Index

A

accounts, Electronic Data Interchange
acquisitions
claiming, Claiming
currency types, Currency Types
distribution formulas
templates, Distribution Formulas
EDI
accounts, Electronic Data Interchange
messages, EDI Messages
exchange rates, Exchange Rates
funding sources, Funding Sources
funds, Funds
fiscal rollover, Perform fiscal year close-out operation
reports, Fund reporting
tags, Fund Tags
invoices, Invoice menus, Introduction
electronic, Electronic Invoicing
searching for lineitems, Search for line items from an invoice
line item
cancellation, Cancel/Delay reasons
line items, Line Item Features
lineitems
adding, Search for line items from an invoice
searching for, Search for line items from an invoice
MARC federated search, MARC Federated Search
permissions, Acquisitions Settings
purchase order
cancellation, Cancel/Delay reasons
Acquisitions
Library Settings Editor, Settings Overview
acquisitions cost, Acquisitions Cost
action triggers
event definitions
notifications, Introduction
activating, Active date
active date, Active date
adding, Search for line items from an invoice
adding data sources, Adding Data Sources to Reporter
address alerts, Address Alert
advanced search
exclude electronic resources, Exclude Electronic Resources
expert search, Expert Search
limit to available, Limit to Available
numeric search, Search Filter Enhancements
search filters, Search Filter
search library, Search Library
sort results, Sort Results
Age Protection, Age hold protection
aggregate filters, Applying Filters
Alerts, Patron Alerts
AND operator, Boolean operators
Apache, Upgrade the Evergreen code
applying filters, Applying Filters
aggregate filters, Applying Filters
base filter, Applying Filters, Using Base Filters
audiobooks, Formats
authentication
LDAP, Authentication Proxy
proxy, Authentication Proxy
author, Basic Search
authority control, authority_control_fields: Connecting Bibliographic and Authority records
authors, Facets: Subjects, Authors, and Series
Automated Circulation System, About the SIP Protocol
Automated Material Handling, About the SIP Protocol
Automated Material Handling (AMH), 17/18 Item Information
availability, Availability

B

Barcode Completion
Lazy Circ, Barcode Completion
barring, Barring a Patron, Barred vs. Blocked
base filter, Applying Filters, Using Base Filters
bib call number, Basic Search
blocking, Barred vs. Blocked
Booking
Library Settings Editor, Settings Overview
books, Formats
boolean, Boolean operators

C

call numbers
editing, Using the Holdings Editor
cancellation, Cancel/Delay reasons
Cataloging
Library Settings Editor, Settings Overview
checkout, Print (Receipt) Templates
choosing reports fields, Choosing Report Fields
Circulation
Library Settings Editor, Settings Overview
circulation
recalls
hold-driven, Hold-driven recalls
claiming, Claiming
cloning, Cloning Shared Templates
Column Picker, Column Picker
configuration, Workstation Administration
configuration files
oils_sip.xml, Configuring the Server, Adding SIP Users
configuring, Managing Fixed Field Drop-down Context Menus, Administering the Physical Characteristics Wizard
copies, Using the Item Status interface
activating, Active date
editing, Using the Holdings Editor
copy editor
shelving location, Copy Editor: Copy Location Name First
copy number, Item Number
copy status, Item Status
copy tags, Item Tags (Digital Bookplates), Item Tags
count, Field Transforms
creating, Creating Folders
creating templates, Creating Templates
choosing reports fields, Choosing Report Fields
Credit Card Processing
Library Settings Editor, Settings Overview
currency types, Currency Types

D

Data Types
Library Settings Editor, Data Types
data types, Data Types
database schema, Upgrade the Evergreen database schema, Create a PostgreSQL query, view, or table for your data source
Debian, Upgrade the Evergreen code
details, Details
distribution formulas
templates, Distribution Formulas

E

EDI
accounts, Electronic Data Interchange
messages, EDI Messages
editing, Using the Holdings Editor
electronic, Electronic Invoicing
email, Email field
email addresses, Email field
event definitions
notifications, Introduction
Excel, Viewing Report Output
exchange rates, Exchange Rates
exclude electronic resources, Exclude Electronic Resources
expert search, Expert Search
Exporting
Library Settings Editor, Exporting/Importing Library Settings
exporting
using the command line, marc_export: Exporting Bibliographic Records into MARC files
exporting templates, Exporting Report Templates Using phpPgAdmin

G

generating, Generating Reports from Templates
Global
Library Settings Editor, Settings Overview
going back, Going back
Graphic User Interface
Library Settings Editor, Settings Overview
GUI
Library Settings Editor, Settings Overview

J

journal title, Basic Search

K

keyword, Basic Search

N

NOT operator, Boolean operators
Notes, Patron Notes
notifications, Introduction
numeric search, Search Filter Enhancements

O

Offline
Library Settings Editor, Settings Overview
oils_sip.xml, Configuring the Server, Adding SIP Users
OPAC, Basic Search
Library Settings Editor, Settings Overview
OR operator, Boolean operators
order of results, Order of Results
output, Viewing Report Output
Excel, Viewing Report Output
spreadsheet, Viewing Report Output
tabular, Viewing Report Output
output type, Field Transforms

P

passwords, Resetting Patron’s Password
Patron Registration Settings
Library Settings Editor, Settings Overview
patrons
Alerts, Patron Alerts
barring, Barring a Patron, Barred vs. Blocked
blocking, Barred vs. Blocked
email addresses, Email field
messages, Staff-Generated Messages
Notes, Patron Notes
passwords, Resetting Patron’s Password
purchase requests, Placing purchase requests from a patron record
registering, Registering New Patrons
retrieving recent, Retrieve Recent Patrons
searching for, Searching Patrons
updating, Updating Patron Information
permissions, Acquisitions Settings
pgingest.pl, Parallel Ingest with pingest.pl
pg_loader.pl, Importing Authority Records from Command Line
Physical characteristics wizard, Administering the Physical Characteristics Wizard
placing holds, Placing Holds
pocket labels, Printing spine labels
Populate Address by ZIP Code
ZIP code, Patron Address City/State/County Pre-Populate by ZIP Code
PostgreSQL, Adding Data Sources to Reporter, Create a PostgreSQL query, view, or table for your data source
print templates, Print (Receipt) Templates
printers, Configure Printers
printing
footers, Turning off print headers and footers in Firefox, Turning off print headers and footers in Chrome, Turning off print headers and footers in Firefox, Turning off print headers and footers in Chrome
headers, Turning off print headers and footers in Firefox, Turning off print headers and footers in Chrome, Turning off print headers and footers in Firefox, Turning off print headers and footers in Chrome
item labels, Printing spine labels
spine labels, Printing spine labels
Program
Library Settings Editor, Settings Overview
proxy, Authentication Proxy
purchase order
cancellation, Cancel/Delay reasons
purchase requests, Placing purchase requests from a patron record, Introduction

R

raw data, Field Transforms
raw distinct, Field Transforms
recalls
hold-driven, Hold-driven recalls
receipt template editor, Print (Receipt) Templates
checkout, Print (Receipt) Templates
macros, Print (Receipt) Templates
Receipt Templates
Library Settings Editor, Settings Overview
recurring, Running Recurring Reports
registering, Registering New Patrons
registering a workstation, Registering a Workstation
renewing, Renewing Library Cards
replacing, Lost Library Cards
report sources, Add a new class to fm_IDL.xml for your data source
reporter
starting, Starting the Reporter Daemon
starting daemon, Starting and Stopping the Reporter Daemon
stopping daemon, Stopping the Reporter Daemon
reports, Fund reporting
adding data sources, Adding Data Sources to Reporter
applying filters, Applying Filters
aggregate filters, Applying Filters
base filter, Applying Filters, Using Base Filters
cloning, Cloning Shared Templates
creating templates, Creating Templates
choosing reports fields, Choosing Report Fields
data types, Data Types
exporting templates, Exporting Report Templates Using phpPgAdmin
field transform, Choosing Report Fields
field transforms, Field Transforms
count, Field Transforms
output type, Field Transforms
raw data, Field Transforms
raw distinct, Field Transforms
folders, Folders
creating, Creating Folders
managing, Managing Folders
funds, Fund reporting
generating, Generating Reports from Templates
output, Viewing Report Output
Excel, Viewing Report Output
spreadsheet, Viewing Report Output
tabular, Viewing Report Output
recurring, Running Recurring Reports
starting server application, Starting and Stopping the Reporter Daemon
stopping server application, Stopping the Reporter Daemon
retrieving recent, Retrieve Recent Patrons

S

search
AND operator, Boolean operators
author, Basic Search
bib call number, Basic Search
boolean, Boolean operators
journal title, Basic Search
keyword, Basic Search
NOT operator, Boolean operators
OR operator, Boolean operators
order of results, Order of Results
series, Basic Search
stemming, Stemming
stop words, Search Tips
subject, Basic Search
title, Basic Search
truncation, Search Tips
search box, Basic Search
search filters, Search Filter
search library, Search Library
search results, Search Results
availability, Availability
details, Details
facets: subjects
authors, Facets: Subjects, Authors, and Series
going back, Going back
placing holds, Placing Holds
viewing a record, Viewing a record
searching for, Search for line items from an invoice, Searching Patrons
searching for lineitems, Search for line items from an invoice
Security
Library Settings Editor, Settings Overview
Self Check
Library Settings Editor, Settings Overview
SelfCheck, About the SIP Protocol, 01 Block Patron
series, Basic Search
shelving location, Copy Editor: Copy Location Name First
SIP, Running the server, Syslog-NG, More Testing
SIP Communication, SIP Communication
SIP Server
SIP Communication, SIP Communication
SMS Settings
Library Settings Editor, Settings Overview
sort results, Sort Results
sounds, Font and Sound Settings
spine labels, Printing spine labels
spreadsheet, Viewing Report Output
SQL, Adding Data Sources to Reporter
staff client
configuration, Workstation Administration
fonts
zooming, Font and Sound Settings
hotkeys, Select Hotkeys
logging in, Basic Login,
logging out, Logging Out
printers, Configure Printers
registering a workstation, Registering a Workstation
sounds, Font and Sound Settings
starting, Starting the Reporter Daemon
starting daemon, Starting and Stopping the Reporter Daemon
starting server application, Starting and Stopping the Reporter Daemon
stemming, Stemming
stop words, Search Tips
stopping daemon, Stopping the Reporter Daemon
stopping server application, Stopping the Reporter Daemon
subject, Basic Search
syslog, Syslog
syslog-NG, Syslog-NG

T

tabular, Viewing Report Output
tags, Fund Tags
templates, Distribution Formulas
Text Messaging
Library Settings Editor, Settings Overview
title, Basic Search
truncation, Search Tips

V

Vandelay
Library Settings Editor, Settings Overview
video, Formats
viewing a record, Viewing a record
volumes
editing, Using the Holdings Editor

W

web client
print templates, Print (Receipt) Templates
receipt template editor, Print (Receipt) Templates
workstation
configuration, Workstation Administration