Index

A

account preferences, Account Preferences
account summary, Account Summary
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, Invoices
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
action triggers
event definitions
notifications, Notifications / Action Triggers
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
authors, Facets: Subjects, Authors, and Series
Automated Circulation System, SIP Server
Automated Material Handling, SIP Server
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

cancellation, Cancel/Delay reasons
Cataloging
Library Settings Editor, Settings Overview
checkout, Receipt Template Editor
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
Closed Dates, Set closed dates using the Closed Dates Editor
Column Picker, Column Picker
configuration, Workstation Administration
configuration files
oils_sip.xml, Configuring the Server, Adding SIP Users
copy editor
shelving location, Copy Editor: Copy Location Name First
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
electronic, Electronic Invoicing
event definitions
notifications, Notifications / Action Triggers
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 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

H

hold-driven, Hold-driven recalls
hold-driven recalls, Hold-driven recalls
Holds, Age hold protection
Age Protection, Age hold protection
Library Settings Editor, Settings Overview
holds, Holds
preferred pickup location, Account Preferences
holds receipt
layout, Print Holds Slip with Landscape Layout
hotkeys, Select Hotkeys

I

Importing
Library Settings Editor, Exporting/Importing Library Settings
includes, General Macros
installation
Linux, Installing on Linux
Windows, Installing on Windows
invoices, Invoice menus, Invoices
electronic, Electronic Invoicing
searching for lineitems, Search for line items from an invoice
items checked out, Items Checked Out

J

journal title, Basic Search

K

keyword, Basic Search

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

R

raw data, Field Transforms
raw distinct, Field Transforms
recalls
hold-driven, Hold-driven recalls
receipt template editor, Receipt Template Editor
checkout, Receipt Template Editor
holds receipt
layout, Print Holds Slip with Landscape Layout
includes, General Macros
macros, Receipt Template Editor, General Macros
Receipt Templates
Library Settings Editor, Settings Overview
recurring, Running Recurring Reports
registering, Registering New Patrons
registering a workstation, Registering a Workstation, Registering a Workstation
removing user preferences, Removing Staff Client Preferences
removing user settings, Removing Staff Client Preferences
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

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
URL, Search URL
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, SIP Server, 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
spreadsheet, Viewing Report Output
SQL, Adding Data Sources to Reporter
SSL certificate, Basic Login,
staff client
configuration, Workstation Administration
fonts
zooming, Font and Sound Settings
hotkeys, Select Hotkeys
installation
Linux, Installing on Linux
Windows, Installing on Windows
logging in, Basic Login,
logging out, Logging Out
printers, Configure Printers
registering a workstation, Registering a Workstation, Registering a Workstation
removing user preferences, Removing Staff Client Preferences
removing user settings, Removing Staff Client Preferences
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

W

Windows, Installing on Windows
workstation
configuration, Workstation Administration