Chapter 3. Services and Functions Administrative Documents
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Chapter 3.
Services and Functions Administrative Documents
Contents
Discovery Service
Document Store Search
DocStore Service
Patron Merge
Process Overview
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Contents
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Introduction
Batch Processes Administrative Documents
Batch File Type
Batch Process
Process Overview
Scheduling a Batch Process
Scheduling a full dump of the database then incremental exports
Scheduling a full dump followed by daily incrementals
Business Rules
Batch Process Filter Criteria
Batch Process Job Details
Batch Process Profile
Document Layout
Main Section tab
Order Record Import or Invoice Import: Constant and Default Values Tab
The following fields are mandatory for an Order Record Import profile to create the Requisition.
Creating and Linking Items and E-Holdings during Order Record Import with a Bib Import Profile attached
EDI Invoice Import Match Points
Batch Delete: Match Point Tab
Batch Export
Filter Criteria Tab
Data Mapping Tab
Delete Field Tab
Rename Field Tab
Example
Batch Export: Bib Local ID from File
Bib Import
Match Point Tab
Matching, Add and Overlay Section
Set Bib Status Tab
Staff Only Treatment Tab
Changes to Imported Bibliographic Record Tab
Constant and Default Values
Data Mapping Tab
Protected Fields Tab
Delete Field
Rename Field
Examples
Bib Import with multiple holdings and multiple items
Batch Process Schedule
Batch Process Type
Batch File
Batch/Scheduled Jobs
Batch Job Lookup
Document Layout
Add/Edit Batch Job
Run/Schedule Batch Job
Pick up Location (for On Hold Notices)
Job CRON Expression - controlling the frequency/schedule of job execution
Batch Semaphore File Upload
Schedule
Document Layout
Job Info Tab
Job Info Section
Running Section
Other Commands Section
Steps Tab
Dependencies Tab
Tentative List of Select and Acquire jobs to be scheduled
Special Batch File Upload
Compute Courtesy and Overdue Notice Dates for Loans
Monitoring Administrative Documents
Cache Management
Document Layout
Configuration Viewer
Document Layout
Java Melody
Message Queue
Quartz
Security Management
Service Registry
Thread Pool
Document Operation
Document Action
Document
Action Requests
Actions Taken
Action Items
Route Node Instances
Branch States
Annotation
Statistics Report
Services and Functions Administrative Documents
Discovery Service
Document Store Search
Performing a Document Store Search
OLE Instance Searching
DocStore Service
Patron Merge
Process Overview
System Configuration Administrative Documents
Data Mapping Field Definition
Document Layout
Data Mapping Field Definition Inquiry
External Data Sources (z39.50 connection)
Document Layout
Functional Field Description
Document Layout
Message Of The Day
Document Layout
Edit Message Of The Day Tab
Implementation Information
System Options
Document Layout
Edit System Options Tab
Search Framework Configuration
Document Layout
Doc Types Tab
Doc Formats Tab
Doc Fields Tab
Doc Fields for Document Type – Bibliographic and Document Format – MARC
Path Syntax
Doc Fields for Document Type Holdings, EHoldings, and Items; Document Format OLEML
Cautionary Notes
Doc Fields for Document Type Licenses
Search Results Page Size Tab
Facet Page Size Tab
Process Overview
Example
Namespace
Document Layout
Edit Namespace Tab
Parameter
Document Layout
Edit Parameter Tab
Parameter Component
Document Layout
Edit Component Tab
Parameter Type
Document Layout
Edit Parameter Type Tab
Workflow Administrative Documents
Document Type
Document Layout
Edit Document Type Tab
Fields Available for Retroactive Application Tab
Document Type Inquiry
PeopleFlow
Getting Started
Document Layout
PeopleFlow Summary Tab
PeopleFlow Members Tab
PeopleFlow Members Tab continued
Routing & Identity Management Document Type Hierarchy
Document Hierarchy View
Document Configuration View
Document Information Tab
Permissions Tab
Workflow / Responsibilities Tab
Rule Attribute
Statistics
Workflow Attribute
XML Import
KRMS Administrative Documents
Agenda Lookup
Document Layout
Agenda Tab
Rules tab
Rule
Add Propositions
Add Action
Attribute Lookup
Document Layout
Category Lookup
Document Layout
Context Lookup
Document Layout
KRMS Builder
Term Lookup
Document Layout
Term Specification Lookup
Document Layout
System Administration Documents
Menu Access to KIM Functions
Basic KIM Concepts
KIM Permissions, Responsibilities, and Roles
KIM Groups
Routing & Identity Management Document Type Hierarchy Tool
Group
Document Layout
Overview Tab
Type Name
Definitions Tab
Assignees Tab
Permission
Document Layout
Permission Info Tab
Permission Details Tab
Person
Document Layout
Overview Tab
Overview Section
Contact Tab
Names Section
Addresses Section
Phone Numbers Section
Email Addresses Section
Privacy Preferences Tab
Membership Tab
Groups Section
Roles Section
Delegations Section
Process Overview
Business Rules
Routing
Responsibility
Document Layout
Responsibility Info Tab
Responsibility Details Tab
Role
Document Layout
Overview Tab
Creating New Roles
Permissions Tab
Responsibilities Tab
Assigning Action Detail Values
Assignees Tab
Delegations Tab
Role/Group/Permission/Responsibility Type
Document Layout
System Admin Maintenance Documents
Campus
Document Layout
Edit Campus Tab
Country
Document Layout
Edit Country Tab
County
Document Layout
Edit Counties Tab
Postal Code
Document Layout
Edit Postal Codes Tab
State
Document Layout
Edit States Tab
Address Type
Document Layout
Affiliation Type
Document Layout
Campus Type
Document Layout
Edit Campus Type Tab
Citizenship Status
Document Layout
Email Type
Document Layout
Employee Type
Document Layout
Entity Type
Document Layout
External Identifier Type
Document Layout
Name Type
Document Layout
Phone Type
Document Layout
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