evergreen-user:glossary_of_terms_and_paths
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evergreen-user:glossary_of_terms_and_paths [2007/05/14 14:56] – kgregory | evergreen-user:glossary_of_terms_and_paths [2022/02/10 13:34] (current) – external edit 127.0.0.1 | ||
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+ | **Glossary of Terms** | ||
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+ | Barcode – user’s account barcode | ||
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+ | Circ ID – a computer generated ID on a circulation to be used for counts of circulations. | ||
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+ | Circulation Duration – rule on the number of days a circulation modifier allows for checkout such as book checking out for 14 days | ||
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+ | Circulation Type – type of circulation whether a checkout or a renewal | ||
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+ | Count vs Count Distinct - | ||
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+ | Desk Renewal | ||
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+ | Dewey Block--Hundreds | ||
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+ | Dewey Range--Tens | ||
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+ | Fine Interval | ||
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+ | Fine Stop Reason – reason for fines being stopped such as claims returned, lost, or longoverdue | ||
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+ | IsActive? – used in such cases of filtering by an active user or inactive user | ||
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+ | Organizational Unit ID – the library and is used when filtering by library and in conjunction with “In List” | ||
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+ | Recurring Fine Amount | ||
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+ | User ID – a computer generated number given on a user allowing for a cound of number of users | ||
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+ | **Template Terms** | ||
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+ | Sources – the template type which is your focal point to select displays and filters | ||
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+ | Field Name – the name of the field you wish to use for display or filtering | ||
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+ | Field Transform – the way you want the field name to be group | ||
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+ | Base Filters – the area where you determine what you want to filter | ||
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+ | Aggregate Filters – the area you determine what you want to filter by aggregate such as greater than or less than | ||
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+ | **Template Sources or Types** | ||
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+ | Payments: All - includes payments made via: Cash, Check, Credit Card, Credit, Forgive, Goods, Work | ||
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+ | Payments: Brick and Mortar - in the future, will exclude online payment methods. currently the same as Payments: All | ||
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+ | Payments: Desk - " | ||
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+ | Payments: Non-drawer Staff – payments made via methods that don't typically involve some paper in a drawer. includes payments made via: Credit, Forgive, Goods, or Work | ||
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+ | **Paths to Frequently Used Selections** | ||
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+ | Library Name for Display = ILS User -> Home Library -> Short (Policy) Name | ||
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+ | Title of Item = Bib records-> | ||
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evergreen-user/glossary_of_terms_and_paths.txt · Last modified: 2022/02/10 13:34 by 127.0.0.1