Index

A B C D E F G H I L M N O P R S T U V W Z

A

Actions menu, A.12.16

activation conditions, 13.2.2.12

setting, 13.2.2.12

activation date of folders, 7.2.4.1

activations

flag conditions, 13.2.2.12

system events, 13.2.2.12

user actions, 13.2.2.12

Add All Items to Basket option, 11.2.3

Add Selected Items to Basket option, 11.2.3

Add/Edit Link Type Page, A.11.2

adding a profile, 13.2.1

adding a profile using the wizard, 13.2.2

adding items to content basket, 8.2, 11.2.3

AllowMultipleRequests parameter, 10.2.1

ASAP Rush (priority), 10.1.3

assigning supplemental markings

folders, 7.3.3

automatic transactions, 9.2.10

B

basic concepts, 2.2

retention schedules, 2.2

basic processes, 2.5

Bay, 3.4.2

Browse Storage tree, 4.2.1

browsing the retention schedule, 4.1.2

browsing the storage space, 4.2.1

C

Canceled (request status), 10.1.1

canceling the reservation of storage objects, 4.2.4

D

dashboard

as home page, 3.2.1

defaults, 3.2.1

remove as home page, 3.2.1

using, 3.2

dates for folders

activation, 7.2.4.1

delete approval, 7.2.4.3

expiration, 7.2.4.2

declassified content, 2.1.3.2

default charge types, 9.2

Default Metadata for Screening Reports Page, A.5.7

default payment types, 9.2

default values, setting, 13.2.2.6

defaults

location types, 3.4.2

definition

classification, 2.2

classification guide, 2.2

content link, 2.2

disposition, 2.2

disposition instruction, 2.2

freeze, 2.2

record folder, 2.2

retention category, 2.2

series, 2.2

time period, 2.2

trigger, 2.2

delete approval date of external folders, 7.2.4.3

deleting

charge type, 9.2.3

custom link types, 12.3.2

customers, 9.2.9

payment type, 9.2.6

reservation requests, 10.2.3

deleting a profile, 13.3.4

Deliver To Location field, 10.1.1

Denied (request status), 10.1.1

derived values, setting, 13.2.2.7

designing a profile, 13.2

disposition

definition, 2.2

event-based, 2.5

time-based, 2.5

time-event, 2.5

Disposition Information Page, A.3.3

disposition instruction

definition, 2.2

disposition rules

applying to specific folder, 7.3.5

documentation, 1.4

E

Edit Profile Group dialog, A.12.8

Edit Request Item Page, A.9.7

editing

physical items, 8.1.2

reservation requests, 10.2.2

editing a profile using the wizard, 13.2.2

editing customers, 9.2.7

elements

configure fields, 13.1.3

group fields, 13.1.3

limit access, 13.1.3

restrict options, 13.1.3

set activation condition, 13.1.3

set default values, 13.1.3

set derived values, 13.1.3

set descriptions, 13.1.3

set field formats, 13.1.3

set labels, 13.1.3

set search order, 13.1.3

setting, 13.1.3

Email (transfer method), 10.1.2

e-mail checkin, 5.6.1

e-mail links for items in content basket, 11.2.7

event dispositions, 2.5

examples

custom link types, 12.4.1

one-way cross-reference link, 12.4.3

reciprocal cross-reference link, 12.4.4

renditions link, 12.4.2

superseded link, 12.4.5

expiration date of folders, 7.2.4.2

expiring

folders, 7.2.3.2

Exploring Storage Page, A.3.5

external content, 2.1.3.1, 2.1.3.1

external folders

delete approval date, 7.2.4.3

external items, 2.2

checking in, 5.3

F

Fax (transfer method), 10.1.2

features of Physical Content Management, 2.3

field configurations, setting, 13.2.2.4

field descriptions, setting, 13.2.2.10

field formats, setting, 13.2.2.5

field groups, setting, 13.2.2.8

field label tooltips, 13.2.2.10

field labels, setting, 13.2.2.9

fields on checkin page, 5.2

filing date, 2.1.2

flag condition activation, 13.2.2.12

Folder Metadata History Page, A.6.4

Folder Review History Page, A.6.3

folders

activating, 7.2.4.1

applying disposition rules to specific, 7.3.5

assigning supplemental markings to, 7.3.3

closing, 7.2.2.2

definition, 2.2

delete approval date for external, 7.2.4.3

expiring, 7.2.3.2, 7.2.4.2

freezing, 7.2.2.3

maintenance, 7.1

making obsolete, 7.2.3.4

marking as reviewed, 7.3.2

metadata history, 7.2.1.3

moving, 7.2.2.1

recent reviews, 7.2.1.2

removing supplemental markings from, 7.3.4

reopening, 7.2.2.2

rescinding, 7.2.3.3

reversing obsolete status of, 7.2.3.5

review history, 7.2.1.2

unclosing, 7.2.2.2

undoing cutoff of, 7.3.1

unfreezing, 7.2.2.3

viewing freeze information of, 7.2.1.4

viewing the life cycle of, 7.2.1.1

freeze

definition, 2.2

freeze details

folders, 7.2.1.4

Freeze Details Page, A.6.5

Freeze/Unfreeze dialog, A.6.6

freezing

folders, 7.2.2.3

G

generating a retention schedule report, 4.3

global profile evaluation, 13.1.2

global profiles

description, 13.1.2

grouping fields, 13.2.2.8

H

hierarchy in retention schedules, 4.1.1

I

icons

items in content basket, 3.4.3

location types, 3.4.2

In Process (request status), 10.1.1

information

metadata history of review, A.4.5

storage objects, 4.2.3

interface

Add/Edit Link Type Page, A.11.2

Assigned Rights Page, A.1.3

browsing, A.3

Category Information Page, A.3.4

Category or Series Content Page, A.3.1

Charge Transaction Information Page, A.8.1.4

chargeback management, A.8

Checkin Page, A.2

Classified Metadata History Page, A.4.7

Configure Charge Types Page, A.8.2.2

Configure Chargebacks Page, A.8.2.1

Configure Customers Page, A.8.2.8

Configure Link Types Page, A.11.1

content basket, A.10

Content Basket Manager Page, A.10.1

Content Basket Page, A.10.2

Content Information Page, A.4

Copy Simple Profile Page, A.12.20

Create Manual Transaction Page, A.8.2.3

Create or Edit Retention Folder Page, A.6.7

Create Physical Item Page, A.7.1

Create/Edit Charge Type Page, A.8.2.4

Create/Edit Charge Types Page, A.8.2.4

Create/Edit Customer Page, A.8.2.10

Create/Edit Dashboard Page, A.1.2

Create/Edit Payment Types Page, A.8.2.6

Create/Edit Request Page, A.9.2

Create/Update Simple Profile Page, A.12.2

Default Metadata for Screening Reports Page, A.5.7

Disposition Information Page, A.3.3

Edit Profile Group dialog, A.12.8

Edit Request Item Page, A.9.7

Exploring Storage Pages, A.3.5

folder interface pages, A.6

Folder Metadata History Page, A.6.4

Folder Review History Page, A.6.3

Freeze Details Page, A.6.5

Freeze/Unfreeze dialog, A.6.6

Invoice Page, A.8.1.1

Items for Request Page, A.9.5

Life Cycle of Retention Folder Page, A.6.2

link management, A.11

My Favorites screen, A.1.4

navigation aids, A.1

Payment Type Information Page, A.8.2.7

Physical Item Information Page, A.7.3

Profile Listing Page, A.12.1

Request Information Page, A.9.4

Request Item Information Page, A.9.6

Reservation Search Results Page, A.9.3

Restricted Options dialog, A.12.12

Retention Folder Information Page, A.6.1

Schedule Screening Reports Page, A.5.6

Screen for Invoice Page, A.8.1.2

Screen for Topic Page, A.5.5

screening pages, A.5

Screening Results Page, A.5.8

search page, A.5.1

Search Physical Items Page, A.5.2

Search Results Page, A.5.4

searching pages, A.5

Select Category or Folder dialog, A.4.8

Select Storage Location dialog, A.7.2

Series Information Page, A.3.2

Simple Profile Activation Conditions Page, A.12.13

Simple Profile Field Configuration Page, A.12.3

Simple Profile Field Default Values Page, A.12.5

Simple Profile Field Derived Values Page, A.12.6

Simple Profile Field Descriptions Page, A.12.10

Simple Profile Field Formats Page, A.12.4

Simple Profile Field Groups Page, A.12.7

Simple Profile Field Labels Page, A.12.9

Simple Profile Field Restricted Options Page, A.12.11

Simple Profile Limit Access Values Page, A.12.14

Simple Profile Search Order Page, A.12.15

Simple Profile Trigger Configuration Page, A.12.21

Storage Information Page, A.3.6

User Dashboard Page, A.1.1

View Invoice Details Page, A.8.1.5

Workflow Review for Request Page, A.9.1

internal content, 2.1.3.1, 2.1.3.1

Invoice

adjusting an, 9.3.2

creating an, 9.3.1

deleting an, 9.3.3

editing an, 9.3.2, 9.3.2

marking as paid, 9.3.6

paid, 9.3.6

printing an, 9.3.5

scheduling an, 9.3.1

Invoice Page, A.8.1.1

Is Global setting, 13.2.1

items

linking to existing, 12.3.3.2

Items for Request Page, A.9.5

items in content basket, 11.1

adding --, 8.2, 11.2.3

downloading -- in zip file, 11.2.6

e-mail links to --, 11.2.7

reserving --, 11.2.5

sorting --, 11.2.4

thumbnails, 3.4.3

L

layouts supported, 2.4

layouts supported in product, 2.4

life cycle

folders, 7.2.1.1

Life Cycle of Retention Folder Page, A.6.2

lifecycle of retained content, 2.1.2

limit access

setting, 13.2.2.13

Link Existing Item Action menu pick, 12.3.3

Link New Item Action menu pick, 12.3.3

links

chained list class, 12.2.1.2

cross-reference, 12.1.4

cross-reference class, 12.2.1.4

linking to existing items, 12.3.3.2

linking to new items, 12.3.3.1

peer-to-peer class, 12.2.1.1

renditions, 12.1.1

supersedes, 12.1.2

supporting content, 12.1.3

supporting content class, 12.2.1.3

links to items in content basket, 11.2.7

location of checked-out items, 10.1.1, 10.1.1

location types

icons, 3.4.2

predefined --, 3.4.2

M

Mail (transfer method), 10.1.2

main menu check in, 5.1

making obsolete

folders, 7.2.3.4

managing physical items, 8

managing profiles, 13.1, 13.3

managing Simple Profiles, 13.3

manual transactions, 9.2.11

Mark Paid (invoice), 9.3.6

Mark Reviewed option, 8.4

marking as reviewed

folders, 7.3.2

marking physical items as reviewed, 8.4

menu options

Add All Items to Basket, 11.2.3

Add Selected Items to Basket, 11.2.3

Mark Reviewed, 8.4

menu types, 3.1

Content Server changes, 3.7

Individual menus, 3.1

Page menu, 3.1

Table menu, 3.1

Top menu, 3.1

metadata

default for checked-in screening reports, A.5.7

metadata fields, A.2

metadata history

content, A.4.6

folders, 7.2.1.3

moving

folders, 7.2.2.1

moving a system profile, 13.3.5

moving physical items, 8.1.3

My Favorites screen, A.1.4

N

new features, 1.3

No Priority (priority), 10.1.3

non-permanent item, 2.1.3.3

Not Found (request status), 10.1.1

O

obsolete

making folders, 7.2.3.4

reversing status of folders, 7.2.3.5

occupancy percentage, 4.2.1

one-way cross-reference link, 12.4.3

'Other' storage location, 4.2.1

Overdue (request status), 10.1.1

overview, 2.2

profiles, 13.1

P

Page menu, A.12.17

parent-child content links, 12.2.1.3

payment type, 9.1

Payment Type Information Page, A.8.2.7

payment types

configuration, A.8.2.5

creating --, 9.2.4

deleting --, 9.2.6

viewing --, 9.2.5

peer-to-peer link class, 12.2.1.1

percentage of occupied space, 4.2.1

permanent items, 2.1.3.3

Physical Content Management

features, 2.3

overview, 2.3

Physical Item Information Page, A.7.3

physical items

adding -- to content basket, 8.2

creating -- using Create Physical Item page, 8.1.1

creating -- within other items, 8.1.1.3

creating -- within retention schedules, 8.1.1.2

creating through storage, 8.1.1.1

editing --, 8.1.2

marking -- as reviewed, 8.4

moving --, 8.1.3

overview, 8

searching for --, 6.1.3

viewing information, 8.1.4

viewing reservations for --, 8.3, 10.2.4

Pickup (transfer method), 10.1.2

Position, 3.4.2

priority, 10.1.3

ASAP Rush, 10.1.3

No Priority, 10.1.3

This Morning, 10.1.3

This Week, 10.1.3

Today, 10.1.3

product

documentation, 1.4

product overview, 2.2

product processes, 2.5

profile

global, 13.1.2

Profile Configuration Wizard, 13.1.3

profile design

configure fields, 13.2.2.4

group fields, 13.2.2.8

limit access, 13.2.2.13

restrict options, 13.2.2.11

set activation, 13.2.2.12

set defaults, 13.2.2.5, 13.2.2.6, 13.2.2.7

set descriptions, 13.2.2.10

set labels, 13.2.2.9, 13.2.2.9

set search order, 13.2.2.14

updating, 13.3.2

profile elements, 13.1

Profile Listing Page, A.12.1

profile trigger field, 13.1.1

profiles

adding, 13.2.1

copying, A.12.20

designing, 13.2

global, 13.1.2

managing, 13.3

rules, 13.1

profiles and Records Management, 13

Profiles Page menu, A.12.17

R

recent reviews

folders, 7.2.1.2

reciprocal cross-reference link, 12.4.4

removing supplemental markings

folders, 7.3.4

rendition links, 12.1.1

renditions link, 12.4.2

reopening folders, 7.2.2.2

reports, retention schedule, 4.3

Request Information Page, A.9.4

request item

changing the status of --, 10.2.5

Request Item Information Page, A.9.6

request status, 10.1.1

Canceled, 10.1.1

Checked Out, 10.1.1

Denied, 10.1.1

In Process, 10.1.1

Not Found, 10.1.1

Overdue, 10.1.1

Returned, 10.1.1

Unavailable, 10.1.1

Waiting List, 10.1.1

rescinding

folders, 7.2.3.3

reservation requests

changing the status of a request item, 10.2.5

creating --, 10.2.1

deleting --, 10.2.3

editing --, 10.2.2

properties, 10.1

viewing reservations for physical item, 8.3, 10.2.4

Reservation Search Results Page, A.9.3

reservations, 10

changing the status of a request item, 10.2.5

creating reservation requests, 10.2.1

deleting reservation requests, 10.2.3

editing reservation requests, 10.2.2

items in content basket, 11.2.5

priority, 10.1.3

properties, 10.1

request status, 10.1.1

storage objects, 4.2.4

transfer method, 10.1.2

viewing -- for physical item, 8.3, 10.2.4

reserving storage locations, 4.2.4

Restricted Options dialog, A.12.12

restricted options, setting, 13.2.2.11

restricting profile options, 13.2.2.11

Retention Folder Information Page, A.6.1

retention schedule, 2.2

browsing --, 4.1.2

retention schedule reports, 4.3

retention schedules, 8.1.1.2

hierarchy, 4.1.1

Returned (request status), 10.1.1

reversing obsolete status

folders, 7.2.3.5

review history, A.4.5

folders, 7.2.1.2

reviewing

folders, 7.3.2

reviewing physical items, 8.4

rights

viewing assigned, 3.5

roles

pcmadmin, 3.5

pcmrequestor, 3.5

viewing assigned, 3.5

Room, 3.4.2

Row, 3.4.2

rule

description, 13.1.2

rules

description, 13.1.2

S

Schedule Screening Reports Page, A.5.6

scheduled screening reports

start date, A.5.6

scheduling

screening reports, 6.2.2, 6.2.3

Screen for Invoice Page, A.8.1.2

Screen for Topic Page, A.5.5

screening

categories, 6.2.1

content, 6.2.1

default metadata for checked-in reports, A.5.7

overview, 6.2

scheduling reports, 6.2.2, 6.2.3, A.5.6

Screening Results Page, A.5.8

search order

setting, 13.2.2.14

Search Physical Items Page, A.5.2

Search Results Page, A.5.4

search templates, 2.4

search templates supported in product, 2.4

searching, 6

physical items, 6.1.3

security limits, 13.2.2.13

Select Category or Folder dialog, A.4.8

Select Storage Location dialog, A.7.2

series

definition, 2.2

Series Information Page, A.3.2

setting activation conditions, 13.2.2.12

setting defaults, 13.2.2.5, 13.2.2.6, 13.2.2.7

setting descriptions, 13.2.2.10

Shelf, 3.4.2

Simple Profile Activation Conditions Page, A.12.13

Simple Profile Field Configuration Page, A.12.3

Simple Profile Field Default Values Page, A.12.5

Simple Profile Field Derived Values Page, A.12.6

Simple Profile Field Descriptions Page, A.12.10

Simple Profile Field Formats Page, A.12.4

Simple Profile Field Groups Page, A.12.7

Simple Profile Field Labels Page, A.12.9

Simple Profile Field Restricted Options Page, A.12.11

Simple Profile Information Page, A.12.19

Simple Profile Limit Access Values Page, A.12.14

Simple Profile Search Order Page, A.12.15

Simple Profile Trigger Configuration Page, A.12.21

Simple Profiles, 13

adding, 13.2.1

Simple Profiles Actions Menu, A.12.16

Simple Profiles Wizard Page menu, A.12.18

sorting

items in content basket, 11.2.4

space, see 'storage space'

standard search page, A.5.1

start date

scheduled screening reports, A.5.6

status of request items, 10.1.1, 10.2.5

Storage Information Page, A.3.6

storage objects

canceling the reservation of --, 4.2.4

reserving --, 4.2.4

viewing information about --, 4.2.3

storage space

Browse Storage tree, 4.2.1

browsing --, 4.2.1

'Other' location, 4.2.1

subject to review items, 2.1.3.3

superseded link, 12.4.5

supersedes links, 12.1.2

supplemental markings

assigning to folders, 7.3.3

removing from folders, 7.3.4

supporting content link class, 12.2.1.3

supporting content links, 12.1.3

system event acquisitions, 13.2.2.12

T

This Morning (priority), 10.1.3

This Week (priority), 10.1.3

thumbnails for items in content basket, 3.4.3

time dispositions, 2.5

time period

definition, 2.2

time-event dispositions, 2.5

Today (priority), 10.1.3

Transaction

deleting a, 9.2.12

transfer method, 10.1.2

Copy, 10.1.2

Email, 10.1.2

Fax, 10.1.2

Mail, 10.1.2

Pickup, 10.1.2

trigger

definition, 2.2

trigger field

changing, 13.3.6

criteria, 13.1.1

disabling, 13.1.1

trigger fields, 13.1.1

trigger value

choosing, 13.2.1

troubleshooting, 13.3.7

types of content, 2.1.3

U

Unavailable (request status), 10.1.1

unclassified content, 2.1.3.2

unclosing folders, 7.2.2.2

undoing cutoff

folders, 7.3.1

unfreezing

folders, 7.2.2.3

unlinking content items, 12.3.4

updating a profile, 13.3.2, 13.3.2

updating a profile using the wizard, 13.2.2

user action activations, 13.2.2.12

User Dashboard Page, A.1.1

user interface

Biller Information Page, A.8.2.9

Browse Storage tree, 4.2.1

Configure Payment Types Page, A.8.2.5

Using Exploring Pages, 4.2.2

V

variables

AllowMultipleRequests, 10.2.1

View Invoice Details Page, A.8.1.5

viewing

charge type, 9.2.2

customers, 9.2.8

payment type, 9.2.5

viewing freeze information

folders, 7.2.1.4

viewing information

review history, A.4.5

storage objects, 4.2.3

viewing life cycle

folders, 7.2.1.1

viewing metadata history

folders, 7.2.1.3

viewing profile information, 13.3.1

viewing review history

folders, 7.2.1.2

viewing rights, 3.5

viewing roles, 3.5

W

Waiting List (request status), 10.1.1

Warehouse, 3.4.2

'within' relationship between physical items, 8.1.1.3

Wizard Page menu, A.12.18

Wizard pages

configure fields, 13.1.3

group fields, 13.1.3

limit access to a system profile, 13.1.3

restrict options, 13.1.3

set activation condition, 13.1.3

set defaults, 13.1.3

set derived values, 13.1.3

set descriptions, 13.1.3

set field formats, 13.1.3

set labels, 13.1.3

sort order for search results, 13.1.3

Workflow Review for Request Page, A.9.1

Z

zip file of items in content basket, 11.2.6