NOTE: All fields (except for Name and Tag) can contain a MARC subfield code
(such as "a") or an XPATH query. You can also use the
-<<lse-vandelay,related library settings>> to set defaults for some of these fields.
+xref:admin:librarysettings.adoc#lse-vandelay[related library settings] to set defaults for some of these fields.
image::media/batch_import_profile.png[Partial Screenshot of a Holdings Import Profile]
------------------------------------
--------------------------------------------------------------
+
-If this does not work, it's time to do some <<install-troubleshooting-1,troubleshooting>>.
+If this does not work, it's time to do some
+xref:installation:server_installation.adoc#install-troubleshooting-1[troubleshooting].
+
. As the *root* user, start the Apache web server.
+
-If you encounter errors, refer to the <<install-troubleshooting-1,troubleshooting>> section
+If you encounter errors, refer to the
+xref:installation:server_installation.adoc#install-troubleshooting-1[troubleshooting] section
of this documentation for tips on finding solutions and seeking further assistance
from the Evergreen community.
Folders_.
The steps below assume you have already created at least one _Templates_ folder.
-If you haven’t done this, please see <<reporter_creating_folders,Creating Folders>>.
+If you haven’t done this, please see
+xref:reports:reporter_folder.adoc#reporter_creating_folders[Creating Folders].
. Access the reports interface from _Administration_ -> _Reports_
. Under _Shared Folders_ expand the _Templates_ folder and the subfolder of the
. Choose the folder where you want to save the cloned template, then click
_Select Folder_. Only template folders created with your account will be visible.
If there are no folders to choose from please see
-<<reporter_creating_folders,Creating Folders>>.
+xref:reports:reporter_folder.adoc#reporter_creating_folders[Creating Folders].
. The cloned template opens in the template editor. From here you may modify
the template by adding, removing, or editing fields and filters as described in
-<<reporter_creating_templates,Creating Templates>>. _Template Name_ and
+xref:reports:reporter_create_templates.adoc#reporter_creating_templates[Creating Templates]. _Template Name_ and
_Description_ can also be edited. When satisfied with your changes click _Save_.
. Click _OK_ in the resulting confirmation windows.
image::media/create-template-6.png[create-template-6]
+
_Field Transforms_ have either an _Aggregate_ or _Non-Aggregate_ output type.
-See the section called <<field_transforms,Field Transforms>> for more about
+See the section called
+xref:reports:reporter_template_terminology.adoc#field_transforms[Field Transforms] for more about
_Count, _Count Distinct_, and other transform options.
+
. Click _Add Selected Fields_ underneath the _Field Transform_ pane to add this
client or browser), and as a bar chart.
+
2) If you want the report to be recurring, check the box and select the
-_Recurrence Interval_ as described in <<recurring_reports,Recurring Reports>>.
+_Recurrence Interval_ as described in
+xref:reports:reporter_running_recurring_reports.adoc#recurring_reports[Recurring Reports].
In this example, as this is a report that will only be run once, the _Recurring
Report_ box is not checked.
+
you’ll get an email informing you that the report has successfully run. You can
click on a link in the email that will take you directly to the report output.
You can also access the output through the reporter interface as described in
-<<viewing_report_output,Viewing Report Output>>.
+xref:reports:reporter_view_output.adoc#viewing_report_output[Viewing Report Output].
-To set up a monthly recurring report follow the procedure in <<generating_reports,
-Generating Reports from Templates>> but make the changes described below.
+To set up a monthly recurring report follow the procedure in
+xref:reports:reporter_generating_reports.adoc#generating_reports[Generating Reports from Templates] but make the changes described below.
. Select the Recurring Report check-box and set the recurrence interval to 1 month.
. Do not select Run ASAP. Instead schedule the report to run early on the first
has drawn together, edited, and supplemented pre-existing documentation
contributed by libraries and consortia running Evergreen that were kind enough
to release their documentation into the creative commons. Please see the
-<<attributions,Attributions>> section for a full list of authors and
+xref:shared:attributions.adoc#attributions[Attributions] section for a full list of authors and
contributing organizations. Just like the software it describes, this guide is
a work in progress, continually revised to meet the needs of its users, so if
you find errors or omissions, please let us know, by contacting the DIG
projects / working / Evergreen.git / commitdiff