Index

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

Numerics

3of9 barcoding, 7.3

A

accented letters and barcodes, 7.3

Access Record Form, A.13.2.1

Access Request Form, A.13.1.5

accession events, 10.3.1

Accounting Record Form, A.13.2.2

actions for request items

Cancel, 7.2.1.4

Check Out, 7.2.1.4

Delete, 7.2.1.4

Deny, 7.2.1.4

Not Found, 7.2.1.4

Returned, 7.2.1.4

Unavailable, 7.2.1.4

actions in barcode files, 7.3.1.1

Activate (disposition action), 10.3.2

Active Workflows Screen, A.13.1.1

AllowMultipleRequests parameter, 7.1

alternate reviewer, 10.1.6

Amendment Record Form, A.13.1.3

Appeal Request Form, A.13.1.10

approval, 10.1.2, 10.1.2

Approve Deletion (disposition action), 10.3.2

approve deletion events, 10.3.2.1

archive events, 10.3.1

archived audit trail

searching an, 12.3.6

viewing, 12.3.7

B

barcode actions

Check In, 7.3.1.1.1

Check Out, 7.3.1.1.2

Set Home & Actual, 7.3.1.1.3

barcode data

saving -- to file, 7.4.3

uploading -- to PCM, 7.4.2

Barcode File Processed Page, A.5.7

barcode files, 7.3.1

saving data to --, 7.4.3

uploading -- to PCM directly, 7.4.2

Barcode Processing Page, A.5.6

barcode scanner

programming --, 7.4.1

Barcode Upload Results screen, A.5.4

Barcode Upload screen, A.5.2

Barcode Utility

installing --, 7.3

saving barcode data to file, 7.4.3

saving barcode to file, 7.4.3

starting --, 7.3

tasks, 7.4

uploading barcode data to PCM, 7.4.2, 7.4.4

uploading data to PCM directly, 7.4.2

uploading data to PCM manually, 7.4.4

user interface, A.5

Barcode Utility screen, A.5.1

barcodes

accented letters, 7.3

actions, 7.3.1.1

Code 3 of 9, 7.3

double-byte characters, 7.3

lower-case letters, 7.3

processing barcode files, 7.4.5

saving barcode data to file, 7.4.3

standard used by PCM, 7.3

uploading data to PCM, 7.4.2, 7.4.4

basic concepts, 2.2

retention schedules, 2.2

basic processes, 2.5

batch processing, 10.1.5

batch services, 10.1.5

Browse Processed History Page, A.6.5

Browse Uploaded Files Page, A.6.4

C

Cancel (request item action), 7.2.1.4

Canceled (request status), 7.2.1.1

canceling

content, 5.2.2.3

content items, 5.2.2.3

D

declassified content, 2.1.4.2

Declassify (disposition action), 10.3.2

Declassify Page, A.4.3

declassifying content, 5.2.4.3

Default Metadata for Audit Entries, A.11.11

default reports

creating, 11.3.1

Define Query Page, A.3.1, A.3.1

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 (request item action), 7.2.1.4

Delete All Revisions (disposition action), 10.3.2

Delete Old Revisions (disposition action), 10.3.2

Delete Previous Revision (disposition action), 10.3.2

Delete Revision (disposition action), 10.3.2

deleting, 5.2.5.2

content items, 5.2.5.2

metadata history, 5.2.2.1

physical items, 6.2.1

Deliver To Location field, 7.2.1.1

Denial Record Form, A.13.1.9

Denied (request status), 7.2.1.1

Deny (request item action), 7.2.1.4

Disclosure Record Form, A.13.2.3

Disclosure Request Form, A.13.1.4

disposal, 2.1.2.4

disposition

assigning schedule to content, 5.2.5.3

definition, 2.2

event-based, 2.5

time-based, 2.5

time-event, 2.5

disposition actions, 6.4.2

Activate, 10.3.2

Approve Deletion, 10.3.2

Checkin New Revision, 10.3.2

Close, 10.3.2

Cutoff, 10.3.2

Cutoff and Create Volume, 10.3.2

Declassify, 10.3.2

Delete All Revisions, 10.3.2

Delete Old Revisions, 10.3.2

Delete Previous Revision, 10.3.2

Delete Revision, 10.3.2

Downgrade Classification, 10.3.2

Expire, 10.3.2

log files for processed, 6.4.4

Mark Related Content, 10.3.2

No Action, 10.3.2

Notify Authors, 10.3.2

Obsolete, 10.3.2

Review Classification, 10.3.2

Supersede, 10.3.2

Upgrade Classification, 10.3.2

disposition events for physical items, 6.4.2

Disposition Information Page, A.9.7

disposition instruction

definition, 2.2

disposition of physical items, 6.4.1

Disposition Parameter Dialog, A.9.8

disposition processing

approval, 10.3.1.1

completion, 10.3.1.2

destroy, 10.3.1

single step, 10.3.2

Dispute Record Form, A.13.2.4

District Mapping Screens, A.6.2

documentation, 1.4

double-byte characters and barcodes, 7.3

Downgrade Classification (disposition action), 10.3.2

downgrading classification of content, 5.2.4.2

E

Edit Job Information Page, A.8.3

Edit Recurring Report Schedule Page, A.8.5

Edit Review Information Page, A.7.1

Email (transfer method), 7.2.1.2

enabling

user-friendly caption for screening, 4.1.1

event dispositions, 2.5

event processing

accession, 10.3.1

archive, 10.3.1

event processing, audit logging of --, 6.4.4

events

approve deletion, 10.3.2.1

destroy, 10.3.1

processing pending, 10.2.6

Exemption Record Form, A.13.2.5

Expire (disposition action), 10.3.2

expiring

content, 5.2.2.3

Export with Schema Page, A.12.7

exporting archives, 13.2.1

exporting configuration settings, 13.2.1

external content, 2.1.4.1, 2.1.4.1

external items, 2.2

external items, see 'physical items'

F

Failed Disposition Page, A.9.4

failed dispositions

viewing, 10.2.2

Fax (transfer method), 7.2.1.2

features of Physical Content Management, 2.3

Federated Freeze, 15.3

freezing search results, 15.3.1

viewing, 15.3.2

Federated Query Builder Page, A.14.1.1

Federated Search, 15.1.1

overview, 15.1

query builder, 15.1.1

Federated Search Details Page, A.14.1.3

Federated Search Results Page, A.14.1.4

Federated Searches List Page, A.14.1.2

filing date, 2.1.3

Final Result Dialog, A.13.1.11

FOIA, 14

and DB2 databases, 14.1

workflow overview, 14.2

FOIA/PA

Access Record Form, A.13.2.1

Access Request Form, A.13.1.5

Accounting Record Form, A.13.2.2

Active Workflows Screen, A.13.1.1

Amendment Record Form, A.13.1.3

Appeal Request Form, A.13.1.10

Assignments in Queue Screen, A.13.1.2

Denial Record Form, A.13.1.9

Disclosure Record Form, A.13.2.3

Disclosure Request Form, A.13.1.4

Dispute Record Form, A.13.2.4

Exemption Record Form, A.13.2.5

Final Result Dialog, A.13.1.11

Matching Program Records Form, A.13.2.6

Privacy Act File, A.13.2.7

Request Fee Table, A.13.1.6

System of Records Form, A.13.2.8

Workflow Content Page, A.13.1.7

Workflow Review Page, A.13.1.8

FOIA/PA workflow

acknowledge appeal, 14.3.7.2

acknowledge request, 14.3.4.2

create request, 14.3.3.2

create request folder, 14.3.3.1

denial approval, 14.3.6.2

denial decision, 14.3.6

denial refusal, 14.3.6.1

deny request, 14.3.5.2

details, 14.3.1

expedited vs. non-expedited, 14.3.4

initiate appeal, 14.3.7.1

move folder, 14.3.8

overview, 14.3

processing time limits, 14.3.1

review appeal, 14.3.7.3

review request, 14.3.4.1

service request, 14.3.5.1

setup, 14.3.2

folders

definition, 2.2

Freedom of Information Act, 14

freeze

definition, 2.2

freezes

event processing, 10.1.3

scheduling, 9.2.4

freezing

content items, 5.2.2.2

freezing physical items, 6.2.2

frozen items, 10.1.3

G

group reports, 11.2.4

group-user reports, 11.2.5

H

history of reservations, 7.1.1

I

Import with Schema Page, A.12.6

Import/Export Archive Page, A.12.1

importing archives, 13.2.2

importing configuration settings, 13.2.2

importing PCM data, 6.3

file format, 6.3.1

importing PCM settings and data, 13.2.3

In Process (request status), 7.2.1.1

installation

Barcode Utility, 7.3

interface

Audit Fields Page, A.11.9

Barcode File Processed Page, A.5.7

Barcode Processing Page, A.5.6

Barcode Upload Results screen, A.5.4

Barcode Upload screen, A.5.2

Barcode Utility Screen, A.5.1

Browse Processed History Page, A.6.5

Browse Uploaded Files Page, A.6.4

Checked-In Audit Entries Page, A.11.10

Choose District Mapping Page, A.6.2.1

Configure Audit Page, A.11.8

Configure Custom Script Page, A.11.5

Configure Host List screen, A.5.3

Configure Import/Export Schema Page, A.12.2

Configure Mappings Page, A.12.5

Configure Performance Monitoring Page, A.11.1

Configure Report Settings Page, A.10

Configure Retention Settings Page, A.1

Configure Top Level Schema Nodes Page, A.12.4

Create Import/Export Schema Page, A.12.3

Create Manual Pickup Page, A.6.3

Create or Edit Custom Script Page, A.11.6

Custom Script Information Page, A.11.7

Declassify Page, A.4.3

Default Metadata for Audit Entries, A.11.11

Disposition Information Page, A.9.7

Disposition Parameter Dialog, A.9.8

District Mapping Screens, A.6.2

Edit Job Information Page, A.8.3

Edit Recurring Report Schedule Page, A.8.5

Edit Review Information Page, A.7.1

Export with Schema Page, A.12.7

Failed Disposition Page, A.9.4

Federated Query Builder Page, A.14.1.1

Federated Search Details Page, A.14.1.3

Federated Search Results Page, A.14.1.4

Federated Searches List Page, A.14.1.2

Import with Schema Page, A.12.6

Import/Export Archive Page, A.12.1

Job Information Page, A.8.3

Map Metadata Pages, A.6.2.2

Offsite Storage General Setup Page, A.6.1

Pending Disposition Page, A.9.5

Pending Reviews Page, A.9.6

Performace Alert Detail Message, A.11.4

Performance Monitoring Alert, A.11.3

Performance Monitoring Results Page, A.11.2

Physical Item Information Page, A.2.1

Program Videx Barcode Wand screen, A.5.5

Retention Step Audit Result Page, A.9.2

Review Classification Page, A.4.1

Schedule Retention Step Audit Report Page, A.9.3

Scheduled Freezes Page, A.8.4

Scheduled Jobs Listing Page, A.8.6

Scheduled Screening Reports Page, A.8.1

Scheduled Update Page, A.3.3

Search Audit Trail Page, A.11.12

Update Preview Page, A.3.4

Upgrade or Downgrade Classification Page, A.4.2

View History Page, A.8.2

internal content, 2.1.4.1, 2.1.4.1

Internal Item Detail Report, 11.3.2

Iron Mountain, 8.1

J

Job Information Page, A.8.3

L

labels

creating physical item labels, 6.2.3

LaserLite barcode scanner, 7.4.1

layouts supported, 2.4

layouts supported in product, 2.4

life cycle

content items, 5.2.1.1

life cycle of physical items, 6.4.1

lifecycle of retained content, 2.1.3

location of checked-out items, 7.2.1.1, 7.2.1.1, 7.2.1.4

log files for processed disposition events, 6.4.4

lower-case letters and barcodes, 7.3

M

Mail (transfer method), 7.2.1.2

making obsolete

content, 5.2.2.4

managing

physical items, 6.2

Map Metadata Pages, A.6.2.2

marking as reviewed

content, 5.2.3

Matching Program Records Form, A.13.2.6

metadata history, 5.2.1.3

items, 5.2.2.1

moving

content, 5.2.5.1

multi-stage dispositions, 10.3.1

N

new features, 1.3

No Action (disposition action), 10.3.2

No Priority (priority), 7.2.1.3

non-permanent item, 2.1.4.3

Not Found (request item action), 7.2.1.4

Not Found (request status), 7.2.1.1

Notify Authors (disposition action), 10.3.2

O

Obsolete (disposition action), 10.3.2

offsite storage

default information, 8.1.1

file transfer, 8.1.6

manual pickups, 8.1.3

mapping districts, 8.1.2

processed files, 8.1.5

uploaded files, 8.1.4

Offsite Storage General Setup Page, A.6.1

Overdue (request status), 7.2.1.1

overview, 2.2

P

PA, 14

pages, see 'user interface'

pending approvals, 10.2.6.3

Pending Dispositions Page, A.9.5

pending events, 10.2.6

pending review, 10.2.6.4

Pending Reviews Page, A.9.6

Performance Alert Detail Message, A.11.4

performance alert details, 12.1.3

performance alerts, 12.1.3

Performance Monitoring Alert, A.11.3

Performance Monitoring Results Page, A.11.2

permanent items, 2.1.4.3

Physical Content Management

features, 2.3

overview, 2.3

Physical Content Manager

importing settings and data, 13.2.3

uploading barcode data to --, 7.4.2, 7.4.4

Physical Item Information Page, A.2.1

physical item labels

creating --, 6.2.3

physical items

creating --, 6.2

deleting --, 6.2.1

disposition, 6.4.1

disposition actions, 6.4.2

disposition events, 6.4.2

freezing --, 6.2.2

life cycle, 6.4.1

overview, 6.1

printing labels for --, 6.2.3

retention assignments, 6.4.3

retention schedules, 6.4.1

unfreezing --, 6.2.2

Pickup (transfer method), 7.2.1.2

priority, 7.2.1.3

ASAP Rush, 7.2.1.3

No Priority, 7.2.1.3

This Morning, 7.2.1.3

This Week, 7.2.1.3

Today, 7.2.1.3

Privacy Act, 14

Privacy Act File, A.13.2.7

process for reservations, 7.2

processing

batch or scheduled, 10.1.5

processing barcode files, 7.4.5

processing events, 10.1.2

approve deletion, 10.3.2.1

completion, 10.1.2

frozen items, 10.1.3

scheduling, 10.1.5

product

documentation, 1.4

product overview, 2.2

product processes, 2.5

Program Videx Barcode Wand Screen, A.5.5

programming the barcode scanner, 7.4.1

Q

Query Schedule Section, A.3.2

R

Records Destruction Certificate Report, 11.3.4

recurring screening reports

definition, 9.2.2

history, 9.2.3

schedule, 9.2.3

reports

audit trail, 12.3

group, 11.2.4

group-user, 11.2.5

role, 11.2.3

user, 11.2.1, 11.2.2

Request Fee Table, A.13.1.6

request item actions, see 'actions for request items'

request status, 7.2.1.1

Canceled, 7.2.1.1

Checked Out, 7.2.1.1

Denied, 7.2.1.1

In Process, 7.2.1.1

Not Found, 7.2.1.1

Overdue, 7.2.1.1

Returned, 7.2.1.1

Unavailable, 7.2.1.1

Waiting List, 7.2.1.1

reservation requests

properties, 7.2.1

reservations, 7

completed --, 7.1.1

history, 7.1.1

overview, 7.1, 7.1

priority, 7.2.1.3

process, 7.2

properties, 7.2.1

request status, 7.2.1.1

transfer method, 7.2.1.2

retention, 2.1.2.3

retention assignments, 10.1

retention assignments for physical items, 6.4.3

retention assignments, see 'processing events' retention assignments, A.9

retention schedule, 2.2

retention schedules for physical items, 6.4.1

Retention Step Audit Result Page, A.9.2

Retention Step Search Page, A.9.1

retention steps

overview, 10.1.4

screening, 10.2.1

Returned (request item action), 7.2.1.4

Returned (request status), 7.2.1.1

Review Classification (disposition action), 10.3.2

Review Classification Page, A.4.1

review history

content, 5.2.1.2

review information

editing, 10.2.5

reviewer, alternate, 10.1.6

reviewing

classification, 5.2.4.1

content, 5.2.3, 5.2.3

reviewing classification, 5.2.4.1

reviews, 10.2.4

reviews, performing, 10.2.4

role reports, 11.2.3

running updates, 4.2.1

S

saving barcode data to a file, 7.4.3, 7.4.3

Schedule Retention Step Audit Report Page, A.9.3

Scheduled Freezes Page, A.8.4

Scheduled Jobs Listing Page, A.8.6

scheduled screening reports

start date, A.9.3

Scheduled Screening Reports Page, A.8.1

Scheduled Update Page, A.3.3

scheduling, 10.1.5

changes from 10g, 9.1.1

screening reports, 9.2.1

scheduling updates, 4.2.1

screening

overview, 4.1

user-friendly captions, 4.1.1

screening reports

scheduling, 9.2.1

screening retention steps, 10.2.1

Search and Update, 4.2.1

Search Audit Trail Page, A.11.12

Search Results Report, 11.3.3

search templates, 2.4

search templates supported in product, 2.4

searching an archived audit trail, 12.3.6

searching within audit trail, 12.3.3

security classifications

declassifying, 5.2.4.3

downgrading of content, 5.2.4.2

reviewing, 5.2.4.1

upgrading, 5.2.4.2

series

definition, 2.2

Set Home & Actual (barcode action), 7.3.1.1.3

space management, see 'storage space'

start date

scheduled screening reports, A.9.3

starting

Barcode Utility, 7.3

status of request items, 7.2.1.1

subject to review content, 10.1.1

subject to review items, 2.1.4.3

Supersede (disposition action), 10.3.2

System of Records Form, A.13.2.8

T

This Morning (priority), 7.2.1.3

This Week (priority), 7.2.1.3

time dispositions, 2.5

time period

definition, 2.2

time-event dispositions, 2.5

Today (priority), 7.2.1.3

transfer method, 7.2.1.2

Copy, 7.2.1.2

Email, 7.2.1.2

Fax, 7.2.1.2

Mail, 7.2.1.2

Pickup, 7.2.1.2

trigger

definition, 2.2

types of content, 2.1.4

U

Unavailable (request item action), 7.2.1.4

Unavailable (request status), 7.2.1.1

unclassified content, 2.1.4.2

undoing cutoff, 5.2.4.4

unfreezing

content items, 5.2.2.2

unfreezing physical items, 6.2.2

Update Preview Page, A.3.4

updating information, 4.2.1

Upgrade Classification (disposition action), 10.3.2

Upgrade or Downgrade Classification Page, A.4.2

uploading barcode data to PCM, 7.4.2, 7.4.4

directly, 7.4.2

manually, 7.4.4

user reports, 11.2.1, 11.2.2

user-friendly captions

screening, 4.1.1

V

variables

AllowMultipleRequests, 7.1

Videx LaserLite barcode scanner, 7.4.1

View History Page, A.8.2

viewing an archived audit trail, 12.3.7

viewing classified metadata history, 5.2.1.4

viewing failed dispositions, 10.2.2

viewing information

content items, 5.2.1

viewing information about actions, 10.2.3

viewing life cycle

content items, 5.2.1.1

viewing metadata history, 5.2.1.3

viewing pending actions, 10.2.3

viewing pending reviews, 10.2.3

viewing review history

content, 5.2.1.2

viewing scheduled jobs, 9.2.5

W

Waiting List (request status), 7.2.1.1

Workflow Content Page, A.13.1.7

Workflow Review Page, A.13.1.8

workflow steps, 14.2

workflow types, 14.2