Relevant to: Faculty, Staff
Introduction
This article will provide tips on how to use Banner Document Management (BDM).
Table of Contents
How to get to BDM
How to get training
How to query for documents
How to view documents
How to view index fields for an open document
How to customize query results
How to create a range search
How to create a list search
How to create a saved query
How to view multiple windows using Citrix Connect
How to get to BDM
There are 3 ways to get to BDM:
- via Administrative Banner
- When off-site, via Citrix Connect (http://connect.esc.edu)
- via the web, from within the campus network (if you're working off-site, use VPN to access the campus network)
The link to BDM is under Applications in the Staff Resources section of the Staff Portal. The direct web address is: https://bdm2.esc.edu/AppXtender /ISubmitQuery.aspx?sso=true. When you log out of BDM, you'll land on a blue open text login screen. Although it looks as if you can log back in from there, you can't. Instead, you should access BDM using one of the methods listed above.
How to get training
Online training is available on KnowBe4 (https://training.knowbe4.com/login). If you don't see BDM in your list of training modules, contact the Service Desk to request it.
How to query for documents (web access)
1. Click on the appropriate application on the left-hand side You will only see applications that you have access to.
2. Click on New Query
3. The index card will appear. Fill in the appropriate index field(s) you would like to search by and hit run.
4. This will open a list of query results
How to view documents
- Hover over the document icon to see a preview image of the document.
- In the Query Results, double click online to open and view the document or click Open from the blue triangle.
- Once in the document, you can navigate the different pages through the page arrows on the top left or by clicking on the appropriate page on the left-hand column.
- You can also navigate to the next or previous document on the original query results list by clicking the previous or next arrow on the top right-hand corner of the page.
How to view index fields for an open document
Clink on the show/hide icon to the right of the document.
How to customize query results
(Optional) You only need to do this once for each application, as your changes will be saved.
1. When in Query Results, click on the Customize Query Results (gear icon)
2. Then choose a query field and move it up using the arrows to move the column closer to your other fields.
How to create a range search
A range search will do a search based on the criteria entered. For example, use it to search for a document that has been received after a specified date.
1. Search Range for Activity Date.
Type of Comparison: Greater Than
Value: Enter the date you want to search from (date format: YYYY-MM-DD).
Click OK.
The example below is searching for documents added after November 10, 2020.
2. The activity date field will update with the expression.
3. Click run
4. Query results will appear.
How to create a list search
A list search allows you to search more than one value at a time. For example, you might search for documents for multiple students.
1. Open an Application Query screen and select the list search icon next to the field that you want to query on.
2. Enter a value in Field Value, then click ADD. Repeat steps until all your values are display In the box. Then click OK.
3. The field will update with the list.
4. Your Query will display the result set list.
How to create a saved query
1. Enter search data into the query field(s). Click on Save at bottom of screen.
2. Enter the name of the saved search in the Name field and click Save.
NOTE: Do NOT select “Available to all users”
3. You can access the saved search from the Saved Queries list
You can run, Edit, or Delete the saved query from the saved query list.