Banner Bookshelf

The SunGard Higher Education Banner Documentation Bookshelf is an easy way to access Banner documents directly from your computer. The Bookshelf includes both user and technical documentation. Documents in the Bookshelf appear in PDF (portable document format). They look the same as the hard copy versions, regardless of the computer you are using. You can print any document locally.

The Bookshelf can be downloaded to a central location at your institution, making it available for use by authorized users. Our system administrator has set up the Bookshelf for UMW users.

In addition to the system setup, you must install Adobe Reader® on your computer.  This software is freely available from Adobe and lets you read, print, and search the PDF files in the Bookshelf.  You may download Adobe Reader® from


To Create a Desktop Shortcut for the Bookshelf:

  • Open Windows Explorer.
  • Browse to the location where the Bookshelf directory is stored (xxx).
  • Right click xxx.pdf and choose Create Shortcut.
  • Drag the shortcut to your desktop.
  • (Optional) Rename it.
  • Double-click the icon to launch the Bookshelf.


To access a specific manual and chapter:

  • Open the Bookshelf.
  • In the left pane, click the bookmark in front of the product you want to access.
  • The bookmark expands to show the product’s documents.  If necessary, expand bookmarks in the left pane until you see the document or chapter you want to display.
  • Click the name of the document or chapter you want to display. The selected document or chapter appears in the right pane.


To set up your search preferences:

You can search for information in one or more documents. You must set up your preferences before you can search the Bookshelf. You only need to enter these setups once.

  • Open the Bookshelf.
  • Select File>Preferences>Search to display the Acrobat Search Preferences window.
  • Set up your preferences.
  • Click the  button.


To attach indexes for the documents you want to search:

Before you can search a document, you must attach its index. You only need to attach a specific index once.

  • Determine where the index files are located (file extension .pdx). They are in the folder named _indexXx,where X is the release number. This folder is located in the same folder as the Bookshelf files. Check with your data center personnel, if necessary.
  • Open the Bookshelf.
  • Select Search Indexes in the left pane. The Index Selection window appears with a list of the currently attached indexes.
  • Click the Add button. The Add Index window appears.
  • Select the index you want to attach. You may have to change directories to find it.
  • Click the Open button. The selected index is added to the Index Selection window.
  • Repeat steps 4 through 6 for each index you want to add.
  • Click the  button in the Index Selection window.


To search for information:

  • Open the Bookshelf.
  • Click the Search button in the Acrobat Tool bar, or select Search Query in the left pane. The Adobe Acrobat Search window opens.
  • Enter the text you want to find.
  • Click the Indexes button. The Index Selection window appears.
  • Select the manuals you want to search.
  • Click the  button in the Index Selection window. The Index Selection window closes.
  • Click the Search button in the Adobe Acrobat Search window. If one file contains the requested text, the file appears. This procedure ends.




If more than one file contains the requested text, the Search Results window appears with a list of the files that contain the requested text. Continue with step 8.

  • Select the file you want to display.
  • Click the View button. The selected file appears.