customizing illiad's word templates and email notices chelle batchelor head, document delivery...
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Customizing ILLiad's Word Templates and Email Notices
Chelle Batchelor
Head, Document Delivery Services (ILL)
UNLV Libraries
Original presentation materials created by Sherry Buchanan
My ILLiad Perspective
Single-server environment Branch library ILL managed centrally Server hosted by Atlas
Customization Resources OCLC ILLiad Administrative Suite:
Implementation Guide Version 7.1 (IG)http://www.atlas-sys.com/documentation/illiad/content/OCLCILLiadImplementationGuide.pdf
Atlas Knowledge Basehttp://www.atlas-sys.com/kb/
ILLiad Database Diagramhttp://www.atlas-sys.com/documentation/illiad/content/ILLiadDatabaseDiagram.pdf
Atlas Community Portalhttp://www.atlas-sys.com/community/
E-Mail Customization
Changing Email Subjects
The subject of the E-mail message is defined in the Customization Manager
Open Borrowing/Email or Borrowing/Electronic Delivery
Click on the key for the subject of the notice you want to edit
Change the value Click on “Update Key Value”
Customization Manager
Changing Text of Email Notices
Notices are in your illiad\email folder
IG 12-211 to 12-214 shows what process uses which .txt file
Changing Text of Email Notices
Email notices are simple text files so you can just open and edit them
Dear <#FirstName> <#LastName>,
Title: <#LoanTitle>Author: <#LoanAuthor>TN: <#TransactionNumber>
This loan is now available for checkout.
It is due back to the library by: <#DueDate>.
fieldnames
Field Names See the LocalInfo table in the Customization
Manager to view and update location-specific field names.
See the Database Diagram for item-specific field names (Users and Transactions information).
You can also view field names while in ILLiad: log into the client (Borrowing), click Edit Request, select a Category and then click Search. The column headings are field names that you can
use in your customized emails.
LocalInfo
Database Diagram
fieldnames
fieldnames
Within ILLiad: General Search Form
E-mail Customization Tip
Keep a folder entitled \illiad\email\originals, and only edit the files stored in the main folder
Branch Library Example
Single-server environment, but branches have their own NVTGC “delivery location” code
Original attempt at a generic loan noticeILLloan.txt
Dear <#FirstName> <#LastName>
Title: <#LoanTitle>
Author: <#LoanAuthor>
TN: <#TransactionNumber>
This loan is now available for checkout at your preferred delivery location*.
This item is due back to the library by: <#DueDate>.
When Atlas gave me branch locations, they gave me keys for the email notices for each branch, and set each key to the default email for that process.
Separate text file for Branch
Filename: archloan.txt
Dear <#FirstName> <#LastName>
Title: <#LoanTitle>Author: <#LoanAuthor>TN: <#TransactionNumber>
This loan will be available for checkout at the Architecture Studies Library within the next 24 hours.
This item is due back to the library by: <#DueDate>.
After creating the separate email for a branch, I assigned the filename to the appropriate key
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Word Template Customization
Word Template Customization ILLiad merges MS Word Documents and .dbf files,
allowing you to customize documents simply by editing the templates stored in the \illiad\print folder. Examples: Lending bands Lending labels Borrowing bands Borrowing check out slips Invoices
Note: Most ILLiad servers are set up so that ILLiad documents are read-only from anywhere other than the server itself. Contact your ILLiad server administrator to get permissions to modify these files.
What Prints When (IG 11-178)
Controlling What Prints
Enter Customization Manager Open Borrowing, Lending, or Document
Delivery Open Printing You can change what prints for a process
by removing from or adding to the list under “Key Value”
ILLiad came pre-set to print Loan Labels
After removing “LendingLoanLabels.doc,” the Word document for sticky labels no longer opens
Changing Word Templates
Create a folder entitled \illiad\print\originals to store “out of the box” templates
Only edit the files stored in the \illiad\print folder
Before editing any document, open it and save it to your desktop. When complete, save over the copy in the print folder.
Changing Word Templates
If you’re not live yet, run a test record through the entire process before trying to customize templates
Open the document you want to edit and respond “yes” to the .dbf question
Turn on Mail merge toolbar (shown below)
Mail Merge Toolbar
Editing Word Templates Edit text as usual Change format, but don’t use text
boxes (nested tables work better) Test your results by merging data to
new document “Edit, Undo” is your friend [CTRL-Z]
Lending Article Slips:
Original
Edited Article Slips
How to Insert a Merge Field
Refer to IG p. 11-181 to 11-189 for detailed Merge Field information
Click the Insert Merge Field button on the Mail Merge Toolbar
Select the Merge Field Name
Inserting a Merge Field
ModifiedLending Loan LabelsSpecial Features:
OCLC Number Borrowing NotesShipping LabelsPreferred DeliveryReasons for NoBilling Information
Courier Labels
Borrowing Loan Label
TIP: USE BARCODE FONT
Borrowing Return Slip
TIP: BE SURE TO RETAIN THE «Next Record» FIELD CODE
Invoice
BANNER ID
Note: the illiad\print folder contains multiple templates for invoicing. If you use Billing Manager, make sure you edit the templates with BillingManagerInvoice at the end of the filename.
IF/THEN statements
Show hidden codesToolsOptions“View” tabCheck “Field codes”
IG p. 11-193 to 11-194
Band with IF/THENs
Another If / Then Example
Desired Outcome: If Billing Category is Exempt, Then NO CHARGE prints in CHARGES line. Otherwise, $10.00 IFM prints in CHARGES line.
Lending Billing InformationBILLING CATEGORY: «BILLINGC_1»MAX COST: «MAXCOST»CHARGES: determined by if/then/else
Word’s “Insert Word Field” Function
Helpful tips for all editing
Save a copy of your last working version Also have a copy of originals “just in case” Start with a template, rather than trying to
start from scratch Share ideas with your peers!
Atlas Community Portal
http://www.atlas-sys.com/community/index.php
A place where we can share ideas!! See other people’s sample Email and
Word documents and post your own Genie has posted original documents in
case you lose your back-up copies
???
Contact InformationChelle BatchelorHead, Document Delivery Services (ILL)
UNLV Libraries4505 Maryland ParkwayBox 457006 Las Vegas, Nevada 89154
p (702) 895-2154f (702) 895-2283e [email protected] 131.216.164.16
Enjoy the Meeting!