February 2011

1. Aleph client updates and installation

2. UBorrow staff permissions

3. Printing and email setup

4. Interfacing with ILLiad system

5. Troubleshooting and reporting problems

UBorrow request functionality available in the Union catalog

Returnables, currently defined as◦ Bib format BOOK or AV, AND◦ Not available at your library (not owned, checked out or

otherwise unavailable) AND◦ Loanable / requestable at another SUL according to Aleph

xxu50/tab/tab15.eng or Item Statuses table*

If the first two criteria are met but the item is NOT available at another SUL, will automatically present ILLiad login

*If an item is available locally but is NOT loanable / requestable (e.g. Reference, Special Collections), it will be UBorrow-able if it is loanable / requestable at another SUL.

Enable users to access the UBorrow service – Word of mouth advertisement

Gain “real life” experience regarding how UBorrow is actually used

Test libraries’ workflows in advance of wider publicity

Determine additional needs / priorities for full launch

Thursday, February 24 End of the day – UBorrow permissions in Test

disabled in final preparation for move to Production

Friday, February 25 Version check files available to update existing

Production clients New clients available for download as needed.

Monday, February 28 (overnight) Patron functionality available in Mango

Tuesday, March 1 (at opening) UBorrow live

Aleph client updates and installation◦ Link to client installation files

http://fclaweb.fcla.edu/node/110

◦ Version Check updates for current clients◦ New Prod Client Install if needed

UBorrow staff permissions – UB Implementation Team asked to send UB staff Aleph logins. FCLA will add UB permissions. Ready by Mar 1st.

Printing and email setup◦ http://fclaweb.fcla.edu/node/2627, Link to FAQs with

detailed printing and email setup instructions

Basic Steps◦ Print Daemon◦ Alephcom/tab/alephcom.ini, print.ini◦ ILL/tab/print.ini (email letter, print slip)◦ Labels: Available in client from Services – Lending –

Need to set Margins to zero◦ Margins can be set either in Internet Explorer- page

setup or Htmlprint – alephcom/bin/

Aleph UBorrow – PC setup based on function◦ PC used for Lending – Print Pullslips or Labels◦ PC used for Borrowing – Email Arrival Letter & Print

Arrival Slip (ill/tab/print.ini setting default in client)

PCs used for Circ ◦ Circ/tab/circ.ini

[Ill]ReturnIll=N (Default)N = Returned by Patron (two step – return in Circ & then

on to UBorrow dept for return in AlephILL)Y = Returned by Library (one step – return in Circ creates

return in AlephILL)◦ Print TransferSlip – (same as Circ – needed for

Institutions with multiple libraries) submit RT for Assistance with setup.

Interfacing with ILLiad system

◦ Click above for link to see sample of the email that is sent to the patron to let him/her know that the requested is not available in UBorrow, but may be requested via ILL.

◦ Bib info passed to ILLiad via OpenURL. Submit RT for assistance with setup

Troubleshooting and reporting problems◦ http://fclaweb.fcla.edu/uborrow_implementation -

Implementation Team - first line of support at Institution

◦ New UBorrow RT queue for UB related issues

◦ Moving around the client – using symbols at bottom right to jump from module to module

Troubleshooting and reporting problems, cont.

◦ Failed Requests: Locate Failed (generally communication issue), APDU exceptions, found under Admin tab (generally

typo errors). * It is very important to notify FCLA for assistance.

Fixes will need to be made at all SULs for UBorrow to function properly.

◦ Scannable Barcodes – if scannable barcodes not showing on pullslip or Arrival slip, may need Barcode fonts installed, contact FCLA for assistance or download from Microsoft site.

Questions?