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Customizing ILLiad's Word Templates and Email Notices

Customizing ILLiad's Word Templates and Email Notices. See the Atlas Knowledge Base; ILLiad Administrative Suite: Implementation Guide, Chapter 6 , Chapter 7 and Chapter 11 for additional information. For an overview of field names, see the Database Diagram .

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Customizing ILLiad's Word Templates and Email Notices

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  1. Customizing ILLiad's Word Templates and Email Notices • See the Atlas Knowledge Base; ILLiad Administrative Suite: Implementation Guide, Chapter 6, Chapter 7 and Chapter 11 for additional information. • For an overview of field names, see the Database Diagram. by Sherry Buchanan (ORZ) and Margaret Ellingson (EMU)

  2. Word Template Customization • ILLiad merges MS Word Documents and .dbf files, allowing you to customize documents such as lending paperwork, borrowing loan labels and invoices simply by editing the templates stored in the \\Ill\illiad\print folder. • Create a folder entitled \\Ill\illiad\print\originals to store “out of the box” templates. • Only edit the files stored in the \\Ill\illiad\printfolder. • Before editing any document, open it and save it to your desktop. When complete, save over the copy in the print folder. 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. SUGGESTION

  3. E-mail Customization • Suggestion, keep a folder entitled \\Ill\illiad\email\originals, and only edit the files stored in the main folder. • Files are stored in the \\Ill\illiad\email folder and can be customized with any text editor. • The subject of the E-mail message is defined in the Customization Manager. • See the LocalInfo table in the Customization Manager to view and update location-specific field names. • See the Database Diagramto view and update item-specific field names (Users and Transactions information).

  4. Customization Manager

  5. LocalInfo

  6. Field Names • Database Diagram • Chapter 11 Table Fields • It’s handy to view field names while in ILLiad; to do so, log into the client, click Edit Request, select a Category and then click Search. Tab to see field codes.

  7. Original Lending Loan Slips

  8. BN OCLC # DATE Modified ModifiedLending Loan LabelsSpecial Features:OCLC Number Borrowing NotesDate PrintedShipping LabelsPreferred DeliveryReasons for NoBilling InformationComing Soon… LABELS DELIVERY METHOD PAGING NOTES BILLING INFO.

  9. Courier Labels

  10. Additional Samples • Borrowing Loan Labels • Borrowing Return Slips • Invoices

  11. Borrowing Loan Label Original TIP: USE BARCODE FONT # PIECES LABELS SPECINS STARTCNTRL PANELFONTSDOUBLE CLICK

  12. Borrowing Return Slip Original LABELS TIP: BE SURE TO RETAIN THE «Next Record» FIELD CODE

  13. Invoice BANNER ID

  14. Important Information • Save to the desktop before editing • Turn on the mail merge toolbar • Beware of edit, select all - Barcode is a font • Avoid text boxes - Only use nested tables • Right click to toggle a field code • To view all field codes: Tools, Options, View tab, check field codes • “Edit, Undo” is your friend

  15. How to Insert a Field • Consider the information you want to relate to patrons, borrowing libraries and office staff. • Click the Insert Merge Field button • Select the Field Name • e.g. Add «SHIPPINGOP» • Voila

  16. Mail Merge Toolbar

  17. If / Then Statements • Lending Billing InformationBILLING CATEGORY: «BILLINGC_1»MAX COST: «MAXCOST»CHARGES: $10.00 IFM (non-IFM invoiced monthly) • CHARGES line is an if/then: If Billing Category is Exempt, Then NO CHARGE prints. Otherwise, $10.00 IFM prints.

  18. NEW! Courier Labels if/then ADDRESS4 = COURIER DROPSITE NAMES (OTHERWISE EMPTY) BADDRESS3 = COURIER SORT CODES If/Then Statement: IF {MERGEFIELD ADDRESS4} = “ ” “INSERT FILE OF YOUR U.S. MAIL LABELS HERE” “INSERT FILE OF YOUR COURIER LABEL HERE”

  19. Endless Possibilities • Color • Highlighting • Sticker paper • Luggage straps • Barcode anything • Use BADDRESS2 field • . . .

  20. What are you doing? • ???

  21. Contact Information Margaret W. Ellingson Emory University Woodruff Library Atlanta, GA 30322-2870 USA p (404) 727-6893 f (404) 727-0052 e libmgw@emory.edu a ariel.library.emory.edu Sherry Buchanan Portland State University Branford P. Millar Library ROOM ML 284 / PO BOX 1151 Portland OR 97207 p (503) 725-3877 f (503) 725-4527 e sherryb@pdx.edu a 131.252.180.29 or ariel.lib.pdx.edu Enjoy the Meeting . . .

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