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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)
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\print folder. 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
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 Diagram to view and update item-specific field names (Users and Transactions information).
Customization Manager
LocalInfo
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.
Lending Loan Slips
Original
ModifiedLending Loan LabelsSpecial Features:
OCLC Number Borrowing NotesDate PrintedShipping LabelsPreferred DeliveryReasons for NoBilling InformationComing Soon…
OCLC #BN
LABELS
DATE
DELIVERYMETHODPAGING
NOTESBILLING
INFO.
Courier Labels
Additional Samples Borrowing Loan Labels Borrowing Return Slips Invoices
Borrowing Loan Label Original
# PIECES
SPECINS
LABELS
TIP: USE BARCODE FONT
STARTCNTRL PANEL
FONTSDOUBLE CLICK
Borrowing Return SlipOriginal
LABELSTIP: BE SURE TO RETAIN
THE «Next Record» FIELD CODE
InvoiceBANNER ID
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
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
Mail Merge Toolbar
If / Then Statements Lending Billing Information
BILLING 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.
Courier Labels if/thenNEW!
If/Then Statement: IF {MERGEFIELD ADDRESS4} = “ ” “INSERT FILE OF YOUR U.S. MAIL LABELS HERE” “INSERT FILE OF YOUR COURIER LABEL HERE”
ADDRESS4 = COURIER DROPSITE NAMES (OTHERWISE EMPTY)
BADDRESS3 = COURIER SORT CODES
Endless Possibilities Color Highlighting Sticker paper Luggage straps Barcode anything Use BADDRESS2 field . . .
What are you doing? ???
Contact InformationSherry 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
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
Enjoy the Meeting . . .
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