print templates presented by: melanie cornell. what are print templates ? enable flexible and...
TRANSCRIPT
Print Templates
Presented by: Melanie Cornell
What are Print Templates? Enable flexible and customizable output of
Millennium print jobs Use default templates (provided by Innovative) OR
create custom templates using iReport (free 3rd party software)
optionally save print job to PDF format Support printing diacritics
Print Templates – Circulation Notices Bills Courtesy notices Fine adjustments Fine notices Hold cancellation notices Hold pickup notices Hourly overdue notices INN-Reach paging slips Item paging lists Item paging slips Manual fine notices Overdue notices
Pickup Anywhere paging slips
Recall notices Statements of charges Statements of checked-
out items Statements of
organization charges Title paging lists Unsuccessful TNS
overdue notices Unsuccessful TNS pickup
notices
Print Templates – More Circulation
Hold Slips Monographic Labels Transit Slips
Print Templates - Acquisitions
Claims and Cancellations for orders
Spine Labels Purchase Orders Routing Slips
Print Templates - Cataloging
Spine Labels Routing Slips
Print Templates - Serials
Spine Labels Routing Slips Serial Claims
Remember these?
Compare Claims Forms
BEFORE
AFTER
Print Templates Enable Print Templates
Character-based Millennium
Print with Print Templates Millennium
Customize Print Templates
Enable Print Templates: step 1 (of 3)Enable under Set System Options in the character-based system: A > ADDITIONAL system functions A > ALTER system parameters S > SYSTEM codes O > Set system OPTIONS D > Database maintenance 40 > Enable Print
Templates................................................YES
Enable Print Templates: step 1
Enable Print Templates: step 2
Assign template authorizations to users: 282|Preview print templates 283|Update print templates tab 284|Import/export print templates 285|Delete print templates
Enable Print Templates: step 2
Character-based (A – A – P – … )
Enable Print Templates: step 2
Millennium …
Enable Print Templates: step 3
Enable print templates from within each applicable staff’s Millennium settings
Enable Print Templates: step 3
Enabled – what’s next?
Printing with Print Templates
Millennium Serials Process claims In “Send Claims” Mode …
Select “Claims to Print” from dropdown menu
Printing with Print Templates Millennium
Send Claims Mode Claims to Print
File | Select Printer | Print Templates
Printing with Print Templates Select output type serials claims
Printing with Print Templates
NOTE: Depending on individual Millennium system settings, staff may bypass selecting printer selecting output type
jumping directly to print method selection ...
Printer Selection Select print method – Print or PDF (your
choice) For Print, choose a printer For PDF, enter a file name and a destination on
your PC
Customizing Print Templates
Customize Print Templates Detailed information on how to customize
Print Templates: http://csdirect.iii.com/documentation/wikis.shtml
Print Templates Wiki (user-provided resources) http://csdirect.iii.com/lswiki/PrintTemplates/WebHome custom templates Tips other resources provided by print templates
users. Visit the wiki to get ideas or to share your experiences.
TrainingInnoU Courses
http://csdirect.iii.com/innou/catalog.php?training_type_id=&category_id=84&submit=Submit
Customizing Print Templates Millennium Circulation Millennium Cataloging Spine Labels Millennium Acquisitions Purchase Orders and
Serials Routing Slips
Resources Print Templates (CSDirect) (
http://csdirect.iii.com/documentation/print_templates.php) Get Started with Print Templates (
http://csdirect.iii.com/documentation/pt_start.shtml) Print Templates Settings (107522) (http://
csdirect.iii.com/manual/gmil_settings_print_templates.htm) Print Templates (Innovative guide & Reference: Page # 100459)
(http://csdirect.iii.com/manual/gmser_claim_printing.html) Print Templates Troubleshooting Guide (
http://csdirect.iii.com/documentation/trouble_printtemplates.shtml)
Print Templates Wiki - share tips and custom templates (http://csdirect.iii.com/lswiki/PrintTemplates/WebHome)
iReport (download from CSDirect: http://csdirect.iii.com/downloads/ireport.shtml) Version 1.3.3 is the only version that will work with Print Templates
Thank you