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SUMMARY

ILLiad Client version 6.1.0.0 simplifies the various ILLiad Print processes by eliminating the following steps:

1. Moving items to the Print queue
2. Manually opening the documents to be printed
3. Emptying the Print Queue upon completion of the print job

These functions are now built into the ILLiad Client as a single "Print" step.

The print templates to be opened by the ILLiad Client are now specified by the institution from the Customization Manager.

In addition, there is now a Print Sessions Option under the Maintenance Menu that allows you to re-print the last 30 print sessions should the need arise to do so.

SETUP

There are several new keys added to the database that can be changed for your site. These keys are:

If you would like to be able to print article and loan requests separately, be sure to change the SeparatePrintOptions key to No.

Also, you may need to change the PrintDocumentsPath to the location of your Word documents. If on your illiad server the value would be: \\servername\illiad\print\ where the servername is your ILLiad server. This value may also be a mapped drive (i.e.X:\). As always, be sure whatever value is there has a trailing backslash. Shared server installations can have different path names as well as Word document names.

EXAMPLES

After Checking in Borrowing items from the Lending institution the print process is as follows:

• Go to the Receives Menu on the ILLiad Main Menu and choose Print Receives.

The received items will be moved to the print queue and the ILLiad client will open up the print documents associated with the Received From Lending Library print process. Typically, these are BorrowingLoanLabels.doc and BorrowingLoanSlips for Loans and BorrowingArticleLabels.doc for articles, although you may specify any documents used by your institution.

The ILLiad client will open each document based on the transactions to be printed. Thus, if no articles have been checked in, any designated article-specific documents will not open.

• For each document to be printed, click the Merge to new Document button as usual. Each document will merge with the transaction and user data and ready itself for printing.
• Print the documents.
• When you have successfully printed each document, close them, without saving them, as usual.
• Refresh the ILLiad Main Menu by clicking the refresh button.

You will see that the transactions just printed have automatically been cleared from the print queue and are now in the Awaiting Customer Contact queue.

• From this point in the Borrowing process, proceed as normal.

MORE INFORMATION

The print templates to be opened by the ILLiad Client are specified by the institution from the Customization Manager.

For Borrowing print functions, the following keys are located under Borrowing - Printing:

• BorrowingPrintALADocsArticle (Example Entry: BorrowingALARequests.doc)
• BorrowingPrintALADocsLoan (Example Entry: BorrowingALARequests.doc)
• BorrowingPrintReceivesDocsArticle (Example Entry: BorrowingArticleLabels.doc)
• BorrowingPrintReceivesDocsLoan (Example Entry: BorrowingLoanLabels.doc,BorrowingLoanSlips.doc)
• BorrowingPrintReturnsDocsArticle (Not typically used.)
• BorrowingPrintReturnsDocsLoan (Example Entry: BorrowingReturnSlips.doc,BorrowingReturnAddressLabels.doc)

For Lending print functions, the following keys are located under Lending - Printing:

• LendingSecondaryDocsArticle (Example Entry: LendingArticleSlips.doc)
• LendingSecondaryDocsLoan (Example Entry: LendingLoanLabels.doc,LendingLoanSlips.doc)
• LendingShippingDocsArticle (Example Entry: LendingArticleShippingLabels.doc)
• LendingShippingDocsLoan (Example Entry: LendingLoanShippingLables.doc)
• LendingStacksDocsArticle (Example Entry: LendingArticleSlips.doc)
• LendingStacksDocsLoan (Example Entry: LendingLoanLabels.doc,LendingLoanSlips.doc)

For Document Delivery print functions, the following keys are located under Doc Del - Printing:

• DocDelPullSlipDocsArticle (Example Entry: DocDelArticleSlips.doc)
• DocDelPullSlipDocsLoan (Example Entry: DocDelLoanLabels.doc)

For each of these keys, you may specify which document(s) to print. If more than one document is needed for a particular print function, these should be separated by commas. For Example: BorrowingPrintReceivesDocsLoan could be set to:

BorrowingLoanLabels.doc,BorrowingLoanSlips.doc

This would open both documents and ready them for the merge.