Docline

SUMMARY

Docline 2.0 is scheduled for release on Monday, December 8th, 2003. The service will be down starting Friday, December 5th at 5pm EST and is expected to be back up by 7am EST on Monday.

Once Docline 2.0 is in place there is only one change necessary for the ILLiad Borrowing module to send out requests on Docline.

EDITING FILLARTICLE.TXT

Each ILLiad client machine that uses Docline should have a c:\illiad\docline\FillArticle.txt text file.

You will need to open that file in Notepad and add one more tab to the end of the text file before the final enter command. So the text of the file would be:

{tab}{tab}{tab}{tab}{tab}<#User>{tab}oo{tab}{tab}{tab}<#Lastname>, <#FirstName> - <#TransactionNumber>{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{tab}{enter}

The change from the previous version is that there are 28 tabs after the TransactionNumber tag instead of 27.

You can also download an updated text file from this link to FillArticle.txt (right click on the link and choose save as ...) and replace it in your c:\illiad\docline folder.

As a note, if you do not want the macro to automatically forward to the shipping address screen in Docline, remove the final {enter} from the text file.

SUMMARY

You can customize the macros that ILLiad uses to fill the Docline requests.  The macros are the FillArticle.txt and FillLoan.txt files.  These files reside in C:\illiad\docline on each ILLiad client machine.  The files store TAB commands and merge fields that ILLiad accesses to know how to fill the Docline Web pages.  

The merge fields are the same as those used by ILLiad in the e-mail templates.  The merge fields allow you to use any field in the ILLiad request, user's record, or your office contact information (LocalInfo) to automatically fill a field in the Docline workform.  

The {TAB} commands instruct ILLiad to tab through the fields on the Docline workform.  

the {Enter} command mimics the pressing of the Enter key.  It can be used when a button needs to be activated in the Docline workform. 

EXAMPLES

Here is an example of the FillArticle.txt macro file:  

{tab}{tab}{tab}{tab}{tab}<#User>{tab}oo{tab}a{tab}a{tab}<#Lastname>, <#FirstName> - <#TransactionNumber>{tab}{Enter}

Note:  The existence of merge fields together without a {tab} means that the information will appear in one field in the Docline workform (i.e. the patron information all showing in one field). 

MORE INFORMATION

See Customizing E-Mail Files

SYMPTOMS

When on the Borrowing Request Form, clicking Docline .. Search does not switch to Docline to perform the search. There are no error messages, but the program just does not respond.

CAUSE

There are several possible causes for this problem. First, Docline may not be opened on the client machine. Also, the web browser used for Docline may not have the standard title in the toolbar.

RESOLUTION

First, verify that Docline is opened on the client machine with the latest version of Microsoft Internet Explorer and the Search UI form is displayed. Also, be sure that the cursor is in the UI Number edit box on the web page.

Next, verify that the Docline Window Title key matches the titlebar of the Docline system in the web browser. Note that Docline searching only works with Microsoft Internet Explorer. The value will most likely be " - Microsoft Internet Explorer" (note the space at the beginning). Basically, the value should be whatever follows after Docline ® on the web form after logging into Docline. In some cases your title may say something like "Docline ® - Microsoft Internet Explorer provided by ABC Library". In that instance you would want the DoclineWindowTitle customization key to be " - Microsoft Internet Explorer provided by ABC Library".