2. 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.Chapter 6Chapter 7Chapter 11  For an overview of field names, see the Database Diagram. Database Diagram by Sherry Buchanan (ORZ) and Margaret Ellingson (EMU)

3. 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.\\Ill\illiad\print  Create a folder entitled \\Ill\illiad\print\originals to store “out of the box” templates.\\Ill\illiad\print\originals  Only edit the files stored in the \\Ill\illiad\print folder.\\Ill\illiad\print  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

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

5. Customization Manager

6. LocalInfo

7. Field Names  Database Diagram Database Diagram  Chapter 11 Table Fields Chapter 11  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.

8. Lending Loan Slips Original

9. Modified Lending Loan Labels Special Features: OCLC Number Borrowing Notes Date Printed Shipping Labels Preferred Delivery Reasons for No Billing Information Coming Soon… OCLC # Modified BN LABELS DATE DELIVERY METHOD PAGING NOTES BILLING INFO.

10. Courier Labels

11. Additional Samples  Borrowing Loan Labels Borrowing Loan Labels  Borrowing Return Slips Borrowing Return Slips  Invoices Invoices

12. Borrowing Loan Label Original # PIECES SPECINS LABELS TIP: USE BARCODE FONT START CNTRL PANEL FONTS DOUBLE CLICK

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

14. Invoice BANNER ID

15. Important Information  Save to the desktop before editing  Turn on the mail merge toolbarmail 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

16. 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

17. Mail Merge Toolbar

18. 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.

19. Courier Labels if/then NEW! 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

20. Endless Possibilities  Color  Highlighting  Sticker paper  Luggage straps  Barcode anything  Use BADDRESS2 field ...

21. What are you doing?  ???

22. Contact Information 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 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...