Yoel Kortick Senior Librarian

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Presentation transcript:

Yoel Kortick Senior Librarian XML To Letter Admin and Notification Template How to preview xsl configuration without sending the letter Yoel Kortick Senior Librarian https://www.visitspokane.com/media/photo-gallery/

XML To Letter Admin and Notification Template The actual configuration of the letters is done under ‘Configuration > General > General Configuration’

XML To Letter Admin and Notification Template Notification Template = Allows staff to test the output of a letter XML To Letter Admin = Allows staff to register a user to receive the XML of a specific letter. The XML is then used in ‘Notification Template’ The XML from “XML To Letter Admin” is used as an input for “Notification Template” This is useful because configuration changes can be made in the xsl of the letter and then tested via “Notification Template” to see how the letter will appear without actually sending it.

XML To Letter Admin and Notification Template For example on the next screen is the letter for the order to the vendor. Let’s say for example that the library wants to Remove the column “Note” from the table Put the title in the first column. Remove the ‘Shipping method” from the letter. Before actually beginning to send the new version of the letter to a vendor library wants to first check how the configuration will appear. Library wants to check the configuration changes without actually sending the letter.

XML To Letter Admin and Notification Template Library wants to remove this Library wants to remove this Library wants to move this left to first column

XML To Letter Admin and Notification Template The letter to the vendor is “Order List Letter” For a full list of all Alma letters see the “Alma Letters” table at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters

XML To Letter Admin and Notification Template The letter to the vendor is “Order List Letter”. This can be identified via the table “Alma Letters” at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/050Administration/050Configuring_General_Alma_Functions/070Configuring_Alma_Letters Via ‘Configuration > General > General Configuration > XML To Letter Admin’ we check “OrderListLetter” and define who the staff user is who will receive the xml (see next slide)

XML To Letter Admin and Notification Template Will be sent to this user The xml of this letter

XML To Letter Admin and Notification Template The xml arrived by mail

XML To Letter Admin and Notification Template We put it in an xml file

XML To Letter Admin and Notification Template The xsl of the letter has been changed as we desire (more about configuring the xsl in separate presentation) Removed shipping method

XML To Letter Admin and Notification Template The xsl of the letter has been changed as we desire (more about configuring the xsl in separate presentation) Put title in first column of table and remove note

XML To Letter Admin and Notification Template Now we will test the xsl configuration change without sending the letter. Via ‘Configuration > General > General Configuration > Notification template’ we upload the xml and click save We could define to send this to a specific person’s email but instead we will just have it appear in a new window.

XML To Letter Admin and Notification Template Now we will click “Run XSL”

XML To Letter Admin and Notification Template After clicking “Run XSL” the letter will open and staff user can see how the new configuration appears. Letter is not actually sent. Note that the letter will open in new tab or new window depending on browser settings. Check your browser settings if it does not open and change accordingly (even if temporarily) Examples from Firefox Examples from Chrome

XML To Letter Admin and Notification Template Letter opens and we can see how the new configuration appears. It was not sent to vendor. Note that the letter will open in new tab or new window depending on browser settings. Check your browser settings if it does not open. Shipping method and note” were removed. “Title” is in first column.

Thank you