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 3 rd 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

Print Sequence Using Print Templates

Customizing Print Templates

Customize a Print Template  Export a default print template to your PC  Highlight the template  click Export.  File format is jrxml (Jasper Report xml)  Click Choose a directory  Customize exported Print Template with free software called Jasper iReport version (downloadable from CSDirect:  Once the Print template is customized, save it with a different name than the default and Import it back to Millennium via Admin|Settings|Print Template|Import button

Customize a Print Template  Customizing our print template for Serials Claims is definitely on my to do list for after AALL  Here are my plans…  I know what default template I want to start with  I know what changes I want to make  I’ve downloaded and installed Jasper iReport version  I’ll modify as necessary, give the file a new name, import it back to Millennium, and “preview” it to screen for possible errors before I try to use it

Customize Print Templates  Detailed information on how to customize Print Templates:  Print Templates Wiki (user-provided resources) e e  custom templates  Tips  other resources provided by print templates users. Visit the wiki to get ideas or to share your experiences.

Training InnoU Courses  Customizing Print Templates  Millennium Circulation  Millennium Cataloging Spine Labels  Millennium Acquisitions Purchase Orders and Serials Routing Slips

Resources  Print Templates (CSDirect) (  Get Started with Print Templates (  Print Templates Settings (107522) (  Print Templates (Innovative guide & Reference: Page # ) (  Print Templates Troubleshooting Guide (  Print Templates Wiki - share tips and custom templates (  iReport (download from CSDirect:  Version is the only version that will work with Print Templates

Thank you