Customizing ILLiad Billing Using ILLiad Forms and MS Access Kay Vyhnanek Head, Interlibrary Loans & Extended Campus Library Services Western.

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Presentation transcript:

Customizing ILLiad Billing Using ILLiad Forms and MS Access Kay Vyhnanek Head, Interlibrary Loans & Extended Campus Library Services Western ILLiad Users Meeting Portland State University May 20 & 21, 2004

Overview Who we bill Using the ILLiad billing table Using ILLiad forms to create charge slips for local customers Pulling data from Sequel Server Using MS Access to create invoice

Who We Bill WSU Customers  Graduate Program  Departmental Accounts  Distance Degree Program  Research and Extension personnel

Who We Bill - The rest of the story Non-WSU Interlibrary Loan customers  OCLC  Requests received through other sources  Docline  And who we don’t Consortial partners Other reciprocal agreement libraries

Customization Manager

Billing setup

Sample Text Slide Without a Photograph Bullet text slide sample with a photo Text is sentence cap – the first letter of the bullet point is capitalized, then only proper nouns are capped  Periods are only used if a complete sentence Text is automatically aligned left with the title as shown

Photos and Animations Please use photos as desired, “a picture saves a thousand words.” Placement and size of photos and art depends on the amount of text on the page, and which is more important the words or the message from the photo. If you want to add animation “less is better” it should only be used to highlight an important idea. If everything is animated then nothing captures the attention. Use your own judgment – you know your audience – just keep this idea in mind.