1. Print Templates Presented by: Melanie Cornell

2. 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

3. 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

4. Print Templates – More Circulation  Hold Slips  Monographic Labels  Transit Slips

5. Print Templates - Acquisitions  Claims and Cancellations for orders  Spine Labels  Purchase Orders  Routing Slips

6. Print Templates - Cataloging  Spine Labels  Routing Slips

7. Print Templates - Serials  Spine Labels  Routing Slips  Serial Claims

8. Remember these?

9. Compare Claims Forms BEFORE AFTER

10. Print Templates  Enable Print Templates  Character-based  Millennium  Print with Print Templates  Millennium  Customize Print Templates

11. 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

12. Enable Print Templates: step 1

13. 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

14. Enable Print Templates: step 2 Character-based (A – A – P – … )

15. Enable Print Templates: step 2 Millennium …

16. Enable Print Templates: step 3  Enable print templates from within each applicable staff’s Millennium settings

17. Enable Print Templates: step 3

18. Enabled – what’s next?

19. Printing with Print Templates  Millennium Serials  Process claims  In “Send Claims” Mode …  Select “Claims to Print” from dropdown menu

20. Printing with Print Templates  Millennium  Send Claims Mode  Claims to Print  File | Select Printer | Print Templates

21. Printing with Print Templates  Select output type serials claims

22. 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...

23. 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

24. Print Sequence Using Print Templates

25. Customizing Print Templates

43. 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 1.3.3 (downloadable from CSDirect: http://csdirect.iii.com/downloads/ireport.shtml) http://csdirect.iii.com/downloads/ireport.shtml  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

44. 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 1.3.3  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

45. Customize Print Templates  Detailed information on how to customize Print Templates: http://csdirect.iii.com/documentation/wikis.shtml http://csdirect.iii.com/documentation/wikis.shtml  Print Templates Wiki (user-provided resources) http://csdirect.iii.com/lswiki/PrintTemplates/WebHom e http://csdirect.iii.com/lswiki/PrintTemplates/WebHom e  custom templates  Tips  other resources provided by print templates users. Visit the wiki to get ideas or to share your experiences.

46. Training InnoU Courses http://csdirect.iii.com/innou/catalog.php?training_type_id=&category_id=84&submit=Submit http://csdirect.iii.com/innou/catalog.php?training_type_id=&category_id=84&submit=Submit  Customizing Print Templates  Millennium Circulation  Millennium Cataloging Spine Labels  Millennium Acquisitions Purchase Orders and Serials Routing Slips

47. Resources  Print Templates (CSDirect) (http://csdirect.iii.com/documentation/print_templates.php)http://csdirect.iii.com/documentation/print_templates.php  Get Started with Print Templates (http://csdirect.iii.com/documentation/pt_start.shtml)http://csdirect.iii.com/documentation/pt_start.shtml  Print Templates Settings (107522) (http://csdirect.iii.com/manual/gmil_settings_print_templates.htm)http://csdirect.iii.com/manual/gmil_settings_print_templates.htm  Print Templates (Innovative guide & Reference: Page # 100459) (http://csdirect.iii.com/manual/gmser_claim_printing.html)http://csdirect.iii.com/manual/gmser_claim_printing.html  Print Templates Troubleshooting Guide (http://csdirect.iii.com/documentation/trouble_printtemplates.shtml)http://csdirect.iii.com/documentation/trouble_printtemplates.shtml  Print Templates Wiki - share tips and custom templates (http://csdirect.iii.com/lswiki/PrintTemplates/WebHome)http://csdirect.iii.com/lswiki/PrintTemplates/WebHome  iReport (download from CSDirect: http://csdirect.iii.com/downloads/ireport.shtml) http://csdirect.iii.com/downloads/ireport.shtml  Version 1.3.3 is the only version that will work with Print Templates

48. Thank you