1. February 2011

2. 1. Aleph client updates and installation 2. UBorrow staff permissions 3. Printing and email setup 4. Interfacing with ILLiad system 5. Troubleshooting and reporting problems

3.  UBorrow request functionality available in the Union catalog  Returnables, currently defined as ◦ Bib format BOOK or AV, AND ◦ Not available at your library (not owned, checked out or otherwise unavailable) AND ◦ Loanable / requestable at another SUL according to Aleph xxu50/tab/tab15.eng or Item Statuses table*  If the first two criteria are met but the item is NOT available at another SUL, will automatically present ILLiad login *If an item is available locally but is NOT loanable / requestable (e.g. Reference, Special Collections), it will be UBorrow-able if it is loanable / requestable at another SUL.

4.  Enable users to access the UBorrow service – Word of mouth advertisement  Gain “real life” experience regarding how UBorrow is actually used  Test libraries’ workflows in advance of wider publicity  Determine additional needs / priorities for full launch

5. Thursday, February 24  End of the day – UBorrow permissions in Test disabled in final preparation for move to Production Friday, February 25  Version check files available to update existing Production clients  New clients available for download as needed. Monday, February 28 (overnight)  Patron functionality available in Mango Tuesday, March 1 (at opening)  UBorrow live

6.  Aleph client updates and installation ◦ Link to client installation files http://fclaweb.fcla.edu/node/110 ◦ Version Check updates for current clients ◦ New Prod Client Install if needed  UBorrow staff permissions – UB Implementation Team asked to send UB staff Aleph logins. FCLA will add UB permissions. Ready by Mar 1 st.

7.  Printing and email setup ◦ http://fclaweb.fcla.edu/node/2627, Link to FAQs with detailed printing and email setup instructions http://fclaweb.fcla.edu/node/2627  Basic Steps ◦ Print Daemon ◦ Alephcom/tab/alephcom.ini, print.ini ◦ ILL/tab/print.ini (email letter, print slip) ◦ Labels: Available in client from Services – Lending – Need to set Margins to zero ◦ Margins can be set either in Internet Explorer- page setup or Htmlprint – alephcom/bin/

8.  Aleph UBorrow – PC setup based on function ◦ PC used for Lending – Print Pullslips or Labels ◦ PC used for Borrowing – Email Arrival Letter & Print Arrival Slip (ill/tab/print.ini setting default in client)  PCs used for Circ ◦ Circ/tab/circ.ini [Ill] ReturnIll=N (Default) N = Returned by Patron (two step – return in Circ & then on to UBorrow dept for return in AlephILL) Y = Returned by Library (one step – return in Circ creates return in AlephILL) ◦ Print TransferSlip – (same as Circ – needed for Institutions with multiple libraries) submit RT for Assistance with setup.

9.  Interfacing with ILLiad system Interfacing with ILLiad system ◦ Click above for link to see sample of the email that is sent to the patron to let him/her know that the requested is not available in UBorrow, but may be requested via ILL. ◦ Bib info passed to ILLiad via OpenURL. Submit RT for assistance with setup

10.  Troubleshooting and reporting problems ◦ http://fclaweb.fcla.edu/uborrow_implementation - Implementation Team - first line of support at Institution http://fclaweb.fcla.edu/uborrow_implementation ◦ New UBorrow RT queue for UB related issues ◦ Moving around the client – using symbols at bottom right to jump from module to module

11.  Troubleshooting and reporting problems, cont. ◦ Failed Requests:  Locate Failed (generally communication issue),  APDU exceptions, found under Admin tab (generally typo errors).  * It is very important to notify FCLA for assistance. Fixes will need to be made at all SULs for UBorrow to function properly. ◦ Scannable Barcodes – if scannable barcodes not showing on pullslip or Arrival slip, may need Barcode fonts installed, contact FCLA for assistance or download from Microsoft site.

12.  The item you requested on 2/16/11 is currently unavailable through UBorrow. However, it may be available through interlibrary loan. To submit a request, click on the following link: Piggins and the royal wedding Yolen, Jane Harcourt Brace Jovanovich, 1988 Submit request Submit request Back to Presentation

13. Questions?