1. Janet Crum and Carla Pealer Oregon Health & Science University Library NWIUG 2008 October 17, 2008

2. Outline Getting started – settings Editing templates Using iReport Introduction to iReport Purchase Order templates Spine label templates Routing list templates Miscellaneous information about templates

3. Getting Started: System-wide Settings Enable Print Templates in System Options: A – A – S – O – D. Option 40 – Enable Print Templates. Assign the following authorizations to anyone who will use print templates: 282 – Preview print templates 283 – Update print templates tab 284 – Import/export print templates 285 – Delete print templates

4. Getting Started: Configuring Individual Login Check the Use Print Templates box for the desired output type(s) Go to Admin -> Settings -> Print Templates

5. Editing Templates Simple customizations Add library name, logo, etc. Can be done in Notepad – see http://csdirect.iii.com/lswiki/PrintTemplates/Customizi ngWithATextEditor http://csdirect.iii.com/lswiki/PrintTemplates/Customizi ngWithATextEditor May be easier in iReport More elaborate customizations Rearranging layout, adding data fields, etc. Use iReport

6. Meet iReport Free report designing tool from JasperSoft Download from CSDirect or JasperForge.org Note: Some III templates don’t work right in 3.0.0 version of iReport, so probably best to download version 1.3.3 from CSDirect to get a compatible version. Designed to generate reports from external data sources (e.g. databases) using JDBC

7. Get iReport Available for Windows, Mac, and Linux Download from CSDirect: http://csdirect.iii.com/downloads/#other http://csdirect.iii.com/downloads/#other Download from JasperForge: http://jasperforge.org/plugins/project/project_home.p hp?group_id=83

8. Editing Templates with iReport Click on a sample template III includes with Release 2007 Click Export, give the file a name, and save it.

9. Edit the template in iReport Open the file in iReport Familiarize yourself with the layout Report layout in the center Data properties on the right Change units from cm to in., mm, or pixels

11. Template Data Details Compile information

12. Click here and scroll down Data is here

13. Data Manipulation Change field name, add expression, etc.

14. Successful Compile Select and then compile

15. Purchase Order Printout

18. Editing the Print Layout If the field contains nulls, do nothing; Otherwise, carriage return Get the field and print the field

19. Print copy # only if it’s not 1 Get the Copy number. If it equals 1, do nothing; Otherwise, print “c. “ and then the copy number

20. Queue spine labels

21. Preview spine labels Custom Spine Label Default Spine Label

23. Name and ShortAddress come from routing file

24. Routing Slip Printout

27. Hold Slip Printout

29. Resources Presentation on CSDirect: http://csdirect.iii.com/ppt/iug2008-f11- printmille.zip Print Templates wiki: http://csdirect.iii.com/lswiki/PrintTemplates/WebHome?csduser=orehs _s Manual pages #107616: Enable Print Templates #107521: Printing with Print Templates #107687: Creating Customized Print Templates #107516: Purchase Order Data Definitions #107522: Print Templates Settings #107534: Monographic Labels Data Definitions #107535: Routing Slips Data Definitions #107612: Hold Slip Data Definitions #107613: Transit Slip Data Definitions