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 3rd 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

Customizing Print Templates

Customize Print Templates Detailed information on how to customize

Print Templates: http://csdirect.iii.com/documentation/wikis.shtml

Print Templates Wiki (user-provided resources) http://csdirect.iii.com/lswiki/PrintTemplates/WebHome custom templates Tips other resources provided by print templates

users. Visit the wiki to get ideas or to share your experiences.

TrainingInnoU Courses

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

Resources Print Templates (CSDirect) (

http://csdirect.iii.com/documentation/print_templates.php) Get Started with Print Templates (

http://csdirect.iii.com/documentation/pt_start.shtml) Print Templates Settings (107522) (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) Print Templates Troubleshooting Guide (

http://csdirect.iii.com/documentation/trouble_printtemplates.shtml)

Print Templates Wiki - share tips and custom templates (http://csdirect.iii.com/lswiki/PrintTemplates/WebHome)

iReport (download from CSDirect: http://csdirect.iii.com/downloads/ireport.shtml) Version 1.3.3 is the only version that will work with Print Templates

Thank you