Wednesday, April 28, 2010

Printing Serials Routing Slips in JWF

If you are creating a list of names to which a periodical will be routed, first be sure each person who will be on the list has a library card and that the option to "Allow routing" has been checked in the Basic Info tab of their User Record. You can check this routing option using the Modify User wizard.

Once you've set these names for the routing list in the Serials Control record, you need to set the printing options in the properties of the Check In wizard in the Java Client.

Right click on the Check In wizard. Click on Properties. In the Behavior tab, there should be a check mark next to the entry for "Print Routing Lists for Received Issues." Note that these words appear on a raised bar. Click on the raised bar to open the window shown below on the right.

Click on the gadgets next to each element that you wish to add to your routing list. In the illustration above, the gadget labeled 2 opens the third option screen from which you can select information you wish to have associated with the user listed on the routing slip. In the example provided here, only the NAME of the user has been chosen to display on the routing list along with the periodical title, date it was received, and free text header and footer information.

Tuesday, April 27, 2010

Using Copy and Paste Feature in the Call Number and Item Maintenance Wizard in JWF

You can copy and paste bibliographic information while using the Call Number and Item Maintenance wizard. However this is possible only if you retrieve a hitlist display. You can copy and paste from the bibliographic record when that record is still in the description viewer display that appears as the lower part of the hitlist display. That view is shown below.

Select a title off the hitlist and view it's description. If your library uses Dewey classification, highlight the 082 call number (without the subfield 2; its display is the 22 shown above). Click on EDIT (in the upper left corner of the JWF window) and click on Copy.

Click the Modify button at the bottom of the window.

With the Call Number/Item tab open, paste the call number from the bibliographic record into your library's call number datawell. (Click EDIT again and select Paste to add the call number.)

What you can't do from the Call Number/Item Maintenance wizard is copy and paste from a bibliographic record if you retrieve that record directly without first pulling it from a hitlist. Or if you pull it from a hitlist and then click on the Modify button before you try to copy and paste, it is no longer possible to do so. Once the record is in the Modify mode in this wizard, you can't highlight anything in the bibliographic record to copy and paste from it.

CTRL C also can be used as the Copy function.
CTRL V also can be used as the Paste function.

Using the Classic Theme in JWF

If you are using a smaller monitor (less than 20 inches wide) with the Java Client, the screen can appear crowded with too many toolbars and wizard options when using the Themes views. As shown below, the Java Themes display with all the toolbar functions at the top of the screen so it is easier to move from one function to another. In the Themes view, wizards of the selected toolbar display down the left side of the window begining with Common Tasks as shown here. However this view can make it difficult to work in JWF when viewing it on smaller monitors. A change in the way you view Workflows can make the Java Client easier to use. If you select the Classic Theme the screen will display the wizards in much the same fashion as they appear in the C Client where you have more empty screen space in which to open multiple windows and move windows around.

To change the Themes view, click on Preference > Desktop > Desktop Setup to access the window that provides the options that will make this setup change possible.

Select the Classic view from the drop down menu next to Themes as shown below. Click OK. 
**You must log out and back into Workflows to activate this change.**

Above is the Classic view of a customized toolbar. It includes wizards for cataloging, serials, acquisitions, and circulation. The description of each wizard’s function is provided only in the balloon help you see when the cursor is on the wizard.

By creating a customized toolbar it is not necessary to right click at the end of the toolbar to select a different toolbar to move from one set of tasks to another.

If you don’t wish to create a customized toolbar, right click at the end of the toolbar and click on the option to "Select current toolbar" as shown below. This results in a drop down list from which you can select the toolbar you wish to use. The wizards of the new toolbar will display just as they do when using the C Client.

Note: If you do wish to create a customized toolbar consult WYLD Technote "Create a customized toolbar" found at listed alphabetically under the section of technotes for Java Client Workflows.

Monday, January 11, 2010

Having Multiple Wizards Open at One Time in JWF

This is a setting that is controlled at each workstation.

Click on Preference > Desktop > Desktop Setup
Click on the box next to the option: Multiple windows mode
Click the OK button.

Logout of JWF.

When you log back in, the word Window will now display in the menu options at the top of the screen.

When you have multiple wizards open, you can click on this Window menu option to see which wizard is the active one being displayed (it has a checkmark next to it) and what other wizards you have open as well.

By clicking on one of the other wizards that display when "Active" is highlighted, you can easily move from one wizard to another so that a previously opened wizard can be selected to be the current active one on your screen.

Note, too, that you can select an option in which to view the wizards you have open. If you wish to see multiple wizards on the screen at the same time, you may want to tile them or you may wish to select another option that works better for you.

Wednesday, December 23, 2009

Using Standalone for Circulation on JWF

There is no separate standalone program; it is just part of the Java Client. If you are running only the C-client and want to run Standalone, you must install the Java Client.

When the Java Client Workflows loses connection, you get the message "connection closed to remote host, you must exit and restart the staff client."

Respond to this by saying YES, then re-launch Workflows and check the standalone check box. Click OK.

On the Module Toolbar, click on Offline. Click on the Offline Session wizard to set the properties. The User Access should be set to STANDALONE. The library should be set to your library. Take note of the Log directory where you'll save the offline file on your pc. It defaults to the Workflows directory under Documents and Settings\[Windows user logon name]. Click OK to save the settings. When connectivity has been restored, exit Workflows. When you log into the system, Workflows automatically uploads the offline file.

There are two ways you can process the offline files:

1) Logon all staff workstations that ran Standalone, then on any one pc, go to the Schedule New Reports wizard. Find the Circcustom tab and run the Load Standalone report. Be sure to look at the report to see what problems may occur that need attention, such as patron or item not in catalog.

2) Logon one workstation at a time, run the Load Standalone report, wait for it to finish, logon the next workstation, run the report, wait for it to finish, and so on.

What happens behind the scenes? Each workstation’s offline file is uploaded to a library directory and given a unique name. When the report runs, it appends all the files together. Either option 1 or 2 works for the WYLD Office; it’s your choice how you want to upload the files.

One caution to consider: When Workflows automatically uploads the file, once it’s transferred from the workstation to the server, it removes the file. There is no backup at this point. Other SirsiDynix libraries have complained about this, asking what happens if there is some sort of disruption. WYLD Office staff have not actually heard of any real problems with this, however, so we do not believe this is really an issue. We suspect that Workflows does not remove the file if it doesn't hear back from the server that the transfer was completed. On the server, the file remains until the next run of the report, so there is a backup there should the load report have a problem.

You can practice the whole standalone process anytime, just setup the Standalone properties and actually do some work in the offline wizards. You can be connected or not when you do this. However, you do have to restart Workflows to trigger the file upload. Then just run the report to evaluate the results.

Wednesday, December 16, 2009

Maintaining Your Library’s Calendar in JWF

In the Circulation toolbar under Common Tasks, click on the Library Calendar wizard to access your library’s calendar. There are two parts to calendar maintenance: Closed days and Closed dates.

If your library is closed on specific days during the week, click on the check box next to that day in the Closed days section. No due date will fall on a day of the week that the library is closed. Materials would be due on the first open day after that closed day. If no other changes are being made, click the Save button to close the Library Calendar wizard.

To select specific closed dates, click on the gadget next to the Closed dates box to get the calendars display as shown above.

If the month displayed is not the correct month in which you wish to select a closed date, use the arrows next to the Month and Year display to browse to another month.

To enter NEW closed dates, on the Closed From calendar on the left, click on the date that will be the beginning closed date. The same month and date will be selected automatically on the Until calendar on the right so if you are not adding a range of dates to that closed date, click the Add button to add this date to your calendar. If you are selecting a range of closed dates, select the correct month in the Until calendar, click on the ending closed date, and then click on the Add button. The dates you’ve selected in the calendars will then display in the listing of closed dates. Notice that if your library is closed for only a single date, that day will display only in the first “Closed from” column.

When you have selected all the closed dates you wish to enter, click the OK button.

Click the Save button to close the Library Calendar wizard.

To make CHANGES TO DATES YOU’VE ALREADY ENTERED into your calendar, select the new dates in both calendars, click the Update button. Click the OK button to acknowledge the change and close the calendar window. Click the Save button to close the Library Calendar wizard.

To REMOVE DATES from your calendar, select the dates you wish to remove and click the Remove button. Click the OK button to close the calendar window. Click the Save button to close the Library Calendar wizard. The calendar holds 64 calendar dates so, as part of your calendar maintenance, it is important to remove older dates that are no longer needed for calculating overdue fines. A range of dates count as a single closed date.

**Make your calendar changes in a timely manner and DO NOT LEAVE YOUR CALENDAR WIZARD OPEN as this prevents any other library from accessing its calendar.**

**ONE CAUTION** It is possible to accidentally remove all your closed dates if you do the following.
If you have the Library Calendar wizard open, have selected the closed dates gadget and have made some date changes; then, if you still have the closed dates gadget open and close your Java Client, Workflows comes back with the usual mesage: "This will halt the workstation. Yes. No.". If you click YES, you will get the message "There are wizards that require attention. Please close the wizards." At this point Workflows has closed your "closed dates" window but has CLEARED all your dates. To prevent losing all your dates, you just need to select "Cancel" instead of “ Save.” If you select “Cancel”, none of your changes will be saved, but you will not lose all your original date entries. Additionally, Workflows will not shut down when you select “Cancel”. This is a bug in the software that has been reported to SirsiDynix with the hopes that it will be corrected in a future software release. This should not prevent you from maintaining your own calendars; just be aware of how you can prevent the calendar from being blanked out.

Monday, November 9, 2009

Collapsed Tree View of Call Number Display in JWF

If you dislike the display of call numbers and barcodes in the wizards of Java Workflows, try collapsing the display so that the default shows only the call numbers. This option is controlled by a property setting in the Defaults tab of the Call Number and Item Maintenance wizard and the Item Search and Display wizard in the group of Common Task wizards. This property setting is also available in the group of Title Maintenance wizards: Modify Title, Duplicate Title, and Delete Title; and in the group of Item Maintenance wizards: Add Item, and Edit Item.

The property setting is shown above on the left and the resulting display of call numbers is shown above on the right. If you choose this display as your default, simply click on the plus sign next to the call number to view the barcode associated with that call number.