Print Templates
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Transcript Print Templates
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
Print with Print Templates
Character-based
Millennium
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/WebHom
e
custom templates
Tips
other resources provided by print templates users.Visit the
wiki to get ideas or to share your experiences.
Training
InnoU 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