Transcript Introduction to Print Templates

Janet Crum and Carla Pealer
Oregon Health & Science University Library
NWIUG 2008
October 17, 2008
Outline
 Getting started – settings
 Editing templates
 Using iReport
 Introduction to iReport
 Purchase Order templates
 Spine label templates
 Routing list templates
 Miscellaneous information about templates
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
Getting Started:
Configuring Individual
Login
Go to Admin -> Settings ->
Print Templates
Check the Use Print
Templates box for the
desired output type(s)
Editing Templates
 Simple customizations
 Add library name, logo, etc.
 Can be done in Notepad – see
http://csdirect.iii.com/lswiki/PrintTemplates/Customizi
ngWithATextEditor
 May be easier in iReport
 More elaborate customizations
 Rearranging layout, adding data fields, etc.
 Use iReport
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
Get iReport
 Available for Windows, Mac, and Linux
 Download from CSDirect:
http://csdirect.iii.com/downloads/#other
 Download from JasperForge:
http://jasperforge.org/plugins/project/project_home.p
hp?group_id=83
Editing Templates
with iReport
Click on a sample
template III includes
with Release 2007
Click Export, give the
file a name, and save
it.
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
Data Details
Template
Compile information
Click here and
scroll down
Data is here
Data Manipulation
Change field
name, add
expression, etc.
Select and then
compile
Successful Compile
Purchase Order Printout
Editing the Print Layout
Get the field and
print the field
If the field contains nulls, do nothing;
Otherwise, carriage return
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
Queue spine labels
Preview spine labels
Custom Spine
Label
Default
Spine Label
Name and ShortAddress come
from routing file
Routing Slip Printout
Hold Slip Printout
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
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#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