Introduction to Print Templates
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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
#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