Aleph Custom Services                for Circulation               Services for Patrons and Bills                         ...
The Basics• Exlibris provides a frame work to create  custom services• Modify existing services• Create new services      ...
A how-to primer• A great presentation on custom services with  simple examples on Support Web• How to make custom services...
Straight from Yoel• Custom programs for custom services must be  placed in the $aleph_proc directory (alias ap).• Typicall...
Service #1:Patron Editing• Select a group of Patron (i.e ret_01)• Be able to view those patron records• Edit patron via a ...
Retrieve Patron Records                         ENUG 201110/28/2011               Steve Bischof Five Colleges Inc.
Output• Two files– A list of Patron IDs and a  spreadsheet of Patrons selected ***                            ENUG 201110/...
Sql Selectselect * from FCL00.Z303, $p_active_library.Z305whereCONCAT(Z303_REC_KEY,$p_active_library)=Z305_REC_KEYandZ305_...
Adding conditionalsif ($p8 == "") then     set p8="0%“ndifif ($p9 == "") then    set p9="z%“endifif ("$p5" != "") then    ...
Global change!                          ENUG 201110/28/2011                Steve Bischof Five Colleges Inc.
Create Temp Table & Updatecp $data_print/$p1/exlibris/aleph/u20_1/fcl00/scratch/z305tempload.datsqlldr userid=$ALEPH_ADMIN...
Conditionals to Updateif ($p3 != "") then set uc3=", Z303_HOME_LIBRARY="$p3"“else       set uc3="“endifif ("$p4" != "") th...
Service #2 Cash-05 plus• Currently Cash-05 only allows the ability to  select by Sublibrary and date range• Modify Cash-05...
ENUG 201110/28/2011             Steve Bischof Five Colleges Inc.
Deconstruct the Servicecobrun b_cash_05_a$aleph_sort -o ${dd_TP1}_sorted ${dd_TP1} mv${dd_TP1}_sorted ${dd_TP1}cobrun b_ca...
Replace b_cash_05_aselect concat(substr(Z31_REC_KEY,1,12), ),Z31_REC_KEYfrom $p_active_library.Z31, FCL00.Z303where Z31_DA...
Conditionals to Queryif ("$sp6" != "") then set q6="Z31_SUB_LIBRARY in (""$sp6"") and “else     set q6="“endifif ("$sp9" !...
Runs the same as Cash-05• Just part a, selected the records to report is  using the custom service.• Part b & c of cash-05...
QuestionsContact Information:Steve BischofILS coordinator, Five Colleges Inc.Amherst, MAsbischof@library.umass.edu        ...
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Bischof custom-circ-ov

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Bischof custom-circ-ov

  1. 1. Aleph Custom Services for Circulation Services for Patrons and Bills ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  2. 2. The Basics• Exlibris provides a frame work to create custom services• Modify existing services• Create new services ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  3. 3. A how-to primer• A great presentation on custom services with simple examples on Support Web• How to make custom services by Yoel Kortick• http://www.customercenter.exlibrisgroup.com/DocumentationCenter/Ex %20Libris%20Documentation/Aleph/Support/How%20To%20from%20S upport%20by%20subject/Miscellaneous/How_to_make_custom- services.ppt ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  4. 4. Straight from Yoel• Custom programs for custom services must be placed in the $aleph_proc directory (alias ap).• Typically the service file name in $aleph_proc will be called p_custom_nn (such as p_custom_01), It may however be called anything you want, such as p_custom_jimmy_01• The screens for custom services must be placed in $aleph_root/pc_b_eng (or $alephe_root/pc_b_eng depending on setup) ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  5. 5. Service #1:Patron Editing• Select a group of Patron (i.e ret_01)• Be able to view those patron records• Edit patron via a global change (i.e. manage-21) ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  6. 6. Retrieve Patron Records ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  7. 7. Output• Two files– A list of Patron IDs and a spreadsheet of Patrons selected *** ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  8. 8. Sql Selectselect * from FCL00.Z303, $p_active_library.Z305whereCONCAT(Z303_REC_KEY,$p_active_library)=Z305_REC_KEYandZ305_EXPIRY_DATE between $p6 and $p7andZ305_BOR_STATUS like $p4%andZ303_HOME_LIBRARY like $p3%andZ303_REC_KEY between $p8 and $p9$cp5;***(SET MARKUP HTML ON) ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  9. 9. Adding conditionalsif ($p8 == "") then set p8="0%“ndifif ($p9 == "") then set p9="z%“endifif ("$p5" != "") then set cp5="and Z303_PROFILE_ID like ""$p4""“ else set cp5="“endif ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  10. 10. Global change! ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  11. 11. Create Temp Table & Updatecp $data_print/$p1/exlibris/aleph/u20_1/fcl00/scratch/z305tempload.datsqlldr userid=$ALEPH_ADMINcontrol=$aleph_proc/z305temp.ctllog=$data_print/$p1.oracload.log______________________________________________update FCL00.Z303set Z303_UPDATE_DATE=$udate$uc3$uc4$uc5$uc6where Z303_REC_KEY IN(select SBZ305_REC_KEY from FCL00.SBTEMP_Z305ID); ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  12. 12. Conditionals to Updateif ($p3 != "") then set uc3=", Z303_HOME_LIBRARY="$p3"“else set uc3="“endifif ("$p4" != "") then set uc4=", Z303_PROFILE_ID=""$p4""“else set uc4="“endifif ($p5 != "") then set uc5=", Z303_TITLE_REQ_LIMIT="$p5else set uc5="“endifif ("$p6" != "") then set uc6=", Z303_FIELD_2=""$p6""“else set uc6="“endif ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  13. 13. Service #2 Cash-05 plus• Currently Cash-05 only allows the ability to select by Sublibrary and date range• Modify Cash-05 to include selection by Transaction Type and Patron Status• Instead of writing a service from scratch, just replace the transaction selection process ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  14. 14. ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  15. 15. Deconstruct the Servicecobrun b_cash_05_a$aleph_sort -o ${dd_TP1}_sorted ${dd_TP1} mv${dd_TP1}_sorted ${dd_TP1}cobrun b_cash_05_bcobrun b_cash_05_c ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  16. 16. Replace b_cash_05_aselect concat(substr(Z31_REC_KEY,1,12), ),Z31_REC_KEYfrom $p_active_library.Z31, FCL00.Z303where Z31_DATE_X between $p2 and $p3and substr(Z31_REC_KEY,1,12)=Z303_REC_KEYand $q6 $q9 $q8Z31_STATUS like O ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  17. 17. Conditionals to Queryif ("$sp6" != "") then set q6="Z31_SUB_LIBRARY in (""$sp6"") and “else set q6="“endifif ("$sp9" != "") then set q9="Z31_TYPE IN (""$sp9"") and “else set q9="“endifif ("$sp8" != "") then set q8="((concat(Z303_REC_KEY, "$p_active_library")IN ( select Z305_REC_KEY from "$p_active_library".Z305where Z305_BOR_STATUS IN ("$sp8"))) or (concat(Z303_REC_KEY, ALEPH)IN ( select Z305_REC_KEY from FCL00.Z305 where Z305_BOR_STATUS IN("$sp8") and Z305_REC_KEY NOT LIKE "$libname"%))) and “else set q8="“endif ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  18. 18. Runs the same as Cash-05• Just part a, selected the records to report is using the custom service.• Part b & c of cash-05 still using the unmodified Cobol scripts ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.
  19. 19. QuestionsContact Information:Steve BischofILS coordinator, Five Colleges Inc.Amherst, MAsbischof@library.umass.edu ENUG 201110/28/2011 Steve Bischof Five Colleges Inc.

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