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ILLiad

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    ILLiad ILLiad Document Transcript

    • 6/25/2009 NELINET June 2009 1 Introductions • Stephanie Spires • Training Coordinator • training@atlas-sys.com 1
    • 6/25/2009 2009 OCLC ILLiad Conference • Presentations now available on Atlas Web • 275+ attended • The 2010 ILLiad International Conference will be held March 24 – 26, 2010 Virginia Beach. 2
    • 6/25/2009 New Docs • Confluence software is our new platform • Many more features and easier to use • Quick Tour 6 3
    • 6/25/2009 ILLiad 8 • The latest info on ILLiad 8 here: • https://prometheus.atlas- sys.com/display/illiad8/An+Overview+of+ILLia d+8.0 7 ILLiad 8 Tips • ILLiad 8 is different in that it run on your local workstation. You can't run it from the ILLiad share, but it will still use all the same Word doc templates and email templates that you have on a server based on your customization keys. ILLiad 8 also auto updates itself so you don't have to worry about distributing the latest version to everyone. 8 4
    • 6/25/2009 ILLiad 8 Tips • Once ILLiad 8 is available to everyone this summer, sites who are using ILLiad version 7.4 will be able to download and use the ILLiad 8 in parallel with their current ILLiad 7.4 version. The goal is that staff can process requests using the new client but always have the "safety net" of using ILLiad 7.4 if something is confusing in the new client. 9 ILLiad 8 Quick Tour • Client opens to home page • Can see tabs for each module • Ribbon interface • Status bar • Requests Group • Report Group • System Group 10 5
    • 6/25/2009 ILLiad 8 Tips • Request Ordering – Re-ordering queues – Adding Categories – Re-ordering Categories 11 ILLiad 8 Tips • Batch Processing –Borrowing • Check Out • Check In • Print Returns –Lending • Lending Returns 12 6
    • 6/25/2009 ILLiad 8 Tips • Customizable Layouts 13 ILLiad 8 Tips • Email Templates – Email templates that were previously stored in text files will now be stored in the ILLiad 8 database. This ensures that key customizations are saved with the database and that all staff are using the appropriate templates. 14 7
    • 6/25/2009 ILLiad 8 Tips • Printing • ILLiad 8 uses Microsoft Excel as the data files to merge with the Word templates, versus the .dbf files used in ILLiad 7.4 and earlier versions. • Simply and automatically merges the document and prints it to the default printer on that client. 15 ILLiad 8 Tips • New Staff Manager • The ILLiad Staff Manager replaces the User Manager for granting Client Permissions to Staff Users. The Staff Manager is the place to add and delete users and change user passwords. You can copy permissions and layout settings from a selected user and apply them to another existing user, and you can create a new user using an existing user's permissions and layout settings. 16 8
    • 6/25/2009 RAPID • RAPID is available for both borrowing and lending with ILLiad 7.4 • Documentation is available at: – https://prometheus.atlas- sys.com/display/ILLiad/Rapid+Manager+Processin g • http://toolkit.idsproject.org/ 18 9
    • 6/25/2009 The Oracle Newsletter • Spring 2009 • Aeon Launched at Harry Ransom Center • Using ILLiad's Custom Queues and EMail Routing Rules to Ship Loans to Distance Education Patrons • '09 ILLiad International Conference a Success • Process Points: Ares Copyright Processing! • http://www.atlas-sys.com/company/newsletter/ 19 Visit us at ALA in Chicago • Please stop by booth 4416 and see what we’ve been up to! – Ares Electronic Reserves software – Aeon Special Collections Management software 10
    • 6/25/2009 Training Opportunities • Online subscription training • ILLiad 8 training on the schedule • What training do you need? Let us know! – training@atlas-sys.com Did you know? Atlas Custom Services can help with: • Web page conversion • Email and print template help • Custom training (onsite or online) • Workflow analysis 22 11
    • 6/25/2009 Support • Don’t wait too long before asking for help. – Your OCLC ILLiad support representatives are knowledgeable, friendly and eager to help. – Just call or email! • 800-848-5800 • support@oclc.org Questions? 12
    • 6/25/2009 13