1. 6/25/2009
NELINET
June 2009
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Introductions
• Stephanie Spires
• Training Coordinator
• training@atlas-sys.com
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2. 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.
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3. 6/25/2009
New Docs
• Confluence software is our new
platform
• Many more features and easier
to use
• Quick Tour
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4. 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
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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.
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5. 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.
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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
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6. 6/25/2009
ILLiad 8 Tips
• Request Ordering
– Re-ordering queues
– Adding Categories
– Re-ordering Categories
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ILLiad 8 Tips
• Batch Processing
–Borrowing
• Check Out
• Check In
• Print Returns
–Lending
• Lending Returns
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7. 6/25/2009
ILLiad 8 Tips
• Customizable Layouts
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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.
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8. 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.
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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.
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9. 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/
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10. 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/
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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
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11. 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
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12. 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?
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13. 6/25/2009
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