A necrology – a unique use for DB/Textworks

by Jonathan Jacobsen Wednesday, July 07, 2010 8:06 AM

One of the more enjoyable aspects of life at Andornot is the diversity of the projects. We recently had an interesting request from a group of archivists representing the Canadian Federation of the Sisters of St. Joseph, a group of six congregations of Sisters of St. Joseph in Ontario. Several of these congregational archives maintain Inmagic databases for their archival arrangement and description. The archivists were interested in developing a biographical database as well as designing a printer-friendly report that they could use to easily display information on their deceased sisters and organize by the anniversary of their death. We adjusted and re-indexed the databases to ensure that separate fields were used to sort in this manner. We then designed a report from an MS Word mockup and merged four databases into a single one. We thought this was an excellent and unique use for DB/Textworks.

"Kathy and Jonathan are just wonderful. They have provided the Archives Taskforce with the expertise needed to bring this project to life. We are so pleased to be able to produce a necrology that will be shared and used by so many women religious." (Linda Wicks)

You can learn more about these congregations at their websites:

Link a Genie Borrower to their Loans, Reserves, Orders and Routed Serials

by Jonathan Jacobsen Thursday, June 03, 2010 5:15 PM

Genie’s MyGenie feature is a great way for a user to log in and view their active loans, reserves, orders and routed serials. But what if a library staff member wants the same at-a-glance snapshot of a borrower? Currently, the Genie Borrower full record display shows the Borrower’s contact information and the serials routed to them, but not their active loans, reserves or orders. However, with some additional entries in the MyReports.config file, you can create hyperlinks to bring up this information with a single click.

Genie_Borrower_Full_with_links Each hyperlink is essentially a pre-created search into the appropriate Genie module (loans, serials, orders and reserves) to find records for the selected borrower. It’s the same as going to that module and searching for that borrower, but reduced to a single click!

To add these links to your Genie Borrower full record display, open the MyReports.config file in a text editor such as Notepad++ (making a backup of your existing copy first, of course) and scroll to the BorrowerFull report. Add the following lines after all the other fields in the report:

<Field Display="&lt;br/&gt;&lt;b&gt;View More Information for this Borrower&lt;/b&gt;">%%Label</Field>

<Field Name="BorrID" Display="" Header="&lt;a href=&quot;reserves_report.aspx?TN=Reserves&amp;QY=find%20(ResStatus%20%3Dactive)%20and(ResBorrID%20ct%20" Footer=")&amp;MR=20&amp;NP=255&amp;RL=0&amp;DL=0&amp;CS=0&amp;AC=QBE_QUERY&quot;&gt;Active Reserves&lt;/a&gt;" />

<Field Name="BorrID" Display=" " Header="&lt;a href=&quot;loans_report.aspx?TN=Loans&amp;QY=find%20(LoanBorrID%20ct%20" Footer="%20not%20(LoanDateReturned%20%3D*)&amp;MR=20&amp;NP=255&amp;RL=0&amp;DL=0&amp;CS=0&amp;ReportName=LoansByBorrower&amp;AC=QBE_QUERY&quot;&gt;Active Loans&lt;/a&gt;" />

<Field Name="BorrID" Display=" " Header="&lt;a href=&quot;orders_report.aspx?TN=Orders&amp;QY=find%20(OrdStatus%20%3Dnew)%20and(OrdReqID%20ct%20" Footer=")&amp;MR=20&amp;NP=255&amp;RL=0&amp;DL=0&amp;CS=0&amp;AC=QBE_QUERY&quot;&gt;Active Orders&lt;/a&gt;" />

<Field Name="BorrName" Display=" " Header="&lt;a href=&quot;serials_report.aspx?TN=Serials&amp;QY=find%20(SerRouteList%20%3D" Footer=")&amp;MR=20&amp;NP=255&amp;RL=0&amp;DL=0&amp;CS=0&amp;AC=QBE_QUERY&amp;ReportName=SerialsRouteMaint&quot;&gt;Serial Routing Lists&lt;/a&gt;" />

The first line is a heading and the next four are each a canned query, using one of the Borrower fields (either BorrID or BorrName) as a parameter. Some of the queries include other parameters, like limiting reserves, loans and orders to active ones only, and specifying which Genie report to use to display the results.

If you prefer not to have each link open the results in a new browser window or tab, just remove

target=&quot;_blank&quot;

from each line.

The Serial Routing Lists link in the above duplicates the Manage routing lists for this borrower link that may already be present on the Borrower full display, so you may wish to disable that by setting ShowManageRouteListLink=”false” in the BorrowerFull report header.

Please feel free to contact us for assistance adding these lines to your Genie MyReports.config file, or customizing them further.

Provincial Resource Centre for the Visually Impaired Launches New Website

by Jonathan Jacobsen Thursday, May 27, 2010 9:33 AM

PRCVI website screenshot The Provincial Resource Centre for the Visually Impaired (PRCVI) has upgraded their website with a new graphic design and more content served up by Inmagic WebPublisher PRO.

PRCVI is a British Columbia Ministry of Education program that assists school districts and students with visual impairment or blindness by providing educational resources in alternate formats, such as braille, tactile graphics, digital text and large print.

Both the previous and new websites feature a wealth of resources for teachers, students and parents, including questions and answers about PRCVI services, news of upcoming events and conferences, information about scholarships, and links to other web resources.

The previous website was maintained by hand, as staff time permitted. With many TextWorks databases already in use at PRCVI for tracking their library collection, borrowers and teachers, it was a natural extension to catalogue all the web resources in a new database, then publish that information on the website with WebPublisher PRO.

Almost all the content in the new website is served up dynamically from this database. Users may browse resources by category and target audience to drill down to items of interest, or perform a keyword search.

"Making resources more accessible will save staff time in answering emails from users who couldn’t find the information previously", says Susan Hannigan. "It's also easy for several of our staff to publish new information to the site just by entering items into a textbase record. They're already familiar with TextWorks, so the learning curve wasn’t very steep."

Using TextWorks and WebPublisher PRO as the basis for their new website allowed PRCVI to make more use of its investment in Inmagic software, with staff already trained to use it.

Contact Andornot to discuss other ways you could be using your copy of Inmagic WebPublisher PRO.

Encoded Archival Description (EAD) Export for DB/TextWorks

by Jonathan Jacobsen Wednesday, April 28, 2010 3:49 PM

In collaboration with Artefactual Systems, Andornot has developed an Encoded Archival Description (EAD) export report that can be used with our Archives Online textbases, or other, similar Inmagic DB/TextWorks archival databases.

EAD is an XML standard for encoding archival finding aids, maintained by the US Library of Congress in partnership with the Society of American Archivists.

The DB/TextWorks EAD export report was developed specifically for use by British Columbia archives to contribute detailed archival descriptions (to the item level) to MemoryBC, the province-wide online archival repository operated by the Archives Association of British Columbia.

The EAD XML export report is included with the latest version of Archives Online, but is also available as an exported textbase form that can be imported into any existing Inmagic DB/TextWorks database. Some adjustment of the form will be required for earlier versions of Archives Online and other databases.

To use the EAD export, you would:

1. import the EAD report into your textbase and adjust to match your fields if necessary;

2. search for one or more fonds and view the results with the EAD_XML report; and

3. write the report to a file with a ".xml" extension (e.g. myfonds.xml).

The XML file may be opened in a text editor such as Notepad to preview the results, then uploaded to another system, including MemoryBC.

The report is available at no charge by contacting Andornot (regular consulting fees will apply if you need any assistance with the report and export).

Tags: Archives | EAD

Printing Single Labels in Genie

by Jonathan Jacobsen Tuesday, April 06, 2010 1:43 PM

Many of our Genie clients have asked how they can print just one label for a book from the Genie catalogue when they have several Item records. Typically, when selecting a Catalogue record, adding it to the InfoCart, and printing labels, a label for each Item record is produced. This is fine when initially adding multiple copies of a work to your collection, but if you later add another copy, you really only need to print a label for that additional copy.

A sharp-eyed Genie user noticed this entry in the Genie Technical Notes (p. 33 of the Genie 3.3 version):

Attribute

Required

Default

Explanation

ItemCallNumberRequired

No

"false"

If set to "true", only the labels with nonempty ItemCallNumber field values will be printed.

"Ah-ha!" we said. "This could be the answer."

For this client, we edited the label report in MyLabels.config to add ItemCallNumberRequired="true" to the label definition, and ensured the ItemCallNumber field (rather than the CatCallNumber field) was on the spine label area of the label. Their existing Item Records don't have call numbers in the ItemCallNumber field, only the CatCallNumber field in the Catalogue record. As they add additional copies of works already in the Catalogue, they will enter a call number in the ItemCallNumber field. With the changes made to the label format, a label will be generated for just that one new copy. Brilliant! And with the Edit link added to the InfoCart (described in this blog post), they can quickly fix errors in records before printing the label.

This won't work quite as well for everyone though. If you already have call numbers in Item records, a label will still be generated for all of them. Nonetheless, it's good to have an option that can be adapted to other situations.

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