Syncing Active Directory with Borrowers and GenieKey

by Jonathan Jacobsen Friday, August 28, 2009 11:36 AM

In a project we worked on over the summer, we needed a way to sync staff information in an Active Directory database with the Inmagic Genie borrower and user login records. Single sign on had been enabled so that staff can access their MyGenie interface to see an up to date list of their loans, orders and reserves without having to manually login. Since borrower and user information is stored in 2 separate textbases (Borrowers and GenieKey), we knew there would be several steps involved in moving and synchronizing this information. The organization has ~1,200 employees, who move departments, change names, and come and go, so it was clear that an automated sync process would save time and effort, compared to library staff manually updating Genie.

We concluded that the Inmagic PowerPack Importer was ideal for automatically importing data into the Borrowers and GenieKey textbases, but that an additional tool would need to be developed for automatically extracting data from Borrowers and Active Directory. The client developed the AD export, and from Andornot came... Extract-o-matic!

Extract-o-matic is a small, command-line application, written in C#, that uses an ODBC connection to a textbase and writes output to a text file. It accepts as input the textbase name and ODBC DSN connection, the names of fields to be extracted, a query string to select records, and information about the desired output format. Output is a single line per record extracted, so a comma-separated or tab-separated format works well (but XML could be generated as well).

The complete data migration process in this project is:

  • An Active Directory CSV export file is generated and placed in a folder watched by the Importer.
  • The AD data is imported into the Genie Borrowers textbase by the Importer, updating existing records and creating new ones.
  • A scheduled task runs a batch file to direct Extract-o-matic to select all Borrower records except those of library staff and system administrators and writes these records to a text file in a different folder also watched by the Importer.
  • The Borrower export is imported into the GenieKey textbase by the Importer to update all regular staff user records (library staff and admins with higher Genie privileges are not updated).
  • Exception logs are monitored and any issues handled.
  • A separate, manual process is followed to handle staff who leave the organization.

This automated synchronization of an Active Directory staff database to Genie Borrowers and users works well, freeing employees and library staff for other work. We expect to find other uses for Extract-o-matic in the future. Let us know if you think of any and we'll get you set up!

Please contact us for more information on this process or on the Inmagic Library Suite.

LMN Launches Inmagic Genie

by Kathy Bryce Wednesday, August 26, 2009 3:38 PM

LMN provides design services in architecture, urban design and interiors from their Seattle, WA headquarters and is the latest Andornot client to launch Genie (part of the Inmagic DB/Text® Library Suite).

LMN was previously managing its library collection with an in-house developed intranet and SQL database. This system allowed searching and browsing of the collection, but not the other features of an integrated library system, such as serials check-in and orders.

We converted records for their books, journals and building codes, and have also added extra fields and data for other materials that were previously not searchable such as archived materials stored off-site, marketing materials, architectural drawings and models, and materials samples. Genie has become the single source of information for a wide variety of company materials. As shown in the screenshot, icons in the search results help users see at a glance what type of material each record represents.

The Genie OPAC allows LMN staff to quickly see if an item is available before heading to the library to pick it up, where a self-checkout station allows them to sign it out. If the item is already on loan, the request function allows them to ask library staff to reserve it for them. The InfoCart function is also used to request library staff retrieve items from off-site storage at Iron Mountain. Having Genie track loans of these archived boxes or project files has been an added bonus, and as single sign on has been enabled, staff can use the My Genie link to easily see all the items out on loan to them.

"Andornot went above and beyond my expectations in terms of customer service and product knowledge. They worked closely with me to customize Genie to suit our particular user needs and material types. Andornot staff were flexible and resourceful as we worked through data migration and configuration processes. The expanded features Genie offers our staff are much appreciated, and they are well supported by Andornot. The transition to using this new tool has been much smoother than expected," says Kate Blair, LMN's Information Resources Manager.

Please contact us for more information.

Windows 7: blissfully tabbing to complete path in Explorer

by Ted Jardine Tuesday, August 25, 2009 11:39 AM

This'll be a short post, but there are many things I love about Windows 7, and many things I really like, but I've just discovered something that you might not have heard about yet: in Windows Explorer, you can now tab to complete the path in the address bar. For example, in the path below, I can type "Of" and then hit tab and it will automatically complete "Office" followed by the next backward slash, ready for me to continue on down the path.

This might not seem like a big deal, but see how much time it saves navigating to "C:\Windows\Microsoft.NET\Framework64\v2.0.50727\Temporary ASP.NET Files". And yes, that's if you haven't already set up Executor/Launchy/Enso (note: does not work on x64)/Etc. to have a shortcut already to that particular location. However, it's even better than those launchy applications in that it's a) in Explorer already, b) it allows you to sometimes tab, sometimes type, sometimes arrow down to a selection, and c) hitting enter opens the current directory, but then you can go right back up with alt-d to the address bar and continue on again. If you use any of the above launchy-type applications, you'll know what I'm talking about. If you're not yet using one of them, hello?!? (and yes, while the new-in-Vista start button is an improvement, it's still not near as feature complete).

Another handy thing that I needed a third party app for before is the now-native "Copy as path" option for files (although you need to shift-f10 to open menu, or shift-left click to get it to show):

>Copy as path

Tags: tips | Windows 7

Genie Overdue Notices and Serials Routing Notices

by Administrator Tuesday, August 18, 2009 8:00 AM

Genie (part of the Inmagic Library Suite) includes several different notices regarding loan overdues and serials routing.  If you need to make a change to the content of these notices, the following guide will help you see where to make those changes, as well as when different notices are used. All of the notices listed below reflect Genie version 3.3).

Overdue Notices - Email

There are 3 overdue notice emails:

  1. In MyReports.config as EmailLoanOverdue. Used to send multiple emails at once, from the "E-mail overdue notices" link at the bottom of the Loans search results, when the "E-mail/Print Overdue Notices" report is selected in the drop-down list of reports.
  2. An HTML page in \Program Files\Inmagic\Genie called OverdueEmailTemplate.htm. Sent from the "Send overdue e-mail notice" link at the bottom of the Loans edit screen.
  3. An HTML page in \Program Files\Inmagic\Genie called StatsOverdueEmail_0.htm. Sent from the Email link on the Statistics page.

There is also an HTML page in \Program Files\Inmagic\Genie called OverdueEmailBatch.htm, but this is no longer used; it has been replaced by EmailLoanOverdue in MyReports.config.

Overdue Notices - Print

There is 1 printable overdue loan notice:

  1. In MyReports.config is LoanOverdueNotice, used when batch printing multiple notices. Used by Print link at the top and bottom of the Loans search results when the "E-mail/Print Overdue Notices" report is selected in the drop-down list of reports, and by the Print links on the Statistics page. By default, this report is commented out from the list of reports at the bottom of MyReports.config and so does not appear in the drop-down list of reports in the Loans search results. 

Serials Routing Notices - Email

There are 3 serials routing emails:

  1. In MyReports.config as EmailSerialsRoute. Used when you send multiple email routing notices at once, from the Serials "Email Routing Notices" report.
  2. An HTML page in \Program Files\Inmagic\Genie called "RouteEmailTemplate.htm". Used when you email the notice for just 1 serial, from the serial edit screen.
  3. An HTML page in \Program Files\Inmagic\Genie called "StatsRouteEmail_0.htm". Used by the  Email link on  the Statistics page.

Additional Notes on Routing Emails:

  • When an issue has just been checked in, and a PDF of the Table of Contents uploaded, if a user then clicks the Send Email Routing notice link on the serials edit screen, the pop-up window that appears contains 2 additional checkboxes for linking to and attaching the PDF in the email.   These checkboxes do not appear if there is no PDF associated with the serial issue open in the serials edit screen.
  • By default, in RouteEmailTemplate.htm, the parameter TOCImageLink appears, but it appears outside of a pair of < p > tags and should be moved. TOCImageLink is used to include a link to the latest Table of Contents uploaded for this serial.
  • EmailSerialsRoute in MyReports.config shows the issue checked in from the SerDateToRoute field, whereas the other 2 reports do not; they show only the title. A user would have to type the issue date/vol into the Comments field in the pop-up window, as the comments are included in the RouteEmailTemplate.htm file (but not the StatsRouteEmail_0.htm file).

Serials Routing Notices - Print

There are 3 printable serial routing notices:

  1. In \Program Files\Inmagic\Genie is the file route_print.aspx which is called when clicking the Print Routing Notice link on the serials edit screen. It pulls content from the node called BodyText_EmailRouting in the GlobalResource.resx file in \Program Files\Inmagic\Genie\App_GlobalResources.
  2. In MyReports.config is Route1on8.5x11, used when batch printing multiple routing notices, 1 per page, and by the Print link on the Statistics page.
  3. In MyLabels.config is LabelRoute3on8.5x11, used for printing routing notices on labels.

Note: the two reports in MyReports.config must be listed in the list of Serials reports at the bottom of MyReports.config to appear in the drop down list of serials reports in Genie.

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