Updating ISO keys in the Customization Manager

A quick tip for those starting to use the ISO protocol with ILLiad, especially if you are hosted by OCLC. It turns out that if you edit any of the ISO keys in ILLiad’s customization manager, the ISO server needs to be restarted. At the moment, it doesn’t automatically restart on a scheduled basis.

So after you edit those ISO keys, submit a ticket to OCLC to restart the ISO server.

JQuery Dialog Box Follow-up

Some have requested more details for the post I wrote earlier this year: Creating a Popup – like Message on ILLiad Webpages using JQuery

Where did I put the dialog box script?

I added the main script code to the file containing  <#STATUS> . In our case, I only added this to the include_header file.

What code did you use?

I needed to add code to two places. In the file containing the <#STATUS> line, I added the following surrounding by the <script> tags.
$( "#dialog" ).dialog({
modal: true,
title: "Status",
buttons: {
"OK": function() {
$( this ).dialog( "close" );

For each web status key of interest in the customization manager, I added id=”dialog” to an opening div tag, wrote the message I wanted to display, and added a closing div tag.

Has this helped?

Absolutely! We get way less questions from staff, students, and faculty.

Mergefield tip for ILLiad Print Templates

Mail merges are a powerful tool in MS Word and using them to enhance ILLiad’s print templates is no exception. It’s amazing what kind of “If Then” type statements can be created, such as “If the Delivery Option is “Mail to Address”, then display the address lines you want, If not display something else.” But I always forget how to view, for lack of a better word, the code, behind the mergefield statements and rules. The trick…

Alt + F9

Hitting those keys will toggle between something similar to a preview and the full mergefield “code.” This is important for formatting and layout as well as getting the mergefield rules correct. The rules can take up a lot more space compared to the real deal.

Mass Find and Replace in Notepad++ using Regular Expressions

While working on an upgrade to ILLiad 8.6 from 8.5 I was reminded that the tabindex attribute is not necessary and that I haven’t yet completely removed this code from our ILLiad webpages. I’ve removed some of the references, but at first glance, I’ve assumed this task would be daunting, after all, there are dozens of webpage files that would need to be checked.

Not so much! With about 5-10 minutes of thinking/work, I was able to remove over 400 instances of tabindex in all of our ILLiad webpages!

After some testing on a small batch of files I settled on the following process:

  • First, I created a regular expression to match our tabindex instances: (tabindex=”)\d+(“)
  • Then, I opened all of my local ILLiad webpage copies in Notepad++
  • Using the Replace feature (Search->Replace), enter the regular expression in Find What
  • Under Search Mode, select Regular Expression
  • Click Replace All in All Opened Documents
  • Then click File -> Save All
  • Finally copy the local files to the server

Searching ILLiad’s Database

…without direct access to the backend database.

ILLiad power users are probably wizards with ILLiad’s custom/advanced searching feature within the client, but for me, this feature was a pleasant surprise and an exciting treasure waiting to be unleashed.

Unlike the common search query fields in the Home ribbon, the custom search option is only identified by a small box and arrow in the corner of each search section. And honestly, I only thought to click on the icon because Microsoft Word has the same image to access a bunch of customizable goodies.

explained in text

Once clicked, I found an interesting search interface that mimicked SQL query functions in many positive ways.¬† Some of the cool things I’ve used this database search function for include:

  • retrieving users who have opted into our campus delivery
  • retrieving a list of users who are at one of our remote field locations
  • finding a list of requests for specific journals during a specified timefram
  • getting a list of requests that were found and made through a specific resource (in this case it was Scopus, but next time it might be our custom catalog in our discovery layer)

Basically, if it’s a field of information, you can retrieve it from within the client without having to go through another program or interface. Very cool indeed.

For more details about custom searching, check out Atlas Systems’ documentation on the subject.

Creating a Popup – like Message on ILLiad Webpages using JQuery

The default ILLiad webpages tend to leave users questioning whether their renewal request went through or their request was cancelled… or you get the idea. The small status alert under the institution’s name, just wasn’t noticeable enough.

Default status alert is located on the main pages just below the header.

Submitting, renewing, and cancelling requests takes you from the detailed item / request screen to the main entry page and the status of your request is located at the top of this screen.

Then along came ILLiad 8.5 and the ability to clone requests.¬† We decided to leave the cloning functionality available to users and see what happened. Well, some students tried to renew their items and upon failing to notice the renewal request was successful submitted a “Clone” request in addition to their renewal. Some of our requests are automated using IDS Logic and we failed to catch some of these duplicate requests until the student came to pick up the item.

We still have valid reasons for keeping the cloning feature available, so I took a cue from Logan Rath at SUNY Brockport, and used jQuery to create a pop-up like alert message for some of the status lines (Thanks Logan for the awesome idea!).

Here’s what happens when someone clicks “Cancel Request”

Described in text

The background is greyed out and a message appears that displays the status. When you click ok, the message goes away and the page’s original color returns.

Super awesome! Plus, it’s not really a pop-up, so it works great on mobile devices.

The jQuery code itself was wicked easy and there are plenty of examples online if you search jQuery and dialog (It’s called a dialog box). The trick for ILLiad was to add a div with an id field to the status line within ILLiad’s Customization Manager (Web Interface -> Status Lines). That way only some of the status lines behave like this and the others continue to appear like they always have.

Adding a System Generated Note to your Outgoing Borrowing Requests

I was recently asked to add a note to our outgoing borrowing requests so that when libraries got our request, certain information would be on every request.

This is an example of what these extremely common notes might look like in a lending request in ILLiad.

ILLiad Notes panel in Lending Request

Once I found the correct OCLC service, editing/adding this note was extremely easy. The Borrower Notes and Billing Notes fields are located on the “Borrower Data” tab within OCLC Service Configuration. Currently, the login page is https://worldcat.org/config/ under Worldshare ILL configuration.