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

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.

Editing Email Templates Stored on the Server

Most email templates in ILLiad 8.4 and later can be stored and edited in the Customization Manager, but there are a few that are stored on the server. The specific server side email templates such as elecdel are listed on Atlas System’s guide to Creating and Editing Email Templates for ILLiad.

So how do you edit these templates if OCLC hosts your ILLiad instance and you don’t have direct access to the server? It turns out that you can edit the template to your liking and email OCLC support with the new template. They will then upload it to the server for you. Viola! your email template is updated!