USER DOCUMENTATION. Summary of fixes for 14.2 Patch 5 ( )

Transcription

1 USER DOCUMENTATION Summary of fixes for 14.2 Patch 5 ( ) Release June 13, 2002

2 RPC No. Module Explanation Table Change 3237 Serials Solvej routing list. It is now possible to change the sequence of routing lists (z18). Two new buttons (up and down) have been added to Routing List window. As 14.2 is an already productive version it was not possible to add a new field to z18 in order to store the sequence which is necessary for this function. Therefore the first three digits of the field z18-note are used to store the sequence of the z18 records. This three digits are not visible in the GUI client. Please note, that only 97 bytes are now available for notes. The new buttons can be activated by adding the following parameter to./serial/tab/serial.ini [General] RoutingListPriority=Y and adding the variable setenv routing_list_priority Y to pc_server_defaults. Note: this fix is ADD-ON - this function isn t active in the standard version. Adding the following lines to.\serial\tab\eng\window.dat: RoutListWindow.Btn.Up &Up RoutListWindow.Btn.Down &Down Batch p_manage_02 when using a multilingual thesaurus expand_doc_bib_acc is used ONLY when a library has a multilingual thesaurus. However since this expand attempts to read while the Z01 may be on load (p_manage_02) there is a problem. This may happen only when p_manage_02 is running with the option "0" since in option "1" expand_doc_bib_acc is not in effect. Now there is an additional option "3" which is like "0" but makes sure all retrieval is done prior to loading (Slower). from./alephe/www_b_eng/b-manage-02 <tr><td>procedure to run</td> <td><select name=f01> <OPTION value="0"> Update headings index <OPTION value="3"> Update headings index (when using a multilingual thesaurus) <OPTION value="1" selected> Rebuild entire headings index <OPTION value="2"> Rebuild entire headings index (except Z01) </SELECT></td></tr> WWW OPAC Display of BT and NT links in AUT databases. The display of BT (Broader Term) and NT (Narrower term) links of AUT databases was not consistent with the display in the GUI OPAC. That is, while in the GUI OPAC the text associated with e.g. "Narrower term" was the heading itself, in the WEB OPAC the text was always "Click to view related record". This way, the user had to click on "Narrower term" in order to view the linked record in full. Now the display of the above mentioned links in the WEB OPAC is similar to that of the GUI OPAC Hold request - the Z37-FILTER-COPY is not relevant anymore in the creation of hold requests on "like" copies Circulation, WWW 3241 Batch Fix only relevant for MAB libraries. P_manage_20 is used to load updates of AUT data. As the German National Library decided to deliver the letter "x" as part of the identification number of GKD Ex Libris Ltd., 2002 Page 2 of 23.\serial\bin\serial.exe /alephe/www_b_eng/bmanage-02

3 3242 ACQ, CIRC, ITEMS, SERIAL records from January 2002 in upper case the p_manage_20 has been fixed in order to identify the record in the database during the update even if the "x" is there in lower case. In this case a COR field will be added to the record in order to update the related BIB records Change process status utility - the focus now is on the barcode field which makes it more convenient to work Batch Bug in p_file_20 (PLIF): When a patron is undeletable (has loan or owes fines), z308 were deleted anyway ILL Client technical changes - The Nav. window is now always open when a request is on. Done for consistency with the other admin modules. 2) In "LoanArrivalForm" and "CopyArrivalForm" some fields could not be accessed using the TAB key. Other fields are read-only and are supposed to be read-write Circulation Give Z36-PROXY-ID correct value so check_circ_1_f will work. Now if the sponsor will do the loan, the Z36-PROXY-ID will be his Items, Acquisitions 3247 Admin, Circulation In ITEMS, Item Form. Permissions for Invoice Key field needs to be changed in program pc_com_c0159 permission COM/INVOICE-LIST is checked but it does not have an entry in tab user_function. There is another permission check while calling check_order_authorization which is not needed. add line to user_function: COM L Invoice Key INVOICE-LIST L Select Invoice Key in item Sending from "Vendor address" window or from "User address" window only works if the "Body" of the message is filled (if message only contains subject, mail is not sent) Batch Include start date/time in p_manage_17 log: without this, you can't tell when the job started Items, Acquisitions Automatic creation of items on arrival of orders does not take col 5 and 6 (location and location type) of tab36 into account Batch Include 20 chars from external budget number on report (instead of just 6) Circulation Restore item from ADM information - When sub-fields 8 & 9 were missing it destroyed the Z30 fields: Z30-MATERIAL and Z30- TEMP-LOCATION Batch p_acq_12 - wrong data in column 7 ("Order Number 2"). The field "Z68-ORDER-NUMBER-2" was inserted to column 7 ("Order Number 2") of the report produced by the batch process p_acq_12, instead of the field "Z68-ORDER-NUMBER-1" Batch Job p_serial_44 updated item-process-status (using tab42) despite that the update-database parameter was set to "N" Batch p_cir_07 - Irrelevant error message upon submission. When the batch process p_cir_07 was submitted without selecting a sub-library (i.e. all sublibraries), but WITH an item status filter, an irrelevant error message was displayed: "Item cannot be photocopied (tab15)." Circulation Returning ReadingRoom item should delete the ADM information after restoring \acq\bin\acq.exe.\circ\bin\circ.exe.\items\bin\items.exe.\serial\bin\serial.exe.\ill\bin\ill.exe./alephe/tab/user_function.en g.\admin\bin\admin.exe.\circ\bin\circ.exe Ex Libris Ltd., 2002 Page 3 of 23

4 3256 Z39 Server Universal Gateway - fix presenting UNIMARC and DANMARC records. marc_to_docx now reads TAB10 table from EXT library (EXT01 for USMARC, EXT02 for UNIMARC and EXT03 for DANMARC) Note: in TAB10 table of EXT01 TAB10-MARC-TYPE should be set to 1 in TAB10 table of EXT02 TAB10-MARC-TYPE should be set to 2 in TAB10 table of EXT03 TAB10-MARC-TYPE should be set to Batch The batch job p_serial_44 and p_serial_04 used to get as an input file a list of BIB doc numbers. Now it is possible to give a list of ADM doc numbers too. New parameter was added to the batch job which defines what type is the input file : BIB or ADM Circulation User Info - Cash summary list - added field "Cash Sub-library" The field "Cash Sub-library" (Z31-SUB-LIBRARY) has been added to the cash summary list in the User Information window (PC_CASH_SUMMARY code in./usm01/tab/pc_tab_col.eng). Add the following line to./usm01/tab/pc_tab_col.eng: PC_CASH_SUMMARY L Cash Sublibrary C04 z31 sub library 3259 Admin, Circulation When deleting borrower, there is now a check that the user is not a routing list group leader. If so the deletion is not legal. Add the line for "DeletUserIsRoutLeader" to message.dat General Cataloger name should be derived from the on-line user-name WWW OPAC Wrong use of CONTROL-LNG instead of CON-LNG. (When loading tab_delinq in the user info screen) WWW OPAC A link to "Library Info" was added, like in 12.1 version. The link dependes on: a) The env. variable "www_lib_info_link" in ww_server_defaults. b) A specific sub-library was selected Gui OPAC Search in ACC - Z01-ACC-SEQUENCE-SEE is ignored. When performing a search (not a browse) in ACC-headings, Z01-ACC- SEQUENCE-SEE was ignored. Therefore, no cross-references were retrieved Gui GUI (ADMIN) - Mini-OPAC in ADM modules - search for Barcode case sensitivity. The search for barcode by using the Mini-OPAC in the administrative modules (such as Items, Circulation, ILL, Serial) was case sensitive, unlike the search in SEAR, i.e. if a barcode was entered in lowercase letters, it was not retrieved General Fix is only relevant for MAB libraries. When a parallel-link field in a record in MAB (tags ) was doubled (or tripled...), the text of this new PAR link displayed in the OPAC (content of z103_lkr_text_n) was wrong. The text of the first field was used not only for the first link, but also for the other links. This has been corrected Circulation A continuation to fix #3226. There was a problem concerning the fix - it solved the problem described there but caused another one - the holds that have z37_source="s" were not displayed - now fixed General No warning in log file for programs missing in tab_word_breaking Items Correct problem of HOL 852 not being copied to z30_copy. The PERFORM CORRECT-Z30-COPY statement was omitted Z39 Server Fixing problem in Z39 compilation. A problem occurred when compiling z39 on HP with gcc ) Ex Libris Ltd., 2002 Page 4 of 23.\admin\bin\admin.exe.\circ\bin\circ.exe.\alephcom\tab\eng\message. dat./alephe/www_b_eng/bserial-04./alephe/www_b_eng/bserial-44./usm01/tab/pc_tab_col.eng./alephe/www_a_eng/itemglobal-tail./alephe/www_eng/a-libraryinfo.gif

5 3270 General z39_server: The hyphen was removed from MARC records. The Z39.50 server performed the conversion of the character defined in tab10 switch 36 TAB10-DOC-BLANK-CHAR for all fields of the target record and not only for the MARC21 fixed length fields. As a result the removal of hyphen '-' took place in the entire record if the defined character was hyphen. Example: "020$a X" was returned as "020$a X" After the change the Z39.50 server changes TAB10-DOC-BLANK- CHAR into Blank: - for the MARC21 fixed length fields - for all other fields only if TAB10-DOC-BLANK-CHAR is not equal to hyphen '-'. Note: this fix_request solves the same problem as rep_change 2827, which was somehow eliminated from the version General Selfcheck: Codeco Emulation - continuation of rep_change # make_copy_files C2051 make_copy_files C2052 make_copy_files C2053 make_copy_files C2054 make_copy_files C2055 make_copy_files C2056 make_copy_files C Ex Libris Ltd., 2002 Page 5 of 23./alephe/error_eng/pc_ss_c2 051./alephe/error_eng/pc_ss_c2 052./alephe/error_eng/pc_ss_c2 053./alephe/error_eng/pc_ss_c2 054./alephe/error_eng/pc_ss_c2 056./alephe/error_eng/pc_ss_c Cataloging check_doc_line - inconsistancy in indicators check. This happens when the table is not padded with enough spaces. Example: "AL XX " "AL XX 320 a 0 1" Works fine but "AL XX 320 -" "AL XX 320 a 0 1" Does not!!! Batch Bug in p_file_20 (PLIF) : creation of z308 type 01 fails (barcode duplicate), however z303/z305 are created General The rule declaring that virtual fields would be built when two or more MARC fields exist was violated when requested fields occurred more than one time. Virtual field will be built under those circumstances only if the multi occurrence matches for more than one field. Example : line from tab_expand_join "ATT02 100## a z 245## abcd t". lines from document: L $$apersoon, C. H.$$q(Christiaan Hendrik),$$d L $$amycologia Europaea,$$bseu Completa omnium fungorum in variis Europaea L $$apetri, Leopold L $$ageschichte des Placet nach Zweck und rechtlicher Ausgestaltung L $$apetsch, Robert,$$d1875 Virtual fields built: ATT02 L $$zpersoon, C. H.$$tMycologia Europaea,seu Completa omnium fungorum in variis Europaea ATT02 L $$zpetri, Leopold.$$tGeschichte des Placet nach Zweck und rechtlicher Ausgestaltung Batch Adding additional address functionality to ILL BL form. There is now./alephe/www_b_eng/b-ill-

6 an option to choose "ADD" keyword for the BL request which causes the display of the patron address (type "02") in the art form instead of the sub-library. There is a new section (S3) in all BL forms which will be added only if the keyword "ADD" exists General compile_pc - add option for HP + Oracle817 Rep Change (version,#): 14.1 #001153, 15.2 # Gui Fast cataloging - FMT filed can not be updated since its always Appended. Fast cataloging appends fields if they exist when BIB/ADM records are created by the system. The problem is that if you add FMT to your fast cat template you will get something like "FMT LBKSE" etc... The solution is that: 1. Fields that are not in the record are added 2. Fields that are in the record are appended to the existing field unless it is FMT. FMT will replace the field instead of append to the field Cataloging Catalog GUI was not able to display records larger than characters. This is due to a historical limitation in C0202 which is no longer valid General util o 17 (Resize Oracle data file) did not work for tablespace files with upper case letters in their path Batch p_file_02 (option 02) used "-" instead of TAB10-DOC-BLANK- CHAR Also I added a replacment of blanks for fixed fields dependent on TAB10-MARC-TYPE as in marc_to_docx conversion Gui (General) The environment variable user_list_aleph_local was disregarded when the user list was retrieved. The environment variable user_list_aleph_local, which is defined in./alephe/pc_server_defaults (values "Y" or "N"), did not filter out local users (Z305) who had only "ALEPH" as Z305-SUB-LIBRARY, when it was set to "N" Acquisitions Acq rush/library note notification. Implementation of notification as defined in acq.ini: [Arrival] RushNote=Y LibraryNote=Y Was missing from automatic arrival within the invoice form Gui (General) Packaging. Replacing the temp directory of the GUI modules (was C:\Temp) by the one that is defined in Alephcom.ini Batch Adding doc number to "T-Z01 Overflow" message in p_manage_ /usm01/form_eng/ill-printbldsc-c-book-00./usm01/form_eng/ill-printbldsc-c-conference-00./usm01/form_eng/ill-printbldsc-c-other-00./usm01/form_eng/ill-printbldsc-c-report-00./usm01/form_eng/ill-printbldsc-c-serial-00./usm01/form_eng/ill-printbldsc-l-book-00./usm01/form_eng/ill-printbldsc-l-conference-00./usm01/form_eng/ill-printbldsc-l-other-00./usm01/form_eng/ill-printbldsc-l-report-00./usm01/form_eng/ill-printbldsc-l-serial-00.\acq\bin\acq.exe Ex Libris Ltd., 2002 Page 6 of 23

7 3285 Circulation ue_06 and Z38-STATUS "H". Status "H" in Z38-STATUS is a special feature used by ICL. In ue_06 creation of this status was not dependent on TAB10-PHOTO-REQUEST-STYLE as required and implemented in b_cir_22. In additional GUI caption missing for Z38-STATUS "H". Captions were added to $alephe_error_eng relevant files WWW OPAC When saving a set from the basket, the subject of the automatic notification to the staff librarian was placed in www_heading (used to be hard coded). Add the following line to www_heading: 9816 L Load file to course reading from server Z39 server z39_server: fix Scan Request translation: process Structure attribute. Before this fix ScanRequest with Structure attribute defined was rejected. Now we permit 2 Structure attribute values: 1(phrase) and 2 (word) and translation of Scan Request works according to the following algorithms: If Completeness Attribute is undefined: If Structure is 2(word) - scan Words index Otherwise - scan Access index If Completeness Attribute is 1(incomplete field) - scan Words index Otherwise - scan Access index. How to test? Using yaz_client test the following queries: 1=1004 history 4=1 history 4=2 history 6=1 history 6=3 history Batch Makeing p_serial_04 use TTL (in addition to TIT) for title sort: It was testing for code "TIT" to determine if title sort should be used. It also needs to test on "TTL" Circulation tab10 - TAB10-OFFLINE-CASH-TRANS. Switch TAB10-OFFLINE-CASH-TRANS has been added to tab10; it determines whether or not offline circulation transactions will record cash transactions. This is an upgrade of rep_change #927 (version 12.2) Circulation Loan window - The shortcut for the "Override" button did not function properly. The button labeled "Override" in the Loan window functioned either as "Override User" or as "Override Loan", and was represented in the file.\circ\tab\eng\window.dat by one entry only - "Loan.Btn.Override", with the text "&Override".This caused ambiguity when activating the shortcut "Alt o". Instead, there are two separate entries now in Window.dat: Loan.Btn.OverrideLoan &Override Loan.Btn.OverrideUser O&verride In addition, the text for "Loan.Btn.CancelUser" has been changed from "C&ancel User" to "Ca&ncel User" in order to prevent a conflict between the buttons "Cancel User" and "Cancel Loan". In the file.\circ\tab\eng\window.dat, replace the line: Loan.Btn.Override &Override with the lines: Loan.Btn.OverrideLoan &Override Loan.Btn.OverrideUser O&verride Replace the line: Loan.Btn.CancelUser C&ancel User with the line: Loan.Btn.CancelUser Ca&ncel User Batch Allow manage_01 to handle more than 100 unique index names. This problem occured first at U. of Minn. They have 130 unique word indexes (!) and could not build up bitmaps in the last stage of running manage_ Ex Libris Ltd., 2002 Page 7 of 23./alephe/error_eng/pc_cir_c0 409./alephe/error_eng/pc_cir_c0 416./alephe/error_eng/www_hea ding./alephe/headers/tab/tab10./usm01/tab/tab10.\circ\tab\eng\window.dat.\circ\bin\circ.exe

8 3292 Circulation User List - The list was always sorted by barcode after the Keyword Search, no matter how it was sorted before (by name, ID or barcode) Circulation Add telephone number to hold-request-slip form (as variable $04000). Add the $04000 variable to the local hold-request-slip-nn forms Circulation A continuation to rep_change #3168 (Z308 encryption). In case the problem still exists, re-run csh -f aleph_proc/z308_patch_2_to_patch_4 <library>. It will clean the last 10 characters. A Note for cases that there were identifications longer than 10 characters (encrypted): those identifications were invalid in any case (before the fix) because the encryption program worked only on the first 10 characters Batch Changes in the aleph_load mechanism. Fixed p_file_03/p_file_04/aleph_load scripts to work also in TWO_TASK environment. aleph_load loads a FIX file by converting it to a DLM file first. p_file_03 and p_file_04 treat z01 as a regular table instead of using VAR. When invoking aleph_load for tables Z00, Z950, Z95, Z98 and Z980 VAR parameter should be used Batch license monitoring scripts - p_check_users, p_stat_users NOTE!!!!!! The downgrade did not take into account the changes between 15.2 and 14.2 where license tables (z63/z65) are stored. This has been fixed - Asaf NOTE!!!!!! The monitoring is made up of 2 parts, generation of license usage data and formatting/ ing of data. A process is run continously (p_check_users) and places data for later analysis in $data_root/report of the library it is run in. The process doesn't need to be scheduled as the 2nd process (p_stat_users) will stop and start it automatically whenever it analyses usage data. By default this process checks usage every 10 minutes. p_stat_users will use and analyse the data in $data_root/report and prepare 2 files for ing. The 1st includes the raw usage data and the second is a breakdown of min/max/avg usage over the period data was collected. Usage data includes PC, WWW, Self Check and Z39 servers. Examples: To run data collection: csh -f p_check_users USM01 To run data analysis csh -f p_stat_users USM01, 1, 2, 3, (up to 10 s). Ideally, the p_stat_users job should be scheduled to run every day using the job deamon. (downgraded rep_ver 4159 from 16.1) Util Bug in util a 20 (import library) - it didn't create ora user properly Gui General All Gui Lists - Print (F9 / F11) - The last entry on every printed page was missing. When the User List was printed, either by depressing F9 ("Set Display of List" window) and clicking on "Print List", or by depressing F11 (direct printing), one of the entries, which should have been printed either at the end of a page or at the beginning of the next, was not printed at all. This has been fixed. Note that the fix applies to the printing of all lists from the GUI (The User List was just an example) BATCH / CATALOG 1. Trigger report (p_com_01) - Some document titles were missing. 2. Cataloging - Edit Record's triggers - the module crashed in an attempt to retrieve more than 100 triggers Circulation Hold Requests list - wrong position in hold queue. The position in the hold queue was miscalculated when there was more than one item per title and holds were expanded. That is, hold requests with Z37- STATUS = "C" were disregarded when the position in the hold queue was calculated. See also 14.2, rep_change # Ex Libris Ltd., 2002 Page 8 of 23.\circ\bin\circ.exe./usm01/form_eng/holdrequest-slip-00 All GUI modules (.exe files).\catalog\bin\catalog.exe

9 3301 Batch Two fields added to web claim forms for p_acq_12 (acq-first-claim-nn, acq-additional-claim-nn). Currency Z68-E-CURRENCY ($02500) and Estimated price ($02600). Adding slots 25,26 to acq-first-claim-00,acq-additional-claim ILL patron-letter - The bib information was enriched from edit_field of the client's interface language, instead of the patron's Z303-CON-LNG Batch Cataloging. The log file of p_ret_01 in an HOL library contained error messages relating to the inability to access the Z30 table. When locating the ADM library for retrieval of Z30 records, only BIB or ADM libraries were taken into account. That is, if the library in which p_ret_01 was run was other that BIB or ADM, the attempt to locate the appropriate ADM library and access Z30 records failed.now, all types of libraries are accounted for, except AUT ILL On printouts from incoming requests in ILL type "01" address was always taken even if there was a valid type "02" address Gui General Some fixes for the "Hebrew" interface language - mainly related to the dialog's controls orientation Gui General Sear. Nav. Map - right window corrections. 1) When the right mouse button was clicked on the right window of the nav. map, the tool tip (text "bubble") that popped up did not disappear after the right mouse button was released. It disappeared only after all windows were closed. 2) Summary of an ADM record - the plus ("+") and minus ("-") signs on the right window of the nav. map were not aligned with the titles ("Items", "Loans", "ILL", "HOL" etc.) A technical change - Adding a routine for utf2unicode that could be called from cobol ILL There were two problems with the PatronCurr & CopyrightCurr values that were taken from ill.ini: 1) There was an override of those parameters after updating a request which is wrong. 2) There was an override of the existing values when updating the request which is also wrong. Now, only when adding a new request there is a use of those parameters General TECHNICAL CHANGE - adding support for AIX 817 compilation PC_Server pc_server_main_kerberos compilation errors on HP General Indexing. fix causes the message: "Note: unable to handle all unique..." when building words. This message will erroneously appear once per each record with status deleted. However it has no real impact on the word building process!! Course reading No message would inform the user of an error when trying to place a hold request on selected items without actually selecting any items. This message is now added Batch Fix only relevant for MAB libraries. p_manage_20 is used to load updates of AUT data. For the update type "correction (c)" the p_manage_20 checks whether a record with the same identification number (in field 001) already exists within the AUT library (match 1). If it does not exist the record is treated now as update type "new file (n)" instead of ignoring the update Batch An optinonal fix - New index for z31 (z31-key, z31-id2) to enable access on z31 by z31-key. Required by several batch routines for KOBV that must check if a z31 record exists for a given item before the item will be deleted. See also rep_change # (12.1) The following lines have to be added to the file_list: IND z31_id2 100K 100K ts1 build index on z31_id2 (if the index is needed) /usm01/form_eng/acq-firstclaim-00./usm01/form_eng/acqadditional-claim-00 All the GUI modules All GUI modules (.exe files).\ill\bin\ill.exe Ex Libris Ltd., 2002 Page 9 of 23

10 3315 Batch Acquisitions p_acq_07 - When transferring balance to next year's budget, its existence was not checked at all. If p_acq_05 was run, creating e.g. a new annual budget "A-2002" out of "A-2001", and then A-2002 was deleted, the batch process p_acq_07 did not take the deletion into account, i.e. when transferring the remaining balance of A-2001, new Z601 (budget transaction) records were created for the non-existent budget - A Instead, when p_acq_07 encounters a budget such as A-2001, it disregards the budget if a corresponding new budget A-2002 (Z76 record) does not exist General Changes in special program update_z103_ids. The level Z103- Enumeration-A will now only be filled with '>', when either the Z103-Chronological-I or the Z103-Enumeration-B is filled and Enumeration-A is empty. Before the change Enumeration-A was always filled with '>' when it was empty, regardless of the other levels Util UTIL - Util g/5/g/i - It was impossible to edit tab_sc_3m General A techanical change - compile_all - add check for cobol compiler version. The Microfocus compiler is used for compiling of cobol programs. For Microfocus 4.1 and higher versions we only have a one user license for this compiler. Therefore it is not possible to compile several programs in parallel. The script compile_all has now been fixed to check the Microfocus version in order not to try to compile in parallel if Microfocus 4.1 is installed Serials When item records were automatically created (e.g. "Arrive" operation), the field Z16-ITEM-STATISTIC was not copied into Z30- ITEM-STATISTIC Circulation Immediately after creating a new user (via GUI or WEB OPAC), it was not possible to locate them according to user barcode through the function "Keyword Search" in the User List. Only when the user was updated for the second time, they could be located according to user barcode through "Keyword Search" Circulation When creating a cash receipt, the parameters "prefix" and suppression of leading zeros (given in Util G/2) for "last-cash-receipt-no" were disregarded Z39.50 A new fix doc program "fix_doc_mab_build_fmt" adds the format (FMT) to MAB-records according to the header information (LDR). This fix doc program is necessary for Z39.50 in order to get the right format through the gateway if the targets provides records of different types (MAB, MARC..). The fix is relevant only for MAB libraries SC_Server When returning an item using the sc_server, z36h_returned_date and hour are not filled Util ue_06 - when processing a photocopy request, there is no need for using col. 6 ("item can be loaned") in tab Gui OPAC Nav. Map - When a subscription (Z16) with connected items was moved from one ADM to another, the field Z30-COPY-SEQUENCE-2 was not updated Circulation Some libraries use cash transactions 0024,0026,0027,0028, 1024, 1026, 1027 and 1028 from tab18.<lng> only to charge postal fees. So if hold request letter is sent by , they do not want to charge the borrower. To make this possible, a new flag TAB10-CASH-E- MAIL-HOLD-REQUEST has been introduced. If this switch is set to Y (= default), the system will work the previous way, this means hold request filled is always charged. If this switch is set to N and a borrower has registered an -address in his valid address-record, no cash transaction is registered. Please note, that in this case in form hold-request-letter-nn-mm parameter "## - _ADDRESS $00100" has to be set and in print.ini, col.4 has to be set to "M" to ensure that notifications are sent via mail Ex Libris Ltd., 2002 Page 10 of 23./alephe/headers/tab/tab10.he lp./alephe/headers/tab/tab10.st ructure./alephe/headers/tab/tab10./usm01/tab/tab10

11 3327 WWW OPAC There was a bug when trying to delete a note for user and the sublibrary is shorter than 5 characters General Links were not sorted according to Z103_SORT (function EXISTING). That means that e.g. DN, PAR... links have been displayed in the full + link according to their sequence regardless of Z103_SORT. This has been fixed Circulation Return Receipt - the fine was miscalculated. When an item was returned, the "fine" section was miscalculated, because ALL cash transactions related to the loan were taken into account (e.g. charge for the loan per se, cost of "lost material" letter), even if the item was not returned late at all. Apart from that, all sums were ADDED to one another, without taking into account Z31-CREDIT-DEBIT. Instead, the fine is now calculated only from the cash transactions directly related to the returning of the item (such as late return, recall late return or rush recall late return). Note that from now on the possibility to calculate the fine will depend on the existence of loan history (Z36H), which will be used to locate the exact cash transactions related to the return Course reading Hard coded strings in the programs www_r_course_list_s.cbl and www_r_doc_list.cbl were replaced by user defined headings. The new headings were added to www_heading table : Displayed for courses without instructor Displayed for titles without items Displayed for proxy courses Cataloging check_doc_unique_index - checking for duplicate entries in INDEX files did not work correctly for the first record (the one with lower system ID). For example, if both record no. 10 and no. 11 (duplicated from 10) contained the same 020 field (ISBN), a warning message about the duplicate entry appeared when saving record 11 only, as opposed to record 10. In addition, if more than 5 duplicate entries are found, the check stops and the following message is displayed: More than 5 duplicate entries were found in the INDEX file. Add the following line to./alephe/error_eng/check_doc (under the section named "check_doc_unique_index": 0103 L More than 5 duplicate entries were found in the INDEX file Batch p_serial_44 - Sort claim letters by ADM doc number, Sub-Library and Vendor Code WWW OPAC New switch show_copyrights. If show_copyrights is set to "Y" (default) the system will show copyrights information if a user is calling up an external link and subfield 4 has not been cataloged (this is the way the system is working before this fix). If show_copyrights is set to "N" the system will never show copyrights information when calling up an external link in the OPAC. Add the definition to show_copyrights in www_server_defaults General New table and new program - tab_preferred and preferred_doc.cbl : In the same manner tab_fix/expand/etc work, preferred_doc takes two doc-ptrs and a section-name (in tab_preferred) and determines which of the given docs is the preferred one. The programs in tab_preferred will point to a certain algorith/method to apply when choosing the preferred doc. For now, only two methods are supplied - which are wrapper programs for the union_preferred_aleph1, union_preferred_cdl programs ILL When printing incoming request's information from ILL, the status in the overview window was not automatically refreshed /alephe/error_eng/www_hea ding./alephe/error_eng/check_do c /alephe/www_server_default s./usm01/tab/tab_preferred./alephe/headers/tab/tab_pref erred.\ill\bin\ill.exe Ex Libris Ltd., 2002 Page 11 of 23

12 3336 Gui OPAC There is a limit of 100 headings that can be selected from the "Browse List". If more than 100 entries (headings) were selected in the "Browse List", only the first 100 were handled when one of the buttons - "Full", "Brief", "Save As" or "Correct" was clicked on, without a warning message. Now, if more than 100 entries are selected and one of the above buttons is clicked on, the following message is displayed: Attention: Only the first 100 selected headings will be handled. Add the following line to the file.\sear\tab\eng\message.dat: TooManySelectedHeadings ALEPH Opac O I Attention: Only the first 100 selected headings will be handled General A virtual field was not created for the latest occurrence of the tags (in tab tab_expand_join) General EACC ansel conversion wasn't properly handling mixed esc Sequences. A line of EACC can have a mix of CJK and other character sets. The esc sequence to go back to basic ascii that is in the current implementation is different than that defined in the MARC8 standard. Also - the ansel_eacc table in the LOC website had more translations than our current table Batch trace_count missing (Example: "8008 READING..." p_manage_111 p_ill_04 p_acq_ Util Technical change to uh utility programs Increase file handling buffers to 500 files Util Technical change in util scripts - platform dependant issues General Definition for additional programs can now be applied for the WEB. Support for $alephe_tab/send_mail which is already available for $aleph_proc/send_mail now also implemented for the web. You may define your own mail program in file $alephe_tab/send_mail. Example (Contents of $alephe_tab/send_mail): mail -s "$2" "$1" < "$3" WWW OPAC Session string creation. The session string (e.g P2YV75T8PJQ2JRJ1C24KHIU5UGTKMMCSP6TMXJB5UE3FML6 2Q2) will now take into account the clock in addition to the session-id number defined in util-g General Conversion for Z1002 table. A continuation to rep_change #3113. One file (z1002_create.sql) that had to be transferred for the fix was forgotten (mistakenly by me) WWW OPAC Correction for rep_change rep_change 3239 corrected display of BT/NT/RT in AUT library. However it seems that this corrupted the UP/DN link in The BIB library. This is fixed now without dismissing rep_change Cataloging tab_locate now supports up to 500 lines instead of Circulation Pickup Location - Expand List in photocopy request window was empty General A "junk" line in the cp1251_to_unicode table caused a conversion problem. Remove the following line from the above table: F # NUMERO SIGN Batch Eliminate message "EXISTING HOL 008 found" for p_file_99. It is not needed Cataloging Mini Search - "BAR" is now supported also for BIB library Util p_stat_23 from and to dates not inclusive. When the./alephm/sql_stat/util_s_01_23.sql filters the z13 it does >= and <= but the./util/us_01_23_a.cbl program is just doing > and < -- the from and to are not inclusive. The program has been changed to make them inclusive Ex Libris Ltd., 2002 Page 12 of 23.\Sear\Bin\Sear.exe.\Sear\Tab\Eng\Message.dat./alephe/unicode/ansel_eacc _to_unicode $alephe_root/unicode/cp125 1_to_Unicode.\catalog\bin\catalog.exe

13 3352 Cataloging Derive New record - Possibility to derive new record even if the current record is not yet stored in the database. This is important since deriving Authority record must be done BEFORE record is saved in the DB. The fix only enables the menu which is now graded when record is new (Not in DB) Server x-server. www_x_present - was not presenting the <char_set> tag correctly WWW OPAC Sorting hol occording to tab_base.conf wasn't working correctly Circulation Send in User/Global Information - the attached file was always empty Circulation Fast Cataloging in Circulation module didn't retrieve location type from defaults WWW OPAC Expand Item Information in WEB OPAC showed wrong number 3358 ACQ, ADMIN, ITEMS 3359 Gui OPAC, Cataloging of requests Enforcing upper case text in the "User-List" window, when ID is selected The system displayed headings in the AUT library even if no Z02 record was connected to the heading which means that no document could be displayed. This has been fixed. In the GUI OPAC the system offered the possibility to display details from the headings list of an AUT library. As the details are used to display linked AUT records from a BIB headings list, the function does not make sense in an AUT library. (And it did not work properly too.) Therefore the details button is not longer active in the AUT library WWW OPAC Wrong z35 event-type created when sending hold request from WEB OPAC ILL Index - the status WP should be WPR. In pc_tab_exp_field.lng fix the following line (be carefull not to enter a new line): ILL-STATUS-FILTER L Waiting for patron reply WPR General Performance modifications and a consistency fix of the ue_01 (Added dash was not consistent when running the p_manage_01 and the ue_01) Batch Short loan support for ENUMERATION/CHRONOLOGY (Serials) Currently items are only grouped by SUB-LIBRARY/ITEM-STATUS when short loan slots are created. This does not suffice where serials are concerned. From now on all Z30-BUFFERS fields (ENUMERATION A-H and CHRONOLOGY I-L) are also used for grouping Cataloging Convert records - Crash of OCLC if lines in the record are longer than 1000 characters (the buffer was enlarged to 2000) Util Add z00h and z79 dump to p_file_03 and load by p_file_ Circulation and OffCirc Retrieval of items via their call number (Babsy). It is now possible to retrieve items by specifying their call number (Z30-CALL-NO) instead of their barcodes, in the following functions of the Circulation module: Circulation menu Loan Circulation menu Return Circulation menu Fast Circulation Circulation menu Reserve items Circulation menu Renew loan by barcode Circulation menu Offline circulation.\catalog\bin\catalog.exe.\circ\bin\circ.exe.\circ\bin\circ.exe.\acq\bin\acq.exe.\admin\bin\admin.exe.\circ\bin\circ.exe./usm50/tab/pc_tab_exp_fiel d.eng.\catalog\bin\catalog.exe./usm50/file_list./alephe/pc_server_defaults Pc files:.\circ\bin\circ.exe.\offcirc\bin\offcirc.exe.\alephcom\tab\alephcom.i ni Items menu Item process status Items menu Change item information Items menu Restore item information Ex Libris Ltd., 2002 Page 13 of 23

14 Requests menu Create Hold request Requests menu Create Photocopy request Requests menu Delete hold request - by barcode Requests menu Print letter - hold request filled Requests menu Print letter - hold request not filled Requests menu Print photocopy request slips In order for this new retrieval method to work, several conditions should be met: 1) A new index should be created for the table Z30 (on the field Z30-CALL-NO). It is not a unique index by definition; however, all call numbers must be unique to enable retrieval (non unique call numbers will not be automatically translated into barcodes). 2) The file.\alephcom\tab\alephcom.ini has to include special sections with "AutoInputMethod=2", detailed below. 3) For Offline Circulation, a new environment variable, "offline_circ_call_no_support", should be added to the file./alephe/pc_server_defaults, with the value Y. This also enables the use of call numbers instead of barcodes in the separate module "Offcirc" as well as in Circ.exe's Offcirc. 4) In all the above functions (except Offline Circulation), "Enter" MUST be depressed (either manually or via the barcode reader device) immediately after typing in the call number in the appropriate edit box. This "Enter" will trigger a connection to the server and INTERNALLY replace the text in the box with a barcode. The barcode will then be used for all following actions. Note that in such cases, if the edit box is inside a dialog box whose default button (for "Enter") is the "OK" button, the button will NOT be activated by depressing "Enter". In addition, note that from now on only three general sections need to be defined in.\alephcom\tab\alephcom.ini for all AutoInputMethod" implementations: User Id, User Barcode and Item Barcode. It will be also possible to include separate sections to override the general ones. Add the following line to the file./alephe/pc_server_defaults: setenv offline_circ_call_no_support Y Add the following lines to.\alephcom\tab\alephcom.ini : [AutoInputUserId] AutoInputMethod=0 AutoInput1=2,4,10 ;General note for "AutoInput": separate entries can override the general definition: ;for example, to cancel the AutoInputMethod only for "AutoInputUserListUserId", add: ;User Info menu User List ;[AutoInputUserListUserId] ;AutoInputMethod=0 ;Circulation module: ;=================== ;[AutoInputUserId] User Info menu Get User ;[AutoInputUserListUserId] User Info menu User List ;[AutoInputLoanUserId] Circulation menu Loan ;[AutoInputShortLoanUserId] Circulation menu Reserve Items (Advance Booking) ;[AutoInputOfflineCircUserId] Circulation menu Offline Circulation ;[AutoInputHoldPhotoRequestUserId] Requests menu Create hold request + Create photocopy request ;[AutoInputFastCircUserId] Circulation menu Fast Circulation ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;; [AutoInputUserBarcode] Ex Libris Ltd., 2002 Page 14 of 23

15 AutoInputMethod=1 AutoInput1=10,11,22 ;Circulation module: ;=================== ;[AutoInputUserListUserBarcode] User Info menu User List ;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;; [AutoInputItemBarcode] AutoInputMethod=2 ;Circulation module: ;=================== ;[AutoInputFastCircItemBarcode] Circulation menu Fast Circulation ;[AutoInputLoanItemBarcode] Circulation menu Loan ;[AutoInputReturnItemBarcode] Circulation menu Return ;[AutoInputProcessStatusItemBarcode] Items menu Item process status ;[AutoInputHoldPhotoRequestItemBarcode] Requests menu Create Hold / Photocopy request ;[AutoInputShortLoanItemBarcode] Circulation menu Reserve items ;[AutoInputDeleteHoldItemBarcode] Requests menu Delete hold request - by barcode ;[AutoInputRenewItemBarcode] Circulation menu Renew loan by barcode ;[AutoInputChangeItemBarcode] Items menu Change item information ;[AutoInputRestoreItemBarcode] Items menu Restore item information ;[AutoInputPrintHoldItemBarcode] Requests menu Print letter - hold request filled / not filled ;[AutoInputPhotoSlipItemBarcode] Requests menu Print photocopy request slips IMPORTANT NOTE: =============== Sites that do not use the auto input method should set all AutoInputMethod variables to Server Infrastructure for the new (standard) conversion package. There is NO need to transfer the fix, and NO action is required, for current/running customers/projects Server oclc_server. Technical Change - oclc_server - needed additional parameter in call to create_hol_record General Technical change - fix calls to create_hol_record Server oclc_server ue_03. Problem loading tab_z30 with more than 50 lines. Increased size of table load to 200 and fixed handling of table overflow Server Missing support for bor_info service in www_x. Also missing html files x-bor-info* General A technical change - a new routine was added - file_date - which gets a file name (full path) and returns the last modification date and time General Performance fixes General A line missing in ue_01_b (initialization of II) caused ue_01 to crash Batch Re-Building Call Number Index (p_item_06). New editing to filing_key_add_call_no_type, to prevent wrong index retrieval. New standard in definition of filing routines for items. The routine : "add_call_no_type" will put the call-no-type in the first position of Z30-CALL-NO-KEY, with a blank after it as a delimiter. In this way z30-call-no text with sub-fields won't create a different index (after pack_spaces routine) when pointing to database, and will Ex Libris Ltd., 2002 Page 15 of 23./alephe_start_505.private./alephe_start_505.private.te mplate./alephe/headers/tab/tab_filin g_call_no

16 consist of z30-call-no text without any sub-fields. Add pack_spaces routine to "tab_filing_call_no" is missing. Use the routine "add_call_no_type" and "pack_spaces" if your z30-call-no text contains sub-fields. Synchronize the tab headers (util/h/2) General Fix_doc_mab_build_903 changes the contents of 903 ff ("Permutationsketten") according to the subject modifications which are done by fix_doc_mab_build_902. Because of a bug in fix_doc_mab_build_903 the 10th permutation chain was not properly converted. This has been fixed Batch Using p_ret_01 it is possible to limit the search to particular document numbers. Even if it is possible to enter 9 digit system numbers, the system took only the first 7 digits into account. This has been fixed Batch p-item-04. Faulty i/o assignments in script caused zero-length files General Adjusments in file_list in lib01 for tables z35, z95, z950 (with z35, it's a bug fix). Change the lines z35, z35_id, z35_id1, z95, z95_id, z950, z950_id in the file_list General compress_seq_file to Delimited file fixed not to put a space for empty field Circulation Adding check_circ_11 (a and b) - - check item due date/hour relative to current date/hour - check item due date relative to patron expiration date. Add the following lines to tab_check_circ: - EXTEND check_circ_11_a - EXTEND check_circ_11_b. Synchronize the tab headers (util/h/2) General Removed duplicate creation of indexes by imp_demo_lib_seq. The indexes were already created by p_file_04 which is used by the procedure Gui A continuation of rep_change #39: The lines in the circ.ini and serial.ini concerning the adjustment of the module toolbar ([AdjustToolbar] were deleted. Now only the following lines should appear: in the AdjustToolbar section in all module.ini files: [AdjustToolbar] BitmapType=LargeWithoutText Circulation Implementation of special fine method F in tab16, col. 14 ("Total days by intervals"). This method uses the intervals set up in a new table: tab_late_return to calculate fines. The sums set up in this table, are treated as an actual amount and not as a ratio per day. Example in tab_late_return:! !!!!!-!!-!!-!!-!!!!!!!!!! ##### ## ## ##### ## ## This means that when an overdue item is returned within the first 10 days of overdue, the system calculates 1.00 fine, regardless if the item is returned on the 1st day or on the 9th day of overdue. After the 11th day of overdue 2.50 is charged and so on. Synchronize tab headers (UTIL/H/2) ILL (Web) Create ADM record. The system did not take the MARC type into account if an outgoing ILL request was entered through the WEB. Even for MAB libraries the ADM record contained the LKR field instead of the MAB 012 field. This has been fixed now. In order to correct the ADM records which have already been built the script "ill_adm_lkr_patch_2_to_patch_4" has been created. This script is only available from the German office and not part of the version. Please contact Sven for additional information Ex Libris Ltd., 2002 Page 16 of 23./usm01/file_list.02m./usm01/file_list.05m./usm01/file_list.2m./usm01/file_list.4m./alephe/headers/tab/tab_che ck_circ./alephe/error_eng/check_cir c./usm50/tab/tab_check_circ./circ/tab/circ.ini./serial/tab/serial.ini./alephe/headers/tab/tab_late _return./alephe/headers/tab/tab16

17 3386 Batch The retrieval of the Web service "Retrieve Records" (p_ret_01) failed in libraries with more than one related ADM library General The printout of PARAGRAPH type forms failed when more than one field were in a row. Then the information was overwritten from previous fields. Now the functionality was reinstalled into the system to define several fields in one line Batch p_manage_17 - "Alphabetize Long Headings" Running p_manage_17 the programs look for z01 and z0102 in order to put long headings into the proper order. If z0102 was missing p_manage_17 produced a lot of Oracle error messages. In order not to add z0102 to every library p_manage_17 was changed. It now checks whether z0102 exists within the library. If it does not exist, p_manage_17 updates only z Gui OPAC Nav Map - Problem with pushing record to another module when an "HOL" node is selected. If a record was pushed from the navigation map to another module (Items, Circulation, Cataloging etc.) when the selected node was a Holding record, the message "Cannot find record" was displayed; as a result, the module opened, but the record could not be handled Batch p_ret_adm_01 - added 2 new filters: Z30-CALL-NO-TYPE, Z30-CALL-NO-2-TYPE. Adding the following lines to ret-adm-01-include-a: <OPTION value=l1typ>item location1 type <OPTION value=l2typ>item location2 type General io_z305 - enlarged the size of sql_stmt from 1000 to 2000 (caused oracle errors) General mistake in alephe/ansel_lat_to_unicode - 1E46 f24c corrected to 1E46 f24e WWW OPAC Wrong retrieval of history loan record in the WWW OPAC. The retrieval of history loan record from the list of loans was by document number and not by z36h-number General io_z63 - enlarged the size of sql_stmt from 1000 to 2000 This caused oracle errors Circulation Holding list in circ. module was overflowed (20,000 char. limit) General Alephkey. New aleph keyboard that works from unicode values Serials In the header of bib_format table the serial-claim-letter-nn was wrongly connected to edit_paragraph. It is now connected to edit_doc. serial-claim-letter-nn edit_doc 1. Correcting the header under alephe/headers/tab/bib_format as follows: serial-claim-letter-nn edit_doc 2. Run util h/2 Synchronize tab file headers Circulation Use the default_recall_type for 2nd, 3rd, etc., recall; not just the 1st: The default was displaying correctly for the 1st recall, but was not used for the 2nd, 3rd, etc. It should be. Also, when the user selected a recall-type on the screen, it was being overridden by this default. I changed it so that the default is used only if the user hasn't made a selection Batch Change trace count for p_acq_02 from every 100 to every Batch Add call to fix_doc to b_file_98. (So, for instance, fix_doc_do_file_08 can be executed.) The tab_fix label in "BNA ". Add a "BNA " section to the bib_library $data_tab tab_fix \sear\bin\sear.exe./alephe/www_b_eng/retadm-01-include-a./alephe/unicode/ansel_lat_t o_unicode.\alephcom\bin\alephkeyu. exe Ex Libris Ltd., 2002 Page 17 of 23