QuickDOC Manual - QuickDOC Home Page

QuickDOC Manual - QuickDOC Home Page
The QuickDOC Program
(Last Rev. 10-Jun-2007)
The QuickDOC Program ................................................................................................................. 1
Download and Installation ............................................................................................................... 5
Moving QuickDOC from one machine to another ........................................................................ 5
Download QuickDOC................................................................................................................... 6
Installation .................................................................................................................................... 7
Executing the Installation Program .............................................................................................. 9
Preparing for First Use............................................................................................................... 13
Setup ............................................................................................................................................. 21
Setup Program ........................................................................................................................... 21
Getting Started with QuickDOC..................................................................................................... 24
The Splash Screen .................................................................................................................... 24
The Main Screen........................................................................................................................ 25
Menu Bar.................................................................................................................................... 25
Tool Bar...................................................................................................................................... 32
Status Bar. ................................................................................................................................. 34
QuickDOC-L List ........................................................................................................................ 34
QuickDOC and QDPortal............................................................................................................... 38
How the QuickDOC Program Interacts with QDPortal............................................................... 38
Single Lend Receipt Window ..................................................................................................... 50
Local Preferences Form ................................................................................................................ 52
General Tab Local Preferences ................................................................................................. 52
Addresses Tab Local Preferences............................................................................................. 59
DOCLINE Fields Tab Local Preferences ................................................................................... 59
Billing Prefs Tab Local Preferences........................................................................................... 64
Email Tab Local Preferences..................................................................................................... 72
Libraries ......................................................................................................................................... 73
The Libraries List ....................................................................................................................... 73
Library Information Form............................................................................................................ 74
Lend Function ................................................................................................................................ 86
Lend Information in the Database.............................................................................................. 86
Lend Grids.................................................................................................................................. 86
Borrowing Library Charges – How and when are they computed? ........................................... 89
Add Lend Item Form .................................................................................................................. 98
2.
Library Billing ............................................................................................................................... 104
Monthly Billing Overview.......................................................................................................... 104
Billing Options and Forms........................................................................................................ 105
Deleting an Invoice - Library Billing Grid.................................................................................. 122
Adding an Invoice Processing Charge to each Invoice ........................................................... 124
Fixing Library Charges Before Invoice Printing ....................................................................... 125
Changing Library Charge after Invoice or EFTS Upload not allowed...................................... 126
Payments ................................................................................................................................. 128
EFTS Activity ............................................................................................................................... 139
EFTS File Uploads................................................................................................................... 139
The Create EFTS File Form..................................................................................................... 142
The EFTS File List Form.......................................................................................................... 143
Upload EFTS File..................................................................................................................... 144
The EFTS Add Credit Form ..................................................................................................... 152
How To Setup EFTS Routing Table ........................................................................................ 155
Managing EFTS Activity Reports ............................................................................................. 157
Borrow Function........................................................................................................................... 168
Borrow Information in the Database ........................................................................................ 168
Borrow Grids ............................................................................................................................ 168
Requests Outstanding Note Field ............................................................................................ 172
Patrons reaching Maximum Free Items per Year .................................................................... 173
Lending Library Charges – How and when are they computed?............................................. 174
Local Charges – How and when are they computed?............................................................. 193
Loansome Doc Requests......................................................................................................... 194
Add Borrow Item Form............................................................................................................. 201
Patrons ........................................................................................................................................ 209
The Patrons List....................................................................................................................... 209
Patron Information Form .......................................................................................................... 211
Departments ................................................................................................................................ 234
The Depts List .......................................................................................................................... 234
Department Information Form.................................................................................................. 235
Cost Centers................................................................................................................................ 249
Add/Edit Cost Center Form...................................................................................................... 249
Global Cost Center Changes ................................................................................................... 250
Mapping One Cost Center Value to Another ........................................................................... 250
Assigning new Patron Cost Center to Backfile Records.......................................................... 251
Assigning new Dept Cost Center to All Patrons in Dept.......................................................... 251
3.
Disassociating a Cost Center from a Patron or Dept............................................................... 252
Cost Centers in the Borrow Items Grids .................................................................................. 252
Cost Centers in the Local Billing Grid ...................................................................................... 252
Local Billing.................................................................................................................................. 254
Billing Options and Forms........................................................................................................ 254
Print Local Invoices.................................................................................................................. 255
Local Billing Grid ...................................................................................................................... 281
Print Patron Invoice (in Local Billing Grid) ............................................................................... 283
Print Dept Invoice (in Local Billing Grid) .................................................................................. 284
Reprint an Invoice .................................................................................................................... 288
Deleting an Invoice - Local Billing Grid .................................................................................... 290
Rerun a batch of Local Invoices............................................................................................... 291
Changing Local Charge after Invoice not allowed ................................................................... 293
Local Billing Troubleshooting ................................................................................................... 294
Local Payments........................................................................................................................ 295
Journals ....................................................................................................................................... 308
Lookup Journal Title................................................................................................................. 308
Adding Journal Titles ............................................................................................................... 310
Journals Owned List ................................................................................................................ 314
QuickDOC Reports ...................................................................................................................... 318
Printing Reports ....................................................................................................................... 318
Borrow Reports ........................................................................................................................ 321
Lend Reports............................................................................................................................ 345
Reports after Imports ............................................................................................................... 353
Imports and Exports .................................................................................................................... 363
Imported Data .......................................................................................................................... 363
External QuickDOC.MDB Files ................................................................................................ 365
Old QDLend Tables ................................................................................................................. 367
Old QD Data (DOS Ver)........................................................................................................... 368
Batch-Importing older Requests .............................................................................................. 371
OCLC Import Function ............................................................................................................. 372
Performing OCLC Imports ....................................................................................................... 375
OCLC Borrow Imports.............................................................................................................. 389
Review OCLC Import Process ................................................................................................. 395
Export Files .............................................................................................................................. 396
Export Selected Records ......................................................................................................... 397
Uninstalling QuickDOC................................................................................................................ 401
4.
Uninstall QuickDOC ................................................................................................................. 401
QuickDOC Database ................................................................................................................... 402
QuickDOC Database Location................................................................................................. 402
QuickDOC Database Troubleshooting .................................................................................... 403
MOVED QuickDOC.MDB Databases ...................................................................................... 406
Compact & Repair Database ................................................................................................... 416
QuickDOC Database Backup .................................................................................................. 418
BorrowItems Table in QuickDOC.MDB.................................................................................... 418
BorrBibs Table in QuickDOC.MDB .......................................................................................... 422
BorrLocals Table in QuickDOC.MDB....................................................................................... 424
LendItems Table - QuickDOC.MDB......................................................................................... 427
LendBibs Table - QuickDOC.MDB .......................................................................................... 431
Holdings Table in QuickDOC.MDB.......................................................................................... 432
5.
Download and Installation
Moving QuickDOC from one machine to another
If the machine to which you’re moving doesn’t have QuickDOC installed (which is the usual case),
it’s the same as a new installation, with the following caveats:
IMPORTANT: If at all possible, update the current machine to the latest QD Version
before making the move. This will ensure that any new install on a new machine doesn’t
have to deal with an older database type when trying to locate it. If this isn’t possible, be sure
to point to the correct database location on installation, or see the Database Version is
Different section in the Database section, below
If you're using QuickDOC now, you can move just the QuickDOC.MDB database to a server
(assuming it isn’t already located there). Pick a central location that the new computer will also
see and make the move from within QuickDOC by clicking setup on the menu bar, and then
Locate QuickDOC DB. Double-click the drive and folder icons to open them until you get to
the central spot, then click the Locate Here button (this function also moves the current and
previous year’s text import backups to the central share).
This will allow you to continue saving data on the old machine right up to the end.
QuickDOC.MDB on the C: drive. If for some reason you can’t locate QuickDOC.MDB on a
server, and must keep it on your local C: drive (sometimes network vagaries make the shared
location too troublesome to continue), you must save a copy of the QuickDOC.MDB database
(and perhaps should also save copies of the two import text backup folders---always located just
beneath the database location) before taking the old machine out of commission and installing on
the new. On the very last day you use the old machine, at the end of the day copy (or move) the
following file and folders from your C: drive to a temporary storage spot on the network or burned
onto a CD or Zip Drive (the example assumes that QuickDOC was installed in the default
C:\Program Files\QuickDOC folder):
C:\ Program Files\QuickDOC\QuickDOC.MDB
C:\ Program Files\QuickDOC\QDBorrow
C:\ Program Files\QuickDOC\QDLoan
(and its subfolder \BackImp)
(and its subfolder \BackImp)
As soon as the new machine is set up, and just after you install QuickDOC on the new machine
(but before you first start it up), do the following:
1.
Copy the saved QuickDOC.MDB database into the Program Folder (usually C:\Program
Files\QuickDOC).
2.
Copy the two saved import folders (and their BackImp subfolders) to their proper position
just beneath the database folder on the new machine, which should be the same as the paths
shown above if you’ve installed QuickDOC in the default folder. These folders contain all
the raw data downloads (and their backups) from DOCLINE sessions.
You don't have to save any of the program files on the old machine. Since both programs MUST
be installed from scratch on the new machine (instructions below), there's no point in saving the
6.
old program files. Just the database (the .MDB file) and the two import folders are all that we'll
need.
Of course, if your data files (QuickDOC.MDB database and import text backup folders) are
already on the server, then you can dispense with the above. It will still make sense, though, to
make backup copies of both the server-based QuickDOC.MDB and the two import subfolders just
in case there is some unforseeable infelicity that creates havoc with the installation or initial
startup. When dealing with updates or database changes, there is no such thing as being too
cautious! Plan for the worst and you’ll only be pleasantly surprised.
Download QuickDOC
Latest instructions are always at http://nnlm.gov/quickdoc/InstallQD.html but general instructions
are as follows:
If you can take advantage of Web-based installation (some firewalls complain about it) use
the WebInstall to start the install or update.
If you get "Authentication Errors" when trying the Web-Based Install, get the complete
installation file (the filename is QDSetup.exe, and this file comprises the complete program in
a single (LARGE) download file. It actually makes for a less troubled installation in some
cases, since many firewalls don't interfere with straight downloads such as this one. It may
take a few minutes to get it, though, since it weighs in at over 25MB.
Check the file at http://nnlm.gov/quickdoc/QDFixes.htmlto see a list of infelicities made felicitous;
check under QDNew version (e.g., http://nnlm.gov/quickdoc/QDNew220.pdf) for changes and
additions to each update.
(After installation, the latest What’s New PDF is also available under Help on the QuickDOC
Menu Bar:
along with access to the QuickDOC Manual in PDF format.)
------------------------------------------------------------------------
Download the QuickDOC Executable Only
In the case of Minor upgrades only, you can download Only the QuickDOC executable to
replace your current version. This may make sense for Windows NT Installations, which often
require Administrator Accounts to perform installs. If a complete installation or update isn't
necessary, you can replace the executable on each machine running QuickDOC in the following
manner:
Save a copy of the current QuickDOC.exe.
*** ALWAYS a good idea ***
Right-click the shortcut and choose the Shortcut Tab to get the full path.
Open Windows (or NT) Explorer, drill down to the folder with QuickDOC.exe (shows in
right pane)
Right-click the QuickDOC.exe filename, choose "Copy"
Click the Backup folder in the left pane, which shows contents of the Backup folder in the
right window
7.
Right-click on any white space in the right pane (Backup folder contents) and click
"Paste" (Over-write any earlier version, should there already be a copy there.)
Download the latest version of QuickDOC.exe, and
Save it to the same folder as the original QuickDOC.exe (overwriting the current version),
or save it to an easily located folder and then copy and paste it over the current version.
This method only works for updates where only the exe file has been changed. When in
doubt, it always makes sense to do either the Web-Based installation or the Full Installation
instead.
-----------------------------------------------------------------------When you're asked where to save the downloaded installation file (QDSetup.exe or
QD2x.exe), you can save it anywhere, but make sure it's easy to find when you're finished
(the desktop is often a good choice). If more than one computer will be running QuickDOC, it
makes sense either to save it directly to a server which is accessible by all, or to download to
somewhere easy to find on the C: Drive (like the Desktop) and then copy it to the network
share.
[As always, this download is made possible by the great people at NNLM/PNR (thanks
especially to Michael Boer at the RML for great support on the server side)].
Once the file is saved, close down your browser and exit any other programs that
might be running. If the install program is checking for files it needs to update and one of
these is open, you'll have to do a reboot of the computer to continue on, so the fewer files
open the better.
Find the downloaded file on the Desktop, or in the Temp Directory (or wherever you put it)
and either move it to a central Server folder, most likely the one where you intend to keep the
central QuickDOC database, if you want to run the installation or update on a number of
machines attached to the server, using the central QuickDOC.MDB database. If you're
installing on this one machine only, just install from there.
Installation
Each machine that will be running QuickDOC will need to run the Install.
Even though the data files will be saved on a server, the program itself will be installed and
running on a local machine, and that machine MUST have certain files installed and available
locally. You'll be choosing a local C: Drive folder first (usually QuickDOC under the Program
Files folder, unless you intend to put the data files on a NetWare server which doesn't support
long filenames---if that's the case, then you'll want to choose the shortest possible file paths
for BOTH the program and the database: use C:\QuickDOC for the program; and something
like F:\Apps\QuickDOC for the database files).
Rights to Install
Whatever you decide about the location of the Program files and the Database, if you're
doing an initial install (or an upgrade that requires installation of additional support files--something other than just the overwrite of QuickDOC.exe, as outlined in the instructions for
"Minor" upgrades, above), you'll need Admin rights, in most cases, if you're installing on
WinNT 4.x or greater.
Permissions in folders used by QuickDOC
Beyond the need for Administrative rights for installations, you’ll also need someone with
Admin rights on that machine to be sure that all QuickDOC/QDPortal users have rights in the
following folders:
1. The central QuickDOC.MDB folder (and subfolders);
8.
2. The QuickDOC and QDPortal program folders (and subfolders);
3. The C:\QDBorrow folder (and subfolders) on each machine;
4. The C:\QDLoan folder (and subfolders) on each machine
Whatever you decide about the location of the Program files and the Database, if you're
doing an initial install (or an upgrade that requires installation of additional support files--something other than just the overwrite of QuickDOC.exe, as outlined in the instructions
Memory Requirements – 64MB+ RAM Memory Installed
QuickDOC may run with 32MB RAM memory, but 64MB RAM is the practical minimum, and
the best environment will have 128MB available for forms and current data.
Operating System Requirements
QuickDOC will run on any 32-bit Windows system, but there are some caveats based on
known Win32 OS limitations:
Win95: Versions earlier than 4.00.95b may have some problems.
WinNT: QuickDOC will not load if the NT Service Pack 5 or greater is not loaded.
Internet Explorer Version Requirements – IE6 or greater
QuickDOC (or QDPortal in versions where the Web Browser is outside of the Main Program,
which is the case in anything less than QuickDOC 2.0) must use Internet Explorer Version 6.x
or greater.
MDAC (Microsoft Data Access Components) Requirements
QuickDOC requires MDAC 2.7 Refresh (installed with WinXP and later) and may therefore
need an MDAC installation on first install or update. Once MDAC 2.7 is installed, it can’t be
uninstalled, and the operating system will continue with that version whether QuickDOC is
uninstalled or not. Windows XP SP2 uses MDAC 2.8, so users with XP Service Pack 2 won’t
see any new MDAC components installed.
Information on MDAC versions is at:
http://msdn.microsoft.com/data/downloads/updates/default.aspx
This site also provides a download of the Component Checker program (on page
http://msdn.microsoft.com/data/mdac/downloads/default.aspx as of 3/2006), which does an
analysis of your current MDAC installation and can be used to diagnose errors in the
installation. As described at the Microsoft web site:
The Component Checker tool is designed to help you determine installed version
information and diagnose installation issues with the Microsoft Data Access
Components (MDAC). Component Checker runs on the following operating
systems: Windows 98, Windows NT 4.0, Windows 2000 and Windows XP.
MDAC is installed with numerous Microsoft products and also can be redistributed
using the redistribution program (mdac_typ.exe) accessible through the links on
the rest of this page.
Component Checker is a customizable tool that performs the following tasks:
•
Identifies the current MDAC installation on a computer.
9.
•
Creates a series of reports about the files identified for the current MDAC
installation.
•
This version of the Component Checker has a dependency on MSXML2.dll.
Users who do not have this dll on their machine will be prompted to visit
www.microsoft.com/downloads to install MSXML 3.0 SP4 on their
machines.
Executing the Installation Program
Once you've decided where your QuickDOC folders will be located, find the QDSetup.exe (or
QD21.exe for Web-Based installs) file (either on your Desktop, or in your default Download folder,
or at the central network folder where you saved or moved it) and execute it (a double-click will do
it). The Wise Installation Program will begin.
[In the event that your browser saves the file to some unknown destination, you can find
the downloaded file by opening up Windows Explorer -- Start Button - Programs Windows Explorer -- clicking once on the C: Drive if it's not already highlighted; then click
"Tools" at the top, and "Find File" <filename>. (The Filename is QDSetup.exe.) Once
you've found it, double-click on it to begin.]
Long Filenames.
If you’re storing the QuickDOC.MDB database on a server, and it’s a NetWare server, make
sure it can handle Long Filenames. This isn’t a concern with NT Servers, or Windows
versions after NT 3.5.
Otherwise, every attempt has been made to make to permit the QuickDOC.MDB database to
function on a Long-Filename-Challenged server, but no guarantees are possible. Better to
use an NT Server or greater, or to store the QuickDOC.MDB database locally, if only one
machine will be using it, in the Program (C:\Program Files\QuickDOC) Folder.
QuickDOC.MDB on a Server
If you're not concerned with the long filenames problem (you're using NT or a version of
NetWare with the proper patch), you can take the long view and establish the
QuickDOC.MDB database on a central server. This is usually the best approach.
Advantages here are obvious: regular backups; easy installations on new workstations; etc.
QuickDOC Program Files Installation
Put the QuickDOC Program in its own folder under "Program Files" (this should be the default
anyway, unless you've already downloaded it and placed it someplace else). Make the
backup folder when asked. If you ever need to uninstall QuickDOC, you can do so in the
Control Panel - Add/Remove Programs, and any system files updated in the installation will
be returned to their older versions (it won't delete any database files, though, just in case you
find you really do want that data back).
MDAC
Because this installation also installs the latest Microsoft Data Access Components, unless
you happen to be running Windows XP, or you've installed MDAC for some other reason,
you'll notice that you're prompted to reboot once the MDAC files are installed. This upgrade
must be completed and Registry files updated, before any other files are installed, so you'll
10.
probably have to reboot at least twice during the first installation, although this will only
happen the first time.
Installation Steps
1st Step: Download the Update File.
The latest QD Update Information is always in the QuickDOC Upgrade
document: Links for Update Files are always at this address.
http://nnlm.gov/quickdoc/InstallQD.html
QuickDOC Full (NoWeb) Install
Click on the complete installation file link (or the one to the left, if it’s highlighted) to install the
upgrade (or new version) from one download. Save the QDSetup.exe file to a central source (if
there are multiple machines using QD, run the QDSetup.exe from EACH machine to be sure that
all files on the local machine are properly updated) or to the Desktop (or other easily located
folder, so you can be sure to find it when you need it!) on each machine where you want to run
the upgrade (or install).
QuickDOC Web-based Install
Click on the Web Install File (QD21.exe) at http://nnlm.gov/quickdoc/QDManual/QD21.exe.
Instead of the full Local Install (QDSetup.exe) and Save it to the Desktop. The best place for
either the Web Install file (QD2x.exe) or the full Install file (QDSetup.exe) is the Desktop.
2nd Step: Run the Installation Program.
Click on either the QDSetup.exe (Full download) or QD2x.exe (Web-based install) to begin
running the Installation Program. You can mostly take the defaults on each screen, but pay
particular attention to the “Destination Folder” you are offered at the beginning of the install:
11.
Always make sure that the Destination Folder show on this screen is the folder where you
want the program to be located. The default program folder on first installation will be the
C:\Program Files\QuickDOC folder pictured above.
Watch the Destination Folder on Updates, especially, to make sure that update installations
are going to the same folder that the original installation was lodged in. It doesn’t happen
often, but occasionally the Install Program may get confused if an earlier installation was
made on a different Drive. A common indication of this confusion is when the executable
filename, QuickDOC.exe is somehow substituted for the folder name (sometimes you’ll see
an \UNWISE.EXE appended at the end, for some reason; this is also a non-starter and needs
to be fixed). This setup will obviously cause an error and must be fixed. Use the Installation
Program’s Browse Button to Select Destination Directory.
12.
As you can see above, QuickDOC.exe is not a likely folder name. You can edit this item
directly, by clicking at the end of that top line and backspacing over everything back to the C
at the end of QuickDOC. The box will now look like this:
Click Ok and proceed with the rest of the Install. The other defaults rarely cause any
trouble, so it’s best to click Next until the installation is complete. Depending upon the
machine and Operating system, the process of “Updating System Components” may
take some time, so be patient and allow the process to be completed.
When the install is finished, you will probably be prompted to reboot again, depending
upon whether files needed to be updated
Installing on Machines without a C: Drive.
QuickDOC will check at startup to see whether the machine on which it is running has a C: drive
(QDPortal will do the same). If the C: drive exists, all is as before: items are saved and imported
from either C:\QDBorrow or C:\QDLoan. If no C: Drive exists, however, QuickDOC will use the
13.
QDBorrow and QDLoan folders located just beneath the folder where the QuickDOC.MDB
database is located to save and import DOCLINE transactions.
Because these are, by definition, shared folders, there exists an increased possibility of collisions
(e.g., someone on one machine trying to save DOCLINE data in a QDPBData.txt file while
someone on another machine is attempting to import data into QuickDOC from an earlier
QDPortal session that will have saved Borrow data into that same file). For the time being, then,
if you are operating in such an environment (i.e., no C: drive; everything on the network), you’ll
want to take steps to ensure that no one is running a QDPortal DOCLINE session while someone
else is doing an Import QDPortal in QuickDOC.
Once QDPortal is integrated into QuickDOC, of course, these interim import text files will be of
only transitory duration, and the likelihood of collisions will be miniscule. Until then, however, if
you have no C: drive it will be important that you manage DOCLINE activity and importing to be
sure that they don’t conflict.
Meantime, I still recommend the traditional setup: QuickDOC and QDPortal installed on the C:
drive (in C:\Program Files\QuickDOC and C:\Program Files\QDPortal, respectively), with the
QuickDOC.MDB database located on a central network share, so that the data, which resides
almost exclusively in the database, is backed up regularly and is protected from any problems
that may be experienced by the C: drive of any machine running QuickDOC. If the C: drive fails,
it’s easy to get a new one and re-install QuickDOC (pointing the new installation at the alreadyexisting QuickDOC.MDB on the network); but if the database is also on that C: drive, then we’re
looking at various recovery procedures that are much more expensive and often unsuccessful.
Preparing for First Use
You'll now see a new QuickDOC Shortcut on the Desktop. It's time to decide where the
QuickDOC.MDB Database will be located.
Locate the QuickDOC.MDB Database
5. In general, if you think that more than one computer will be using the files, it's best
to locate the data files on a network drive. Make sure that all potential users have all
rights, including Create, Delete and Modify Files, Folders and subdirectories in the folder
you choose.
6. If only this machine will be running QuickDOC, the database will be located, by
default, in same folder where the QuickDOC.exe file is located. You can always change
the location later using the Locate QuickDOC DB choice under Setup on the
QuickDOC Menu Bar.
7. The Locate QuickDOC DB choice leads to the QuickDOC.MDB Database Operations
Form, which is used to move the QuickDOC.MDB database, as well as to identify the
location on first installation (see below).
14.
Setup QuickDOC.MDB Database on first Installation
The first time you start up QuickDOC, you'll first be asked to determine your database location.
This will also occur the first time each new user or machine performs the install, though in those
cases, it's just a matter of pointing to an existing database rather than deciding where it goes in
the first place.
The Message Box will inform you that:
1. If you’ve already set up a db on a server, you can search for it;
2. If this is a 1st installation, you can choose a server location or stay local;
3. The default will be the folder where the program has been installed.
Hit any key, or click the OK button, and you'll get a chance to select the database location, using
the familiar Windows Drive and Directory List Boxes. If you already have a central database
location, then use the List Boxes to point to the site of the database for this installation. This will
ensure that all machines are saving data to the same database.
15.
The form will open with the default C:\Program Files\QuickDOC\QuickDOC.MDB location, as
is the case above. The Locate Here Button will be enabled, so if you’re satisfied with the default
location, just click Locate Here and then Exit. If you want to locate it at a previously created
central server location, click the arrow to the right of the c: in the Drive Box, above, to expose the
list, then double-click the Drive icon next to the letter you want. This will expose the list of folders
for that Drive in the Directory Box to the right. Open the necessary folders to drill down to the
one you want by double-clicking on the folder icon until it opens. If you’re installing on a second
machine on the network, when you’ve opened the folder where you want to locate the
database, you’ll see “FOUND ONE HERE” in the yellow box, indicating that a QuickDOC.MDB
database already exists.
When searching for the central data file, each time you double-click on a folder where a
QuickDOC.MDB file exists, a message will appear stating that a QuickDOC.MDB file was FOUND
HERE, along with the file information: File Size; Last Accessed, etc., and the “Locate Here”
button will be enabled.
If this is the first locate operation, just click Locate Here when you’ve found the proper folder and
then Exit.
The Database is an Access 2000 style database called QuickDOC.MDB. Although you don’t
need Access 2000 installed on your machine, if it is installed it can be used to format your own
local reports, etc. If you want to work with the database tables directly, it’s usually wise to work
on a copy of the database rather than the real thing.
QuickDOC Updates: Be sure no one else is using the db during an update!
After installing any QuickDOC Update, the first time you start up the program it will check to see
whether this update makes any change to the database structure, or does any batch updating of
database records (most updates do one or both). If so, it will go ahead and make the changes to
the database. This only occurs on the first machine to start up with the latest update, since any
machines updated after that one will, of course, note that the changes have already been made
to the shared database and move on accordingly.
To prevent damage to the QuickDOC.MDB database during ANY update, it is always good
practice to be sure that the machine being updated (and starting up just after the
installation process is complete) is the only one logged in to the database at that time.
During the update process, the program will check before beginning the database update and let
you know if more than one current user is logged in:
16.
In the case above there are two users currently logged in. Because all users currently have the
UserName Admin, only the machine name is useful in identifying who else may be logged in. In
the case above, since I know that I am using the machine with the ComputerName HPPAV, I
should check to see who is using the machine THINKPAD and ask them to log out of QuickDOC
before proceeding.
In some cases, particularly where the second user never properly logged out of QuickDOC (say
the machine froze up, for whatever reason, and the user never bothered to log in and out of
QuickDOC after rebooting), you may see a second user listed even though they are not actually
logged in at the moment. In such a case you may safely continue on, but it’s always smart to
check first and be sure that there is no other user currently reading and writing to the database, to
minimize the chance of database corruption.
Memory Problems on machines with less than 64MB RAM
Because there are some forms with a large number of controls, boxes and other data, computers
with only the minimal 32MB of memory will probably have problems during the course of
operation. To be safe at least 64MB of RAM should be installed; 128MB will improve
performance that much more. On the QuickDOC Splash Screen at Startup there will be a
notice of Memory Resources Available. If those resources are at the low end, a more elaborate
notice is given:
17.
If you see a message like the above on startup, then it’s time to think about installing a memory
upgrade. You’ll avoid problems and also experience a marked increase in performance.
Database Installation Troubleshooting
Problem Opening Version Table
When you see "Problem Opening Version Table" as QuickDOC starts up, in most cases it
means that the database isn't being found where the program thinks it should be (it can also
occur if someone has locked down the database for some maintenance operation, but this will
rarely be the case, and if it happens just after downloading an update, then it's probably a
location problem).
Each machine running QuickDOC keeps track of where the database is located by checking for a
file called MyLibraries.txt, which should be located in the QuickDOC Program folder on the
machine where it is being run (a backup copy of the last location accessed is also kept in the
Registry). The MyLibraries.txt file shows the information in the following comma-delimited format
(“LIBID”,”Path to DB”), as in the following example:
"MAUBET","S:\Medical Library\QuickDOC\QuickDOC.MDB"
If it doesn't find the db there, it next looks in the program folder (typically, C:\Program
Files\QuickDOC) to see if it's there.
18.
If it finds one there, it will go ahead and use that one, but if not, you'll get that error. In general,
this could occur if the database was moved outside of QuickDOC (rather than with the "Locate
QuickDOC DB" form) and consequently the Registry entry no longer pointed to the correct
location.
Try this as a way to recover. First, close out of QuickDOC and use Windows Explorer (or NT
Explorer) to check whether the QuickDOC.MDB database file is in the folder you expect it to be in
(the recommendation is either the QuickDOC Program folder, if you're using only one machine or
some file server location if you're using more than one). If it is, and if the size of the file is greater
than 4720K or so and it was recently accessed, then it's probably the one.
Check for a MyLibraries.txt file in the QuickDOC Program folder. If it doesn’t point where you
think it should, delete that file.
Check the Database Registry Entry to see what the last location entered there was:
1. Click the Start Button, then "Run."
2. Type: regedit in the run box and click OK.
3. When the Registry Editor comes up, click the + sign next to the following:
HKEY_CURRENT_USER, then
Software, then
VB and VBA Programs, then
QuickDOC
4. Under QuickDOC, you'll see a Database folder; click once and its values will show up
in the right pane. The path next to "Location" is where the program last found the
db. If this is the correct location, just leave it alone; QuickDOC will pick it up on
the next startup and use it to re-write the MyLibraries.txt file.
If this Registry location also isn’t correct, delete the entire “Database” key, so that QuickDOC sets
up the location anew. Right-click on the Database folder icon and choose "Delete this Key."
Once the key is deleted, choose Registry from the menu bar, then Exit.
When next you start up QuickDOC, it should announce that you'll need to identify the Database
location, etc. If you're not brought directly to the "Database Operations" window, then...
Locate the DB Again
Click "Setup" on the menu bar, then "Locate QuickDOC DB." Find the Drive and directory
where you want the db to be located by clicking on the proper drive in the drive box, then doubleclicking on folder icons until the one you want is highlighted in the directory list box. Click the
Locate Here button and wait until the Exit button is highlighted (will happen nearly at once if
there's no QuickDOC.MDB in the location already). Click Exit, then exit all the way out of QD
and come right back in (just to be sure the Registry is rewritten).
Use the same Setup and Locate QuickDOC DB choices on each machine to make sure that all
machines are pointing to the same database. Current database location is displayed on the
Status Bar of the main blue QuickDOC screen (unless it's hidden by the Task Bar) and also in
the yellow box that displays in the middle of the "QuickDOC.MDB Database Operations" form
when it first appears (after Setup - Locate QuickDOC DB choices).
This is a bit complicated, but will get the job done. Once the db is established, don't move it
except by using the form mentioned above.
19.
Windows NT Workstation Installations:
Thanks to Anne Comeaux at UTHSC San Antonio posted a message on QuickDOC-L regarding
NT4.0 Installs for QDPortal. This also applies to QuickDOC (just substitute QuickDOC for
QDPortal, below):
We also have NT 4.0. I received the [DLL in Use; Reboot Message], but, in my case, the
computer did not automatically reboot as I canceled the install. I had to log in with an NT
Administrative account and install the portal program in that way. I then set the NT permissions
for the desktop QDPortal shortcut to allow access for the users in our ILL department, giving each
of them full control. I then copied the shortcut from the desktop to the C:\winnt\profiles\all
users\desktop and C:\winnt\profiles\all users\start menu folders. Now, the users I gave
permission to use the QDPortal shortcut can log in as themselves and use the program. Each
user has to setup the login, password, LIBID, and address once the first time they click the
QDPortal shortcut.
I hope this helps. If you do not have administrator privileges for your Windows NT network you
may have to get help from someone who does.
This situation occurs only when NT Security is set up to restrict the ability of individual users to
access certain areas of their own machines. Only a user with Admin privileges can perform
installs or access certain parts of the Registry. Also, certain values are kept in the Registry
under the "Current User" Key, so each user may have to log in once to write values to his or her
username. If you are doing an Update, not an original Install, and are brought to a blank Setup
Screen right after starting up QuickDOC, then check to be sure you’re logging in under the same
username as the previous setup. Have a look at the Registry Settings under your username as
described under Problem Opening Version Table, above.
Registry Settings Made by QuickDOC
The following Registry Settings are made by QuickDOC, on first startup in some cases, and as
needed in others. All the settings are in
HKEY_CURRENT_USER\Software\VB and VBA Program Settings\QuickDOC
QuickDOC Registry Keys:
\Database\DataSource - holds the full DataSource name for ADO Connection String
\Database\Location
- holds the full path to the last QuickDOC.MDB database used
\Database\Provider
- holds the full Provider name for ADO Connection String
\Database\ProviderString
\Database\Security
- equals “Jet” for MS Access 2000
- holds the full Security setting for ADO Connection String
[most of the entries under …\Identity are now backups of primary data kept in the tblLocals Table
of the QuickDOC.MDB database.]
\Initialization\ErrorLog
- identifies type of errors being logged (full or abbreviated)
\Initialization\Initialized
- set to “true” after first running
\Initialization\OldDOSDir
- identifies old DOS QD Directory, if any.
\NLM\DOCLINE_HTTP
- DOCLINE URL
\NLM\LIBID
- LIBID of this Library, backup of tblLocals value.
\NLM\Password
- DOCLINE Login Password, backup of tblLocals value.
\NLM\UserID
- DOCLINE Login User ID, backup of tblLocals value.
\Settings
- holds the last settings of the Main Program Form to restore
20.
\Version\CurrentVer
- holds the current version of QD to compare with DB version.
Installing on NetWare 3.12 or other "long filename challenged" servers
As mentioned above, if you're using a version of NetWare that doesn't support long filenames
(you'll know if you ever tried to install a Windows Program on the Server, probably, if you are),
you may run into trouble, even if you keep all your files on the C: drive (which will happen if you
install from a QDSetup.exe that happens to be on the network). If this is the case, use the
shortest possible file paths. We've been successful with C:\QuickDOC for the Program Files and
F:\Apps\QuickDOC for the DB files.
Running Multiple QuickDOC.MDB Databases from One Location
We are two hospitals in a system network. We have a QD subscription at each library. Our IS
department would like to set up QD on the network with two folders, one for [Library A] and one
for [Library B]. They then would like to have both available on the pc's at each site so if someone
is sick or on vacation the other library could pull requests etc..
It is important for us to maintain both copies of QD for statistics and funding. Is there anyway this
can be done?
I'm planning to make this kind of setup easier at some point (probably version 2.2.0), but for now
it's a bit difficult to do both libraries on one machine.
Latest Changes PDF file
A PDF document detailing the latest changes made from the previous QuickDOC version is
always available from the QuickDOC Menu Bar, under Help.
The QuickDOC Latest Changes document is at C:\Program Files\QuickDOC\QDLatest.pdf.
21.
Setup
Setup Program
After locating the database files, on your first running of the QuickDOC Program you'll be brought
immediately to the General Setup Screen. (If you ever need to change any information later,
just choose "General Setup" under the "Setup" Choice on the Menu Bar.)
General Setup
General Data values are entered on the Setup form. Help for data entry is in the Blue box at the
bottom of the form.
Press <ENTER> or <TAB> to move from question to question. Click the Finished button when
data entry is completed. The first group of boxes may already be filled in if you've been using
QDPortal. Questions are as follows:
Enter your DOCLINE Userid in the first box. It's usually something like the one above, three
letters and two numbers.
Enter your DOCLINE password.
You New DOCLINE LIBID is usually in the format State/Province (2 letters), Country (1 letter),
SERHOLD ID (3 letters), e.g., MAUBET (Beth Israel Deaconess) or ONCCIS (CISTI).
22.
The Default for # Days box is to have the QDPortal program calculate a Default NNA date,
which can then be applied to any request by clicking on the NNA Date button. (Not available for
IE4.)
The current DOCLINE HTTP address is the default. Preferred default value is now:
wwwcf.nlm.nih.gov/docline/index.cfm
You can change the string here should the value change in the future.
The Default Routing Prefix is for libraries that commonly prefix most or many of their requests to
a single partner. Enter that library's LIBID here, and then click the RP Button in QDPortal when
you want to add this default Routing Prefix. (Not available for IE4.)
Institution Name, etc., are fairly straightforward.
Default Charge for Import From QDPortal. Enter here your typical charge for the Items that will
be automatically imported from the files that were saved (and will continue to be saved) in
QDPortal. Choose the most common charge, to minimize editing later (which can be done
globally, once the files are imported, to speed the process).
All filled requests will be assigned this charge in the initial import process. Later, you can assign
a charge for each Borrower, and that charge will be applied to forthcoming imports, rather than
the default charge. In the final QD4Win there are Charge Profiles that will dynamically assign
charges, depending upon a variety of factors.
If you normally don't charge, enter 0.00 here. It will then be fairly easy to search by Library for
those you do charge and globally change the charge to your current fee.
Locate QuickDOC.MDB
If you’re installing on a second machine on the network, use the Drive box to find the Network
location, and then the Directory box to locate the centralized QuickDOC.MDB file. When
searching for the central data file, each time you double-click on a folder where a
QuickDOC.MDB file exists, a message will appear stating that a QuickDOC.MDB file was
FOUND HERE, along with the file information: File Size; Last Accessed, etc., and the “Locate
Here” button will be enabled.
23.
Database Version is Different
When performing an installation on a new machine with an updated version that is greater than
the current Database Version, and if, for whatever reason, you don’t get a chance to point to
the correct database at the time of installation, you’ll get a message box with the warning
Database Version is Different when you try to move it to the desired location.
If this occurs, follow the instructions in the message box, which will, in effect, first move the data
from the database with the earlier version notation to the current (generally minimal) installation
database, and then clear a space on the server where you can move it (newly updated) back to
where it was.
Steps are:
1. Use the File Menu, Import choice to choose External QuickDOC Data, and click on
the folder with the old version database.
2. When you’ve found it, click Import Now. This moves the old data to the new
database format.
3. Use Windows Explorer to delete (or rename, just to be safe) the old
QuickDOC.MDB.
4. Use the Setup Menu, Locate QuickDOC DB, to move the database location once
again to the desired central location. Since there won’t now be a file to update, this
operation will be very quick and the database should now show in the Status Bar in
the new location.
This situation can be prevented by using this strategy: First update all computers currently
running QuickDOC before installing any newer version on a new computer.
24.
Getting Started with QuickDOC
The Splash Screen
Each time you start the QuickDOC Program, you see the Splash Screen display while the
program is being loaded and various database tables are being checked.
RAM Memory Requirements
As illustrated above, insufficient RAM memory is anything under 32MB. A setup under those
conditions will undoubtedly cause problems, including the inability of some QuickDOC forms to
load into memory. You’ll get an error message when the form tries to load, and the program will
be non-functional in any real sense of the word.
If your display shows the bare minimum RAM memory of 32MB, you’ll also get the message
above. In your case, you’ll probably be able to load all the forms, etc., but because Windows will
be doing a lot of swapping between disk memory and RAM memory, program execution will likely
be slow. You’ll find a memory upgrade to 128MB RAM will make your day run much smoother.
25.
The minimum RAM memory for proper program execution is 64MB; the recommended RAM
memory for best performance is 128MB or greater.
Disk Space Requirements
The QuickDOC.MDB database will grow or shrink based on your level of activity (it can be
compressed periodically using Access 2000’s Compress Utility) but it will be wise to set aside
25MB for database expansion. The database is usually kept on a server so that it can be backed
up periodically, although it can also be kept on the local machine, in the same folder as the
program files.
The QuickDOC Program files should be installed on each machine and, with the Help file and
other PDF documentation, you will probably need from 50MB to 100MB of free disk space.
The Main Screen
The Main (Blue) screen contains the work area along with the Menu Bar, Tool Bar buttons and
Status Bar.
Menu Bar.
The Menu bar provides access to all of the program’s forms and activities. Even the forms
normally accessed by clicking a button on the Tool Bar are also accessible through a menu
choice. Choices are:
File Menu Choices
Close File
(Used when editing EFTS File Uploads, etc.)
26.
Save File
(Used when editing EFTS File Uploads, etc.)
Import
(Shows Import submenu --- See Imports and Exports)
Export
(Shows Export submenu --- See Imports and Exports)
PageSetup
(Used To Setup the Printer for Grid Forms)
ResetPrinter
(To Reset the Printer after printer change)
Print Preview (To Preview Print jobs on Grid Forms)
Print
(Used To Print the current job)
Exit QuickDOC (Exit the program)
Edit Menu Choices
Undo Delete
(Not currently implemented)
Cut
(Cut selected text)
Copy
(Copy selected text)
Paste
(Paste text copied to Clipboard)
Setup Menu Choices
Setup Form
(The Setup Program form)
Locate QuickDOC DB
(Find or Move the Database)
Set Local Preferences
(Setup for Local Options)
Edit Library Charge Profiles
(Library Charge profiles)
Edit Local Charge Profiles
(Patron/Dept Charge profiles)
Add New Menu Choices
Borrow
(Add a Borrowed Item)
Lend
(Add a Lend Item)
Dept
(Add a Department)
Journal Title
(Add a Journal Title)
Lend Credit
(Credits for EFTS items Uploaded in error)
Patron
(Add a Patron)
Lookup Menu Choices
Depts
(Shows the Departments List)
Items Borrowed
(Shows the Borrow Items Grid)
Items Loaned (Shows the Lend Items Grid)
Journal Title
(Shows the Edit Journals Form)
Libraries
(Shows the Libraries List)
Patrons
(Shows the Patrons List)
27.
Billing, EFTS Menu Choices
Make New EFTS File
(Creates a new EFTS Upload file)
Open Existing EFTS File
(Shows a list of files on disk)
Invoices, Print
(Print a batch of Invoices)
Trial Invoices, Print
(Print a Trial batch)
Invoices Outstanding (List of unpaid Invoices)
Payments
(Shows the Library Payments form)
Payments as Borrower
(Shows the Payments to Lenders form)
Local Billing Menu Choices
Print Patron Bills
(Prints Invoices by Patron Charge)
Print Patron Copy Service Bills
(Prints Patron Copy Service Invoices)
Patron Trial Invoices (Prints a Trial batch)
Patron Invoices Outstanding (List of outstanding Patron Invoices)
Print Dept Bills
(Prints Invoices by Dept Charge)
Print Dept Copy Service Bills (Prints Dept Copy Service Invoices)
Dept Trial Invoices
(Prints a Trial batch)
Print Cost Center Report
(Prints Cost Center Invoice)
Copy Service Cost Center Report
Dept Invoices Outstanding
Payments
(Prints Copy Service Cost Ctr Invoices)
(List of outstanding Dept Invoices)
(Shows the Local Payments form)
Reports Menu Choices
Borrowed Items
(Shows the form for Borrow Reports)
Loaned Items
(Shows the form for Lend Reports)
Utilities Menu Choices
Borrow Log Files
(Lists QDPortal Borrow Import Log files)
Loan Log Files
(Lists QDPortal Loan Import Log files)
Orphan Update List
(Shows when Lend Updates not found)
ResetPrinter
(Used To Reset the Printer after printer change)
Window Menu Choices
Tile Horizontally
(Tile more than 1 child window)
Tile Vertically
(Tile more than 1 child window)
Cascade
Arrange Icons
(Arrange open windows in cascade)
(Not used at present)
28.
Help Menu Choices
About QuickDOC
(Shows version and system information)
If you click About QuickDOC from the Help menu you’ll see a form with information about the
current version of QuickDOC, as well as a button to provide access to information about your
current system information.
The version number is in bold, just under the program name. System information is available
with the System Info Button, which displays system information from Windows. This information
is retrieved in a variety of ways, depending upon your operating system (in most cases it will run
a file called MSInfo32.exe, which is the Microsoft System Information program). On some
systems this program may take a considerable amount of time to gather up all the information
from your system, so it’s not something you’ll want to run very often.
QuickDOC Help
(QD documentation & Help screens)
The QuickDOC Help choice on the Help menu exposes the QuickDOC.hlp file, which is a typical
Windows Help System. You’ll first get the blank Help window, from which choices can be made:
In most cases you’ll choose the Help Contents button, which will show the Help Contents
Menu, which will look something like this:
29.
The Index and Find Tabs lead to typical search-by-word Help utilities. Double-click any of the
Book Icons to open that book and expose any topics contained therein.
You can Print a Help Topic by clicking the Print button (clicking Print above would print the entire
“Download and Installation” topic). In most cases, rather than printing an entire topic, you can
print a section at a time by highlighting that section before clicking the Print button.
There are also Index and Find choices for searching the Help File.
30.
The Help Index button will show the Help Major Topics List, which looks something like the
above:
31.
Clicking the Help Find Button will, after generating the database on the first time you choose it,
display a list of keywords with the Index Headings under which they are found, as above.
QD Manual (PDF)
(Loads the QuickDOC Manual in Adobe Acrobat Reader)
This choice allows access from within the program to the complete QuickDOC Manual in PDF
format. Clicking this choice will launch Adobe Acrobat Reader (if you have the program present
on that machine) and load the QuickDOC.pdf file.
Although the regular QuickDOC Help file (also available from the Help Menu) contains most of
the same information in a Windows Help format, opening the PDF version of the Manual may be
useful for printing a selection of pages, or for reading a section continuously, rather than in
separate Help file screens.
If the QuickDOC.pdf file doesn’t exist in your QuickDOC Program folder then this selection will be
grayed out.
Latest Version Info (PDF)
(Loads the What’s New file in Adobe Acrobat Reader)
This choice allows access from within the program to the “What’s New?” file describing changes
and additions in the latest program update. Clicking this choice will launch Adobe Acrobat
Reader (if you have the program present on that machine) and load the QDLatest.pdf file.
It’s always a good idea for each Library Staff member to use this choice upon first starting up
QuickDOC after each update to get a general idea of what the latest changes, fixes and
enhancements might be. Printing the entire document, or at least the sections of the document
32.
describing changes germane to your operation, is recommended as an aid to becoming familiar
with the latest version.
If the QDLatest.pdf file doesn’t exist in your QuickDOC Program folder then this selection will be
grayed out.
Tool Bar.
The buttons on the QuickDOC Tool Bar provide access to the most used of the program’s forms
and activities. There are Tool Bar buttons for the following:
Import QDPortal
Clicking this button will import any Lend or Borrow activity that was recorded from your last
DOCLINE session. If, for some reason, you just want to import Lend activity and not Borrow, you
can choose one or the other from the File Menu under Import. If this button is enabled (not grayed
out), then you know that there are some items to import. Just click to begin import. See also
QuickDOC and QDPortal
Since the Import QDPortal Button is enabled only after a check for import files is made
during Startup and whenever QuickDOC is minimized and restored, if the button is disabled,
you can force it to check again for import files by minimizing QuickDOC and immediately restoring
the program from the Taskbar.
Borrow
Clicking this button will bring up the Borrow Grids, which include Requests Outstanding and
Borrow Item Backfile. Always check which one you may be using, since these Grids display
different items and will obviously have an effect on whether or not an item you are searching for is
available to be displayed on that Grid. The name of the Grid is displayed in the blue bar at the
top and is always either Requests Outstanding or Borrow Item Backfile. The first time you open a
Borrow Grid in any QuickDOC session, it will default to the Requests Outstanding Grid;
thereafter, the default will be the Borrow Items Backfile. There is a white toggle button just
under the title line that you can use to toggle back and forth between the two Grids. Go To
Outstanding Only will move you from the Borrow Item Backfile to the Requests Outstanding
Grid. Go to ALL Borrowed Items will move you from the Requests Outstanding Grid to the
Borrow Item Backfile. The Requests Outstanding Grid will generally populate itself upon display,
but if it doesn’t just click the Search button or press Enter in the white Search Box to fill the Grid
with Items Outstanding. You can also get to these Grids by using the Lookup menu on the Menu
Bar, and choosing Items Borrowed. See also Borrow Functions.
33.
Lend
Clicking this button will bring up the Lend Grids, which include Items Received and Lend Item
Backfile. Always check which one you may be using, since these Grids display different items
and will obviously have an effect on whether or not an item you are searching for is available to
be displayed on that Grid. The name of the Grid is displayed in the blue bar at the top and is
always either Items Received or Lend Item Backfile. The first time you open a Lend Grid in any
QuickDOC session, it will default to the Items Received Grid; thereafter, the default will be the
Lend Items Backfile. There is a white toggle button just under the title line that you can use to
toggle back and forth between the two Grids. Go To Received Only will move you from the Lend
Item Backfile to the Items Received. Go to ALL Lend Items will move you from the Items
Received Grid to the Lend Item Backfile. The Items Received Grid will generally populate itself
upon display, but if it doesn’t just click the Search button or press Enter in the white Search Box
to fill the Grid with Items Received. You can also get to these Grids by using the Lookup menu
on the Menu Bar, and choosing Items Loaned. See also Lend Function for more information.
Add Borrow
This button brings up the Add Borrow Form, which is used to add non-DOCLINE Borrowed
Items to the database. It can also be used to add manually any DOCLINE item that wasn’t, for
whatever reason, properly saved from a DOCLINE session.
Add Lend
This button brings up the Add Lend Form, which is used to add non-DOCLINE Loaned Items to
the database. It can also be used to add manually any DOCLINE item that wasn’t, for whatever
reason, properly saved from a DOCLINE session. See Add New Lend Item for more
information.
Local Billing
This button brings up the Local Billing Grid, which is used to manage Patron/Dept Billing. See
Local Billing for more information.
Library Billing
This button brings up the Library Billing Grid, which is used to manage Invoices, payments and
EFTS activity with other Libraries. See Library Billing for more information.
Patrons List
This button shows the Patrons List, which is used to access the Edit Patrons Form. This list is
also available from the Menu Bar, under LookUp, Patrons. See Library Billing for more
information.
Libraries List
This button shows the Libraries List, which is used to access the Edit Library Form. This list is
also available from the Menu Bar, under LookUp, Libraries. See Libraries for more information.
To Expose a Hidden Tool Bar Button:
If any of the above Tool Bar Buttons are not visible onscreen, they can be revealed by clicking
the Down Arrow that will appear on the far right of the Tool Bar in such an instance.
34.
Tool Bar Button Icons Missing:
Nancy Smith reports a fix for a case where the icons that normally appear on each Tool Bar
button are missing and the Tool Bar Buttons show text only:
When we installed an earlier version of the new QuickDOC on two fairly new Windows98
Gateway workstations, we were unable to get the Toolbar's Borrow, Lend, etc. icons to display
properly under the standard display settings. Only the last 2 icons in the Toolbar displayed with
their appropriate graphic -- all the others were a button outline with lines across it.
We were able to "fix" this by changing the Gateways' display settings to 256-colors (from
Thousands, or Millions). Making this one change enabled all of the icons to be displayed
properly.
Status Bar.
The QuickDOC Status Bar appears at the bottom of the screen and shows the complete path to
the QuickDOC.MDB database, along with the Current Date (in the Medium Date format used by
the machine running the program) and Time.
If you can’t see the Status Bar at the bottom of the screen, it’s probably hidden behind the
Windows Task Bar.
If you’d like to have both the Windows Task Bar and the QuickDOC Status Bar visible, you can
show the QuickDOC Status Bar by re-sizing the QuickDOC Main Screen. First use the
vertical scroll bar on the right side of the screen to move all the way to the bottom. Then move
the Mouse Pointer until it’s over the horizontal bottom line of QuickDOC (just under the Status
Bar) and the cursor shows an up- and down-arrow. Drag the bottom up about a quarter of an
inch and then slide the vertical scroll bar back up to see the results. Repeat until both the Status
Bar and Windows Task Bar are visible onscreen. Once this is set, it should become the default
for future sessions.
QuickDOC-L List
The University of Massachusetts Medical School has graciously hosted the QuickDOC-L
Listserv since its inception in the late 1990s. The list provides announcements of all QuickDOC
Updates, as well as a forum for exchange of ideas, suggestions for improvements, and general
current awareness tools for both QuickDOC and DOCLINE®. You can join, unsubscribe, or
change subscriber settings at the UMass Medical School web site:
http://list.umassmed.edu/read/about/?forum=quickdoc-l.
35.
Clicking the subscribe button will bring you to the Subscribe screen.
Enter your email address and name here and click subscribe. You’ll see a notice that an
acknowledgement message has been sent to your email address.
Once you’re subscribed, you can change settings at the My Account Tab:
36.
You can also use this choice to enter the list using your old email address so that you can make
the change to a new one. This is a solution to the old problem with lists where, once your email
address was changed, there was no way to post a change of email address to the list, itself, since
the posted change would be coming from the new (non-registered) email address.
Use the Advanced feature to change your Listserv password, etc. If you subscribe to more
than one list at this site, they’ll be listed under My Forums.
While you can always Read QuickDOC-L Messages or Create QuickDOC-L Messages after
you login, anyone can also read (but not create) messages at the read-only URL:
http://list.umassmed.edu/read/?forum=quickdoc-l.
37.
That Create New Message button above won’t work, though, unless you login first.
38.
QuickDOC and QDPortal
How the QuickDOC Program Interacts with QDPortal
To import requests, from either Receipts or Borrows, it is necessary either to click the Import
QDPortal button or to choose Import from the File Menu. If you use the Import QDPortal Tool
then items are imported in the following order:
1. Receipts (file C:\QDLoan\QDPLData.txt)
2. Lend Updates recorded on DOCLINE (C:\QDLoan\LendUpdt.txt)
3. Lend Updates tried during last import but not found (C:\QDLoan\SaveUpdt.txt)
4. Lend Updates tried twice before but not found (C:\QDLoan\SaveUpd1.txt)
5. Full Display Borrowed Items (C:\QDBorrow\QDPBData.txt)
6. Short Display Borrowed Items (C:\QDBorrow\12345.txt – numbers = 1st Request
Number)
7. Loansome Doc Receipts (C:\QDBorrow\QDPLDX.txt)
8. Loansome Doc Updates recorded on DOCLINE (C:\QDBorrow\LDXUpdt.txt)
9. Loansome Doc Transfers recorded on DOCLINE (C:\QDBorrow\LDXTrfer.txt)
10. Cancels made on DOCLINE (C:\QDBorrow\Cancel.txt)
General results of the import are posted on the right end of the Menu Bar, in the following
manner:
Tool tips give a brief description of each label. Latest Portal: Lend lists the number of Receipts
imported into the database from the last QDPortal session. Latest Portal: Borrow lists the
number of Borrows added in the last Import QDPortal click. These numbers should match the
number of printouts you have. If either number doesn’t, use the printout to add the missing item
using the Add Borrow or Add Lend button.
QDPortal Receipts
All RECEIPTs that were accepted using QDPortal are logged to a file C:\QDLoan\QDPLData.txt
on the C: drive of whichever user was actually receiving the request. Likewise, whenever an item
was updated on DOCLINE while the user was in QDPortal, that information was retained also (in
filename LendUpdt.txt).
Rush and Urgent Patient Care DOCLINE Requests
DOCLINE 2.7 introduced two new Level of Service categories: RUSH and Urgent Patient Care.
These two categories join Color Copy in the Special Handling group. The Urgent Patient Care
service level is defined as "process and ship immediately." The RUSH service level is defined as
“process and ship by end of day.” DOCLINE’s Time-Triggered Actions were also changed for
rerouting "Rush" and "Urgent Patient Care" requests. Requests not receipted on the day the
request routed will reroute the same night. Receipted requests not acted upon will reroute after 1
business day.
39.
Since both service levels are displayed to the left of the line on DOCLINE where Item Type (e.g.,
Journal) and Item Form (e.g., Copy) are displayed, QuickDOC looks for these words as well when
importing data (screen shots below are from NLM 2.7 examples).
QuickDOC versions earlier than 2.1.7 will fail to record Type and Form information on Rush and
Urgent Care requests.
New Libraries may be added during Import
If the Borrowing Library isn’t yet included in the tblLibs table of the QuickDOC.MDB database, it
will be added during import, using such information as is available from the Receipt form. A
record is written to a centrally located file NewLibNt.txt in a QDLoan folder just beneath the
location of the QuickDOC.MDB database. Lend Log Files are accessible under Utilities on the
QuickDOC Menu Bar. See the entry for Log Files under QuickDOC Reports for more information.
Delivery and Billing Addresses of new Libraries are checked.
When we first receive a request from another Library, we assume that the Delivery Address at the
top of the request will be the same as the Billing Address that appears at the bottom. In most
cases they are (or they’re within the same city, at least). In some cases, however, they are
intentionally different. Either way, this discrepancy should be noted and the current QuickDOC
user alerted that there may be a conflict. QuickDOC checks at the time that each new library is
created for the following:
1. That the Delivery (Send To) State/Province is the same as the Billing State/Province;
2. That the Delivery (Send To) City is the same as the Billing City.
In most cases both will match. What this check will provide is a chance to use the Library Billing
information as the primary (Delivery) information for a new library where the Delivery and Billing
values are very different.
When such a Library is about to be added, you’ll see a message box similar to this one (which
observes a difference between the State or Province that is contained in the Delivery Address
and the State/Prov that is suggested bythe first two letters of the DOCLINE LIBID):
40.
Click Yes to use the Billing values for this new Library, or No if indeed the Library’s primary
Delivery Address is very different from the Billing Address. Also remember that you can always
change either of these by editing the Library record.
NoSave.txt File
If there is a problem while saving a Receipt to the QuickDOC.MDB database, you may see a
notice to this effect in a file in the QDLoan folder under the database location called NoSave.txt.
At the end of the session, if this condition exists, you will see a Message Box suggesting that
"QuickDOC Import detected that one or more Receipt Items were not successfully imported into
the Database" and asking if you want to print the NoSave.txt file. Always do so.
The NoSave.txt file entry will look like this:
Not Imported: 9848468 Borr: COUCSS Date Rec:
3/5/03 Title: Advance for
Last Error message reported from database operation:
There Was a Problem While Adding the New Lend Item Record.
[3704]
Description:
Operation is not allowed when the object is closed..
Check Values & Make Sure the QuickDOC Database is Available.
This entry indicates that there was (probably a big) problem with the importing of Receipts during
the current session. The NoSave.txt file contains references only to major problems (it won’t, for
example, bother to notify you if the import is skipped because the Request Number of that item is
already in the database). ALWAYS TAKE THE EXISTENCE OF THIS FILE SERIOUSLY.
In the case above, you would already have seen a Message Box at the time the addition of this
item failed, because the Error notation that Operation is not allowed when the object is closed
indicates that the connection to the database may have been lost.
The message box will ask: "Do you want to stop Importing now?" and probably, in the case
above, you should say Yes. Exit out of QuickDOC, come right back in to re-connect with the
database, and try again.
If you keep getting this error then there may be something wrong with the Import file, so you can
just let it run through, with the understanding that you may have to check each Import item from
41.
the printed Receipts to be sure that they are all there. Any that are missing you can add manually,
either in Add Lend or by re-posting each Receipt from DOCLINE in Status/Cancel.
All items displayed in full in DOCLINE Status/Cancel are always saved again, on the off chance
that they need to be added to the database during the next import. Since duplicates are never
added, there is no danger in running them through import, just to be sure.
DOCLINE Lend Updates Imported from QDPortal
The import process will try three times to update an item marked Received in the Lend Items file
to reflect the action taken on DOCLINE. First will be the attempt from the original
C:\QDLoan\LendUpdt.txt file.
In most cases this first try will be successful. If the first try fails, the update is saved in the file
C:\QDLoan\SaveUpdt.txt, from which it will be offered again as an update during the next Import.
If this attempt fails, there is one more try, from the file C:\QDLoan\SaveUpd1.txt.
UpdtFail.log File
After each unsuccessful update attempt, an entry is made in the file UpdtFail.log located in the
QDLoan folder under the database location. This Update Failed Log, which can be opened
using Notepad, can be useful in diagnosing database update problems and bottlenecks. A typical
entry might be:
Log Update Message after successful Update of ReqNo: 7031315
Fill Date: 28-May-02
Status = N
Update Message saved:
Item Receipt record for 7031315 not found in database.
If the update activity continues to fail, you may see up to 3 entries in the UpdtFail.log before
QuickDOC gives up and sends the item to the Orphan Update File. If an attempt succeeds on
the second or third try, then you will see just one or two entries here, and no entries in either the
Orphan Update File or the audit file for the Orphan Update file, the NoUpdt.txt file.
NoUpdt.txt File
After the third try at updating the Receipt in the database, the update information is moved to the
Orphan Update File (OrphUpdt.txt located in the QDLoan folder under the database location).
As a note of explanation as to why the last attempt failed, an entry will be made in the Orphan
Update Audit file, NoUpdt.txt, in the same location, containing as much information about the
transaction as possible. A typical entry might be:
Moved to the Orphan Update File (update these manually and delete
the file S:\QuickDOC\QDLoan\OrphUpdt.txt
DOCLINE Requests Updated – Feb 14, 2003
9001884FilledAriel
Last Error message reported from database operation:
Item Receipt record for 9001884 not found in database.
The message above indicates that, for whatever reason, the original Receipt never made it to the
database and should probably be entered manually (or re-import using DOCLINE’s Status/Cancel
function if the item is still available there). This audit file can be deleted after printing, once the
appropriate actions have been taken to add the missing item.
In cases where the Receipt was done on one machine, and the update on another, unmatched
updates are saved (in either filename SaveUpdt.txt or, next step, in SaveUpd1.txt), so that when
42.
the Receipt that prompted it is finally imported, the update action will be applied during the next
session. If the update isn’t accomplished in the first three startups, the information is moved to
OrphUpdt.txt. See the section on OrphUpdt.txt File under “DOCLINE Receipts Not Updating
Automatically in Lend” below.
QDPortal Receipt Imports also generate various reports on import results, including a report of
new Libraries Added (in DBFolder\QDLoan\NewLibNt.txt) as well as various error reports. More
information is available on these in both Download and Installation and QuickDOC Reports
choices in Contents.
QDPortal Borrows
All Borrows that were requested using QDPortal are logged to a file C:\QDBorrow\QDPBData.txt
(or to individual files named after the first request number, e.g., 123456.txt, if the Full Display
button on DOCLINE wasn’t clicked) on the C: drive of whichever user was actually receiving the
request. Cancels are stored in a file (filename Cancel.txt), and Loansome Doc transfers in
filename LDXTrfer.txt. Loansome Doc items updated on DOCLINE as Filled (from the local
collection) or Not Filled (and not transferred onto DOCLINE) are captured in the file LDXUpdt.txt
and should update the QuickDOC.MDB database the next time the Import QDPortal button is
clicked. If this automatic update doesn’t occur (as appears to be the case in some situations),
these items can be manually edited on the Requests Outstanding Grid.
Borrow Imports also generate various reports on import results, including a report of new Patrons
Added (PatronNt.txt, in the QDBorrow folder under the database location), and Libraries Added
(NewLibNt.txt, in the QDLoan folder under the database location) as well as various error
reports. More information is available on these in both the Download and Installation, and the
QuickDOC Reports sections.
Backups of QDPortal Imports
At the time of importing, backup copies of most of the saved text files are directed into a
\BackImp folder just beneath both DB\QDBorrow and DB\QDLoan.
Backup copies retain similar names to the files they back up, but with a prefix of whatever the
current year might be, so that they can be easily identified and archived or deleted at some future
date.
The backup files are (assuming the year is 2005):
Backup File Name
Backs Up
Description
DB\QDBorrow\BackImp\2005BDat.txt QDPBData.txt (backup of Full Display imports)
DB\QDBorrow\BackImp\2005LDX.txt QDPLDX.txt
(backup of Loansome Doc imports)
DB\QDBorrow\BackImp\2005SDat.txt 123456.txt
(backup of Short Display imports)
DB\QDBorrow\BackImp\2005LUpd.txt LDXUpdt.txt
(backup of Loansome Doc updates)
DB\QDLoan\BackImp\2005LDat.txt
QDPLData.txt (backup of Lend Receipt imports)
DB\QDLoan\BackImp\2005LUpd.txt
LendUpdt.txt
(backup of Lend Update imports)
The DB\QDBorrow\LDXTrfer.txt file (which contains the LIBID of the Library to which the
Loansome Doc request was transferred on DOCLINE) isn’t backed up at this time.
Backup files can be used to re-import data in an emergency. They're the complete ASCII
downloads of all DOCLINE transactions. The 2005SDat.txt file can be simply moved up a layer to
the DB\QDBorrow folder and the import program will recognize it next time you click the Import
button. The same is true for the other filenames mentioned above. It’s best to move them, rather
43.
than copy them, up, since they will, by definition, re-create themselves in the BackImp folder
during the import.
This is the best way to re-import a large number of borrow items (remember, they'll be back in
as Outstanding if they are Borrows). If it's only a short period during the year 2002, you could
open the 2002BDat.txt file and just cut out the relevant portion and paste it into a new version of
C:\QDBorrow\QDPBData.txt.
Running these through again won't import any request numbers that may already be in there, so
there's nothing to lose. Also, while these filenames (2002BDat.txt, etc.) will be recognized in the
topmost folder, if present, and imported, the Import QDPortal ToolBar button might not be
enabled unless there's a real (e.g., QDPBData.txt) import file also there. If it's not enabled after
you move these files up, just wait until after your next DOCLINE session (assuming there is
activity there) and they'll be imported right along with that session.
Also, since the years are there, these files can be purged periodically, but it wouldn't hurt to save
them somewhere, just in case.
At the time of the first Borrow import, a message box will ask whether you want to begin with
the date 17-Jul-2000 (which is the date of the new DOCLINE intro). If you click no, an input form
appears where a new date can be entered. Whichever date is chosen, any item with a Sent Date
before that date is skipped and the data isn’t imported into the database. It's still sent to the
backup file, though, so keep that in mind: if in the future you choose to run the backup through
again, for any reason, there'll be no date check then! You might want to delete the backup files
right after import on the borrow side, so you won't forget.
DOCLINE Receipts Not Updating Automatically in Lend
The import process will try three times to update an item marked Received in the Lend Items file
to reflect the action taken on DOCLINE. In most cases this will be successful on the first try. If
the first try fails, the update is saved in the file C:\QDLoan\SaveUpdt.txt, from which it will be
offered again as an update during the next Import. If this attempt fails, there is one more try, from
the file C:\QDLoan\SaveUpd1.txt. After each unsuccessful update attempt, an entry is made in
the file C:\QDLoan\UpdtFail.log. This Update Failed Log, which can be opened using Notepad,
can be useful in diagnosing database update problems and bottlenecks. A typical entry might be:
Log Update Message after successful Update of ReqNo: 7031315
Fill Date: 28-May-02
Status = N
Update Message saved:
Item Receipt record for 7031315 not found in database.
The message above indicates that, for whatever reason, the original Receipt never made it to the
database and should probably be entered manually (a re-import using DOCLINE’s Status/Cancel
function is most often not available for Lends, particularly not for rejected items, as is the case
above, where Status = N for Not Filled).
OrphUpdt.txt File
After three tries at automatically updating Lend Item Receipts to Filled or Rejected, items are
moved to an Orphan Update file, indicating that you might want to add these requests manually
since, by definition, these are items not found in the database and may therefore represent
missing items (not imported properly, for whatever reason). You can check for the presence of
an OrphUpdt.txt file under the Utilities Menu.
44.
Clicking on the Orphan Update List menu choice loads the file in a Rich Text Box, where it can
be edited. It’s also possible to copy request numbers from the Orphan Update file and paste
them into the Add Lend Item form, although request numbers are short enough that this isn’t
really necessary:
The Orphan Update List can also be printed, deleted or reprocessed, using the File Menu:
Delete the file when you’re finished adding any items that need adding.
Reprocess the Orphan Update File
The Reprocess File (Orphan Update) choice basically renames the file back to
C:\QDLoan\SaveUpdt.txt, so that it can be run through again, either next time you start up
QuickDOC, or directly by choosing File, Import, QDPortal Saved Items.
(If, as you consider adding orphaned items, you discover you don’t have a copy of the printout,
you might also try opening up the backup (C:\QDLoan\BackImp\QDPLData.txt) download file in
45.
either Notepad or WordPad and searching for any occurrence of each of the orphaned request
numbers in that file, although the odds are that they won’t be there if the Receipt wasn’t properly
recorded, obviously. If you aren't successful there, just set a printed copy of OrphUpdt.txt aside
and use it to look up the necessary information when you get the appropriate end-of-quarter
report from DOCLINE. It won't have all the information but should have enough to identify the
item and Borrower.)
Retrieving Missing DOCLINE Receipts
Sometimes, either because the DOCLINE Receipts were made on a machine directly, not in
QuickDOC, or for some other reason (a missed update, for example), you may find that certain
requests have never been imported into the database. Here’s an example from a posting on
QuickDOC-L:
-----Original Message----We now have the correct portal and Quickdoc on each machine, but it looks like some of
the lends are not recorded, any idea where they go? Also, i have a list of orphan updates,
it seems that they all need to be put in manually but why do they end up there?
----------------------------The Orphan Updates are there because, when QDPortal saved the update action on these
requests, there was no request to update when they were subsequently imported. I'm sure that,
during the upgrade confusion, some of these Receipts weren't imported.
You can fix this (for Receipts that were filled and were filled within the past 28 days) as follows:
1. Print a copy of the Orphan Update File to refer to (click Utilities on the Menu Bar, then
Orphan Update List, then click File on the Menu Bar, then Print).
2. For requests that were updated more than 28 days ago, you're out of luck. You either have
to enter them manually (if you have a printout of the request information or otherwise have
access to those specifics, in which case you can indicate the action taken at the same time, since
it's easy enough) or just count them and then add them to your totals.
3. For requests within the past four weeks, you can use QDPortal to retrieve them in DOCLINE
Status/Cancel. Go to Status/Cancel and display each request available (you'll see the "Request
Info saved ...," in the yellow box above). These will be saved in a Lend Import file just as if they
were new Receipts.
4. Once all available Lend Items have been saved through Status/Cancel, exit DOCLINE (and
QDPortal) and start up QuickDOC. Click Import QDPortal to bring these items into the
database.
5. They should now be in the Items Received Grid. The action you've taken on them is still in
the Orphan Update File. To run the Orphan Update File again, so that the action taken can be
applied against these new copies of the original Receipts, do the following:
a.
b.
c.
d.
Click Utilities on the Menu Bar
Click Orphan Update List
Click File on the Menu Bar
Click Reprocess File
This will put the Orphan Update File back in play, and will run it against the database the next
time you do an import. It should update any of those newly-retrieved Status/Cancel Receipts with
the appropriate action taken.
46.
Importing data from other QDPortal Downloads
To import data that may have been saved on a machine without QuickDOC, or to run the
backup text files back through the import process, use this procedure (this is for Lend imports, but
the procedure is the same for Borrows, just substitute the Borrow filenames for the Lend, below):
1.
First, ALWAYS check your current C:\QDLoan folder to be sure there are no
QDPLData.txt or LendUpdt.txt files already in there. If either of these files
exists, start up QuickDOC to process those first before proceeding.
2.
Locate the C:\QDLoan folder on the machine you want to Import From (the
Source) and see if it has files named QDPLData.txt or LendUpdt.txt. (If you're
running backed up Imports back through the system, you'll ALWAYS find the raw
data in those two filenames in folder C:\QDLoan\BackImp.)
3.
If these files exist in the Source folder, copy them onto disk or over the network
into the C:\QDLoan folder on the machine with the QuickDOC.MDB database.
Again, MAKE SURE THERE'S NO CURRENT QDPLData.txt (or LendUpdt.txt)
FILE ALREADY IN THERE, OR YOU'LL OVERWRITE IT. (If you're running the
C:\QDLoan\BackImp files through again, you can MOVE them up to the
C:\QDLoan folder, rather than copying them, since the process will result in their
being saved again back to the C:\QDLoan\BackImp folder as they're processed.
If you copy the files, they'll be added again at the end of the original, resulting in
a much larger file, with unnecessary duplication.)
4.
Start up QuickDOC and click the Import from QDPortal button. This will cause
the program to look in C:\QDLoan for a QDPLData.txt file and, finding it, suck the
data into the db. The SaveUpdt.txt file (which may be a reprocessed
OrphUpdt.txt file) will then find any new records added, update the records, and
disappear (assuming they're all found - if not, then use 'Add Lend Item' to add
them).
You can also initiate an Import from the QuickDOC Menu Bar, to perform this action at any
time. This will be the preferred method in situations where both QDPortal and QuickDOC are
running at the same time. You can click over to QDPortal to get receipts, and once the Receipts
have been acknowledged on DOCLINE, click back over to QuickDOC, open the File Menu, click
“Import” and then click either "QDPortal Borrow Items" or “QDPortal Lend Items” to bring them
right into the database.
The same can be done right after doing a Lend Update on DOCLINE, to register action taken
immediately to the database.
47.
Missing Records in QDPortal Imports
Occasionally it may appear that activity transacted on DOCLINE isn’t making it into the
QuickDOC.MDB database. There are a variety of reasons why this might occur. Here’s a
checklist that identifies the most common culprits:
1. Make sure you’re using current versions of both QuickDOC (at least 2.1.7, with the
current version at 2.1.8, as of June 2007) and QDPortal (1.1.2). You can check under
Help, About QuickDOC in QD, and on the Setup Screen in QDPortal.
2. Make sure you have rights in all the appropriate folders. See Folder Rights, below.
3. Make sure that all machines running QDPortal sessions always immediately start up
QuickDOC after logging off DOCLINE and click the Import button. This moves the data
from the temporary location on the C: drive of that machine into the database.
4. Make sure all your machines are pointed to the same QuickDOC.MDB database. You
can check the database location in the Status Bar just beneath the blue screen in
QuickDOC.
5. On the Lend side, check to be sure that automatic updating is occurring by clicking
the Lend Toolbar button just after starting up QuickDOC. This will always show you the
Items Received Grid. These are items that are currently in process, and you should only
see items from the past day or two. If you see older records, then this is a sign that
something isn’t being updated properly. You can fix them manually, but you should also
take it as a signal that one of the other points mentioned in the list may be going awry.
6. On the Borrow side, where there isn’t an automatic updating, make sure you’re
checking in items when they arrive.
Folder Rights. In general, all users will need permissions in the following folders:
a. The central QuickDOC.MDB folder (and subfolders);
b. The QuickDOC and QDPortal program folders (and subfolders);
c. The C:\QDBorrow folder (and subfolders) on each machine;
d. The C:\QDLoan folder (and subfolders) on each machine.
If none of these methods locates the missing batch, then they must have been captured and
saved on a machine whose files were somehow deleted or overwritten for that period, and there's
really no recovering from that except through paper records, if you have them.
This should be a one-time problem, though, since current and future items are monitored and
imported as they arrive, and database files are backed up regularly (we hope).
Watch for DOCLINE Login Messages
From time to time, DOCLINE posts general broadcast messages on the DOCLINE Login screen.
Because QuickDOC automatically logs in, this screen can rush past pretty quickly. Watch for
DOCLINE Broadcast Messages, therefore, not so much onscreen at the time of Login but when
the screen returns after you click Log Out on the DOCLINE Menu.
48.
As a general rule, if you don’t see a picture of the DOCLINE mascot, Tugger, on the right of this
screen, it has been replaced by a message, so the quick-glance rule becomes: No Tugger, check
Message.
PDF files in QDPortal under Adobe Acrobat 7.0
In Entrez PubMed (and also in DOCLINE displays) full-text articles available free are often
highlighted by links to the full-text source. Clicking that link will bring you to the site, often with an
option to print the full-text HTML source or the source formatted as an Adobe Acrobat PDF file.
The latter choice is often the best, since PDF files can embed pictures and diagrams along with a
compression scheme that reduces the file size substantially.
For Adobe Acrobat versions earlier than 7.0, the display of PDF documents in the second
QDPortal window (QDPortal has to restrict the opening of new windows so that new instances of
IE aren't introduced) is usually possible, either by clicking the link itself or by right-clicking the
PDF link and choosing Open in New Window from the Context Menu. The Context Menu
version is usually faster than clicking the link, since it doesn't have to run through the QDPortal
code, although the new window will be a QDPortal window (the title will be DOCLINE Search
Window) rather than a new instance of IE.
In Adobe Acrobat 7.x, this doesn't seem to work (no idea why, but it could be some built-in
security addition; QDPortal always checks before opening a new window, and Acrobat 7 might
resist this in some way). But there is a workaround. When QDPortal opens the second window
to display the article on PubMed Central, instead of clicking on the PDF link, right-click that same
link instead to get to the Context Menu, as shown below:
49.
Choose the Copy Shortcut choice (instead of the Open in New Window choice, which doesn't
seem to work in Acrobat 7.x). Open a new copy of Internet Explorer (or any browser) from the
task bar, and paste this shortcut into the address box. In the case above, it’s a PubMed Central
article, which describes the EFTS system, as displayed below:
50.
Because these sites are outside of DOCLINE, it won't matter that you're not logged into
DOCLINE in the new browser window. You're only using that window to print or save the PDF
document. When that's finished, close out the PDF/Browser window; click the x at the upper right
to close the DOCLINE Search Window created by QDPortal, and then proceed as usual.
Single Lend Receipt Window
QDPortal will display the Single Lend Receipt, introduced in DOCLINE 3.1, and will permit a
printout of this request, using the IE Context Menu, but no automatic re-importing of the
request will occur.
51.
Because this new window is essentially a new instance of the browser, it doesn’t have access to
the routines that are contained in QDPortal itself. If you want to re-import information from a
request, continue to use the Status/Cancel full display to cause this to happen.
Click the x at the upper right to close this window.
52.
Local Preferences Form
The Local Preferences Form replaces the old Billing Setup Form (and adds many other features).
It has five Tabs: General, Addresses, DOCLINE Fields, Billing Prefs and Email.
The Set Local Preferences form is available under Setup on the Menu Bar.
General Tab Local Preferences
The General Tab of the Local Preferences form includes various DOCLINE, EFTS and other
local choices, and will appear as follows:
Send Patron Number only on DOCLINE. Matches the current use in QDPortal but will keep the
information in the database rather than as a Registry entry.
53.
Start Date to begin counts. Enter the Month and Day on which your most important counting
year (usually either Fiscal Year or Calendar Year, although both of these may be the same)
begins. In general, this is the date on which you want your annual default counting to begin.
While most reports allow you to set the period before the report is printed, some automatic
reports use a default for Start Date in reporting (or displaying). This date becomes your Fiscal
Year Start Date. In almost all cases the Start Day will be 1, but you may set this to sometime
later in the month, if you wish to. If you do, this probably won’t make much difference, since
reports normally revert to the beginning of a month in any case. Most entries will be either Jan 1
or Jul 1 or Oct 1, and will have some effect on a number of reports and displays
Default Start Date Counting in QuickDOC determines the start date for calculations of
charges, using either Library Charge Profiles or Local Charge Profiles in the following
categories:
1. Free items for Patrons this year
2. Free items for Departments this year
3. Free items for Libraries this year
On the Borrow Item and Lend Item backfile screens, each time you load those Grids,
the backfile of items displayed is limited by Date using the following criteria:
1.
If the Fiscal Year Start Date is equal to Jan 1st then the Grid’s default begin
date is either:
a. If today’s date is before June 30th: the display would begin at the
first day of the month 180 days ago, e.g., on June 23rd the grid would
start the display with December 1st of the previous year or,
b. If today’s date is July 1st or later: the display would begin at the
beginning of the current year, January 1.
2.
If the the Fiscal Year Start Date is later than January, then the Grid’s default
begin date is either:
a. If today’s date is later than the Fiscal Year Start Date: the display
will begin at the beginning of the current year, January 1 (e.g., if the
FY Start Date is Oct 1, and today’s date is November 23rd, the
display would begin at 1 January of the current year).or,
b. If today’s date is earlier in the year than the Fiscal Year Start
Date: the display will begin at the Fiscal Year Start Date in the last
calendar year (e.g., if the FY Start Date is Oct 1, and today’s date is
June 23rd, the display would begin at 1 October of the previous year).
Here is what the Default Grid Dates would look like if the Fiscal Year begins on October 1
and today’s date is July 2 of the following year:
54.
Default Start Date Counting for Quick Journal Reports will default to the beginning of
the current calendar year, but see the Journal Copyright counts checkbox below for a
method of changing this behavior.
Default Start Date and End Date Counting for Most Reports is always the first day
and last day of the previous month. If you change this for one report, your new dates will
stay in effect until you exit the reports form. When you return, the previous month’s
default dates will be the default once again.
Use Date above for Journal Copyright counts also. This checkbox, if checked, will cause
Quick Journal Reports (which generate a quick one-page report of the number of times a
journal title has been borrowed or loaned, and is available on both Borrow and Lend Grids by
clicking into the Title column, at which point a Print Quick Jrnl Report button will appear on the
upper right of the Grid) and Rule of 5 CONTU Guidelines counting to begin at the beginning of
the Fiscal Year, rather than the normal January 1st Start Date.
In most cases you will want to hold to the January 1st start date even if your Fiscal Year is
different, because the copyright reporting requirements for U.S. Libraries seems to insist on a
calendar year interpretation, but non-U.S. libraries and others with different requirements might
want to measure their journal usage on a fiscal year basis.
Default Source when adding non-DOCLINE Requests. This will be the default in the Source
box on both the Add Borrow and Add Lend forms when those forms are first loaded (the current
default is DOCLINE, which remains available as a choice if needed). Thereafter, the default will
be the setting from the previous entry.
Unless you turn off the automatic prefixing (see below), QuickDOC will also generate the rest of a
unique non-DOCLINE Request Number by using Today’s Date and the number of items added
today. When you first bring up the Add Borrow Item form, the program checks in tblLocals of the
QuickDOC.MDB database to ascertain the default source and the number of items added already
on this date. If your default Source is OCLC, and Today’s Date is July 10, 2003, and this is your
first non-DOCLINE addition of the day, the Request Number will appear automatically, as follows:
Each time you change the Source in the Source combo box, QuickDOC reformats the request
number. You can override this automatic format, but be aware that, if you do so and then change
the Source before filing the request, the program will reformat the request number back to its
typical design.
55.
Standard non-DOCLINE Prefixes. QuickDOC will automatically prefix non-DOCLINE requests
entered in the Add Borrow or Add Lend Item forms with a set of standard prefixes. These are to
ensure that non-DOCLINE items are automatically prevented from using a future DOCLINE
Request Number. They will also permit easy display of all items in one category by using the
Beginning With limit on the Request Number search to display all items beginning MA (all Mail
requests), etc.
Standard prefixes used are as follows:
COPY -
Copy Service
EM
-
Email
FA
-
Fax
MA
-
Mail
OC
-
OCLC
OT
-
Other
RL
-
RLIN
TE
-
Telephone
Suppress use of standard non-DOCLINE Prefixes. QuickDOC will automatically prefix nonDOCLINE added items with letters to indicate the source (e.g., OC = OCLC, RL = RLIN, COPY =
Copy Service, etc.). This is to ensure that no made-up Request Number is in danger of
duplicating a real DOCLINE number. If there is already a plan in place locally to do this, you can
check the box to use your own prefixes rather than the built-in versions. Suppressing this
behavior also suppresses the automatic use of today’s date and unique number, so you’re on
your own to create a number (making sure it’s unique and also not likely to be used by DOCLINE)
for that request.
EFTS Upload Information
EFTS URL. The URL for the EFTS system, (https://efts.uchc.edu/efts/common/index.html) as of
4/2005.
EFTS Password. Your Password in the EFTS system; used along with your LIBID to log in.
Check EFTS=Yes on ‘Epayment’ Receipt. Check this box to AutoUpdate Libraries to EFTS =
Yes whenever Epayment appears at top of any Receipt from that Library. This will change
automatically a Library’s EFTS Payment Supported value from No to Yes whenever a Receipt is
imported from that Library with the Epayment notation at the top. The rationale here is that this
will be a time-saver for newly-joining EFTS members: once they have checked their own EFTS
Payment Supported checkbox, they will then have other EFTS members in effect update
themselves during their next Receipt.
This caused problems, however, for a few Libraries who had special Billing arrangements with
other libraries that were also EFTS members. These records kept being changed back to EFTS
= Yes when they wanted it kept at EFTS = No.
Unchecking this checkbox will, for future Receipts, suppress that EFTS check for Library
records on Receipt of a request marked Epayment. Only newly-created Library records will
automatically record the Library as EFTS = Yes if the first Receipt from that Library is an
Epayment.
Most libraries will want to check this box. (You also get a chance to reset this value whenever
you change your own Library’s record to EFTS Payment Supported = Yes, but most will find it
more convenient to set the value here.) Checking this box doesn’t affect the EFTS Payment
56.
Supported value in your own Library’s record, so don’t forget to make sure that your own Library’s
record also has its EFTS Payment Supported checkbox is checked.
EFTS Activity Report Parameters
These establish the date and balance at which EFTS tracking will begin.
Start Date
If you began using EFTS only within the last couple of months, use the month of your first online
EFTS Monthly Statement as your Start Date. Or choose some recent month to begin tracking
based on your EFTS Monthly Statement for that month. See below, under How to set up your
initial EFTS Activity Report for further discussion.
Beginning Balance
Use the Beginning Balance noted on the EFTS Monthly Statement for the month you choose to
begin tracking.
How to set up your initial EFTS Activity Report
Because the EFTS Activity Report will be used to provide an up-to-date snapshot of your EFTS
income and liabilities on the date it is run, it’s important that your EFTS credits and debits be
properly entered so that your projected balance is truly accurate. In order to reduce the amount
of initial data entry required, the Local Preferences Form, General Tab, provides a place to
indicate the month and year where you intend to begin tracking (the EFTS Activity Report Start
Date), and the balance at the end of the month just prior to that month (which is also the
Beginning Balance of that month’s EFTS Statement). For our example, we’ve chosen the EFTS
Statement of 07/2004:
If you began using EFTS only within the last couple of months, use the month of your first online
EFTS Monthly Statement as your Start Date. In any case, enter the appropriate Start Date
(format mm/yyyy) and Beginning Balance in the EFTS Upload Information section of the Local
Preferences General Tab (under Setup on the Menu Bar, Set Local Preferences).
This establishes the date and balance at which the tracking will begin. If you should later go back
and process as paid any items before that date (01-Jul-2004 here), be sure that the Paid Date is
57.
also a date within that earlier period. In practice, this only means that you should watch out when
batch processing a number of older requests as Paid: if you don’t set the default date to the
earlier date, or set the date on the Payments Form to an earlier date, you’re likely to get Today’s
Date as the Payment Date, which will draw down your EFTS Balance inappropriately.
If you should inadvertently pay an older EFTS Borrow Request from a post-Start Date deposit,
you can recover either by unpaying that item or by adding the total amount of the payment to the
Beginning Balance in Local Preferences, either of which methods will restore the accuracy of the
current EFTS Balance amount.
You can also reset your EFTS Activity Report Start Date on the Local Preferences Form to a
later date (a date after whatever date you assigned to the mistaken payment), using the
Beginning Balance from that month’s report.
In fact, resetting this value from time to time will keep the EFTS Activity Report brief, and is
an easy way to re-balance a report where payments were inadvertantly entered using a payment
date later than it should have been.
After setting the Start Date and Beginning Balance in Local Preferences, follow the steps
enumerated below to prepare your initial EFTS Activity Report.
1.
Print copies of your EFTS Monthly Statements. Display and Print a Detailed
Monthly Statement, using the Reports section of EFTS Online, for each month
beginning with the Start Month. You will use these statements at various points in the
process described below.
2.
Enter EFTS Deposit dates and amounts in the Borrow Deposits Table. Enter your
EFTS Deposit dates and amounts (using the first of the month for deposits--remember: Credits toward the first of the month. Debits toward the end!) for
deposits made after the EFTS Start Date in the Borrow Deposits Table. Use Library
EFTSUP and enter the information under Billing, EFTS on the Menu Bar, with the
choice Payments as Borrower. (You can also enter EFTS Deposits made before the
Start Date, but be sure that the Date Paid is also earlier. In most cases, if you haven’t
already entered these earlier transactions, it’s probably unnecessary if your goal is to
track current activity and balances.)
3.
Mark EFTS Upload Files as Paid. Use the Payments Form, under Billing, EFTS on
the Menu Bar, to enter EFTS Upload File Payments for any currently unpaid EFTS
Invoices (which are listed as the EFTS Upload filenames). Click the Invoice Number
Combo Box to expose the EFTS Upload File to be paid (e.g., EFTS-BET0406.txt),
which comprises the EFTS Upload Filename (BET0406.txt), preceded by the prefix
“EFTS-“ and is composed as follows:
a. The initial EFTSb. The 3-letter SERLINE code of your library (usually the last 3 letters of your NLM
LIBID)
c.
The year (two digits) of the last item in the Upload File
d. The month (two digits) of the last item in the Upload File
e. “.txt” as the final extension of a text file.
f.
For example, an upload file created with an end date of 6/30/2004 for the Library
MAUBET would appear as EFTS-BET0406.txt.
g. The actual filename would be the above minus the initial “EFTS-“ and will be located
in a folder called EFTS just beneath the folder where the QuickDOC.MDB database
is located (the filename would be …\EFTS\BET0406.txt).
h. If a file BET0406.txt already exists, then the filename will be BET0406a.txt, or
BET0406b.txt, etc.
58.
4.
i.
You’ll find the items credited to your account listed under Detailed Credit Summary
on your EFTS Monthly Statements. The Amount Paid for these should always equal
the Invoice Amount. If, for some reason, that amount doesn’t match the amount
EFTS indicates in its report, enter that amount anyway, and then use a negative
EFTS Service Charge entry to reduce it to the amount in the EFTS Report.
j.
You can also enter payments from the Library Billing Grid by clicking into the
proper EFTS Upload filename in the Invoice column and clicking the To Pmts
button. Again, watch the Date Paid field if you’re processing Upload Files that
appeared on EFTS Statements before your chosen EFTS Activity Report Start
Date.
Mark EFTS Paid Borrowed Items as PaidEFTS. Also using the information on your
EFTS Monthly Statements between your Start Date and the current month, mark any
items in the BorrowItem Backfile that have been paid through EFTS as PaidEFTS. If
you use the Record Selector at the far left of each row, along with the Ctrl key to
select multiple individual records, or with the Shift key to select a contiguous block of
records (either of these two step-saving methods is highly recommended, if they’re
applicable), you can mark all selected records as PaidEFTS on a selected Default
Date with a common Paid Note using one Mark Paid click. If you don’t, you’ll get
Today’s Date as the Paid Date and nothing in the Note Field. Use the last date of the
statement month as the Paid Date, as suggested in:
GENERAL RULE: Credits toward the first of the month. Debits toward the end!
[Items that were paid before the Lending Library joined EFTS
should be marked as PaidLender. To retrospectively mark items
earlier than your EFTS Start Date as PaidEFTS, just make sure
that the Default Date is earlier than the EFTS Start Date.]
5.
Enter EFTS Service Charges. Use the Payments Form, under Billing, EFTS on the
Menu Bar, to enter any EFTS Service Charges as negative amounts. Since this is
the Payments choice (payments TO you, ‘as Lender’ is assumed, while the last
choice on that dropdown menu, ‘Payments as Borrower’, is for your payments TO
Lenders, including your EFTS Deposit Account payments), negative entries here will
be deducted from the positive values posted as EFTS Upload File payments.
6.
Enter EFTS Redistributions. Use the Payments Form, under Billing, EFTS on the
Menu Bar, to enter any EFTS Redistributions as negative amounts. Like the EFTS
Service Charges, these Redistributions will reduce the balance in your EFTS Account;
unlike Service Charges, though, the money Redistributions take out of your EFTS
Account isn’t dispersed elsewhere but returned to you, so it’s not an expense. It’s
more like a transfer from one account to another. QuickDOC therefore ignores these
items when calculating annual income, except for the EFTS Activity Report.
7.
Re-run the EFTS Activity Report. Check your data entry by printing an EFTS
Activity Report, with a Start Date equal to the beginning of the current month to make
sure that your Running Totals amount after Uploaded Totals (which will include your
deposits and Upload credits, minus PaidEFTS items, Service Charges and
Redistributions from the Borrow Deposits Table) is equal to your total as reported on
EFTS.
59.
Addresses Tab Local Preferences
The Addresses Tab of the Local Preferences form adds the ability to set different Remit To
Address values for Library and Local Billing Addresses, as well as other information that will
appear on Invoices.
The Addresses Tab appears as follows:
In most cases these will be the same, but the option is there to change them if they are not.
Either, or both, of these Billing Return Address values may be different from the official Library
address, since these will be the locations to which checks will be mailed and correspondence
regarding billing directed, which may be a Billing Office rather than the Document Delivery
Department of the Library.
DOCLINE Fields Tab Local Preferences
The DOCLINE Fields Tab of the Local Preferences form adds the ability to specify which fields
of the Patron Record you want to send to DOCLINE (in the 40 spaces of the DOCLINE
Patron field that are available) and in what order you want to send them. It appears as follows:
60.
Copy and paste fields from the yellow box on the right to the appropriate field on the left.
Patron Name Field in DOCLINE
DOCLINE allows a maximum of 40 characters in the Patron Name field:
If we try to send a Patron Name string longer than 40 characters, DOCLINE will truncate the
string at the fortieth character, which would be a real problem in QuickDOC, since the import
process uses the Patron Number (always in brackets at the end of the Patron Name, as in the [6],
above) to do the lookup in the Patrons Table. If part of this number is lost, confusion reigns. If
you ever need to edit the DOCLINE Patron Name, remember to leave the space+[Patron#]
unchanged at the end of the line.
Consequently, when creating the patrons list that shows in the upper right corner of the screen on
DOCLINE, QuickDOC is careful to limit the size of the string, including the bracketed Patron
Number, to a maximum of 40 characters. It uses the following conventions:
1. Patron Name. The Patron Name is set out, using the Last, First format, but is truncated
at 14 characters if the Last, First format is longer than 14 characters. This should
provide enough information, in most cases, to identify the correct Patron. In cases where
the first 14 characters of two patrons are the same, then additional information, such as
Dept., should be determinative.
This reduces the space available in the field to 26 characters. Since there is always a space added after the Patron
Name, the reality is that 25 characters remain free.
61.
2. Patron Number. The program next checks the Patron Number and, based on the
number of digits in the number (e.g., 1 for Patron Number 6, 2 for Patron Number 20,
etc.), it sets aside a sufficient number of spaces at the end of the string to include the
number plus the surrounding brackets. This will be anywhere from 3 to 7 additional
spaces, although most often this number will be either 5 or 6. Our number of free spaces
is now reduced to 19 or 20.
3. Department. Most libraries will want to include Department in the line as well, for
identification purposes. QuickDOC automatically truncates the Dept Abbreviation at 4
characters, to save space on the line, so keep this in mind when creating abbreviations
for Departments. Including the space at the end of the four-character Department
Abbreviation, we are now left with only 14 or 15 spaces that are truly available for
optional fields such as Telephone, Email Address, Mail Stop and Cost Center.
Obviously, getting more than one of these options into that small footprint will be difficult.
Any value that prings us over the 40 character limit will be truncated to allow a space plus
the Patron Number to fit in at the end.
Some suggestions for utilizing these 14-15 optional spaces are discussed in Optional Patron
Name Fields, below. In general, use the following criteria for deciding on which fields to add to
the DOCLINE Patron Name field:
1. Identify the correct Patron quickly on the QDPortal Patrons List. Since the list will
be used on DOCLINE to send the proper Patron info into the DOCLINE Patron Name
field, putting the Department value in the first position after the Patron Name will
immediately identify Jones, Joe CARD from Jones, Joe MED and will reduce the
chance of error. Since Department is always truncated at four characters plus a space,
this field has a minimal impact on the free characters available. Nevertheless, if you
know all your patrons personally, or can infer the Department from one of the optional
fields you would prefer to include, then you can re-direct these five characters to that field
by leaving the Dept field out.
2. Show Contact Info on Borrow Printout and Receipt Cover Sheet. Since the Full
Display printout of the Borrow transaction, and the cover sheet included by the Lender
from its Receipt printout, will both include the full Patron Name line, that information is
instantly available when items are received from the Lender. Including your usual
Contact info on the Patron Name line can make it easy to pick up the phone and call the
Patron (if you include Telephone), or send a boilerplate email notification (if you include
Email), or pop the printout of the article into an inter-office envelope (if you include
MailStop), the moment the item arrives in the library. It’s an efficient way to speed the
document to the end user.
On the other hand, don’t forget that all this information travels along with the request to any potential lender along the
DOCLINE Routing Table route. While this isn’t patient information, and doesn’t have the same level of sensitivity,
the phone numbers and email addresses will be out there, although some of the features discussed in Optional
fields, below, can limit the actual disclosure of complete phone numbers and addresses. Also, keep in mind that, if
you’ve checked the Send Patron Number Only on DOCLINE checkbox in the General Tab, then none of this will be
sent, no matter which fields you select here. Only the bracketed Patron Number will appear in the Patron Name field
on DOCLINE.
Optional Patron Name Fields
In addition to the Last, First, Dept and Patron Number fields discussed above, there are five other
choices that can be included. Because of the small number of available spaces for these optional
fields, it will rarely be possible to add more than two, and you can usually only count on one of
these to be displayed fully in all cases (given the 14-15 limit when Patron Names and Patron
Numbers use their maximum number of characters). Here are some things to keep in mind when
choosing which of these to add:
62.
1. Email. Plans are to include an automatic Patron notification by email in the next
update, so anyone who needs this information for Patron Contact can probably use that
method after the next update. Meantime, to save space, any Patron whose email domain
is the same as that of the Library will appear with the email domain suppressed. E.g., if
your library’s email address is [email protected] and the Patron’s email
address is [email protected] then the address will appear in the Patron Name
field as [email protected], with no further information. Addresses that don’t match yours will
appear in full, however, and some of these may be fairly long, so the chances of
truncation are greater here than in most of the optional choices.
2. AreaCode. If all (or 99%) of your Patrons are in the same area code, then there’s no
need to include this field in the Patron Name field. Unfortunately, because of the recent
multiplicity of area codes in some areas, you may already have many Patrons,
particularly Loansome Doc Patrons, with area codes different from your own. The
following conventions apply to area codes included in the Patron Name field:
a. Area codes are displayed in 3 digits and a hyphen (123-);
b. If the area code matches the Library’s area code then it is omitted (no hyphen,
either);
c.
While it might appear that b., above, might give you permission to include area
code even when you have only a few outsiders, keep in mind that this
computation also increases processing time for producing the Patrons List
and libraries with large numbers of Patrons might experience a perceptible delay
while the list is being created.
3. Telephone. The number used is the Voice Number field on the Comms Tab of your
Library record. As with area code, if the first four digits of the Patron’s telephone are
equal to your Library’s first four digits (i.e., the same exchange, as in 123-), they are
replaced by an x. As in the following cases, where your Library voice number is 1234567:
a. If the Patron’s Voice Number is 123-5678, it will appear as x5678 on the Patron
List;
b. If you commonly abbreviate the Library phone number to 23-4567 or 3-4567,
or 123.4567, or 23.4567, or 3.4567 in the Library Voice Number field, as long as
you also abbreviate the Patron’s Voice Number in similar fashion, then
QuickDOC will send x5678 to the Patron List; but if you use different formats at
different times then results will surely be inconsistent.
c.
If you want to use your own local telephone number format for Patron
Telephone numbers (e.g., LOCAL5678 or X5678 instead of the usual 1235678), then DON’T use the 123- format that your Library record uses when
entering Patron Voice Numbers. Since the beginning of each Patron telephone
in those cases will never match the 123- of the Library phone, then QuickDOC
will never find a match and will transfer the complete LOCAL5678 (or X5678 or
whatever) entry to the the Patron List.
d. One way to tell the difference between an X5678 and an x5678 where the x has
been substituted for the Library Exchange 123- is that the Library Exchange
abbreviation always has a lower case x, while an X entered into the Voice
Number field will always be upper case.
e. The best choice (easiest to remember) is to use a typical 123-5678 format when
you enter your Library’s Voice Number, and then to use the same format for
Patrons. This will send the minimal x5678 as the Telephone part of the Patron
List line.
63.
4. MailStop. When adding this field in the Patron record, be sure to use abbreviations
whenever possible. In fact, brevity is a good thing to keep in mind whenever adding
information that might later be included in the Patron Name line on DOCLINE (exceptions
are those fields where QuickDOC automatically matches the Patron value against the
Library value, such as area code, telephone, and email, where care should be taken to
use the complete value, so that matches will be accurate).
5. CostCtr. Since the Import process will always retrieve the Primary Cost Center
associated with that Patron record and add it automatically to the item that is being
imported, I’m not sure what is gained by including it here, except in cases where the Cost
Center provides an identification link for a Patron record, in the manner described for
Dept values, above. Another possibility might be where Patrons typically have more than
one Cost Center attached, and the Patron field can be used to provide a visual clue as to
which of them will be automatically added, so that items where a different Cost Center
should be used can be edited after import.
Here’s how a Patron’s List might Look with only Last, First (total of 14 +1), Department and
Email Addr. You can see that, even with this small group of fields, the email field may be cut off
well before completion:
Bergman, Mark HEMO [934]
Berman, Cynthi PSYC [268]
|
40 char’s
Berrada, Driss GAST [email protected] [1056]
Berson, Alma SOCW [273]
Bitton, Alain GAST [765]
Blackburn, Geo SURG [email protected] [1062]
Blank, Margot MED [278]
As you can see, the Berrada Patron, truncated to the first 14 Last, First of the Patron’s Name
(ending with Driss, abruptly), plus the space, plus the (4-digit) Department (+ space again), is
truncated after the first four characters of earthlink.com; the final count for that row, including
spaces, is 40. As long as eart is short for earthlink.com and no other, then this compression of
the Patrons List will be fine. Only if the truncated email domains begin to resemble each other
does this method of display begin to crumble as an identifying method.
Meantime, email addresses where the part after the @ (often called the email domain) matches
the same part in the Library Contact Email Address will show only the email username (as in
gblackbu, above) plus the @, with nothing after (e.g., [email protected], as shown above).
Here’s the same list with just the Name and Email (no Department):
Berrada, Driss [email protected] [1056]
Berson, Alma [273]
|
40 char’s
Bitton, Alain [765]
Blackburn, Geo [email protected] [1062]
Blank, Margot [278]
Even with no Department, the full earthlink.com domain isn’t available (more would be available
in the DOCLINE Patron Name field if the actual Patron Name---Berrada, Driss---were shorter!) at
the end of the Berrada name line on DOCLINE. On the other hand, George Blackburn’s email
domain, which is the same as our Library’s, is easily retrievable from [email protected] (where the
Email in the Patron List always omits the part after @ if it matches the real Local Library’s email
domain)with the default Library email domain assumed .
64.
Billing Prefs Tab Local Preferences
The Billing Prefs Tab of the Local Preferences form adds the ability to set different values for
various items relating to Library and Local Invoices, and will appear as follows:
Default Payment Method. Can be different for Library and Local. These are the values that are
assigned when new Libraries, Patrons and Departments are created.
Cost Center on Invoices. This is the Our Cost Center value that appears with the return
address at the top of an Invoice. Can be different for Library and Local. Can also be different for
Copy Services Invoices; see below.
Separate Copy Service Invoice? In most cases you will want to have this box unchecked, so
that Local Invoices will include both Copy Service and ILL charges in the same invoice.
If you leave this box unchecked, which means that Copy Service items will always be included
with ILL items in Local Invoices, then the Cost Ctr for Copy Service value will never be needed;
nevertheless, it’s probably wise to enter a default Cost Center for your Library’s local payments
here anyway, if you have one, in preparation for a time when you might want to check the box in
order to print a Copy Service Invoice for a particular Patron, Department or Cost Center. In
most cases this value will be the same as the Local Billing Cost Center, but it’s added here so
that, in cases where there is a separate Cost Center assigned for income derived from Copy
Service activities, you can enter that value for printing only on Copy Service Invoices. This is the
Our Cost Center value that will be printed at the top of any Copy Service Invoice, whether
Patron, Department or Cost Center.
If this box is unchecked, the choices on the Menu Bar under Local Billing for all three separate
Copy Service Invoices/Reports will be disabled:
65.
There will also be no Message Box question when printing a single Invoice from the Local Billing
Grid as to whether you want to print a Copy Service or regular ILL Invoice.
If you will normally print Copy Service Invoices (including Cost Center Reports/Invoices)
separately, then check the Separate Copy Service Invoice? Checkbox; this will allow you to
choose whether or not to include a separate Copy Service Invoice for each Patron/Dept/Cost
Center each time you run invoices:
If this box is checked, you can decide for each invoice print whether or not to include Copy
Service. Choices under Local Billing on the Menu Bar for Print Patron Copy Service Bills,
Print Dept Copy Service Bills, and Print Copy Service Cost Ctr Report will also be enabled.
If the Separate Copy Service Invoice? checkbox is checked, you will also want to be sure that
the Cost Ctr for Copy Service box includes some value, otherwise the Copy Service Invoices
will have nothing in the Cost Center field for Patrons or Departments to remit to.
When you check this box, you are set up to first run separate Copy Service Invoices before
running the normal Local Patron/Dept/Cost Center Invoice run. (Items already invoiced in Copy
Service Invoices won’t be eligible for any later Invoice run, because their Local Status will already
be InvDep.) The default here is unchecked, which means that Copy Service items will be
included in the same Invoice with ILL items.
If you specify the Separate Copy Center Invoices? Choice, in addition to the extra choices on
the Local Billing Menu Bar entry, you’ll also see a “Print Invoice for Copy Service Only?”
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Message Box in the Local Billing Grid when you choose to generate a Patron/Dept Local
Invoice (assuming that the list of items to be invoiced includes at least one Copy Service item):
In any event, when the group of requests you have gathered to print via the Local Billing Grid
One Invoice Print has no Copy Service items, you won’t see this message box and the resulting
invoice will include only regular ILL items.
Cost Ctr for Copy Service. The Cost Center for Copy Service is the Our Cost Center value
that appears with the return address at the top of a Copy Service Invoice. Can be different from
both the Library and Local Cost Centers.
Fed ID No. on Invoices. Can be different for Library and Local (this value can be used for
messages other than the Federal ID number). A maximum of 25 characters here.
Make Check Payable To. How should the payment check be made out? Can be different for
Library and Local.
Payment Terms. Usually something like NET 30 (for 30 days to pay) or PAYABLE UPON
RECEIPT (never happens, as far as I can tell). Can be different for Library and Local.
Print HTML copies. This controls whether or not HTML versions of Invoices are generated when
a printed copy is made. Check Never if you never send these HTML Invoice; check Ask if you
want to see a popup message box each time; and check Always if you want to have an HTML
Invoice automatically generated without asking permission.
If you check Ask, you will see the “Also save each Invoice as an HTML file” checkbox on the
Print Invoices menu, but it will be unchecked, so that you’ll need to check it for each batch run of
Invoices. Ask will also cause the display of the “Save a copy of this Invoice as HTML file
also?” message box when printing a single Invoice from either the Local or Library Billing Grids:
If you check Never, neither the above message box nor the checkbox on the Print Invoices form
will appear. Checking Always will skip the message box (you’re saying that you will always have
clicked Yes if the box were shown), but will still display the checkbox on the Print Invoices form,
although the default there will be checked, so that you’ll have to uncheck it if you want to forego
the HTML invoice print.
Suppress Invoice Box on Printed Invoices. This comes over from the old Billing Setup form
and should be checked if your printer doesn’t print a return address on Invoices but leaves a
blank box instead.
Default Local Bill Type is Dept. This checkbox allows you to specify that your normal method
of Local Billing is by Department (including Cost Center Invoices), rather than by Patron (which
is the normal default). If you check this box then the Local Billing Grid will always come up with
the ChrgAsDept column showing, and the default payments will also be PaidDp. The default
Invoice will also be the Dept Invoice, although you can always print Patron Invoices by choosing
the Patron Search first in the Local Billing Grid.
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The Local Billing Grid Ribbon Buttons now include one for Print Dept Invoice (or Print
Patron Invoice), which is exactly what it will do; there is no pause between the clicking of that
ribbon button and the printing of the Invoice (unlike the situation for Library Invoices, where there
is a pause, and which requires another button click to actually print the Invoice). Local Billing
Ribbon Buttons now appear as follows:
Put Invoice Address above Return Addr. This checkbox will swap the normal structure of
printed Invoices, where the Return Address appears in a box at the top, and the Address of the
Library or Patron being billed just underneath that block. The main use for this option is for
Libraries whose window envelopes have a window toward the middle of the envelope (rather than
the usual lower left) or above.
As in many of the checkboxes in QuickDOC, if you hold the cursor over the ‘Put Invoice Address’
area you will see a brief Help comment (ToolTip Help), whether or not you are actually at that
part of the form. The yellow help box below will always show help, but only with regard to the
current item on the form.
The effect of checking this checkbox is the swap the Invoice Address Locations: Invoice
Address at the top, Return Address below it, as illustrated in the Before and After graphic below:
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In addition to this big switch, you can also fine-tune the location of the Address Block by using the
Move Invoice Address Up values (see below), if necessary, but because the Include copy of
Invoice or Inv No. line is already below the Invoice Address after the swap, you really have only
the 1 line up choice (rather than 2).
Use Canadian Invoice format? Will use Bilingual (French/English) headers and labels on the
Invoice sent to both Libraries and Local users. Item data will still be in English (unless it was
entered in French under Add Borrow or Add Lend), since it’s been imported from DOCLINE, and
address information will be as entered in the Library record and in the Addresses Tab, above, but
bilingual labels will be displayed on the printout wherever possible.
Because the bilingual labels will obviously take up more space than English only labels, there will
be slight changes in the Invoice format: some labels, like the Make Check Payable To label, will
show on two lines instead of one. In order to retain the general structure of the Invoice Header, in
most cases, including that of the Make Check line, the label is moved up into what was a blank
line and the contents of the field are displayed below.
Even with these changes, if you’re using bilingual labels, you should try to keep the entries for
Make Check Payable To/Prière de faire le chèque à l’ordre de and Terms/Conditions as
concise as possible, since space here is limited.
Here’s an example of the Library Invoice with Use Canadian Invoice format checked:
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Bilingual HTML Invoices are even more constricted in space, since some of the fonts used in the
HTML format take up more space. Because HTML Invoices aren’t mailed, though, the placement
of the Address and Return Address isn’t as critical as in a normal Invoice.
Local Patron/Dept and Cost Centre Invoices have a similar format.
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Add’l Comment entry on Invoices. Room to add a brief comment (up to 75 characters long)
that will print at the bottom of the Library or Local invoice. Hold the cursor over this box to see
the full entry as a Tool Tip; here’s what shows when the cursor is placed over the Library Billing
comment (left box) below:
Invoice comment lines appear at the end of Invoices, after the Totals line, with a horizontal line
separating the comment from the Invoice section. Here’s an example from a Library Invoice
(Local Invoice Comments are displayed in exactly the same way):
The comment will be printed at the center of the page, just under the horizontal line. The limit of
75 characters is set to ensure that there will be enough room for a cleanly centered line (the
comment above is 62 characters long), no matter how many uppercase or other wide characters
are used. If there is no Additional Comment Line, the horizontal line will not be printed.
Move Invoice Address Up (1, 2 lines). If your Invoice Address doesn’t quite fit the window of
your window envelopes, then use this small adjustment to bring the address lines up. Two lines
is the maximum move, alas.
Move Invoice Address Up 1 line will move the Bill To address up one line from the default
position. This is accomplished by eliminating the blank line between the Invoice Dates and the
line with the Invoice Number in the middle. Both Library and Local Invoices with a 1 line move up
will appear as follows:
Move Up values are ignored for HTML Invoices, since these are delivered by email and won’t
need a window envelope.
Move Invoice Address Up 2 lines will move the Bill To address up two lines from the default
position. This is accomplished by eliminating the blank line between the Invoice Dates and the
line with the Invoice Number in the middle and also moving the Include copy of Invoice or Inv
No. with payment line from just above the Bill To address to a line just below it and just above
the line that separates the header from the column headers of the Invoice.
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N.B., A two-line move up after the Put Invoice Address above Return Addr checkbox has been
checked is the same as a one-line move, since the “Include Copy of Invoice” line is always
beneath the Invoice Address line after the address blocks are switched.
For Library Invoices, where the Our Cost Center value may not be as important, you can also
generate an easy move up of about a half a line by not including a Cost Center value for Library
Invoices. Weigh this small move up against the necessity (or lack of it) that the payer should
know your Cost Center when making payment and eliminate it if it’s not necessary and you want
that extra move up for the Bill To address.
A typical Invoice (Local or Library) with a 2 line move up will appear as follows, with both the
removed lines indicated:
To see how a Canadian (bilingual) Library Invoice with a setting to move Bill To address up 2
lines might look (the Local Invoices are similar), here is an example:
72.
You can also use the settings on the Addresses Tab to change where the recipient’s address
appears in a window envelope. If you eliminate a line of the Return Address (by moving a second
street address line up into the first line, perhaps), it’s the same as moving the Library Invoice
Address up one line. If you add a second street address line, it’s the same as pushing the Library
Address down one line. This technique is fairly limited, though, since most address lines (except
for the second street address) will be used, even if empty, for phone, fax and email information.
Email Tab Local Preferences
The Email Tab of the Local Preferences form is a placeholder for future additions to the program:
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Libraries
Records for Libraries are held in the QuickDOC.MDB database primarily in the tblLibs Table,
with associated records in tblLComms, tblLibCharges, tblLibPmtTypes, tblLibsGroups and
tblLibsOldSHID. Lists of Library records are available in a column on all Grids, as well as
through the Libraries List.
The Libraries List
Displaying Libraries
Records for Borrowing Libraries are primarily accessed through the Libraries List (on the
Toolbar) as well as under "Lookup" on the Menu Bar, under Libraries. The Libraries List also
pops up in other places, such as when you're adding a new Loaned Item, so that the Library can
be chosen from the list.
The list shows the libraries in your file alphabetically by LIBID, which is the default sort order.
Start typing the first few letters of the LIBID to jump ahead on the list, or use either the Down
Arrow key or the scroll bar at the right of the list to navigate further. (XXX… LIBIDs, by the way,
result from imports from old QD for a Library not found in DOCUSER; these can be assigned a
standard DOCLINE LIBID later, should that become necessary, or the LIBID can be cast in
standard DOCLINE format, once it's determined that that value is not assigned to a true
DOCLINE Library.). If you hold the cursor over a long entry, the tool tip will appear with the full
name visible.
As an item is selected (either by clicking on that line or by pressing Enter after moving down the
list until the library you want is highlighted), the Edit Library Button is enabled (to switch from
Edit Library to Add Library, click 'Clear Choice'; the List will then be set to the topmost entry and
the Add Library Button will be enabled).
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Searching for a Library
You can search the Libraries List for specific matching entries by clicking on one of the search
buttons. You can search the LIBID column (which should always match the NLM LIBID if there is
one), the Institution column, and the OCLC Code column. When you click the appropriate button,
an input box will pop up. Enter any amount of characters you want matched and the list will then
display only those records where that matching group appears anywhere in the field.
To choose or edit a Library, click on the line that contains the entry you want: the 'Edit Library'
Button will be enabled and that Library will be your current choice.
To reset the Libraries List after a search to its full number of entries, click once on any item in
the list to highlight it, and then click the Clear button or click the header at the top of the LIBID
column to start the sort on that column.
Sorting the Libraries List
You can sort the Institution or LIBID columns in ascending or descending order by clicking on the
header at the top of the column.
Deleting Libraries
Click the Edit Library button to bring up the complete Library Form, and then click the Delete
Library button on the lower right of the General Tab.
Editing Libraries
Click the Edit Library button to bring up the Library Information Form. . Double-clicking a line
is the equivalent of selecting it and clicking the Edit Library Button, and will also open the Library
Information Form.
Library Information Form
The Library Information Form consists of five tabbed forms, located by clicking on the Tabs at the
top of the form or by pressing Enter (or the Down Arrow) in the last control on the previous form,
except on the Groups Tab, which is the last Tab visible. Pressing an Up Arrow from the topmost
control of any form except the General Tab will move back to the previous Tab.
Library Information Form – General Tab
The General Tab presents general Library information, along with a snapshot of values set on
other Tabs:
75.
The General Code for This Library and the NLM LIBID should be the same. Check DOCUSER
to see if the Library for which you are creating a record has a DOCUSER Code. DOCUSER is
searchable in DOCLINE. Most libraries that have had activity with the National Library of
Medicine will have DOCUSER Codes, even if they are not, and never will be, DOCLINE users. If
the Library you are creating has no DOCUSER entry, you can create a General Code. Use six
characters and try to avoid anything that might be an actual DOCUSER entry (NLM LIBIDs use
the state or province abbreviation for the first two letters, then one letter for country, then three
letters for the SERHOLD ID).
The RLIN Code box is for Libraries that are members of that system. The OCLC Code box is for
users of that system. And the Other (Library) Code box is for some other local designation. Any
of these boxes (except for the General Code) can be left blank of they don’t apply.
Add values for Institution Name and Library Name here, if needed. The EFTS, ISO and
Charge Profile information displayed on the first Tab is to permit quick lookups without moving to
a distinct Tab. If you want to make a change to these values, move to the Tab specified.
Clicking the Clear/Reset This Record on the Edit Library Form will blank out the entries for the
current Library and prepare for adding a new Library.
Library Information Form – Address Tab
Because DOCLINE 2.0 and later displays both the Library Delivery Address and the Library
Billing Address on Receipts, which may be different addresses at a single institution, QuickDOC
saves both of these addresses and uses both when creating a new Library record.
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The labels are similar except for the Dept, Mail Stop field, which will often contain the Delivery
Address Library Name field, unless there is an Accounts Payable or other dedicated Billing
Department.
The Address Tab will appear as follows:
Notice that the Dept, Mail Stop line in Billing includes not just the Mail Stop but also the Library
Name (which has its own field in the Delivery Address), with the Mail Stop added at the end. An
alternate choice might have been to use the Mail Stop as the first Address Line and the “One
Deaconess Road” as the second, but tests show that using the second address line may cause
problems with window envelopes, so my recommendation is to use only the one address line
unless it is utterly impossible to do so.
Library Information Form – Comms Tab
The Comms Tab has local communications information. The phone, fax and email values are
those imported from a DOCLINE request, where available.
77.
The Preferred Delivery you choose here will also function as the Default Preferred Delivery
Method. The fields in the ISO ILL Information box aren’t used until the ISO ILL Implementation.
Library Information Form – Charges Tab
The Charges Tab contains information about charges and payment options. Most of the
information kept here is for libraries other than your own, but the Charge Profile you select in
the record for your own library will function as the Default Library Charge Profile that is
applied to newly created libraries.
This information is stored in tblLibPmtTypes in QuickDOC.MDB and is associated with the main
Libs Table by a matching LibrID field (it matches the Library General Code). The matching field
name is LibPmtLibrID. There is also an unrelated unique key field, LibPmtID, which will allow
for multiple Library Preferred Payment records at some later date.
Library Charge Profiles determine the default charge that is applied on initial filing of activity,
both Borrow and Loan, with another library (although the default can, of course, be changed on
any individual item). Charge Profiles must be assigned to each Library (they will otherwise be
assigned the Default) and are filed with the library record.
Preferred Payment Method is the method by which this Library normally prefers to pay. It
reveals a dropdown Combo Box with whatever values are in the Payment Methods
(tblPmtMethods) Table of QuickDOC.MDB.
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This value can also be left blank (you should see an empty value at the top of the dropdown list
when it’s first opened) as opposed to the usual (None) value, so long as the empty record is also
present in tblPmtMethods (don’t delete it by accident or design). The field name is
LibPmtMethod and allows 20 characters.
Your own Library’s Preferred Payment Method combo box will also set the Default Library
Payment Method, which is used as the default when creating new Libraries on the fly. The
Preferred Payment method assigned to other libraries will be used to determine how they are
billed. In general, though, items marked EFTS = Yes will be billed through EFTS, items marked
IFM = Yes will be billed through IFM, and anything else will be eligible for Invoicing.
PO Numbers may be entered in the Library Account Number field
You can enter a PO Number that will be printed on your Library Invoices to a specific Library by
entering it in the Library Account Number field on the Charges Tab. QuickDOC will then check
the Library Account Number field on each Borrowing Library's record when printing Invoices to
see if it contains something beginning with the 3 characters "PO#" and will print whatever is in
that field on the invoice if it does.
The reason for the initial PO# in that field is that, conceivably, one could use that field to record
any kind of account number, including credit card information, so I wanted to make it certain that
this was indeed a PO number and not any other kind of identifying number.
79.
Enter the PO Number in the format PO#1234567, without adding brackets, which QD will supply
at invoice time. You can include spaces or whatever other characters that may be needed, up to
50 characters in length. That number will continue to print on invoices to that library until you
come back into the library record and change or delete it.
The number will print, in brackets, e.g., [PO#1234567], at the far right of the second line in that
Library's address at the top (which conforms to the Billing Department---usually Library---in the
top address field of the Library record).
The EFTS payment supported should always be checked for your own Library if you want the
incoming Receipts from other libraries to show the EFTS status when they come in marked
“Epayment.” If this box is left unchecked, then no incoming Receipts will be marked
automatically as EFTS. It should also be checked in the record of each Library participating in
EFTS. If you uncheck this box in any library record, that library’s items will show EFTS = No
even if they arrive with the proper “Epayment” notation at the top.
AutoUpdate EFTS Choice
In earlier versions of QuickDOC, once you indicated that your library was an EFTS user by
checking the EFTS Payment Supported checkbox on the Charges Tab of your library record,
QuickDOC would automatically change the EFTS value to Yes for any Library whose request
comes in to you with an Epayment notation at the top. The rationale here was that this would be
a time-saver for newly-joining EFTS members: they could check their own checkbox and then
have other EFTS members in effect update themselves during their next Receipt.
This caused problems, however, for Libraries who had special Billing arrangements with other
libraries that were also EFTS members. These records kept being changed back to EFTS = Yes
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when they wanted it kept at EFTS = No. QuickDOC therefore now presents a Message Box
choice when you change your own EFTS value to Yes:
Answering No here will suppress that EFTS check for Library records on Receipt of a
request marked Epayment. Only newly-created Library records will automatically record the
Library as EFTS = Yes if the first Receipt from that Library is an Epayment.
Most libraries will choose Yes. You can also change this value at any time using the Check
EFTS=Yes on ‘Epayment’ Receipt checkbox on the first Tab of the Local Preferences form,
which is probably the easiest way to manage this value. The message box method is retained
only for the convenience of making the change at the same time you first update your EFTS
Payment Supported value to True.
If your Library’s EFTS payment supported box is unchecked, then the EFTS column in all Lend
Grids will be hidden by default.
The IFM payment supported checkbox for your library determines whether any item will be
marked IFM = Yes. If your IFM = Yes, and the Borrowing Library’s IFM = Yes, then all Lends to
that Library will default to Yes. A library may have both EFTS and IFM checked, but since only
the EFTS transactions are automatic, any payments made with IFM should be processed first,
before creating the EFTS Upload file.
If your Library’s IFM payment supported box is unchecked, then the IFM column in all Lend
Grids will be hidden by default.
If an item is marked either EFTS = Yes or IFM = Yes in the Lend Item backfile, it is skipped
during automatic Invoice creation. See the Library Billing chapter for more information.
81.
The State/Province Sales Tax box isn’t implemented yet and will have no effect.
To edit or add a Library Charge Profile from the Library Information form, click the Add/Edit
Chg Profile button to bring up the Library Charge Profile Information form.
82.
Library Charge Profile Information Form
Library Charge Profiles can be named in any fashion that makes the most sense locally. In the
case above, the name is an abbreviation for the main values contained in the profile: $11 to
borrow from this library; $11 to be charged for loans to this library; a Fax Surcharge of $5 for
both Borrows and Loans, and nothing in the Rush Surcharge value. Each Profile may also have
a Free Items Before Borrow (or Loan) Charge begins, which QuickDOC computes on the fly,
adding the base charge only after the free items total has been reached (currently set on a
Calendar Year basis, but a Fiscal Year setting will be forthcoming). There are Other and Special
surcharge boxes, but these are reserved for future enhancements.
To Add a Charge Profile, first click the Clear Form button to clear out any old values, then begin
typing in the new Charge Profile’s values. Once a Charge Profile is created, it must then be
assigned to individual Libraries whose charges match that profile. In most cases, a profile can be
applied to a number of libraries, so that when you change your charges at any point, making the
changes here will cause them to apply to any library with that Charge Profile in future activity.
(I'm not sure what causes this, but it's clear that we should restrict the names of all Charge
Profiles to alphanumeric characters. The QuickDOC.MDB database seems to choke when it's
asked to assign charge profiles like $11 or 12/15 to libraries, patrons or departments. Just to
make life easier, try to use ONLY alphanumeric characters when assigning a Charge Profile
Name.)
There may nevertheless be cases where a Library’s Charge Profile is applicable to that Library
only. In those cases, you might just name that profile after that Library’s LibID, but don’t forget to
assign it in the Library record, on the Charges Tab, as well.
You can also edit or add a Library Charge Profile from the Setup Menu:
83.
Library Information Form – Groups Tab
This Tab is used in other Library records to assign various Groups (called General and Special in
old QD). You can add this library to a Group by clicking on the Group in the box to the left and
then clicking the right arrow to move it over. New Groups can also be added here.
Add Libraries
The Add Libraries form is the same as the Edit Libraries form, except for the DOCUSER lookup
capability built into the LIBID text box. If you type in just the first two letters of the state or
province of the Library whose record you want to create, you'll get a list of records from
DOCUSER that begin with that state or province. The list is sorted in order by Institution Name,
so you may need to scroll down, and perhaps try a different name if your first choice isn't found.
Grab the right edge of the form and stretch it out if you want to see more of the Institution Name.
There may also be two entries for a single institution in those cases where they have more than
one entry in the DOCUSER List, but this quick lookup should be helpful in most cases.
84.
You can also do a search on the DOCUSER List, using any part of the LIBID or Institution Name,
by clicking the appropriate search button.
When adding a new Library record, use the NLM LIBID as the General Code when that is
possible (the library has a record in the NLM DOCUSER file). You can also double-check the
current DOCUSER file on DOCLINE to get the latest information.
Standardizing on the NLM LIBID as the General Code will prevent confusion in the future, should
you begin receiving requests from that Library on DOCLINE. When it receives that first item on
DOCLINE, QuickDOC will create a new Library Record under that LIBID (assuming it doesn’t yet
exist). This would give you two records for that library if you had used another code for the
General Code. To recover from this duplication, you can transfer activity from the old Library
record to the new one.
Transferring Library Activity
To transfer activity from one library record to another, use the following steps:
1. Compare the old Library record to the new, adding any unique data from the old record to
the new record on the appropriate Tab.
2. Edit the old record, changing the General Code field to match the new code and pressing
Enter.
3. A message box will appear (as illustrated here for a transfer from MAUNEN to MAUBET):
4. Click Yes if you want to move all activity in the database now assigned to MAUNEN to
the MAUBET record and delete the MAUNEN record.
5. Click No if you want to move all activity in the database now assigned to MAUNEN to the
MAUBET record but keep the MAUNEN record for future use.
6. Click Cancel to back out of the entire deal.
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If you choose either 4 or 5, above, all the activity assigned to MAUNEN in any table within
QuickDOC.MDB will be assigned to MAUBET. This is a quick way to Merge Library Records.
Printing a List of Libraries
Although there’s no built-in Libraries List Report, it’s possible to construct one of your own in the
following way:
1. Click Lend (or Borrow) and search the Lend Item (or Borrow Item) Backfile for ANY
value (it doesn't matter, as long as SOMETHING shows up in the Grid).
2. Then click File on the Menu Bar, then Export. This will export whatever values you
selected in Lend (or Borrow), but Export will also ALWAYS export the complete
Libraries Table into a file called Libs.txt in the Export folder just beneath wherever
your database is located.
3. You can then import this .txt file into Excel (or other program) and decide then how to
format the fields, which fields to include or exclude, and how to print it.
86.
Lend Function
Lend Information in the Database
Information on items loaned is held primarily in the tblLendItems Table in QuickDOC.MDB.
Associated bibliographic information for any item is held in the tblLendBibs Table. Information
on Lend activity is displayed in a Grid format, available by clicking the Lend button on the Main
Tool Bar or by clicking Lookup on the Menu Bar and choosing Items Loaned.
Date Format Used in Searching
In order to evaluate dates uniformly, QuickDOC uses a Short Date format based on the Regional
Settings of the machine on which it is being run (e.g., 23-Sep-2001 will display as 09/23/2001 in
English – U.S. format; as 23/09/2001 in English – Canada format, etc.). Dates displayed in most
cases will use this format.
(Because of an idiosyncracy of SQL Queries on Access-type databases, all SQL Search Dates
are re-formatted to English – U.S. for search purposes only, but this will have no effect on the
local format used or on the format displayed in QuickDOC. It will be transparent to the user.)
Dates displayed in Calendar Date Boxes for data entry will use the Month Day, Year format
(e.g., Sep 23, 2001) so as to skirt the date format issue entirely. These controls have some
degree of built-in intelligence, so that when you begin typing the month name it will often
complete all three letters if there is only one possibility---as in Sep, above). You can check the
local settings for your machine in the Control Panel, under Regional Settings.
Lend Grids
Lists of items requested are normally displayed in Grid format, showing either current requests
received and in process or those requests that have already been processed and either filled or
rejected (the Backfile), according to whatever limits are set. Searches can be limited by Date and
by choices on the ribbon bars. The Items Received Grid is normally the first one shown, but you
can toggle back and forth between Items Received and the Lend Item Backfile Grid by clicking
the ribbon button with the white background just above the Search Box. In addition, multiple
deletes and global column changes can be accomplished on any of the Grid views. Search
Dates selected are displayed (in local date format) in the box just above the Grid to the right, as
well as in a Tool Tip when the mouse is held over the By Dates button.
Request Number Searching in Lend
In all Request Number searches, whether made on the Items Received Grid or the Lend Item
Backfile Grid, if a part of the request number is entered in the Text Search Box (the box next to
“Containing” below), then ALL records meeting the search criterion are retrieved.
If the Text Search Box is left blank, then ALL Received Items will appear in the Items Received
Grid, and ALL Items for the selected Date Range will appear in the Backfile Grid. This broadbased response is unique to Request Number searching; all other searches are limited by the
criteria of the Grid used and by the range of Dates Selected.
An exception to the ‘All Dates’ rule for Request Number is made for searches where there is
something entered in the Search Box and the Search Criterion is Beginning With; Beginning
With Request Number Searches will adhere to the Dates currently set for searches. This is
intended to permit the searching of various non-DOCLINE items, entered manually with all
request numbers beginning with a certain phrase or letter, within the Dates specified. (E.g., if you
87.
enter all WEST CAMPUS items with a number beginning with WEST, they will be retrieved in a
Date Search properly with a search strategy of ‘Beginning With’ WEST.)
Items Received Grid
All items that have not yet been acted upon will appear in the Received Items Grid.
The Items Received Grid will be the first Lend Grid to appear during each session. This is to
ensure that the items still marked as ‘In Process’ are given at least a brief glance during each
session. Rows where the MAX COST is less than CHRG will be highlighted in red. A dropdown
box with ALL Libraries in your Libs Table is available in the Borrower Column by clicking the
down button (for some reason it takes three clicks the first time to drop the list down, but only one
thereafter). Fields with data that may be wider than the width of the column they reside in will
show the complete field information as a Tool Tip when you move the Mouse Pointer over that
cell (as in “Biochemistry” above).
Unlike the demonstration case above, the Items Received Grid should show ONLY current
requests not yet processed. Once an item is updated, either on DOCLINE or manually, it will
disappear from this listing and be available in the Lend Item Backfile Grid. If an item stays here
more than a day or two after it’s been updated on DOCLINE, then the update action may have
been lost. In that case, record the update action here by manually changing the Status value to
“Filled” (or “Not Filled” for a rejected request). The Received Date column should never have a
value older than a few days before.
You can toggle back and forth between these two Grids using the Ribbon Button with the white
background and blue letters. In the above Grid, clicking the “Go to ALL Lend Items” button will
switch to the Lend Item Backfile Grid.
Rush and Urgent Patient Care DOCLINE Requests
DOCLINE 2.7 introduced two new Level of Service categories: RUSH and Urgent Patient Care.
These two categories join Color Copy in the Special Handling group. The Urgent Patient Care
service level is defined as "process and ship immediately." The RUSH service level is defined as
“process and ship by end of day.” DOCLINE’s Time-Triggered Actions have also changed for
rerouting "Rush" and "Urgent Patient Care" requests. Requests not receipted on the day the
request routed will reroute the same night. Receipted requests not acted upon will reroute after 1
business day.
88.
Since both service levels are displayed to the left of the line on DOCLINE where Item Type (e.g.,
Journal) and Item Form (e.g., Copy) are displayed, QuickDOC will now look for these words as
well when importing data (screen shots below are from NLM 2.7 examples).
QuickDOC versions earlier than 2.1.7 cannot import these Type and Form values on Rush and
Urgent Care requests.
Current Lend Rush requests (those just Received) are moved to the top of the display in the
Items Received Grid (items currently received on DOCLINE but not yet acted upon) and will be
painted yellow as shown below.
The top request here is either a Rush or an Urgent Patient Care request and should be sent off
before the end of the day. Other Received items are then displayed in order of their Received
Date and LIBID.
Bill via EFTS only Requests
DOCLINE 2.7 also changed the way Bill To information is displayed. Because we can now direct
that requests be routed only to EFTS Libraries, Receipts will print out with a line beginning “Bill
via EFTS only to:” for those Libraries as well as the usual “Bill to:” toward the bottom of the
request.
89.
QuickDOC versions earlier than 2.1.7 will fail to record ALL Lend Receipts for EFTS Libraries,
since these look only for the “Bill To” line to know when the request is complete.
QuickDOC doesn’t monitor the Alternate Delivery line. Nevertheless, this is a major DOCLINE
addition, and QuickDOC will always record any change you make to the Delivery Method on
DOCLINE and change the local record accordingly.
Borrowing Library Charges – How and when are they computed?
The charge assigned to the item is calculated, based on the Library Charge Profile of the
Library sending the request, on first import into Items Received. It isn't automatically recalculated thereafter unless either the Delivery Method or Rush value changes. If you change a
Library’s Charge Profile, the new designation will take effect only on new requests; existing
charges will be unchanged.
But even existing item charges will be determined by the new profile if any of the signal values
(Delivery Method or Rush) are changed, causing a re-calculation using the new Charge Profile.
You can test this by changing a Library’s Charge Profile, then changing the Delivery Method on
one of that Library’s items, saving changes and then changing the Delivery Method back to its
original value. The new charge profile will determine the new value (assuming there is a
difference in value for that Delivery Method between the two Profiles). And it’s always possible to
change the Charge value directly, by double-clicking into the Chrg field and entering a new
charge; this new change will stick unless, of course, a later change in Delivery or Rush causes a
later re-calculation.
Lend Backfile Grid
All items that have been acted upon, either Filled or Not Filled, will appear in the Lend Backfile
Grid. Initially, the Date Range for searches will depend upon whether you’re using a Fiscal
Year or Calendar Year Start Date.
3.
If the Start Date is equal to Jan 1st (Calendar Year) then the Grid’s default
begin date is either:
a. If today’s date is before June 30th: the display would begin at the
first day of the month 180 days ago, e.g., on June 23rd the grid would
start the display with December 1st of the previous year or,
b. If today’s date is July 1st or later: the display would begin at the
beginning of the current year, January 1.
4.
If the the Start Date is later than January (Fiscal Year), then the Grid’s default
begin date is either:
a. If today’s date is later than the Fiscal Year Start Date: the display
will begin at the beginning of the current year, January 1 (e.g., if the
90.
FY Start Date is Oct 1, and today’s date is November 23rd, the
display would begin at 1 January of the current year).or,
b. If today’s date is earlier in the year than the Fiscal Year Start
Date: the display will begin at the Fiscal Year Start Date in the last
calendar year (e.g., if the FY Start Date is Oct 1, and today’s date is
June 23rd, the display would begin at 1 October of the previous year).
Current search dates are often shown in the gray box just over the top right of the Grid. Current
search dates are also available as a Tool Tip when you let the Mouse Pointer hover over the By
Dates Button for a second or two:
Excluding Not Filled Items from Items Retrieved
In the Lend Backfile Grid, Not Filled Items are usually included in the records retrieved, except
when a Search By Status of Request search specifically indicates that a certain status only is
expected (e.g., a search for Status Equals Filled will not, by definition, include Not Filled Items).
You can specifically exclude Not Filled Items from the records retrieved by checking the Exclude
Not Filled Items checkbox.
The same search, run with the checkbox unchecked, will include Not Filled requests along with
others retrieved using the criteria specified.
91.
Since the Items Received Grid, by definition, won’t include items with a Status of Not Filled, the
Exclude Not Filled Items checkbox only appears in the Lend Backfile Grid.
As with all Grids, the Ribbon Buttons just above the Search Text Box are used to stipulate a
common search type: Request Number, Library, EFTS, Charge and Status.
The total number of records retrieved by a search is displayed in the space just beneath the By
Dates Button.
The Name of the Grid being used is always at the top left of the form (Lend Item Backfile,
above). A Description of the Grid’s Search Results appears in the middle of the blue Grid
Header (“All Lend Items – By Request Number” in the case, above). Clicking any of the column
headers exposes a column context menu for that column, with choices for Show All Grid
Columns, Global Change, and Sorting A-Z or Z-A.
Selecting Grid records
You can select and delete a batch of Grid records by using the Record Selector button at the
left of each row to select the row (or rows). Selected rows are highlighted in blue, as shown in
the illustration below:
92.
In the view above, highlight rows you want to process by clicking their Record Selectors
(the buttons on the left column). To select more than one record, hold down the Ctrl key while
clicking, or press the shift key to select a range of records from the first record selected to the
end of the group you want to delete. To select ALL Records in the Current Grid, you can simply
click the topmost button over the Record Selector column (it has a small, inverted pyramid as an
icon), and you will notice that all rows in the Grid turn blue.
Setting the Default Date for Batch Processing
Unless you want the Default Process Date to be Today’s Date (the default), select the Date you
want applied to all items in the batch by clicking the ‘Set Default Date’ button. Use the Date Box
or the Calendar to choose the Default Process Date. This is the date that will be applied to all
items selected when each is Marked Filled or Marked Paid, appropriate.
Once you’ve selected the Default Process Date, make sure it’s registered by either pressing
Enter (if you’ve been entering it by typing in the date box) or by clicking the “Set Default Date”
button again. The current Default Date is always available as a Tool Tip if you place the cursor
over the button, as above. Once the Date is satisfactory, click the ‘Mark Filled’ or ‘Mark Paid’
button, and all records selected will be processed, one-by-one so that any database relationships
can also be updated.
Marking Filled Lend Grid records
Once you’ve selected the records to update, with the proper update date, you can mark all
selected records to Filled by clicking the Mark Filled Button. Only items still marked as
Received will be affected. Since DOCLINE items updated to Filled online should be registered
here automatically, you won’t have to use the Mark Filled batch method very often. But in cases
where the online update didn’t get through to update the database, this method can also be used
as a mouse-only check-in method:
93.
1. Click the Record Selector next to the item you want to mark Filled;
2. Change the Default Date if necessary;
3. Click the Mark Filled Button to record the change;
4. Repeat for any other manual check-ins.
Marking Paid Lend Grid records
This is useful for batch processing items you’ve filled for other libraries where you’re using
something other than an Invoice or EFTS Upload to bill them; this can be instances where the
libraries send along coupons to pay for the service, or where credit is given for reciprocal activity
between two libraries.
Once you’ve selected the records to mark to paid, with the proper date of payment set in Default
Update Date, you can mark all selected records to Paid by clicking the Mark Paid Button. The
item(s) will be filed away as Paid, with the charge equal to that in the CHRG column, using
payment method Other, with the note “DOCLINE Request.”
For the reciprocal Library, you might want to use the Credit Payment Method instead of Other.
Use the Payments form for this, rather than the Record Selector batch method. The easiest way
to get to the Payments form is to click in the Status cell for that row (it currently says Filled), then
click the To Pmts Button that will appear where the Forward Button was. This will bring you to
the Payments Forms, with much of the information automatically filled in. Just change the
Payment Method to Credit and add the payment.
Only items marked as Filled can be changed to Paid. If you have an item marked Invoiced or
Uploaded to EFTS or Paid, you must first delete the Invoice, etc., to restore it back to Filled
before proceeding. Use the Library Billing Grid to make these changes.
Deleting Lend Grid records
Once you’ve selected the records to delete, you can delete that batch with the Delete Records
button. Records marked 'Paid' or 'Uploaded' or 'Invoice' will not be deleted in this batch
process. They must first be marked back to 'Filled' so that any related Invoice or Payment table
information can be properly updated as well. Use the Library Billing Grid to make these
changes.
Global Updates of Lend Grid Columns
Perform Global updates by first editing the topmost record of a column where you want all the
records to have the same value. Once the top record has the correct value, perform the Global
change by left-clicking the header at the top of the column (such as "Chrg" above) to get the
Column Context Menu:
Choose “Global Search” from the list. The column will be highlighted and a message box will give
you a chance to back out, if necessary.
94.
If you click OK, all the values will change to $11.00, except for columns where processing has
moved to a state where a change in charge isn’t appropriate, such as Status of Invoiced, or Not
Filled. Similar restrictions apply to most Global Column Changes.
Most of the columns have Dropdown boxes, or Calendar controls, for choosing options. The
Delivery Method column can be changed by clicking on the Down Arrow and choosing from the
list:
If you start typing the beginning letters of the value (as in picKup, above), the selection should be
found as a matter of course. You can also open a dropdown box on any Grid either by clicking
the down arrow or by pressing <Alt><Down Arrow> in the field.
Save Changes Button
In any case where changes are made to values on any Grid, the changes are written to the
database whenever the focus is moved from the row that is being edited to another row on the
Grid. Just clicking on another row, or using the down arrow or up arrow keys will cause the
change to be filed. Once editing has begun, the Save Changes button will appear when there
are changes ready to be filed. This button is really just an alternative method of registering
changes, since any movement out of the row will do the same thing. The Save Changes button is
essential, though, when a Grid has but one row.
Clicking this button files any changes without the necessity of leaving the row.
95.
Quick Journal Times Loaned Report
To have a quick look at all Lend transactions for any title, just click into the Title cell in any Lend
Grid to expose a Quick Jrnl Rpt button. Click this button (or press <Alt><Q> on the keyboard)
to see a list of all times the Journal Title was loaned since the beginning of the year.
Displaying and editing Lend Citation records
The citation information underlying the records displayed on any Grid can be displayed by
clicking on the + sign to the left of the record. This information is kept in the tblLendBibs Table
of QuickDOC.MDB and contains the following fields:
BibRQNO
- Request Number, associates this record with tblLendItems
Citation
- Citation information
Article
- Title of the article loaned
Author
- Author of the article loaned
Copyright
- L or G, from the original request
Patron
- Patron name from request
The highlighted cell is shown as above and any of the information displayed (except for the first
cell, which contains the Request Number) can be edited in the usual fashion, by either clicking at
an insertion point or typing over the currently selected value.
The insert seems to display best, by the way, when the record to be opened is toward the top of
the Grid, where it displays underneath the current record, rather than at the bottom, where the
display will move the current record to the top, and then display the child record underneath it.
The effect of this movement can be confusing at first in the latter instance.
Searching Lend Grid Records
My boss is asking me how many loans have we gotten at no charge versus the amount
we've paid for. Is there any way I can get this for either what we've borrowed or what we
have loaned using QD?
The Compute Totals Report will give you average cost per Loan/Borrow but not absolute
numbers for Free and Not Free. But we can get these numbers fairly easily from the Lend Grid.
1. Open up the Lend Item Backfile Grid and choose the period you want to search.
2. Click the Search By Charge Ribbon Button and enter 0 as the Charge Equal To
choice.
3. Click Search and the total will be displayed as "nnnn Records Retrieved" just beneath
the Search Button. These will also include Not Filleds, though.
96.
If you want to eliminate those, left-click the header of the Status column and choose Sort
Descending. This will put all the Not Filleds near the top. Click on the Record Selector (the
small button at the far left) of the first Not Filled row, then scroll down and, holding down the Shift
Key, click the Record Selector next to the last row. This will select all records in between and will
show you the total: "nnn Records Selected" on the upper left. Subtract this number from the total
and you have your Lend answer.
Print Lend Grid Records
The Print Recs button provides a quick way to get a printout of a Grid. The first time you
choose to print you'll be brought to the Page Setup screen, to choose your typical print
parameters (Margins, Orientation, etc.).
Page Setup for Printing Lend Grid Items
These are saved as defaults (in a file called PageSet.dat) and used for subsequent print jobs. If
no settings are chosen, then the Page Setup form keeps coming up, so it's a good idea to pick a
default setting. Also, when you change printers, or if you encounter a Printer Not Found error
when trying to print from the Grid, you can force a new Page Setup by choosing Reset Printer
from the File Menu. This will clear out the current PageSet.dat file so that all new values can be
written for the new printer. You’ll need to exit QuickDOC and re-enter for the Printer Reset to
take effect.
Because the Print Setup is used mostly in the Grid Print process, the print-related choices on the
File Menu are often not enabled if a Grid is not being displayed. If the choice you want isn’t
enabled, just open any Grid and populate it with some records. That should give you the
following version of the File Menu (under File on the Menu Bar):
97.
If the number of Grid records equals a print job of two pages or less, it will be sent directly to the
printer. There are approximately 30 lines on each page for Landscape and 37 for Portrait, so
that reports of fewer than 61 or 75 records, respectively, will be printed directly. If the report is
longer than that, you'll first get a message box asking whether you want a Print Preview first,
where you can choose the specific pages to print.
Under Print some pages, you can choose the specific pages to print.
In the example above, we've chosen to print the first page, plus pages three and four.
You can also choose to print just Selected Records. First, select the records you want to print
by clicking on the Record Selector button (the leftmost column on the Grid). Hold down the Ctrl
key while selecting to add multiple records, or hold down the Shift key after selecting the
first record and click the Record Selector of the last record in the group to select all
records in between.
98.
[This is the Record Selector column.]
[All dark blue rows are selected.]
Add Lend Item Form
Selected with the Toolbar Add Lend button, or from the Menu Bar under Add New, and Lend,
this form adds a record to the Lend Item backfile. It can be a Non-DOCLINE item or an item not
successfully captured through QDPortal. The Add Lend Item Form also includes access to
the Libraries List, for selecting the Borrowing Library, as well as a Journal Titles List (which is
searchable by Title, ISSN or NLM UI), which can also be used for incremental data entry. You
can also use the Down Arrow key to locate the Library (or Journal Title) and the Enter key to
choose the highlighted selection and transfer the information to the Add Lend Items form.
If you begin typing the LIBID when the Libraries List pops up, the selection will begin travelling
down the list until it reaches the LIBID in question (assuming it’s already in there).
Clicking on that list item (or pressing Enter when the item is highlighted) effectively registers your
choice. Once you choose the Library from the list, the Library's values for LIBID, Default
Charge, Preferred Delivery Method and EFTS status are filled in at the same time. If you
99.
don't want to use the Lookup List, you can enter the LIBID directly (assuming you know what it
is) by exiting the Libraries List without making a choice:
1.
Double-click in the LIBID box (or press the Left Arrow Key) to return focus from the
Libraries List to the Borrower box on the Add Lend Item form.
2.
Type in the LIBID.
Check the libraries box to the right and it should match if your typed-in value is in the database.
Default values are also the settings for each of the Combo Boxes, although any others can also
be chosen from the dropdown list.
The program keeps a table of Journal Titles, ISSNs and NLM UIs, sorted alphabetically by
either ISSN or Journal Title, which can be used for authenticated data entry. Choosing an item
from the list will fill in both the Title and ISSN text boxes.
The first match after four digits will move those values over to the Add Lend Item form. But keep
entering the ISSN until it travels down the Journal Titles – ISSN List to the correct Journal Title.
At that point press Enter or click on the entry to move the values for ISSN and Journal Title over
to the Add Lend Form.
If you don’t know the ISSN, leave it blank and use the Title box in much the same way: For an
incremental Journal Title Search begin typing the Journal Title, using the common QuickDOC
abbreviations (see below) and the list will be populated after the fourth character. Continue
typing until you reach the desired title (it would require Br J h to get there in the above case).
You can also use the Journal Search button in the Add Lend Form to search on title words:
100.
would return all titles with “trauma” in the Journal Title.
Use the New Journal Title button to move to the Add/Edit Journals Form to add a title.
Once the Journal ISSN and Title have moved over, a new Edit Journal Button appears, which
can be used to move directly to the Add/Edit Journals Form:
If the Journal Title is not on the list, you can add the Title and ISSN so that it's included in future
lists, or you can just add the title for this request only (without the ISSN). Since we don't keep
track of ISBNs, this will always be the case for monographs.
When entering titles directly, either here or in the Edit/Add Journal Title form, try to use the list of
Journal Abbreviations that appears just off the right side of the form, so that future sorting and
displaying of Journal information can be consistent. You can enter a Journal abbreviation by
clicking on it, or simply by typing it in on the form.
Journal Abbreviations used in QuickDOC are few and fairly standard.
101.
Journal Abbreviations
An attempt will be made to automatically format data entered for Citation information, etc., so
that keyboard data entry can be as efficient as possible. In general, the following rules obtain:
1. You can retrieve the last entry made in any text box during the current session by
pressing <F3>.
2. Borrower choice is made from the Libraries List. For Borrower last entry, first press the
left arrow key to exit the list, then press <F3>.
3. Entries with Combo Boxes respond to typed entries by travelling down the list of choices.
4. ISSN and Title boxes present a list matching the first three letters typed and then travel
down that list for each additional letter typed. Press Enter when the correct item is
reached.
5. Borrower Charge box is completed with the default charge filed for that Delivery Method
in the Borrowing Library record.
6. The Max Cost box is automatically given whatever value is entered in the Charge text
box.
7. Date fields and Combo Boxes retain the values from the previous entry as defaults.
8. All citation information (including Month) can be typed in lower case and QuickDOC will
attempt to reformat after you press Enter for that field (you can press the Up Arrow, or
Shift-Tab, to return to a previous field if the automatic format is not to your liking).
9. When typing in page numbers, if you press the dash (-) after the Start Page the cursor
will jump directly to the End Page.
10. The Print Copy Checkbox will retain its last value (True or False) from session to session.
11. The Alt-A accelerator key will work to simulate a click of the Add Record button from
anywhere on the form
The Print Copy checkbox determines whether a printout of the information for this request will
be after the record is added. If you want hardcopy printouts of each item added, check this box.
Once the box is checked (or unchecked), that value is filed in the tblLocals table of
QuickDOC.MDB as
PrintLendAdd = True
102.
and becomes the default thereafter.
Requests are printed two to a page, so you won’t actually see the first printout until after the
second request is entered. If the Exit button is clicked after an odd number of records were
added, the last request will be printed at that time on a page of its own.
Since these printouts use your Default Printer, it will also use whatever default settings your
printer was left at during your last print job. Watch out for situations where the printer was left at
Landscape instead of Portrait, or where some other application set the printer to some special
setting and never reset it back. Strange characters may result in the latter case. Turning the
printer off and on will usually reset the default settings.
Print Format of Added Lend Request
Lends added using the Add Lend Item Form have the following format:
Added Lend Request Number: 44297
Date Added: 7-Nov-01
Borrower LIBID:
Journal Title:
Citation:
Article Title:
Article Author:
ISSN:
MAUHMS
Science
1999 Dec;286(5448):2248NIMH
Holden C
0036-8075
Request Status:
Item Type:
Delivery Method:
Patron:
EFTS Pmt:
Charge:
Max Cost:
Filled
Journal
Fax
Smith
True
$11.00
$11.00
Date Recd:
Date Filled:
Date Paid:
7-Nov-01
7-Nov-01
Source of Request:
Item Form:
Copyright:
DOCLINE
Copy
CCG
Rush Request:
False
Dates on Added Lend Records
Today's Date will be the default date for records added, but previous values are kept from record
to record in most cases, so that repetitive data entry might be reduced. In all data entry Date
fields, the format is now mmm dd, yyyy, so that International dates can be entered in a format
understood no matter what the machine's Date setting format might be. If you press "D" in the
Date Rec'd text box, below, the entry will jump to "Dec" since that's the only match. You can also
use the dropdown calendars, as always, for entry of dates.
103.
Entering Multiple Lend Records
There are function keys in Add Lend Data Entry Fields that may help with data entry when
entering multiple records.
The <F3> Function Key will Restore the Previous Entry in this field.
The <F5> Function Key will Clear this field.
The function keys in Add Lend Date Fields have specific duties:
The <F3> Function Key will enter Today’s Date.
The <F4> Function Key will display the Calendar (useful if your hand is on the keyboard, not the
mouse).
The <F5> Function Key will Clear the field.
104.
Library Billing
Monthly Billing Overview
QuickDOC can be used to manage Monthly (or other periodic) billing by Invoice, by EFTS (a
system run primarily for Medical Libraries through the University of Connecticut Health
Center), by IFM (a system run by OCLC for OCLC items), by Deposit Account or by individual
request payment.
Suggested steps are as follows:
1. Open the Library Billing Grid and set the dates for the period to be billed.
2. Click the Search By Status of Request ribbon button to search Filled items only.
3. If you have Libraries with reciprocal agreements or other creative financial
arrangements, you can process these first, either by
a. changing the charge to 0.00, or
b. clicking into the Status Field (currently set to ‘Filled’), exposing the To Pmts
button, which will allow you to post the payment with Payment Method
Credit, or
c.
whichever other method you use to make these ineligible for EFTS Uploads
or Invoices.
4. If you have items that will be paid by IFM, check those next.
a. Click the IFM Header and choose Sort Descending to put all IFM eligible
items at the top;
b. Make sure EFTS = No for all those that will be paid by IFM (items with EFTS
= Yes and IFM = Yes will be included in any intervening EFTS Upload,
although not on Invoices);
c.
Change the IFM value to No for any IFM item you want to bill by Invoice or
EFTS.
5. If you have items to be billed through EFTS, check those next.
a. Click the Show EFTS Upload Items ribbon button and set Equal To TRUE
to see the items from that period that will be included in an EFTS Upload
File; scan to be sure that the charges are appropriate;
b. If you have time, also check the same with the value set Not Equal To True,
to see the items that will NOT be included; in some cases you may wish to
change the charge or the EFTS value if it hasn’t been set properly. In most
cases, if you sort by Borrower after getting this list, any anomalies will stand
out amidst that Library’s other activity.
c.
All the items in the EFTS Not Equal to True list will be either Free (never to
be billed), IFM = Yes (waiting to be paid by IFM), or ready for Invoicing.
6. Run the Create EFTS Upload File process, which will change the status of those to
Uploaded.
7. Run Invoices for that month.
105.
Billing Options and Forms
The Library Billing Grid
Choose the Library Billing Button on the Tool Bar to get to the Library Billing Grid.
This Grid shows Billing-related information, including Paid Date and the Invoice Number or EFTS
Upload related to each item. When you select the Library Billing Grid, an additional criterion on
Charge <> 0.00 is applied, so that the Library Billing Grid won't included FREE items.
The Library Billing Grid also includes two special Ribbon Search Buttons:
Show EFTS Upload Items Search
Create Invoice By Library
The Show EFTS Upload Items button can be used to provide a quick display of items that will--or will not, depending upon the Combo Box choice---be contained in an EFTS Upload file for the
Dates chosen. This choice is explained further in the EFTS section, later.
The Create Invoice By Library button creates a list of items for the Borrower selected that
qualify for Invoicing during the period from the Beginning Date to the End Date selected. A brief
discussion of this tool is included in the section below.
This list, for the period 1-Sep-00 to 30-Sep-00, contains all records with a charge for the period
specified (leaving the Search Text Box blank will always get all matches). The items for
MAUHLO have already been invoiced and paid, and the Invoice Number appears in the rightmost
row of the Grid. If you hold the cursor over a partially revealed value, a tool tip will pop up with
the complete field information. If you want to make a horizontal scroll bar appear at the bottom of
the list, so that you can scroll to make the last column appear completely, drag the vertical bar
between 'Source' and 'Invoice' in the header to the right (making the Invoice column even
smaller); once it reaches a width where it's nearly invisible, the scroll bar at the bottom will
appear, to facilitate moving that row into view.
106.
The Library Billing Grid, because it automatically screens out FREE items, makes searching and
editing a bit less complicated for preparing Invoices and EFTS Uploads, but be sure to check the
general Lend Grid periodically for items mistakenly filed as FREE. Clicking on a cell in the
Borrower Column of any Grid will expose the To Libs button, where a Library's charge may be
quickly edited, so that future requests are filed with the proper charge.
Set Local Preferences for Library Billing
Before printing Invoices for the first time (and whenever you need to make changes to any of the
Invoice boilerplate information thereafter), check under the Setup Menu for Set Local
Preferences, which contains values for items normally printed on an Invoice and other local
choices for Library Billing.
See the Local Preferences section for more information.
Print Invoices
Print Invoices is the third choice under the Billing, EFTS Menu.
The Invoice choice is also available under the Reports Menu Bar item, Loaned Items. Use
either of these methods to print a regular monthly Invoice run. See 'Create Invoice By Library',
below, for a method that will print an invoice for a single Borrower (or a selected group of
Borrowers) only. Invoices can be printed to Print Preview, in order to get an idea as to what will
be generated, or to any Printer that shows up in your list of Printers. Invoices can also be
printed with up to 5 copies on each run.
Invoice Numbers are composed of the LIBID of the Library being billed and a sequential
number, running from 0001 to 9999 before resetting, to further create a unique number. The last
Invoice Number used is kept in the tblLocals Table in QuickDOC.MDB, under the tag
LastLendInv.
Methods for Printing QuickDOC Library Invoices
QuickDOC includes dropdown combo boxes on the Library Invoice form (under Billing, EFTS on
the Menu Bar) for choosing the Printer to print to (as well as the default Print Preview) and the
107.
number of copies to print. In most cases this arrangement will be the easiest to use and most
convenient.
In some situations, however, access to the full Windows Print Menu might be necessary in order
to set some specific printer value just for the Invoice run to be printed. One such option might be
the ability of some printers to collate reports with more than one copy to be printed. Typically,
collation means that any report set to print more than one copy will first print the first copy all the
way through, then the second copy all the way through, etc. In most cases, for reports, this is
what you want.
In some cases, though, and the printing of multiple copies of Invoices is the obvious example,
collation is not what you want. Multiple copies of Invoices should stay together, so they can be
mailed together.
In order to provide this option, QuickDOC will activate the Print choice on the File Menu when
any of the Invoice choices are selected under Billing, EFTS on the Menu Bar. If you need to set
some specific printer setting, use this method rather than the boxes provided on the QuickDOC
Report forms. Here’s the Library Billing example:
Ignore the choices on the Report menu and click File on the Menu Bar, then Print, to get the Print
Menu. On the Print Menu, select the Printer Name you want to use, the number of copies you
want to print (any number of copies you might have selected on the Library Invoice form will be
ignored), and any other Printer Properties (such as collate, for example) that you want to apply
to this print job.
108.
Your Print Menu may look slightly different, depending upon the version of Windows running on
your machine and the printer’s capabilities. Once the selections are made, click Ok to return to
the Invoice Form.
You’ll notice that the Print To and Copies boxes now show your selections made using the
Windows Print Menu, but that they are now disabled (grayed out). This alerts you to the current
settings and reminds you that the changes were made on the Windows Print Form, not this one.
The other values, Begin Date, End Date, etc., are still available and can be changed at any time.
If you want to stop using the Windows Print Menu settings, first go back to the Print Menu,
using the File, Print method. Undo any changes you’ve made just for this batch Invoice run, so
that the Windows Printer defaults are returned to their normal settings. Click Ok to save the
109.
Windows settings, then Exit to quit the QuickDOC Invoice form. When you come back in the
Print To and Copies boxes will again be enabled and ready for use.
It’s probably a good idea also to get in the habit of revisiting the Windows Print Menu after each
Invoice batch is run and before exiting the Print Invoices Form, to avoid leaving the printer at
settings that will be an unpleasant surprise when some future report is printed.
Print Trial Invoices
The Print Trial Invoices choice, above, prints exactly as the Invoice run will print, except that
Invoice Numbers aren't assigned, and only one copy of each Invoice is printed. Use this instead
of the Print Preview to generate actual invoices that can be used for proofreading and editing
prior to running the actual invoices.
How Items are Selected to be included in an Invoice:
1.
The item must have a Charge (or Credit) other than 0.00
2.
EFTS must be No.
3.
IFM must be No.
4.
Status must read Filled.
In the Billing Grid below, only the last two items, with the red check marks, would appear on an
invoice run, either the automatic batch run or an individual Invoice printed frem the ‘Create
Invoice’ button:
The Invoice is printed in the following format (this is the Print Preview version; the Printed
versions is exactly the same, but also includes a Bold Invoice Total at the top, across from the
Borrower's address):
110.
Once the Invoice is printed for an item, the Invoice Number is available on the Library Billing
Grid, in the Invoice column.
Library Invoices and Window Envelopes
There’s a Move Invoice Address Up (1, 2 lines) choice on the Billing Prefs Tab of the Local
Preferences form that can be used if your Invoice Address doesn’t quite fit the window of your
window envelopes. You can move that address section up either 1 or two lines toward the top
(you can push it down by adding additional lines to your return address, although this is not
usually necessary. Moving the address up 1 line is accomplished by removing the blank line
between the Invoice Dates and the Invoice Number line, as illustrated:
Move Up values are ignored for HTML Invoices, since these are delivered by email and won’t
need a window envelope.
111.
Moving the address up 2 lines is accomplished by eliminating the blank line between the Invoice
Dates and the line with the Invoice Number in the middle, and also moving the Include copy of
Invoice or Inv No. with payment line from just above the Bill To address to a line just below it
and just above the line that separates the header from the column headers of the Invoice.
For Library Invoices, where the Our Cost Center value may not be as important, you can also
generate an easy move up of about a half a line by not including a Cost Center value for Library
Invoices. Weigh this small move up against the necessity (or lack of it) that the payer should
know your Cost Center when making payment and eliminate it if it’s not necessary and you want
that extra move up for the Bill To address.
A typical Library Invoice with a 2 line move up will appear as follows, with both the removed lines
indicated:
Library Invoice with Invoice Address Above Return Address
If you have checked the Put Invoice Address above Return Addr checkbox on the Local
Preferences form, the Invoice Address will appear on top. This is useful for window envelopes
where the window appears about halfway up rather than toward the lower left of the envelope. In
such cases, folding the invoice in thirds may produce a result like the following:
112.
After checking the checkbox, the positions are reversed (also adding a 1-line move up pushes the
Invoice Number line above the window as well):
Library HTML Invoices with Invoice Address On Top
Unlike the Move Up 1 and Move Up 2 operations, which aren’t reflected in HTML versions of
those invoices, when you swap the Return Address and Invoice Address in printed invoices, this
swap also occurs in the HTML versions of the Invoice:
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Again, because these invoices aren’t mailed, address placement isn’t crucial.
PO Numbers printed on Library Invoices
QuickDOC will print a Borrowing Library’s Purchase Order Number on Invoices sent to that
Library once that number is entered in the Library Account Number field on the Charges Tab of
that Borrowing Library's record. All Purchase Order Numbers must begin with the 3 characters
"PO#" in order to be recognized as such.
The reason for the initial PO# in that field is that, conceivably, one could use that field in the
Library record to save any kind of account number, including credit card information, so I wanted
to make it certain that this was indeed a PO number and not any other kind of identifying
number. The Library Account Number field is on the Charges Tab of the Library Information
form.
Enter the PO Number in the format PO#1234567, without adding brackets, which QD will supply
at invoice time. You can include spaces or whatever other characters that may be needed, up to
50 characters in length. That number will continue to print on invoices to that library until you
come back into the library record and change or delete it.
The number will print, in brackets, e.g., [PO#1234567], at the far right of the second line in that
Library's address at the top (which conforms to the Billing Department---usually Library---in the
top address field of the Library record).
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If the library record has nothing in that space, the PO Number will print on the second line, just
beneath the Institution Name, in the spot where the Library name would otherwise print.
Rush Requests note on Library Invoices
When an item on a Library Invoice is a Rush Request, which will normally incur a Rush
Surcharge, the Invoice will show an R to the right of the charge, and an explanation, [R = Rush],
next to the total charge at the end of the Invoice. Rush item surcharges will appear as follows:
115.
Library Invoice Comments
There’s an Add’l Comment entry on Invoices option available on the Billing Prefs Tab of the
Local Preferences form for entering a brief comment (up to 75 characters long) that will print at
the bottom of the Library Invoice.
Invoice comment lines appear at the end of Invoices, after the Totals line, with a horizontal line
separating the comment from the Invoice section. Here’s an example for a Library Invoice:
The comment will be printed at the center of the page, just under the horizontal line. The limit of
75 characters is set to ensure that there will be enough room for a cleanly centered line (the
comment above is 62 characters long), no matter how many uppercase or other wide characters
are used. If there is no Additional Comment Line, the horizontal line will not be printed.
Canadian Bilingual Format for Library Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your Library Invoices will have bilingual (English/French) labels in most cases. Item data
will still be in English (unless it was entered in French under Add Borrow or Add Lend), since it’s
been imported from DOCLINE, and address information will be as entered in the Library record
and on the Addresses Tab on the Local Preferences form, but bilingual labels will be displayed on
the printout wherever possible.
Even with these changes, if you’re using bilingual labels, you should try to keep the entries for
Make Check Payable To/Prière de faire le chèque à l’ordre de and Terms/Conditions as
concise as possible, since space here is limited.
Here’s an example of the Library Invoice with Use Canadian Invoice format checked:
116.
A Canadian (bilingual) Library Invoice with a Bill To address moved up 2 lines might look like
this:
HTML Invoice option for Electronic Billing
At the time Library Invoices are printed each month, you can opt to save a copy of each Invoice
as an HTML file. These HTML versions of the Library Invoice can be forwarded as an email
attachment to Libraries you wish to bill electronically. To save an HTML version of an Invoice
run, check the Also save each Invoice as an HTML file checkbox on the Lend Reports form
after choosing the Invoice Report. Invoices printed, or reprinted, from the Library Billing Grid will
also provide a prompt for this save.
117.
.
If this box is checked, a copy of each invoice will be saved in the Export folder that always exists
just beneath the location of the QuickDOC.MDB database. All Library Invoice HTML files will
be in the format LInv#### (where #### is the actual four-digit invoice number), e.g., LInv1234.
Since these files aren’t created during Print Preview, it will be necessary to print at least one copy
of the invoice in order to have the file generated. Once the files are made, you can use the
printouts to identify the files to send as email attachments. They will all be together in the Export
folder:
118.
These HTML Invoice files will be deleted when an Invoice is deleted, and also when an
Invoice is paid, but it will be useful to clean these files out from time to time to prevent clutter. If
you delete an HTML Invoice file that you later want to resend, you can recreate it by running a
Reprint of the original Invoice.
HTML Invoices are quite similar to printed Invoices and will be displayed in whatever might be
the default Browser of whoever clicks on the file icon. Displayed in Internet Explorer it looks as
follows:
HTML Invoice files are also saved when printing or reprinting Invoices from the Library Billing
Grid, below.
Bilingual HTML Library Invoices
Bilingual HTML Invoices (Canadian Format Library Invoices) are even more constricted in
space than the regular printed versions, since some of the fonts used in the HTML format take up
more space than the typical printed format. Because HTML Invoices aren’t mailed, though, the
placement of the Address and Return Address isn’t as critical as in a normal Invoice.
Here’s an example of a Canadian format Library Invoice:
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Create Invoice By Library
The Create Invoice By Library button creates a list of items for the Borrower selected that
qualify for Invoicing during the period from the Beginning Date to the End Date selected. Here's
the list for MAUCOM (I changed their EFTS value to 'No' so they would qualify for Invoices)
created for the 01-Sep-00 to 30-Sep-00 period:
Notice that the 'Print' Button above the 'Records Retrieved' panel now says 'Print Invoice' rather
then 'Print Recs'. If you click this button, an Invoice for these items, for this Borrower, will be
printed, using the last Printer you specified when printing an Invoice Run, and in the number
of copies specified then, as well.
120.
Before the invoice is printed, if you’ve indicated in your Local Preferences for Library Billing that
Ask is your choice for printing HTML Invoices, a message box will appear asking about this
before each print or reprint; just press N to dismiss it without saving as HTML, or Enter to save a
copy. Unused copies won’t hurt anything, but will require cleaning out that Export folder from
time to time.
If your invoice goes to Print Preview, rather than to the expected Printer, it’s likely that the printer
value stored for printing Invoices is out of date or missing. You can reset this value as follows:
1. Go to Billing, EFTS on the QuickDOC Menu Bar and choose Invoices, Print;
2. Choose dates where you know there are no actual invoices left to be printed (e.g.,
beginning and ending dates of last Sunday);
3. Select the correct printer from the list;
4. Click the Print button.
You’ll get the No Records to Print error message, and no invoices will be printed, but the
InvoicePrinter value will be reset. Thanks to Christine Adams for this solution.
Library Invoice Numbers
Library Invoice Numbers are created using the Borrowing Library’s LIBID, a space, and a
formatted four-digit number running from 0001 to 9999. The count for Library Invoice Control
Numbers is kept in the value LastLendInv in tblLocals. A typical Library Invoice Number is
MAUMGH 0002. (Invoice Numbers for EFTS Uploads are equal to the EFTS Upload File
Name.)
After 9999 the number resets back to 0001, so that there will be about 10,000 invoices before the
control number reappears. Even then, the LIBID in the first part of the number should, in most
cases, make it unique. Nevertheless, QuickDOC will check tblInvoices first, to prevent
duplicate Invoice numbers. If the invoice number already exists in tblInvoices, then the
Library Invoice Number is altered, by adding a single digit in the space between the LIBID and
the control number, from 1 to 9 and then from A-Z, until the resulting number is unique in
tblInvoices. If the next Library Invoice number is 0002, and the Library is MAUMGH, and an
Invoice number MAUMGH 0002 already exists, the Invoice number will be changed to
MAUMGH10002:
Duplicate EFTS Invoice/File Names are made unique by adding the 1-9 or A-Z at the end of the
filename. HTML Copies of Invoices will also use the augmented version of the Invoice Number,
but the filename saved will ignore the newly-added digit, so that invoice MAUMGH10002 will be
found under filename LInv0002 in the Export folder.
121.
Reprint an Invoice
You can Reprint a single Invoice for any invoice listed in the Invoice Column on the Library
Billing Grid by clicking once on the Invoice cell to be reprinted, then clicking the 'Reprint'
Button.
Invoices reprinted in this way will be printed, using the last Printer you specified when printing an
Invoice Run, and in the number of copies specified at that time. The Reprint will include all items
with that Invoice Number in the Invoice column and will re-calculate the Invoice Total as it prints,
so that, if you delete an item, and then reprint that Invoice, the Invoice will include the original
invoice total at the top, but a revised total at the bottom.
On Invoices Reprinted from the Library Billing Grid, you are asked before each Invoice is printed
whether you also want an HTML Invoice file saved:
This question will appear before each print or reprint; just press N to dismiss it without saving as
HTML, or Enter to save a copy.
Rather than deleting items included in an Invoice and then reprinting, it's best to create a new
invoice, if the original hasn't already been sent, or add an adjustment (a payment) equal to the
charge for the item you don't want to include, since payments are factored in when an invoice is
reprinted.
Payments made on an Invoice are subtracted from the Invoice Total at the top, and are
also noted as Payments at the bottom of the Charge column, along with both the original
and revised Invoice Totals.
List of Invoices Outstanding
The Billing, EFTS Menu Bar choice also includes a Report of Library Invoices Outstanding. This
report includes all invoices generated during the period specified that have not been paid, or have
received only partial payment.
122.
This list can be used to reprint a second notice for selected invoices. A more automated process
for generating second notices is still planned for some time in the future.
Deleting an Invoice - Library Billing Grid
If you click once in the Invoice column of the Library Billing Grid, the To Pmts button will appear
just above the Grid. Use this button both to delete (or post) payments and to delete the Invoice
listed in the LocalInvoice column. If there is a payment posted to the Invoice, you must first
delete the payment before deleting the Invoice.
The Payment Information Form for an the Invoice specified in that Invoice cell will appear when
you click the To Pmts button. If there has already been a payment on this Invoice you must first
delete the Payment by clicking the Delete Payment button. This will produce the usual
Message Box asking if you are sure. Click Ok.
When you click Ok, the payment is deleted and the affected items in the Grid are returned to
Invoiced status. We’re now ready to delete the Invoice. Click back into an Invoice cell that
contains the Invoice we want to delete. Then click To Pmts again. The Payments Form
reappears.
If the Delete Button still reads “Delete Payment,” click once on the Invoice Number Combo Box.
The button will change to “Delete Invoice” and will be enabled. After you click the Delete Invoice
Button, you’ll get the “Are You Sure?” Message Box. Click Ok to delete the Invoice.
After you click Ok, the Invoice will be deleted from the Invoices Table, all items in the Grid for that
Invoice will be reset back to Filled, and the Invoice value will be blank.
Rerun a batch of Invoices
You can Rerun a batch of Invoices just printed by using the Global Change function on the
Status column to reset all the invoiced items back to Filled. This process will also remove each
item from the Invoices Table (tblInvoices) and delete each invoice when all of its items have
been deleted. The steps are illustrated below.
123.
1.
Set the Dates to the same dates for which the batch of invoices was run.
2.
Click the Search By Status Ribbon Button and choose Equals Invoiced.
3.
Click Search to retrieve those items.
4.
Change the Status of the top row from Invoiced to Filled and click Save Changes.
This step will also remove the charge for that item from the Invoice Record in
tblInvoices.
5.
Click the header on the Status Column to get the Header Context Menu.
6.
Click Global Change. This will select all the items in that column for change.
7.
Click Ok at the message about changing to F (F is the code for Filled).
124.
8.
Status will be changed back to Filled for all; Invoices will be deleted from tblInvoices
once all the Invoices items have been reset back to Filled; the Invoice column will be
cleared; and these items will now be eligible for a new Invoice run on the Billing,
EFTS menu.
Adding an Invoice Processing Charge to each Invoice
Our library director has decided to institute a fee for invoicing (in order to encourge use of EFTS instead).
How do I add a $5.00 processing fee onto the invoice in QuickDOC?
One approach might be to create a special Lend Item for the processing fee and add it to the
Lend Item Backfile for each library to be so charged with Received and Processed Dates of the
last day of the Invoice period. Use the Add Lend Item form to create the item:
Use a Request Number in the format LIBID + INV + Month + two-digit year, so that the record
number will be unique. Using the Monograph Type allows for using a dedicated phrase for the
title, such as Invoice processing fee, as above. Typing Chg for invoicing in the Issue field will
cause it to be printed in parentheses on the invoice line. Finally, if all these items are charged to
a Source, such as Other, that is not used for anything else, then these ersatz items can easily be
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deducted from real loans in Compute Totals to arrive at actual ILL documents delivered to
Borrowers.
Once the item has been added, it will show up in the Library Billing Grid as follows:
and on the invoice:
It might also be smart to include an insert describing the reason for the charge, and the method
by which it could be averted (EFTS or IFM, etc.).
Fixing Library Charges Before Invoice Printing
The situation: I am encountering a problem regarding the fee that our library charges for ILLs. We charge $5.50 for
interlibrary loan requests from other libraries, whether we send them via surface mail or fax.
I have specified this fee on our library's setup form on QuickDOC and have selected it as the default charge profile.
When I preview invoices or just view a listing of the items we have sent, QuickDOC lists our charges as $9.00 and
$12.00 (fees listed in the NLM profile). How can I change this?
You should have a Library Charge Profile that represents that charge schedule (named
something like 5.5Lib, and showing a Charge for Borrow of 5.50, Charge for Loan of 5.50 and
everything else at 0). You can set this up by adding that profile under Setup on the Menu Bar,
Edit Library Charge Profiles. Just type in the new name (5.5Lib) and add the values.
Once the profile exists, click Setup and then Setup Form, and choose the 5.5Lib profile from the
dropdown box. This will make 5.50 your default charge FOR NEW LIBRARIES being created.
For those already created, though, with a different charge profile on the Charges Tab, you will
have to make the change on each.
126.
The best way to do this is on the fly. Watch the CHRG column on any new Receipt or Borrow. If
you see one that says 9.00 or 12.00, and which should be 5.50, you'll know that this is one that
hasn't been changed. Click on the LIBID cell for that row; this will expose a 'To Libs' button on
the upper right. Click 'To Libs' and then the Charges Tab on the Library record. Change the
charge profile to 5.5Lib and click Ok. This will set it up properly for the future.
We're now back on the Grid. Double-click on the 9.00 or 12.00 CHRG and change it manually to
5.50. You can also search for that LIBID and change any older ones also, as long as they
haven't already been invoiced or paid.
Repeat for the next Library that needs to be updated.
Changing Library Charge after Invoice or EFTS Upload not allowed
Once an invoice is printed, or an EFTS Upload File has been created for a Library, you’ll get an
error message (“Change $ not allowed here! First change back to Filled”) if you try to change
the charge field. In the case below, we tried to change the $10.00 charge to $11.00:
The same will occur if the Status were Uploaded to EFTS. To reset the charge (assuming you
haven’t already sent out the Invoice), go to the Library Billing Grid (if you’re not already there),
Delete the Invoice (see above), change the charge and re-run the Invoice for that Library.
Show ALL Items in the Library Billing Grid
In the Library Billing Grid, No Charge (0.00) Items are usually excluded in the records retrieved.
Items must have a charge assigned in order to appear in the Grid. In some cases, though, you
may want to see ALL of a Library’s items for a certain period, to be sure that all items for which a
charge should apply were actually charged as specified.
You can cause the Library Billing Grid to show FREE items as well as charged items by
checking the Also Show 0.00 Items checkbox.
127.
The same search, run with the checkbox unchecked, would have retrieved only 21 items for
COUCOL.
Invoice Troubleshooting
The box at the top, where the Return Address, etc., should be, is empty.
First check under 'Setup' and 'Billing Setup' on the Menu Bar, to be sure you have values
entered for the return address, etc. If these values are there (and they appear in Print Preview
but not on the actual printout), then the missing Invoice return address values are probably the
result of a layering mismatch when your printer prints the page. This seems to work for HP
printers with the problem, and may wprk with others:
1. Click Start, then Settings, then Printers on the Win9x desktop.
2. Right-click your default printer and choose 'Properties'.
3. Click the 'Graphics' Tab to show the Graphics info form.
In the box at the bottom you have a choice of 'Graphics Mode' with two option buttons: Raster
Graphics and Vector Graphics. The 'What's This?' help for Vector Graphics reads:
Controls how the printing information is rendered by your printer. Using Vector Graphics can
significantly increase printing speed. However, if you have problems, such as incorrect
overlaying, trying choosing Raster Graphics.
[Italics added.] "Incorrect overlaying..." sounds about right. When we changed from Vector
Graphics to Raster Graphics on our HP5, the address and other data miraculously appeared.
If all else fails, though, simply check the Suppress Invoice Box checkbox on the Billing Setup
form.
It’s easy enough to sacrifice the fancy box, if it obscures what lies within. Once you’ve registered
this choice, the Invoice will be printed without the surrounding box.
128.
Payments
Payments can be made using a variety of Payment Methods and Payment Types.
Payment Methods
These appear in a Dropdown Combo Box on the Payment Information Form, and include the
usual methods of payment: Check, Credit, Cash, AMEX, Visa, MasterCard, EFTS, IFM, Transfer
and others.
The Payment Methods Table is crucial to much of the database work, so please don’t discard this
Table (it has happened once or twice in the past). As with any necessary table, the absence of
this table will interfere with normal QuickDOC processing. If you have to re-create the
tblPmtMethods Table, the default values are as follows:
1. AMEX
2. Cash
3. Check
4. Credit (non-cash credit for an item---usually a result of a matching Borrow)
5. EFTS
6. IFM
7. Invoice
8. MasterCard
9. Other
10. Transfer
11. Visa
12. Deposit Acct.
13. Request (by Request Number)
Payment Types
These include:
1. Invoice
2. Credit (non-cash credit to a Library---better to use a “Free Items Before Charge” type
Profile)
3. Deposit Acct
4. EFTS
5. Other
6. Request (by Request Number)
Payments of all types may be made using the Billing, EFTS Menu Bar choice, Payments.
129.
Payments By Invoice Number
From the Billing, EFTS Menu
This is the default when arriving for Payments from the Billing, EFTS Menu. All unpaid Invoices
(along with choices for Deposit Account and Credit) are listed in the Invoice Number
Dropdown Combo Box.
If you start typing in the Invoice Number Combo Box (and type at the rate of about a letter every
.5 second or so), the box will open up at the sixth letter typed to the spot on the Invoice List
where that Library's invoices begin (or close to it). Choosing the invoice and moving to the next
field (either by pressing ENTER or clicking on it) automatically fills in most of the form: the
Payment Library, the Payment Amount (as a default equal to either the Invoice Total or the
Invoice Total less any previous payments, if there were any), the Payment Date (today) and a
default for Payment Method (Check). Any of these can be changed, as needed.
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From the Invoice Column on the Library Billing Grid
You can also pay an Invoice from the Library Billing Grid, by clicking on the Invoice to pay in
the Grid's Invoice column and then the 'To Pmts' button, but paying from the Billing, EFTS
menu might be a bit faster, since the various Grid values don't have to be re-calculated and
displayed after the payment is registered.
EFTS Payments
All EFTS Uploads not yet paid are listed in the Invoice Combo Box of the Add Payment
Form. Payments are made on these in the same fashion as payments on Invoices.
If the payment from EFTS is less than the amount projected in the Upload File, perhaps
because a Borrowing Library no longer has an account, do the following:
1.
Search in the Library Billing Grid, By Library, for that non-EFTS Library with Begin
and End Dates the same as those of the EFTS Upload being reconciled. Edit that
Library's activity in the Library Billing Grid from Uploaded back to Filled (you can do
this by editing the top column back to F from Uploaded and then clicking the column
header to globally change every cell in the column below to Filled). Always do this
for ALL non-EFTS Libraries BEFORE registering the EFTS Payment. This will
also decrease the EFTS Payment expected by a like amount.
2.
Print an Invoice for the Library, when you've reset the items back to filled, by clicking
the 'Create Invoice By Library' Ribbon Button and then the 'Search' button. This
will gather the qualifying records and clicking 'Print Invoice' will send them to the
printer using the last settings you used when printing Invoices.
3.
Once all non-reimbursing EFTS items have been edited, and proper invoices printed
for those libraries, register the EFTS payment as usual on the Payments Form, either
by exiting the Grid and choosing 'Payments' from the Billing, EFTS Menu or by
clicking in the Invoice column at the far right on the Library Billing Grid where the
value is the name of the EFTS Upload file you want to pay. Once there, click 'To
Pmts' to get to the Payments Form.
This method will ensure that payments from that EFTS check, when it is finally registered on the
Payments Form, will then be directed to the proper EFTS items in the list.
EFTS Credits are created to balance charges previously subtracted in error from a Borrower's
EFTS account. The original item will still be carried as Paid, at the charge first uploaded; the
EFTS Credit Item is a separate item in the Lend Items file, with a negative charge to match the
amount credited. Once it is uploaded with the next EFTS Upload, it will be "paid" along with the
other items in the check received as a result. See the EFTS Add Credit Form for more
information.
Partial Payments on Invoices
Partial payments are filed with the Invoice, but the invoice is left open for future activity.
Partial payments are reflected in item activity up to the last full payment for each item. If there
isn't enough left over to fully pay the item, it's left marked as "Invoiced" rather than "Paid"
although the full payment amount is applied to the Invoice itself. In the following example, Invoice
MAUHLO 0021 has had a payment of $25.00 applied to the full Invoice Total of $37.00.
Searching the Invoice Number on the Library Billing Grid gives this presentation:
131.
Notice that the payment amount of $25.00 was applied to each request until the charge for the
request was greater than the amount left over from the payment (the requests will be marked paid
in chronological order, but since these were all on the same day it doesn't matter). The $11.00
charge in the second row exceeded the $2.00 left from the $25.00 payment after the bottom five
rows were marked. Since this $2.00 credit remains with the Invoice, it will be fully paid with
another payment of $12.00 (even though it looks like they owe $14.00, from the display above).
An easy way to check this would be to click the 'Reprint Invoice' button, which will result in a
reprint of all seven items, but with the Invoice Total: $12.00 at the top (rather than the original
$37.00) and at the end, rather than the usual "Total Charges: $37.00" that completes a first
invoice, there will be three lines at the end of a Reprint with payments applied:
Total Charges: $37.00
Amount Paid: $25.00
Amount Due: $12.00
The Reprint Invoice button can be used in this way to fire off a quick reminder of an
underpayment, as well as a second notice when there is no payment at all.
When the final payment is received and the Payment form brought up again to that invoice
number, information from the first payment will reappear:
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The Payment Note shows the note left with the first payment, for information only, and will be
changed when filing this second payment. The 'Add Record' button will be enabled once the
suggested "12.00" payment amount is accepted (by pressing ENTER or moving to another field)
or some other value is entered instead.
Delete Payment made to Invoice
If a previous payment is shown on the Payment Form, it can be deleted and then re-entered by
clicking the 'Delete Payment' button. If more than one payment has been applied to this invoice,
the last payment applied is the one queued up for deleting. In the case of the form above, where
we're poised to add the final 12.00 payment, clicking 'Delete Payment' brings the previous
payment up for possible deletion. Check the Message Box information carefully to be sure the
proper payment is being deleted (although it's easy enough to add it back in again if you make a
mistake):
It's the previous $25.00 payment, in the case above, that has been queued up for deletion. When
a payment is deleted, the Invoice is restored to its previous values, and any requests that had
been marked "Paid" are reset back to "Invoiced."
133.
Payments By Deposit Account
Use the 'Deposit Account' choice in the Invoices Dropdown Combo Box on the Payments form
to register a payment as a Deposit Account payment. Right after the payment is added,
QuickDOC performs a search to see if there any outstanding items still marked as Filled that
might be paid from this deposit. It won't alter any items that have already been changed to
"Invoiced" or "Uploaded to EFTS" but it will go ahead and pay off any non-uploaded Filled
Requests, even if their EFTS flag is set to Yes. This makes the assumption that, even if the
Library is an EFTS customer, it makes sense to first debit the Deposit Account before returning to
payments made from EFTS Upload events. A bird in the hand, etc.
Items paid from Deposit Accounts are available for searching via the Invoices column of
the Library Billing Grid, since notations are made there when items are deducted from a Deposit
Account, referencing the Deposit Account number. A search on this field is a quick way to get a
list and printout of any items charged to specific Deposit Account:
There is also a table of Deposit Account activity (tblDeposits), with individual line items for
each activity item.
Deposit Account Automatic Payment of Items begins within the year.
After the Deposit Acct payment is registered, unpaid Filled requests are paid from the Deposit
Account payment beginning either six months prior to Today's Date, or at the beginning of
the current year, whichever is greater. This is to prevent this year's Deposit Account payment
from being applied to a superannuated request that might have been left at Filled some years
previously. You can cause earlier requests to be paid from the Deposit Account by marking them
as Paid in the Library Billing Grid. Items changed to Paid on the Grid are always first checked
against a Deposit or Credit Account balance and assigned to that payment if possible.
Delete or Adjust Deposit Account Payment.
If a mistake is made when entering a Deposit Account payment, you can delete or adjust the
deposit payment itself (rather than each item assigned to the account) as follows:
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1. Get to the Payments Form either from the Library Billing Grid or Billing, EFTS Menu.
2. Uncheck the 'Payment by Request No., Deposit or Credit Acct' box, if it's checked.
3. Enter the Deposit Account payment number (usually something like Dep000123) in the
box to the left and press ENTER.
4. Either edit the 'Amount This Payment' box, or click 'Delete Payment' to begin again.
Deleting and re-entering is probably the preferred method, in which case all the values of the
payment will be new. If you choose to edit the payment amount, only that value will change in the
payment record. In both cases, any rollbacks or additions to items paid will be performed on
requests affected.
Payments By Credit
The Credit payment is another choice available in the Invoices Combo Box. It's usually used as
a way to input a reduction in charge, usually as a result of a reciprocal agreement, where the cost
of items we've borrowed from you are used to adjust our charge for items we've loaned to you. It
can be used as an unofficial Deposit Account where, for example, a Borrowing Library can be
assigned $200 worth of free items at the beginning of the year. Then, as items are provided to
this library, the charge normally applied is instead deducted from the January credit total. When
the credit total is used up, items begin showing up as candidates for either Invoices or EFTS
uploads.
There's no line item table for these events---although there is a tblCredits that keeps just the
running total. These are paired off with matching items that can thereby be marked as Paid as
they occur. On the Library Billing Grid, the Invoice column for these items will have a notation of
"Credit" plus the Library name.
Items are deducted from the Credits Table only if there's enough in there for that library to cover
the total charge of the request. As with Deposit Accounts, requests paid from the Credits Table
are marked Paid automatically, at the time they're updated as filled on DOCLINE, using the
Charge that was filed with the request when it was Received. It will be a good idea to make sure
that these charges are the correct ones, although incorrect charges can be changed at any time
(if a charge is changed on any Grid for an item that has been marked as Paid from a Credit
account, that change will be percolated back into the Credits Table---and Deposits Table for
Deposit Accounts---at the time the change is recorded).
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If the remainder in the Credit Table is less than the cost of the item, it just sits there, waiting for
an item it can cover, and the uncovered item remains marked "Filled" and is a candidate for the
next Invoice run or EFTS upload.
If you choose Credit as the Payment Type from the dropdown box, also choose Credit from the
Payment Methods combo. This will be useful later for determining actual cash income (as
opposed to barter income) received as a result of Document Delivery activity.
It's not even necessary that there be a balance in the Credits Table for a Borrower to be assigned
a credit for a filled request. To assign an ad hoc credit for a request, you can either change the
cost to FREE or, to keep a notice that this was actually a credit for the Borrower, assign the credit
through the Library Billing Grid. First use the Library Billing Grid to get a list of items loaned to the
library that will receive the credit. Click on a row with the item to be credited in the Grid, and then
click the 'To Pmts' button on the upper right. This will bring up the Payments Form with the
Request information already filled in. Choose Payment Method "Credit" and the proper entries
will be made.
Credit Payments always start with current year items.
After the Credit payment is registered, unpaid Filled requests are paid from the Credit payment
starting at the beginning of the current year. This is to prevent this year's Credit payment
from being applied to an item from last year that might have been left at Filled for other reasons.
Credit payments are always assumed to be for the current year. You can cause earlier requests
to be paid from the Credit by marking them as Paid in the Library Billing Grid. Items changed to
Paid on the Grid are always first checked against a Credit or Deposit Account balance and
assigned to that payment if possible.
Credit Payment Type vs. Credit Payment Method
The Credit Payment Type appears in the Invoice Combo Box, along with Deposit Account, as a
choice along with the list of all unpaid Invoices and EFTS Upload files. The Credit Payment
Method appears in the Payment Methods Combo List.
If you enter an amount with the Credit Payment Type, it will be added to the total available for
the Library making the payment in the Credits Table. The Payment Method might be Check or
AMEX or Transfer or whatever (even Credit, although this choice will cause the inference that no
funds actually changed hands). If you use the Credit Payment Method with a Payment Type
other than Credit, the payment will be applied to the Request, Invoice or Upload cited, but no
change will be made to the balance, if any, in the Credits Table.
Some typical uses of the Credit Payment Method appear in the Table below:
Payment Amt Payment Type
Method
Result
$100.00
Credit
Credit
Charge for any outstanding items will be
subtracted first and those items marked
as paid; remainder added to Credits
Table
$100.00
Request
Credit
Cost of Request deducted from payment
amount and item marked paid;
remainder of credit discarded as
unused.
$100.00
Invoice
Credit
Unpaid Invoice Charges assigned as
paid from payment amount (up to total
of payment) and items affected marked
paid; remainder of credit, if any, is
discarded as unused.
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$100.00
Deposit Account
Credit
Since no actual payment took place, use
the Payment Type Credit, as in the top
row, above, instead of Deposit Account.
Delete or Adjust Credit Account Payment.
If a mistake is made when entering a Credit Account payment, the payment itself (rather than
each item assigned to the account) can be deleted or edited as follows:
1. Get to the Payments Form either from the Library Billing Grid or Billing, EFTS Menu.
2. Uncheck the 'Payment by Request No., Deposit or Credit Acct' box, if it's checked.
3. Enter the Credit Account payment number (usually something like Credit000123) in the
box to the left and press ENTER.
4. Either edit the 'Amount This Payment' box, or click 'Delete Payment' to begin again.
Deleting and re-entering is absolutely the preferred method for editing credits, in which
case all the values of the payment will be new. If you choose to edit the payment amount, only
that value will change in the payment record. In both cases, any rollbacks or additions to items
paid will be performed on requests affected.
Payments By Request Number
Payments by Request Number can be recorded on the Payments Form, from the Billing,
EFTS menu, by clicking on the "single Request Number" check box and typing in the Request
Number itself, but it's a bit easier to do it from the Library Billing Grid or even the Lend Item
Backfile Grid. Click on the row with the item to be paid in the Grid, and then click the 'To Pmts'
button on the upper right. This will bring up the Payments Form with the Request information
already filled in. Choose the appropriate Payment Method and amount, etc., then click 'Add
Payment' to save. The Payment Number assigned will be available in the Invoice column of the
Library Billing Grid.
Marking an item as Paid in the Status column of Grid
You can record a quick payment by changing the Status column on either the Library Billing
or Lend Item Backfile Grid directly, editing it from Filled to Paid. The 'Paid On' column will be
changed automatically to Today's Date, if left blank, or it can also be changed before filing---using
either the calendar dropdown or by entering the date correctly---to the correct date for that
payment.
If your own Library record indicates that you participate in OCLC’s IFM system, you will be asked
whether this payment is an IFM payment:
If it is, you will also get a chance to input a note regarding the IFM payment. This item will be
filed in the tblPayments Table as Payment Method IFM.
Non-IFM items marked as Paid in this way have no other supporting information (no Check
Number in Notes, no specific Payment information). A payment entry is recorded, though, with
137.
the Request Number as identifier, Payment Method Other and Payment Amount equal to the
Request Charge.
The Payment Type for both IFM and Other payments is Request. It is also assigned a Payment
Number, which will appear in the Invoice Column of the Grid:
Items marked as Paid in this fashion are still run by the Credits and Deposits Tables, to see
whether the amounts should be deducted from these totals, but no other checks are made. The
Payment Method "Other" may represent a real payment or a credit; since there's no way to tell for
sure, it's assumed to be a true payment.
Any payment can be edited later to correct payment amounts only, or simply deleted and reposted to correct any and all values.
Marking an item as Paid by entering a Date Paid
You can also record a quick payment by entering a value in the DTPD column on the Library
Billing Grid directly; this will cause the Status to be changed to Paid when the row is saved,
along with all the other activities described under the Status change, above.
Payments as Borrower
Beginning with Version 2.2.x, Payments as Borrower can be entered using the Payments as
Borrower choice on the Billing, EFTS Menu.
This choice brings up the Payments To Lenders (and EFTS) form. This method of access is
best used for entering Library Deposit Account payments and payments to EFTS Deposit
138.
Accounts. See the EFTS Payments as Borrower entry under EFTS Activity for information on
EFTS Deposits.
Use the Payments to Lenders form to enter a Lending Library Deposit Account deposit with a
specific Library (which will be, almost certainly, a non-EFTS Library, since you won’t need such a
thing with a Library that uploads its Lending activity charges to EFTS). For Library Deposits, use
Payment Type Deposit, Payment Method anything but EFTS, and the LIBID of the Library
(instead of EFTSUP) in the Paid to box.
The Payments to Lenders form is also accessible from the Borrow Items Backfile Grid, by
clicking into the Chrg field and then clicking the To Pmts button at the upper right. This method
is the easiest and most efficient way to post payments to Lenders for individual requests. See the
Marking Paid Borrow Grid records entry under Borrow Function for information on payments
from the Borrow Items Grid.
139.
EFTS Activity
EFTS File Uploads
Criteria for inclusion in an EFTS Upload File
As with Invoices, there are certain criteria that determine whether an item is included in an
EFTS Upload file.
1. Borrower must be an EFTS Library (its EFTS Payment Supported checkbox, on the
Charges Tab of the Library record, should be checked).
2. Your Library must be an EFTS Library (your EFTS Payment Supported checkbox
should be checked).
3. The item must have a Charge (or Credit) other than 0.00
4. EFTS must be Yes on the item record.
5. Status must read Filled.
6. The item must have been Acted Upon during the time period in question.
If any one of these criteria is not met, the item won't be included in the upload. If there are no
items in the time period specified that meet all three criteria, you'll see the following Message
Box:
Steps for Creating the EFTS Upload File
Before creating the file, you can use the Billing Grid to determine which items will be
included in the EFTS upload. Set the Dates for the Upload and click the Show EFTS Upload
Items Ribbon Button. The default search criteria will appear in the box to the right.
These are the items that will be included in the upload file as the values currently stand.
140.
In order to be sure that items that should have been included in the upload file weren't left off
because one of the required values has been set improperly, you can also search the 'Show
EFTS Upload Items' Ribbon Button with a value Not Equal To TRUE. This setting attempts to
show records that display common characteristics of misfiled EFTS requests, including: items
marked EFTS but with a charge equal to FREE; items with a charge but with EFTS = No; and
also any item whose status is Invoiced, Uploaded or Paid, since these also will not be included
in an upload. The 'Not Equal To True' setting will produce a list something like this one:
The list is sorted first by status since the Filled requests are the more likely candidates for change
(those marked Invoiced, Uploaded or Paid were most likely set that way on purpose, but they're
included here primarily to answer questions as to whether an earlier upload might have been
done, or whether Invoices might have been produced for certain Libraries, which would have
removed them for consideration during the preparation of the Upload File). The state of the Also
Show 0.00 checkbox has no effect on this display.
In the case above, if the two TXUMHD requests should have been charged a $10.00 fee instead
of the FREE displayed, you can edit the CHRG cells to $10.00 to make them eligible for the
Upload file. If the Max Cost field for these requests is less than $10.00, a message box will let
you know. It is also possible to check the Max Cost Value on the Grid by exposing the Max Cost
column itself, which is normally hidden on the Billing Grid but which is always there nonetheless.
Exposing the Max Cost Column on the Billing Grid
There are in fact two columns hiding between the 'Delivery Method' and 'Source' columns,
above: ISSN and Max Cost. If you drag the vertical line between Deliv and Source to the right,
you'll first expose the ISSN column. Since we're not interested in this column at present, only a
wee bit of it needs to be seen. If you let go of the left mouse button you've used to grab the first
header border, and use it to grab the newly exposed border between ISSN and Source, you'll
uncover the Max Cost field.
As you can see below, the Max Cost was $11.00, so editing of the two requests to a Charge of
$3.00 will be permitted (the Max Cost field is not an editable field, by the way, so you can't
unilaterally change the Max Cost to meet your charge; according to general DOCLINE guidelines,
if your charge is greater than the Max Cost attached to the request, you shouldn't fill it).
141.
You can edit values on the Grid and try again, but be careful not to upload the same item twice
(although duplicates will be weeded out at the EFTS end, it just confuses the issue to have them
there).
If you use the Billing Grid's 'Show EFTS Upload Items', you get a streamlined version of the
steps to take in preparing an upload file for activity during any period selected. For a display of all
items during the period in question, you can use the Search All Grid to get the complete
population of requests, and can then do editing on those that need it. Also, once you have the
dates set here, experiment with limiting the set by various search criteria, to see whether the
subset delivered meets your expectations. Some examples:
1.
Check Status Equals Filled to see if the number returned seems about right.
2.
Check Status Equals Uploaded or Invoiced to see if operations have already
occurred against this group.
3.
Check Charge Equals FREE to see if there are requests in the group for which there
should have been a charge that were mistakenly filed as FREE.
4.
Search Specific Borrowers---those that may have been problematic in the past---to
see how they show up on the Grid [if you click the Borrower (LIBID) Ribbon Button,
and enter the SERHOLD 3-letter code in the Search Box, along with Containing as
the search criterion, you'll get a quick list of all items for that library during the time in
question].
5.
Search EFTS Not Equal To TRUE to see whether any of these requests are actually
eligible for EFTS uploads (the set returned should be sorted by Borrower to provide
for quick scanning.
6.
Search EFTS Equals TRUE just before creating the upload file, to weed out any
outside libraries that may have made it onto the list. Non-EFTS Libraries whose
items are mistakenly labeled EFTS = TRUE won't be picked up on Invoices, so it
makes sense to make this value as accurate as possible.
On the following Grid display, for example, none of these items would qualify for an EFTS
Upload File, for the reasons enumerated:
142.
Only 3 items are (EFTS = Yes) and two of these were already uploaded while the other is Not
Filled. Charge of FREE will be excluded, etc.
Once you've checked the file and made any changes necessary in preparation for the upload,
use the Menu Bar choice under Billing, EFTS to Make New EFTS File, which loads the Create
EFTS Upload form.
The Create EFTS File Form
The Make EFTS Form creates the EFTS upload file for the period specified. Statistics for the
upload file are displayed when it's finished.
143.
As you can see, in the last sentence of the yellow status box above, the creation of the EFTS
Upload File by QuickDOC will also change the Status of all the items in the file from Filled to
Uploaded (even though the actual uploading has not yet taken place).
The EFTS File List Form
The EFTS File List Form gives access to EFTS files created. Once the files are made, you
can check them out and even do a little light editing, though I wouldn't recommend being too
adventuresome.
If you choose to open the BET0009.txt file, above, it would look like this:
144.
Upload EFTS File
In January of 2004 (revised again in the summer of 2005 and, no doubt, will be again later), EFTS
put in place a new method of uploading files (originally described in a posting on the EFTS-L
Listserv). It’s a good idea to have at least one staff member subscribe to EFTS-L, which is used
for announcements of interest to EFTS participants. Details are at http://efts.uchc.edu):
Once you’ve created the file, the steps for uploading data to your EFTS Online account are as
follows:
1. Login to your account on the EFTS Member Login page
This can be reached by clicking the Member Login choice on the EFTS Welcome
Screen (https://efts.uchc.edu/efts/common/index.html).
Enter your DOCLINE LIBID in the EFTS User ID field, and use the EFTS Password
assigned by EFTS.
145.
2. Go to the Upload File page by clicking the Transaction File choice.
3. Get to the Upload Transaction File screen by clicking that link on the next screen.
4. Click the Browse button to locate the file to upload.
5. Locate the file on your PC [in QuickDOC it’s always in the EFTS folder just beneath your
QuickDOC.MDB database location]. First go to the drive where the database is located.
146.
Double-click the Drive icon (S:, in the example, above) to open that drive, and then select the
folder where the QuickDOC.MDB database is located (our QuickDOC.MDB database is located in
the Medical Library folder on the shared S: drive). Double-clicking that folder icon will expose the
files and folders beneath (which will include the EFTS folder).
Then double-click the EFTS folder just beneath the QuickDOC.MDB database folder to open it,
and click once on the filename you want to upload to place that name in the “File name:” box at
the bottom of the form. Click the Open button to move it to the EFTS Upload box.
147.
This will put the full path and filename into the upload box on EFTS.
6. Click on the Upload button to upload the file
7. Your file will be uploaded and processed, and the results displayed:
Processing happens in real time and should take only a few moments. You will then see a
message on a screen similar to the screen displayed above confirming successful processing.
148.
Paying a successful EFTS Upload File
Once we get that message, with no errors, it means that all items from the upload have been
paid. We can then logout and exit from the EFTS site, start up QuickDOC, if it isn’t already
running, and click the Library Billing Grid button, to open that grid. In the Library Billing Grid, set
with the same dates as those of the EFTS Upload, check the Invoice column for any cell with
that EFTS Upload filename. Once found, click into that cell to show the To Pmts button just
above, which can be clicked to record that upload file as PaidEFTS.
You can also pay an EFTS Upload File, which is like an Invoice, under the QuickDOC Menu
Bar, Billing, EFTS, Payments.)
Errors in an EFTS Upload File
Errors in earlier versions (pre-2005) of EFTS. Prior to EFTS Version 3.0, if your upload file
contained any transactions that could not be successfully processed (including Borrower is a
Member but Inactive and other errors relating to a lack of current funds in the EFTS account of
your Borrower) the entire file was rejected. For QuickDOC users this was a slight nuisance but
easy enough to fix; we just reset all the items in that file back to Filled in the Library Billing Grid
(which automatically deletes the upload file), changed the nuisance items to EFTS = No, and then
re-created and uploaded the file. Voila!
But to non-QuickDOC libraries it was much more bothersome, especially to those who created
their own EFTS Upload files. So EFTS 3.0 was created not to reject entire files where only a
certain number of items within the file were uploaded in error. Instead it would process the good
items, and hold the problematical items in an Online File, to be reprocessed as necessary, until
they were either successful or deleted by the uploading library. This was a great idea for items
that might eventually be paid, but not so good for duplicate uploads, non-EFTS Libraries, etc.
Consequently, if your file contains any transactions that cannot be successfully processed, then
you will see a message that tells you what line number the problem is on and what the problem
is, e.g., Transaction previously paid or some other reason why this last request has not been
paid. Successful items will be processed, and ALL unsuccessful items, as of late 2005, will be
kept, in a separate file, which will be run again each evening against the database.
The following is an example of an EFTS Upload Error Description screen (where I intentionally
uploaded eight transactions that had been uploaded before):
149.
The errors shown above shouldn’t require any action on your part (they’ve been paid; end of
story) but in the current upload process (as of 12/2005), they do. They will stick around until you
fix them. Until this process is changed in EFTS, you should definitely print a copy of this screen,
so that you can use the printout to delete these items, one-by-one, in EFTS.
EFTS has plans to fix this (they recognize that having to delete these items one-by-one is
onerous and should be unnecessary), in the near future, but for the time being we still need to
deal with individual Transaction previously paid items one-by-one. Use the third choice on the
Upload Transactions menu that appears when you click Transaction File on the left-hand list:
We’ll need to delete all previously-paid transactions using the list under the Upload
Transactions from Online File form, which is where all these unsuccessful uploads are kept.
But remember not to delete items that may be paid in the future until you’re convinced they have
been thoroughly processed.
For duplicate EFTS uploads (where ALL or any of the items show up as Transaction
previously paid), you don’t have to do anything back in QuickDOC; whatever caused that file to
be uploaded again (maybe just an unsure uploader), it doesn’t change the status in QuickDOC.
All we need to do is to remove those items from the Online File.
Unlike the screen above, where Transaction previously paid is prominently displayed for those
(admittedly few, eight) transactions, when you go to the Upload Transactions from Online File
screen, the display changes:
150.
All this screen shows is the bibliographic data, with no indication as to why any of these items
were rejected by EFTS. Consequently, you either have to click the Request number to find out
why it’s still here (as in 15352157, above):
151.
In this case, of course, Transaction previously paid means that it’s done, and we can delete it.
But you’ll want to retain the error list displayed with the update file (it can be printed at the time)
for any Transaction previously paid items, so that you can delete them without drilling down to the
level of detail should above.
And of course if you have errors that aren’t duplicates (like Member but Inactive or Insufficient
Funds that suggest there may be a future payment), then you’ll want to print and hang onto these
as well, not so much to delete them from the EFTS Online Transaction File (which you’ll no
doubt expect that you won’t have to) as to decide how to handle these transactions when finally
they are paid. This makes dealing with EFTS 3.0, which, on its face, was a simplifying process, a
much more complicated undertaking than 2.0, which was easy to deal with.
For EFTS Uploads with Errors that might later be Paid, a different strategy is necessary.
1. Keep all the error printouts.
2. For items known to be duplicate uploads, delete them immediately from the
EFTS Online Transaction File.
3. For items that may eventually be paid, check the EFTS Online Transaction File
periodically to see if they can be checked off.
4. Once all the items in an upload file have been checked off as paid, mark that
Upload File as PaidEFTS in QuickDOC.
5. If it looks like an item might never be paid, edit that item in the QuickDOC Billing
Grid, changing the Status from Uploaded to Filled (this will subtract the charge
for that request from the EFTS Upload invoice) and change EFTS for that item to
No.
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6. Once all items that will never be paid through EFTS have been changed back
to Filled from Uploaded on any EFTS Upload Invoice, you can mark that EFTS
file as Paid.
Items changed back from Uploaded to Filled, with their EFTS value now equal to No, are now
available to Library Invoices. Print Invoices either by Library from the Library Billing Grid, or as a
part of an Invoice Print, using the appropriate Start and End dates, from the Billing, EFTS choice
on the QuickDOC Menu Bar.
Every EFTS user has an EFTS ID and EFTS password that's used to access the system. You
might need to get in touch with EFTS if you can't find paperwork for these values locally.
EFTS Email Address is:
[email protected]
EFTS Web Site is at:
https://efts.uchc.edu/efts/common/index.html
The EFTS Add Credit Form
When an EFTS user has been charged in error during a previous upload, the error is fixed by
adding a credit to the next EFTS upload file. The easiest way to accomplish this is to first find
the item for which you want to register a credit on the Lend Item Backfile Grid. If you double-click
into the Request Number field and right-click on it, as was done for 13997426, below, the request
number will be selected.
Choose Copy from the Context Menu that appears after the right click. Then click the Add New
choice on the Menu Bar to get the Lend Credit choice.
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The Lend Credit choice will bring up the Add Credit form. Right-click in the "Request Number
To Search" box and choose Paste (which is where you'll be when it loads) and press Enter.
This process automatically fills in the required fields with information from the original
request (the EFTS Credit Amount defaults to a credit for whatever the actual charge was on
the original request). The Acted Date for this Credit Item will default to Today’s Date, so that it
will be included with other items in the EFTS Upload for the current month.
If this credit corresponds to what you want to send in the next EFTS upload, click Add Item;
otherwise, edit the amount, etc., and click Add Item.
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While you can create a credit unilaterally (i.e., without a Request Number that was initially
charged for), it makes sense both for ease of use and comprehensibility to use this method if
possible.
If you attempt to add a second credit where one has already been applied (as in the case of
Request Number 177994), you'll see a Message box:
You can click Yes and add the second credit, or you can pull back if it seems that this second one
might be a duplicate.
To Verify that the new Credit Item has been added:
To check that the new credit item has been properly filed, get back to the Lend Item Grid and
paste that same number (13997426, in our non-duplicate example, above) back into the Search
Box. Click Search.
You should see both the old Lend Item and the Credit (with a CR at the end of the old number).
The credit will be the reverse of the old charge (-3 instead of $3.00, unless you've edited it). And
the Acted Date will be Today's Date (the Status will be Filled), so that it will automatically be
included in the next EFTS Upload.
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All the other information about the request will be the same. In statistics, QuickDOC will ignore
Lend Credits in terms of total counts of Lend Activity, but will use other values (the -3 against the
original $3.00 charge) against any expected receipts or other cost-accounting for Lending.
How To Setup EFTS Routing Table
The July 2002 issue of National Network, the newsletter of MLA's Hospital Libraries Section, has
an article by Beth Wescott, Joanne Jahr, and Julie Kwan about EFTS and DOCLINE Routing
Tables. Here are some of the ideas for EFTS participants from that article:
1. Place libraries with whom you have reciprocal arrangements, and who will not charge
you, low in your routing table;
2. Place EFTS libraries low in your routing table, putting those with lower fees before
those with higher fees;
3. Put smaller EFTS libraries lower than larger EFTS libraries so that smaller libraries
have the opportunity to participate in lending, thereby offsetting their borrowing
charges;
4. If some of the EFTS libraries offer a preferred delivery method, such as web or email
delivery and you want that method, place them lower in your routing table;
5. If you need special collections, try to find EFTS libraries that have those materials
and place them appropriately in your routing table; and,
6. It's generally good practice to ask before adding an out-of-region EFTS library to your
routing table.
EFTS Payments as Borrower
EFTS Payments as Borrower can be entered using the Payments as Borrower choice on the
Billing, EFTS Menu.
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This choice brings up the Payments To Lenders (and EFTS) form. This is the method to use
when entering payments to EFTS Deposit Accounts. See the Payments as Borrower entry
under Library Billing for instructions on entering Lending Library Deposit Account deposits.
Entering EFTS Deposits
The Payments to Lenders (and EFTS) form is used primarily to facilitate entry of EFTS
Deposits, so that QuickDOC can produce the EFTS Activity and EFTS Balances Reports (see
examples under QuickDOC Reports). Enter an EFTS Deposit by using Payment Type Deposit
and Payment Method EFTS. If you are an EFTS Library, these will be your default settings
whenever the form is brought up from the Billing, EFTS Menu. As a further step to indicate that
you want this deposit to be applied to your EFTS account, type in efts as the Pmt or Request
Number.
EFTSUP is the Library Record devoted to EFTS activity. Enter the amount of the Deposit and
any identifying information in the Amount This Payment and Payment Notes fields,
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respectively. Clicking the Add button files this record in the tblBorrDeposits Table of the
QuickDOC.MDB database.
You can also use this form to enter a Lending Library Deposit Account with a specific Library
(which will be, almost certainly, a non-EFTS Library, since you won’t need such a thing with a
Library that uploads its Lending activity charges to EFTS). For Library Deposits, use Payment
Type Deposit, Payment Method anything but EFTS, and the LIBID of the Library (instead of
EFTSUP) in the Paid to box.
Managing EFTS Activity Reports
(Before running your first EFTS Activity Report, you should see How to set up your initial EFTS
Activity Report, on page 56, above.)
To manage your EFTS account, do the following on a monthly basis (best time to check is to print
a copy of the previous month’s EFTS Monthly Statement just after you’ve uploaded the activity for
that month):
1. Print a copy of your EFTS Monthly Statement. These are under Reports on the EFTS
Online Menu and should be printed at the end of each month. Using the previous month’s
Member Monthly Statement, you can enter the appropriate data.
2. Enter EFTS Deposit dates and amounts in the Borrow Deposits Table. Using your
printout of the EFTS Monthly Statement, enter any EFTS Deposit (which will appear in the Total
Deposits line at the top of the Monthly Statement) under Billing, EFTS, Payments as Borrower,
on the QuickDOC Menu Bar.
In our first example month (07/2004) we had a deposit of $2,000. We enter this deposit under
Billing, EFTS on the Menu Bar, Payments as Borrower:
EFTS Deposits are entered using a Payment Date during the month on which they show up in
the EFTS Monthly Statement. It is recommended that you use the first of the month as the
default deposit date (any date during the month is okay, but it makes sense to decide upon a
common choice---bottom line: QuickDOC can detect duplicates if they’re entered with the
same amount during the same month). In our case, we’ll use a Payment Date of July 1, 2004:
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After clicking Add Payment, you’ll see a notice that the payment has been filed.
All EFTS Deposit Account Payments with a Payment Date equal to or after the EFTS Activity
Report Start Date will be applied to items on or after that date only. Payments with a Payment
Date before the EFTS Activity Report Start Date, will be applied to EFTS items from the
beginning of EFTS activity.
You can always see the Deposit Account payment to which a request was charged in the Note
field of the Borrow Item Backfile Grid. To get full information about the payment of that request,
click into the Status cell and a To Pmts button will appear above. Click To Pmts to get additional
information.
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[You can also get a Payment Number or a Deposit Account Number by printing an EFTS
Activity Report for that period. The Acct No. column in that report will show which account made
the payment.]
If you make a mistake in a payment, especially when entering a request to be charged to an
EFTS Deposit Account, it’s best to delete the payment and re-enter it. This is because of the
large number of inter-related table entries that need to be adjusted for changes. While you can
adjust payment amounts on the Payments To Lenders form, changing Payments Dates for
Deposit Account items can be tricky, especially when accounting for payments either before or
after your EFTS Activity Report Start Date, so the only method recommended here is to delete
the payment and then add a new one with the appropriate information.
Duplicate Deposit Payments. If you try to enter a Deposit for a certain amount that matches an
amount already entered for that month, you’ll get a Message Box with an Alert:
On the assumption that, in most cases, any deposit made in the same month, for the same
amount, will be a duplicate deposit payment, this message defaults to Cancel, but you can also
click Ok to let the deposit payment go through if it is truly a separate payment. You can check for
all payments by running the EFTS Activity Report to Print Preview, using the beginning of that
month as the Start Date (1-Jul-2004 in our case, above).
3. Mark EFTS Upload Files as Paid. Once EFTS Upload Files have been accepted on EFTS,
you can generally assume that they have been paid (items that prove to be uncollectible by EFTS
may later be deducted from your account; these you can handle by changing them from Paid to
Filled, and then producing an Invoice to bill the Library involved).
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Depending upon your workflow requirements, you can use the Payments Form (Payments From
Borrowing Libraries) to immediately mark that just-uploaded File as Paid, or you can wait until
the end of the month and mark it Paid along with all the other end-of-month EFTS adjustments.
As far as the EFTS Activity Report is concerned, it doesn’t matter which strategy you use, so long
as you use a Paid Date within the month of the EFTS Monthly Report. The upload total will be
counted as Income under either EFTS Income as Lender … in tblPayments, (replicated into
tblBorrowDeposits) or as EFTS Files Uploaded … in tblInvoices. Either way, the report will
see these as income (either realized or accounts payable).
Whichever method you choose, you can mark your EFTS Upload File as Paid in either of two
ways:
1. From the Menu Bar. Click Payments on the dropdown menu after clicking Billing,
EFTS on the QuickDOC Menu Bar. Then, on the Payments Form, select the
appropriate EFTS Upload file (the one you just uploaded for last month) from the
dropdown list in the Invoice Number combo box:
2. From the Library Billing Grid. You can also use the Library Billing Grid to locate
one of the individual loans that appeared in the last upload (these will also appear in
the Detailed Credit Summary of that month’s EFTS Monthly Statement). Check the
Invoice column at the far right of that row in the Library Billing Grid (scrolling right,
if necessary, to see it). You’ll see the EFTS Upload Filename that contained this
loan in that column. The current Status will be Uploaded. Click once into the
Invoice cell at the right of that row. This will expose the To Pmts button just above.
This will bring you to the Payments Form, with the Invoice box already set to that
EFTS Upload Filename.
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Each method will fill in all the boxes (except Payment Notes) with the expected values; the
Payment Date will either be Today’s Date or the date of the payment just finished, so this also
may need to be changed. Simply add a note (usually the EFTS Statement Month will do) and
click Add Payment to complete the transaction. Adding the payment will change the Status of all
the individual items in the Upload from Uploaded to Paid, and will use the Payment Date
specified on the Payments Form.
A typical EFTS Payment Form will appear as follows:
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Again, note that you should double-check the EFTS Payment Amount (it will be automatically
filled in in the Amount This Payment box) against the Total Credits line on the EFTS
Statement. In nearly all cases the amount will be the same. But in the unlikely event that it is
not, you should nevertheless always accept the amount displayed, you can then resolve any
discrepancy by entering either a positive (if the EFTS Total Credits line is larger than the upload)
or negative (if it’s smaller) EFTS Service Charge payment later.
4. Mark EFTS-Paid items as PaidEFTS. Again using your printouts of the EFTS Monthly
Statements, mark as PaidEFTS those items that appear under the Detailed Debit Summary
heading on the EFTS Monthly Report.
If you use the Record Selector at the far left of each row, along with the Ctrl key to select
multiple individual records, or with the Shift key to select a contiguous block of records (either of
these two step-saving methods is highly recommended, if they’re applicable), you can mark all
selected records as PaidEFTS with one Mark Paid click.
If you use the batch method, be sure to first indicate a Default Paid Date so that all items will
have the same Paid Date (unless the Paid Date is Today, of course, which is the default---you
can always check the date set by hovering the mouse over the Default Date button).
If you don’t use this batch method, you’ll get Today’s Date as the Paid Date for all additions and
no entry in the Note Field.
[For non-EFTS Libraries, it’s also a good idea to use a similar method to mark the Invoice Items
as PaidLender once the invoice or individual item has been paid].
In our EFTS Statement for October 2002 there are a number of Debits, including one which is
also a Credit to replace a charge made incorrectly in the previous month by another library (EFTS
Credits always appear as the original request number with a CR at the end):
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Since the Date Filled column of the Detailed Debit Summary section of the EFTS Monthly
Report actually reports Date Uploaded, you’ll probably need to use the dates suggested by
Request Numbers to set the Begin and End Dates to use when filling the Borrow Item Backfile
Grid.
[As of November 2004, the Date Filled column on both the
Detailed Credit and Detailed Debit Summary sections of the
EFTS Monthly Report reflect not the actual Date Filled but
rather the Date Uploaded. If this this were to change to
reflect the real Date Filled, this would be a great help in
processing these items, since we could set the Begin Dates
and End Dates of the grid to approximate the real dates
included and thereby reduce the number of items in the Grid
to check.]
Our earliest Request Number on this Report is 7757058. If we search for this Request Number
on the Borrow Item Backfile Grid using Containing (which will search the entire file), we get the
following:
Since this request is the earliest on the report, and since it got its number from DOCLINE on the
day it was sent, we know that we can use 8/9/2002 as our Beginning Date and not miss anything
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that would have appeared on this month’s report (using the Rec’d Date might miss something that
was sent later but received earlier). The largest number on our report under Debit Summary is
8226627; this turns out to have a Received Date of 9/26/2002 (not pictured). Just to be safe,
though, we can use the End Date to search as the end of the report month, in this case Oct 31,
2002 (for the 10/2002 EFTS Monthly Statement, which is available at the end of that month).
Consequently, we’ll use the By Dates button to choose:
After choosing the dates, also do the following:
1. Check the Exclude Not Filled Items checkbox (we won’t be billed for things never
received);
2. Depress the Search By Status of Request ribbon button and choose Equals
Received (this will eliminate anything already marked PaidEFTS or PaidLender);
3. Click the header over the Libr column and choose Sort Ascending (this will put the
Lending Libraries in the same order in which they appear on the EFTS Report;
4. Select all the records to be marked PaidEFTS by scrolling down through the list and
clicking the Record Selector (while holding down the Ctrl Key at the same time you
click, after the first record selected) at the far left of each row you want to select--selected rows will turn dark blue;
5. Once all are selected, click the Set Default Date button and set the date to the last
day of the month of the EFTS Monthly Statement (otherwise you’ll get Today’s Date
as the payment date);
6. Click Mark Paid and choose PaidEFTS.
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If there are items on the report that don’t appear in the Grid display (notice that of the two
MNUMAY items listed on the EFTS Monthly Report, 8234093 and 8347458, only the first is
included among the MNUMAYs in the Grid), make a check mark on the report so that you can
check on them individually later. In most cases you’ll find that they’ve already been marked
PaidEFTS.
5. Enter EFTS Service Charges. Using the Online EFTS Monthly Statement, enter the EFTS
Service Charges made each month. These will be noted on the EFTS Statement on lines for
Processing Fee and Total Other Fee. Redistributions will also reduce your EFTS Balance, but
these are handled separately, below.
Since you’ll have a Processing Fee during any month where you do an EFTS Upload, if you
charge other libraries then there will probably be one of these to enter each month. Total Other
Fee entries are usually low balance penalties and shouldn’t occur very often. Since we’ve
chosen to standardize entry of EFTS Deposits at the beginning of the month, it makes sense to
standardize entry of Processing Fees and Other Fees at the end of each month.
EFTS Service Charges are entered as negative numbers on the regular Payments From
Borrowing Libraries Form. Choose the Payments choice on the Billing, EFTS Menu Bar
dropdown, and then EFTS Service Charge from the Invoice Combo Box.
This brings up the Payments From Borrowing Libraries Form, which now has the EFTS
Service Charge entry in the Invoice Combo Box:
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Click that choice to get the Serv Chg Payment Type. Fill in the rest of the form with values
similar to those below (remembering that an EFTS Service Charge is always a negative number
on the Payments Form), and click Add Payment. Our last Statement (July, 2004) had only
$20.00 worth of Uploaded items (on the Total Credits line of the EFTS Statement); our final entry
then appeared as follows:
Total Other Fee (EFTS) entries (generally low balance penalties) are usually combined with
normal EFTS Service charges and entered as a negative total at the end of each month, though
they can be entered separately if you wish. Refunds of Other Fees or other positive adjustments
can also be entered here, as positive numbers using the EFTS Service Charge designation.
You’ll see a warning that “Service Charge entries should be negative numbers!” but you’ll be
allowed to proceed and override the warning.
6. Enter EFTS Redistributions. Using the Online EFTS Monthly Statement, enter your EFTS
Redistributions received. EFTS Redistributions are payments of accumulated credits over
debits during a specified period (quarterly); only Resource Libraries and other libraries with a
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large number of Loans over Borrows receive redistributions. These will be noted on the EFTS
Statement on lines for Total Redistributions.
Redistributions are entered as negative numbers on the regular Payments From Borrowing
Libraries Form. Choose the Payments choice on the Billing, EFTS Menu Bar dropdown, and
then Redistributions (EFTS) from the Invoice Combo Box.
This will assign the RedistrbType to this payment. Fill in the rest of the form with values similar
to those of the EFTS Service Charge, above (remembering again that an EFTS Redistribution is
always entered as a negative number on the Payments Form), and click Add Payment to file the
transaction.
EFTS Credits to correct Borrower Debit Summary
If you should encounter a charge in the Detailed Debit Summary that you think is incorrect, note
the Request Number and Lender, but don’t mark that item as PaidEFTS. Mistakes are corrected
outside of the system by contacting the Lender directly and negotiating a solution. In most cases
this will result in the Lender uploading an EFTS Credit item in their next EFTS Upload. Credits
are noted with the addition of a CR at the end of the Request Number.
In our case, above, our Debit Summary shows an item 7757058CR, which is an EFTS Credit that
has been uploaded by the Lender. Also notice that in our Grid display, request number 7757058
shows a Chrg of $0.00. We can infer that an EFTS charge for some amount was included in our
Debit Summary for last month and that, after we contacted the Lending Library, that charge was
found to be a mistake. We therefore edited that request in QuickDOC and changed the charge to
$0.00. We can just skip over the Credit in this month’s report, since we never marked it as
PaidEFTS in the first place.
If you have already marked that item as PaidEFTS, you can either delete the payment in
Payments as Borrower under Billing, EFTS on the Menu Bar, or just add the appropriate amount
as a positive EFTS Service Charge amount using the Payments form.
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Borrow Function
Borrow Information in the Database
Information on items loaned is held primarily in the tblBorrowItems Table in QuickDOC.MDB.
Associated bibliographic information for any item is held in the tblBorrBibs Table. Local charge
information for any item is held in the tblBorrLocals Table. Information on Borrow activity is
displayed in a Grid format, available by clicking the Borrow button on the Main Tool Bar or by
clicking Lookup on the Menu Bar and choosing Items Borrowed.
Date Format Used in Searching
In order to evaluate dates uniformly, QuickDOC uses a Short Date format based on the Regional
Settings of the machine on which it is being run (e.g., 23-Sep-2001 will display as 09/23/2001 in
English – U.S. format; as 23/09/2001 in English – Canada format, etc.). Dates displayed in most
cases will use this format.
(Because of an idiosyncrasy of SQL Queries on Access-type databases, all SQL Search Dates
are re-formatted to English – U.S. for search purposes only, but this will have no effect on the
local format used or on the format displayed in QuickDOC. It will be transparent to the user.)
Dates displayed in Calendar Date Boxes for data entry will use the Month Day, Year format
(e.g., Sep 23, 2001) so as to skirt the date format issue entirely. These controls have some
degree of built-in intelligence, so that when you begin typing the month name it will often
complete all three letters if there is only one possibility---as in Sep, above). You can check the
local settings for your machine in the Control Panel, under Regional Settings.
Borrow Grids
Lists of items requested are normally displayed in Grid format, showing either current requests
outstanding or those requests that have been sent and received (the Backfile), according to
whatever limits are set. Searches can be limited by Date and by choices on the ribbon bars. The
Requests Outstanding Grid will be the first grid shown after you click Borrow, but you can
toggle back and forth between Requests Outstanding and the Borrow Item Backfile Grid by
clicking the ribbon button with the white background just above the Search Box. In the Requests
Outstanding Grid, the toggle always reads Go To ALL Borrow Items, i.e., the reverse of where
you are.
The Borrow Item Backfile grid shows Go To Outstanding Only as the toggle.
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In addition, multiple deletes and global column changes can be accomplished on any of the Grid
views. Search Dates selected are displayed (in local date format) in the box just above the Grid
to the right, as well as in a Tool Tip when the mouse is held over the By Dates button.
Request Number Searching in Borrow
In all Request Number searches, whether made on the Requests Outstanding Grid or the
Borrow Item Backfile Grid, if a part of the request number is entered in the Text Search Box (the
box next to “Containing” below), then ALL records that match that Request Number pattern
and Search criterion (Containing, Equals, etc.) are retrieved, no matter what the date of the
request might be.
If the Text Search Box is left blank, then ALL Outstanding Items will appear in the Requests
Outstanding Grid, and ALL Items (within the selected Date Range) will appear in the Backfile
Grid. This broad-based response is unique to Request Number searching; all other searches are
limited by the criteria of the Grid used and by the range of Dates Selected.
An exception to the ‘All Dates’ rule for Request Number is made for searches where there is
something entered in the Search Box and the Search Criterion is Beginning With; Beginning
With Request Number Searches will adhere to the Dates currently set for searches.
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This is intended to permit the searching of various non-DOCLINE items, entered manually with all
request numbers beginning with a certain phrase or letter, within the Dates specified. (E.g., if you
enter all WEST CAMPUS items with a number beginning with WEST, they will be retrieved in a
Date Search properly with a search strategy of ‘Beginning With’ WEST.)
Another common use of the Beginning With search is for Copy Service activity (where the prefix
is COPY). For Copy Service, just set the dates and type COPY as the Beginning With value:
All your Copy Service items will be displayed, sorted by Date Received. You can then re-sort the
list by any column (e.g., Patron, to order the list by Patron) to see subsets of Copy Service
activity.
Requests Outstanding Grid
All items that have not yet been acted upon will appear in the Outstanding Items Grid.
The Requests Outstanding Grid will be the first Borrow Grid to appear during each session.
This is to give a brief look at the number of items still not received. As items do arrive at the
library (or are sent directly to the Patron), their records should be checked in here. For the most
part, except for Cancels and Loansome Doc requests filled by yourself, there is no automatic
check-in possible, since only the local library can know exactly when something arrives.
Rush and Urgent Patient Care DOCLINE Requests
DOCLINE 2.7 introduced two new Level of Service categories: RUSH and Urgent Patient Care.
These two categories join Color Copy in the Special Handling group. The Urgent Patient Care
service level is defined as "process and ship immediately." The RUSH service level is defined as
“process and ship by end of day.” DOCLINE’s Time-Triggered Actions were also changed for
rerouting "Rush" and "Urgent Patient Care" requests. Requests not receipted on the day the
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request routed will reroute the same night. Receipted requests not acted upon will reroute after 1
business day.
Since both service levels are displayed to the left of the line on DOCLINE where Item Type (e.g.,
Journal) and Item Form (e.g., Copy) are displayed, QuickDOC looks for these words as well when
importing data (screen shots below are from NLM 2.7 examples).
QuickDOC versions earlier than 2.1.7 will fail to record Type and Form information on Rush and
Urgent Care requests.
Since Urgent Patient Care items are defined as even more critical than Rush items, QuickDOC
will identify these also as Rush = Yes on both Borrow and Lend Grids. All Rush requests are
moved to the top of the display (out of the usual chronological order) in the Requests
Outstanding Grid (currently outstanding Borrow Requests) and will be painted yellow as shown
below.
The top two here are either Rush or Urgent Patient Care requests and should be received before
the end of the day. Other outstanding items are then displayed in order of their Sent date.
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Requests Outstanding Note Field
Note Icon
The Requests Outstanding Grid contains a Note field in the far right column of the Grid (as does
the Borrow Item Backfile Grid, but the Note Icon will only appear on Requests Outstanding). In
most cases, the Note field is scrolled off at the right of the screen and isn’t therefore visible unless
the grid is scrolled to the right. And when the grid is scrolled to the right, the important fields to
the left are out of sight:
In some libraries it is common to put notes in this field regarding disposition of the item when it’s
checked in, and other pertinent information about the request (there’s only 50 spaces available
for the note, so it can only be a brief message). Because the Note field isn’t normally visible, and
requires a scroll to the right even to see whether or not a note is present, it is easy to miss this
information.
QuickDOC provides a visual clue to the presence of something in the Note field, the Note Icon:
Any row that has an entry in the Note field (except for the default Loansome Doc entry of “Refer
on…”) will display the Note Icon to the right of the Request Number. When the Note Icon is
present, you can also check the contents of the Note field without scrolling by moving the mouse
cursor over the Note Icon for that row. The contents of the Note field will then appear as a
Tool Tip (as shown above).
It may be necessary to make the RQNO Column wider, to allow space for the Note Icon without
obscuring the latter part of the Request Number. Do so by moving the mouse cursor up to the
vertical line between RQNO and Patron (the cursor will change to a cross shape)…
…and dragging the vertical border to the right...
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Once this change is made, it should continue thereafter each time you start up QuickDOC (it will
be observed in both the Requests Outstanding and Borrow Item Backfile Grids, but not on the
Lend side).
Adding Notes in Requests Outstanding
The quickest method for adding a note to an item in the Requests Outstanding Grid is as follows:
1. Click once into the Request Number cell of the item where the note is to be added;
2. Press the End key to pop over to the Note field;
3. Start typing the note;
4. Press Enter when finished, to post the note and return to the leftmost column of the
Grid.
Clearing Notes in Requests Outstanding
The quickest method for clearing a note field in the Requests Outstanding Grid is as follows:
1. Click once into the Request Number cell of the item where the note is to be cleared;
2. Press the End key to pop over to the Note field;
3. Press <F5> to clear the field;
4. Press Enter when finished, to clear the note and return to the leftmost column of the
Grid.
Pressing <F5> in the Note field is equivalent to pressing <F2> to begin a field edit, <Home> to
move to the beginning of the field, and <Ctrl><Delete> to clear the contents of a field.
Patrons reaching Maximum Free Items per Year
There is a column in the Local Charge Profile that provides for assigning a number of Free
Items per year to Patrons who have been assigned that Charge Profile. As a method of notifying
the Library Staff when a Patron has reached, or is about to reach, that maximum number of
Free Items, QuickDOC will make a check during every QDPortal Import for each Patron to see:
1. Does the Charge Profile assigned to this Patron include a Free Items entry greater than
0; and
2. If so, is the number of items already received for this Patron during this (fiscal or
calendar) year greater than the Maximum Number of Free Items minus 3?
If both of these criteria are met, QuickDOC will put a note in the BorrowNote field during import.
The format of the note will be “Patron has X Free items (Max allowed = Y),” where X is the
number already received and Y is the total Free Items listed in the Charge Profile. Holding the
mouse cursor over the Note Icon will display the note:
174.
Note Icons, and the formatted note, will continue to appear, with incrementing numbers for X,
though not for Y, until the end of the year, when the numbers are reset. It is the first few
appearances of the Note Icon, however, which are meant to alert Library Staff that invoices are
about to be needed for the Patron involved. You can leave the generated notes alone (as an
easy reminder of how much you’ve done for this Patron) or you can also blank out the Note field,
which will also suppress the Note Icon on future Requests Outstanding displays for that row.
Lending Library Charges – How and when are they computed?
Unlike the Local Charges, which are calculated only when the item is received, the Library charge
is calculated, based on the Library Charge Profile of the Library to which it is first sent, on first
import into Requests Outstanding. It isn't automatically re-calculated thereafter unless either the
Delivery Method, Rush value, or Library LIBID is changed. If you change a Library’s Charge
Profile, the new designation will take effect only on new requests; existing charges will be
unchanged.
But even existing item charges will be determined by the new profile if any of the signal values
(Delivery, Rush, LIBID) are changed, causing a re-calculation using the new Charge Profile. You
can test this by changing a Library’s Charge Profile, then changing the Delivery Method on one of
that Library’s items, saving changes and then changing the Delivery Method back to its original
value. The new charge profile will determine the new value. And it’s always possible to change
the Charge value directly, by double-clicking into the Chrg field and entering a new amount; this
new change will stick unless, of course, a later change in Library, Delivery or Rush causes a later
re-calculation.
Use the F4 Key to go directly to Local Information
Clicking the + sign at the left of any row will bring up the underlying Bibliographic and Local
Item Information. Bibliographic Information is the initial default, but if you click that + sign two or
three times, eventually you will uncover the Local Information Grid.
In order to make this process a bit more accessible, if you press the F4 Key before clicking the +
sign, the default will be for Local Information rather than Bibliographic. This option only occurs if
the focus is in the RQNO cell. While this will be true in both the Requests Outstanding Grid and
the Borrow Item Backfile Grid, it might be most useful in Requests Outstanding to indicate a
change in the Local Delivery Method before the item is marked Received. In the case below,
the F4 key was pressed before the + sign (now a – sign) was clicked:
If you change the Local Delivery Method, this is a key for QuickDOC to re-calculate the Local
Patron and Dept Charges (other keys are changes to Rush or to the Lending Library), so you
may see changes there as well:
175.
In the case above, since the Status is still Outstanding, the charges will be re-calculated again
when the item is checked in (marked Received). If there is no other change in Rush or Library
or Delivery Method, though, the charges re-calculated will be the same as those above.
After an item has been invoiced or paid, however, all changes to ChrgAsPatron and
ChrgAsDept will be ignored, as a practical matter, since the final Local Charge is assigned at
the time the Local Status is changed to Invoiced or Paid (Patron or Department). In order to
re-calculate, you must first change the Local Status back to Open (which usually means deleting
an Invoice or Payment assigned to it) and then re-do the payment or invoice.
Copyright Check in Requests Outstanding Grid
For libraries located in the U.S. the Requests Outstanding Grid will highlight in red items where
the Journal has already been borrowed 5 or more times during the current year. This count
will exclude items where the year of publication is earlier than 5 years before the current
year, but it won’t consult the CCL or CCG status, so it should be considered a ‘heads up’ rather
than a final report.
This information can be used to cancel and re-direct an item to a lender that includes Copyright
payment in the fee, or to add an extra royalty charge to the Patron Charge after the item is
checked in.
For libraries located outside the U.S. the Requests Outstanding Grid will highlight in red items
where the Journal has already been borrowed 10 or more times during the current year, no
matter what the year of publication.
176.
Journal Times Borrowed Count in Requests Outstanding Grid
The number of times borrowed is always available in the Requests Outstanding Grid by selecting
Show All Grid Cols from the context menu that appears when you left-click the header of any
column. Scroll to the far right to view the column (the header will be the current year + “Borr”).
If you click on the header of that column you can Sort Descending to put the most borrowed titles
at the top. Again, these numbers reflect CONTU Guidelines values in the U.S. (only publication
dates within the previous five years) and all dates outside the U.S.
For complete Copyright information, use the Copyright Report (All Items) to check/edit CCL and
CCG values; then use the Copyright Report (U.S. – CCC) to file with the Copyright Clearance
Center.
Journal Title editing in Borrow Grids
When importing DOCLINE Borrow requests into the database, QuickDOC uses the ISSN, in most
cases, to do a lookup of the Journal Title in the tblJournals Table. It then notes the JrnlID
number and uses that from that point on to track journal use.
If an incorrect ISSN has been assigned to a Journal record, you may notice that an incorrect
journal title shows up as a result. To correct that record, first check SERHOLD on DOCLINE to
get the correct ISSN for the journal title displayed. Then click into the Title cell with that incorrect
journal title. A To Jrnls button appears above. Click that button to get to the Add/Edit Journals
Form.
177.
This brings you to the Add/Edit Journals Form, where you can edit the Perspectives
psychiatriques record to show the correct ISSN.
This will file the change and bring you back to the Borrow grid, but the incorrect title (albeit with its
now-correct ISSN) will still show as the current title in the Grid. The final step to retrieve the
correct title is as follows:
1.
Click the To Jrnls button again to return to the Add/Edit Journals form.
2.
Click the Clear Form button to prepare for a search by ISSN, Title or NLMUI.
3.
Enter the beginning of the correct journal title (using abbreviations as necessary).
4.
Click Search.
5.
Double-click the correct entry from the list displayed. This will bring the values
from that journal record over to the edit boxes on the left side of the form.
178.
6.
Click Back to bring that journal’s values back to the Grid.
This method insures that not just the title but also the correct JrnlID are associated with the
record.
Quick Journal Times Borrowed Report
While the Requests Outstanding Grid will highlight items borrowed 5 or more times, it doesn’t
show detail on the number of times the title was borrowed. To have a quick look at all Borrow
transactions for any title, just click into the Title cell in either the Requests Outstanding or Borrow
Items Backfile Grid, which will expose a Quick Jrnl Rpt button. Click this button (or press
<Alt><Q> on the keyboard) to see a list of all times the Journal Title was borrowed since the
beginning of the year.
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The Print Preview screen will display the list (the dates Jan 1 to Date are built into this report):
This is basically a short version of the Journals Borrowed (Full) Report. If you want a printout,
click the Print Page menu choice. The printout is basically a screen shot of the top half of the
report.
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Because of the way this is set up, it will only print as much of the report as shows on top of the
horizontal scroll bar at the bottom, but this should be sufficient for most shorter lists.
Monograph Quick Report for Borrows
To display a list of Monographs Borrowed since the beginning of the year, click into the Title cell
of any Monograph and click the Quick Jrnl Rpt button. Monographs borrowed will be
displayed as follows:
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The list is sorted alphabetically by Monograph Title, with no citation (most of these citations will
be “Monograph” anyway) but with the Patron listed along with the Lending Library.
Printing a Detailed Borrow Report for One Lender
Borrow Reports for activity with a single Library are available in either the Requests
Outstanding or the Borrow Item Backfile grids. In most cases you’ll want to use the Backfile
grid, since there is no date setting in Requests Outstanding. The report will be titled Detailed
Borrow Report – Lender (followed by the Lender’s LIBID).
If you do run the report from the Requests Outstanding grid, QuickDOC will use the first of the
year as the Begin Date and Today as the End Date, but since the record you are looking at is,
by definition, still outstanding, it won’t appear in the resulting Detailed Borrow Report - Lender
and, in some cases, the report itself might therefore be empty. If this is the case you’ll see the
familiar No Records To Print message.
To prepare the report, set the dates in the Borrow Item Backfile grid to match those you want in
the Detailed Borrow Report – Lender (One Library), then click Search. This will populate the
grid with all Borrowed Items during that period.
At that point, find the Library whose activity you want to print out in the Libr column of the grid (to
sort the list by Lender, you can left-click the header of the Libr column---that box at the top of the
column, labelled Libr---and choose Sort Ascending, to easily find a row with the appropriate
LIBID to report). Click once into that Libr cell (it will turn light blue, as shown in the MAUHCM cell
below) to expose the hidden Print Lender Rpt button at the upper right:
182.
Click the Print Lender Rpt button to print the report to whatever your default printer might be.
This report corresponds to a single library section in the Detailed ILL Report for Borrowed Items.
Checking In Requests Outstanding
There are a number of ways to check in an Outstanding item that has been received:
1. Change Status to Received. An item can be checked in, once it’s arrived, by simply
changing its Status to Received from Outstanding in the Status column. If you enter nothing in
the Rec’d date column (just to the left of Status), Today’s Date will be applied (you can always
enter the date information also, of course). Then, either click on another row of the Grid or click
Save Changes to register the change.
2. Enter a Received Date. Entering a Received Date in the Rec’d column will automatically
change the Status to Received. Then, either click on another row of the Grid or click Save
Changes to register the change.
3. Use the Record Selector button. You can also batch check-in ALL of Today’s Check-ins
by first selecting each one (use the Record Selector button at the left edge of each row; Record
Selectors are described below). Holding down the Ctrl Key while clicking each Record Selector
allows the choosing of multiple rows. Holding down the Shift Key while clicking the Record
Selectors of two records will choose those two plus any records in between. See ‘Selecting Grid
Records’ below for illustrations.
183.
Once you’ve selected the records to check in, you can change the Date to be applied as the
Rec’d Date to all of them by clicking the Default Date button (all these buttons will appear when
the first record is selected), but in most cases the initial default, Today’s Date, will be appropriate.
At that point click the new Mark Rec’d button to check in all selected items. Only items still
marked as Outstanding or Queue (which is the status of any Loansome Doc request when it’s
first received) will be affected.
While this method is most useful as a batch check in, it can also be used regularly to check in
individual items. The procedure is as follows:
1. Click the Record Selector next to the item you want to check in;
2. Change the Default Date if necessary;
3. Click the Mark Rec’d Button to record the change;
4. Repeat for any other individual check-in.
4. Use a bar code reader. Ron Schultz posted this to QuickDOC-L of his experience using his
bar code reader to check in items as they arrived:
This is what I have found using the new borrowers section of q-doc. I use bar-codes. I also
save in a file a copy of the request to include the bar-code for the record number. I scan the
bar-code and the record comes up in the "outstanding" section.
I first check to make sure it is from the original library, if not then the change is made.
Second, I change the outstanding to received. Today's date will also be filled in. I then
update.
After a few days of working with the system, it can all be done in about 5 seconds now. I am
then off to the next record. The bar-code reader speeds this up nicely.
The Patron and Libr columns include dropdown boxes with lists of ALL Patrons in your Patrons
Table (tblPatrons) and ALL Libraries in your Libs Table (tblLibs). These lists are opened by
clicking the down button (for some reason it takes three clicks the first time to drop the list down,
but only one thereafter) at the right edge of each column. Fields with data that may be wider than
the width of the column they reside in will show the complete field information as a Tool Tip when
you move the Mouse Pointer over that cell (as in “Jones, Joe” above).
In the case shown above, the Requests Outstanding Grid shows a typical screen after an initial
import in a library that has been saving requests in QDPortal but has just begun using QuickDOC.
In most normal use, you will not have 2,756 Outstanding Requests! (If you do, hire help at once.)
In normal use, after doing the import from QDPortal for that particular day, come here to the
Requests Outstanding Grid and check to be sure that all requests sent have been properly
imported into the database. You can reverse the normal sorting by clicking the header of the
“Sent” column to get the Column Context Menu.
and choosing “Sort Descending.” This will put today’s items right at the top for easy checking.
You can toggle back and forth between these two Grids using the Ribbon Button with the white
background and blue letters. In the above Grid, clicking the “Go to ALL Borrow Items” button
will switch to the Borrow Item Backfile Grid.
184.
Batch Check-in of Borrows
If you suddenly discover that you have a number of Borrow Requests that remain in the Requests
Outstanding Grid, when they should have been processed sometime long ago, you can do a
batch check-in that will keep the records in the general time period when they were truly received.
Use the following three steps to batch import these items:
Process Unsuccessful Items
Click the “Borrow” button to get a list of all Outstanding Borrow Items (Cancels and Loansome
Doc Not Filleds will have already been processed). The first step in batch processing is to cull
out those newly imported items that were NEVER received. These we can mark as Not Filled in
the Grid.
Use your saved paperwork to process, one by one, those items that were unsuccessful.
Outstanding Requests are generally displayed without reference to Start Date and End Date
(since, generally, they will always be fairly recent), but you can use search for Request Numbers
to bring up the item you want, or just scroll to the appropriate row.
You can also sort by any column in this list to make it easier to find these items. Just click the
header above the column you want to sort and choose “Sort Ascending” or “Sort Descending.”
Process Received Items with new Lenders
After all the Unsuccessful Items have been processed, the next batch will be those that were
received, but filled by a Library other than the one to which it was first sent (NLM has estimated
that about 90% of items sent on DOCLINE are filled on the first route, so this part should be about
10% of your outgoing items, more or less). These need to be processed in the same way the
Unsuccessful Items were published, above: one by one.
Change the Lender by clicking on the down arrow in the Libr cell and choosing the new Library.
Moving to another row or clicking the Save Changes button will register the change. You don’t
185.
need to mark the item as Received (although you can if you want to, adding the proper Received
Date), since you can batch process the item in the next step.
Process All Other Borrow Items By Month
Everything else on the list should now be a Received Item, with only the Date Received to be
determined. For the purpose of batch processing, you can choose a common date and then
batch process any number of items to Received, with that common Received Date.
The easiest choice might be to process them month-by-month. If you click the header on the
Sent column and choose Sort Ascending you’ll get the list in order by Date Sent. To select all
the July 2000 items, for example, first click the Record Selector (the button in the leftmost
column) next to the first row in July. Then scroll down and, while holding down the Shift Key,
click the Record Selector next to the last row in that month (or choose a date before the end of
the month when a common Received Date will best work). This will select all the items in that
month for processing.
Next choose the Default Process Date by clicking the Set Default Date button. Use the Date
Box or the Calendar to choose the Default Process Date.
The current Default Date, by the way, is always available as a Tool Tip if you place the cursor
over the button, as above. Once the Date is satisfactory, click the Mark Rec’d button to effect
the change.
186.
Repeat as necessary for the next month, until we’re up to date.
Borrow Backfile Grid
All items that have been completed, whether received or just unsuccessful, will appear in the
Borrow Backfile Grid. Initially, the Date Range for searches will depend upon whether you’re
using a Fiscal Year or Calendar Year Start Date.
1.
If the Start Date is equal to Jan 1st (Calendar Year) then the Grid’s default
begin date is either:
a. If today’s date is before June 30th: the display would begin at the first day of
the month 180 days ago, e.g., on June 23rd the grid would start the display with
December 1st of the previous year or,
b. If today’s date is July 1st or later: the display would begin at the beginning of
the current year, January 1.
2.
If the the Start Date is later than January (Fiscal Year), then the Grid’s default
begin date is either:
a. If today’s date is later than the Fiscal Year Start Date: the display will begin
at the beginning of the current year, January 1 (e.g., if the FY Start Date is Oct 1,
and today’s date is November 23rd, the display would begin at 1 January of the
current year).or,
b. If today’s date is earlier in the year than the Fiscal Year Start Date: the
display will begin at the Fiscal Year Start Date in the last calendar year (e.g., if
the FY Start Date is Oct 1, and today’s date is June 23rd, the display would begin
at 1 October of the previous year).
Current search dates are often shown in the gray box just over the top right of the Grid. Current
search dates are also available as a Tool Tip when you let the Mouse Pointer hover over the By
Dates Button for a second or two:
187.
Excluding Not Filled Items from Items Retrieved
In the Borrow Item Backfile Grid, Not Filled Items are usually included in the records retrieved,
except when a Search By Status of Request search specifically indicates that a certain status
only is expected (e.g., a search for Status Equals Received will not, by definition, include Not
Filled Items).
You can specifically exclude Not Filled Items from the records retrieved by checking the Exclude
Not Filled Items checkbox.
The same search, run with the checkbox unchecked, will include Not Filled requests along with
others retrieved using the criteria specified.
Since the Requests Outstanding Grid, by definition, won’t include items with a Status of Not
Filled, the Exclude Not Filled Items checkbox only appears in the Borrow Item Backfile Grid.
As with all Grids, the Ribbon Buttons just above the Search Text Box are used to stipulate a
common search type: Request Number, Patron, Dept, Library and Status.
188.
The total number of records retrieved by a search is displayed in the space just beneath the By
Dates Button.
The Name of the Grid being used is always at the top left of the form (Borrow Item Backfile,
above). A Description of the Grid’s Search Results appears in the middle of the blue Grid
Header (“All Borrow Item Backfile – By Request Number” in the case, above). Clicking any of the
column headers exposes a column context menu for that column, with choices for Show All
Grid Columns, Global Change, and Sorting A-Z or Z-A (see above).
Selecting Grid records
You can select and delete a batch of Grid records by using the Record Selector button at the
left of each row to select the row (or rows). Selected rows are highlighted in blue, as shown in
the illustration below:
In the view above, highlight rows you want to process by clicking their Record Selectors
(the buttons on the left column). To select more than one record, hold down the Ctrl key while
clicking, or press the shift key to select a range of records from the first record selected to the
end of the group you want to delete. To select ALL Records in the Current Grid, you can simply
click the topmost button over the Record Selector column (it has a small, inverted pyramid as an
icon), and you will notice that all rows in the Grid turn blue.
189.
Setting the Default Date for Batch Processing
Unless you want the Default Process Date to be Today’s Date (the default), select the Date you
want applied to all items in the batch by clicking the ‘Set Default Date’ button. Use the Date Box
or the Calendar to choose the Default Process Date. This is the date that will be applied to all
items selected when each is Marked Filled or Marked Paid, appropriate.
Once you’ve selected the Default Process Date, make sure it’s registered by either pressing
Enter (if you’ve been entering it by typing in the date box) or by clicking the “Set Default Date”
button again. The current Default Date is always available as a Tool Tip if you place the mouse
pointer over the button, as above. Once the Date is satisfactory, click the ‘Mark Rec’d’ or ‘Mark
Paid’ button, and all records selected will be processed, one-by-one so that any database
relationships can also be updated.
Marking Rec’d Borrow Grid records
This is the common process of checking in items as they are received. In addition to changing
the Status column directly (discussed above), you can use Record Selectors to batch this process
as well. Use the Record Selectors to select all the items you want to Mark Rec’d (check in).
Once you’ve selected the records, you can change the Date to be applied as the Rec’d Date to all
of them by clicking the Default Date button, but in most cases the initial default, Today’s Date, will
be appropriate. Once the records to be checked in are selected, and the date of check-in is
correct, click the Mark Rec’d button to check in all selected items. Only items still marked as
Outstanding or Queue (which is the status of any Loansome Doc request when it’s first
received) will be affected.
While this method is most useful as a batch check in, it can also be used regularly to check in
individual items. The steps are as follows:
1. Click the Record Selector next to the item you want to check in;
2. Change the Default Date if necessary;
3. Click the Mark Rec’d Button to record the change;
4. Repeat for any other individual check-in.
Marking Paid Borrow Grid records
This is the method used for recording Payments to a Lending Library. The most obvious use
is for batch processing a payment of a Lending Library , an EFTS Monthly Statement or IFM
Statement of activity. Use the Borrow Item Backfile Grid and set the Start and End Dates to a
period a week or two wider than the dates represented on the Invoice or Statement (because the
Invoice will reflect the Lending Library’s Fill Date, while our date of activity is the Received Date).
For an Invoice, you can further restrict the display to the Lending Library. For an EFTS or IFM
Statement, restrict the display by clicking the Search By Status of Request ribbon button and
choosing Equals Received to eliminate the Not Filled items, etc. The list will then be arranged
by Date Received and will contain only items that haven’t yet been paid. Working from the
Invoice or Statement, you can select each item listed thereon by holding down the Ctrl Key and
clicking the appropriate Record Selector.
190.
Once you’ve selected the records to mark to paid, with the proper date of payment set in Default
Update Date (which, for an Invoice, might be the date a Check Request was created and sent to
Accounts Payable), you can mark all selected records to Paid by clicking the Mark Paid Button.
If your own Library record indicates that you participate in the EFTS or IFM systems, you will be
asked whether this payment is an EFTS or IFM payment:
Whether or not this is an EFTS or IFM payment, you will next see a box entitled Check Number
or Other Note for recording Payment Information.
Use this to file away pertinent payment notes, etc. When you click ‘OK’ above, the records will be
changed to PaidLender in the Status column (PaidEFTS for EFTS Payments, and PaidIFM for
IFM Payments) and the payment will be recorded in the Borrow Payments Table
(tblBorrowPayments) by Request Number and with the appropriate note. Borrow Payment Type
is either EFTS, IFM or Other for all Borrow Payments at this juncture.
Steps for recording payments to Lending Libraries are as follows:
1. Click the Record Selector next to the item you want to mark Paid;
2. Repeat as necessary (with Ctrl key pressed) for all items in the Invoice, IFM or EFTS
Statement,
3. Change the Default Date if necessary;
4. Click the Mark Paid Button to begin the update;
5. Enter any Check or Payment info in the Payment Note box
6. Repeat for other invoices.
While batch processing is the most obvious use of this method, it can be used as an alternative to
individual editing of the Status column as well. In fact, using the Record Selector method, even
for an individual paid request, provides more information on the payment than just changing the
Status to Paid.
Only items marked as Received can be changed to Paid. If you have an item marked
Outstanding or Queue or Paid, you must first check it in as Received before proceeding.
Deleting Borrow Grid records
Once you’ve selected records to delete, you can delete that batch with the Delete Records
button. Records marked 'PaidLender', ‘PaidIFM’ or 'PaidEFTS' will not be deleted in this batch
191.
process. They must first be marked back to 'Received' so that any related Invoice or Payment
table information can be properly updated as well.
Global Updates of Borrow Grid Columns
Perform Global updates by first editing the topmost record of a column where you want all the
records to have the same value. Once the top record has the correct value, perform the Global
change by left-clicking the button at the top of the column, such as "Chrg" above.
The column will be highlighted and a message box will give you a chance to back out, if
necessary.
If you click OK, all the values will change to $11.00, except for columns where processing has
moved to a state where a change in charge isn’t appropriate, such as Status of PaidLender, or
Not Filled. Similar restrictions apply to most Global Column Changes.
Most of the columns have Dropdown boxes, or Calendar controls, for choosing options. The
Delivery Method column can be changed by clicking on the Down Arrow and choosing from the
list:
If you start typing the beginning letters of the value (as in picKup, above), the selection should be
found as a matter of course. You can also open a dropdown box on any Grid either by clicking
the down arrow or by pressing <Alt><Down Arrow> in the field.
Save Changes Button
In any case where changes are made to values on any Grid, the changes are written to the
database whenever the focus is moved from the row that is being edited to another row on the
Grid. Just clicking on another row, or using the down arrow or up arrow keys will cause the
change to be filed. Once editing has begun, the Save Changes button will appear when there
are changes ready to be filed. This button is really just an alternative method of registering
changes, since any movement out of the row will do the same thing. The Save Changes button is
essential, though, when a Grid has but one row.
192.
Clicking this button files any changes without the necessity of leaving the row.
Displaying and editing Borrow Citation records
The citation information underlying the records displayed on any Grid can be displayed by
clicking on the + sign to the left of the record. This information is kept in the tblBorrBibs Table of
QuickDOC.MDB and contains the following fields:
BorrBibRQNO
- Request Number, associates this record with tblBorrowItems
BorrBibCitation
- Citation information
BorrBibNoPages
- Number of pages in citation, used for Copyright reports, etc.
BorrBibArticle
- Title of the article borrowed
BorrBibAuthor
- Author of the article borrowed
BorrBibCopyright
- L or G, from the original request
BorrBib RefReason
- Referral Reason as indicated on Request
BorrBibPMUI
- PubMed ID, if applicable, will be used to flag dups
BorrBibPurpose
- Purpose of Request, for tracking type of activity
The highlighted cell is shown as above and any of the information displayed (except for the first
cell, which contains the Request Number) can be edited in the usual fashion, by either clicking at
an insertion point or typing over the currently selected value.
The insert seems to display best, by the way, when the record to be opened is toward the top of
the Grid, where it displays underneath the current record, rather than at the bottom, where the
display will move the current record to the top, and then display the child record underneath it.
The effect of this movement can be confusing at first in the latter instance.
Displaying and editing Borrow Local records
Local Billing, Due Dates, Returned Dates for returnable items, and other information can be
displayed by clicking on the + sign to the left of the record. Since this will toggle between the
Citation Records (tblBorrBibs) and the Local Billing view (tblBorrLocals), you may have to click a
few times before the proper view comes up.
In order to make this process a bit more accessible, if you press the F4 Key before clicking the +
sign, the default will be for Local Information rather than the Bibliographic in both the Requests
Outstanding and BorrowItem Backfile Grids. This option only occurs if the focus is in the RQNO
cell.
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This information is kept in the tblBorrLocals Table of QuickDOC.MDB and contains the following
columns:
RQNO
- Request Number
ChgAsPatron - Charge if a Patron Invoice is issued
Dept
- Department
ChgAsDept
- Charge if a Dept Invoice is issued
CostCtr
- Cost Center assigned for this item
Item
- Year and Title
LocalDel
- Internal Delivery Method
Rush
- Is there a Rush on this internally?
LocalStat
- Internal Payment Status, also on Backfile grid
Rec’d
- Date Item received
Paid
- Date Local Payment was received from Dept or Patron
Due Back
- Date Item is due back to Lender (returnable items only)
Date Ret’d
- Date Item was sent back to Lender (returnable items only)
Local Invoice - Invoice number for Patron or Dept
There are also two columns in this view that are not displayed, although they can be uncovered
by moving the vertical bar between RQNO and ChgAsPatron (for BorrLocalPat) or that between
Rush and Local Stat (for BorrLocalCHRG) to the right:
BorrLocalPat
- Patron Number (not displayed)
BorrLocalCHRG
- Holds the final charge (not displayed)
The highlighted cell is shown as above and any of the information displayed (except for the first
cell, which contains the Request Number) can be edited in the usual fashion, by either clicking at
an insertion point or typing over the currently selected value. Some columns, such as the
Delivery Method column, have dropdown lists to be used for changing values.
Local Charges – How and when are they computed?
The charges in the Patron and Dept columns are computed when the item is checked in (Status
changed to Received, using any of the check-in methods), and are based on the Local Charge
Profiles assigned to the Patron and Department. If you want to assign a different Patron
Charge or Department Charge, wait until AFTER check-in is complete and assign changes
only to Received items. Otherwise any changes you make may be overridden by the automatic
calculation.
The final charge (which will appear in the undisplayed BorrLocalCHRG column) isn’t figured until
the decision is made to generate an invoice, or to mark an item internally as Paid. When the
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invoice is generated, either the ChgAsPatron or ChgAsDept value is used, depending upon
whether a Patron Invoice or Department Invoice is printed.
When an item is marked as Paid (with no Invoice having been generated), the charge assigned is
determined by which of the Local Status Choices is used: PaidPt (i.e., Paid As Patron) uses
ChgAsPatron and PaidDp (Paid As Dept) uses ChgAsDept.
If you edit any of these BorrLocal fields, the new entry will appear in blue and you will be asked if
you want to save the change when you click the minus sign to close this view.
Loansome Doc Requests
For the most part, Loansome Doc requests are treated as a typical Borrow Request.
Loansome Doc Patrons, even if they are out in the hinterlands and unaffiliated with your
institution, come into the system at your behest and are considered your patrons on DOCLINE.
Treating Loansome Docs as Patrons also allows for Local Billing to track and bill Patrons no
matter which method they used to get the request information in to the library.
When Loansome Doc requests are first downloaded from DOCLINE they appear in the Requests
Outstanding Grid with the Status of Queue (Not yet sent). This is the natural state for a
Loansome Doc when it is first received, since we’re not sure whether it will be filled from the local
collection or transferred onto DOCLINE. Though there is a Sent Date indicated, it is for the
moment really an In Queue Date, since it hasn’t been sent anywhere yet.
If this item can be filled from the local collection, it will skip the Outstanding status entirely and
go directly to Received (think of it as if it were a complete DOCLINE transaction, and you've now
got the item in hand, from your copier instead of the Mail Room, ready to give to the Patron).
When you mark a Loansome Doc as filled on DOCLINE, the update is saved in QDPortal (the
filename is LDXUpdt.txt) and updated to the database, checking it in as Received, with today's
date, with your LIBID as the Lender. If the update doesn’t occur automatically, make the change
manually on the Requests Outstanding Grid. In this way all your Loansome Docs, both those
195.
you filled and those filled via DOCLINE, will be available for Billing and statistics in the same
format.
If the request can’t be filled from the local collection, transfer it onto DOCLINE in the usual
manner.
The status should change when this activity is picked up through the Portal (the filename is
LDXTrfer.txt), with new status value of Outstanding and the new Lender's LIBID replacing yours.
If the update doesn’t occur automatically, make the change manually on the Requests
Outstanding Grid.
The Source column is on the far right of the Grid (you'll have to scroll to the right to see it). It
indicates DOCLINE for regular DOCLINE requests and LOANSOME DOC for items input via LD
(even if it later gets transferred onto DOCLINE, since this is how we track Loansome Doc
activity). You can group together these Source groups on any Grid by clicking the Header of that
Source column and choosing Sort Ascending (puts DOCLINEs at the top together) or Sort
Descending (put LOANSOME DOCS at the top, together, after Source 'Other' if you have any).
Loansome Doc Changes in DOCLINE 2.5
Version 2.5 of DOCLINE made some changes in the way Loansome Doc receipts are displayed,
and consequently, how they are imported into QuickDOC. These include the following:
Maximum Cost field replaces old DOCLINE: (Yes or No) field
In DOCLINE 2.3 and earlier, there was a line printed in Loansome Doc Receipts that indicated
whether the Patron wanted the item to be transferred to DOCLINE if the Local Library couldn’t fill
it, or not. DOCLINE 2.5 changed this approach to a Loansome Doc Patron Maximum Cost
determination: Whatever Maximum Cost the LD Patron was willing to pay would be determinative
of whether or not the item would be referred on to DOCLINE.
Most people will just use the Maximum Cost field of the Loansome Doc printout to decide whether
to refer on to DOCLINE. QuickDOC will also compare this Maximum Cost LD Patron
information against the Local Charge Profile stored with the Patron (or Department), and put a
warning in the BorrowNotes field when the Local Charge might be greater than the Max Cost.
The Notes field is displayed by placing the cursor over the Note icon displayed at the right of the
Request Number cell. Because Local Charges aren’t finally computed until the item is Received,
you should treat this as a heads-up rather than the final word.
Loansome Doc Patron UserIDs
DOCLINE 2.5 and later no longer include a line for Patron UserID. Instead, the LD Patron logs
onto the system using a unique email address. QuickDOC can use the email address to look
upthe Patron record, but you’ll need to check to ensure that all LD Patrons have a single email
address, or that Patrons with multiple records have a unique email address for each, and that
they use that login when they want delivery to that address.
DOCLINE 2.5 and later also includes a hidden field in the Patron Email line for ld_patron_seq,
which stands for the unique key field (Sequence Number) in that Patron’s record at NLM.
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QuickDOC can also look up the Patron record using this field, and will save it as Loansome Doc
UI on the Misc Tab of the Patron Information form.
Loansome Doc Users may now enter a local identifier field
DOCLINE 2.5 and later includes the ability for the LD Patron to enter a local id number during the
Registration process. Libraries can decide what to call this number (depending on your local
custom; the example below uses “University ID” as the prompt that pops up when the LD Patron
registers.
This Tag is also used in the LD Request itself.
If you tell QuickDOC, on the DOCLINE Fields Tab of the Local Preferences Form, what your
Local ID Number is called (we’re just using ‘Identifier’ in the example below), QuickDOC can
check this field in LD Requests and use it to look up the correct Patron.
The number checked is the Local ID that appears on the first Tab of each Patron Information
Form record.
New Loansome Doc User Names can be re-configured on import.
Although newer versions of QuickDOC do a better job of parsing unusual Loansome Doc names
than earlier versions, there still may be cases where Loansome Doc requests (over which we
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have no control as to how the LD patrons designate their names and addresses), are set up in an
unusual fashion (unusual, at least, from what QuickDOC expects). In such cases QuickDOC will
stop, on import of a request from what might be a new patron with an unusual format, to ask you
what you think the format of this new LD Patron might be. The input box might look as follows:
If you recognize a true Lastname, Firstname that would best describe the LD Patron above, retype the selected text above with something like this format of the new Patron Name (use only
Lastname, Firstname and add the other values after the Patron Record is created). It doesn’t
matter, for our purposes, that this is a totally invented example; we’ll later look up this patron first
by ld_patron_seq (sequence number) and then by email address, so the format of the Patron
Name will be the very last of the lookups.
If you want to create a new LD Patron with a Lastname, Firstname of Test-Patron, Loansome
Doc, you might change the above as follows:
Click Ok if this is how you want the new LD Patron added. Otherwise, you can always edit the
record later. But to keep your work at a minimum, always assume that Lastname, Firstname is
the best format for QuickDOC to recognize. And a space after each comma is also required, if
you choose to create your own files that might later be imported into QuickDOC.
Loansome Doc Receipts Not Importing
Loansome Doc Receipts should be picked up automatically on any machine using the latest
version of QuickDOC. If LD Receipts picked up on one machine don’t seem to appear on
another, check to be sure that one machine or the other isn’t pointing to a different
QuickDOC.MDB database location.
If, for whatever reason, some LD Receipts haven’t properly imported into the database, there
are a couple of ways to get the LD Receipt data into the database.
Use Add Borrow to manually enter the information in, using Loansome Doc as the Source. If
you do this, you can also indicate the action taken on the request at the same time, if you know it.
Here are the usual choices for Loansome Docs added in manually using this method:
1.
Request Filled in-house. If you filled the request, use your LIBID as the Lender and
change the Status to Received, along with the correct Dates Sent and Received.
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2.
Request Not Filled in-house; not transferred to DOCLINE. If you cannot fill the
request and it shows DOCLINE = No, then use your LIBID as the Lender and change the Status
to Not Filled, along with the correct Date Sent and that same Date as Date Received.
3.
Request Transferred onto DOCLINE and item received. If another library filled it, use
that Library's LIBID as Lender, Status = Received, with appropriate Sent and Rec'd Dates.
4.
Request Transferred onto DOCLINE but not yet Received. Use Status Outstanding
and the LIBID of the library where it was routed, if you know it.
5.
LD Request receipted but not yet either transferred or filled locally. Use Status of
Queue, your LIBID as Lender, and Date Sent equal to the date the LD was receipted.
Using the above method, only numbers 4 and 5 will appear on the Requests Outstanding Grid
and only those will need to be checked in later, when they are indeed received or retired.
Another approach (especially if the LD Receipts are within the last 40 days or so) is to use the
Status/Cancel feature on DOCLINE for Loansome Doc Requests, All, Days up to 40. Click
Go and, when the requests are displayed, click each Request Number in turn to get the Full
Display. This will save the items again to the correct QDPLDX.txt file. After displaying all
necessary LDs, exit QDPortal, start up QuickDOC and Import.
This will put them all into the database (as Status Queue). At that point you can use a printed
copy of a file called NoLDXUpd.txt, located in the QDBorrow folder just beneath the database
location, along with the LDUpFail.txt file, to try to automatically run the updates. If you change
the name of the NoLDXUpd.txt file to LDXUpdt.txt, and move the file to the C:\QDBorrow folder,
once you've got all the unupdated LD Receipts into the database, you can then click File, Import,
QDPortal Borrow Items on the QuickDOC Menu Bar to run those updates through again. These
only work for LDs you've filled yourself, but they will update automatically; the rest you can
update on the grid as regular check-ins.
Tips when updating on the Requests Outstanding Grid
Usually when checking items in as Received, the program uses Today's Date as the Date
Received (assuming that you're checking stuff in every day as expected). If you're doing a batch
of old items, first click the header on any grid column and choose Show All Grid Cols from
the list. This will expose the Date Received column as well as the Date Sent.
When checking an item in, first change the date in the Date Received column to the correct
date. If the item is Received, you can then just click Save Changes since Received is the
default Status.
If you're doing a number of visible row check-ins, change the Date Received on the first and
just click into the Date Received column on the next one you want to check in. The row change
will file the first one with Status Received and put you in position to enter the date received on the
next. Saves a bit of time with only one click per row!.
Searching Borrow Grid Records
My boss is asking me how many loans have we gotten at no charge versus the amount
we've paid for. Is there any way I can get this for either what we've borrowed or what we
have loaned using QD?
The Compute Totals Report will give you average cost per Loan/Borrow but not absolute
numbers for Free and Not Free. But we can get these numbers fairly easily from the Borrow
Grid.
1. Open up the Borrow Item Backfile and search by the relevant Dates
2. Click Search; this will get you all records during that period.
199.
3. Click the Header at the top of the Chrg column and choose Sort Ascending. This will
put all the Free items at the top.
Click the Record Selector next to the first 0.00 row (it turns the row blue), scroll down to the last
0.00 row and, holding down the Shift key, click the Record Selector next to that row. They all turn
blue and the "nnn Records Selected" gives you your answer at the top.
But this group also includes Not Filleds. If you want to eliminate those, click the 'Search By
Status' ribbon button and choose Status Equals Not Filled. That will get you a list of Not Filleds
for that period. Click the header over Chrg for that group and Sort Ascending. That will put the
0.00 Not Filleds at the top. Use the Record Selectors to highlight the 0.00 Not Filleds and you'll
have the number to subtract from the 0.00 records selected in the paragraph above.
Print Borrow Grid Records
The Print Recs button provides a quick way to get a printout of a Grid. The first time you
choose to print you'll be brought to the Page Setup screen, to choose your typical print
parameters (Margins, Orientation, etc.).
Page Setup for Printing Borrow Grid Items
These are saved as defaults (in a file called PageSet.dat) and used for subsequent print jobs. If
no settings are chosen, then the Page Setup form keeps coming up, so it's a good idea to pick a
default setting. Also, when you change printers, or if you encounter a Printer Not Found error
when trying to print from the Grid, you can force a new Page Setup by choosing Reset Printer
from the File Menu. This will clear out the current PageSet.dat file so that all new values can be
written for the new printer. You’ll need to exit QuickDOC and re-enter for the Printer Reset to
take effect.
200.
Because the Print Setup is used mostly in the Grid Print process, the print-related choices on the
File Menu are often not enabled if a Grid is not being displayed. If the choice you want isn’t
enabled, just open any Grid and populate it with some records. That should give you the
following version of the File Menu (under File on the Menu Bar):
If the number of Grid records equals a print job of two pages or less, it will be sent directly to the
printer. There are approximately 30 lines on each page for Landscape and 37 for Portrait, so
that reports of fewer than 61 or 75 records, respectively, will be printed directly. If the report is
longer than that, you'll first get a message box asking whether you want a Print Preview first,
where you can choose the specific pages to print.
Under Print some pages, you can choose the specific pages to print.
In the example above, we've chosen to print the first page, plus pages three and four.
You can also choose to print just Selected Records. First, select the records you want to print
by clicking on the Record Selector button (the leftmost column on the Grid). Hold down the Ctrl
key while selecting to add multiple records, or hold down the Shift key after selecting the
first record and click the Record Selector of the last record in the group to select all
records in between.
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[This is the Record Selector column.]
[All dark blue rows are selected.]
Add Borrow Item Form
Selected with the Toolbar Add Borrow button, or from the Menu Bar under Add New, and
Borrow, this form adds a record to the Borrow Item backfile. It can be a Non-DOCLINE item or
an item not successfully captured through QDPortal. The Add Borrow Item Form also
includes access to the Libraries List, for selecting the Borrowing Library, the Patrons List, for
selecting a Patron, as well as a Journal Titles List (which is searchable by Title, ISSN or NLM
UI), which can also be used for incremental data entry. You can also use the Down Arrow key
to locate the Library (or Patron or Journal Title) and the Enter key to choose the highlighted
selection and transfer the information to the Add Borrow Items form.
Copy Service Items
Copy Service is a special category of non-DOCLINE request. Copy Service items are always
considered Borrows rather than Lends. It's similar to the way we treat Loansome Doc
transactions. Because the entity receiving services here is an individual, rather than a Library,
using the Borrow side of the transaction makes sense.
In general, use the Add Borrow choice to manually add Copy Service items (although there are
libraries that use Loansome Doc to get the item info into the system, and then just change the
source from Loansome Doc to Copy Service). It should be possible, though, to get almost the
same level of speed with the manual entry in Add Borrow as you can going through Loansome
Doc, without putting any extra strain on the LD system.
Here's how Copy Service works:
1. QuickDOC has a built-in Source value called Copy Service. This value is meant to capture
items filled from your collection for affiliated patrons, but it can be assigned to any Borrow Item
you decide fits that description. If your main non-DOCLINE Source is Copy Service, make this
your default Source by choosing it from the combo box Default Source when adding nonDOCLINE Requests on the General Tab of the Local Preferences form. By so doing, and by
unchecking the Suppress use of standard non-DOCLINE Prefixes box, you can be sure that
the Add Borrow form will automatically come up with Copy Service as the default and with a
unique number to identify the item. The Local Preferences Form is under Setup on the QD
Menu Bar, Set Local Preferences.
2. Once you've added Copy Service as your default non-DOCLINE Source, that value will
appear each time you click the Add Borrow Toolbar button to add a new Copy Service request.
QD will also create a unique Request Number, based on COPY (the Source), Date (yymmdd),
and a number, starting at 1, that will be incremented by 1 with each request that day. All of this is
to ensure that all items have unique Request Numbers not easily matched in DOCLINE (or any
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other system, for that matter). E.g., my first request number for Copy Service on February 1,
2007 would be: COPY0702011.
3. QuickDOC treats Copy Service requests differently from ILL requests. Copy Service items are
excluded from Borrow totals. (They will appear on Compute Totals (Borrowing) Reports as a
separate line and aren't included in ILL Borrow totals.)
4. Copy Service items are available for Local Billing. They can be included in any regular
local invoice, along with ILL charges, or printed separately, as Copy Service Invoices. (Use the
Billing Prefs Tab on the Local Preferences Form to indicate whether you want to use a Separate
Copy Service Invoice?.)
5. You'll want to assign Patrons (or Departments, if you bill back by Department) Local Charge
Profiles that reflect their exposure to charges. The default charge that QD assigns to each
Patron is computed from the Local Charge Profile assigned to that Patron. If you have a standard
charge for Copy Service, you can make a Local Charge Profile called Copy (or something
similar), assign the charge, and then assign that profile to each new Copy Service Patron.
If you have patrons that use both ILL and Copy Service, and your charges are different for each
category, just make a decision as to which category the patron uses most often and assign the
corresponding profile. You can always change these charges on the Local Billing Grid for those
items assigned an incorrect charge, but it's time-saving to let the default do the work as often as
possible.
Values in this group are related to Local Billing and management of returnable items. The
Local Chrg (Pat/Dept Charge) is the amount that will be (or has been, if it’s already been paid)
charged to the local Patron, Department or Cost Center in Local Billing. Anything entered in
Pat/Dept Chrg will be saved in all three Charge fields (LocalCHRGAsPatron,
LocalCHRGAsDept and LocalCHRG) in tblBorrLocals.
Lists in the Add Borrow Form
If you begin typing the Library’s LIBID when the Libraries List pops up, the selection will begin
traveling down the list until it reaches the LIBID in question (assuming it’s already in there).
Clicking on that list item (or pressing Enter when the item is highlighted) effectively registers your
choice. Once you choose the Library from the list, the Library's values for LIBID, Charge (for
the Delivery Method indicated) and EFTS are filled in at the same time. If you don't want to
203.
use the Lookup List, you can enter the LIBID directly (assuming you know what it is) by exiting
the Libraries List without making a choice:
1.
Double-click in the LIBID box (or press the Left Arrow Key) to return focus from the
Libraries List to the Borrower box on the Add Borrow Item form.
2.
Type in the LIBID.
Check the libraries box to the right and it should match if your typed-in value is in the database.
Default values are also the settings for each of the Combo Boxes, although any others can also
be chosen from the dropdown list.
Enter the Patron from the Patrons List in similar fashion. You can also search the Last Name,
Department and Cost Center fields to narrow down the choice.
In order to track Patron activity, you should create a Patron Record if the name you want isn’t
already on the list. Use the Add Patron button to get to the Patron Information Form.
The program keeps a table of Journal Titles, ISSNs and NLM UIs, sorted alphabetically by
either ISSN or Journal Title, which can be used for authenticated data entry. Choosing an item
from the list will fill in both the Title and ISSN text boxes.
The first match after three digits will move those values over to the Add Borrow Item form. But
keep entering the ISSN until it travels down the Journal Titles – ISSN List to the correct Journal
204.
Title. At that point press Enter or click on the entry to move the values for ISSN and Journal Title
over to the Add Borrow Form.
If you don’t know the ISSN, leave it blank and press Enter twice to use the Title box in much the
same way as the ISSN box: For an incremental Journal Title Search begin typing the Journal
Title, using the common QuickDOC abbreviations (see below) and the list will be populated after
the third character. Continue typing until you reach the desired title (it would require Br J ha to
get to Br j haematology, for example).
You can also use the Journal Search button in the Add Borrow Form to search on title words:
would return all titles with “trauma” in the Journal Title.
Use the New Journal Title button to move to the Add/Edit Journals Form to add a title.
Once the Journal ISSN and Title have moved over, a new Edit Journal Button appears, which
can be used to move directly to the Add/Edit Journals Form.
If the Journal Title is not on the list, you can add the Title and ISSN so that it's included in future
lists, or you can just add the title for this request only (without the ISSN). Since we don't keep
track of ISBNs, this will always be the case for monographs.
When entering titles directly, either here or in the Edit/Add Journal Title form, try to use the list of
Journal Abbreviations that appears just off the right side of the form, so that future sorting and
displaying of Journal information can be consistent. You can enter a Journal abbreviation by
clicking on it, or simply by typing it in on the form.
Journal Abbreviations used in QuickDOC are few and fairly standard.
Journal Abbreviations
205.
An attempt will be made to automatically format data entered for Citation information, etc., so
that keyboard data entry can be as efficient as possible. In general, the following rules obtain:
1. You can retrieve the last entry made in any text box during the current session by
pressing <F3>.
2. Lender and Patron entries are made from the appropriate List. For Lender last entry
and Patron last entry, first press the left arrow key to exit the list, then press <F3>.
3. The Dept box is always filled with the Dept filed with the Patron.
4. Entries with Combo Boxes respond to typed entries by travelling down the list of choices.
5. ISSN and Title boxes present a list matching the first three letters typed and then travel
down that list for each additional letter typed. Press Enter when the correct item is
reached.
6. Lender Charge and Local (Patron/Dept) Charge boxes are completed with the default
charge filed for that Delivery Method in the Lending Library and Patron record specified.
7. The Max Cost box is automatically given whatever value is entered in the Charge text
box.
8. Date fields and Combo Boxes retain the values from the previous entry as defaults.
9. All citation information (including Month) can be typed in lower case and QuickDOC will
attempt to reformat after you press Enter for that field (you can press the Up Arrow, or
Shift-Tab, to return to a previous field if the automatic format is not to your liking).
10. When typing in page numbers, if you press the dash (-) after the Start Page the cursor
will jump directly to the End Page.
11. The Print Copy Checkbox will retain its last value (True or False) from session to session.
12. The Alt-A accelerator key will work to simulate a click of the Add Record button from
anywhere on the form
The complete Add Borrow Item form will look like this:
206.
The Borrow Note field (not shown above) appears just above the yellow Help box and permits
entry of 50 characters. The Payment Number for any Payment to Lender always appears at the
beginning of this field and should be left in that position, with other information added after it.
The Print Copy checkbox determines whether a printout of the information for this request will
be after the record is added. If you want hardcopy printouts of each item added, check this box.
Once the box is checked (or unchecked), that value is filed in the tblLocals table of
QuickDOC.MDB as
PrintBorrowAdd = True
and becomes the default thereafter.
Requests are printed two to a page, so you won’t actually see the first printout until after the
second request is entered. If the Exit button is clicked after an odd number of records were
added, the last request will be printed at that time on a page of its own.
Since these printouts use your Default Printer, it will also use whatever default settings your
printer was left at during your last print job. Watch out for situations where the printer was left at
Landscape instead of Portrait, or where some other application set the printer to some special
setting and never reset it back. Strange characters may result in the latter case. Turning the
printer off and on will usually reset the default settings.
Print Format of Added Borrow Request
Borrows added using the Add Borrowed Item Form have the following format:
Added Borrow Request Number: 44296
Date Added: 7-Nov-01
Journal Title:
Citation:
Cortex; a J devoted to study of nervous sys
2000 Apr;36(2):195-211
207.
Article Title:
Article Author:
ISSN:
New learning and remote memory.
Poliakoff E
0010-9452
Request Status:
Item Type:
Delivery Method:
Copyright:
Patron:
Dept:
EFTS Pmt:
Lib Charge:
Received
Journal
Mail
CCG
Coletti, Margo
LIBR
False
$11.00
Source of Request:
Item Form:
Referral Reason:
Purpose of Request:
DOCLINE
Copy
NOT
PC
Rush Request:
Local Chrg:
False
$11.00
Sent To:
Date Sent:
Date Recd:
Date Paid:
ILUAMA
7-Nov-01
7-Nov-01
Local Del Method:
Local Status:
Cost Center:
Date Paid Local:
Interoffice Mail
Open
Local Information
Values in this group are related to Local Billing and management of returnable items. The
Local Chrg (Pat/Dept Charge) is the amount that will be (or has been, if it’s already been paid)
charged to the local Patron, Department or Cost Center in Local Billing. Anything entered in
Pat/Dept Chrg will be saved in all three Charge fields (LocalCHRGAsPatron,
LocalCHRGAsDept and LocalCHRG) in tblBorrLocals.
The Local Delivery Method refers to the method by which the item goes from the Document
Delivery operation to the Patron. It is often the same as the main Delivery Method (and will
always be the same if the item is shipped directly to the Patron) but may also be different.
Pickup is the default, but if you change that method, the new method will become the default for
the next item added.
Local Status is either Open, InvPat, InvDep, PaidPt or PaidDp.
Date (Local Item) Paid is for the local (Patron, Dept, Cost Center) payment, not the payment to
the Lender.
Date Due (back to the Lender) can be entered for Returnable items.
Date Returned (to the Lender) can also be entered for Returnable items.
Local Invoice # is for cases where you are re-entering an item for which an Invoice has already
been sent.
Dates on Added Borrow Records
Today's Date will be the default date for records added, but previous values are kept from record
to record in most cases, so that repetitive data entry might be reduced. In all data entry Date
fields, the format is now mmm dd, yyyy, so that International dates can be entered in a format
understood no matter what the machine's Date setting format might be. If you press "D" in the
Date Rec'd text box, below, the entry will jump to "Dec" since that's the only match. You can also
use the dropdown calendars, as always, for entry of dates.
208.
Entering Multiple Borrow Records
There are function keys in Add Borrow Data Entry Fields that may help with data entry when
entering multiple records.
The <F3> Function Key will Restore the Previous Entry in this field.
The <F5> Function Key will Clear this field.
The function keys in Add Borrow Date Fields have specific duties:
The <F3> Function Key will enter Today’s Date.
The <F4> Function Key will display the Calendar (useful if your hand is on the keyboard, not the
mouse).
The <F5> Function Key will Clear the field.
209.
Patrons
Records for Patrons are held in the QuickDOC.MDB database primarily in the tblPatrons Table,
with associated records in tblPComms, tblPDCharges, tblPatronPrefPmts, tblPDAddrs,
tblPrefixes, tblStatus and tblSuffixes. Lists of Patron records are available in a column on all
Borrow Grids, as well as through the Patrons List.
The Patrons List
Displaying Patrons
Records for Patron are primarily accessed through the Patrons List (on the Toolbar) as well as
under "Lookup" on the Menu Bar, under Patrons. The Patrons List also pops up in other places,
such as when you're adding a new Borrowed Item, or when searching by Patron in the Local
Billing Grid, so that the Patron can be chosen from the list.
The list shows the Patrons in your file alphabetically by Last Name, which is the default sort
order. Start typing the first few letters of the Last Name to jump ahead on the list, or use either
the Down Arrow key or the Page Down key or the scroll bar at the right of the list to navigate
further. (the None Record, by the way, is a place saver for No Patron, and can be used in
records where the Patron name is unimportant, or when you want to delete a Patron record while
the Patron you want to delete still has backfile activity in the database. The horizontal scroll bar
at the bottom will expose the Cost Center column of the list if you drag it to the right. If you hold
the cursor over any entry that is wider than the column width, a tool tip will appear with the full
name visible.
As an item is selected (either by clicking on that line or by pressing Enter after moving down the
list until the Patron you want is highlighted), the Edit Patron Button is enabled (to switch from
Edit Patron to Add Patron, click 'Clear Choice'; the List will then be set to the topmost entry and
the Add Patron Button will be enabled).
210.
Searching for a Patron
You can search the Patrons List for specific matching entries by clicking on one of the search
buttons. You can search the Last Name column, the Department column, and the Cost Center
column. When you click the appropriate button, an input box will pop up. Enter any amount of
characters you want matched and the list will then display only those records where that matching
group of characters appears anywhere in the field.
To choose or edit a Patron, click on the line that contains the entry you want: the 'Edit Patron'
Button will be enabled and that Patron will be your current choice.
To reset the Patrons List after a search to its full number of entries, click once on any item in the
list to highlight it, and then either click the Clear button or click the header at the top of the Last
column to start the sort on that column.
Sorting the Patrons List
You can sort the Last Name, Department or Cost Center columns in ascending or descending
order by clicking on the header at the top of the column.
Deleting Patrons
Click the Edit Patron button to bring up the complete Patron Information Form, and then click the
Delete Patron button on the lower right of the General Tab.
If the Patron has any activity in the database, other than in the tblPatrons Table, itself, you’ll first
need to transfer that Patron’s activity to the (None) Record by using the Transfer Activity button
and pointing to the (None) Patron Record. See Transfer Patron Activity to (None) under
Patron Information Form, General Tab, below, for more information.
While the Transfer Activity button will do the job, changing the Patron referred to in a variety of
Tables from the real Patron to the placeholder (None), the default record, it’s worth considering
what might be lost. First of all, there will be no Patron to refer to in future reports. While the Dept
and Cost Center information for each request will remain, any Patron-related information (such as
Patron Status or Suffix) will be unavailable for reporting purposes. Local Payment information
will also be transferred to the (None) Patron record, where it’s aggregated with all the other
(None) transfers. And finally, once this transfer is made, there is no easy way to reverse it.
Editing Patrons
Click the Edit Patron button to bring up the complete Patron Information Form. Double-clicking
a line is the equivalent of selecting it and clicking the Edit Patron Button, and will also open the
Patron Information Form.
Inactive Patrons
Inactive Patrons are not included in the Patron List that displays in QDPortal at the upper right
of the screen during the DOCLINE session. On the Patrons List in the main QuickDOC program,
they are displayed, but with an [I] (for Inactive) at the beginning of the MI field to alert you to their
status:
211.
The [I] is actually included at the beginning of the Middle Initial field and is automatically added
or removed when you change the Active status on the Misc Tab of the Patron Information
Form. Consequently, while it is possible to add it or remove it directly, checking or unchecking
the Active checkbox is the preferred method (since adding an [I] to the MI field won’t actually
change the Active value!). Because it’s added at the beginning of the field, it preserves the actual
Middle Initial, but only if that value is 3 characters or less, since the maximum length of that field
is six characters.
Patron Information Form
The Patron Information Form consists of five tabbed forms, located by clicking on the Tabs at the
top of the form or by pressing Enter (or the Down Arrow) in the last control on the previous form,
except on the Misc Tab, which is the last Tab visible. Pressing an Up Arrow from the topmost
control of any form except the General Tab will move back to the previous Tab.
Patron Information Form – General Tab
The General Tab presents general Patron information, along with a snapshot of values set on
other Tabs, including Local Address information; phone, fax and email data; Cost Center and
Local Charge Profile.
The LastName and First Name fields are self-explanatory. The Middle field is technically for
Middle Initial, but it can hold up to six characters, so it may contain an entire middle name
(especially if this helps to differentiate Patron records) in some cases. The Local ID Field will
initially contain the old DOS QuickDOC Patron Number, if you have imported Patrons from old
QD, but is thereafter free for use in whatever scheme you have, locally, for identifying Patrons
(Employee Number, SSN, etc.). The Mail Stop field is for local mailing address, usually a Room
Number or PO Box.
The Dept (Department) field is a dropdown combo box with all registered Departments listed. If
you change the Dept value in a Patron record, you will be asked (when you have finished
editing and click either Apply or Ok) whether you want this new Dept value to replace the old
value in QuickDOC.MDB for any instance of the Patron record in QuickDOC.MDB. You can see
the Message Box below, in the Clone Patron section.
If you say Yes, then all values in any table of the QuickDOC database that also hold a separate
Department value will change that Department value to this new one. This is an easy way to
make a Global Department Change for any Patron.
212.
The remainder of this Tab shows current values from other Tabs (to permit one-stop lookup of
common values; if you want to make a change to one or more of these values, move to the Tab
specified) plus various command buttons for performing certain functions or accessing the Local
Addresses form.
Transfer Patron Activity
This is a quick way to Merge Patron Records. To transfer activity from one Patron record to
another, use the following steps:
1. Compare the old Patron record to the new, adding any unique data from the old record to
the new record on the appropriate Tab.
2. Bring up the old record, and click the Transfer Activity button.
3. The Patrons List will appear. Choose the Patron you want to transfer activity to.
4. A message box will appear (as illustrated here for a transfer using two patrons with nearly
identical names):
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5. Click Yes if you want to move all activity in the database that is now assigned to the
patron on the first line to the patron on the second line.
6. Click No to back out of the entire deal.
7. If you click Yes, all the activity assigned to the first patron in any table within
QuickDOC.MDB will be assigned to the second patron. You’ll next be asked if you want
to delete the old record:
8. Click Yes to delete the old record (the usual choice) or No if you want to keep it around
for some reason.
Transfer Patron Activity to (None)
This is the way to Delete a Patron Record while preserving all its associated item records.
As an example, Patron Allbrich, in the Grid below, is seen to have two records in the database
(this was an All Records search using the By Dates button), both Received in 2002 and one of
them with an associated charge of $5.00 paid by the Patron. Both records have a Dept, MED,
and a Cost Center, which happens to be Dept of Medicine, rather than a numeric value.
To delete Patron Albrich, while retaining the other values, use the following steps:
1. First edit the Patron by clicking Edit Patron on the Patrons List
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2. Bring up the old record, and click the Transfer Activity button. The Patrons List will
appear. Choose the (None) record at the top of the form.
3. A message box will appear referring to the prospective transfer (and also noting that the
Dept value will not be replaced):
4. Click Yes if you want to move all activity in the database to the (None) record.
5. Click No to back out of the entire deal.
6. If you click Yes, all the activity assigned to the patron in any table within QuickDOC.MDB
will be assigned to (None). You’ll next be asked if you want to delete the old record:
Click Yes to delete the old record. A look at the two Albrich items in the Local Billing Grid will
now appear as
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As you can see, the Patron Name Albrich has been replaced with (None). Dept and Cost
Center remain the same. The payment remains, but it is now assigned to (None) as the
Patron making the payment in the tblPatPayments (table of Payments made by Patrons).
Transfer Patron Activity to a Generic Record
The (None) Record will suffice for most cases where you want to delete a Patron Record but
also keep the individual item activity, but a variation on this was suggested in a QuickDOC-L
discussion: Generic Patron Records that would comprise values that we might want to persist in
retrospective reports, etc.
One case that might illustrate this would be a generic Patron record for Lastname OldNursing,
Firstname Patron. This record would continue to have the Department code for Nursing, and
would have the Patron Status NURS, which would be common to other nurses’ patron records. If
the nursing cost center was shared by all, then the OldNursing record could have that as well
(otherwise empty). The address values could be the Nursing Office; the Comms values as well.
The Charges values would be the same for all Nurses, anyway, as would the Misc values.
Once this Patron Record is created, any Nursing Patrons who leave the institution can be
Transferred to this record, and their individual Patron Records deleted. This reduces the Patrons
List to its minimal length while permitting various retrospective reports to be run in the future
using correct Patron Status, Dept and Cost Center values.
Unfortunately, this strategy will only work for Patrons where the Generic Record also closely
matches the Dept, Cost Center, Address and Patron Status of each individual record. It may
work for Patron Status NURS or DD or STAFF, but perhaps not for other patrons. In those cases,
use the built-in (None) record.
Clone Patron
This is a quick way to create a Second Matching Patron Record. To make a clone of the
current Patron Record, click the Clone Record button. The primary use for which the Clone
Button is intended is to create an exact copy of the current patron record, which will then be
available for changing only the field(s) necessary to distinguish between the two. Typically, if you
have a Patron whose requests should be charged to more than one Cost Center or
Department, you’ll need to make two records for that patron: one for each Cost Center or
Department, so that you can choose the correct assignment right at the point of first entry. Use
the following steps:
1. Make the first Patron record (if it hasn’t already been made) using one of the two (or
more) Cost Centers or Departments. Here’s an initial record, with the initial Patron record
number (45) at the upper left corner:
216.
2. To create the clone, click the Clone Record button, and a new record, with a new Patron
number (4739, below), will be the current record. All the record’s values (except the
Patron number) will be the same as the first record. Change the field (e.g., the
Department field, below, changed to OBGY, or the Cost Center field on the Charges
Tab), necessary to make this record distinctive:
3. Make any other changes for this new record and click Ok. If you made the change, as
above, in the Dept field, QuickDOC will ask whether you want to change ALL previous
requests from this Patron to the new Dept (as it does with any Dept change in a
Patron record):
4. Since there aren’t any 4739 Eowyn Dalys in any table (the search is by Patron Number,
not Name, and any Eowyn Dalys with activity will be under the first Patron Number, 45,
not this one, 4379, since we just created it), you can safely click either button. Most will
click No, I would guess, in any event.
5. When you click Ok to finish you’ll find yourself back in the Patrons List and you’ll see this
new Daly, Eowyn record in the List, with the new Dept, etc. In addition, this new record
will now also be listed, right beneath (or above) the first one, in the Patrons List that
appears in QDPortal online, so that you can select the correct Patron/Dept/Cost Center at
the time you send the request.
Editing Patron Name or Dept From a Borrow Grid
When you come to the Patron Information form by clicking the To Patrons button on a Borrow
Grid, you can make Patron Last Name, First Name and Dept changes, along with changes to any
other fields in the Patron record. When you make changes to the first three fields, however,
changes must be cascaded through many other associated tables in QuickDOC.MDB. And
when this cascading occurs while a Grid is displaying data, the Grid must be closed, the changes
217.
made (if any), and the Grid re-fetched and re-displayed. Since this may take some time, you’ll
see a message displayed while the Edit form remains visible:
Since the wait can seem interminable while you’re itching to get on with more changes, it makes
sense to make any extensive changes to Last Name, First Name or Department fields using the
Patrons List rather than the To Patrons button on a Borrow Grid. But if you do make changes
from the Grid, just be patient: the hourglass really will go away, eventually.
Clear/Reset Patron Record
Clicking the Clear/Reset This Record Button on the Patron Information General Tab sets all
values back to their defaults for an empty record and prepares for the creation of a new record.
The values on the form are the same as if you had arrived here by clicking the Add Record button
on the Patrons List.
Local Addresses Form
The Local Addresses form is available from either the Patron Information form or the Department
Information form by clicking the Edit Local Address button. Because addresses for Patrons
and Departments are often identical, it makes sense to save this information once and assign it to
individual Patrons or Departments rather than repeat it for each Patron or Dept record.
This information is stored in tblPDAddr in QuickDOC.MDB and can be added to or edited by
clicking the Edit Local Address button on the General Tab of either the Patron or Department
Information forms.
Each local address record is given a unique record number in the PDAddr Table (the record
number for Institution Name (Address): Beth Israel Deaconess; and Street1 (Address): 330
Brookline Ave.; is 2, in the sample below), and that record number (field PDAddrID in the PDAddr
Table) is then assigned, if selected, to Patron and Department records when choosing the Local
Address from the combo box (it’s held in the PatronAddrID or DeptAddrID field of the
appropriate table).
Anytime an address is needed for a Patron or Department, a lookup is made in tblPDAddr for the
values in the record number of the appropriate AddrID field. The Local Address Information
Form looks like this:
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Institution Name: This will be the General Institution in most cases but may also be an alias or
internal moniker. It may be a completely different institution for Loansome Doc Patrons. It
may also be blank, which may signify no local institution or the default local institution or just a
missing value. You can see that the potential for duplicates here is fairly strong. The MergeAddr
button will be useful to bring these duplicate (or redundant) addresses together. The field name
is PDAddrInstName and allows 60 characters.
Adding a Local Address
To add a new Local Address, first clear any current information by clicking the Clear Choice
button, then add the necessary information and click either Apply (to add the new record and
prepare to add another one) or Ok (to add the new record and exit).
Deleting a Local Address
To delete a Local Address, click on it on the list, to move the values into the edit boxes, and then
click Delete Addr. If the address hasn’t been assigned to any Patron or Department, then the
delete will be performed. If it is assigned to any Patron or Department, you’ll get a message box:
Reassign any Patron or Dept records and try deleting again.
219.
Automatic Capitalization
In most cases, when you are entering information into a new field (no previous data value),
QuickDOC will try to capitalize entries based on a rule. Usually it’s the first letter capitalized for
each word, but the Help box that displays when the field is entered will usually let you know what
kind of capitalization or formatting will be applied to any entries in that field.
Whenever (as above) the help box says something like “Normal Caps assigned at initial Data
Entry” it means that QuickDOC will try to assign automatic capitalization based on the initial
letters of words typed into that field. In the Institution Name field above, if you were creating the
record, you could type “beth israel deaconess medical center” into the Institution box and, after
you pressed Enter or Tab or clicked on another box, the entry would re-assemble itself and print
out in the box as “Beth Israel Deaconess Medical Center,” with the first letters of each word in
uppercase, which happens to be as it should be.
But what if you wanted an institution named “BIDMC Medical Center?” If you type “bidmc medical
center” into the Institution box and press Enter, you’ll see “Bidmc Medical Center” after pressing
Enter, which is close but not exactly what you wanted to enter. Unfortunately, even if you type
“BIDMC Medical Center” in most of these fields, it will first re-set to lowercase characters and
then apply the capitalization to the first letters, with a result exactly like the first.
If you’re worried about the capitalization that might be applied, enter the value in its proper format
and press Enter. Any format/capitalization changes will be applied and displayed immediately. If
they are not to your liking, press the UpArrow key or Shift-Tab or just click back into the field
you’re not satisfied with and re-type the correct field values, just as you want them to be
displayed. In the case above, manually change the “idmc” in the field to “IDMC” and press Enter.
Once the field has an actual value, entries are no longer vetted for capitalization and are
assumed to be edits.
The general rule is that, for initial entries into empty fields, QuickDOC tries to add the proper
capitalization, so that you don’t need to think about Shift Keys while entering information. But if
this should result in a bad capitalization format (like Bidmc or Nih), just register the change (by
pressing Enter or Tab or clicking on another box) and then click back (or press Shift-Tab) into the
box where the change needs to be made to correct the format (change idmc to IDMC or ih to IH),
and then Enter (or Tab or anything to exit that box) so that the change can be registered. (Box
should now read BIDMC Medical Center or NIH or whatever.)
Street1 is the first line street value of the address. DON’T use the Mail Stop value (usually
Room Number or local PO Box) since this is held in individual Patron or Department records.
The field name is PDAddrStreet1 and allows 60 characters.
Street2 is the second line street value of the address. DON’T use the Mail Stop value (usually
Room Number or local PO Box) since this is held in individual Patron or Department records.
The field name is PDAddrStreet2 and allows 60 characters.
City is the city of the address. The field name is PDAddrCity and allows 60 characters.
State/Province is the State or Province of this Address Record. It’s selected from the dropdown
list of StateProvs. To be eligible for entry in the State/Prov field of any QuickDOC Table, the
entry must already exist in tblStateProvs, the State/Provs Table in QuickDOC.MDB. If your
entry isn’t in the dropdown box, first edit (or add to) the StateProvs Table and then start up
QuickDOC again; the new values should be in the dropdown box. The field name is
PDAddrStateProv and allows 6 characters.
Postal Code/Zip is the Postal Code of the address. The field name is PDAddrPostalCode and
allows 20 characters.
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Notes on the address record can also be entered. The field name is PDNote and allows 50
characters.
Unique records in the PDAddr Table are identified by the combination of the Institution, Street1
and Street2 fields. Because the matching value might be in either Street1 or Street2 for a
specified Institution value, both are searched when looking for duplicates. Nevertheless it will be
common to see duplicate records, especially when one or another of these three values have
been left blank. It is therefore expected that the Merge Addr button will be used, from time to
time, to reconcile these near duplicates.
Merge Address Records
This is a quick way to Merge Duplicate Address Records. Any Patrons or Departments using
the old record number will be switched to the new. Use the following steps:
1. Compare the old Local Address record to the new, adding any unique data from the old
record to the new record.
2. Bring up the old record by clicking on it in the Local Address List, and click the Merge
Addr button.
3. You’ll then be instructed to choose (again from the Local Address List) the record you
want to transfer activity to.
4. When you click the row for the new address record, a message box will appear so that
you can confirm your choice:
5. Click Yes if you want to move all Patrons or Depts now assigned to the old address
(Bone Marrow Transplant, in this case) to the new address (Beth Israel Deaconess).
6. Click No to back out of the entire deal.
7. If you click Yes, all Patron or Dept records with the old Local Address ID will be assigned
the new Local Address ID number. You’ll next be asked if you want to delete the old
record:
8. Click Yes to delete the old record (the usual choice) or No if you want to keep it around
for some reason.
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Patron Information Form – Comms Tab
The Comms Tab has local communications information. For Loansome Doc Patrons, some of
this information may have been imported from a DOCLINE request, if it was available there.
This information is stored in tblPComms in QuickDOC.MDB and is associated with the main
Patrons Table with a matching ID Number (it matches the Patron Number). The field name is
PCommID.
Area Code (Voice) is telephone Area Code. The field name is PCommAreaVoice and allows 10
characters.
Voice Number is rest of the Voice number, including any extension. The field name is
PCommVoiceNumber and allows 20 characters.
Area Code (Fax) is fax Area Code. The field name is PCommAreaFax and allows 10
characters.
Fax Number is rest of the fax number, including any extension. The field name is
PCommFaxNumber and allows 20 characters.
Page Number is the Patron’s pager number. The field name is PCommPager and allows 15
characters.
Preferred Delivery is a note on how the Patron prefers to receive the item. It reveals a
dropdown Combo Box with whatever values are in the Local Delivery Methods
(tblLocalDeliveryMethods) Table of QuickDOC.MDB. Default values are similar to the
DOCLINE Delivery Methods: Ariel, Email (pdf), Email (tiff), Fax, Mail, Pickup, with some
obvious additions: FedEx, Interoffice Mail, Messenger and Other. These values may take on
more significance in the future as more items are delivered automatically and to the Patron’s
desktop. The field name is PCommPrefDelivery and allows 20 characters.
Email Address comprises two boxes. The first, a text box, is for the name part of the Patron’s
email address (the part before the @ sign). The field name for this part is PCommEmailAddr
and allows 50 characters. The second box is a combo box that reveals a dropdown list of local
domain names used by known Patron or Dept email addresses. This list is stored in the Local
222.
Domains (tblLocalDomains) Table of QuickDOC.MDB. To conserve space, each Domain
Name in tblLocalDomains is identified by a number in the LocalDomainNumber field, and it is
this number that actually resides in the Patron or Dept record. The actual name is stored in the
LocalDomainName field of tblLocalDomains, and it is the list of names derived from this table
that appears in the dropdown combo box. (None) is the default record and will appear if a Local
Email Address is unknown. Because Loansome Doc Patrons are counted as local Patrons, this
list can become fairly extensive if you have a large number of Loansome Doc users. The field
name in the tblPComms record is PCommLocalDomain and is a number field reflecting the
LocalDomainNumber in tblLocalDomains.
If the current domain name is the (None) record, you can either add a correct domain name from
the dropdown list or, if the correct Local Domain isn’t on the list, click the Add Domain button to
add it (this button will read Edit Domain if a value other than (None) is in the Domain Name box).
Adding a Domain Name
To add a new domain name to tblLocalDomains (and to the dropdown combo box), click the Add
Domain button when the current value is (None). You’ll see the Add Domain Name Input Box:
Simply enter the new domain name in the input box and press Enter or click Ok. The new
domain name will be added to the Local Domains Table and appear also in the current dropdown
combo.
The command button will change to Edit Domain, which allows for editing of a domain name.
Any changes made to a Domain Name entry will of course be reflected in all Patrons or
Departments with email addresses matching that domain. This is a fairly easy way to make those
dreaded email address changes post-merger, from oldhospital.com to newhospital.com, so long
as everyone is included in the change. If some will keep the old domain, then you’ll either have to
create a new domain name and individually assign each changing Patron or Dept to it or do the
edit to the new name and then create the old name again and assign each non-changing Patron
or Dept back to it. Not an enchanting proposition either way, but you can choose whichever
method yields the fewest individual edits.
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FTP Address is for any Patrons who participate in delivery of documents via FTP (or Ariel, for
that matter, which is a variety of FTP). This may not apply to many Patrons at this point, but
could change in the future. The field name is PCommFTPAddr and allows 50 characters.
URL: http// is for adding a web site for any Patron who wants this information known.. This does
not have much application at this point, and is included for information only. The field name is
PCommHTTPAddr and allows 250 characters.
Notes on the various values of this Tab can also be entered. The field name is PCommNotes
and allows 100 characters. The PComms Table also has a PCommTimeStamp field to track
changes made by concurrent users so that anyone trying to make a change to a record that
was changed by another user during the time it was checked out to edit by the first user will be so
notified and asked to first check the revised record before making a further alteration.
Patron Form – Charges Tab
The Charges Tab contains information about charges and payment options. Charge Profiles
determine the default charge that is applied when an item is received and is filed with the
BorrowItem record in the associated tblBorrLocals record’s BorrLocalCHRGAsPatron field
(there is also a matching BorrLocalCHRGAsDept field that will be used if the Invoice or Payment
is ultimately made using a Department Invoice or Payment). While this default can always be
changed in individual items, having the default charge be as accurate as possible can save a
great deal of editing later on.
This information is stored in tblPatronPrefPmts in QuickDOC.MDB and is associated with the
main Patrons Table with a matching ID Number (it matches the Patron Number). The matching
field name is PatronPrefPmtPatronRec. There is also an unrelated unique key field,
PatronPrefPmtID, which will allow for multiple Patron Preferred Payment records at some later
date.
224.
The Primary Cost Center field contains the main Cost Center used by this Department.
Additional Cost Centers can be added using the Add/Edit Cost Ctr button, to bring up the
Add/Edit Cost Center Form. Values other than the Primary value will appear in the Dropdown
box.
Charge Profile Used is a combo box used to select Charge Profile to be assigned to this Patron.
Charge Profiles for both Patrons and Departments are held in the PDCharges (tblPDCharges)
Table in QuickDOC.MDB. In the Patron record, this value is stored in the Patrons Table, rather
than in the PatronPrefPmts Table, in the field PatronPDChargesID. Charge Profiles must be
assigned to each Patron (they will otherwise be assigned the Default) and are filed with the
patron record. The PatronPDChargesID field can be up to 20 characters and must match a
value in tblPDCharges.
To edit or add a Local Charge Profile from the Patron Information form, click the Add/Edit
Chg Profile button to bring up the Local Charge Profile Information form.
Local Charge Profile Information Form
Local Charge Profiles can be named in any fashion that makes the most sense locally. In the
case above, the name “5 Default” is used to suggest a $5.00 default charge for Patrons and
Departments. The Use this as the Default Local Charge Profile checkbox is checked, which
indicates that this profile will be applied to any newly created Patrons or Departments.
To change the default, just bring up another profile and check the checkbox on that one. Since
there can only be one default at a time, checking the box on one profile effectively unchecks it for
all the others.
If we were to change the Base Charge in the “20 Free” profile to $10.00, we would create a profile
where the first 20 items are provided free to those with this profile, while any after that are
charged at the chosen Default rates: $10 Base Charge; No in answer to Use Cost As Base; a
225.
Fax Surcharge of $0.00; a Rush Surcharge of $0.00; an Other Surcharge of $0.00; a Per
Page Surcharge of $0.00; and 20 in the Free Items Before Charge Begins field. QuickDOC
computes the Free Items Before Charge Begins on the fly, adding the base charge only after
the free items total has been reached (currently set on a Calendar Year basis, but a Fiscal Year
setting will be forthcoming).
[The Other Surcharge field is used to apply a standard surcharge on any request, over and
above the charge computed from the other columns. In reality, it is only used in cases where the
Use Cost As Base box is checked and you want to add another standard charge to whatever it
is that you paid for it. Otherwise, it’s just as easy to put the extra charge in Base Charge, which is
also applied against each item. Like the Rush and Fax surcharges, the Other Surcharge will not
be applied on any item within the number of free items specified.]
To Add a Local Charge Profile, first click the Clear Form button to clear out any old values,
then begin typing in the new Charge Profile’s values. Once a Charge Profile is created, it must
then be assigned to individual Patrons or Departments before it takes effect on future items. In
most cases, a profile can be applied to a number of Patrons and Departments, so that when you
change your charges at any point, making the changes here will cause them to apply to any
Patron with that Local Charge Profile in future activity.
Make sure the new Local Charge Profile Name is unique (if it isn’t, you’ll be notified), and then
add the appropriate charges as they come. If you click Ok, then that Profile will be brought back
to the Patron that caused the search (but you’ll only notice this if you came from the BorrowItems
Grid form. (I'm not sure what causes this, but it's clear that we should restrict the names of all
Charge Profiles to alphanumeric characters. The QuickDOC.MDB database seems to choke
when it's asked to assign charge profiles like $11 or 12/15 to libraries, patrons or departments.
Just to make life easier, try to use ONLY alphanumeric characters when assigning a Charge
Profile Name.)
If you try to create a Local Charge Profile that matches one that already exists, you’ll get this
message in the Local Charge Profile Information Form:
The message box will notify you of the matching Charge Profile, and you’ll be asked if you want
to create a duplicate under the new name. In many cases, just knowing that the profile with the
charges you need is already there will be enough, and you can click No. In some cases, though,
it might be appropriate to create multiple Local Charge Profiles with different names, even
though they currently match an existing profile. The fact that both names exist gives you the
option to increase the charges in one, and not the other, at some point in the future.
For example, we currently charge in-house Patrons and Loansome Doc Patrons $5.00 an item,
but we maintain two profiles, one called 5 Default and one called Loansome Doc (not shown
226.
above) with the same values, so that we have the option to easily change one or another of the
values in one step at some future time.
There may nevertheless be cases where a Patron’s Local Charge Profile is applicable to that
Patron or Department only. In those cases, you might just name that profile after the Patron or
Dept, but don’t forget to assign it in the Patron or Dept record, on the Charges Tab, as well.
You can also edit or add a Local Charge Profile from the Setup Menu:
A Local Charge Profile Case Study
We are having trouble with local charges. We are part of a consortium. Consortium libraries do
not charge for ILLs but we still charge our patrons $5 per article. On the other hand we borrow
from libraries that charge $15 or $9 per article and we pass the cost directly on to our users
without adding 5 dollars. We can not figure out how to do this using the QuickDOC profile. If we
check Use Cost as Base Charge we get tons of zeros which we don't really want. We also
charge $10 total for a Rush from the Consortium, but we don't do this for the libraries that have
their own Rush charges. In that case we charge the patron what they charge us. Confused yet?
How can we wrestle this into a local charge profile?
Indeed, Charge Profiles can get complicated. It probably isn’t possible to make it completely
automatic with the current set of profile choices, but perhaps we can come close enough so that
individual editing will only be needed in a smaller, recognizable set of cases.
First, assuming that most of your items will come from the Consortium (or other Free Lenders
whenever possible), create a new Local Charge Profile (or just edit the built-in Cost of Request
profile, if that's the one you're currently using with most Patrons and Departments). This profile
will have the Use Cost As Base Charge box checked and the Other Surcharge amount set to
5.00.
This profile, assigned to all Patrons and Departments involved, will automatically assign a charge
of 5.00 to any item received for that Patron. Perfect for Consortium and Free Libraries, but 5.00
too much for charging Libraries.
When you check in items from charging libraries, use the method of changing the Status from
Outstanding to Received (rather than clicking the record selector and using the 'Mark Rec'd'
button in either single or batch mode) and clicking Save Changes; this will keep the record visible
(otherwise it goes right to the backfile). At the time an item is marked Received, the Local
Charges for that item are calculated. If you press the F4 key and then click the + sign at the
left of that item, you'll see the Local values, including the calculated ChgAsPat and ChgAsDept
values. Edit both of these to subtract 5.00 (20.00 to 15 or 14.00 to 9) and then click anywhere
outside that display and answer Yes to the Save Changes prompt. The item is now ready for
Billing, using either Patron or Dept Bills.
Because it's fairly plain at check-in time which items will have Library charges, this system should
be fairly easy to implement. (Of course, if you have to pay for a large number of requests then
this click and edit procedure is a bit of work, but it can be quick enough, in steps:
1.
Click the downarrow next to the box with Status Outstanding
227.
2.
Click Received
3.
Click Save Changes (the Date Received defaults to Today)
4.
Press F4
5.
Click the + sign
6.
Click into ChgAsPat (the whole 20.00 entry will be highlighted)
7.
Type 15
8.
Click into ChgAsDept
9.
Type 15
Then click anywhere outside the one-row display and confirm the changes.
On the Rush Surcharge:
There are actually two of these, one applied to the Library and one to the Local Charge Profile.
If the Lending Library has a Rush Surcharge of 10.00 and a General Charge of 15.00, you could
create a Library Charge Profile of 15Lib10Rush, with 15.00 as Base Charge and 10.00 as the
Rush surcharge. For that Library, when you change the Rush value on the Requests
Outstanding Grid from No to Yes, the charge is always re-computed and will change to 25.00.
When you change the Rush value of the main item record, the Local Rush value also changes,
so the value in the Local Display will also change to Yes. In most cases this is what you want,
since a Library Rush is often a Local Rush as well.
In your case, you want to charge an extra 10.00 only when there isn't a Rush charge in the
Library charge, and charge only their Rush charge when there is. I think the solution here is
similar to the one above.
First edit our new Cost of Request Local Charge Profile and add a 10.00 value to the Rush
surcharge box. This will cause an extra 10.00 to be added to the local charges with that profile
when the Rush value is changed to Yes. In cases where the item is filled by a Consortium
member (or other Free Library) the local Rush value will also be changed to yes, so it will be
prepared to add another 10.00 to the local charge when that item is marked Received (any
method, since no editing will be needed). As above, Consortium and Free requests will be
automatically calculated properly.
For Libraries with their own Rush charges, however, this will be 10.00 too much. Because their
Rush charge is subsumed in their Cost of Request, though, all we need to do is to turn off the
local Rush value. And since we're already editing this item on check-in, because it's not a Free or
Consortium item, we can also turn off the Local Rush value at the same time. In fact, you should
do that first. Changing the Local Rush value from Yes to No will cause a recompute of the
ChgAsPat and ChgAsDept values anyway, so you'll want to do this before editing them directly.
So, for these items add an item 5a to the list above:
1.
Click the downarrow next to the box with Status Outstanding
2.
Click Received
3.
Click Save Changes (the Date Received defaults to Today)
4.
Press F4
5.
Click the + sign
5a.
Click the downarrow in the Rush box and change from Yes to No
6.
Click into ChgAsPat (the whole 20.00 entry will be highlighted)
7.
Type 15
8.
Click into ChgAsDept
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9.
Type 15
and confirm.
Preferred Payment Method is the method by which this Patron normally prefers to pay. It
reveals a dropdown Combo Box with whatever values are in the Payment Methods
(tblPmtMethods) Table of QuickDOC.MDB. Since this table provides payment methods used for
Libraries as well as Patrons and Departments, some of the entries may not apply to Local
Payments.
This value can also be left blank (you should see an empty value at the top of the dropdown list
when it’s first opened) as opposed to the usual (None) value, so long as the empty record is also
present in tblPmtMethods (don’t delete it by accident or design). The field name is
PatronPrefPmtMethod and allows 30 characters.
Cost Center is Cost Center assigned to this Patron. It will be used in Invoicing and will appear
on various Patron Lists. The field name is PatronPrefPmtCostCenter and allows 50 characters.
Acct Number will contain any local Account number for this Patron. The field name is
PatronPrefPmtAcctNumber and allows 50 characters.
Name on Acct is only used if the name to bill is different from the Patron Name. In most cases it
is left blank. The field name is PatronPrefPmtNameOnAcct and allows 50 characters.
Exp Date is typically used to record Credit Card Expiration notices but can be used for any
other Expiry Date. This is an alphanumeric field, not a Date field, so any value may be entered.
In non-Credit Card records it is usually left blank. The field name is PatronPrefPmtCCExpDate
and allows 20 characters.
Notes on the various values of this Tab can also be entered. The field name is
PatronPrefPmtNotes and allows 100 characters.
The State/Province Sales Tax box isn’t implemented yet and will have no effect.
Patron Form – Misc Tab
This Tab is used to record miscellaneous data about the Patron. The Patron Record Created
Date is also visible on the Misc Tab.
229.
Loansome Doc UI is the UserID assigned to this Patron if the Patron is a Loansome Doc user.
This value is imported from any Loansome Doc request received on DOCLINE. This is the
PatronLDXUI field in the Patron record and allows 30 characters.
Patron is Active checkbox can be unchecked to render a Patron inactive while still keeping the
record. This is a boolean field in the Patrons Table with the field name PatronActive.
Patron Status contains a value identifying the Patron’s Status in your institution. It reveals a
dropdown Combo Box with whatever values are in the Status (tblStatus) Table of
QuickDOC.MDB. Default values are included at startup; others may be added using Access
2000 (an internal edit/add form will also be added in QuickDOC at a future date). Startup values
include:
Status Code
Status Full Name
AHP
Allied Health Professional
DD
Dentist
FAC
Faculty
FELLOW
Fellow
FLAG
Flagged, Suspended
GRAD
Graduate
MD
Physician
NURS
Nursing Staff
OTH
Other
RES
Researcher
STAFF
Staff
UND
Undergraduate
If you add or edit any of the Status Code values, try to keep the same format: uppercase, up to 6
characters. The StatusFullName field can be up to 50 characters. The field name in the Patrons
Table is PatronStatusCode and allows 6 characters.
230.
Prefix contains a prefix value for the Patron, which can be used in a Salutation field of a form
letter, etc. It reveals a dropdown Combo Box with whatever values are in the Prefixes
(tblPrefixes) Table of QuickDOC.MDB. Default values are included at startup; others may be
added using Access 2000 (an internal edit/add form will also be added in QuickDOC at a future
date). Startup values include:
Prefix Name
Dr.
Mr.
Mrs.
Ms.
Sr.
If you add or edit any of the PrefixName values, try to keep the same format: mixed case, up to
10 characters. The field name in the Patrons Table is PatronPrefix and allows 10 characters.
Suffix contains a suffix value for the Patron, which can be used on Invoices, etc. It reveals a
dropdown Combo Box with whatever values are in the Suffixes (tblSuffixes) Table of
QuickDOC.MDB. Default values are included at startup; others may be added using Access
2000 (an internal edit/add form will also be added in QuickDOC at a future date). Startup values
include:
Suffix Name
D.D.S.
D.M.D.
DNSC
L.P.N.
LiCSW
M.D.
M.L.S.
M.S.
M.S.L.S.
M.S.W.
Ph.D.
Pharm.D.
R.D.
R.N.
R.Ph.
R.R.T.
If you add or edit any of the SuffixName values, try to keep the same format: mixed case, up to
10 characters. The field name in the Patrons Table is PatronSuffix and allows 10 characters.
Notes on the various values of this Tab can also be entered. The field name is PatronNotes and
allows 70 characters. The Patrons Table also has a PatronModDate field to track changes
made by concurrent users so that anyone trying to make a change to a record that was
changed by another user during the time it was checked out to edit by the first user will be so
notified and asked to first check the revised record before making a further alteration. A
231.
PatronCreateDate field holds the date the Patron Record was created and displays here on the
Misc Tab, although it can’t be edited.
Add Patrons
The Add Patrons form is the same as the Edit Patrons form. Clicking the Clear/Reset This
Record Button on the Patron Information General Tab sets all values back to their defaults for
an empty record and prepares for the creation of a new record. The values on the form are the
same as if you had arrived here by clicking the Add Record button on the Patrons List.
New Patrons are added automatically from QDPortal Imports if the Patron Field doesn’t contain
the current Patron Number in brackets at the end of the field.
If you were to type in a new Patron Name, above, instead of using the Patrons List, that new
patron record would be added during the course of importing this item from QDPortal saved
records. A note that the patron has been added can be printed at the end of the session, but it is
usually better not to print the report when you have many new Patron records. In that case just
answer No to the Print questions and look at the file later in Notepad.
If there are only one or two patrons added during the session, then it’s easy enough to print the
report itself rather than to open it in Notepad.
To open the file, for editing and printing in Notepad, use Windows Explorer to find the file
PatronNt.txt on the machine that saved the item. Double-click the file’s icon and it will open in
either Notepad or WordPad.
232.
Use the file to double-check new entries in the Patron Information File. (Note: this file will be
located under the QuickDOC.MDB folder in folder \QDBorrow.)
Loansome Doc Patrons
Loansome Doc Patrons are added in much the same way as regular Patrons. Since the
Loansome Doc Patron comes in without a [Patron Number] in ALL cases, but will include a
Loansome Doc Patron UserID field, we can use that field to look up the Patron by LDX UI in the
same way we assign items to regular Patrons by using the Patron Number found in brackets at
the end of the DOCLINE Patron name field.
In cases where that UserID isn’t yet in the file, a new record will also be made. Since Loansome
Doc Patrons can type in their names any way they please, we can’t always be sure what the
format may be, especially when the LDX Patron isn’t an actual person. Consider the case of
the H.L. Snyder Memorial Research Foundation, located in Winfield, KS. When QuickDOC tries
to parse out the name of this Loansome Doc Patron it’s not going to do very well. Consequently,
if it finds that it can’t easily parse out a Loansome Doc Patron name, it will display an Input Box
and leave the decision up to you:
To achieve the best result in this kind of situation, first envision how you want the result to be
displayed and sorted. In most reports and bills, the final format will be First Middle Last, Suffix (if
233.
any); sorting is always by Last Name. With that in mind, we want bills or reports to go to H.L
Snyder Memorial Research Foundation, and we would prefer to have this “patron” sort under
Snyder. To achieve that result enter:
Snyder Memorial Research Foundation, H.L.
in the input box. QuickDOC will look for the comma and treat everything before it as the Last
name. It will treat everything after the comma as a First Name. This should produce the desired
result.
In cases where the desired result is something other than what QuickDOC gives you, just edit the
field on the Patron Information Form, keeping in mind the formats for reports and bills, as well as
sorting. Since any activity for this Loansome Doc patron in the future will be assigned to the
patron record through the UserID match, it won’t matter what the actual name field says, and your
choice of Last Name, First Name will be used in all future activity.
234.
Departments
Records for Departments are held in the QuickDOC.MDB database primarily in the tblDepts
Table, with associated records in tblDComms, tblPDCharges, tblDeptPrefPmts,and
tblPDAddrs Lists of Department records are available in a column on all Borrow Grids, as well
as through the Depts List.
The Depts List
Displaying Departments
Records for Department are primarily accessed through the Depts List (listed under "Lookup" on
the Menu Bar as well as Add New). The Depts List also pops up in other places, such as when
you're searching by Department in the Local Billing Grid, so that the Department can be chosen
from the list.
The list shows the Departments in your file alphabetically by Dept Abbreviation, which is the
default sort order. Start typing the first few letters of the Abbreviation to jump ahead on the list, or
use either the Down Arrow key or the Page Down key or the scroll bar at the right of the list to
navigate further. (the None Record, by the way, is a place saver for No Department, and can be
used in records where the Department name is unimportant, or when you want to delete a
Department record while the Department you want to delete still has backfile activity in the
database. The horizontal scroll bar at the bottom will expose the Cost Center column of the list if
you drag it to the right. If you hold the cursor over any entry that is wider than the column width, a
tool tip will appear with the full name visible.
235.
As an item is selected (either by clicking on that line or by pressing Enter after moving down the
list until the Department you want is highlighted), the Edit Dept Button is enabled (to switch from
Edit Dept to Add Dept, click 'Clear Choice'; the List will then be set to the topmost entry and the
Add Dept Button will be enabled).
Searching for a Department
You can search the Depts List for specific matching entries by clicking on one of the search
buttons. You can search the Dept Abbreviation column, the Dept Full Name column, and the
Cost Center column. When you click the appropriate button, an input box will pop up. Enter any
amount of characters you want matched and the list will then display only those records where
that matching group of characters appears anywhere in the field.
To choose or edit a Department, click on the line that contains the entry you want: the 'Edit
Dept' Button will be enabled and that Department will be your current choice.
To reset the Depts List after a search to its full number of entries, click once on any item in the
list to highlight it, and then either click the Clear button or click the header at the top of the Last
column to start the sort on that column.
Sorting the Depts List
You can sort the Abbreviation, Full Name or Cost Center columns in ascending or descending
order by clicking on the header at the top of the column.
Deleting Departments
Click the Edit Dept button to bring up the complete Department Information Form, and then click
the Delete Dept button on the lower right of the General Tab.
Editing Departments
Click the Edit Dept button to bring up the Department Information Form. . Double-clicking a
line is the equivalent of selecting it and clicking the Edit Dept Button, and will also open the
Department Information Form.
Department Information Form
The Department Information Form consists of five tabbed forms, located by clicking on the Tabs
at the top of the form or by pressing Enter (or the Down Arrow) in the last control on the previous
form, except on the Misc Tab, which is the last Tab visible. Pressing an Up Arrow from the
topmost control of any form except the General Tab will move back to the previous Tab.
Department Information Form – General Tab
The General Tab presents general Department information, along with a snapshot of values set
on other Tabs, including Local Address information; phone, fax and email data; Cost Center and
Local Charge Profile.
The Dept Abbr field is the abbreviated name for this Department. There are sixteen characters
available but, in general, shorter is better, because these also take up space in the Patron Name
field on DOCLINE, where space is limited (40 characters). The Dept Full Name field is full
Department Name and will be printed on most reports, etc. There are 50 characters available for
this field. The Dept Mail Stop field is for local mailing address, usually a Room Number or PO
Box.
236.
The Home Dept checkbox indicates that this record is the Department record for the Library,
itself. It will cause the Cost Center Charges Report to exclude records with this Department
value when composing that report.
The remainder of this Tab shows current values from other Tabs (to permit one-stop lookup of
common values; if you want to make a change to one or more of these values, move to the Tab
specified) plus various command buttons for performing certain functions or accessing the Local
Addresses form.
Transfer Department Activity
This is a quick way to Merge Dept Records. To transfer activity from one Department record to
another, use the following steps:
1. Compare the old Department record to the new, adding any unique data from the old
record to the new record on the appropriate Tab.
2. Edit the old record, changing the Dept Abbr field to match the new code and pressing
Enter.
3. A message box will appear (as illustrated here for a transfer from Department LIBR to
Department MED LIBRARY):
237.
4. Click Yes if you want to move all activity in the database now assigned to LIBR to the
MED LIBRARY record and delete the LIBR record.
5. Click No if you want to move all activity in the database now assigned to LIBR to the
MED LIBRARY record but keep the LIBR record for future use.
6. Click Cancel to back out of the entire deal.
If you choose either 4 or 5, above, all the activity assigned to LIBR in any table within
QuickDOC.MDB will be assigned to MED LIBRARY. This is a quick way to Merge Department
Records.
Transfer Department Activity to (None)
This is a method for removing a Department entirely and replacing any references to that
Department in any of the QuickDOC.MDB tables with a reference to the (None) record. Steps
are the same a merging, above, except that you should replace the original Dept Abbreviation
with (NONE). Include the parentheses; it will map to the lowercase version in the database
entries.
Editing Departments From a Borrow Grid
When you come to the Department Information form by clicking the To Depts button on a
Borrow Grid, you can make Dept Abbr changes, along with changes to any other fields in the
Department record. When you make changes to the first field, however, that change must be
cascaded through many other associated tables in QuickDOC.MDB. And when this cascading
occurs while a Grid is displaying data, the Grid must be closed, the changes made (if any), and
the Grid re-fetched and re-displayed. Since this may take some time, you’ll see a message
displayed while the Edit form remains visible:
238.
Since the wait can seem interminable while you’re itching to get on with more changes, it makes
sense to make any extensive changes to the Abbr field using the Depts List rather than the To
Depts button on a Borrow Grid. But if you do make changes from the Grid, just be patient: the
hourglass really will go away, eventually.
Clear/Reset Dept Record
Clicking the Clear/Reset This Record Button on the Department Information General Tab sets
all values back to their defaults for an empty record and prepares for the creation of a new record.
The values on the form are the same as if you had arrived here by clicking the Add Record button
on the Depts List.
Local Addresses Form
The Local Addresses form is available from either the Patron Information form or the Department
Information form by clicking the Edit Local Address button. Because addresses for Patrons
and Departments are often identical, it makes sense to save this information once and assign it to
individual Patrons or Departments rather than repeat it for each Patron or Department record.
This information is stored in tblPDAddr in QuickDOC.MDB and can be added to or edited by
clicking the Edit Local Address button on the General Tab of either the Patron or Department
Information forms.
Each local address record is given a unique record number in the PDAddr Table (the record
number for Institution Name (Address): Beth Israel Deaconess; and Street1 (Address): 330
Brookline Ave.; is 2, in the sample below), and that record number (field PDAddrID in the PDAddr
Table) is then assigned, if selected, to Patron and Department records when choosing the Local
Address from the combo box (it’s held in the PatronAddrID or DeptAddrID field of the
appropriate table).
Anytime an address is needed for a Patron or Department, a lookup is made in tblPDAddr for the
values in the record number of the appropriate AddrID field. The Local Address Information
Form looks like this:
239.
Institution Name: This will be the General Institution in most cases but may also be an alias or
internal moniker. It may be a completely different institution for Loansome Doc Patrons. It
may also be blank, which may signify no local institution or the default local institution or just a
missing value. You can see that the potential for duplicates here is fairly strong. The MergeAddr
button will be useful to bring these duplicate (or redundant) addresses together. The field name
is PDAddrInstName and allows 60 characters.
Adding a Local Dept Address
To add a new Local Address, first clear any current information by clicking the Clear Choice
button, then add the necessary information and click either Apply (to add the new record and
prepare to add another one) or Ok (to add the new record and exit).
Deleting a Local Dept Address
To delete a Local Address, click on it on the list, to move the values into the edit boxes, and then
click Delete Addr. If the address hasn’t been assigned to any Patron or Department, then the
delete will be performed. If it is assigned to any Patron or Department, you’ll get a message box:
Reassign any Patron or Dept records and try deleting again.
240.
Automatic Capitalization
In most cases, when you are entering information into a new field (no previous data value),
QuickDOC will try to capitalize entries based on a rule. Usually it’s the first letter capitalized for
each word, but the Help box that displays when the field is entered will usually let you know what
kind of capitalization or formatting will be applied to any entries in that field.
Whenever (as above) the help box says something like “Normal Caps assigned at initial Data
Entry” it means that QuickDOC will try to assign automatic capitalization based on the initial
letters of words typed into that field. In the Institution Name field above, if you were creating the
record, you could type “beth israel deaconess medical center” into the Institution box and, after
you pressed Enter or Tab or clicked on another box, the entry would re-assemble itself and print
out in the box as “Beth Israel Deaconess Medical Center,” with the first letters of each word in
uppercase, which happens to be as it should be.
But what if you wanted an institution named “BIDMC Medical Center?” If you type “bidmc medical
center” into the Institution box and press Enter, you’ll see “Bidmc Medical Center” after pressing
Enter, which is close but not exactly what you wanted to enter. Unfortunately, even if you type
“BIDMC Medical Center” in most of these fields, it will first re-set to lowercase characters and
then apply the capitalization to the first letters, with a result exactly like the first.
If you’re worried about the capitalization that might be applied, enter the value in its proper format
and press Enter. Any format/capitalization changes will be applied and displayed immediately. If
they are not to your liking, press the UpArrow key or Shift-Tab or just click back into the field
you’re not satisfied with and re-type the correct field values, just as you want them to be
displayed. In the case above, manually change the “idmc” in the field to “IDMC” and press Enter.
Once the field has an actual value, entries are no longer vetted for capitalization and are
assumed to be edits.
The general rule is that, for initial entries into empty fields, QuickDOC tries to add the proper
capitalization, so that you don’t need to think about Shift Keys while entering information. But if
this should result in a bad capitalization format (like Bidmc or Nih), just register the change (by
pressing Enter or Tab or clicking on another box) and then click back (or press Shift-Tab) into the
box where the change needs to be made to correct the format (change idmc to IDMC or ih to IH),
and then Enter (or Tab or anything to exit that box) so that the change can be registered. (Box
should now read BIDMC Medical Center or NIH or whatever.)
Street1 is the first line street value of the address. DON’T use the Mail Stop value (usually
Room Number or local PO Box) since this is held in individual Patron or Department records.
The field name is PDAddrStreet1 and allows 60 characters.
Street2 is the second line street value of the address. DON’T use the Mail Stop value (usually
Room Number or local PO Box) since this is held in individual Patron or Department records.
The field name is PDAddrStreet2 and allows 60 characters.
City is the city of the address. The field name is PDAddrCity and allows 60 characters.
State/Province is the State or Province of this Address Record. It’s selected from the dropdown
list of StateProvs. To be eligible for entry in the State/Prov field of any QuickDOC Table, the
entry must already exist in tblStateProvs, the State/Provs Table in QuickDOC.MDB. If your
entry isn’t in the dropdown box, first edit (or add to) the StateProvs Table and then start up
QuickDOC again; the new values should be in the dropdown box. The field name is
PDAddrStateProv and allows 6 characters.
Postal Code/Zip is the Postal Code of the address. The field name is PDAddrPostalCode and
allows 20 characters.
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Notes on the address record can also be entered. The field name is PDNote and allows 50
characters.
Unique records in the PDAddr Table are identified by the combination of the Institution, Street1
and Street2 fields. Because the matching value might be in either Street1 or Street2 for a
specified Institution value, both are searched when looking for duplicates. Nevertheless it will be
common to see duplicate records, especially when one or another of these three values have
been left blank. It is therefore expected that the Merge Addr button will be used, from time to
time, to reconcile these near duplicates.
Merge Address Records
This is a quick way to Merge Duplicate Address Records. Any Patrons or Departments using
the old record number will be switched to the new. Use the following steps:
1. Compare the old Local Address record to the new, adding any unique data from the old
record to the new record.
2. Bring up the old record by clicking on it in the Local Address List, and click the Merge
Addr button.
3. You’ll then be instructed to choose (again from the Local Address List) the record you
want to transfer activity to.
4. When you click the row for the new address record, a message box will appear so that
you can confirm your choice:
5. Click Yes if you want to move all Patrons or Departments now assigned to the old
address (Bone Marrow Transplant, in this case) to the new address (Beth Israel
Deaconess).
6. Click No to back out of the entire deal.
7. If you click Yes, all Patron or Department records with the old Local Address ID will be
assigned the new Local Address ID number. You’ll next be asked if you want to delete
the old record:
8. Click Yes to delete the old record (the usual choice) or No if you want to keep it around
for some reason.
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Department Information Form – Comms Tab
The Comms Tab has local communications information. Some of this information may have been
imported from the old DOS QuickDOC FULLDEPT file, if it was available.
This information is stored in tblDComms in QuickDOC.MDB and is associated with the main
Depts Table with a matching ID Number (it matches the Dept Abbr). The field name is
DCommID and allows 16 characters.
Area Code (Voice) is telephone Area Code. The field name is DCommAreaVoice and allows 10
characters.
Voice Number is rest of the Voice number, including any extension. The field name is
DCommVoiceNumber and allows 20 characters.
Area Code (Fax) is fax Area Code. The field name is DCommAreaFax and allows 10
characters.
Fax Number is rest of the fax number, including any extension. The field name is
DCommFaxNumber and allows 20 characters.
Email Address comprises two boxes. The first, a text box, is for the name part of the
Department’s email address (the part before the @ sign). The field name for this part is
DCommEmailAddr and allows 50 characters. The second box is a combo box that reveals a
dropdown list of local domain names used by known Patron or Department email addresses.
This list is stored in the Local Domains (tblLocalDomains) Table of QuickDOC.MDB. To
conserve space, each Domain Name in tblLocalDomains is identified by a number in the
LocalDomainNumber field, and it is this number that actually resides in the Patron or
Department record. The actual name is stored in the LocalDomainName field of
tblLocalDomains, and it is the list of names derived from this table that appears in the dropdown
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combo box. (None) is the default record and will appear if a Local Email Address is unknown.
The field name in the tblDComms record is DCommLocalDomain and is a number field
reflecting the LocalDomainNumber in tblLocalDomains.
If the current domain name is the (None) record, you can either add a correct domain name from
the dropdown list or, if the correct Local Domain isn’t on the list, click the Add Domain button to
add it (this button will read Edit Domain if a value other than (None) is in the Domain Name box).
Adding a Domain Name
To add a new domain name to tblLocalDomains (and to the dropdown combo box), click the Add
Domain button when the current value is (None). You’ll see the Add Domain Name Input Box:
Simply enter the new domain name in the input box and press Enter or click Ok. The new
domain name will be added to the Local Domains Table and appear also in the current dropdown
combo.
The command button will change to Edit Domain, which allows for editing of a domain name.
Any changes made to a Domain Name entry will of course be reflected in all Patrons or
Departments with email addresses matching that domain. This is a fairly easy way to make those
dreaded email address changes post-merger, from oldhospital.com to newhospital.com, so long
as everyone is included in the change. If some will keep the old domain, then you’ll either have to
create a new domain name and individually assign each changing Patron or Department to it or
do the edit to the new name and then create the old name again and assign each non-changing
Patron or Department back to it. Not an enchanting proposition either way, but you can choose
whichever method yields the fewest individual edits.
Contact Person is the name of the Department Contact. The field name is DCommContact and
allows 50 characters.
FTP Address is for any Department that participates in delivery of documents via FTP (or Ariel,
for that matter, which is a variety of FTP). This may not apply to many Departments at this point,
but could change in the future. The field name is DCommFTPAddr and allows 50 characters.
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URL: http// is for adding a web site for any Department that may support this method of
communication. The field name is DCommHTTPAddr and allows 250 characters.
Notes on the various values of this Tab can also be entered. The field name is DCommNotes
and allows 100 characters. The DComms Table also has a DCommTimeStamp field to track
changes made by concurrent users so that anyone trying to make a change to a record that
was changed by another user during the time it was checked out to edit by the first user will be so
notified and asked to first check the revised record before making a further alteration.
Department Form – Charges Tab
The Charges Tab contains information about charges and payment options. Charge Profiles
determine the default charge that is applied when an item is received and is filed with the
BorrowItem record in the associated tblBorrLocals record’s BorrLocalCHRGAsDept field (there
is also a matching BorrLocalCHRGAsPatron field that will be used if the Invoice or Payment is
ultimately made using a Patron Invoice or Payment). While this default can always be changed in
individual items, having the default charge be as accurate as possible can save a great deal of
editing later on.
This information is stored in tblDeptPrefPmts in QuickDOC.MDB and is associated with the main
Depts Table with a matching ID (it matches the Dept Abbr). The matching field name is
DeptPrefPmtDeptRec. There is also an unrelated unique key field, DeptPrefPmtID, which will
allow for multiple Department Preferred Payment records at some later date. This ID, which
identifies this record in the DeptPrefPmts (tblDeptPrefPmts) Table of QuickDOC.MDB, is visible
in a recessed box at the upper left of the Charges Tab. It is 57 in the case shown above.
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The Primary Cost Center field contains the main Cost Center used by this Department.
Additional Cost Centers can be added using the Add/Edit Cost Ctr button, to bring up the
Add/Edit Cost Center Form. Values other than the Primary value will appear in the Dropdown
box.
Charge Profile Used is a combo box used to select Charge Profile to be assigned to this
Department. Charge Profiles for both Patrons and Departments are held in the PDCharges
(tblPDCharges) Table in QuickDOC.MDB. In the Department record, this value is stored in the
Depts Table, rather than in the DeptPrefPmts Table, in the field DeptChargeProfile. Charge
Profiles must be assigned to each Department (they will otherwise be assigned the Default) and
are filed with the Department record. The DeptChargeProfile field can be up to 20 characters
and must match a value in tblPDCharges.
To edit or add a Local Charge Profile from the Department Information form, click the
Add/Edit Chg Profile button to bring up the Local Charge Profile Information form.
Local Charge Profile Information Form
Local Charge Profiles can be named in any fashion that makes the most sense locally. In the
case above, the name “5 Default” is used to suggest a $5.00 default charge for Patrons and
Departments. The Use this as the Default Local Charge Profile checkbox is checked, which
indicates that this profile will be applied to any newly created Patrons or Departments.
To change the default, just bring up another profile and check the checkbox on that one. Since
there can only be one default at a time, checking the box on one profile effectively unchecks it for
all the others.
If we were to change the Base Charge in the “20 Free” profile to $10.00, we would create a profile
where the first 20 items are provided free to those with this profile, while any after that are
charged at the chosen Default rates: $10 Base Charge; No in answer to Use Cost As Base; a
Fax Surcharge of $0.00; a Rush Surcharge of $0.00; an Other Surcharge (which is added to
each item) of $0.00; a Per Page Surcharge of $0.00; and 20 in the Free Items Before Charge
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Begins field. QuickDOC computes the Free Items Before Charge Begins on the fly, adding the
base charge only after the free items total has been reached (currently set on a Calendar Year
basis, but a Fiscal Year setting will be forthcoming).
To Add a Local Charge Profile, first click the Clear Form button to clear out any old values, then
begin typing in the new Charge Profile’s values. Once a Charge Profile is created, it must then
be assigned to individual Patrons or Departments before it takes effect on future items. In most
cases, a profile can be applied to a number of Patrons and Departments, so that when you
change your charges at any point, making the changes here will cause them to apply to any
Department with that Local Charge Profile in future activity.
Make sure the new Local Charge Profile Name is unique (if it isn’t, you’ll be notified), and then
add the appropriate charges as they come. If you click Ok, then that Profile will be brought back
to the Dept that caused the search (but you’ll only notice this if you came from the BorrowItems
Grid form). (I'm not sure what causes this, but it's clear that we should restrict the names of all
Charge Profiles to alphanumeric characters. The QuickDOC.MDB database seems to choke
when it's asked to assign charge profiles like $11 or 12/15 to libraries, patrons or departments.
Just to make life easier, try to use ONLY alphanumeric characters when assigning a Charge
Profile Name.)
If you try to create a Local Charge Profile that matches one that already exists, you’ll get this
message in the Local Charge Profile Inf Form:
The message box will notify you of the matching Charge Profile, and you’ll be asked if you want
to create a duplicate under the new name. In many cases, just knowing that the profile with the
charges you need is already there will be enough, and you can click No. In some cases, though,
it might be appropriate to create a new Local Charge Profile with a new name, even though it
currently matches an existing profile. The fact that both names exist gives you the option to
increase the charges in one, and not the other, at some point in the future.
There may nevertheless be cases where a Department’s Local Charge Profile is applicable to
that Department only. In those cases, you might just name that profile after the Department, but
don’t forget to assign it in the Department record, on the Charges Tab, as well.
You can also edit or add a Local Charge Profile from the Setup Menu:
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Local Dept Charge Profiles used for automatic calculation of charges
The Local Charge Profiles assigned to Departments will calculate the estimated charge in a
Dept/Cost Center Bill when the item is marked as Received. See the discussion of Local Charge
Profiles under Patron Information Form, Charges Tab, for a case study involving Free and
charging Libraries, Rush items, etc.
Preferred Payment Method is the method by which this Department normally prefers to pay. It
reveals a dropdown Combo Box with whatever values are in the Payment Methods
(tblPmtMethods) Table of QuickDOC.MDB. Since this table provides payment methods used for
Libraries as well as Patrons and Departments, some of the entries may not apply to Local
Payments.
This value can also be left blank (you should see an empty value at the top of the dropdown list
when it’s first opened) as opposed to the usual (None) value, so long as the empty record is also
present in tblPmtMethods (don’t delete it by accident or design). The field name is
DeptPrefPmtMethod and allows 30 characters.
Cost Center is Cost Center assigned to this Department. It will be used in Invoicing and will
appear on various Department Lists. The field name is DeptPrefPmtCostCenter and allows 50
characters.
Acct Number will contain any local Account number for this Department. The field name is
DeptPrefPmtAcctNumber and allows 50 characters.
Name on Acct is only used if the name to bill is different from the Full Dept Name. In most cases
it is left blank. The field name is DeptPrefPmtNameOnAcct and allows 50 characters.
Exp Date is typically used to record Credit Card Expiration notices but can be used for any
other Expiry Date. This is an alphanumeric field, not a Date field, so any value may be entered.
In non-Credit Card records it is usually left blank. The field name is DeptPrefPmtCCExpDate
and allows 20 characters.
Notes on the various values of this Tab can also be entered. The field name is
DeptPrefPmtNotes and allows 100 characters.
The State/Province Sales Tax box isn’t implemented yet and will have no effect.
248.
Add Departments
The Add Departments form is the same as the Edit Departments form. Clicking the Clear/Reset
This Record Button on the Department Information General Tab sets all values back to their
defaults for an empty record and prepares for the creation of a new record. The values on the
form are the same as if you had arrived here by clicking the Add Record button on the Depts List.
If you try to add a Dept Abbr that already exists, you’ll be warned that this is the case and asked
whether you want to edit that record instead.
If you click Yes you’ll be editing the Cardiology – East record, rather than adding a new one.
249.
Cost Centers
Records for Local Cost Centers (Patron/Dept) are held in the QuickDOC.MDB database
primarily in the tblCostCenters Table, with associated tables tracking which cost centers are
assigned to Patrons or Departments in tblDepCostCentersand tblPatCostCenters. Access to
the Add/Edit Cost Centers Form is available from the Charges Tab on both the Patron and
Department Information forms. Here’s the Charges Tab on the Patron Information Form:
The Primary Cost Center will appear in the box, and any other Cost Centers available for this
Patron are in the dropdown box, so that changes to Primary Cost Center can easily be made.
If the desired Cost Center isn’t on the list, click the Add/Edit Cost Ctr button to bring up the
Add/Edit Cost Center Form.
Add/Edit Cost Center Form
Displaying All Cost Centers
All current Cost Center values are available in this form. Records can be added and edited here
from either the Patron or Department Information forms.
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The list shows all Cost Centers in the file, with the Cost Center from the Patron/Dept being edited
in the Edit Box. To add a new Cost Center, click Clear and type in the new value.
To choose a new value from the list of existing Cost Centers. Just click the value on the list until it
replaces the 1884 now in the box.
To edit the current value, make changes in the edit box.
Global Cost Center Changes
When you make a change, you will also be given a chance to propagate this change to all other
iterations of the current value (1884, in this case):
If you want to change all the 1884s in the database to 18784, click Yes. If you just want to add
the new one, click No. To bail out entirely, click Cancel.
Mapping One Cost Center Value to Another
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If you want to map a current Cost Center to another existing Cost Center, just edit the current
value to match that exiting Cost Center value. When you click Ok to save, you’ll be asked if you
want to map the old value to the new.
When you click Ok or Back. Whatever value is currently in the Cost Center Edit box will be
brought back with you.
Assigning new Patron Cost Center to Backfile Records
If this Cost Center is a new Primary Cost Center, you’ll be asked if you want to apply this new
Cost Center to ALL Borrow Items for that Patron:
If you click Yes, then all Patron Borrow records with the Local Status of Open will be assigned
this new Cost Center value. You might want to be careful about this if you have other,
specialized Cost Centers assigned to this Patron (Grant numbers, etc.).
Assigning new Dept Cost Center to All Patrons in Dept
If you change the Primary Cost Center for a Department, you will be given the chance to extend
this Cost Center change to all members of that Department:
Answering Yes here will propagate this new Cost Center to all Patrons in the Department. It will
make changes in the Patron records only, and won’t affect any items already in the Backfile or
Outstanding file; in other words, it will be used as the default Cost Center only for items requested
after this date.
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Disassociating a Cost Center from a Patron or Dept
To disassociate a Cost Center from a Patron or Department first move it from its place in the
dropdown list to the Primary Cost Center box. Answer No to any prompts for Global Changes,
etc. Right-click the Add/Edit Cost Ctr button to prompt for the removal of this Cost Center from
those associated with this Patron or Department:
This will Remove the Cost Center from the list of those associated with this Patron or
Department. It won’t affect any earlier assignments of this Cost Center to individual items, but it
will result in the Cost Center appearing to be blank when the item is viewed by clicking the + sign
in a regular Borrow Grid, since the contents of the Cost Center field are vetted on the fly each
time the subgrid is opened, and only values associated with the Patron on that line are allowed.
In most cases, it’s probably less confusing to simply leave it, unused, in the dopdown list of Cost
Centers for that Patron or Department.
Cost Centers in the Borrow Items Grids
You can access the Cost Center information for each item in the Local Billing sub-Grid by clicking
on the + sign to the left of the record. Since this will toggle between the Citation Records
(tblBorrBibs) and the Local Billing view (tblBorrLocals), you may have to click a few times before
the proper view comes up. The Cost Center assigned to each item can be changed here with
any value currently associated with that Patron/Dept; these values will populate the dropdown
box when the Grid item is opened.
You can also edit the ChgAsPatron and ChgAsDept fields at the same time.
Cost Centers in the Local Billing Grid
Cost Centers appear at the top level of the Local Billing Grid, with dropdown boxes populated
with all associated Cost Centers to make any changes necessary.
253.
While you’re allowed to change the Cost Center even for items that have already been Invoiced
or Paid, it won’t change the value of the Invoice or Payment already created. To make a true
change, first delete the Payment on the Payments Form (if the item was Paid) and then delete the
Invoice, either from the Payments Table or by changing the Local Status back to Open. Then run
the Invoice again with the new Cost Center value for that item.
254.
Local Billing
Billing Options and Forms
Local Billing Grid Tool Bar Button
Choose the Local Billing Button on the Tool Bar to get to the Local Billing Grid.
This Grid shows Local Billing-related information, including Paid Date and the Invoice Number
related to each item. When you select the Local Billing Grid, an additional criterion on Charge
<> 0.00 is applied, so that the Local Billing Grid won't include FREE items. It is a list of items
with either PatChrg > 0.00 or DepChrg > 0.00 that have been received. No items where both the
Patron and Dept Charges are Free will be included; these must be edited in the Locals Sub-Grid
of the Borrow Items Backfile Grid, if they are incorrectly set to 0.00. Better yet, properly setting
the Local Charge Profile for this Patron will automatically compute and display the proper
charge when the item is Received.
The Local Billing Grid also includes two special Ribbon Search Buttons:
This ribbon button will appear when the default search is a Patron Search (which is most of the
time). After the Search Dept button is clicked, though, the ribbon button will change to:
For more information on creating Invoices from within the Local Billing Grid, see the Local Billing
Grid section, below.
Set Local Preferences for Patron/Dept Billing
Before printing Invoices for the first time (and whenever you need to make changes to any of the
Invoice boilerplate information thereafter), check under the Setup Menu for Set Local
Preferences, which contains values for items normally printed on an Invoice and other choices
for Local Billing.
See the Local Preferences section for more information.
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Local Charge Profiles used for automatic calculation of charges
The Local Charge Profiles assigned to Patrons and Departments will calculate the estimated
charge, for both a Patron Bill and Dept/Cost Center Bill, when the item is marked as Received.
See the discussion of Local Charge Profiles under Patron Information Form, Charges Tab, for
more information.
Print Local Invoices
All Print Invoices choices are on the Local Billing Menu on the Menu Bar.
The Invoices choice is also available under the Reports Menu Bar item, Borrowed Items. Use
this method to print a regular monthly Invoice run. Invoices can be printed to Print Preview, in
order to get an idea as to what will be generated, or to any Printer that shows up in your list of
Printers. Local Invoices can also be printed with up to 5 copies on each run.
Local Invoice Numbers are composed of:
For Patron Invoices:
P+the Patron Number + a unique number from 0001 to 9999
For Dept Invoices:
D+the first 5 characters of the Dept Abbr + unique number 0001 to 9999
For Cost Ctr Invoices: C+the first 5 characters of the Cost Ctr + unique number 0001 to 9999
For Copy Service Invoices: Same format as the applicable type above, with a CS at the end.
The last Invoice Number used is kept in the tblLocals Table in QuickDOC.MDB, under the tag
LastDepInv for Depts/Cost Centers, or LastPatInv for Patron Invoices.
How Items are Selected to be included in an Invoice:
1.
The item must have a Patron or Dept Local Charge other than 0.00
2.
Local Status must read Open.
3.
The item should have been received and checked in within the dates selected.
In the Local Billing Grid below, only the last two items, with the red check marks, would appear on
an invoice run, either the automatic batch run or a single Invoice printed from the ‘Create Invoice’
button:
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How to set up Monthly Local Invoice Runs
Setting up a procedure for printing Local Invoices for Patrons, Departments or Cost Centers
will depend on what kind of invoices are generated at your site (and the frequency of Invoicing
can be something other than monthly, of course, but monthly is a good choice for demonstration
purposes). In general, your setup will depend on certain variables:
1. Do you print Copy Service Invoices separately from general ILL Invoices?
2. Which of the three kinds of Invoices (Patron, Department or Cost Center) comprises
the largest category of an Invoice run each month?
3. Are there any Patrons, Departments or Cost Centers that you want to be exempt
from invoices? (These you can either mark as Paid beforehand, or change the Local
Charge Profile to Free if, indeed, there should be no charge, or you can just let the
invoices be printed and then immediately mark them paid, although this defeats the
purpose a bit. Patrons with Deposit Accounts will have their items paid as received
and those items won’t be eligible for Invoices.)
Your schedule for printing should move from the least-used category to the most used, with
Copy Service Invoices always printed first in each category, then the ILL Invoices in that
category (assuming you want them to be separate).
The one exception to this progression is if you have Cost Centers assigned only to those
items that you want to bill using the Cost Center Report. In that case, you can run that report
first, which will print out the bills by Cost Center and mark all those items as Invoiced, so that they
will be removed from contention when any later invoice is generated.
Let’s take an example where most of the Invoices will be Patron Invoices, but there are also two
Departments that you want to bill separately, as well as one Grant Number that you’ve added to
the Cost Center list.
If that Grant Number is the only Cost Center attached to any activity during the month, then you
can start out by printing a Cost Center Report for that month, which would process all of those
items into the one Cost Center Report, and also prevent their being included in Patron or
Department Invoices. If there are other Cost Centers attached to items, however, this option
won’t work, since those items would be harvested into Cost Center Reports as well, when we
really want them in Patron or Department Invoices. If the Grant is limited to one Department, or
even one Patron, you can also rely on the individual Department or Patron Invoice, since those
invoices will be subtotaled by Cost Center as well.
[In certain situations, however, where billing to that Grant Number occurs among a number of
Patrons and Departments, it might make sense to run the Cost Center Report first, generating
reports for all Cost Centers, and then use the Local Billing Grid to delete the Reports/Invoices for
all Cost Centers except the Grant Number cost center you need. This will leave you with the one
Cost Center Report/Invoice, while all the other items will have been reset to Open and will be
available for individual Patron or Department Invoices. See the section on “Running Cost
Center Reports as Reports Only,” below, for a discussion of this method.]
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Next print individual invoices for the two Departments by running separate Invoices for each
from the Local Billing Grid. You can also choose in each case to run the Copy Service
Invoice first, if that is your usual method. This will process out any activity that you want billed
by Department.
All that will be left, at this point, are those items you want billed by Patron. Consequently, you
can run the batch Print Patron Bills choice from the Local Billing Menu to process all the rest
of the Local Billing items for the month in question. Choose the Print Patron Copy Service
Invoices first, if you want them separate.
After a while, you’ll probably know, from month to month, exactly which Departments will need
Invoices, and can simply proceed first to the Local Billing Grid to run those individual department
invoices, and then from there to the Print Patron Invoices from the Menu Bar to get the rest. Or
you can print a complete set of Patron Trial Invoices (or just check the Print Preview for a
Patron Invoice print, which will show the same thing), and use the trial set to separate out the
Departments to be Invoiced and to plan a strategy for that month based on the above criteria.
Methods for Printing QuickDOC Local Invoices
QuickDOC includes dropdown combo boxes on all the Local Invoices forms for choosing the
Printer to print to (as well as the default Print Preview) and the number of copies to print. In
most cases this arrangement will be the easiest to use and most convenient.
In some situations, however, access to the full Windows Print Menu might be necessary in order
to set some specific printer value just for the Invoice run to be printed. One such option might be
the ability of some printers to collate reports with more than one copy to be printed. Typically,
collation means that any report set to print more than one copy will first print the first copy all the
way through, then the second copy all the way through, etc. In most cases, for reports, this is
what you want.
In some cases, though, and the printing of multiple copies of Invoices is the obvious example,
collation is not what you want. Multiple copies of Invoices should stay together, so they can be
mailed together.
In order to provide this option, QuickDOC will activate the Print choice on the File Menu when
any of the Invoice choices are selected under Local Billing on the Menu Bar. If you need to set
some specific printer setting, use this method rather than the boxes provided on the QuickDOC
Invoice forms. Here’s the File Menu that shows when a Local Billing form is displayed:
258.
Click File on the Menu Bar, then Print, to get the Print Menu. On the Print Menu, select the
Printer Name you want to use, the number of copies you want to print (any number of copies
you might have selected on the Invoice form will be ignored), and any other Printer Properties
(such as collate, for example) that you want to apply to this print job.
Your Print Menu may look slightly different, depending upon the version of Windows running on
your machine and the printer’s capabilities. Once the selections are made, click Ok to return to
the Invoice Form.
You’ll notice that the Print To and Copies boxes now show your selections made using the
Windows Print Menu, but that they are now disabled (grayed out). This alerts you to the current
259.
settings and reminds you that the changes were made on the Windows Print Form, not this one.
The other values, Begin Date, End Date, etc., are still available and can be changed at any time.
If you want to stop using the Windows Print Menu settings, first go back to the Print Menu,
using the File, Print method. Undo any changes you’ve made just for this batch Invoice run, so
that the Windows Printer defaults are returned to their normal settings. Click Ok to save the
Windows settings, then Exit to quit the QuickDOC Local Invoices form. When you come back in
the Print To and Copies boxes will again be enabled and ready for use.
It’s probably a good idea also to get in the habit of revisiting the Windows Print Menu after each
Invoice batch is run and before exiting the Local Invoices Form, to avoid leaving the printer at
settings that will be an unpleasant surprise when some future report is printed.
Print Patron Bills
The Print Patron Bills choice prints the batch of Invoices using the CHRGAsPatron charge (the
header is PatChrg on the Local Billing Grid) for the period selected. The Patron Invoice format is
as follows:
All Invoices are subtotaled by Cost Center, if more than one Cost Center is indicated.
During each Patron Invoice Print, the Local Status of each item will be set to InvPat , the
CHRGAsPatron value will be copied to the LocalCHRG field, the Invoice Number will be copied
to the LocalInvoice field, and all information about each invoice will be added as a Patron
Invoice Record in tblPatInvoices in QuickDOC.MDB.
Once the Invoice is printed for an item, the Invoice Number is available on the Local Billing
Grid, in the Local Invoice column, format [Inv=P160 0069]. It can be searched under just
“Containing” 0069 in most cases.
260.
Patron Invoices and Window Envelopes
There’s a Move Invoice Address Up (1, 2 lines) choice on the Billing Prefs Tab of the Local
Preferences form that can be used if your Invoice Address doesn’t quite fit the window of your
window envelopes. You can move that address section up either 1 or two lines toward the top
(you can push it down by adding additional lines to your return address, although this is not
usually necessary. Moving the address up 1 line is accomplished by removing the blank line
between the Invoice Dates and the Invoice Number line, as illustrated:
Move Up values are ignored for HTML Invoices, since these are delivered by email and won’t
need a window envelope.
Moving the address up 2 lines is accomplished by eliminating the blank line between the Invoice
Dates and the line with the Invoice Number in the middle, and also moving the Include copy of
Invoice or Inv No. with payment line from just above the Bill To address to a line just below it
and just above the line that separates the header from the column headers of the Invoice.
A typical Patron/Dept Invoice with a 2 line move up will appear as follows, with both the removed
lines indicated:
Dept Invoices are very similar to the Patron Invoice above.
261.
Patron Invoice with Invoice Address Above Return Address
If you have checked the Put Invoice Address above Return Addr checkbox on the Local
Preferences form, the Invoice Address will appear on top. This is useful for window envelopes
where the window appears about halfway up rather than toward the lower left of the envelope.
This address swap for Patron (and Department) Invoices will appear as follows:
Comment Lines on Patron Invoices
There’s an Add’l Comment entry on Invoices option available on the Billing Prefs Tab of the
Local Preferences form for entering a brief comment (up to 75 characters long) that will print at
the bottom of the Patron (or Dept) Invoice.
Invoice comment lines appear at the end of Invoices, after the Totals line, with a horizontal line
separating the comment from the Invoice section. Here’s an example for a Patron Invoice:
The comment will be printed at the center of the page, just under the horizontal line. The limit of
75 characters is set to ensure that there will be enough room for a cleanly centered line (the
comment above is the full 75 characters long), no matter how many uppercase or other wide
characters are used. If there is no Additional Comment Line, the horizontal line will not be
printed.
Canadian Bilingual Format for Local Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your Local (Patron/Dept/Cost Center) Invoices will have bilingual (English/French) labels in
most cases. Item data will still be in English (unless it was entered in French under Add Borrow
262.
or Add Lend), since it’s been imported from DOCLINE, and address information will be as entered
in the Patron/Dept/Cost Center record and on the Addresses Tab of the Local Preferences form,
but bilingual labels will be displayed on the invoice printout wherever possible.
A typical Patron Invoice in Canadian (Bilingual) format appears as follows:
Even with these changes, if you’re using bilingual labels, you should try to keep the entries for
Make Check Payable To/Prière de faire le chèque à l’ordre de and Terms/Conditions as
concise as possible, since space here is limited.
HTML Invoice option for Electronic Patron Billing
At the time Patron or Department Invoices are printed each month, you can opt to save a copy of
each Invoice as an HTML file. These HTML versions of the Patron, Department or Cost Center
Invoice can be forwarded as an email attachment to Patrons and Departments you wish to bill
electronically. To save an HTML version of an Invoice run, check the Also save each Invoice as
an HTML file checkbox on the Borrow Reports form after choosing the Invoice By Patron Report.
Invoices printed, or reprinted, from the Local Billing Grid will also provide a prompt for this save.
If you know that you won’t need HTML copies of Invoices, indicate this using the Print HTML
copies choices on the Billing Prefs Tab of the Local Preferences form. These option buttons
control whether or not HTML versions of Invoices are generated when a printed copy is made.
Check Never if you never send these HTML Invoice; check Ask if you want to see a popup
message box each time; and check Always if you want to have an HTML Invoice automatically
generated without asking permission.
If you check Never on that form, you won’t see the HTML checkbox on the Local Invoice Print
form; if you check Always, it will appear already checked; if you check Ask, it will appear
unchecked.
263.
If this box is checked, a copy of each invoice will be saved in the Export folder that always exists
just beneath the location of the QuickDOC.MDB database. All Patron Invoice HTML files will be
in the format PInv#### (where #### is the actual four-digit invoice number), e.g., PInv1234.
Since these files aren’t created during Print Preview, it will be necessary to print at least one
copy of the invoice in order to have the file generated. Once the files are made, you can use the
printouts to identify the files to send as email attachments. They will all be together in the Export
folder:
These HTML Invoice files will be deleted when an Invoice is deleted, and also when an
Invoice is paid, but it will be useful to clean these files out from time to time to prevent clutter. If
you delete an HTML Invoice file that you later want to resend, you can recreate it by running a
Reprint of the original Invoice.
HTML Invoices are quite similar to printed Invoices and will be displayed in whatever might be
the default Browser of whoever clicks on the file icon. Displayed in Internet Explorer, the Patron
Invoice looks as follows:
264.
Unused copies won’t hurt anything, but will require cleaning out that Export folder from time to
time.
Bilingual HTML Local Patron Invoices
Bilingual HTML Invoices (Canadian Format Local Invoices) are even more constricted in space
than the regular printed versions, since some of the fonts used in the HTML format take up more
space than the typical printed format. Because HTML Invoices aren’t mailed, though, the
placement of the Address and Return Address isn’t as critical as in a normal Invoice. The
Canadian format HTML Patron Invoice appears as follows:
265.
Print Patron Copy Service Bills
The Print Patron Copy Service Bills choice prints the batch of Invoices that include only Copy
Service Items (and using the CHRGAsPatron charge) for the period selected. In order to see
this choice on the dropdown menu under Local Billing on the Menu Bar, you must have checked
the Separate Copy Service Invoices? checkbox on the Billing Prefs Tab of the Local
Preferences Form. The Patron Invoice (Copy Service) format is as follows:
266.
The main differences between the Copy Service and regular Patron Invoice are in the Title (which
includes the words Copy Service), the Invoice Number (which always ends in CS) and the fact
that only copy service items (which usually begin with COPY) are included.
Canadian Bilingual Format for Local Patron Copy Service Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your Local (Patron/Dept/Cost Center) Copy Service Invoices will have bilingual
(English/French) labels in most cases. Item data will still be in English (unless it was entered in
French under Add Borrow or Add Lend), since it’s been imported from DOCLINE, and address
information will be as entered in the Patron/Dept/Cost Center record and on the Addresses Tab of
the Local Preferences form, but bilingual labels will be displayed on the invoice printout wherever
possible:
267.
HTML Copy Service Invoices for Patrons are quite similar to regular HTML invoices (with the
usual Copy Service additions) and are saved under the Invoice Number filename without the CS
appended at the end.
Print Dept Bills
The Print Dept Bills choice prints the batch of Invoices using the CHRGAsDept value (the
header is DeptChrg on the Local Billing Grid) for the period selected. Unlike the Patron Bills
choice, the Department Invoice form includes an additional Use Charge stored with Patron
Record Checkbox that will allow the Invoice run to use the CHRGAsPatron value rather than
the default CHRGAsDept value, so that individual Patrons within a Department can be charged
according to a different charge schedule, when this is appropriate.
If you know that you won’t need HTML copies of Department (or any other Local) Invoices,
indicate this using the Print HTML copies choices on the Billing Prefs Tab of the Local
Preferences form. These option buttons control whether or not HTML versions of Invoices are
generated when a printed copy is made. Check Never if you never send these HTML Invoice;
check Ask if you want to see a popup message box each time; and check Always if you want to
have an HTML Invoice automatically generated without asking permission.
If you check Never on that form, you won’t see the HTML checkbox on the Local Invoice Print
form; if you check Always, it will appear already checked; if you check Ask, it will appear
unchecked.
268.
The Department Invoice is similar to the Patron Invoice, as illustrated below:
During each Department Invoice Print, the Local Status of each item will be set to InvDep , the
CHRGAsDept value will be copied to the LocalCHRG field (unless the CHRGAsPatron
checkbox has been checked), the Invoice Number will be copied to the LocalInvoice field, and
all information about each invoice will be added as a Department Invoice Record in
tblDepInvoices in QuickDOC.MDB.
269.
Once the Invoice is printed for an item, the Invoice Number is available on the Local Billing
Grid, in the Local Invoice column, the Department format (not shown above) is [Inv=DHEMON
0029]. It can be searched under just “Containing” 0029 in most cases.
Dept Invoices and Window Envelopes
There’s a Move Invoice Address Up (1, 2 lines) choice on the Billing Prefs Tab of the Local
Preferences form that can be used if your Invoice Address doesn’t quite fit the window of your
window envelopes. You can move that address section up either 1 or two lines toward the top
(you can push it down by adding additional lines to your return address, although this is not
usually necessary. Moving the address up 1 line is accomplished by removing the blank line
between the Invoice Dates and the Invoice Number line, as illustrated (Dept and Patron Invoices
use the same method):
Move Up values are ignored for HTML Invoices, since these are delivered by email and won’t
need a window envelope.
A typical Patron/Dept Invoice with a 2 line move up will appear as follows, with both the removed
lines indicated:
Dept Invoices are very similar to the Patron Invoice pictured above.
270.
Dept Invoice with Invoice Address Above Return Address
If you have checked the Put Invoice Address above Return Addr checkbox on the Local
Preferences form, the Invoice Address will appear on top. This is useful for window envelopes
where the window appears about halfway up rather than toward the lower left of the envelope.
This address swap for Department (and Patron) Invoices will appear as follows:
Comment Lines on Dept Invoices
There’s an Add’l Comment entry on Invoices option available on the Billing Prefs Tab of the
Local Preferences form for entering a brief comment (up to 75 characters long) that will print at
the bottom of the Department Invoice.
Invoice comment lines appear at the end of Invoices, after the Totals line, with a horizontal line
separating the comment from the Invoice section. Here’s an example for a Dept ADM Invoice:
The comment will be printed at the center of the page, just under the horizontal line. The limit of
75 characters is set to ensure that there will be enough room for a cleanly centered line (the
comment above is the full 75 characters long), no matter how many uppercase or other wide
characters are used. If there is no Additional Comment Line, the horizontal line will not be
printed.
Canadian Bilingual Format for Department Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your Department Invoices will have bilingual (English/French) labels in most cases. Item
data will still be in English (unless it was entered in French under Add Borrow or Add Lend), since
it’s been imported from DOCLINE, and address information will be as entered in the Department
271.
record and on the Addresses Tab of the Local Preferences form, but bilingual labels will be
displayed on the invoice printout wherever possible.
A typical Dept Invoice in Canadian (English/French) format appears as follows:
HTML Invoice option for Department Billing
All Department Invoice HTML files will be in the format DInv#### (where #### is the actual
four-digit invoice number), e.g., DInv1234. The format follows that of the printed Invoice:
272.
Some fields are truncated on the HTML version.
Bilingual HTML Department Invoices
Bilingual HTML Invoices (Canadian Format Patron Invoices) are even more constricted in
space than the regular printed versions, since some of the fonts used in the HTML format take up
more space than the typical printed format. Because HTML Invoices aren’t mailed, though, the
placement of the Address and Return Address isn’t as critical as in a normal Invoice. The
Canadian format HTML Department Invoice appears as follows:
273.
Print Dept Copy Service Bills
The Print Dept Copy Service Bills choice prints the batch of Invoices that include only Copy
Service Items (and using the CHRGAsDept charge) for the period selected. In order to see this
choice on the dropdown menu under Local Billing on the Menu Bar, you must have checked the
Separate Copy Service Invoices? checkbox on the Billing Prefs Tab of the Local Preferences
Form. The Dept Invoice (Copy Service) format is as follows:
274.
The main differences between the Copy Service and regular Dept Invoice are in the Title (which
includes the words Copy Service), the Invoice Number (which always ends in CS) and the fact
that only copy service items (which usually begin with COPY) are included.
Canadian Bilingual Format for Department Copy Service Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your Department Invoices will have bilingual (English/French) labels in most cases. Item
data will still be in English (unless it was entered in French under Add Borrow or Add Lend), since
it’s been imported from DOCLINE, and address information will be as entered in the Department
record and on the Addresses Tab of the Local Preferences form, but bilingual labels will be
displayed on the invoice printout wherever possible.
A typical Dept Invoice in Canadian (English/French) format appears as follows:
275.
HTML Copy Service Invoices for Departments are quite similar to regular HTML invoices (with
the usual Copy Service additions) and are saved under the Invoice Number filename without the
CS appended at the end.
276.
Patron or Dept Trial Invoices
The Patron Trial Invoices and Dept Trial Invoices choices print exactly as the Invoice run will
print, except that Invoice Numbers aren't assigned, and only one copy of each Invoice is printed.
Use this instead of the Print Preview to generate actual invoices that can be used for
proofreading and editing prior to running the actual invoices.
Print Cost Center Report
The Cost Center Report has a different format than either the Patron or Department Invoice, but
it also functions as an Invoice, and will set the Local Status to InvDep and will file an Invoice
record in tblDepInvoices in QuickDOC.MDB.
The Print Cost Center Report choice prints a batch of Individual Reports/Invoices, one for each
Cost Center represented during the period in question, using the CHRGAsDept value for the
period selected. Like the Department Invoice form, the Cost Center Report form also includes an
additional Use Charge stored with Patron Record Checkbox that will allow the Report run to
use the CHRGAsPatron value rather than the default CHRGAsDept value, so that individual
Patrons within a Cost Center can be charged according to a different charge schedule, when this
is appropriate.
The Cost Center Report format is set to Landscape by default. When first displayed in Print
Preview, the form may be displayed incorrectly, as below:
Use the Print Preview Expand Page button to expand to right margin to the right edge of the
screen. If you click Close after clicking the Expand Page choice, you can then re-click the Print
Now button to start the Print Preview Report again from the beginning in the expanded format.
The fully-expanded Print Preview, and the resulting printout, appear as follows:
277.
During each Cost Center Report Print, the Local Status of each item will be set to InvDep , the
CHRGAsDept value will be copied to the LocalCHRG field (unless the CHRGAsPatron
checkbox has been checked), the Invoice Number will be copied to the LocalInvoice field, and
all information about each invoice will be added as a Department Invoice Record in
tblDepInvoices in QuickDOC.MDB.
Once the Invoice is printed for an item, the Invoice Number is available on the Local Billing
Grid, in the Local Invoice column, the Cost Center format is [Inv=C8107 0007]. It can be
searched under just “Containing” 0007 in most cases.
Comment Lines on Cost Center Invoices
There’s an Add’l Comment entry on Invoices option available on the Billing Prefs Tab of the
Local Preferences form for entering a brief comment (up to 75 characters long) that will print at
the bottom of the Cost Center Report/Invoice.
Invoice comment lines appear at the end of Invoices, after the Totals line, with a horizontal line
separating the comment from the Invoice section. Here’s an example for a Cost Center A12346
Invoice:
Canadian Bilingual Format for Cost Centre Invoice/Reports
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your CostCentre Invoice/Reports will have bilingual (English/French) labels in most cases.
Item data will still be in English (unless it was entered in French under Add Borrow or Add Lend),
since it’s been imported from DOCLINE, bilingual labels will be displayed on the invoice printout
wherever possible.
278.
A typical Cost Ctr/Code budgétaire Rpt in Canadian (English/French) format appears as
follows:
HTML Invoice option for Cost Center Billing
All Cost Center Report/Invoice HTML files will be in the format CInv#### (where #### is the
actual four-digit invoice number), e.g., CInv1234. The format follows that of the printed
Invoice/Report:
Some fields are truncated on the HTML version.
Bilingual HTML Cost Centre Invoices
Bilingual HTML Invoices (Canadian Format Cost Centre Reports/Invoices) are even more
constricted in space than the regular printed versions, since some of the fonts used in the HTML
format take up more space than the typical printed format. The Canadian format HTML Cost
Centre Invoice appears as follows:
279.
Print Copy Service Cost Center Report
The Copy Service Cost Center Report has a different format than either the Patron or
Department Copy Service Invoice, but it also functions as an Invoice for Copy Service
Activity billed by Cost Center, and will set the Local Status to InvDep and will file an Invoice
record in tblDepInvoices in QuickDOC.MDB. In order to see this choice on the dropdown menu
under Local Billing on the Menu Bar, you must have checked the Separate Copy Service
Invoices? checkbox on the Billing Prefs Tab of the Local Preferences Form. The Copy
Service Cost Ctr Report format is as follows:
The main differences between the Copy Service and regular Cost Center Report are in the line
with the Library Name and Cost Center (which clearly notes, in parentheses, the words Copy
Service), the Invoice Number (which always ends in CS) and the fact that only copy service items
(which usually begin with COPY) are included.
Canadian Bilingual Format for Cost Centre Copy Service Invoices
If you have checked the Use Canadian Invoice format? checkbox on the Local Preferences
form, your CostCentre Copy Service Invoices will have bilingual (English/French) labels in most
cases. Item data will still be in English (unless it was entered in French under Add Borrow or Add
Lend), since it’s been imported from DOCLINE, bilingual labels will be displayed on the invoice
printout wherever possible.
A typical Cost Ctr/Code budgétaire (Copy Service) Invoice in Canadian (English/French)
format appears as follows:
280.
HTML Copy Service Cost Center Reports are quite similar to regular HTML Cost Center
Reports (with the usual Copy Service additions) and are saved under the Invoice Number
filename without the CS appended at the end. Here’s an example:
The Canadian format for Cost Centre Invoices/Reports (Copy Service) differs a bit from the
English only in HTML because of the length of the fields:
281.
Running Cost Center Reports as Reports Only
Since Cost Center Reports are also Invoices, they will make all the normal changes to Local
Status, LocalCHRG, LocalInvoice, etc., and will post an added record to the tblDepInvoices
Table. If you want to run the Cost Center Report as a report only, use this strategy:
1. BEFORE running any Invoices for the period in question, run the Cost Center Report
for that period.
2. Go back to the Local Billing Grid and search the same time period as the Report, Search
By Invoice No. “Containing” Inv=C. This will fill the Grid with all the items on the Cost
Center Report for that period. (You can also search by Local Status = InvDep if you
know there were no other invoices run for a Department during that period; Cost Center
invoices are marked with Local Status InvDep.)
3. Change the Local Status of the top row back to Open.
4. Click the header on the Local Status column and choose Global Change.
5. Click Ok when asked whether you want to change all values in that column back to
Open.
After a brief pause (or perhaps not so brief if you have thousands of items to be reset) while the
Global Change goes to work, the Local Status, LocalCHRG, and LocalInvoice values will be
returned to Open, 0.00, and blank, respectively.
Local Billing Grid
Here’s an example of the Local Billing Grid, which is accessible through the Local Billing Tool
Bar Button:
The Local Billing Grid, because it automatically screens out FREE items, makes searching and
editing a bit less complicated for preparing Invoices, but be sure to check the general Borrow
Grids periodically for items mistakenly filed as FREE. Clicking on a cell in the Patron Column of
any Grid will expose the To Patrons button, where a Patron's charge may be quickly edited, so
that future requests are filed with the proper charge. Clicking in the Dept Columns will expose the
To Depts button, for similar editing of Departments. Clicking in most other Columns will expose
282.
the To Payments button, for recording Local Payments, deleting Local Invoices, deleting
Local Payments, etc.
Lender Column Shows at far right of Local Billing Grid
At the far right of the Local Billing Grid is a column titled Lender, which holds the code for the
Lending Library of that item. In most cases, knowing the Lender isn’t important in Local Billing,
since the Local Billing charges are computed separately when the item is received. There are
cases, though, when it might be useful to know who the Lender was when you’re editing in the
Local Billing Grid; the Lender column appears at the far right of the grid:
Because the Lender column appears last, it will probably be truncated or off screen entirely in
most cases. Nevertheless, since it won’t be consulted very often, it’s safe to leave this column
relatively unseen:
In the case above you can just barely make out the L for Lender in the header of that column.
When you need to check the Lender value, just click into that row (as in the OC24809840 RQNO
cell above) and press the End key.
This brings the focus to the Lender column at the end of the row. You’ll notice that the cells in
this column are Read-Only---they can’t be edited here---they’re for your information only. Press
283.
the Home key to return to the beginning of that row, or the Enter key to move to the beginning of
the next row.
This column can be sorted, though, in case you want to gather all the Loans from a single
Lending Library together. Left-click the header over the Lender column to get the Context
Menu and choose either Sort Ascending or Sort Descending.
Show ALL Items in the Local Billing Grid
In the Local Billing Grid, No Charge (0.00) Items are usually excluded in the records retrieved.
Items must have a charge in either CHRGAsPatron, CHRGAsDept or LocalCHRG to appear in
the Grid. In some cases, though, you may want to see ALL of a Patron’s or Department’s items
for a certain period, to be sure that all items for which a charge should apply were actually
charged as specified.
You can cause the Local Billing Grid to show FREE items as well as charged items by
checking the Also Show 0.00 Items checkbox.
The same search, run with the checkbox unchecked, would have retrieved no items for Patron
Eberhart.
Print Patron Invoice (in Local Billing Grid)
The Print Patron Invoice button creates an Invoice for the Patron selected. Before you can
create a Patron Invoice from the Grid, however, you need to first select the Patron to Invoice by
clicking the Search By Patron ribbon button and choosing the Patron from the Patrons List.
284.
The resulting list will include ALL Items for that Patron during the period specified, but only those
with Local Status equal to Open and CHRGAsPatron greater than 0.00 will be included in the
Invoice.
Print Dept Invoice (in Local Billing Grid)
The Print Dept Invoice button (was Create Dept Invoice in earlier versions of QuickDOC)
creates an Invoice for the Dept selected. Before you can create a Department Invoice from the
Grid, however, you need to first select the Dept to Invoice by clicking the Search By Patron
ribbon button and choosing the Patron from the Depts List.
The resulting list will include ALL Items for that Department during the period specified, but only
those with Local Status equal to Open and CHRGAsDept greater than 0.00 will be included in
the Invoice.
The Print Patron Invoice or Print Dept Invoice buttons create an Invoice on the spot for
whichever Patron or Dept has been selected for items received during the period from the
Beginning Date to the End Date selected. Here are the steps to create an Invoice for Patron Edie
Albano using the Create Patron Invoice Ribbon Button of the Local Billing Grid.
1. Display Grid records for the time period involved:
The list is sorted by Patron Name (but we can change the sort by clicking on the column header
ans selecting a different sort order). We can see two Albano requests in rows 4 and 5 of the Grid.
2. Click the Search By Patron ribbon button to select the Albano record.
285.
This will bring the two Albano records only into the Grid. Ready to create the invoice.
3. Click the Print (Create) Patron Invoice ribbon button to create the Invoice. When
printing is finished you’ll be brought directly back to the Grid, with Local Values changed
as appropriate:
286.
Invoices printed from the Grid are no different in format from those printed in batch. Unless you
have set the Print HTML Copies value in the Local Preferences Form to Never, you are also
asked before the Invoice is printed if you also want to save an HTML version of the Invoice:
If you have indicated that you want Separate Copy Service Invoices? in the Local Preferences
Form, and if the set of items to be invoiced contains at least one Copy Service item, then you will
also see another message box:
If you want only the Copy Service items to be invoiced, click Yes. This will produce an Invoice
just for Copy Service. You can then click Print Patron Invoice again and, since all the Copy
Service items will already be set to InvPat, only the ILL items (if any) will be included in this next
invoice printed.
Again, this process is only necessary if you want Copy Service activity billed separately from
regular ILL activity. If you always include both on one invoice, then uncheck the Separate
Invoices checkbox in Local Preferences and you’ll never see this message box.
Invoices for items printed from the Local Billing Grid will be printed using the last Printer you
specified when printing an Invoice Run, and in the number of copies specified then, as well.
Patron Invoice Numbers
Patron Invoice Numbers are created as follows: First, a P identifies it as a Patron bill. Then the
actual Patron Number is used, to identify it with that patron. After a space, a formatted four-digit
number is added, the numbers running from 0001 to 9999. The count for Patron Invoice
Control Numbers is kept in the value LastPatInv in tblLocals. A typical Patron Invoice Number
is P1234 0002 where 1234 is the Patron Number of the Patron being invoiced.
After 9999 the number resets back to 0001, so that there will be about 10,000 patron invoices
before the control number reappears. Even then, the left side of the Patron Invoice Number
(which includes the unique Patron Number) should, in most cases, make it unique. Nevertheless,
QuickDOC will check tblPatInvoices first, to prevent duplicate Invoice numbers. If the invoice
number already exists in tblPatInvoices, then the Patron Invoice Number is altered, by
adding a single digit at the end of the invoice number, from 1 to 9 and then from A-Z, until the
resulting number is unique in tblPatInvoices. If the next Patron Invoice number is 0002, and the
Patron Number is P1234, and the Invoice number P1234 0002 already exists, the Invoice number
will be changed to P1234 00021:
287.
HTML Copies of Invoices will also use the augmented version of the Invoice Number, but the
filename saved will ignore the newly-added digit, so that invoice P1234 00021 will be found under
filename PInv0002 in the Export folder. Since these files are transitory by nature (they’re sent off
promptly as email attachments to Patrons), this should not result in any future problems of
duplication.
Department Invoice Numbers
Department Invoice Numbers are created as follows: First, a D identifies it as a Department bill.
Then the first five digits of the Department Abbreviation are used, to identify it with that
Department. After a space, a formatted four-digit number is added, the numbers running from
0001 to 9999. The count for Department Invoice Control Numbers is kept in the value
LastDepInv in tblLocals. A typical Department Invoice Number is DNEPH 0002 where NEPH is
the Department Abbreviation for the Department being invoiced.
After 9999 the number resets back to 0001, so that there will be about 10,000 Department
invoices before the control number reappears. Even then, the left side of the Department Invoice
Number (which includes the unique Department Number) should, in most cases, make it unique.
Nevertheless, QuickDOC will check tblDepInvoices first, to prevent duplicate Invoice numbers.
If the invoice number already exists in tblDepInvoices, then the Department Invoice
Number is altered, by adding a single digit at the end of the invoice number, from 1 to 9 and then
from A-Z, until the resulting number is unique in tblDepInvoices. If the next Department Invoice
number is 0002, and the Department Number is DNEPH, and the Invoice number DNEPH 0002
already exists, the Invoice number will be changed to DNEPH 00021.
HTML Copies of Invoices will also use the augmented version of the Invoice Number, but the
filename saved will ignore the newly-added digit, so that invoice DNEPH 00021 will be found
under filename DInv0002 in the Export folder. Since these files are transitory by nature (they’re
sent off promptly as email attachments to Depts), this should not result in any future problems of
duplication.
Cost Center Invoice Numbers
Cost Center reports/invoices are essentially Department Invoices, but are sorted by Cost Center
and have invoice numbers that begin with a C rather than a D. Then the first five digits of the
Cost Center are used. After a space, a formatted four-digit number is added, the numbers
running from 0001 to 9999. The count for Cost Center Invoice Control Numbers is kept in the
value LastDepInv in tblLocals along with the Department Invoice count, since these are, in fact,
Department invoices. A typical Cost Center Invoice Number might be C12345 0002 where 12345
are the first five digits of the Cost Center. Methods for creating uniqueness are the same as for
Department Invoice Numbers.
288.
HTML Copies of Invoices will also use the augmented version of the Invoice Number, but the
filename saved will ignore the newly-added digit, so that invoice C12345 00021 will be found
under filename CInv0002 in the Export folder. Since these files are transitory by nature (they’re
sent off promptly as email attachments to Cost Centers), this should not result in any future
problems of duplication.
Reprint an Invoice
You can Reprint a single Invoice for any invoice listed in the Invoice Column on the Local
Billing Grid by clicking once on the Invoice cell to be reprinted, then clicking the 'Reprint'
Button.
Invoices reprinted in this way will be printed, using the last Printer you specified when printing an
Invoice Run, and in the number of copies specified at that time. The Reprint will include all items
with that Invoice Number in the Invoice column and will re-calculate the Invoice Total as it prints,
so that, if you delete an item, and then reprint that Invoice, the Invoice will include the original
invoice total at the top, but a revised total at the bottom.
Payments made on an Invoice are subtracted from the Invoice Total at the top, and are
also noted as Payments at the bottom of the Charge column, along with both the original
and revised Invoice Totals.
On Invoices printed or Reprinted from the Local Billing Grid, you are asked before each Invoice is
printed whether you also want an HTML Invoice file saved:
If you never print HTML Invoices, set the Print HTML Copies value in the Local Preferences
Form to Never, and you will not see this prompt. Invoice Reprints in HTML follow a similar
format to Reprints on paper:
289.
List of Patron Invoices Outstanding Report
List of Dept/Cost Center Invoices Outstanding Report
The Local Billing Menu Bar choice now also includes a choice for a Report of Patron Invoices
Outstanding and Dept Invoices Outstanding (which includes Cost Center Reports).
Lists of Invoices Outstanding include all invoices generated during the period specified that have
not been paid, or have received only partial payment. The Patron List has the following format:
The Dept and Cost Center List is the same, but without the Patron Last Name, since the Dept
Abbreviation is embedded in the Invoice Number itself:
290.
This list can be used to reprint a second notice for selected invoices. A more automated process
for generating second notices is still planned for some time in the future.
Deleting an Invoice - Local Billing Grid
If you click once in the LocalInvoice column of the Local Billing Grid, the To Pmts button will
appear just above the Grid. Use this button both to delete (or post) payments and to delete the
Invoice listed in the LocalInvoice column. If there is a payment posted to the Invoice, you
must first delete the payment before deleting the Invoice.
A Payments From Patrons, Depts Form for an Invoice that has already been paid will look like
this:
First delete the Payment by clicking the Delete Payment button. This will produce the usual
Message Box asking if you are sure:
291.
When you click Ok, the payment is deleted and the affected items in the Grid are returned to
Invoiced status.
At this point we are now ready to delete the Invoice itself. Click back into a LocalInvoice cell that
contains the Invoice we want to delete. Then click To Pmts again. The Payments From Patrons,
Depts Form returns.
If the Delete Button still reads “Delete Payment,” click once on the Invoice Number Combo Box.
The button will change to “Delete Invoice” and will be enabled. After you click the Delete Invoice
Button, you’ll get the “Are You Sure?” Message Box.
If you click Ok, the Invoice will be deleted from the appropriate Invoices Table, all items in the
Grid for that Invoice will be reset back to Received, and the LocalInvoice value will be blank.
Rerun a batch of Local Invoices
You can Rerun a batch of Patron, Department or Cost Center Invoices just printed by using
the Global Change function on the Local Status column to reset all the invoiced items back to
Open. This process will also remove each item from either the Patron or Department Invoices
Table, depending upon the type of Invoice printed, and delete each invoice when all of its items
have been deleted.
292.
Deleting a batch of Local Invoices
Sometimes, perhaps as a result of a paper jam or some other infelicity during an Invoice run, the
run is interrupted and, while the changes are made to the database, not all the Invoices are
printed. You have two choices to rectify this situation.
1. If only a few invoices remain unprinted, use the Local Billing Grid and Reprint
Invoice for each of those missing.
2. If more than a few are unprinted, your best bet is to delete the Invoice Batch
entirely and rerun from scratch.
The steps for deleting a batch of Invoices just run are illustrated below.
1.
Set the Dates to the same dates for which the batch of invoices was run.
2.
Click the Search By Status Ribbon Button and choose Equals Inv Patron or Inv
Dept.
3.
Click Search to retrieve those items.
4.
Change the Local Status of the top row from InvPat (or InvDep) to Open and click
Save Changes. This step will also remove the charge for that item from the Invoice
Record in the appropriate Invoices Table (tblPatInvoices or tblDepInvoices).
5.
Click the header on the Local Status Column to get the Header Context Menu.
6.
Click Global Change. This will select all the items in that column for change.
7.
Click Ok at the message about changing all values to Open.
293.
8.
Local Status will be changed back to Open for all; All Invoices from that run will be
batch deleted from tblPatInvoices (or tblDepInvoices) once all the Invoice’s items
have been reset back to Open; the LocalInvoice column will be cleared; and these
items will now be eligible for a new Invoice run on the Local Billing menu.
N.B. The new batch of Invoices will begin with the next Local Invoice Number after the last
number of the deleted batch; the numbers will not be reset. In most cases this sequential number
won’t matter, but if you were using it to guage the number of Invoices printed within a certain time
period, for example, that number would not be accurate after using the method above.
Changing Local Charge after Invoice not allowed
Once an invoice is printed, Patron, Department or Cost Center Report, you’ll get an error
message (“Change $ not allowed here! First change back to Open”) if you try to change the
charge field. In the case below, we tried to change the $4.00 charge to $5.00:
294.
The same will occur if the Status were InvDep. To reset the charge (assuming you haven’t
already sent out the Invoice), go to the Local Billing Grid (if you’re not already there), Delete the
Invoice (see above), change the charge and re-run the Invoice for that Patron.
Invoice Troubleshooting
Box at the top, where the Return Address, etc., should be, is empty.
First check under 'Setup' and 'Billing Setup' on the Menu Bar, to be sure you have values
entered for the return address, etc. If these values are there (and they appear in Print Preview
but not on the actual printout), then the missing Invoice return address values are probably the
result of a layering mismatch when your printer prints the page. This seems to work for HP
printers with the problem, and may wprk with others:
1.
Click Start, then Settings, then Printers on the Win9x desktop.
2.
Right-click your default printer and choose 'Properties'.
3.
Click the 'Graphics' Tab to show the Graphics info form.
In the box at the bottom you have a choice of 'Graphics Mode' with two option buttons: Raster
Graphics and Vector Graphics. The 'What's This?' help for Vector Graphics reads:
Controls how the printing information is rendered by your printer. Using Vector Graphics can
significantly increase printing speed. However, if you have problems, such as incorrect
overlaying, trying choosing Raster Graphics.
[Italics added.] "Incorrect overlaying..." sounds about right. When we changed from Vector
Graphics to Raster Graphics on our HP5, the address and other data miraculously appeared.
If all else fails, though, simply check the Suppress Invoice Box checkbox on the Billing Setup
form.
It’s easy enough to sacrifice the fancy box, if it obscures what lies within. Once you’ve registered
this choice, the Invoice will be printed without the surrounding box.
Local Billing Troubleshooting
Why do some records appear in our Borrow tables, marked as received, but do not appear
in our Local Billing table when we want to go mark them as paid?
295.
If an item seems to be missing from the Local Billing Grid it's usually because, for whatever
reason, no Patron or Dept charge was associated with it. Perhaps the Patron Charge Profile
was "Free" at the time it was checked in, or the profile used the "Use Cost as Charge" type
profile and the Library charge was 0.00.
It's hard to say after the fact, but you can usually fix it by checking the "Also show 0.00 items"
checkbox and then re-clicking Search. This should give you everything for that set of dates,
including free items. Scroll down to the one you want and change the 0.00 Patron Charge to
whatever you want. While you're there, click once into the Patron field to expose the To Patrons
button at the upper right. Clicking that button will bring you to the Patron record, where you can
make sure that the Local Charge Profile assigned to that patron is the one you want. If it isn't,
you can change it there. This change will inform any new items received for that patron, but it
won't alter anything already checked in, so you'll want to scan the Local Billing grid to see if you
have any other items that you need to edit.
Local Payments
Payments can be made using a variety of Payment Methods and Payment Types.
Local Payment Methods
These appear in a Dropdown Combo Box on the Payment Information Form, and include the
usual methods of payment: AMEX, Cash, Check, Credit, EFTS, IFM, Invoice, MasterCard,
Other, Transfer, Visa and others. Some of these payment methods aren’t applicable to Local
Transactions (EFTS and IFM, for example), but since the Payment Methods Table is used in both
Borrowing and Lending, they appear as choices anyway.
The Payment Methods Table is crucial to much of the database work, so please don’t discard
this Table (it has happened once or twice in the past). As with any necessary table, the absence
of this table will interfere with normal QuickDOC processing. If you have to re-create the
tblPmtMethods Table, the default values are as follows:
1. AMEX
2. Cash
3. Check
4. Credit (non-cash credit for an item)
5. EFTS (not usually a Local payment choice)
6. IFM (not usually a Local payment choice)
7. Invoice
8. MasterCard
9. Other
10. Transfer
11. Visa
12. Deposit Acct.
13. Request (by Request Number)
Payment Types (Local Patron/Dept)
These include:
296.
1. Invoice
2. Credit (non-cash credit for an item---better to use a “Free Number Before Charge”
type Profile)
3. Deposit Acct.
4. Request (by Request Number)
5. Other
Payments of all types may be made using the Local Billing Menu Bar choice, Payments.
Payments are also commonly made on the Local Billing Grid, going directly to the Local
Payments Form from the Grid item to be paid. Some payments (Pre-paid items and Quick Pay
Local Payments) can also be made directly on the Requests Outstanding and Borrow Item
Backfile Grids.
Pre-payments on the Requests Outstanding Grid
In many cases, Libraries will require Patrons to Pre-Pay for items to be ordered. Typically, this
will be a fixed charge per item, although it can be set up in many different ways. In QuickDOC,
requests that are Pre-Paid will be automatically set to PaidPt when they are checked in as
Received.
If the Patron pays up front, you will have the necessary information at the time the request is sent
in QDPortal. Once all requests are sent, click the Import QDPortal Tool Bar button in
QuickDOC to bring the new items into the Requests Outstanding Grid. To put today’s requests at
the top, click the header of the Sent Column and choose Sort Descending.
For each item you want to Pre-Pay, click the Chrg Column for that item; a PrePay Button will
appear to the upper right:
If you click Pre-Pay, an Input Box will appear, noting the following Default Values that will be
associated with the Payment:
297.
1.
The Default Local Payment Method will be whatever has been set for your
Local Payments (this is currently set to the last Payment Method chosen when a
payment was recorded in Local Billing).
2.
The Default Payment Note will always be ‘Pre-payment for RQNO nnnnnnnn’;
this note field is used later to match up the payment when the item is Received,
so it’s necessary that it should remain in that format.
In order to prevent duplicate Patron Pre-payments, a lookup is made before the payment is
filed. If an earlier Pre-payment is found, a Message Box explains:
If the pre-payment isn’t a duplicate, it’s filed in the Deposit Account Table for Patrons
(tblPatDeposits), with a matching entry in the gatekeeper Table, tblPatCredits---tblPatCredits is
checked first on any search to see if the Patron involved has a balance of any kind (either a real
Deposit or a vague Credit, but steer clear of vague Credits if you can; a Local Charge Profile with
a certain number of ‘Free Items Before Charging Begins’ is a much easier way to manage this).
As far as QuickDOC is concerned, Deposit Accounts and Payment Accounts are tracking real
money, so that various comparative reports should be possible. Once the vague ‘Oh, give a
credit for this’ mindset intrudes, then accountability is out the window. Think Enron.
Since the prepayment is held in abeyance until the item is received, you won’t notice any obvious
change in the grid (other than a small notice in green that ‘Prepayment for RQNO 6339076
completed’ in the box beneath the Records Retrieved box).
At this point it’s just waiting for the Outstanding Request to be checked in as Received.
298.
An Outstanding item is changed to Received in a variety of ways. It can be changed by clicking
the Mark Rec’d Button on the Requests Outstanding Grid; it can be Received by changing its
status from Outstanding to Received in the Requests Outstanding Grid; it can also be changed to
Received as a part of a Global Change of requests from [whatever] to Received. Loansome
Docs that are filled in-house are changed from Outstanding to Received automatically upon
import of the action taken on DOCLINE.
In the course of changing an item from Outstanding to Received, by any of the above methods, a
check is made to see if there is a balance for this Patron in tblPatCredits. If there is, then a
search of the tblPatPayments Table is performed, to see if this item has been Pre-Paid (the
PatPaymentNote field will contain a “Pre-payment for RQNO 6339076” note for that Request
Number).
If a pre-payment is found, the charge being held in tblPatDeposits is assigned to the Request
Number it’s being held for (6339076, in the above example), a debit entry is made in both
tblPatDeposits and tblPatCredits, and the item’s Local Status is changed to PaidPt and the
original Local Date Paid is assigned the original date of the pre-payment.
Local Payments Made from the Borrow Items Backfile Grid (Quick Pay)
In addition to the ability to Pre-Pay an item while it’s still Outstanding, it will also be useful at times
to be able to post a quick payment directly on the Borrow Item Backfile Grid, without having to
exit and fire up the Local Billing Grid. This process is similar to the Pre-Pay process, and uses
similar defaults to record the payment.
For each item you want to Quick Pay, click the Chrg Column for that item; a Local Pmt Button
will appear to the upper right:
If you click Local Pmt, an Input Box will appear, noting the following Default Values that will be
associated with the Payment:
1.
The Default Local Payment Method will be whatever has been set for your
Local Payments (this is currently set to the last Payment Method chosen when a
payment was recorded in Local Billing).
2.
The Default Payment Note will always be ‘Pre-payment for RQNO nnnnnnnn’;
this note field is used later to match up the payment when the item is Received,
so it’s necessary that it should remain in that format.
299.
Local Status must be Open for Quick Pay. If you attempt to Quick Pay an item that has a Local
Status of anything but Open, the payment will be aborted.
Once the Quick Pay is posted, the values describing the payment are filed in the
tblPatPayments Table, with a unique Payment Number (in the form Pmt000nnn), a
PatPaymentInvoice value equal to the Request Number, a PatPaymentAmount of whatever
was entered in the Input Box, a PatPaymentDate of Today, a PatPaymentNote in the format
‘Payment for RQNO 5440565’, a PatPaymentType of ‘Request’, a PatPaymentMethod of
whatever was your default (Cash, in the case above), and a PatPaymentCostCenter, if one was
filed with that request.
Because this transaction is complete, other changes are also made in the Local Status (it’s
changed to PaidPt in both tblBorrowItems and tblBorrLocals), and to the LocalDTPD and
LocalInvoice fields of tblBorrLocals (Today’s Date for Date Paid, and the Payment Number for
Local Invoice. Because we’re doing this on the Borrow Item Backfile Grid, you will notice that
Grid’s change of Local Status immediately.
The green notice box also informs you that the posting was successful.
300.
Local Payments By Invoice Number
From the Local Billing Menu Bar Choice
Patron Payment By Invoice Number is the default when arriving for Payments from the Local
Billing Menu. All unpaid Patron Invoices (along with choices for Deposit Account and Credit)
are listed in the Invoice Number Dropdown Combo Box.
Click the This is a Patron Pmt button to change it to This is a Dept/Cost Ctr Pmt to register a
payment by a Department, and to fill the Invoice Number Combo Box with a List of Department or
Cost Center, not Patron, Invoices.
If you start typing in the Invoice Number Combo Box (and type at the rate of about a letter every
.5 second or so), the box will open up at the sixth letter typed to the spot on the Invoice List
where that Patron’s (or Department’s) invoices begin (or close to it). Choosing the invoice and
moving to the next field (either by pressing ENTER or clicking on it) automatically fills in most of
the form: the Paid By (Patron, Dept) field, the Payment Amount (as a default equal to either the
Invoice Total or the Invoice Total less any previous payments, if there were any), the Payment
Date (today), the Primary Cost Center (if there is one) and a default for Payment Method
(Check). Any of these can be changed, as needed.
From the Invoice column on the Local Billing Grid
You can also pay an Invoice from the Local Billing Grid, by clicking on the Invoice to pay in the
Grid's LocalInvoice column and then the 'To Pmts' button. This is sometimes faster if the Grid
is open anyway, and it will automatically locate the Invoice information you want.
301.
Since we’ve come from the Local Billing Grid, and the Invoice Number we want has already been
selected, most of the payment information has already been filled in and the focus is on the
Amount This Payment box, with the Invoice Total amount entered. If this is a complete
payment, just press Enter. The Add Payment button will be enabled; make any other changes
needed and click Add Payment or press Alt-A to add it.
Partial Payments on Invoices
Partial payments are filed with the Invoice, but the invoice is left open for future activity.
Partial payments are reflected in item activity up to the last full payment for each item. If there
isn't enough left over to fully pay the item, it's left marked as "InvPat” or “InvDep" rather than
"PaidPt” or “PaidDp" although the full payment amount is applied to the Invoice itself. Here’s an
example of a partial payment on a invoice:
302.
After the payment is filed, items on the invoice are marked PaidPt until the amount of the partial
payment has been reached.
Notice that the payment amount of $25.00 was applied to each request until the charge for the
request was greater than the amount left over from the payment (the requests will be marked
paid in chronological order). The $4.00 charge in the seventh row exceeded the $1.00 left
from the $25.00 payment after the top six rows were marked. Since this $1.00 credit remains
with the Invoice, it will be fully paid with another payment of $43.00 (even though it may look like
they owe $44.00, if you were to total the charges in the remaining InvPat rows of this invoice).
An easy way to check this would be to click the 'Reprint Invoice' button (click into the [Inv=P144
0328] cells on an InvPat row to get the Reprint Invoice button; it doesn’t show up on a row
where the Invoice has been paid), which will result in a reprint of all items items, but with the
Invoice Total: $43.00 at the top (rather than the original $68.00) and at the end, rather than the
usual "Total Charges: $68.00" that completes a first invoice, there will be three lines at the end of
a Reprint with payments applied:
Total Charges: $68.00
Amount Paid: $25.00
Amount Due: $43.00
The Reprint Invoice button can be used in this way to fire off a quick reminder of an
underpayment, as well as a second notice when there is no payment at all.
When the final payment is received and the Payment form brought up again to that invoice
number, information from the first payment will reappear:
303.
The Payment Note shows the note left with the first payment, for information only, and will be
changed when filing this second payment. The 'Add Payment' button will be enabled once the
suggested "43.00" payment amount is accepted (by pressing ENTER or moving to another field)
or some other value is entered instead.
Delete Payment made to Invoice
If a previous payment is shown on the Payment Form, it can be deleted and then re-entered by
clicking the 'Delete Payment' button. If more than one payment has been applied to this invoice,
the last payment applied is the one queued up for deleting. In the case of the form above, where
we're poised to add the final 43.00 payment, clicking 'Delete Payment' brings the previous
payment up for possible deletion. Check the Message Box information carefully to be sure the
proper payment is being deleted (although it's easy enough to add it back in again if you make a
mistake):
It's the previous $25.00 payment, in the case above, that has been queued up for deletion. When
a payment is deleted, the Invoice is restored to its previous values, and any requests that had
been marked "PaidPt" are reset back to "InvPat."
304.
Local Payments By Deposit Account
Use the 'Deposit Account' choice in the Invoices Dropdown Combo Box on the Payments form
to register a payment as a Deposit Account payment. Deposit Accounts can be established for
both Patrons and Departments. There is no Cost Center Deposit Account, but if a Department
Deposit Account includes a specific Cost Center, only items with that specific Cost Center will be
deducted.
In the case of Department Deposit Accounts (but not Patron Deposit Accounts), right after the
payment is added, QuickDOC performs a search to see if there any outstanding items still
marked as Received that might be paid from this deposit. The search goes back six months, or
to the beginning of the current year, whichever is longer. It won't alter any items that have
already been changed to InvDep but it will go ahead and pay off any Received items with a
CHRGAsDept greater than 0.00.
In the case of Patron Deposit Accounts, no automatic payment of Open items is performed, but
the PatDeposits Table will always be checked first when you attempt to record a payment for that
request.
Items paid from Deposit Accounts are available for searching via the LocalInvoices
column of the Local Billing Grid, since notations are made there when items are deducted from a
Deposit Account, referencing the Deposit Account number. A search on this field is a quick way
to get a list and printout of any items charged to specific Deposit Account:
There is also a table of Deposit Account activity for Patrons (tblPatDeposits) and
Departments (tblDepDeposits), with individual line items for each activity item. There is no
special Cost Center Deposit Account Table; these are kept within the Departments Table.
Department Deposit Acct Auto Payment begins Jan 1 of current year.
After a Department Deposit Acct payment is registered, unpaid Open requests are paid from the
Deposit Account payment beginning either six months prior to Today's Date, or at the
beginning of the current year, whichever is greater. This is to prevent this year's Deposit
Account payment from being applied to a superannuated request that might have been left at
Filled some years previously. You can cause earlier requests (or Patron Requests) to be paid
from a Deposit Account by marking them as Paid in the Local Billing Grid. Items changed to Paid
on the Grid (as well as on the Local Payments Form) are always first checked against a Deposit
or Credit Account balance and assigned to that payment if possible.
305.
Delete or Adjust Local Deposit Account Payment.
If a mistake is made when entering a Deposit Account payment, you can delete or adjust the
deposit payment itself (rather than each item assigned to the account) as follows:
1. Get to the Local Payments Form either from the Local Billing Grid or Local Billing Menu.
2. Check the 'Payment by Request No., Deposit or Credit Acct' box, if it's unchecked.
3. If the Request Number is in the field, erase that and enter the Deposit Account payment
number (usually something like Dep000123) in that box instead and press ENTER.
4. Either edit the 'Amount This Payment' box, or click 'Delete Payment' to begin again.
Deleting and re-entering is probably the preferred method, in which case all the values of the
payment will be new. If you choose to edit the payment amount, only that value will change in the
payment record. In both cases, any rollbacks or additions to items paid will be performed on
requests affected.
Local Payments By Credit
The Credit payment is another choice available in the Invoices Combo Box. While this choice
can be used to post a certain credit amount to a Patron or Department, it’s recommended that
you use the Free Items before Charge type Local Profile instead.
There's no line item table for these events---although there are tables for Patron Credits
(tblPatCredits) and Department Credits (tblDepCredits) that keep just the running total. These
are paired off with matching items that can thereby be marked as Paid as they occur. On the
Local Billing Grid, the LocalInvoice column for these items will have a notation of CreditPatron
or CreditDept, depending upon which type is used.
Items are deducted from the appropriate Credits Table only if there's enough in there for that
library to cover the total charge of the request. As with Deposit Accounts, requests paid from the
Credits Table are marked Paid automatically, at the time their Local Status is changed to either
PaidPt or PaidDp, using the appropriate CHRGAs Patron or CHRGAsDept. It will be a good idea
to make sure that these charges are the correct ones, although incorrect charges can be changed
at any time (if a charge is changed on any Grid for an item that has been marked as Paid from a
306.
Credit account, that change will be percolated back into the Credits Table---and Deposits Table for
Deposit Accounts---at the time the change is recorded).
If the remainder in the Credit Table is less than the cost of the item, it just sits there, waiting for
an item it can cover, and the uncovered item remains marked "Open" and is a candidate for the
next Invoice run.
If you choose Credit as the Local Payment Type from the dropdown box, also choose Credit
from the Payment Methods combo. This will be useful later for determining actual cash income
(as opposed to barter income) received as a result of internal Document Delivery activity.
This semi-official status of Credit Payments is yet another reason to avoid using them; some
confusion will nearly always result.
Credit Payment Type vs. Credit Payment Method
The Credit Payment Type appears in the Invoice Combo Box, along with Deposit Account, as a
choice along with the list of all unpaid Invoices. The Credit Payment Method appears in the
Payment Methods Combo List.
If you enter an amount with the Credit Payment Type, it will be added to the total available for
the Patron or Department making the payment in the appropriate Credits Table. The Payment
Method might be Check or AMEX or Transfer or whatever (even Credit, although this choice will
cause the inference that no funds actually changed hands). If you use the Credit Payment
Method with a Payment Type other than Credit, the payment will be applied to the Request or
Invoice cited, but no change will be made to the balance, if any, in the related Credits Table. If
there is real money changing hands, always use the Deposit Account Method rather than
the Credit Method.
Delete or Adjust Local Credit Account Payment.
Deleting and re-entering is absolutely the preferred method for editing credits, in which
case all the values of the payment will be new. If you choose to edit the payment amount, only
that value will change in the payment record. In both cases, any rollbacks or additions to items
paid will be performed on requests affected.
Local Payments By Request Number
Payments by Request Number can be recorded on the Local Payments Form, from the Local
Billing menu, by clicking on the "single Request Number" check box and typing in the Request
Number itself, but it's a bit easier to do it from the Local Billing Grid. Click on the row with the
item to be paid in the Grid, and then click the 'To Pmts' button on the upper right. This will bring
up the Payments Form with the Request information already filled in. Choose the appropriate
Payment Method and amount, etc., then click 'Add Payment' to save. The Payment Number
assigned will be available in the Invoice column of the Local Billing Grid.
Marking an item as Paid in the Local Status column of Local Billing Grid
You can record a quick payment by changing the Local Status column on the Local Billing
Grid directly, editing it from Open to either PaidPt (for Patron Payment) or PaidDp (for
Department or Cost Center Payment). The 'Paid On' column will be changed automatically to
Today's Date, if left blank, or it can also be changed before filing---using either the calendar
dropdown or by entering the date correctly---to the correct date for that payment. Requests
marked as Paid in this way have no other supporting information (no Check Number in Notes, no
specific Payment information). A payment entry is recorded, though, with the Request Number
as identifier, Payment Method will be your Default Payment Method and the Payment Amount
307.
will be equal to the Request Charge. The Payment Type is "Request." It is also assigned a
Payment Number, which will appear in the Local Invoice Column of the Local Billing Grid:
Items marked as Paid in this fashion are still run by the Credits and Deposits Tables, to see
whether the amounts should be deducted from these totals, but no other checks are made. The
Default Payment Method may be a real payment or a credit; since there's no way to tell for sure,
it's assumed to be a true payment.
Any payment can be edited later to correct payment amounts only, or simply deleted and reposted to correct any and all values.
308.
Journals
Records for Journals are held in the QuickDOC.MDB database in the tblJrnls Table; there’s also
an associated tblHoldings Table (for Library Holdings) but the input and edit forms for this table
aren’t implemented as of May 2002. It is planned at some point to update holdings lists
automatically from SERHOLD. The list of Journal records is accessible on the Add/Edit
Journals Form, either from the Menu Bar or from the Title column in either the Borrow or Loan
Grids.
Lookup Journal Title
Displaying Journals from the Lookup Menu
Records for Journals can be displayed from the Lookup choice on the Menu Bar, under Journal
Title.
This brings you to the AddEdit Journals Form. Journals can be chosen for editing by using the
Search button next to the Title box (for Journal Title searches) or the Search button that will
appear next to the ISSN box when that box gets focus (for Journal ISSN searches).
Searching for a Journal Title
The example below reflects a search when the word “Medical” is typed into the Title box and the
Search button is clicked:
309.
Since “Medical” is a fairly common word in our Journal Titles List, it will be wiser to choose some
less common word, but even with a fairly long list it is possible to use the scroll bar on the right to
scroll down yo the title you want to edit. Double-click on the title you want to move its values to
the edit boxes.
Editing Journals
In the case above, we can make such changes as necessary in the record for Medical Reference
Services Quarterly and then use the Apply or Ok buttons to save them. The vertical scroll bar at
the bottom of the Journal Titles List can be scrolled right to expose the NLM UI and Title Owned
columns.
Sorting the Journal Titles List
You can sort the Title, ISSN or NLM UI columns in ascending or descending order by clicking on
the header at the top of the column.
To reset the Journal Titles List after a search to its full number of entries, click the Clear button
and type in another search value.
Deleting Journals
Highlight a Journal Title to delete and click the Delete Jrnl button to delete a Journal Title from
the Journals Table. If the title has activity in one of the other tables you won’t be able to delete it
without first assigning its items to another Journal Record using the Global Title Change button.
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Adding Journal Titles
Journal Titles are added automatically if they are part of a DOCLINE Borrow transaction and are
not already in the Journals Table of the QuickDOC.MDB database. They can also be added
manually using the Add/Edit Journals Form.
Add Journals
Records for Journals can be added from the Add New choice on the Menu Bar, under Journal
Title.
The Add Journals form is the same as the Edit Journals form, except for the automatic checks
for duplicate values in the Title, ISSN and NLMUI text boxes. After you enter a value in any
of these fields, a search is made for matches in the database, in order to prevent duplicate
records being added.
After pressing Enter in the Title box, a quick search is made in the database to identify any similar
Journal Titles. If one is found it is displayed in the list on the right. You can double-click on that
record line to edit that record and abort the add.
A similar search occurs after data is typed in the ISSN box:
311.
You can also use the Search Button next to the ISSN box to do a search on a partial ISSN, in
order to check for an earlier entry:
Again, while it’s possible to add two records with the same ISSN, it isn’t usually recommended,
since the whole point of the Journals Table is to ensure discrete, appropriate assignment of
transactions to the appropriate Journal Title involved.
Transferring Journal Activity
To transfer activity from one Journal record to another, use the Global Title Change button at the
bottom of the form. This method can be used for moving activity from any Journal Title record to
another, but it’s very useful also in removing Monograph Records from the Journals Table that
have been added there incorrectly during a DOCLINE Import.
Using Global Title Change to Remove Monographs from tblJrnls
If you discover a monograph title in the list of Journal Titles, you can use the following method to
change all Borrow and Loan activity to the default Monograph record (usually 9097) and also
remove the monograph title from the Journals Table. Use the following steps:
1. First find the monograph record you want to remove, as below, and double-click that
entry to put it into the Edit box. Click Global Title Change.
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2. Since we want this to be filed as a monograph, we need to choose the record we want to
replace the current record with, which in this case is the default monograph record. Enter
monograph in the Title Box and press Enter. This gets everything with monograph in the
title, including the Default record. Double-click on that first line to choose it.
3. A message box will appear with the values to be changed, from and to:
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4. Click Yes to change any instances of record 6116 to the default monograph record.
5. The Global changes have been completed. You can now choose to delete the old
monograph title from the Journals Table (it doesn’t affect the title name that’s filed with
the item records). Click the Delete Jrnl Button to delete
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.
6. One more chance to back out, but click Ok to complete the transaction.
Journals Owned List
Journal Title Owned now means currently subscribing.
The tblJrnls Table includes a field for JrnlOwned, which indicates whether the Journal Title is
owned by the Library. It was originally intended to include both current subscriptions and closed
entries that were maintained as backfiles, and we will return to this interpretation once QuickDOC
can accurately import Holdings information from SERHOLD, but for now this value should be
interpreted as currently subscribing. Because this value is used to automatically change CCG
values to CCL (borrowed items from journal titles to which we have a current subscription should
not be included in CCC reports), until we have accurate holdings information, we must use this
restrictive interpretation of the Owned value.
QuickDOC will continue to check Loansome Doc requests for current Holdings statements, but
it will also check the Year of the request. Only if the Journal Year stated in the request is the
current year, will the program assume that this SERHOLD information is correct and update the
Owned value to True.
Nevertheless, while this value will be accurate for the current year’s changes, there will no doubt
by Journal Titles in your database now showing Owned that were incorrectly updated by earlier
versions of QuickDOC. These will need to be edited to show only the currently subscribing
interpretation.
You can see a list of your Journal Titles Owned by typing the word owned into the Title box and
either pressing Enter or clicking the Title Search button:
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This will give you a list of all titles in your tblJrnls Table where the Owned value is True.
In the case above, the search retrieved 230 records. The Owned column is also retrieved, but
you would need to use the horizontal scroll bar at the bottom of the list to see it:
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Since the journals are retrieved in alphabetical order, you can use the vertical scroll bar, at the
right side of the list, to scroll down to find a Journal to which you are NOT currently
subscribing. In our example, we’re using American Psychologist as a journal title whose
subscription has been cancelled. Double-click that line on the list to bring that title information
over to the edit boxes on the left. Then uncheck the Owned checkbox to indicate that this is not
a current subscription.
Click Apply after making the change and we’re ready to move on to the next not-renewed title.
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By the way, since the Journal Titles List is read-only, you won’t see the change under the Owned
column, but rest assured that it has been made in the database. In fact, if you later return to that
line in the list and double-click to bring those values over for editing, you’ll see that the Owned
box is indeed unchecked.
Once the automatic updating of Holdings from SERHOLD is ready, we can return to the original
value of Owned, meaning either currently subscribing or holding a closed entry backfile, but for
now it will mean currently subscribing only. When we’re back to the original meaning, we can use
the Owned value plus the detailed tblHoldings Table information to do automatic lookups from
Document Delivery Request forms to triage out requests that we can fill in-house, etc.
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QuickDOC Reports
Reports are listed under the Menu Bar item Reports. Reports are available in separate forms
for Borrowed Items and Loaned Items.
Printing Reports
Print To and Copies Boxes on QuickDOC Report Forms
QuickDOC includes dropdown combo boxes on both the the Lend Reports and Borrow Reports
forms for choosing the Printer to print to (as well as the default Print Preview) and the number
of copies to print. In most cases this arrangement will be the easiest to use and most
convenient.
Windows Print Menu
In some situations, however, access to the full Windows Print Menu might be necessary in order
to set some specific printer value just for the report to be printed. One such option might be the
ability of some printers to collate reports with more than one copy to be printed. Typically,
collation means that any report set to print more than one copy will first print the first copy all the
way through, then the second copy all the way through, etc. In most cases, this is what you want.
In some cases, though, and the printing of multiple copies of Invoices is the obvious example,
collation is not what you want. Multiple copies of Invoices should stay together, so they can be
mailed together.
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In order to provide this option, QuickDOC will activate the Print choice on the File Menu, in both
Lend and Borrow Reports, as well as in their related Billing, EFTS and Local Billing choices on
the Menu Bar. If you need to set some specific printer setting, use this method rather than the
boxes provided on the QuickDOC Report forms:
Ignore the choices on the Report menu and click File on the Menu Bar, then Print, to get the Print
Menu. On the Print Menu, select the Printer Name you want to use, the number of copies you
want to print, and any other Printer Properties (such as Collate, for example) that you want to
apply to this print job.
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Your Print Menu may look slightly different, depending upon the version of Windows running on
your machine and the printer’s capabilities. Once the selections are made, click Ok to return to
the Report Form.
You’ll notice that the Print To and Copies boxes now show your selections made using the
Windows Print Menu, but that they are now disabled (grayed out). This alerts you to the current
settings and reminds you that the changes were made on the Windows Print Form, not this one.
The other values, Begin Date, End Date, etc., are still available and can be changed at any time.
If you want to stop using the Windows Print Menu settings, first go back to the Print Menu,
using the File, Print method. Undo any changes you’ve made just for this report, so that the
Windows Printer defaults are returned to their normal settings. Click Ok to save the Windows
321.
settings, then Exit to quit the QuickDOC Report form. When you come back in the Print To and
Copies boxes will again be enabled and ready for use.
It’s probably a good idea also to get in the habit of revisiting the Windows Print Menu after each
report is run and before exiting the QuickDOC Report Form, to avoid leaving the printer at
settings that will be an unpleasant surprise when some future report is printed.
Borrow Reports
The Borrow Reports form gives choices for Report Name, Printer to print to (including Print
Preview), Number of Copies to print, and Dates to include. Print Preview is always a good first
choice, to get an idea of how many records will be sent to the printer.
Detailed Borrow Report
There are a number of basic Borrow side reports included in QuickDOC. The first is the Detailed
Borrow Report, which prints item-level information for each request filled during the period
specified. Columns in the report include: Lender, Request Number, Date Received, Title,
Citation and Lender Charge. These will not include Loansome Docs filled in-house. The first
line of each Library’s activity includes a list of the Library Groups to which that Library belongs.
The format is as follows:
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A subtotal appears at the end of each itemized Lending Library’s listing, as in the following, from
the University of Alabama at Birmingham:
Each library is subtotaled, and there are Grand Totals listed at the very end of the report for Total
All Items, Total Libraries and Total Charges.
Detailed Borrow Report for One Lender
Borrow Reports for activity with a single Library are available in either the Requests
Outstanding or the Borrow Item Backfile grids. In most cases you’ll want to use the Backfile
grid, since there is no date setting in Requests Outstanding. The report will be titled Detailed
Borrow Report – Lender (followed by the Lender’s LIBID).
If you do run the report from the Requests Outstanding grid, QuickDOC will use the Default
Dates (either the first of the year or the first of the month six months ago, whichever is longer) as
the Begin Date and Today as the End Date, but since the record you are looking at is, by
definition, still outstanding, it won’t appear in the resulting Detailed Borrow Report - Lender and,
in some cases, the report itself might therefore be empty. If this is the case you’ll see the familiar
No Records To Print message box, similar to the following:
Running the report from the Borrow Item Backfile grid is clearly the best choice. Since there is no
Libr column in the Local Billing grid, there is, therefore, no Print Lender Rpt Print Option there,
but the other grids make it possible to print individual reports for any Lender.
323.
To prepare the report, set the dates in the Borrow Item Backfile grid to match those you want in
the Detailed Borrow Report – Lender (One Library), then click Search. This will populate the
grid with all Borrowed Items during that period.
At that point, find the Library whose activity you want to print out in the Libr column of the grid (to
sort the list by Lender, you can left-click the header of the Libr column---that box at the top of the
column, labelled Libr---and choose Sort Ascending, to easily find a row with the appropriate
LIBID to report). Click once into that Libr cell (it will turn light blue, as shown in the MAUHCM cell
below) to expose the hidden Print Lender Rpt button at the upper right:
Click the Print Lender Rpt button to print the report to whatever your default printer might be.
This report corresponds to a single library section in the Detailed ILL Report for Borrowed Items.
If you get a printer error, or get only the Print Preview screen here, it may be that your default
printer isn’t recognized. Try printing one of the Summary Reports to clear out any printer logjam,
and then re-try this report.
324.
This report will only include items loaned by other libraries; it won’t include any Loansome Doc
items you filled from your collection, nor any Copy Service items. If you try to print a report for
your own LIBID (as you might for Loansome Doc items you filled for yourself), you’ll see a
message to that effect:
Use the Loansome Doc or Copy Service Reports to get this info.
Summary Borrow Report
The Summary Borrow Report lists total activity with each Library during the period in question:
total items and the total amount charged.
Detailed Borrow Report (by Patron)
The Detailed Patron Report includes a line for each Patron transaction during the period
specified. It includes not just ILL activity, but also Copy Service and LOANSOME DOC requests
that were filled in-house, so the totals here may be higher than reports for the same period that
track only ILL activity. The report is sorted by Patron Name (Last, First), and by Rec’d Date
within each Patron. It includes the Patron Status in parentheses after each Patron Name, and
indicates the Dept referenced for each transaction.
Charges are those Local Charges that are billed to the Patron. If the item was billed to a
Department or Cost Center, or if the Local Charge, itself, was 0.00, then the Charged As Patron
here will be 0.00. Also included [in brackets] just before the Patron Charge is the amount the
Library paid the Lender for that item. These Lender charges are also totalled at the end of each
Patron section.
LOANSOME DOC and Copy Service items are indicated by an L or a C, respectively, just to the
right of the item number.
The format of the Detailed Patron Report is as follows:
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Copy Service Request Number is truncated in Patron, Dept reports
Because of a space premium on the lines of Detailed Patron and Dept Reports, Copy Service
Request Numbers beginning COPY will be truncated on the reports to C.. before the rest of the
number. Request Number COPY0502221 will therefore show up in reports as C..0502221, as
shown below.
The full number will continue to be printed in the Copy Service Report.
Detailed Borrow Report for One Patron
Borrow Reports for activity of a single Patron are available in either the Requests Outstanding
or the Borrow Item Backfile grids. In most cases you’ll want to use the Backfile grid, since there
is no date setting in Requests Outstanding. The report will be titled Detailed Borrow Report –
Patron (followed by the Patron Name).
If you do run the report from the Requests Outstanding grid, QuickDOC will use the first of the
year as the Begin Date and Today as the End Date, but since the record you are looking at is,
by definition, still outstanding, it won’t appear in the resulting Detailed Borrow Report - Patron
and, in some cases, the report itself might therefore be empty. If this is the case you’ll see the
familiar No Records To Print message.
326.
To prepare the report, set the dates in the Borrow Item Backfile grid to match those you want in
the Detailed Borrow Report – Patron (One Patron), then click Search. This will populate the
grid with all Borrowed Items during that period.
At that point, find the Patron whose activity you want to print out in the Patron column of the grid
(to sort the list by Patron, you can left-click the header of the Patron column---that box at the top
of the column, labelled Patron---and choose Sort Ascending, to easily find a row with the
appropriate Patron Last Name to report). Click once into that Patron cell (it will turn light blue, as
shown in the Mahmoo cell below) to expose the hidden Print Patron Rpt button at the upper
right:
Click the Print Patron Rpt button to print the report to whatever your default printer might be.
This report corresponds to a single Patron section in the Detailed Patron Report. It includes
Library charges as well as Patron Charges (but not a charge paid by Department, which shows
up on the Detailed Department Report).
Summary Borrow Report (by Patron)
The Summary Patron Report includes a line for each Patron, along with the Dept and, in
parentheses, the Patron Status. All transactions during the period specified are sorted by Patron
Name, totals for each Patron are cumulated under Items; Lending Library Charges for each
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Patron are shown in the column Chrg By Lender; Local Charges Paid By Dept or Cost Center
are shown in [Dept Paid], and actual Local Charges Paid by Patron are in the Charged (as
Patron) column.
The report includes not just ILL activity, but also Copy Service and LOANSOME DOC requests
that were filled in-house, so the totals here may be higher than reports for the same period that
track only ILL activity. The [LD] and [Cpy] columns are subtotals of the Items column on that
same line and are included in that item total. The [LD] column includes both in-house
LOANSOME DOCs and those filled after referral on DOCLINE.
The Local Charges that were assigned to Departments or Cost Centers aren’t included in the
Charged (as Patron) Totals, but are shown [in brackets] here. The report is sorted by Patron
Name (Last, First), and by Rec’d Date within each Patron. It includes the Patron Status in
parentheses after each Patron Name, and indicates the Dept referenced for each transaction.
Charges are those Local Charges that are billed to the Patron. If the item was billed to a
Department or Cost Center, or if the Local Charge, itself, was 0.00, then the Charged As Patron
here will be 0.00.
The format of the Summary Patron Report is as follows:
Detailed Borrow Report (by Dept)
The Detailed Dept Report includes a line for each Dept transaction during the period specified.
It includes not just ILL activity, but also Copy Service and LOANSOME DOC requests that were
filled in-house, so the totals here may be higher than reports for the same period that track only
ILL activity. The report is sorted by Dept Abbreviation and by Rec’d Date within each Dept. It
includes the Full Department Name (in parentheses) after each Dept Abbreviaton, and indicates
the Patron referenced for each transaction.
Charges are those Local Charges that are billed to this Department (or to a Cost Center of this
Department). If the item was billed to a Patron, or if the Local Charge, itself, was 0.00, then the
Charged As Dept/ CostCtr here will be 0.00.
LOANSOME DOC and Copy Service items are indicated by an L or a C, respectively, just to the
right of the item number.
The format of the Detailed Department Report is as follows:
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Summary Borrow Report (by Dept)
The Summary Dept Report includes a line for each Dept and, in parentheses, the Full Dept
Name, if any is registered for that Dept. All transactions during the period specified are sorted by
Dept, totals for each Dept are cumulated under Items; Lending Library Charges for each Dept
are shown in the column Chrg By Lender; Local Charges Paid By Patron are shown in [Patron
Paid], and actual Local Charges Paid by Department are in the Charged (as Dept) column.
The report includes not just ILL activity, but also Copy Service and LOANSOME DOC requests
that were filled in-house, so the totals here may be higher than reports for the same period that
track only ILL activity. The [LD] and [Cpy] columns are subtotals of the Items column on that
same line and are included in that item total. The [LD] column includes both in-house
LOANSOME DOCs and those filled after referral on DOCLINE.
The Local Charges that were assigned to Patrons aren’t included in the Charged (as Dept)
Totals, but are shown [in brackets] under [Patron Paid] here. The report is sorted by Dept
Abbreviation. It includes the Full Dept Name in parentheses after each Dept Name, and
indicates the Dept referenced for each transaction.
Charges are those Local Dept/Cost Ctr charges that are billed to this Department (or to a Cost
Center of this Department). If the item was billed to a Patron, or if the Local Charge, itself, was
0.00, then the Charged As Dept/CostCtr here will be 0.00.
The format of the Summary Department Report is as follows:
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Journals Borrowed (Summary) Report
The Journals Borrowed (Summary) Report lists each Journal Title borrowed during the period
in question, along with the number of times it was loaned and the ISSN.
The left hand column is counting the titles as they are printed. At the end of the report is a
general total:
Journals Borrowed (Full) Report
The Journals Borrowed (Full) Report lists each Journal Title borrowed during the period in
question, but also includes a line for each item, including the Lender, Year of publication and the
Patron Name. It generates a list of ALL journals borrowed, not just those subject to Copyright,
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sorted by # Borrows, most to least. Within each Journal Title, items are sorted by Patron Name,
so that items borrowed for a single patron will be grouped together. This report can also be
configured to print only those titles with a certain number of times borrowed, so that only those
titles you borrowed most often will be included.
Print Most Borrowed Journal Titles
An input box will pop up after you’ve selected the Journals Borrowed (Full) Report to ask at which
number of Borrows you want to cut off the printout:
If you leave it at 0 (or enter 1) it will print all items. To see all journals borrowed five or more
times during the year enter 5. The report will be printed with the most-borrowed titles first, down
to the last title borrowed 5 or more times.
This report can be fairly lengthy, if you don’t restrict it to most borrowed titles, with a line for each
item loaned. The individual numbers in the second column (# Borrowed) provide the subtotal for
each Journal during the printout. This report also includes a total at the end of the report:
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Copyright Report (US - CCC)
The Copyright Report (US - CCC) generates a list of ONLY those items that currently fall
outside of the U.S. CONTU Guidelines for copyright compliance.
In general, the CONTU Guidelines require reporting if:
1. This Journal Article Borrowed is less than 5 years old;
2. There have been 5 or more previous Borrows of this type from this journal this year;
3. This is a Title for which you do not have a current subscription; and I would also add:
4. You have not already paid a royalty through a third-party at the time of ordering.
The Copyright Report (US – CCC) therefore prints only Journal items for which a Copyright
Charge might be due, usually payable through the Copyright Clearance Center (the CCC of the
report title).
This report therefore excludes borrowed articles from Journal Titles that provided fewer than 6
articles in the calendar year specified; it also excludes items published earlier than 5 years before
the calendar year in question; and it also excludes requests marked CCL (the U.S. standard that
tells the Lender that this request conforms to the Copyright Law, generally because the item is
greater than 5 years old, rather than the CONTU Guidelines, CCG, which generally means the
item borrowed is within the 5 year period), because this is a way to gather any number of
exceptions (including “We own it!” and “We already paid the royalty!”) in a single value.
It also checks the Publication Date, and excludes anything older than 5 years before the Begin
Date of the report, whether or not that item is marked CCL or CCG.
The report also excludes Loansome Doc requests filled in-house (i.e., Loansome Doc
requests where the Lending Library is the same as the Borrowing Library), since this activity is
more like a Copy Service than Interlibrary Loan. Of course there are Fair Use issues here,
etc., but that is outside the scope of this discussion.
The current subscription distinction, as mentioned above in the third bullet of the CONTU
Guidelines discussion, is a bit more complicated. At some point, we’ll be able to check Journal
Titles for current subscriptions directly in QuickDOC.MDB; the fields are there but the enabling
code is not. So, for the time being, use the DOCLINE CC Field or the CC Field in the Add
Borrow form for non-DOCLINE requests, to register your own compliance with the Guidelines,
by choosing CCL instead of CCG when the Journal in question, even if within the 5 year period, is
one for which you have a subscription. The QuickDOC Copyright Report (US – CCC) will then
skip that item as it makes its calculations.
Fnally, in the case of items borrowed from Lenders who include the Royalty Charge as a part of
the Loan Charge (such as CISTI, or any of the commercial document delivery providers),
mark these records CCL so that they will not be included in the Copyright Report (US – CCC).
If you enter an incorrect CC value at the time that any item is ordered, you can change it in the
BorrBibCopyright field that is available on any Borrow Grid by clicking the + sign at the left of
the appropriate row.
The Copyright Report (US – CCC) includes # of pages, Year, Jrnl Title (ISSN), and the citation.
As the subtitle suggests, only those items not excluded by time or CCL or the Rule of 5 will
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appear in the report. This is a conservative estimate, so that if your Start Date is anywhere in
2001 (as it is below), QuickDOC will assign the CCL cutoff date to the earliest it could have been
(in the case below, a report date of 1/1/2001 yields a cutoff date of December 31, 1995 --Anything before that COULD NOT BE within the 5-year period) and will include any items
after that that meet the other criteria. So the Publication Years within that constraint are 2000,
1999, 1998, 1997, 1996 (with 2001 included by definition, as it progresses).
Of course, this floating 5-Year period will change during the year in question, so that something
borrowed in January, 2001 will be properly included, while something else, borrowed at the end of
the year, might be included in the total while it should have been excluded, instead. In these
cases, use the CCL Copyright value to exclude items that would otherwise be included in the
general Copyright Report (US – CCC). You can use the Copyright Report (All Items), which is
the next report described below, to perform a final check for intra-year items that may be
excluded under CONTU because the publication date/month within year 5 (1996 in the case
above) is earlier than the date/month when the item was borrowed during this year.
This report prints ONLY those items that should be reported to the Copyright Clearance
Center (CCC) in one of their reports,
At the end of the Copyright Report (US – CCC) will be the Grand totals:
This summary is the total of the U.S. CCC Report. Before generating a final report for CCC, first
print the Copyright Report (All Items) for all Journals borrowed 6 times or more. Use this printout
to check for Journals Owned, or Items already paid for, or Borrows that pre-date the five year
CONTU Guidelines checkoff within the year. Change these to CCL if you don’t want them
included in the Copyright Report (US – CCC). Change any other values that may be exposed as
incorrect wihtin this report. Then print the final CCC Report.
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Copyright Report (All Items)
The Copyright Report (All Items) generates a list of ALL journals borrowed, not just those
subject to Copyright, sorted by # Borrows, most to least. It can also be told to print only those
titles with a certain number of times borrowed, so that only those titles you borrowed most often
will be included. Because the purpose of this report is to provide a mechanism for fine-tuning
Copyright data before preparing the official CCC Copyright Report, it also includes the Request
Number and Date Received, to facilitate editing in the actual request, if necessary. No Patron
Information appears on this report, but it does appear on the Journals Borrowed (Full).
Print Most Borrowed Titles
An input box will pop up after you’ve selected the Copyright Report (All Items) to ask at which
number of Borrows you want to cut off the printout:
If you leave it at 0 (or enter 1) it will print all items. To see all journals borrowed five or more
times during the year enter 5. The report will be printed with the most-borrowed titles first, down
to the last title borrowed 5 or more times.
This report will also total items, journals and pages at the end:
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as well as on the Form, itself (most QuickDOC Reports will do this as well).
Copyright Reporting Strategies
As a general rule, the method for preparing the US - CCC final report for the year might be as
follows:
1. Print the US-CCC Report for the year in question.
2. Print the All Items Report for the same year, including only titles borrowed 6 or more
times.
3. Using titles that show on the original US-CCC Report (#1), check the full list of borrows
on the All Items Report to make sure that any CCGs that should be CCLs are fixed.
4. Also check that the 5 year plus CCL rule has been followed (QuickDOC will change
CCGs to CCLs if it can determine that the date of the issue is earlier than the date of the
request in the issue year of this-year-minus-5 (Jan 1999 is CCL in Feb 2004 while March
1999 is not).
5. Make sure that any journal title to which you have a current (or on order) subscription
have CCL on all their items.
6. Make any changes directly in the item records in QuickDOC; then
7. Print out the final US-CCC Report, to use in reporting to the Copyright Clearance
Center.
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Compute Totals (Borrowing) Report
The Compute Totals (Borrowing) Report provides a quick snapshot of Borrowing activity in
various categories, such as Item Source, Delivery Method, Type of Item, etc. It also calculates
percentages of activity during the period specified, and computes an Average Charge per Item
for that period, along with Turnaround Time for items sent via various systems, Delivery Methods,
Item Types, etc.
This report also lists activity in a Copy Service, if you have one, and Copy Service items (along
with Loansome Docs filled within your Library---which aren’t counted as Borrows in some cases,
such as Copyright Reports and the report here of Referral Reasons) are broken out separately
and won’t be included in the totals.
The Compute Totals Report also gives Totals and Averages for Delivery Methods, Source of
Request, Copy Service and various Loansome Doc Activity Reports. It gives the percentage of
items on each Source that were delivered electronically. Totals for Referral Reasons are listed
at the end of this one-page report. The report also gives a subtotal within each Source if any of
those items were monographs or audio-visuals.
The top Compute Totals screen appears as follows:
The first page of Compute Totals (Borrowing) also now shows a report of the methods of
Payments to Lenders for the period, along with total charges allocated to each payment type,
with categories for EFTS, IFM. Invoice/Other, Not Yet Paid and Free. The report also gives a
subtotal within each Source if any of those items were Monographs, Journals, E-Journals or
audio-visuals.
336.
QuickDOC also adds computation of Turnaround Time by Delivery Method, Delivery Type and
Item Type on the first page of the Report:
In addition, the Borrow report also lists Referral Reasons for requests, when they were entered,
along with the percentage of all requests the listed Reason represented. Totals for Referral
Reasons won’t include any Copy Service items or Loansome Doc items that were filled from your
collection.
These can be useful for Collection Development reports and planning.
Patron Status Report
The Patron Status Report provides a quick snapshot of Borrowing activity by the Status of the
Patron. It also tracks the Local Delivery Method used to convey the item to the Patron, and
computes an Average Turnaround Time for items by Patron Status Code.
This report appears at the top of Page 2 in the Compute Totals (Borrowing) Report:
337.
Patron Suffix Report
Also on Page 2 of Compute Totals (Borrowing) is the Patron Suffix Report, which provides a
snapshot of Borrowing activity by the type of Patron as revealed in the suffix (M.D., D.D.S.,
M.L.S., etc). It also tracks the Local Delivery Method used to convey the item to the Patron, by
Suffix value, during the period specified, and computes an Average Turnaround Time for items
by Patron Suffix Value:
Purpose of Request Report
After the Patron Suffix Report on Page 2 of Compute Totals (Borrowing) is the Purpose of
Request Report, which provides a snapshot of Borrowing activity by the purpose of request:
Education, Grant-funded research, Other, Patient Care or Research. It also tracks the Local
Delivery Method used to convey the item to the Patron, by purpose, during the period specified,
and computes the Average Turnaround Time for items by Purpose Code. The Totals row at the
bottom of this page reflects the Local Delivery Method Totals for the period specified.
338.
Library Group Report – By Del Method (Borrowing)
The Library Group Report – By Delivery Method (Borrowing) is found at the top of the third
page (or later) of the Compute Totals (Borrowing) Report. It provides a breakdown of activity
on the Borrow side by Library Group of the Lending Library. Since a single Library may belong
to more than one Group, the Totals here may not match the total number of borrowed items for
the period. The report breaks activity down by Delivery Method and gives the percentage of
items filled for each Library Group that were delivered electronically, the percentage of activity
with each Library Group within all Groups, and the average turnaround time by Library Group.
If there are loans to Libraries that have not been assigned to a Library Group, the number of
those items is listed at the end of the report.
Library Group Report - By Source (Borrowing)
The Library Group Report – By Source (Borrowing) is found at the bottom of the third page
(or later) of the Compute Totals (Borrowing) Report. It provides a breakdown of activity on
the Borrow side by Source and Library Group of the Lending Library. Since a single Library
may belong to more than one Group, the Totals here may not match the total number of borrowed
items for the period. The report breaks Group activity out by Source used, including: DOCLINE,
LOANSOME DOC, OCLC, RLIN, Phone, Fax, Mail and Other. Item payment methods (broken
out by EFTS, IFM and non-Electronic methods---typically, Invoices, Coupons, Deposit Accounts,
Credits, etc.) are also listed by Group.
339.
Loansome Doc Filled In-House Report
The Loansome Doc Filled In-House Report lists each item filled for a Loansome Doc Patron by
your library. These items are not included in any of the other reports, except for Compute Totals
and the various Patron and Dept Detailed and Summary Reports (where they are included along
with the LDs received from other libraries, but there’s no distinction between those filled in-house
and those received via ILL). This is an itemized list of all your fills for the period, with Patron
Names, and including No Charge items (which would not appear on Patron Bills). The format is
almost identical to the Detailed Borrow Report, except that the LD Patron appears in the Lender
column, the Charge referred to is the Local Charge, and the items are sorted by Patron Name
within the report (like the Detailed Borrow Report, there is also a Total at the end of the printout):
Copy Service Report (By Patron)
The Copy Service Report (By Patron) lists each item filled for a Copy Service run by your
library. These items are not included in any of the other reports, except for a total in Compute
Totals. This is an itemized list of all your jobs for the period, with Patron Names, and including
the number of pages for each copy item. The format is almost identical to the Loansome Doc
Filled In-House Report, except for the column with the calculated number of pages.
In some earlier QuickDOC versions, using Source Copy Service always assumed that the
Lending Library referred to would be your own LIBID. After a discussion on the QuickDOC-L List,
it was clear that this assumption was too restrictive. Consequently, QuickDOC will currently allow
any LIBID in the Lender category, although the local LIBID is still preferred, since it most clearly
states the true situation.
340.
The Copy Service Report (By Patron) sorts first by LIBID, then by Patron, then by Date Received,
as illustrated below:
If you create artificial LIBIDs to track some usage here, be sure to assign them the Free Charge
Profile, since we don’t want any charges to obtain on the Library-to-Library level, only on the
Local Patron or Department level, if you do indeed charge your Patrons, Departments or Cost
Centers for Copy Service work.
List of Patron (or Dept) Invoices Outstanding Report
This is also available on the Reports, Borrowed Items Menu, as well as the Local Billing Menu
and includes all invoices generated during the period specified that have not been paid, or have
received only partial payment.
The Local Billing Menu Bar choice shows a choice for both Patron Invoices Outstanding and
Dept Invoices Outstanding (which includes Cost Center Reports).
Lists of Invoices Outstanding include all invoices generated during the period specified that have
not been paid, or have received only partial payment. The Patron List has the following format:
The Dept and Cost Center List is the same, but without the Patron Last Name, since the Dept
Abbreviation is embedded in the Invoice Number itself:
341.
This list can be used to reprint a second notice for selected invoices. A more automated process
for generating second notices is still planned for some time in the future.
EFTS Activity Report
The EFTS Activity Report is meant to provide an up-to-the-minute snapshot of your current EFTS
income and liabilities. Unlike other date-related QuickDOC Reports, the EFTS Activity Report
doesn’t give a list of activity within a certain Begin Date and End Date. In fact, the EFTS Activity
Report cares ONLY about the Begin Date (which it uses to total up all activity before that date
into a Forward Line) so that individual items are printed only on and after that date.
The Fwd Line totals will include a total of all activity between the EFTS Activity Report Start
Date (which is set under Setup, Set Local Preferences, General Tab, see illustration, below) and
the Begin Date set on the Borrow Reports form.
342.
You can see the EFTS Activity Report Start Date in the report reproduced above at the end of
the first line after the title and subtitle: “Started Tracking on 01-Jul-04.” If the EFTS Activity
Report Start Date and the Begin Date for the report are the same, then all the Fwd lines are $0.00
except for the first line, from tblBorrowDeposits, which will show the amount entered on the Local
Preferences Form as the Beginning Balance (shown as $141.91, above).
Use this report to track down EFTS loans, borrows, payments and credits, and to set up a
situation where QuickDOC can alert you, at any time, as to your EFTS Income potential (from
tblLendItems and tblInvoices in QuickDOC.MDB), against your current EFTS Payments as
Borrower (from tblBorrowDeposits, for EFTS Deposit Account Payments already made, and
from tblBorrowItems for upcoming payments for Borrowed items Received but not yet paid
through EFTS).
Before running your first EFTS Activity Report, you should see How to set up your initial EFTS
Activity Report, on page 56, above.
The EFTS Activity Report includes totals from four separate tables in the QuickDOC.MDB
database:
1. EFTS Acct: Added, Used, SrvChg & Redist., from tblBorrowDeposits
The first table totaled is the Borrow Deposits Table, which holds a list of all deposit account
payments (to single Lender Libraries as well as to EFTS under the EFTSUP Library Name) along
with the items that were paid from each deposit account, listed by Request Number. This list can
be quite long, as you might imagine, which is one reason for setting the Begin Date of the Report
to a relatively recent date, so that all earlier lines are summed up in a FWD line.
This part of the report lists EFTS Debits (which appear in the Used column):
1. EFTS Borrowing Activity Marked as PaidEFTS;
2. EFTS Service Charges
3. EFTS Redistributions.
EFTS Borrowing Activity Charges are added by marking the items reported in the Detailed Debit
Summary of the EFTS Monthly Statement as PaidEFTS using either the Date Filled date on the
report or the last day of the month for batch processing. This is accomplished by selecting the
appropriate items in the Borrow Item Backfile (by Ctrl-Clicking their Record Selectors), choosing a
Default Date, and then clicking the Mark Paid button.
EFTS Service Charges or EFTS Redistributions are entered as negative numbers as a separate
Payment entry under Billing,EFTS on the QuickDOC Menu Bar, choice Payments (i.e., Payments
from Borrowers). Use the last day of the month for entering Service Charges and
Redistributions.
343.
(Items you have borrowed but which have not yet been marked PaidEFTS appear in the last
section of the report.)
It also includes the following EFTS Credits (which show in the Added column):
1. EFTS Deposit Account Payments,
2. EFTS Upload Files Marked as Paid.
Deposit Account Payments are usually entered using the first date of the month in which they
appear in the EFTS Monthly Statement.
Most libraries will upload the previous month’s Lending activity during the first week of the current
month. While it might seem logical to mark the upload as paid just after it has been accepted,
there is merit in waiting until you get your next Monthly EFTS Statement to do this. Be sure to
use a Paid Date in the same month as the Upload File (using the same date as the date of
the Upload/Invoice is a good practice), so that it will be easier to match your end-of-month total
with the end-of-month total displayed on EFTS. One advantage to using the end-of-month
method is that you’ll also have that month’s EFTS Service Charge and any EFTS Redistributions
available in that Statement, so that you can enter all items at the same time.
GENERAL RULE: Credits toward the first of the month. Debits toward the end!
Section 1 ends with a Borrow Deposits Totals line, and a Running Totals line beneath (which
will be a matching total here, since this is the first section of the report).
[Unlike most Deposit Accounts in QuickDOC, the EFTS Deposit Account tracked in
tblBorrowDeposits will permit a transaction to be charged to the Deposit Account of the default
EFTS Library named EFTSUP, even if there is a negative balance showing on the account.
These transactions are always charged to the default EFTS account payment Dep000001 in
tblBorrowDeposits. This deposit transaction number should always be kept available for that
purpose. These Dep000001 items will be gradually reassigned to proper EFTS Deposit
Payments as new payments are entered.]
2. EFTS Files Uploaded but not yet marked paid, from tblInvoices
The second table totaled is the Invoices Table, which holds all the Invoices you’ve sent to
Borrowers, including entries for EFTS Upload Files. An entry is made in tblInvoices whenever
you create an EFTS Upload File, with the name of the file as the Invoice Number.
When a payment is made on an EFTS Invoice, it is posted to the line in the Invoices Table that
contains the Invoice Number equal to the EFTS Upload filename. If the payment equals the
Invoice Total then all is well. If not, then the Invoice (or Upload File in this case) remains open.
IN ALL CASES HERE, PAYMENTS ON EFTS INVOICES SHOULD ALWAYS EQUAL THE
EFTS TOTAL!
Uploaded Totals and Running Totals are shown at the bottom of this section 2.
344.
In the case shown above, there are two uploads that still need to be marked as Paid. The
Member Monthly Statement from EFTS should be available for at least the first of these, so that
it can be marked as Paid when you get the chance.
3. EFTS Lends Filled but not yet uploaded, from tblLendItems
The third table totaled is the LendItems Table, which holds current Lending activity. Listed here
are Request Numbers of items that have been Filled by you but not yet gathered into an EFTS
Upload file. This list should only contain items from the current month, in most cases, and will
only reflect activity with EFTS Libraries. EFTS Lends Filled but not yet uploaded are
representative of future revenue and are therefore counted here, with the caveat that once the
upload has been performed there may be items rejected (for insufficient funds, etc.).
Not Uploaded Totals and Running Totals are shown at the bottom of this section 3.
In the case above, it would appear that no EFTS Uploads have been performed since July, 2004.
While this is an artificial demonstration, a report like the above would serve as a reminder to do
an EFTS Upload at the earliest opportunity. It’s generally considered bad form to upload items
from more than a year ago, at the outside limit, since the Borrowing Library’s Deposit Account
balance may be blind-sided as a result. There isn’t, however, a rule against it, as far as I know.
4. EFTS Borrows Received but not yet PaidEFTS, from tblBorrowItems
The final table totaled is the BorrowItems Table, which holds completed Borrowing activity.
Listed here are Request Numbers of items that have been marked Received by you but not yet
been marked as PaidEFTS (or paid in any other way). Criteria for inclusion here are:
1. The request has a Status of Received.
2. There is a Charge greater than $0.00
3. The Lending Library is a library that has the EFTS box checked in its QuickDOC.MDB
Library record (and is thus likely to be charged through EFTS).
4. The Received Date is later than the EFTS Activity Report Start Date you indicated in
Local Preferences.
EFTS Borrows Received but not yet PaidEFTS will eventually move into the Borrow Deposits
Table, once they are marked PaidEFTS by you after they are finally reported as charged to you in
the EFTS Monthly Report. Meanwhile, they loom as potential debits and are totaled accordingly.
Unpaid Borrows Totals and Running Totals are shown at the bottom of this section 5. Running
Totals shown at the end of this section are the Final Running Totals and indicate your current
EFTS exposure.
345.
The snapshot above, which indicates that we are deeply in the hole to EFTS, was done before we
did the work to set up our files for an accurate EFTS Activity Report, using the methods described
in Managing EFTS Activity Reports in the EFTS section on on page 157, above.
Before running your first report, see How to set up your initial EFTS Activity Report, on page 56,
above.
.
Lend Reports
The Lend Reports form gives choices for Report Name, Printer to print to (including Print
Preview), Number of Copies to print, and Dates to include. Print Preview is always a good first
choice, to get an idea of how many records will be sent to the printer.
Detailed Lend Report
There are a number of basic Lend side reports included in QuickDOC. The first is the Detailed
Lend Report, which prints item-level information for each request filled during the period
specified. The first line of each Library’s activity includes a list of the Library Groups to which
that Library belongs. The format is as follows:
346.
with appropriate Totals columns at the end.
Detailed Lend Report for One Borrower
Lend Reports for activity with a single Library are available in either the Items Received or the
Lend Item Backfile grids. In most cases you’ll want to use the Backfile grid, since there is no
date setting in Items Received (none of these have been filled, or rejected, after all, and therefore
would not be included in a report of successful activity!). The report will use the Begin and End
Dates set on the grid and will be titled Detailed Lend Report – By Library: (followed by the
Borrower’s LIBID).
If you run the report from the Items Received grid, QuickDOC will use the Default Dates (either
the first of the year or the first of the month six months ago, whichever is longer) as the Begin
Date and Today as the End Date, but since the record you are looking at is, by definition, still not
acted upon, it won’t appear in the resulting Detailed Lend Report – By Library and, in some
cases, the report itself might therefore be empty. If this is the case you’ll see the familiar No
Records To Print message box.
To prepare the report, set the dates in the Lend Item Backfile grid to match those you want in the
Detailed Lend Report – By Library, then click Search. This will populate the grid with all
completed Lend Items during that period.
At that point, find the Library whose activity you want to print out in the Borrower column of the
grid (to sort the list by Borrower, you can left-click the header of the Borrower column---that box
at the top of the column, labeled Borrower---and choose Sort Ascending, to easily find a row
with the appropriate LIBID to report). Click once into that Borrower cell (it will turn light blue, as
shown in the MAUNEP cell below) to expose the hidden Print Library Rpt button at the upper
right:
347.
Click the Print Library Rpt button to print the report to whatever your default printer might be.
This report corresponds to a single library section in the Detailed ILL Report for Loaned Items.
If you get a printer error, or get only the Print Preview screen here, it may be that your default
printer isn’t recognized. Try printing one of the Summary Reports to clear out any printer logjam,
and then re-try this report.
Summary Lend Report
The Summary Lend Report lists total activity with each Borrower during the period in question:
total items and the total amount charged.
348.
Journals Loaned (Summary) Report
The Journals Loaned (Summary) Report lists each Journal Title loaned during the period in
question, along with the number of times it was loaned and the ISSN.
The left hand column is counting the titles as they are printed. At the end of the report is a
general total:
349.
Journals Loaned (Full) Report
The Journals Loaned (Full) Report lists each Journal Title loaned during the period in question,
but also includes a line for each item, including the Borrowing Library, the Year of publication, and
the ISSN.
This report can be fairly lengthy, with a line for each item loaned. The individual numbers in the
second column (# Loaned) provide the subtotal for each Journal during the printout. This report
also includes a total at the end of the report:
350.
Compute Totals (Lending) Report
The Compute Totals (Lending) Report provides a quick snapshot of Lending activity in various
categories, such as Item Source, Delivery Method, Type of Item, etc. . It gives the percentage
of items on each Source that were delivered electronically, and also calculates percentages of
activity during the period sepcified, and computes an Average Charge per Item for that period.
The report also gives a subtotal within each Source if any of those items were monographs,
journals, e-journals or audio-visuals. A typical first page would look like this:
351.
The first page of Compute Totals (Lending) also shows a report of the methods of Billing
information for the period, and amounts billed to Libraries (or to be billed), with categories for
EFTS, IFM. Invoice, Deposit Acct, Other, Not Yet Billed and Free.
This can be a quick way to check the amounts you receive (or should receive) from various Billing
methods.
In addition, the Lend report also lists Rejection Reasons for those items that were not filled,
along with the percentage of all rejections the listed Reason represented.
These can be useful for Collection Development reports and planning.
Library Group Report – By Del Method (Lending)
The Library Group Report – By Delivery Method (Lending) is found on the second page of the
Compute Totals (Lending) Report, at the top. It provides a breakdown of activity on the Lend side
by Library Group of the Borrowing Library. Since a single Library may belong to more than one
Group, the Totals here may not match the total number of loaned items for the period. The report
breaks activity down by Delivery Method and gives the percentage of items filled for each Library
Group that were delivered electronically, as well as the percentage of activity with each Library
Group within all Groups.
352.
If there are loans to Libraries that have not been assigned to a Library Group, the number of
those items is listed at the end of the report.
Library Group Report - By Source (Lending)
The Library Group Report – By Source (Lending) is found at the bottom of the second page
(or later) of the Compute Totals (Lending) Report. It provides a breakdown of activity on the
Lend side by Source and Library Group of the Borrowing Library. Since a single Library may
belong to more than one Group, the Totals here may not match the total number of loaned items
for the period. The report breaks Group activity out by Source used, including: DOCLINE, OCLC,
RLIN, Phone, Fax, Mail and Other. Item payment methods (broken out by EFTS, IFM and nonElectronic methods---typically, Invoices, Coupons, Deposit Accounts, Credits, etc.) are also listed
by Group.
Library Invoices
You can also print Invoices from the Reports Menu, although most will use the Billing, EFTS
Menu for this.
353.
List of Invoices Outstanding Report
This is also available on the Reports, Loaned Items Menu, as well as the Billing, EFTS Menu.
This report includes all invoices generated during the period specified that have not been paid, or
have received only partial payment. The list has the following format:
This list can be used to reprint a second notice for selected invoices. A more automated process
for generating second notices is still planned for some time in the future.
Reports after Imports
QuickDOC produces various reports after importing data, primarily after QDPortal Imports or Old
QD Data (DOS Ver) Imports.
Reports at the end of the QDPortal Import Session
QuickDOC has always produced various reports after importing data saved in QDPortal, to log
new Patrons created, new Libraries, problems with updates, etc. In all cases the Messages will
use Open as the default action for all the Import reports. Using Open provides a consistency
for all situations where the program wants to give an alert that some action has been taken (or
not taken) that the user should know about. It also provides a chance to edit, print or even
discard all the notification data if the user decides it’s not needed as a printout. This last function
provides an easy way to clear out a log file without having to use Windows Explorer or some
other method to locate and delete it.
All Message Boxes announcing these alerts have the following format (Note: in current versions,
the NewLibNt.txt file is located in the QDLoan folder just beneath the database location):
354.
In this case, the note is that a new library (or libraries) has been added. Generally you will want
to print a notice to have on hand as a reminder to edit the new Library record, so that you can
assign Library Groups, contact information, etc. In particular, for Libraries created during a
Borrow transaction, QuickDOC won’t be able to automatically fill in Address information. In
general, for these cases you will see only the word City to indicate that it needs to be looked up
(state will be there, since it can be inferred from the LIBID).
Managing the QDPortal Import Log Files
After editing, and printing, you can clear out the NewLibNt file (or any of the log files) for the
next new library notice by using the following method:
1.
Right-click any white space in the document window and choose Select All.
2.
This will cause the entire document to be selected.
355.
3.
Press the Delete key to delete the chosen text, then click File and Exit from the
Notepad File Menu.
356.
4.
Click Yes to save the blank document. If your version of Notepad won’t permit saving
a blank document, just press Enter once on the first line to give the program
something to save.
Access to Import Log Reports from the Utilities Menu
In addition to the access to reports given at the end of the import session, QuickDOC also
includes choices under the Utilities Menu for Borrow Log Files and Loan Log Files. These
provide an alternate method for viewing, editing and printing Import Log Files. The Utilities
Menu appears as follows:
Borrow Import Log Files
The Borrow Log Files choice displays an Open Dialog with any existing Borrow Log files listed.
Borrow Log Files are located in the QDBorrow folder under the folder where the
QuickDOC.MDB database resides (e.g., DB\QDBorrow\LDUpFail.txt). (These files used to be
saved to C:\QDBorrow in earlier versions of QuickDOC.) They may include the following:
LDUpFail.log
NoLDSave.txt
NoLDXUpd.txt
NoSave.txt
PatronNt.txt
Following is an example of how this method can be used with the PatronNt.txt file, which is a list
of all new Patrons created in the Import process. First, clicking the Borrow Log Files choice on
the Utilities menu shows the Open Dialog with any existing log files (Note: in current versions, the
PatronNt.txt file is located in the QDBorrow folder just beneath the database location):
357.
Select the PatronNt.txt file by clicking on it and then clicking the Open button. The file is then
displayed in the document window (not Notepad, but similar in behavior) for editing, printing, etc.
When you’re finished editing, use the File Menu choice in QuickDOC to take action on the file,
including Close File, Delete File or Print File. You’ll also see the Save File choice enabled if
indeed there have been any changes.
358.
Patrons Created Log File
This is the most voluminous of the QDPortal Import Reports, at least during an initial import
where data has been saved in QDPortal for some time before QuickDOC has been installed. It is
a report of ALL NEW PATRONS CREATED DURING THIS IMPORT SESSION.
Whether the Patron appears problematic or not, an entry is made in the PatronNt.txt file (located
in the QDBorrow folder under the database folder) of the Patron’s creation. A note is also made if
the Patron imported from the DOCLINE Request isn’t identified by a Patron Number (the number
in brackets that has identified the Patron Record in both the old DOS QD and the new QD4Win),
which usually appears at the end of the Patron Name field in the format: [1234].
In most cases, these New Patrons will have been properly assigned as to Last Name, First
Name, etc., but this report is to permit the editing of those whose newly made records are not
accurate. After each QDPortal session where a Patron was created, you’ll be asked whether you
want to print this report now or save for later.
For normal QDPortal Imports, where there will be only a few new Patrons, just choose Print from
the File Menu in Notepad (or from the QuickDOC File Menu if you’ve opened the file under
Borrow Log Files on the Utilities Menu). For any larger import, where you think you might need to
spend some time checking that Patrons were properly assigned, don’t print the file. Save it until
later, when you can edit it and use it to guide you in fixing anything that needs to be fixed in the
Patrons Table.
The file PatronNt.txt looks like this in Notepad (see above for the QuickDOC display):
359.
The best way to work with a long file is to inspect it, deleting those entries that are obviously
correct, leaving only those that deserve further exploration. In the case above, the Plummer entry
seems okay, so you can delete those three lines (plus the space before the next line). Same with
all the other lines visible, above, except for the Yelick line.
This line tells you that there are more than one Yelicks in the database, and that the Import
process has chosen this one (Yelick, P) as the most appropriate. In this case, the guess is
obviously correct, but it’s still a notice that you might want to check the OTHER Yelick, to see
whether its items should be joined with those for this Patron.
Once the file is cleaned up, print a copy, then either use the Select All and Delete method in
Notepad, or use the Delete choice on the File Menu in QuickDOC, to discard that list and be
ready for the next new Patron created.
Other Borrow QDPortal Log Files.
LDUpFail.log This is an audit file to check for reasons why the update to a Loansome Doc
Record didn’t succeed.
NoLDSave.txt This is an audit file to check for reasons why a Loansome Doc Receipt couldn’t
be added to the tblBorrowItems Table in the QuickDOC.MDB Database.
NoLDXUpd.txt This report lists Loansome Doc Updates saved in QDPortal that didn’t find a
record in the database to update. Print this out periodically and delete it. The report can then be
used, if necessary, to add the item to the database, assuming the bibliographic data is available,
but anything not filled can be ignored. Oftentimes, the record is there now, but wasn’t in the db at
the time of the update, and can be manually updated from the report.
NoSave.txt
This is an audit file to check for reasons why a Borrow couldn’t be added to the
tblBorrowItems Table in the QuickDOC.MDB Database.
360.
Loan Import Log Files
The Loan Log Files choice displays an Open Dialog with any existing Loan Log files listed. Loan
Log Files are located in the QDLoan folder (e.g., DB\QDLoan\NewLibNt.txt) beneath the folder
where the QuickDOC.MDB database is located (these files used to be saved to C:\QDLoan in
earlier versions of QuickDOC) and may include the following:
NewLibNt.txt
NoSave.txt
NoUpdt.txt
OrphUpdt.txt
UpdtFail.log
Libraries Created Log File (NewLibNt.txt)
QDPortal will report all instances where a Library was created during the Import Session. This is
to alert you to the creation and give you a chance to edit that Library immediately, to be sure that
it reflects the Charge Profile, Groups affiliation, and other values that it should reflect.
Whenever a Library record is created, in either Receipts or Borrows, an entry is made in the
NewLibNt.txt file of the Library creation. When the import session is complete, if a new Library
record has been created during that session, you’ll see a Message Box with the following
message (Note: in current versions, the NewLibNt.txt file is located in the QDLoan folder just
beneath the database location):
If you click Yes, Notepad will open with the Libraries that have been added listed:
You can print a copy of this in Notepad, to use when editing the new Library records. Once
you’ve printed the list, either delete the file DBLocation\QDLoan\NewLibNt.txt or delete all its
361.
contents while in Notepad (using the Select All method described above); otherwise any new
Libraries will be added onto the end of this list and the file will continue to grow.
Other short reports that may appear in the DBLocation\QDLoan folder include:
Other Lend QDPortal Log Files.
Methods of dealing with the last three of these four files are similar to the log files for the Borrow
versions enumerated above:
NoSave.txt
This is an audit file to check for reasons why a Receipt (DOCLINE Lend) couldn’t
be added to the tblLendtems Table in the QuickDOC.MDB Database.
NoUpdt.txt
This is an audit file to check for reasons why the update to a DOCLINE Lend
Record didn’t succeed. It should reflect a reason for the inability to update the item to Filled, Not
Filled, etc.
OrphUpdt.txt This is the Orphan Update File, which contains copies of all DOCLINE Lend
Updates that were unable to perform a successful update in the database. This file has its own
entry on the Utilities Menu, so that it can be inspected, printed, and run through for reprocessing,
if necessary. See the Help Index entry under OrphUpdt.txt for more information.
UpdtFail.log This is an audit file to check for reasons why the Lend Update imported from
DOCLINE was unable to update a Receipt record that should have been found in the
tblLendItems Table in the QuickDOC.MDB Database (typically, because the original Receipt
record isn’t there).
Old QD Data (DOS Ver) Reports
Libraries
As it's working, the import process produces a Report of Libraries Imported From Old QD, so
you can double-check its decisions and, if necessary, correct them. The report has this format:
Monday, December 18, 2000
Report of Libraries Imported From Old QD - MAUBET
Added Old QD Library WYETH-AYERST RESEARCH (S-101)
Old Code: ACY
To New DOCUSER Record: NYUACY; Wyeth Ayerst Research (S-101)
Added Old QD Library ADDISON GILBERT HOSPITAL
Old Code: ADD
To Closest DOCUSER Match: MAUAGG; Addison Gilbert Hospital
Added Old QD Library US AGENCY FOR INTERNAT'L DEVELOP.
Old Code: AID
To a Made-Up DOCUSER Value. New Value: DCUAID; Us Agency For Internat'l Develop.
Added Old QD Library AMERICAN MEDICAL ASSOCIATION
Old Code: AMA
To Closest DOCUSER Match: ILUAMA; American Medical Association
Added Old QD Library AMESBURY HOSPITAL/ATTN: ADMINISTRA
Old Code: AME
To a Made-Up DOCUSER Value. New Value: XXXAME; Amesbury Hospital/Attn: Administra
Added Old QD Library COLLEGE OF PHYSICIANS AND SURGEONS
Old Code: BCP
To New DOCUSER Record: BCCBCP; College Of Physicians And Surgeons Of British Colu
Added Old QD Library CORNELL UNIV MED COLLEGE/SAMUEL WO
Old Code: BYC
To New DOCUSER Record: NYUCOR; Weill Medical College of Cornell University
In the report above:
1. The first item reports what is no doubt a correct transfer. The old code was ACY and
the new is NYUACY. The old Institution name (in CAPS on the first line) matches the
new name as retrieved from the DOCUSER file.
362.
2. The second item shows a case where the code in old QD doesn't match that found in
the new, but there's a close enough match to suggest the correct entry, so the new
record MAUAGG is assigned.
3. The third item wasn't found in DOCUSER, so a new LIBID is invented, using the
State/Province captured from old QD. No other DCUAID exists, so that value is
assigned.
4. The fourth item found a likely match for AMA.
5. The fifth was for a Library in old QD with no address information. Since we can't tell
which state or province this library is in, and we don't have an old LIBID (in the 12345A
format---it's probably one of those 00000A Libraries), the only place to go is XXX plus
the old code.
6. The sixth found the correct Canadian library (the old record no doubt had the correct old
LIBID).
Finally, the last item might suggest a check. The old Cornell was filed under BYC, but it had a
real LIBID (10021A), which was successfully looked up in the new DOCUSER file. This produced
the hit on new LIBID NYUCOR. But the two names are sufficiently different that it might be wise
to double-check before accepting this choice uncritically, just in case the old LIBID was entered
incorrectly (although I think that this one was okay, but haven't had time to check!). This file will
be located in your QuickDOC Program folder under the name of LibrImp.txt.
Loans
As it's working, the import process produces a Report of Loans Imported From Old QD, so you
can double-check its decisions and, if necessary, correct them. The report has this format:
Wednesday, December 20, 2000
Report of Loans Imported From Old QD - MAUBET
More than one match was found while searching ISSN for NATURE.
Chosen Title: Nature.
ISSN: 0028-0836
Could not find Library for old Request Number LOW-9711204187 in file.
Filed instead with Orphan Borrower XXXNOT.
This report captures 2 situations:
1. If there was more than one match on a journal title, it lets you know, and
2. If it can't find an old Borrower in the new file it assigns it to a default value of XXXNOT.
You can reassign these later, after creating the Borrower record. This file will be located in your
QuickDOC Program folder under the name of LoanImp.txt.
Borrows
As it's working, the import process produces a Report of Borrows Imported From Old QD, so
you can double-check its decisions and, if necessary, correct them. The report has this format:
363.
Use this to check for Journal Matches in the new QuickDOC.MDB database. If the ISSN and
Journal seem wrong, you have the request number to use to re-assign it properly. This file will be
located in your QuickDOC Program folder under the name of BorrImp.txt.
Imports and Exports
Imported Data
QuickDOC can import DOCLINE activity as it occurs, or in batch format from saved files. As the
data is saved to the database, copies of the captured DOCLINE pages are also saved as backup
information.
Batch Import from C:\QDBorrow and C:\QDLoan folders
Even though versions after 2.2.0 import DOCLINE activity directly into the QuickDOC.MDB
database, there will still be checks on the C:\QDBorrow and C:\QDLoan folders, both for
backward compatibility and to permit the importing of previously saved or unsaved data. Any file
with the traditional file import names (including the backup yyyyBDat.txt or yyyyLDat.txt
filenames) will be run through the parsing process in the same way it was in the old QDPortal
two-step process. If there are files to be imported in this fashion, the appropriate choice on the
File, Import Menu will be enabled:
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In the case above, there are files in the C:\QDBorrow folder that are ready to be added to the
database.
Backups of import data are located centrally.
With QDPortal, where DOCLINE capture files were saved to the C:\QDBorrow and C:\QDLoan
folders, once the files were parsed and imported into the database, backups of the raw data were
saved in folders named BackImp under each of these primary folders. Beginning with version
2.2, these backup files are moved to a position just beneath the folder where the QuickDOC.MDB
database resides. In fact, new QDBorrow and QDLoan folders are also created there, with their
respective BackImp folders just beneath. This method aggregates all backups of the raw data to
a single location, so that libraries with more than one workstation running QuickDOC will know
precisely where to look for backup or audit information.
In a situation where the database is located at S:\Medical Library\QuickDOC\QuickDOC.MDB,
the backups of DOCLINE saved data for Borrows will be at:
S:\Medical Library\QuickDOC\QDBorrow\BackImp.
And the backups of DOCLINE saved data for Loans will be at:
S:\Medical Library\QuickDOC\QDLoan\BackImp.
Because these text files are centrally located, and assuming that the QuickDOC.MDB database is
on a server, they will also be backed up regularly, along with the database. If your
QuickDOC.MDB database is located on the C: drive, you can decide on your own whether you
want to back up these raw data files or just rely on the database backup.
If these backup files are shared by more than one machine, there is now the possibility, at least,
that two users may want to have a single backup file open at the same time. Unlike the
QuickDOC.MDB database file, which permits multiple user access, these text files can
accommodate only one user at a time. If User B tries to open a BackImp file that User A is
currently writing to, the following message box will appear:
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Permission denied indicates that the file is open in another process (or that it’s marked Read
Only, or that the users doesn’t have the proper rights in this folder, but that shouldn’t be the case
here), so the write operation cannot proceed. In the case of these BackImp text files, unless the
other machine is processing a very long import file, the time it needs to keep the file open should
be fairly short. Clicking the Retry button after a brief pause should do the trick.
In cases where a Retry or two doesn’t change the above message, there may be something else
going on that requires some action. Either there is another machine running a long import, or
there may be something wrong with the BackImp file. Clicking Cancel, above, will display the
following message:
The original file is not deleted but is saved in the C:\QDBorrow or C:\QDLoan folder of the
machine that received the message. Once the appropriate action is taken regarding the backup
file, just click File, Import, and either QDPortal Borrow Items or QDPortal Lend Items, as
appropriate. Alternatively, you can print out the file from the C:\QDBorrow or C:\QDLoan folder to
see what it contains.
Because the time the programs needs to keep these shared files open is brief, you should not
see these contentions very often, and even when you do, Retry should allow you to proceed
forthwith.
In addition to the alternate QDPortal Import methods, there are three other import choices:
External QuickDOC Data
Old QDLend Tables
Old QD Data (DOS Version)
External QuickDOC.MDB Files
This choice is for importing data held in QuickDOC.MDB files other than your central
database file. Particularly in cases where QuickDOC was first loaded on one computer (and the
QDPortal Import data was transferred to the database stipulated by that installation) and then the
database location was changed (either manually or by choice on another computer on the same
network), there may still be unrecorded QDPortal captured items at the original database location
that were never transferred to the central location (this should no longer happen, so long as the
new location is chosen within QuickDOC, but who can ever be sure?).
366.
Use this choice to check whether any QuickDOC.MDB files that are currently sitting on C:
drives on any machines in your network have any items captured via QDPortal that are not
currently residing in your central database.
Updates to QuickDOC also include an Update Database under the name of QDUpd.MDB, also
located in the Program folder, which contains new data structures and data to be added to the
central QuickDOC.MDB database when a new version is first run and the central database has
not yet been upgraded (if you have more than one machine upgrading, then this activity will only
occur during the first machine's update; other machines will find that the DB matches the version
they're upgrading to, so no activity is necessary).
Upgrade All QuickDOC Machines at the Same Time. BTW, if you upgrade one machine on a
network to the latest QuickDOC update, and that update includes a database upgrade (typically
including new Fields, perhaps new Tables, and sometimes new data for Lookup Tables), upgrade
any other machines on the same network (those running QuickDOC and QDPortal, of course) at
that time as well. While most QuickDOC updates have not changed the database structure, and
those that have changed the DB were done with an eye toward accommodating access from
lesser QuickDOC versions, it's always safer to upgrade all machines using QuickDOC at the
same time. Downloading the Install file (either Web-Install or Complete) to a local shared drive
and then running the Install on that file from each machine using QuickDOC will prevent any
missed communication.
If you suspect that you have a QuickDOC.MDB file sitting somewhere on your C: Drive that has
data not currently saved in your central database, you can import it here.
This utility will examine any QuickDOC.MDB file and, if it has data that doesn't exist in the central
database, import those unique records, from any of the QuickDOC Tables, into the DB. You can
select a DB to import as many times as you like: only NEW records will be imported to the central
database.
If you want to use this method to import data from another Access 2000 type database, it must
have the structure that is expected in a QuickDOC.MDB database. If you have a database
named OtherDB.MDB---and it's in a proper QuickDOC.MDB structure---you must first copy this
file (OtherDB.MDB) to filename QuickDOC.MDB in a folder different from that of the REAL
QuickDOC.MDB, and then choose to import External QuickDOC Data from that file
(QuickDOC.MDB, in the new location).
At this time, there's no provision for importing data from other data repositories (though this may
change as time goes on).
Importing External QuickDOC Data uses the same form as is used to find and locate the current
database. In this case, though, choose the QuickDOC.MDB file to import, rather than choosing
the folder in which to locate the database. Steps are as follows:
1.
Start up QuickDOC, and click 'File' and 'Import' from the Menu bar.
2.
Choose 'External QuickDOC Data' to get to the Database Operations form.
3.
Use the Directory list box to navigate to the Backup folder underneath QuickDOC. You
should see "FOUND ONE HERE" with the file stats and the 'Import Data' button will be
enabled.
4.
Click the Import Data button and any records in this db that are not in the current db
will be added. In addition, the old db will be marked as "MOVED" so that, if you check
again in the future you'll get a message that the data was moved.
367.
Since all records are checked first before being imported into QuickDOC.MDB, trying to import
from a file that has already been imported does no harm. Nevertheless, it makes no sense to try
importing files over and over again, so that files---once imported---are then marked "MOVED" and
any subsequent attempts to import them pop up a Message Box with that information.
One final note regarding moving the QuickDOC.MDB:
ALWAYS USE THE MENU BAR 'Setup' and 'Locate QuickDOC.MDB' PROCEDURE
TO MOVE THE DB! NEVER JUST COPY OR MOVE THE FILE ON ITS OWN,
OUTSIDE OF THE PROGRAM.
While you will probably be able to recover if you do this (by finding it again under Setup, etc.), it's
always safer to make the move within the program.
Old QDLend Tables
This choice is for importing data held in QDLend.MDB files not automatically imported when
the initial transfer from QDLend (the interim Lend program) to QuickDOC was made.
In particular, there have been cases where Library records were not fully transferred, for
some reason, during the initial import. Because Library records to match the Codes are
necessary to maintain relationships in the database, the import process creates records anyway,
using the LIBID to mark the record, for any Library where the import failed to create the record.
The result is a list of imported QDLend Libraries that look like this:
ABCABCInstitution
ABCDEFInstitution, etc.
Using this import choice will re-create those Library records using the correct data from
QDLend.MDB.
The process is the same as with the External QuickDOC.MDB databases, above, except that it
will be looking for a QDLend.MDB, and the process should be much quicker, since the
QDLend.MDB database was much smaller and had fewer database relationships than does
QuickDOC.MDB.
368.
Old QD Data (DOS Ver)
Use this to import data from the old DOS Version of QuickDOC, which was used with DOCLINE
up until July 17, 2000.
The first time you choose to import data from Old QD, the program will need to be directed
to the folder in which the old QD files reside (after the first time, it'll remember where to look).
Use the typical file and directory search boxes to find the directory you're looking for. When you
get there you'll see a list of old QD files appear in the File List Box, as shown below.
In order for QD4Win to be aware that the folder you navigate to has true old QD files, it looks first
for two files which were in all old QD directories: QDCOMMS and SETLIBID. If it finds those, then
it knows that any DOCDATA (Libraries) or BACKLOAN (Lends) files are correct ones. If the
folder you're trying to import from doesn't have these two files, then you need to copy
them over as well as the back files, themselves
Import Libraries from DOS Version
For your initial import, first Import Libraries from old QD by checking the Libraries Check Box
and clicking the Import Now button. It's necessary to get the Libraries first, so that when you
import the Lend data from old QD it will have Library (Borrower) records to refer to (otherwise,
any record where the Borrower is not found will be assigned to a catch-all XXXNOT Library
record, and there'll be much cleaning up to do).
The Import Libraries routine tries to match the old QD Values with current DOCUSER
values first by searching under the old LIBID. If the old LIBID was made up (such as one of
those 00000A values), it next tries searching for a likely match under Institution Name and
State/Province. If no likely match occurs there, it next checks to be sure that there's no new
DOCUSER record that has the same State-Country-Code combination and---if it looks clear--assigns the record that code. If that code might be problematic, the final choice is to use XXX
plus the old 3-letter code, assuming it hasn't already been assigned to someone else.
As it's working, the import process produces a Report of Libraries Imported From Old QD, so
you can double-check its decisions and, if necessary, correct them. The report has this format:
Monday, December 18, 2000
Report of Libraries Imported From Old QD - MAUBET
Added Old QD Library WYETH-AYERST RESEARCH (S-101)
Old Code: ACY
To New DOCUSER Record: NYUACY; Wyeth Ayerst Research (S-101)
Added Old QD Library ADDISON GILBERT HOSPITAL
Old Code: ADD
To Closest DOCUSER Match: MAUAGG; Addison Gilbert Hospital
Added Old QD Library US AGENCY FOR INTERNAT'L DEVELOP.
Old Code: AID
To a Made-Up DOCUSER Value. New Value: DCUAID; Us Agency For Internat'l Develop.
Added Old QD Library AMERICAN MEDICAL ASSOCIATION
Old Code: AMA
To Closest DOCUSER Match: ILUAMA; American Medical Association
Added Old QD Library AMESBURY HOSPITAL/ATTN: ADMINISTRA
Old Code: AME
To a Made-Up DOCUSER Value. New Value: XXXAME; Amesbury Hospital/Attn: Administra
369.
Added Old QD Library COLLEGE OF PHYSICIANS AND SURGEONS
Old Code: BCP
To New DOCUSER Record: BCCBCP; College Of Physicians And Surgeons Of British Colu
Added Old QD Library CORNELL UNIV MED COLLEGE/SAMUEL WO
Old Code: BYC
To New DOCUSER Record: NYUCOR; Weill Medical College of Cornell University
In the report above:
2. The first item reports what is no doubt a correct transfer. The old code was ACY and
the new is NYUACY. The old Institution name (in CAPS on the first line) matches the
new name as retrieved from the DOCUSER file.
2. The second item shows a case where the code in old QD doesn't match that found in
the new, but there's a close enough match to suggest the correct entry, so the new
record MAUAGG is assigned.
3. The third item wasn't found in DOCUSER, so a new LIBID is invented, using the
State/Province captured from old QD. No other DCUAID exists, so that value is
assigned.
4. The fourth item found a likely match for AMA.
5. The fifth was for a Library in old QD with no address information. Since we can't tell
which state or province this library is in, and we don't have an old LIBID (in the 12345A
format---it's probably one of those 00000A Libraries), the only place to go is XXX plus
the old code.
7. The sixth found the correct Canadian library (the old record no doubt had the correct old
LIBID).
Finally, the last item might suggest a check. The old Cornell was filed under BYC, but it had a
real LIBID (10021A), which was successfully looked up in the new DOCUSER file. This produced
the hit on new LIBID NYUCOR. But the two names are sufficiently different that it might be wise
to double-check before accepting this choice uncritically, just in case the old LIBID was entered
incorrectly (although I think that this one was okay, but haven't had time to check!).
Import Loans
Import Items Loaned uses a similar approach to import Libraries. Check the Items Loaned box
and click "Import Now" to begin.
[One hint re: Reducing the number of items to be imported from old QD. If you don't want to
get ALL the items in your old QD BACKLOAN file, use the Date box to restrict the dates imported
to some later date. The default will be January 1, 2000, but you can change it as necessary. This
will speed up the import process.]
370.
Progress of the import shows in both the yellow comment box and on the Progress Bar at the
bottom of the screen:
In the case above, the last record imported was a Monograph; 1253 items have been imported
(out of 1396 in the file); and the Libraries and Loans have been imported previously (in most
cases you'll only import Loans once, unless you have archived files from old QD you want to add.
Wednesday, December 20, 2000
Report of Loans Imported From Old QD - MAUBET
More than one match was found while searching ISSN for NATURE.
Chosen Title: Nature.
ISSN: 0028-0836
Could not find Library for old Request Number LOW-9711204187 in file.
371.
Filed instead with Orphan Borrower XXXNOT.
The report of Loans Imported from Old QD captures 2 situations: 1., if there was more than
one match on a journal title, it lets you know, and 2., if it can't find an old Borrower in the new file
it assigns it to a default value of XXXNOT. You can reassign these later, after creating the
Borrower record.
Batch-Importing older Requests
QuickDOC always keeps backup copies of DOCLINE Receipts and Borrows, as well as
backup Loansome Doc Receipts and backup updates for Receipts and LDX (Loansome Doc)
Borrows filled at home.
These files are stored just beneath wherever the QuickDOC.MDB database is located, so that
any machine using that database can access them.
If, for some reason, you find that there are batches of records missing from your database, and
you can’t find them in some other QuickDOC.MDB database located either on your C: drive or on
some nearby network drive, you may be able to re-import these DOCLINE records from the
BackImp backup folders. These folders will be just beneath the directory where your
QuickDOC.MDB database is located (and we’ll use the phrase \QUICKDOCDB\ to refer to the
path chosen, so that it can substitute for any of the following):
Database on the C: drive, in the same folder as the QuickDOC Program (only if you need to):
C:\Program Files\QuickDOC
Database on the C: drive, in some other folder from the QuickDOC Program (hard to justify):
C:\Wherever
Database on the network, where the other files will be located as well (best choice):
S:\\Wherever
Or:
H:\Wherever
(another network---perhaps the Library Home Folder---choice)
In each of these cases there will be a QDBorrow and QDLoan folder just under the database
folder, wherever that database folder might be located (and if you move that database folder,
these subfolders will try to follow, but not all files may be relocated, because of dates and
filenames, if the operating system resists that relocation).
Just beneath the QDBorrow and QDLoan folders, beneath wherever the QuickDOC.MDB
database is located, you will find the BackImp folders.
The BackImp folders hold the complete downloaded files from DOCLINE during that year! It’s a
terrific audit tool for both Borrows and Loans, to check whether a Borrow or Lend item was
saved or updated. You can track Borrows and Loansome Doc Receipts, along with Cancels, in
the \QUICKDOCDB\QDBorrow\BackImp folder and Library Lend Receipts (and DOCLINE
Updates) in much the same way in the \QUICKDOCDB\QDLoan\BackImp folder as by checking
what’s saved in that BackImp Import file for that period.
These files can also be used to re-import items that have previously been saved on DOCLINE but
not yet been adduced into the database (or have been lost, for some reason).
Here are the steps to re-import BackImp files (using the year 2006 as an example):
1. In Windows Explorer, find the appropriate \QUICKDOCDB\ folder, as described above. Just
beneath this folder you should find (for Borrow imports) a folder called QDBorrow, and
underneath that a folder called BackImp. In BackImp look for a file called 2006BDat.txt; it will
probably be fairly large.
372.
2. Open up 2006BDat.txt and scroll down to the end. You'll see the dates at the beginning of
each saved request. When you get down to Sep 25th or so (or whatever might be the actual
cutoff date), select the rest of the records by holding down the Shift key and Paging Down to the
end of the file. When all are selected, right-click the dark mass and choose Copy. You can close
that 2006BDat.txt file after copying.
3. Still in Windows Explorer, move up to the C:\QDBorrow folder. See if there's already a file
called QDPBData.txt in there. If there is, open it, scroll to the end, and paste in the saved part of
2006BDat.txt.
If there isn't, click File, New, Text File on the Menu Bar, and create the new text file named
QDPBData.txt. Open it up and paste in the saved text.
[The Borrow BackImp folder also contains backups of Loansome Doc Receipts, in the filename
2006LDX.txt. Copy a selection of these up to C:\QDBorrow\QDPPLX.txt to perform the same reimport function for Loansome Docs.]
4. For Lends, the process is the same, except that we’re looking for a QDLoan\BackImp folder
under the QUICKDOCDB\ folder. In this folder look for the file 2006LDat.txt, along with its
partner, the backup of Lend Update actions, which is in the file 2006LUpd.txt.
If you need to, you can use the copy and paste method above to move sections of these files to:
2006LDat.txt ---> C:\QDLoan\QDPLData.txt
2006LUpd.txt ---> C:\QDLoan\LendUpdt.txt
5. Once these files are made, just open up QD and click the Import button. This will add them to
the database. Because the two Lend Import files contain the action taken as well as the initial
data, they can update themselves.
6. For re-imported Borrows, however, you'll have to mark those Borrows as Received (or Not
Filled, as appropriate) because they'll all come in as Outstanding. If you have paperwork, you
can change the Received Date to the correct date, or you can just check them in, but be aware
that they'll get counted in the month shown in the Rec'd Date, so just checking them in will count
them all as received today, which is not what you probably want.
.
------------------------------------------------------------
OCLC Import Function
Version 2.1.8 included the ability to import items from the OCLC end-of-month reports for both
Borrows and Lends. Because we don’t have the same control over the format of fields as we
enjoy in DOCLINE requests (where NLM controls the format), we have additional responsibilities
in the OCLC Import function. In order to use the OCLC Import feature, you must:
1. Be a user of OCLC and receive reports in the Excel format;
2. Have Microsoft Excel installed on the machine on which you’re doing the Import;
3. Save the Excel file(s) to the Import folder, located just beneath wherever your
QuickDOC.MDB database is located (usually on a shared drive or just beneath the
QuickDOC Program folder on the C: drive if you’re using just one machine to run
QuickDOC).
373.
4. Be prepared to choose new OCLC Libraries from a list (or to create them using a
specific format for OCLC-only libraries) during import. Once a library is created, or an
OCLC symbol is assigned to an existing library, then the OCLC Import function won’t
need to stop again the next time that library is encountered.
5. Be prepared to choose the OCLC Patron Name from a list if the Last Name, First Name
on the OCLC item doesn’t match that in the Patrons Table. Also try to use the same
Dept abbreviation on OCLC that you use in QuickDOC, since that also improves the odds
of getting an accurate match on the Patron without your having to choose from the list
each time.
6. Be prepared to do a brief inspection after each import to catch any anomalies that might
occur. In particular, you will want to check:
a. The Title field, to be sure that it contains a Journal (or Monograph) Title.
Occasionally, libraries seem to leave this field blank, assuming that you’ll identify
the title from other fields, or else it’s skipped in the report for some other reason--look for Titles with (None) in the cell after import;
b. The Article Author and Article Title fields are both contained in the OCLC
Article (Citation) field, separated by a colon, a single quote, or some other
character. If we can standardize on the colon as our separator for Borrows, and
encourage those who borrow from us to do the same, it will make parsing this
field much more accurate, but in the end we can’t entirely control the format used
by other libraries;
c.
QuickDOC Import will use the OCLC Ship Via column to infer Delivery Method,
but since there is no equivalent column for Lends, it will use a default, which may
need to be edited if the actual Delivery Method is different from the default;
d. The Number of Pages field kept for Borrows, which may be used for Copyright
Clearance Center payments; QuickDOC computes this automatically from the
Pages part of the citation, be sure to use the normative 223-33 or 223-233 when
creating your Borrow requests (as opposed to 223-EOA or similar shortcuts).
OCLC Resource Sharing Reports
QuickDOC uses the OCLC end-of-month Resource Sharing Reports, released a week or so
after the end of each month in Excel format, to do the data import. While there are a variety of
reports in the OCLC system, only two are supported for importing purposes.
Lender Resource Sharing Stats Report
On the Lend side, we use the OCLC Lender Resource Sharing Stats Report, which begins as
shown below:
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QuickDOC Import inspects the column headers (Borrower Symbol, Borrower Full Name, etc.)
to be sure we’re getting the correct resource-sharing report and will raise an objection if the
columns aren’t what it expects them to be:
Borrower Resource Sharing Stats Report
On the Borrow side, we use the OCLC Borrower Resource Sharing Stats Report, which begins
as shown below:
As with the Lender Imports, QuickDOC inspects the column headers (Lender Symbol, Lender
Full Name, etc.) to be sure we’re getting the correct resource-sharing report and will raise an
objection if the columns aren’t what it expects them to be.
Machine running the Import must have Excel installed
Because QuickDOC needs to open the Excel file to process the import data, the machine on
which you run the import must have a copy of Microsoft Excel installed on it. No particular
version is required; QuickDOC will use whichever version the computer may be using. If you try
to open an .xls file on a machine where Microsoft Excel isn’t installed, you’ll get an error
message:
This import process can only be run on a machine with Microsoft Excel
installed. Exit and try again on another machine.
Save the OCLC report files to the Import folder
Save the Excel file(s) to the Import folder, which is located just beneath wherever your
QuickDOC.MDB database is located (usually on a shared drive or just beneath the QuickDOC
Program folder on the C: drive if you’re using just one machine to run QuickDOC). Here’s what
the folder will look like in Windows Explorer when the database is located on the S: drive, in a
folder called QuickDOCDB:
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Be sure to name your files precisely, when you’re downloading from OCLC, since you’ll want to
find the correct files when it’s time to do the import.
The defaults you’ll get from OCLC are filenames along the lines of:
ill_borrowerIllManagementStats—ABC—200610.xls (where ABC is your OCLC Symbol).
In saving this file to the QuickDOCDB\Import folder, it’s probably smarter to truncate it to:
ILL_Borrower200610.xls (for Borrows) or,
ILL_Lender200610.xls (for Loans)
just to make the files easier to locate when you’re ready to import.
Performing OCLC Imports
OCLC files are imported under the Import choice of the QuickDOC File Menu:
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Choose OCLC Borrows or OCLC Loans, based on the file you want to import. Either choice will
show you the same group of files (since they’ll all be in the Import folder), but the OCLC Borrows
choice sets up QuickDOC to expect a Borrow File, so a Loan File will fail, and vice versa.
After choosing the correct file to import (such as the Borrow File below), click Open to start the
import.
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Unlike the QDPortal/DOCLINE imports, where we are fairly sure of the format in which requests
will arrive, and where we can create Library and Patron records on the run, if we need to, there’s
no such guarantee for OCLC records. Lend records may come in a variety of formats, and there
will be no Patron Number to give us certainty as to the Patron record. There are some tricks,
however, that we can use to make the import as seamless as possible.
OCLC Lend Imports
OCLC Lend Imports are actually a bit less complicated than Borrows, but there are still situations
to watch out for.
Stop to Select Library Record.
First of all, the Import process will ALWAYS stop if it doesn’t find an OCLC Symbol in the tblLibs
Table of the QuickDOC.MDB database. It will show you three pieces of information:
1. The text of the request so far, in the yellow box in the middle of the form;
2. A suggested OCLC LIBID in a text box at the left; and
3. A list of 7235 DOCLINE Libraries, sorted by Institution.
Once the list of DOCLINE Libraries is displayed, you can use the Scroll Bar to move down the list,
but a better choice is to just start typing the Institution Name (Bellevue Pub Libr, above). As
you can see, by the time we’ve typed ‘belle’ it’s clear that Bellevue Public Library isn’t on the
list. Not too surprising.
Creating an OCLC Library Record.
In the case above, there isn’t a record in the NLM database (though, don’t forget, it was created
back in 2000, so conceivably the Library could have been added in 2001!) for the Bellevue Public
Library. So we’ll want to create one. QuickDOC suggests NEOBLL, which is a composite of the
State (Nebraska, which we know from the file), the letter O (to signal that this is an OCLC Library,
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not like those found in the NLM Institutions List, with U or C or even X---which signifies a library in
a non-Canadian and non-US part of the world---in that spot), plus the OCLC Symbol (BLL).
General rules that QuickDOC uses in creating an OCLC Library Record to match the NLM LIBID
format:
1. Use the State/Province abbreviation as the first two letters;
2. Use O as the third letter, to designate an OCLC Library;
3. Use the last three digits of the library’s OCLC symbol.
In most cases it’s probably smart to assume that, even if you find a close match on the Libraries
List, with no matching OCLC Symbol (by definition, of course: if it had been in the file we wouldn’t
even be looking at the list), and if it’s a fairly large institution, then it could likely be a different
library within that institution than the one listed in DOCLINE (otherwise our initial upload of OCLC
Symbols would have found it).
This isn’t always the case, of course. Here’s the screen that pops up for OCLC symbol COR:
You could go with either one here, I would think. Turns out that Regis College in the list is now
Regis University, so the COURGS LIBID is correct. But it would be hard to fault someone for
choosing the new OCLC version (COOCOR) of the LIBID. There’s a brief discussion below on
more advanced methods for choosing the right library record, but I’m sure that most will choose
the path of least resistance, especially since you can always merge those library records later.
In any case, to select the Library Record COURGS above, double-click that line in the list.
That will bring the COURGS code over to the text box on the left. Then click the Add Library
button to continue on.
To recap: When the Select Library Record list pops up (in either Lend or Borrow), do the
following:
1. Start typing the Institution Name (in the yellow box)
2. If it pans out (i.e., the Institution/Library is on the list):
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a. Double-click that line to move the code over to the Add Library
box;
b. Then click the Add Library button to accept what’s in the box.
3. If not:
a. Just click the Add Library button to accept what’s in the box.
Another example of how you might choose from the list, when the list, itself, or the truncated
OCLC Institution Name, might be less than you’d want:
A lot of this is just local knowledge, so you should feel free to choose what seems best in your
situation. And always know that you can re-map any miscreated records if you need to.
Foreign Library OCLC Records.
Unfortunately, the list of Libraries presented in the Select Library Record list was downloaded
from the NLM DOCUSER database back in 2000, so it’s not very useful to other than US and
Canadian Institutions, with a few exceptions. Nevertheless, it’s a good start, and in the case of
OCLC Libraries, we’re dealing with non-DOCLINE libraries in most cases, so it makes sense to
lean toward creating OCLC-type LIBID standards in most cases.
American OCLC Library Default Structure. These will defer to the NLM Institution record
structure, e.g., the MAUABC LIBID type, except that the U in the third position will be replaced by
an O.
Canadian OCLC Library Default Structure. These will defer to the NLM Institution record
structure, e.g., the ONCABC LIBID type, except that the C in the third position will be replaced by
an O.
European OCLC Library Default Structure. OCLC Libraries with EU in the State/Prov Code
will defer to the NLM Institution structure: e.g., EUXABC LIBID type, except that the X in the third
position will be replaced by an O.
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Beyond that, when records are created for these libraries, both the State/Province and Country
fields will be populated “(None).” You’ll need to edit these later with their proper Provinces and
Countries, or if you only deal with them via IFM then you can wait, but you’ll probably want to
know at one time.
Asian OCLC Library Default Structure. OCLC Libraries with AS in the State/Prov Code will
defer to the NLM Institution structure: e.g., ASXABC LIBID type, except that the X in the third
position will be replaced by an O. Beyond that, when records are created for these libraries, both
the State/Province and Country fields will be populated “(None).” You’ll need to edit these later
with their proper Provinces and Countries, or if you only deal with them via IFM then you can wait.
Final Rules for Constructing Library OCLC Records
Gathering the rules from U.S. Libraries along with those attached to non-US Libraries, we can
finally assign these general rules that QuickDOC uses in creating an OCLC Library Record to
match the NLM LIBID format:
1. Use the State/Province abbreviation as the first two letters;
2. Use O as the third letter to designate an OCLC Library;
a. Or P, maybe, see #3, just below
3. Use the last three digits of the library’s OCLC symbol;
a. Or if the State/Prov + O + the last 3 digits of the OCLC Symbol aren’t unique then
b. Change the O to a P, to create a new record.
Check the Journal Title/Citation Import.
First of all, the Import process will ALWAYS have some defects. The easiest to check is the
Journal Title. (None) is an obvious red flag (although it’s usually correct: the Borrower has not
completed that field---for whatever reason).
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As you can see here, QuickDOC Import has failed to identify the Journal Title, but with fairly good
reason: there wasn’t one in the report. Perhaps it was stored in some other field? In any event,
all you can do here is to check any original documentation and then edit the record appropriately.
Lend Journal Title Not Found (in CAPS)
More likely, as you do your review after importing, you’ll notice that some Journal Titles appear in
CAPS, rather than their usual formats. This makes them very easy to pick out.
Holding the cursor over the Title cell will show the complete entry in a cell tip, as above. Sure
looks like a journal from here. We may need to add it to the tblJrnls Table in QuickDOC.MDB.
First check what’s there. If we’re in the Title cell (which will show an azure background if we are,
as it does above), it will expose a To Jrnls button at the upper right of the grid.
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Clicking the To Jrnls button brings us to the Journal record (although in this case it’s filed as a
monograph, which record, by the way, you can’t change---you can only replace it with another).
To make the change, click Clear Form, then type in Kathmandu in the Title box and click Search.
Nothing. Clear the form again, just to be sure, in preparation for adding this title.
Click the New Title button to prepare for data entry. First we’ll need accurate info on the
Journal, itself. It’s not there in the OCLC Report (the fact that it’s in CAPS means that no ISSN
existed), so try using QDPortal to check the Serials file in DOCLINE. You can open a copy of
QDPortal while QuickDOC waits here, in the background, if QDPortal isn’t already open.
Here’s what we enter into the Serial Holdings Search form:
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The result is we get the info, with NLMUI, ISSN and general dates:
All we need to do now is to enter the data into the Add/Edit Journals form, and save it. Be sure to
use the usual QuickDOC Journal abbreviations when you enter data (like the j instead of journal,
below), both in the Title and Title Abbrev fields. The list will appear on the left as you’re entering
data.
Click Save to add the Journal to the Journals Table. You’ll be brought back to the grid and the
changes will have been made:
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Just click into the next row to save them.
Also check the Review OCLC Import process below for some other suggestions for quality
control.
Delivery Method problem in Lend
Unlike the Borrow side report, which at least has a Ship Via field that we can use for Delivery
Method, the Lend report has no column for Delivery Method. Our solution is to look up the
Preferred Delivery Method in the Library record and use that for each imported record.
Unfortunately, the old default in QuickDOC was always Mail, so your current library records are
probably predominantly set to Mail as Preferred Delivery Method.
In order to make this default more flexible, you can now set it in Local Preferences, on the
General Tab:
It will default the first time to Email (pdf), but you can change it to anything on the list. From that
point on, any new library created will be assigned the default preferred delivery method.
Even with using the library’s preferred method, there’s no reason to believe that this was the way
this request was delivered, so the best practice is probably to edit that field while doing your postimport inspection.
OCLC Lend Import Totals
At the end of each import session, you’ll see a Message Box with the session totals, along with
the First Date and Last Date of the items imported. Note these values to set up your review of
the import.
In the case above, you’d set your Beginning Date to 6/1/2006 and End Date to 7/3/2006 in the
Lend Item Backfile to search requests beginning with OC.
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When you come to check your OCLC Lend Import, you’ll want to set the Lend Item Backfile
Grid as follows (substituting 6/1/2006 – 7/3/2006 for the 1/3/2006 – 2/1/2006 values shown
below):
OCLC Import Report (By OCLC Symbol)
If you record your OCLC Lends by their OCLC Symbol, as opposed to a chronological file, or a
file by OCLC ILL Number (both of which you can easily replicate in the Library Billing Grid), you
may find that it isn’t easy to check your loaned items and payments in the Library Billing Grid,
where the sorts are by LIBID and the OCLC symbol isn’t anywhere visible.
If this is the case in your library, use the OCLC Import Report (By OCLC Symbol) to print out a list
of the imports in your latest batch. Jot down the beginning and end dates displayed in the OCLC
Lend Import Complete Message Box…
… and reserve them for printing the report under Reports, Loaned Items, OCLC Import Report
(By OCLC Symbol).
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The report begins as follows, sorted by OCLC Symbol, with the LIBID (not necessarily the NLM
LIBID) assigned shown, and with a subtotal for each library. You can use this report to reassign
OCLC Symbols to LIBIDs, to check that appropriate libraries are assigned to appropriate codes,
to check that Library Charge Profiles are accurate, and also to check that the OCLC symbol is
assigned to the appropriate library record.
387.
This report is presented alphabetically by OCLC Symbol, and subtotaled accordingly. You’ll see
a total of all OCLC Import items at the end.
388.
New OCLC Libraries Report
At the end of each import session, much like the similar function in QDPortal Import, you’re given
a message if any new library records were created during the session. The purpose here is to
give you a list you can use to identify the new libraries, so that you can edit these new records to
add Address, Charge, Group data, etc. The OCLC New Libraries report is a bit more concise
than the QDPortal version, and it can be found in the same folder as the QDPortal version, in the
folder QDLoan just beneath wherever the QuickDOC.MDB database is located, but with the new
name NewOCLib.txt.
You can always find this under Utilities, Loan Log Files, on the QuickDOC Menu Bar if you
don’t want to check it out directly after importing.
Printer Settings for All Notepad Log Reports
All the reports in this section, and most other Log Reports, print to Text Files that will be opened
with either Notepad or WordPad.
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If your report word-wraps, you might try setting your Notepad values to minimize the font size.
A typical setting for Notepad might be as follows:
These settings work for me to get the printout above, but you may need to experiment with your
own to get the results appropriate for your situation, but I would definitely go for the lowest font
size possible in Notepad, so that the most information possible is included on the same line as
the Request Number.
OCLC Borrow Imports
OCLC Borrow Imports have additional Patron stops (along with the Library stops), so they may
repay some additional information.
Stopping to Select Library Record in Borrow.
As in Lend, QuickDOC will ALWAYS stop if it doesn’t find an OCLC Symbol in the tblLibs Table
of the QuickDOC.MDB database. It will show you three pieces of information:
1. The text of the request so far, in the yellow box in the middle of the form;
2. A suggested OCLC LIBID in a text box at the left; and
3. A list of 7235 DOCLINE Libraries, sorted by Institution.
The process is pretty much the same as that described in Lend, above.
Patron Importing
Patron importing is a bit more challenging than Library importing, since there can be so many
variations. In DOCLINE, QuickDOC uses a distinct Patron Number (you’ll see it in [brackets] on
the printed request) to identify the exact patron record involved. In the OCLC Patron matching
process there is no easy way to do it. So we basically try to match the LastName, FirstName
and Department, to be sure of a match. If one of the three doesn’t match, then you’ll see a
Select Patron List similar to the Select Library List. This is to ensure that we don’t create
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duplicate Patron records. If you see the correct patron on the list, you can select that record to
assign this request to that Patron.
Assuming we want to assign this request to Augustus White, you would double-click (not just
click, as the box above states) his line to bring his information over to the Accept Patron Box on
the left.
At this point you’ll see the Patron’s real name in the box (it’s also appended with the [758],
although you can’t tell by looking, which is why it’s shown in the information space just above the
box). Click the Accept Patron button to move on.
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In most cases, though, when you see the Select Patron List it’s because the Patron isn’t in the
file. But it’s still useful to double-check, unless you’re sure it’s a new patron. The Select Patron
List always begins with the first letter of the patron’s Last Name, and that letter always appears in
the “Searching” tag at the bottom.
In the case above, there’s no need to search further, since it’s apparent that this patron isn’t on
the list. Just click Accept Patron to add him to the Patrons Table.
If the Patron name isn’t near the top of the alphabetical list, start typing the rest of the name until
that part of the list is revealed.
Don’t forget that the first letter will already be in there! If you do, you’ll find yourself searching
WW instead of WH. If you do make a mistake, just press Backspace to return to the original
search string. In fact, if you backspace to clear the string entirely, you’ll get access to the entire
Patrons List.
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This strategy also works if QuickDOC misinterprets the Last Name and puts you at the beginning
of the wrong first letter.
If you want to search V instead of B (as you should), just backspace over the B and type in V.
This will bring you to the correct part of the list. (I’ve corrected that van problem since this
happened, but I’m sure there will be something similar in another context.
BEST PRACTICE: If your Last Names, First Names, and Departments entered on OCLC match
those in QuickDOC’s Patrons Table (or in the QDPPats.txt file used by QDPortal, which always
reflects it), then you’ll only see the Select Patron List for new Patrons, where you can just click
Accept Patron and move on.
FURTHER HINT: Each time a new Patron is added in QuickDOC, a text file located in your
QDPortal Program folder called QDPPats.txt is rewritten, with an alphabetical list of Patrons,
along with their Patron Numbers. Your file will look something like this:
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If the person entering requests on OCLC were to have a copy of this list nearby, then the spelling
and occasional typos that occur might be reduced. Even better, after the last name, first name
are entered, you could also enter the patron number in [brackets], which will be picked up in the
OCLC Import program and used instead of the laborious Last, First, Dept. troika to find the
correct record automatically.
PERHAPS THE IDEAL SOLUTION: It’s a bit dangerous but you could also use the QDPPats.txt
file itself, having it open but minimized while entering OCLC Borrow Requests. Then, when it
comes time to enter the Patron ID field, just scroll down the QDPPats.txt list and cut and paste in
that entire line (which will have everything in it that usually appears on a DOCLINE request, the
[Patron Number] included) into the Patron ID field.
With Notepad open, you could use the Edit, Find menu to get right to the Patron’s last name, or
just scroll down quickly, since they’ll be in alphabetical order.
MAJOR CAVEAT: If you choose this route, you must be sure to close that open QDPPats.txt
file before opening either QDPortal or QuickDOC! If you don’t you’ll surely get an error when
either QDPortal or QuickDOC needs to read or write from it. Use it when you’re online entering
Borrow requests in OCLC but then close it when you’re finished (or else just make a copy of this
file regularly, to the Desktop or some other folder that you can easily find when doing OCLC
Borrows on that machine).
If you decide to do this, your imports should speed through the Patron check. Create a shortcut
on your desktop that leads to (preferably the copied version of QDPPats.txt or, if you’re using the
version that is kept in the QDPortal Program folder) C:\Program Files\QDPortal\QDPPats.txt
and then click it just before doing OCLC Borrows online. It can be minimized in the Taskbar
when not needed, and then restored when needed to enter the Patron ID info. Just be sure to
close that file before using either QuickDOC or QDPortal.
Added Note: For those folks with programs NOT loaded on a C: drive, this method probably
presents too much danger. But you might set up a system where you work with the copy:
copying the central QDPPats.txt file to some easily accessed location, and then running your
shortcut from there. There’s actually an advantage to this method, since you can have that
QDPPats.txt file open as long as you want to (although it won’t show any new changes, so you’d
have to re-copy it from its proper place regularly).
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Patron Dept (None)
This usually results from a mismatch between the Dept entered in OCLC and the Dept
Abbreviation used in QuickDOC. These can be avoided if we attend to data entry on DOCLINE.
The (None) Department will occur, of course, in a new Patron record, so these must be edited
to assign correct Departments, Charge Profiles, etc.
OCLC New Patron Report
This report differs from that reported in DOCLINE imports in that it’s much more concise. Since
you’ll know that Patrons were created during the import (you clicked the Accept Patron button to
add them!) we can get by with a one-line list, in the file NewOCPat.txt, which will be in the
QDBorrow folder just beneath wherever the database is located.
This report has the following format:
listing Request Number, Name as reported in the report (usually CAPS), Dept in Report, Name as
added to tblPatrons in QuickDOC.MDB, and Patron Number in that database.
Borrow Journal Title Not Found (in CAPS)
This situation also exists in Borrow; use the same strategies here as were used in Lend.
Borrow Journal No Title (None)
This must occasionally happen even at the most conscientious data entry levels. Here’s what we
see in a recent OCLC Borrow Import:
Clearly, these need to be edited.
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Borrow Journal Number of Pages Check
If you’re reporting to CCC or otherwise tracking the number of pages in Borrow, be sure to enter
them in a readable form, so that QuickDOC can properly parse them in the import process.
Here’s an example of a citation that allows proper parsing in QuickDOC:
Here are some that won’t parse, and which you might want to edit manually during the Import
Review:
1. Disassociated pages:
2. End of Article cites:
3. Anything with words instead of the typical nnn-nnn format:
or
Clearly, these should be avoided, if at all possible.
OCLC Borrow Import Totals
At the end of each import session, you’ll see a Message Box with the session totals, along with
the First Date and Last Date of the items imported. Note these values to set up your review of
the import.
Review OCLC Import Process
Both Lend and Borrow Imports should be checked directly after importing. Open the appropriate
Grid, get to the backfile, and set the dates to match the dates of the import. Search those dates
for requests beginning with OC and you’ll have your import file. The editing work begins from
there.
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You can also use the OCLC Import Report (By OCLC Symbol) to check loans sorted by OCLC
Symbol.
Export Files
The Export choice is found on the File Menu. It will not be enabled unless you have populated
the Grid with a number of records. The records contained in the set meeting your search criteria
will be the set exported.
Fill Grid with Items to be Exported
Searching the required date range using the Status value Equals All Acted Upon retrieves all
requests that were processed during that period and, consequently, is the most inclusive set.
Use this with the Search All Lend Items Grid, for example, to get all Lend records for Export.
Once the Grid is populated, click the File Menu, Export and Lend Items, as shown above to
effect the Export. The export process will transfer only those items you've chosen to a text file
named after the database table, in this case Loaned.txt, or Borrowed.txt, for Borrows, always
located in a folder called \Export just beneath your database location.
Just to be safe, it will also export to text files your current Libraries, Library Groups and, for
Borrowed Items, the Patrons and Dept Tables. Three comma-delimited text files (Loaned.txt,
Libs.txt, and LibGrps.txt)are created for Loaned items; five comma-delimited files (Borrowed.txt,
Libs.txt, LibGrps.txt, Patrons.txt, and Depts.txt) are created for Borrows.
When the export is complete (it doesn't take very long) you'll get a message to that effect,
something like:
You'll find the files in the \Export folder, located centrally just beneath your QuickDOC.MDB
database location, ready to be imported into an Access 97 database, a version of Excel, or most
any other database application that can accept input from external files.
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Export Selected Records
You can export a subset of whatever records are in the Grid by Selecting that subset (either by
holding down the Ctrl key and clicking the Record Selector of each record to be included, one
by one, or by selecting the top record and then holding down the Shift key and clicking the last
record in that group, if it’s a group of contiguous records. If there are records selected, only
these will be exported.
Selected records appear in blue.
Export Filenames
Depending upon the Grid you are exporting from, the following filenames will appear in the
Export Folder beneath the QuickDOC.MDB Database location:
Grid
Export FileNames
Description
Lend Item Backfile
Loaned.txt
Individual items
Libs.txt
Libraries
LibGrps.txt
Library Groups
LibBills.txt
Individual items
Libs.txt
Libraries
LibGrps.txt
Library Groups
Borrowed.txt
Individual items
Libs.txt
Libraries
LibGrps.txt
Library Groups
Patrons.txt
Patrons
Library Billing
Borrow Item Backfile
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Local Billing
Depts.txt
Departments
LBilling.txt
Individual items on Local Billing Grid
Libs.txt
Libraries
LibGrps.txt
Library Groups
Patrons.txt
Patrons
Depts.txt
Departments
Local Billing column headers exported won’t include the full Field Name (e.g., BorrLocalRQNO)
but will strip out the prefix and include just the descriptive part (e.g., RQNO).
How To Import Exported Data Files
Steps to import previously exported files are as follows (using an Access database import
example here, but the steps will be similar with any other database or spreadsheet format):
1. Start up Access and choose a Blank Access Database (the first time; once you've got the
Access 97 database created, you can import subsequent exports into the same
database). Create this database in whatever folder you wish.
2. Choose Menu choice File, then Get External Data, then Import.
3. Navigate to your \Export folder and choose Files of Type "Text Files" to see the new
exported file list.
4. Select "LendItem.txt" and click Import to generate the Import Text Wizard.
Import Text Wizard Screens
1. Delimited should be checked, click Next to move to the next screen.
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2. Delimited 'comma' should be checked; Text Qualifier = Double Quote; also check
"First Row contains Field Names" box; then either click the Advanced Button or
otherwise edit fields as follows (this example is for Loaned.txt and LibBills.txt, but
Borrowed will be similar, with “Borrow” preceding the field name---LBilling.txt has the
“BorrLocal” preceding the field name stripped out, and will look much like those cited
below):
RQNO
- Change "Indexed" to "Yes (No Duplicates)"
CHRG
- Change "Data Type" to Currency (if a currency type is available)
EFTS
- Change "Data Type" to Yes/No
DTRE
- Change "Data Type" to Date/Time
DTFL
- Change "Data Type" to Date/Time
DTPD
- Change "Data Type" to Date/Time
MaxCost
- Change "Data Type" to Currency
RushRequest - Change "Data Type" to Yes/No
Click OK, then click Next
3. Choose to store data "in a new Table" for the first import, or choose the matching table
for subsequent imports.
4. Configure Fields, if they haven't already been configured with the Advanced Button
above; otherwise, click Next.
5. "Choose my own Primary Key," which should be the RQNO field in all cases, then
Next.
6. Finish.
Repeat for Libs.txt, LibGrps.txt, etc. The import wizards generally guess fairly well at the
Data Types needed for the new import database, with the exception of types listed above.
You can accept the text data type for most fields, but make sure any Date/Time, Currency or
Boolean fields are set up properly. Primary keys for each of these Tables are:
Libs
-
LibID
(LibUseISO and LibEFTS are Yes/No)
Patrons
-
PatronID
(PatronActive is Yes/No)
Depts
-
DeptAbbr
(All text except for PrefPmt and AddrID)
LibsGrps
-
Both fields
(All Text)
Importing To Excel
Importing records into Excel-type spreadsheets works in similar fashion to the Access
example, above, except that you are importing each table into an Excel worksheet. You may be
able to get by with importing just the Loaned.txt and Borrowed.txt files, if you just need basic
information. Or you can also import other .txt files into separate sheets, and then link them by
Primary Key values. The LibGrps.txt file export looks like this:
[The first row is a list of the field names.]
"GroupLibrary","GroupName"
[All the other rows contain the data for those fields, one per record]
"MAUNEP","MA"
400.
"MAUNHM","R8"
"MAUNLF","MA"
"MAUNLF","BBLFAX"
etc.
The GroupLibrary field matches the BORR field in the LendItems Table (and LibID field in tblLibs,
or BorrowLibr in tblBorrowItems), so that you can create some kind of Lookup relationship
between the two sheets that will reference the related data in the LibGroups worksheet to the
LendItems worksheet (although this case is a bit more complicated, because each Library can
belong to any number of Groups). Rather than trying to match the exact Library to exact
LendItems, BTW, export always dumps out the entire Libs Table (it exports ONLY the LendItems
or Borrow Items you select), just to make sure that the Library record is always available, should
you need it. The same is true for Patrons.txt, Depts.txt and LibGrps.txt.
Sorting the Excel File
Typically the imported set of records comes in sorted by whatever sorting was used when the
data was retrieved from the database (even if you changed the sort order in the QuickDOC Grid).
Once the data is in Excel, though, you can assign a new sort order, based on one of the columns,
as follows:
1.
Click into any cell in the column you wish to sort by;
2.
Click the Sort Ascending (or Sort Descending) button, which is under the tools menu
if not currently displayed on your tool bar.
3.
Export or print the file, as desired.
4.
Click into another column to prepare a different view of the same data.
401.
Uninstalling QuickDOC
Uninstall QuickDOC
If you ever need to uninstall QuickDOC, you can do so in the Control Panel - Add/Remove Programs,
and any system files updated in the installation will be returned to their older versions (it won't delete any
database files, though, just in case).
402.
QuickDOC Database
QuickDOC Database Location
1. In general, if you think that more than one computer will be using the files, it's best
to locate the data files on a network drive. Make sure that all potential users have all
rights, including Create, Delete and Modify Files, Folders and subdirectories in the folder
you choose.
2. If only this machine will be running QuickDOC, the database will be located, by
default, in same folder where the QuickDOC.exe file is located. You can always change
the location later using the Locate QuickDOC DB choice under Setup on the
QuickDOC Menu Bar.
3. The Locate QuickDOC DB choice leads to the QuickDOC.MDB Database Operations
Form, which is used to move the QuickDOC.MDB database, as well as to identify the
location on first installation (see below).
In general, locating the database on a server seems to have the most advantages.
Current QuickDOC Database Location
The current database location of the database will be available in two places:
On the Status Bar
The QuickDOC Database Location is always visible in the Status Bar that appears at the
bottom of the screen.
If you can’t see the Status Bar at the bottom of the screen, it’s probably hidden behind the
Windows Task Bar. If you’d like to have both the Windows Task Bar and the QuickDOC Status
Bar visible, you can make the Status Bar visible by re-sizing the QuickDOC Main Screen. First
diminish the Windows Task Bar temporarily by dragging it down to the bottoe on the screen.
Move the MousePointer to the top of the Windows Task Bar, until it turns into an Up and Down
Arrow:
Then drag that top line down to the bottom of the screen until the Task Bar disappears, to expose
the Status Bar of QuickDOC. Use the lower right corner of the QuickDOC screen to drag it up
just enough to permit the Task Bar to take up the space beneath:
403.
Once the bottom of the QuickDOC Status Bar has been raised enough to match the bottom
space that the Windows Task Bar usually takes, stop dragging the bottom of the QuickDOC form.
Move the MousePointer to the very bottom of the screen, until it turns into that familiar Up and
Down Arrow, and then move it up to the bottom of the new QuickDOC form and let go. Repeat
until both the Status Bar and Windows Task Bar are visible onscreen. Once this is set, it should
become the default for future sessions.
On the Locate QuickDOC DB Form
It’s also available in the yellow box at the middle of the Locate QuickDOC DB form as the current
location, in case the Status Bar isn’t available. Click Setup on the Menu Bar, then Locate
QuickDOC DB:
Just click Exit when you’re finished.
Click Status Bar to refresh Database Location
If you suspect that your QuickDOC.MDB database is not pointed to the correct location, click
once on the Status Bar at the borrom of the blue screen to refresh. In cases where you’ve
redirected the database back to a network drive, the new database location may not show in
the Status Bar until you have exited the program and come back in. You can avoid this
unnecessary exit and restart by clicking the Status Bar panel with the database information to
force a refresh. You can also use this method to check that you’re pointing to the database you
think you’re pointing to.
If you’ve just redirected the database pointer to a network drive (E: in the case below), this will
refresh the Status Bar so that it reflects your current network database location rather than the
fallback C:\Program Files\QuickDOC\QuickDOC.MDB value that is the default database
location for non-network installations.
After clicking the Status Bar database panel, the new network location will be displayed, as
above.
QuickDOC Database Troubleshooting
Database Drive not available on Startup
If your QuickDOC.MDB database is located on a server and that server is not available when the
program is started, QuickDOC will temporarily use a location on the C: drive (in the Program
folder, usually at C:\Program Files\QuickDOC). This change is sometimes quite subtle, though,
and users are not always aware that the database location has moved.
404.
While the database location is always available in the Status Bar (see above), it’s easy to miss
the change. Since the lack of access to the database drive is often first noticed on startup,
QuickDOC includes a check during startup to ensure that the drive on which the database is
located is available at that time. The program will display a Drive Not Available Message Box
with an option to exit the startup process if it is not.
If you continue beyond this message, you can expect to be relocated to the default C:\Program
Files\QuickDOC location for the database. The best choice is always to answer Yes to the “Exit
Now?” question, and to reboot or otherwise log onto the network again to see if the drive
becomes available then.
Because it’s also possible that the network drive may become unavailable at other times during
the session, it will still be necessary to glance at the Status Bar from time to time, just to be sure
you’re pointed in the right direction. If you notice that you suddenly have far fewer records than
you thought you had, or that the records you see are all older records, the first thing to check is
the Status Bar.
You can always move the pointer back to the network location by using the Locate QuickDOC
DB choice under Setup on the Menu Bar. This process will also move over any unique items
that might have been saved to the temporary C: location in the interim.
Wrong Database Message on Startup
Earlier versions of QuickDOC kept the values of Library LIBID and the location of the
QuickDOC.MDB database in the QuickDOC Registry key under NLM\LIBID and
Database\Location. This meant that each new user on any machine (using Windows NT or later)
had to find the database at least once to have this value registered. Current versions keep the
LIBID and location also in a file called MyLibraries.txt located in the QuickDOC Program folder
on the machine where it is being run. The MyLibraries.txt file shows the information in the
following comma-delimited format (“LIBID”,”Path to DB”), as in the following example:
"MAUBET","S:\Medical Library\QuickDOC\QuickDOC.MDB"
It also does a check to be sure that the LIBID that’s filed in the QuickDOC.MDB database
matches the LIBID in the MyLibraries.txt file. If it doesn’t, you’ll get a message to that effect:
405.
In the case above, someone has entered the wrong LIBID (literally) into the database. Following
the instructions in the Message Box, and since the correct LIBID for Beth Israel Deaconess is
MAUBET, I would click the Yes button here. QuickDOC would then correct the value in the
database and continue the login.
In different circumstances---such as when the entry in the database is correct, but the entry in the
MyLibraries.txt file is wrong---click No to continue on. You can then just delete the MyLibraries.txt
file and let QuickDOC re-write it the next time you start up.
Database Moved From This Location
You should always use the Locate QuickDOC DB method under Setup on the Menu Bar to
change the location of your QuickDOC.MDB database. Besides insuring that all unique records
are moved from the old location to the new location, this process will also.refresh locations
maintained in the MyLibraries.txt file and in the Registry entries for the current user. Once the
database is moved, QuickDOC also makes two changes in the folder of the original location:
1. It changes the value in the top row of the aaaVer table of that old version to
MOVED.
2. It places a file called QDMoved in that folder with the following information:
1. The version number of the database that was moved (in the first line of
the file, format: “This DB Version=2.1.7”); and
2. The new location of the database (in the second line, format: “New
Location=S:\Medical Library\QuickDOC.MDB”).
If, after one machine has used the Locate QuickDOC DB method to relocate the database, a
second machine starts up QuickDOC, that second user will see the following Database Moved
From This Location message:
406.
Clicking Ok will refresh the values in MyLibraries.txt and in the Database Location entry in the
Registry of the second user, after which the program will terminate. On restarting QuickDOC, the
user will be brought directly to the new location, with no other notification needed.
Preventing Loops. Since it would possible under these restrictions to change a database
location from one place to another and then back to the first location, with the result that the
QDMoved files would point back and forth to each other, QuickDOC checks for a QDMoved file in
each new location. If it finds one that points back to the location it’s coming from, it resets the
aaaVer table in that original location from MOVED back to the true database version (as stored in
QDMoved) and deletes that QDMoved file in the original location. This still results in a message
box like the above on the next startup, but the process stops there, as the original location no
longer re-directs the user on the next startup. The buck stops at the first location.
While it’s likely that both databases in the case above will be identical, it won’t hurt to run File,
Import, External QuickDOC Data on that second database, just to be sure it doesn’t contain any
unique items.
MOVED QuickDOC.MDB Databases
Each time you start up QuickDOC the program looks in the MyLibraries.txt file, located in the
QuickDOC Program folder, to get the path to the QuickDOC.MDB database. It then opens up
that database and checks the aaaVer table to see what version it is (it should match the current
running version of QuickDOC, of course). If it shows an earlier version than the current program
version, QuickDOC will update the database by adding or editing fields, tables or indexes, as
necessary, on startup.
If the aaaVer table shows a database version of MOVED, however, the following occurs:
1.
The program checks for the existence of a QDMoved file to see where the real
QuickDOC.MDB database is located, and which database version was moved.
2.
If the QDMoved file doesn’t exist, the program has no way of knowing where the file
might have been moved and what version it might have been when it left; QD will
register the database location as the current one and assign to the database its
earliest version (2.0.0), so that it can be run through an updating process that will
refresh and update any database tables that need to be updated. Other
QuickDOC.MDB databases that may be found can be imported into this updated
database by using the File, Import, External QuickDOC DB choice on the
QuickDOC Menu Bar.
3.
If the QDMoved file exists, it will point us toward what it shows as the current
QuickDOC.MDB database location and will also let us know which version of the
database has been moved. This is the scenario that describes a situation where one
user moves the db from one central location to another. And then another user, who
was pointing to the first location, which he/she had always theretofore pointed to,
suddenly logs in and finds that the database isn’t where it was thought to be. In most
cases this is an accurate description of what has happened. In other cases, though,
407.
you may want to use the Locate QuickDOC DB choice under Setup on the
QuickDOC Menu Bar of each machine to be sure that you locate your
QuickDOC.MDB in the same spot for all.
Some sample scenarios:
1. Another user has moved the database to a folder called Export since the last time you logged
on.
When you start up QuickDOC, you’ll see the following Database Moved From This Location
message:
Click Ok and QuickDOC will reset all your internal pointers to the new location and will exit the
program. Start QuickDOC right up again and it will proceed with the login to the QuickDOC.MDB
database that is located at the new location.
2..The new location change was made mistakenly, and should be moved back to the original
location.
QuickDOC always checks for this situation before moving and, to prevent a loop back and forth
from new to old location, it will change the aaaVer table in the original location from MOVED to
the version number, and will delete any QDMoved file, so that any move back to that location will
be successful. If, after you start up the second time, you get another Database Moved From This
Location message pointing back to the first location, you can be sure that it will be the last, and
that your next startup will be successful.
Your next startup will return to the above location, and will remain there (assuming no one
decides to move the database again!).
3. Using the Locate QuickDOC DB choice under Setup on the Menu Bar, you choose a location
that already has a QuickDOC.MDB file, which shows the same version number as the database
you’re moving.
Since there are no database changes to worry about, QuickDOC simply runs through the tables
of the current database and moves over any unique records to the new one.
408.
The yellow box shows you the progress of each table (we’re moving tblLendItems in the example
above) as any unique records are moved from the old database to the new. Once this process is
finished, you can continue to work, since all pointers now point to the new database and there are
no update operations necessary on the database itself. The new database location should
appear in the Status Bar beneath the blue QuickDOC screen once you finish the transfer process.
If you don’t see the change, click the bar once to cause it to refresh the display with the new
location.
4.
Using the Locate QuickDOC DB choice under Setup on the Menu Bar, you choose a
location that already has a QuickDOC.MDB file, which shows an earlier version number from
the database you’re moving.
This database needs to be checked for updated fields and tables before any data is moved over
from the first database. You will see a Database Needs to be Updated message box:
In this case, QuickDOC will set a few pointers and will then exit. (If, for any reason, the program
doesn’t fully exit, just exit all the way out yourself before continuing.) Start right up again and
409.
QuickDOC will perform the database updates needed, and will then proceed to importing any
unique items from the previous QuickDOC.MDB.
5. Using the Locate QuickDOC DB choice under Setup on the Menu Bar, you choose a location
that already has a QuickDOC.MDB file, but this database announces it’s been MOVED to a
different location altogether from the database you’re moving.
If you try to locate the database in a folder that already includes a QuickDOC.MDB file with its
aaaVer table set to MOVED (and which has been moved to some other folder from the one
you’re coming from), you’ll see An Earlier Database Was Moved From This Location!
Message::
Rather than try to follow a path that may have been long since abandoned, QuickDOC will set its
pointers to this location and assume that you will use the File, Import, External QuickDOC DB
choice on the Menu Bar if you feel there may be some unique items in the database referred to
above. If this database shows that it has been moved with a database version equal to your
current version (as in #3, above), it will proceed on to the transfer of unique items. If the
database was of a version less than the current version (as in #4), you will get the exit message
and will proceed as above.
6. Someone has already moved the unique items from the database you are moving from.
You’ll see a Database Has Been Imported message like the following:
In most cases you can click No, since the first user who moved the database has probably also
moved over the unique items, but if you’re unsure you can always run through the process again
by clicking Yes.
Problem Opening Version Table
When you see Problem Opening Version Table as QuickDOC starts up, in most cases it means
that the database isn't being found where the program thinks it should be (it can also occur if
someone has locked down the database for some maintenance operation, but this will rarely be
the case, and if it happens just after downloading an update, then it's probably a location
problem).
410.
Each machine running QuickDOC keeps track of where the database is located by checking the
entry in MyLibraries.txt or in the Registry entry. If it doesn't find the db there, it next looks in the
program folder (typically, C:\Program Files\QuickDOC) to see if it's there.
If it finds one there, it will go ahead and use that one, but if not, you'll get that Problem Opening
Version Table error. In general, this could occur if the database was moved outside of QuickDOC
(rather than with the "Locate QuickDOC DB" form) and consequently the Registry entry no longer
pointed to the correct location.
Try this as a way to recover. First, use Windows Explorer (or NT Explorer) to check whether the
QuickDOC.MDB database file is in the folder you expect it to be in (the recommendation is either
the QuickDOC Program folder, if you're using only one machine or some file server location if
you're using more than one). If it is, and if the size of the file is greater than 4660K or so and it
was recently accessed, then it's probably the one.
If you want to look and see where the Database Registry Entry thinks the db is, do this:
1. Click the Start Button, then "Run."
2. Type: regedit in the run box and click OK.
3.
When the Registry Editor comes up, click the + sign next to the following:
HKEY_CURRENT_USER, then
Software, then
VB and VBA Programs, then
QuickDOC
4. Under QuickDOC, you'll see a Database Key folder; click once and its values will
show up in the right pane. The path next to "Location" is where the program
THINKS the db is.
5. Make a note of this path and close the Registry Editor (DON'T try to make any
changes with the Editor!) either by clicking the x on the upper right or clicking
"Registry," then Exit.
Next look in your Program folder (C:\Program Files\QuickDOC is the default) to see if there's a
default QuickDOC.MDB file in there. If there isn't, you can rename the QDUpd.MDB file to
QuickDOC.MDB and try to start up again. If this works, then skip to Locate the DB Again,
below.
If there's already a QuickDOC.MDB in the Program folder and you're still getting the error, then
your best bet will be to delete the Database key so that QuickDOC sets up the location anew.
Follow all steps in the list two paragraphs above until number 4. In number 4, where you first see
the Database folder under the QuickDOC key, right-click on the folder icon and choose Delete
this Key. Once the key is deleted, choose Registry from the menu bar, then Exit.
When next you start up QuickDOC, it should announce that you'll need to identify the Database
location, etc. If you're not brought directly to the "Database Operations" window, then use the
Setup Menu to Locate QuickDOC DB in its proper place.
Database Version is Different
When performing an installation on a new machine with an updated version that is greater than
the current Database Version, and if, for whatever reason, you don’t get a chance to point to
the correct database at the time of installation, you’ll get a message box with the following
warning when you try to move it to the desired location:
411.
If this occurs, follow the instructions above, which will, in effect, first move the data from the
database with the earlier version notation to the current (generally minimal) installation database,
and then clear a space on the server where you can move it (newly updated) back to where it
was.
Steps are:
1. Use the File Menu, Import choice to choose External QuickDOC Data, and click on
the folder with the old version database.
2. When you’ve found it, click Import Now. This moves the old data to the new
database format.
3. Use Windows Explorer to delete (or rename, just to be safe) the old
QuickDOC.MDB.
5. Use the Setup Menu, Locate QuickDOC DB, to move the database location once
again to the desired central location. Since there won’t now be a file to update, this
operation will be very quick and the database should now show in the Status Bar in
the new location.
This situation can be prevented by using this strategy: First update all computers currently
running QuickDOC before installing any newer version on a new computer.
Subscript out of range error in grid
This error sometimes appears when trying to open either a Borrow or Lend Grid. It often appears
with messages something like the following:
Error Number: 9
Description: Subscript out of range
Source: QuickDOC
Try Again
And may be followed by another error:
Error in LendItem List (or BorrowItem List)
Error Number: 6147
Description: Column Not Found Type (or some other column)
412.
There are generally three steps to try in dealing with this error:
1. Run the Access Compact & Repair utility on the QuickDOC.MDB database. It
must be Access 2000 or greater, but you can run it from any machine with rights
in the QuickDOC.MDB database folder (not just a machine currently running
QuickDOC). If none of your machines uses MS Office 2000 or greater, you can
run the JetComp version of this utility (see instructions under JetComp.exe,
below).
2. Try reinstalling QuickDOC. This sometimes refreshes a support file that might
have been corrupted.
3. If neither of the above works, then you might have a corrupted MDAC installation.
You may need to upgrade your MDAC version. Check instructions under
MDAC in the Downloading and Installation chapter, above.
Refresh Database
If, during the course of adding a Borrow or Lend Item record (usually during a QDPortal Import),
you encounter a Message Box with a reference to an Invalid argument or rehab
QuickDOC.MDB, it’s rather likely that the database table in question has been corrupted and we
may need to use a fresh database structure and move the data from the corrupted database into
the new and uncorrupted database structure. A typical announcement of this kind will appear as
follows:
You can try one or two more times, to see if it’s a one-record glitch, but if this message persists
you have three choices (MS Access Database Repair usually won’t work on this problem):
1. Try running the JetComp.exe utility (see Compact & Repair Database, below).
JetComp sometimes works where the Access 2000 Database Repair utility doesn’t.
2. Try using your latest backup version of QuickDOC.MDB (but this may just replicate
the problem.
3. Begin with a fresh, new database structure and re-import just the data from the old
database.
The latter of these may take a bit of time with a large database, and is probably best set to run
overnight, so that the new database will be ready in the morning (this is recommended for
databases with more than 10,000 items in both Lend and Borrow), but the result will be a fresh
database structure with all the current data restored.
413.
Steps are:
1. Make sure all users are logged out of the QuickDOC and that no one will be
logging in to the database during this procedure.
2. Use Windows Explorer to move the (current, corrupted) QuickDOC.MDB database
to another location (somewhere you can easily find it again, for importing
purposes). This will mean that there will now be no QuickDOC.MDB where the
program expects to find it.
3. Start up QuickDOC on your fastest machine ; you’ll get the error message that the
database can’t be found.
4. Click [No] so that the program continues to load. This will cause it to prepare the
default database (with the uncorrupted structure) for use as the main
QuickDOC.MDB. You’ll see the message announcing that we’re ready to create
the new database:
5. Click Ok and then use the QuickDOC.MDB Database Operations form to locate the
database in the same folder where you have just recently removed the corrupted
QuickDOC.MDB.
414.
6. When you find the proper folder, click Locate Here to place the new database
(mostly empty) in that location.
7. You may have to fill in some entries in the Setup Form, but once that’s finished,
use the File Menu, Import choice to choose External QuickDOC Data, and
navigate to the folder with the old (corrupted) database, just moved there in step
two, above.
8. When you’ve found it, click Import Now. This moves the data only, from each
table, to the new database structure, table-by-table, record-by-record. Since this
is a very intensive use of the database, it’s a good idea NOT to do any other
database work at the same time. It can take anywhere from thirty minutes (for a
small database, with a few thousand records) to 6-8 hours for a database with tens
of thousands. Because this process imports and verifies each record passed from
the old database, it will take time to run through.
9. After the import process is complete, either run the Access 2000 Compact &
Repair function to complete the process, or use the JetComp.exe program (found
in the QuickDOC Program folder) if you don’t have a copy of Access 2000. See
Compact & Repair Database, below.
QuickDOC.MDB Needs to be Repaired!
When you see a message box with the heading Unable to Open QuickDOC.MDB at Data
Source as QuickDOC starts up, or at any other time, it COULD be a missing database, but, more
likely, it will be a corrupted or otherwise unreadable database and this database needs to be
repaired.
If you get this message:
415.
it isn’t good news. You can either Repair the database or Restore the database from an earlier
backup. If you have a backup of QuickDOC.MDB that is the same or very close to the same as
the current DB, then go ahead and restore that one to replace this one; repair if you can.
Restore QuickDOC.MDB
If you have a backup of QuickDOC.MDB, and haven’t added anything yet today to the DB, then
absolutely go with the Backup DB!
If you have no backup of QuickDOC.MDB then you will need something else. If you have Access
2000 on this machine (or another nearby) you can use that program to repair the database.
Otherwise, we’re back to Total Reconstruction of the database (Not something we look forward
to).
Repair QuickDOC.MDB Database
Try running the JetComp.exe utility (see Compact & Repair Database, below). JetComp
sometimes works where the Access 2000 Database Repair utility doesn’t.
While using the JetComp.exe utility is the better choice in most cases, if you have Access 2000
(or greater), you can also repair the database from within Access 2000. First make sure that
everyone has logged off of QuickDOC.MDB (while Access 2000 can effect changes to this
database, it isn’t reliable in a multi-user environment; so have everyone sign off first). Then open
the QuickDOC.MDB database by double-clicking on it from Windows (or NT) Explorer:
When you first try to open QuickDOC.MDB (with Access 2000) you’ll get the following Error
Message:
Click Yes to attempt the repair. In most cases this will be successful.
Using Access 2000 with the QuickDOC.MDB Database
This is also important for regular QuickDOC.MDB use: if you access the database through
QuickDOC, then the database is protected by the ADO-mediated database management, with
416.
record-locking and other database protections involked. Opening the database using Access
2000 doesn’t have these protections---it just opens the DB, for whatever changes you have in
mind, but without the kind of protections you’ll have when using this same database in
QuickDOC.
So, please, keep these two things in mind:
1. If you’re opening QuickDOC.MDB in Access 2000, try to insure that no one else is,
or will be, logged in.
2. When doing updates from one QuickDOC version to another, do one workstation at
a time, since some updates will involve database updates, which may be extensive,
and having more than one database attachment trying to make these changes at
the same time just increases the chance for collisions.
Compact & Repair Database
JetComp.exe
It’s definitely a good idea to run the JetComp.exe program periodically, whether or not your
database appears flaky, to compact and refresh the data in QuickDOC.MDB. Jetcomp.exe is a
standalone utility that allows you to compact the database from outside the QuickDOC program.
Make sure all users have logged out of the system.
1. Open Windows Explorer and navigate to the QuickDOC Database location (it’s
always shown with the full path in the Status Bar at the bottom of the Blue
Screen).
2.
Right-click on the QuickDOC.MDB icon (you may see it a a Key symbol or MDB
file) and choose Rename. Change the name from QuickDOC.MDB to
QDOld.MDB.
3. Again, using Windows Explorer, navigate back to the QuickDOC Program folder
(usually C:\Program Files\QuickDOC).
4. Double-click JetComp.exe
417.
5. In the Database to Compact From (Source) box, use the […] button to navigate
over the the QDOld.MDB file. This is the database that you want to compact.
6. In the Database to Compact Into (Destination) box, use the […] button to
navigate over the the QDOld.MDB file once again. This time, change the
QDOld.MDB at the end to QuickDOC.MDB (use the preferred capitalization for
consistency).
7.
Click Compact. You’ll see a Progress Bar on the lower right, and the status will
return to Ready when it’s finished.
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QuickDOC Database Backup
All the data now resides in the QuickDOC.MDB database, which begins at about 4.6MB in size
and can increase into the 15-20MB range quickly enough if you have a lot of activity. One of the
reasons I usually advise putting the QuickDOC.MDB file on a server is that a server backup is
usually scheduled regularly.
An additional strategy is to also do a local backup at the end of each day, after all users have
logged off, by executing a batch file that copies QuickDOC.MDB from its server location to a
specified spot on the local C: Drive. It's just a one-line command to: copy
[serverlocation]\QuickDOC.MDB C:\[locallocation].
QuickDOC also keeps backups of the raw ASCII text downloads in two \BackImp folders just
beneath the QDBorrow and QDLoan folders located just beneath the database folder. While
these aren't crucial, and may never be needed, they can function as an audit trail or a lookup for
requests that either weren't properly imported into the database or were improperly deleted. In a
worst case scenario, they could also be used to rebuild the database should something truly
drastic occur. The backups are tagged with the year they were imported as the first four digits, so
you could decide to back up only the current year's raw text imports back to the C: drive.
But backing up the backups of imports may be more than you think necessary. Backing up
the database should suffice, expecially if you have both the typical nightly server backup and a
local backup of your own on the C: drive of your machine.
I'll try to work in an automated version of this latter backup process at some point.
BorrowItems Table in QuickDOC.MDB
The primary Table for Borrow information is tblBorrowItems. This table contains the following
fields:
BorrowRQNO
This is the Request Number field, and is the primary key for this table. It shows up on Grids as
the RQNO column. It’s a text field, with 14 characters available.
BorrowPatronRec
This is the Patron number associated with the record; it identifies the actual Patron involved, and
appears at the top left of the first Tab on the Edit Patron form, and in brackets in the Patron field
on DOCLINE. As the primary key of the Patrons Table (tblPatrons), it will be unique for each
patron. It shows up on Grids as the Patron column, but is usually translated into it’s Name
format. It’s a number field and is assigned by the program only.
BorrowPatron
This is a text version of the Patron number field, retrieved from the Patron record and displayed in
the format Last, First. It’s a way to easily display a recognizable Patron without another trip to the
database to look it up by number. It is normally hidden on Grids, just to the right of the Patron
column, but can be exposed by dragging vertical line in the header of the Patron column to the
right, or by clicking Show All Grid Cols from the Column Context Menu, and will then appear as
the Name column. It’s a text field with 50 characters available.
BorrowDept
This is the abbreviated form of the Department record and is the primary key of the Departments
Table (tblDepts), so it will be a unique identifier of the Department. It shows up on Grids as the
Dept column. It’s a text field with 16 characters available.
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BorrowLibr
This is the General Code of the Library record. It should be the same as the NLM LIBID if an
NLM LIBID is available. It is also the primary key of the Libraries Table (tblLibs), so it will be a
unique identifier of the Library. It shows up on Grids as the Libr column. It’s a text field with 6
characters available.
BorrowCHRG
This is Charge that the Lending Library will apply for the type of request and delivery method
requested. It’s generally derived from the Library Charge Profile assigned to that library. It
shows up on Grids as the Chrg column. It’s a Currency field and only accepts numbers.
BorrowYear
This is the year of publication for the item. It shows up on Grids as the Year column. It’s a text
field with 4 characters available.
BorrowTitle
This is the Journal Title or monograph title for the item. It’s retrieved from the Journals Table
(tblJrnls) through the unique Journal Identifier (JID), which is also kept in the next field. It
provides a way to show the Journal Title without another trip to the database. It shows up on
Grids as the Title column. It’s a text field with 100 characters available.
BorrowJID
This is the Journal number associated with this item; it identifies the actual Journal (there are
default JIDs for Monographs and Audio-Visuals), and appears at the top left of the first Tab on the
Edit Journal form. As the primary key of the Journals Table (tblJrnls), it will be unique for each
title. It is normally hidden on Grids, just to the right of the Title column, but can be exposed by
dragging vertical line in the header of the Title column to the right, or by clicking Show All Grid
Cols from the Column Context Menu, and will then appear as the JrnlID column. It’s a number
field and is assigned by the program only.
BorrowItemType
This is the type of item requested. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
J
Journal
M
Monograph
A
Audio-Visual
E
Ejournal (not yet implemented)
It shows up on Grids as the ItemType column. It’s a text field with 1 character available.
BorrowItemForm
This is the form of item requested. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
420.
C
Copy
O
Original
It shows up on Grids as the ItemForm column. It’s a text field with 1 character available.
BorrowDTSE
This is the Date Sent field. It shows up on Grids as the Sent column. It’s a Date/Time field.
BorrowDTRE
This is the Date Received field. It shows up on Grids as the Recd column. It’s a Date/Time
field.
BorrowDTPD
This is the Date Paid field, referring to payments to the Lending Library (rather than in-house
payments from Depts or Patrons). It shows up on Grids as the Paid column. It’s a Date/Time
field.
BorrowStatus
This is the current status of the request. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
Q
Queue (a Loansome Doc just imported)
O
Outstanding (not yet rec’d)
N
Not Filled
R
Received
I
PaidIFM
P
PaidLender
E
PaidEFTS
It shows up on Grids as the Status column. It’s a text field with 1 character available.
BorrowDelMeth
This is the Delivery Method requested (or used, once the request is received). It’s stored in the
database as a single letter code but is normally translated to the full name before being displayed
on Grids or other forms.
Code
Displayed As
M
Mail
A
Ariel
E
E-mail (both PDF & TIFF)
F
Fax
K
PickUp
W
Web (both PDF & TIFF)
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It shows up on Grids as the DelMeth column. It’s a text field with 1 character available.
BorrowRushRequest
This field indicates whether the current request is a Rush request or not. It displays as Yes or
No. It shows up on Grids as the Rush column. It’s a boolean Yes/No field.
BorrowMaxCost
This is MAX COST amount that is sent along with the request. It shows up on Grids as the
MaxCost column. It’s a Currency field and only accepts numbers.
BorrowLocalStatus
This is the current internal status of the request. It reflects the Local Billing status when items are
billed internally to Patrons or Departments. It will be the same in tblBorrowItems (revealed
through the Borrow Grids) and in tblBorrLocals (revealed through the Local Billing Grid) for each
item. It’s stored in full, rather than as a single letter, in the database field. Legal values are:
Value
Description
Open
Not billed.
InvDep
Invoiced to Department
InvPat
Invoiced to Patron
PaidDp
Paid by Department
PaidPt
Paid by Patron
It shows up on Grids as the LocalStatus column. It’s a text field with 6 characters available.
BorrowSRCE
This reflects the Source (or bibliographic utility) by which the request has been sent. It will be
LOANSOME DOC for requests received via the NLM Loansome Doc process, whether the item is
ultimately filled from the local collection or transferred to DOCLINE. It’s stored in full, rather than
as a single letter, in the database field. Legal values are:
Value
Description
DOCLINE
Requests entered into DOCLINE
LOANSOME DOC
Requests imported via Loansome Doc
OCLC
Requests entered into OCLC
RLIN
Requests entered into the RLIN system
Mail
Requests sent by Mail
Telephone
Requests made by telephone
Fax
Requests made by fax
Other
Some other locally defined method
Copy Service
Special category to track Copy Service.
It shows up on Grids as the SRCE column. It’s a text field with 20 characters available.
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BorrowNote
This field contains various notes about the current item. In most cases it will contain only the
Payment Number for items marked as PaidLender, PaidIFM or PaidEFTS. This allows a lookup
of payment information when focus is placed in the Status column and the To Pmts button is
clicked, which shows the Payments To Lenders Form for deleting or adjusting a payment. It
shows up on Grids as the Note column. It’s a text field with 50 characters available.
BorrowExtended
This field is a numeric field and has been set aside for future use.
BorrBibs Table in QuickDOC.MDB
The tblBorrBibs table contain bibliographic and other information related to the item in
tblBorrowItems by Request Number. Fields are:
BorrBibRQNO
This is the Request Number field, and is the primary key for this table. It associates this record
with the record sharing this Request Number in both tblBorrowItems and tblBorrLocals. It shows
up under associated record displays (by clicking the + sign in the leftmost Grid column) under its
complete field name. It’s a text field, with 14 characters available.
BorrBibCitation
This field contains Citation information. It shows up under associated record displays (by clicking
the + sign in the leftmost Grid column) under its complete field name. It’s a text field with 50
characters available.
BorrBibNoPages
This is the number of pages in the article as shown in the citation. QuickDOC calculates this at
the time the request is saved, but in cases where it can’t be calculated automatically or if the
calculation is incorrect, it can be changed here. The Number of pages is usually required for
Copyright Clearance Center reports, etc.. It shows up under associated record displays (by
clicking the + sign in the leftmost Grid column) under its complete field name. It’s a number field
where only whole numbers should be entered.
BorrBibArticle
This is the title of the article borrowed. It shows up under associated record displays (by clicking
the + sign in the leftmost Grid column) under its complete field name. It’s a text field with 50
characters available.
BorrBibAuthor
This is the author of the article borrowed. It shows up under associated record displays (by
clicking the + sign in the leftmost Grid column) under its complete field name. It’s a text field with
50 characters available.
BorrBibCopyright
This is the Copyright Statement as supplied with the request. It shows up under associated
record displays (by clicking the + sign in the leftmost Grid column) under its complete field name.
It’s a text field with 1 characters available. Values are:
423.
Value
Description
G
Copyright Guidelines
L
Copyright Law
BorrBibRefReason
This is the Referral Reason sent along with the request, if any was stipulated. Referral Reasons
used are those used by DOCLINE, although others may be supported in the future. The Referral
Reason shows up under associated record displays (by clicking the + sign in the leftmost Grid
column) under its complete field name. It’s a text field with 3 characters available. Values are:
Value
Description
BDY
At bindery
CAN
Cancelled
LAC
Lacking
LOS
Lost
NOS
Not on shelf
NOT
Not owned (title)
NYR
Not yet received
ORD
On order
OTH
Other
UFR
(wrong) Format
BorrBibPMUI
This is the PubMed UI of the request, if any was included. This field may be used to flag
duplicate requests, or to do re-sends of items not available for re-posting on DOCLINE. The
PubMed UI shows up under associated record displays (by clicking the + sign in the leftmost Grid
column) under its complete field name. It’s a text field with 10 characters available.
BorrBibPurpose
This is the Purpose for which the request is made, which is typically the activity that is
supported by this request, such as Patient Care, Education, etc. This information can be added
in the Purpose field when entering items directly (in Add Borrow) but is normally not included in
DOCLINE requests (there’s no field for this in the main DOCLINE form online), although it can be
added later by editing this field in the BorrBibs display. Legal values for this field are obtained
from the Purposes Table (tblPurposes) in QuickDOC.MDB and only those values are allowed.
The Purpose of each request appears under associated record displays (by clicking the + sign in
the leftmost Grid column) under its complete field name and is a text field with a 6 character
maximum. It’s stored in the database as a code (up to six letters), which abbreviates the full
description found in tblPurposes. The Purposes Table initially holds a handful of values, and can
be edited directly in Access 2000, but will be available for editing or adding on an edit form in the
near future. Startup values in tblPurposes are:
ID
Full Name
EDU
Education
GRA
Grant-funded research
OTH
Other
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PC
Patient Care
RES
Research
BorrLocals Table in QuickDOC.MDB
The tblBorrLocals table contains local Billing and also Due Dates and Returned Dates for
returnable items borrowed. It’s related to the primary request information in tblBorrowItems by
the Request Number field. Fields are:
BorrLocalRQNO
This is the Request Number field, and is the primary key for this table. It associates this record
with the record sharing this Request Number in both tblBorrowItems and tblBorrBibs. It shows up
under associated record displays (by clicking the + sign in the leftmost Grid column) under its
complete field name. It’s a text field, with 14 characters available.
BorrLocalPat
This is the Patron number associated with the record; it identifies the actual Patron involved, and
appears at the top left of the first Tab on the Edit Patron form, and in brackets in the Patron field
on DOCLINE. It will be a match for the Patrons column on the Borrow Grid. It shows up under
associated record displays (by clicking the + sign in the leftmost Grid column) under its complete
field name. It’s a number field and is assigned by the program only.
BorrLocalCHRGAsPatron
This is the Charge that is derived from the Patron/Dept Charge Profile assigned to this patron,
and taking into consideration the type of request and delivery method requested. Basically, it
cues up a Charge for this request in Local Billing when the Bills are assigned to the Patron. The
final CHRG column is populated from either CHRGAsPatron or CHRGAsDept when the actual
invoice is created or the item paid (it waits to see who’s doing the paying). It shows up under
associated record displays (by clicking the + sign in the leftmost Grid column) under its complete
field name. It’s a Currency field and only accepts numbers.
BorrLocalDept
This is the abbreviated form of the Department record and is the primary key of the Departments
Table (tblDepts), so it will be a unique identifier of the Department. It shows up under associated
record displays (by clicking the + sign in the leftmost Grid column) under its complete field name.
It’s a text field with 16 characters available.
BorrLocalCHRGAsDept
This is the Charge that is derived from the Patron/Dept Charge Profile assigned to this patron,
and taking into consideration the type of request and delivery method requested. Basically, it
cues up a Charge for this request in Local Billing when the Bills are assigned to the Department.
The final CHRG column is populated from either CHRGAsPatron or CHRGAsDept when the
actual invoice is created or the item paid (it waits to see who’s doing the paying). It shows up
under associated record displays (by clicking the + sign in the leftmost Grid column) under its
complete field name. It’s a Currency field and only accepts numbers.
BorrLocalCostCenter
This is the Local Cost Center assigned to be charged for this item. If the Patron has a Primary
Cost Center, that will be automatically entered here. In any case, the dropdown box will be filled
425.
with any alternate Cost Centers associated with this Patron. It’s a text field with 50 characters
available.
BorrLocalItem
This is a display field that exists primarily to make printing Bills easier (no trip to the database to
look up the item information that appears on the bill). It’s populated at the time the request is
created in the database from: Publication Year + the first 60 characters of the Title (from
tblBorrowItems). Since it’s used for printing Patron/Dept Bills, anything you enter here will appear
in the same spot where the Year and Title information normally appear. After the first save, it’s
only updated if a Journal Change is made in tblBorrowItems, but keep that in mind. . It shows up
under associated record displays (by clicking the + sign in the leftmost Grid column) under its
complete field name. It’s a text field with 64 characters available.
BorrLocalDelMeth
This is the Delivery Method used to get the item to the Patron. By default, this value is the same
as the BorrowDelMeth value, but can be changed to reflect a different internal Delivery Method.
Since a Patron/Dept Charge Profile may appoint surcharges to different types of Local Delivery
Methods, this value should be considered carefully. Legal values for this field are obtained from
the Local Delivery Methods Table (tblLocalDeliveryMethods) in QuickDOC.MDB and only
those values are allowed. It’s stored in the database directly, in a LocalDeliveryMethodName
field and is used to populate any Local Delivery Method dropdown combo boxes, as well as to
calculate charges. The Local Delivery Method of each request appears under associated record
displays (by clicking the + sign in the leftmost Grid column) under its complete field name and is a
text field with a 20 character maximum. The Local Delivery Methods Table initially holds a
handful of values, and can be edited directly in Access 2000, but will be available for editing or
adding on an edit form in the near future. Startup values in the tblLocalDeliveryMethods table
are:
LocalDeliveryMethodName
Ariel
Email (pdf)
Email (tiff)
Fax
FedEx
Interoffice Mail
Mail
Messenger
Other
Pickup
Web (pdf)
Web (tiff)
BorrLocalRushRequest
This field indicates whether the current request is a Rush request or not. It displays as Yes or
No. By default, this value is the same as the BorrowRushRequest value, but can be changed to
426.
reflect a different internal Rush structure. Since a Patron/Dept Charge Profile may appoint
surcharges to a Rush Request, this value should be considered carefully. It shows up under
associated record displays (by clicking the + sign in the leftmost Grid column) under its complete
field name. It’s a boolean Yes/No field.
BorrLocalCHRG
This is the final Charge that is applied from either CHRGAsPatron or CHRGAsDept when the
Billing has been finally decided. It can be entered directly, but may be overwritten if a batch of
Patron Invoices include this item (the same would be true if, instead, Dept Invoices are generated
for a period in which this request has been received, and the CHRGAsDept value is different from
the value entered in BorrLocalCHRG). The final BorrLocalCHRG column is populated from either
CHRGAsPatron or CHRGAsDept when the actual invoice is created or the item paid (it waits to
see who’s doing the paying). It shows up under associated record displays (by clicking the + sign
in the leftmost Grid column) under its complete field name. It’s a Currency field and only accepts
numbers.
BorrLocalStatus
This is the current internal status of the request. It reflects the Local Billing status when items are
billed internally to Patrons or Departments. It will be the same in tblBorrowItems (revealed
through the Borrow Grids) and in tblBorrLocals (revealed through the Local Billing Grid) for each
item. It’s stored in full, rather than as a single letter, in the database field. It will be the same
when displayed under the associated record display for BorrLocals (by clicking the + sign in the
leftmost Grid column) as in the Main Borrow Grid. Legal values are:
Value
Description
Open
Not billed.
InvDep
Invoiced to Department
InvPat
Invoiced to Patron
PaidDp
Paid by Department
PaidPt
Paid by Patron
It shows up under associated record displays under its complete field name. It’s a text field with
6 characters available.
BorrLocalDTRE
This is the Date Received field. It matches the BorrowDTRE value in tblBorrowItems. It shows
up under associated record displays (by clicking the + sign in the leftmost Grid column) under its
complete field name. It’s a Date/Time field.
BorrLocalDTPD
This is the Date Paid field for internal Billing (Patrons or Departments) rather than external Billing
(Libraries). It shows up under associated record displays (by clicking the + sign in the leftmost
Grid column) under its complete field name. It’s a Date/Time field.
BorrLocalDTDU
This is the Date Due for Returnable Items. Since this isn’t available automatically from
DOCLINE, it must be entered directly in any Borrow Grid, using the BorrLocal associated record
display. Entry of this date will permit alerts at some future time from within QuickDOC when
427.
items are due back. It shows up under associated record displays (by clicking the + sign in the
leftmost Grid column) under its complete field name. It’s a Date/Time field.
BorrLocalDTRT
This is the Returned Date for Returnable Items. Since this isn’t available automatically from
DOCLINE, it must be entered directly in any Borrow Grid, using the BorrLocal associated record
display. Entry of this date will provide a lookup for Lending Library queries about items they
haven’t yet recorded as returned. It shows up under associated record displays (by clicking the
+ sign in the leftmost Grid column) under its complete field name. It’s a Date/Time field.
BorrLocalInvoice
This field contains Invoice Numbers and Payment Information for Local Billing of this item. This
allows a lookup of local payment information when focus is placed in the Status column and the
To Pmts button is clicked, which shows the Payments By Patron Form or Payments By Dept
Form for deleting or adjusting a payment. It shows up under associated record displays (by
clicking the + sign in the leftmost Grid column) under its complete field name. It’s a text field with
50 characters available.
LendItems Table - QuickDOC.MDB
The primary Table for Lend information is tblLendItems. This table contains the following fields:
RQNO
This is the Request Number field, and is the primary key for this table. It shows up on Grids as
the ReqNo column. It’s a text field, with 14 characters available.
BORR
This is the General Code of the Library record. It should be the same as the NLM LIBID if an
NLM LIBID is available. It is also the primary key of the Libraries Table (tblLibs), so it will be a
unique identifier of the Library. It shows up on Grids as the Borrower column. It’s a text field
with 6 characters available.
Year
This is the year of publication for the item. It shows up on Grids as the Year column. It’s a text
field with 4 characters available.
Title
This is the Journal Title or monograph title for the item. It’s retrieved from the Journals Table
(tblJrnls) through the unique Journal Identifier (JID), which is stored in the JID field. It provides a
way to show the Journal Title without another trip to the database. It shows up on Grids as the
Title column. It’s a text field with 100 characters available.
CHRG
This is Charge to the Borrowing Library for the type of request and delivery method requested.
It’s generally derived from the Library Charge Profile assigned to that library. It shows up on
Grids as the Chrg column. It’s a Currency field and only accepts numbers.
428.
ItemType
This is the type of item requested. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
J
Journal
M
Monograph
A
Audio-Visual
E
Ejournal (not yet implemented)
It shows up on Grids as the Type column. It’s a text field with 1 character available.
ItemForm
This is the form of item requested. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
C
Copy
O
Original
It shows up on Grids as the Form column. It’s a text field with 1 character available.
EFTS
This field indicates whether the current request is from an EFTS Library. On DOCLINE, these
requests have the word Epayment on the line describing the item’s type. Each Library record
also has an EFTS field. Only items where the Borrowing Library’s record shows EFTS = True
and where the item indicates Epayment at the top of the request will show a Yes in this column.
This field shows up on Grids as the EFTS column, but only if your Library has the EFTS box
checked. It’s a boolean Yes/No field.
DTRE
This is the Date the request was Received. It shows up on Grids as the Recd column. It’s a
Date/Time field.
DTFL
This is the Date action was taken on the request, either filled or not. It shows up on Grids as the
Acted column. It’s a Date/Time field.
DTPD
This is the Date when payment was received from the Borrowing Library, if there is a payment
made. It shows up on Grids as the Paid column. It’s a Date/Time field.
Status
This is the current status of the request. It’s stored in the database as a single letter code but is
normally translated to the full name before being displayed on Grids or other forms.
Code
Displayed As
429.
R
Received
N
Not Filled
F
Filled
I
Invoiced
U
Uploaded to EFTS
P
Paid
It shows up on Grids as the Status column. It’s a text field with 1 character available.
DelMeth
This is the Delivery Method requested (or, if the request is not filled, it contains a code for the
Referral (Rejection) Reason). It’s stored in the database as a single letter code but is normally
translated to the full name before being displayed on Grids or other forms. Filled requests are:
Code
Displayed As
M
Mail
A
Ariel
E
E-mail (both PDF & TIFF)
W
Web (both PDF & TIFF)
F
Fax
K
PickUp
Not filled requests contain the Referral Reason, which will be one of the following:
Code
Value
Description
B
BDY
At bindery
T
CAN
Cancelled
P
COP
Copyright Statement not present
C
CST
Cost exceeds limits
X
EXL
Exceeds copy limit
I
INC
Incorrect citation
L
LAC
Lacking (issue/volume)
S
LOS
Lost
R
NCR
Non-circulating
O
NOS
Not on shelf
N
NOT
Not owned (title)
Y
NYR
Not yet received
D
ORD
On order
H
OTH
Other
W
POR
Poor condition
Z
PRO
In process
Q
UFR
Unacceptable format/routing
430.
U
USE
In use
It shows up on Grids as the Delivery column. It’s a text field with 1 character available.
ISSN
This is the ISSN of the request, if any was included. It’s used to look up the journal title in the
Jrnls Table. The JID field becomes the final arbiter for Journal Title. It shows up on Grids as the
ISSN column. It’s a text field with 9 characters available.
MaxCost
This is MAX COST amount that Borrower is willing to pay. It shows up on Grids as the MaxCost
column. On the Received Grid, items whose Max Cost value is less than the Chrg value are
flagged in red. You’ll get a warning if you attempt to change the Chrg column to a value greater
than MaxCost, but you’ll be allowed to make the change. It’s a Currency field and only accepts
numbers.
SRCE
This reflects the Source through which the request was received. It’s stored in full, rather than as
a single letter, in the database field. Legal values are:
Value
Description
DOCLINE
Requests entered into DOCLINE
OCLC
Requests entered into OCLC
RLIN
Requests entered into the RLIN system
Mail
Requests sent by Mail
Telephone
Requests made by telephone
Fax
Requests made by fax.
Other
Some other locally defined method
It shows up on Grids as the Source column. It’s a text field with 20 characters available.
Invoice
This field contains Invoice Numbers, EFTS Upload File identifiers and Payment Record Numbers
for this item. This allows a lookup of payment information when focus is placed in either the
Status column or the Invoice column and the To Pmts button is clicked, which shows the
Payments Form for deleting or adjusting a payment or Invoice. This column normally appears
only in the Library Billing Grid but can be exposed in any Grid by using the Show All Grid Cols
choice in the Column Context Menu. It’s a text field with 20 characters available.
JID
This is the Journal number associated with this item; it identifies the actual Journal (there are
default JIDs for Monographs and Audio-Visuals), and appears at the top left of the first Tab on the
Edit Journal form. As the primary key of the Journals Table (tblJrnls), it will be unique for each
title. It is normally hidden on Grids (it’s the rightmost column on Lend Grids, but can be exposed
by dragging vertical line in the header of the Invoice column to the right, or by clicking Show All
Grid Cols from the Column Context Menu, and will then appear as the JrnlID column. It’s a
number field and is assigned by the program only.
431.
RushRequest
This field indicates whether the current request is a Rush request or not. It displays as Yes or
No. It shows up on Grids as the Rush column. It’s a boolean Yes/No field.
Extended
This field is a numeric field and has been set aside for future use.
IFM
This field indicates whether the current request is from an IFM Library. If this request is to be
paid using the OCLC IFM system, then the value will be Yes. Each Library record also has an
IFM field. Only items where the Borrowing Library’s record shows IFM = True will show a Yes in
this column. This field shows up on Grids as the IFM column, but only if your Library has its IFM
value set to True. It’s a boolean Yes/No field.
LendBibs Table - QuickDOC.MDB
The tblLendBibs table contain bibliographic and other information related to the item in
tblLendItems by Request Number. Fields are:
BibRQNO
This is the Request Number field, and is the primary key for this table. It associates this record
with the record sharing this Request Number in tblLendItems. It shows up under associated
record displays (by clicking the + sign in the leftmost Grid column) under its complete field name.
It’s a text field, with 14 characters available.
Citation
This field contains Citation information. It shows up under associated record displays (by clicking
the + sign in the leftmost Grid column) under its complete field name. It’s a text field with 50
characters available.
Article
This is the title of the article loaned. It shows up under associated record displays (by clicking the
+ sign in the leftmost Grid column) under its complete field name. It’s a text field with 50
characters available.
Author
This is the author of the article loaned. It shows up under associated record displays (by clicking
the + sign in the leftmost Grid column) under its complete field name. It’s a text field with 50
characters available.
Copyright
This is the Copyright Statement as supplied with the request by the Borrower. It shows up under
associated record displays (by clicking the + sign in the leftmost Grid column) under its complete
field name. It’s a text field with 1 characters available. Values are:
432.
Value
Description
G
Copyright Guidelines
L
Copyright Law
Patron
This is the Patron of the Borrowing Library for whom the request is made. It’s useful mostly as
a reminder to the Borrower on Invoices, etc. This field shows up under associated record
displays (by clicking the + sign in the leftmost Grid column) under its complete field name. It’s a
text field with 50 characters available.
Holdings Table in QuickDOC.MDB
The tblHoldings table contains Holdings information for Journals held at the Library. It’s related
to tblJrnls by the HoldingID field and is intended to be used for automated holdings lookups in a
forthcoming version of QuickDOC. There are 12 fields in the Holdings Table:
HoldingID
HoldingStartVol
HoldingEndVol
HoldingStartYear
HoldingEndYear
HoldingNote
HoldingOnlineStart
HoldingOnlineEnd
HoldingOnlineVendor
HoldingOnlineURL
HoldingOnlineElectDelivILL
HoldingOnlineElectDelivPatron
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