Implementation notes in 14.2

PATCH 6

From 3468 - 3691 (from patch 5 to patch 6)

Following is the description of changes that should be done on customer’s tables/files located under u5X_5 directory and GUI clients as the part of the patch upgrade process.

CLIENT LEVEL

All GUI *exe files should be re-distributed

**FILE ill\tab\ill.ini

VARIABLE
/ DESCRIPTION / ACTION / PRIORITY
Z40StatusSupport /
Fix 3512
Implementation of Z40-STATUS Usage for ILL / ADD:
[Main]
Z40StatusSupport=Y / Special HBZ development Not in the standard package
InItemList /
Fix 3515
In order to enable the ILL librarian to put hold requests on items which are needed for incoming ILL it is now possible to display the items list of the requested material and to put a hold request. (This function is necessary for transferring the books from closed/open stacks to the ILL department).
/ ADD:
[Main]
InItemList=Y / Optional

**FILE ill\tab\eng\message.dat

VARIABLE
/ DESCRIPTION / ACTION / PRIORITY
NoItemsAssociated /
Fix 3515
In order to enable the ILL librarian to put hold requests on items which are needed for incoming ILL it is now possible to display the items list of the requested material and to put a hold request. (This function is necessary for transferring the books from closed/open stacks to the ILL department).
/ ADD:
NoItemsAssociated ALEPH Ill O I There are no items linked to this title. / Optional

**FILE ill\tab\eng\window.dat (3515)

VARIABLE
/ DESCRIPTION / ACTION / PRIORITY
IllIn.Btn.Hold
ItemsList.Title
ItemsList.Btn.Ok
ItemsList.Btn.Cancel
ItemsList.Btn.Help
ItemsList.Btn.Hold /
Fix 3515
In order to enable the ILL librarian to put hold requests on items which are needed for incoming ILL it is now possible to display the items list of the requested material and to put a hold request. (This function is necessary for transferring the books from closed/open stacks to the ILL department).
/ ADD:
IllIn.Btn.Hold H&old
ItemsList.Title Items List of Record %s
ItemsList.Btn.Ok &Expand
ItemsList.Btn.Cancel &Close
ItemsList.Btn.Help &Help
ItemsList.Btn.Hold &Request / Optional

**FILE \Alephcom\tab\alephcom.ini

VARIABLE
/ DESCRIPTION / ACTION / PRIORITY
AutoInputMethod
/ Fix 3514
It is now possible to retrieve items by specifying their call number
(Z30-CALL-NO) instead of their barcodes in ILL / ADD :
[AutoInputItemBarcode]

AutoInputMethod=2

/ Optional
DupCallNo
DupCallNo2
/ Fix 3525
New parameters state that if the call-no (+type) and call-no-2 (+type) are duplicated when duplicating an item from the item list. / ADD :
[ItemForm]
DupCallNo=N
DupCallNo2=N / Mandatory

**FILE \catalog\tab\catalog.ini (3587)

VARIABLE
/ DESCRIPTION / ACTION / PRIORITY

ConvertN

/ Fix 3587
For conversion in the CATALOG module a new possibility has been added:
Instead of converting the records on the PC the whole data file can be send to the server where the conversion can be done by server routines. / ADD:
In order to use the remote conversion add :
ConvertN=TextALPHA,Text,ProgramPath,[Parameter1,Parameter2,...,ParameterN]
ProgramPath: Instead of the local program path enter REMOTE
Parameter1 : entry of pc_tab_cat_conv
example:
Convert13=L,MAB-Daten,REMOTE,MAB / Optional

SERVER LEVEL

GENERAL

A new directory aleph/14.2.heb has been added. All Hebrew Web OPAC files and tables reside here (3570)

***alephe/ aleph_start_505

### all changes should be done manually ###

VARIABLE

/ DESCRIPTION / ACTION / PRIORITY
icelandic_name_support /

Fix 3496

special Icelandic filing for Z303_NAME_KEY:
If the name has more than 2 words, the last word in the name is positioned after the first word. e.g.
display filing
------
Hulda Maria Einarsdottir Hulda Einarsdottir Maria
Hulda Hronn Friobertsdottir Hulda Friobertsdottir Hronn
Hulda Gardarsdottir Hulda Gardarsdottir / ADD:
icelandic_name_support Y / Special development
z40_status_support /

Fix 3512

Implementation of Z40-STATUS Usage for ILL / ADD:
z40_status_support Y / Special HBZ development Not in the standard package
ill_call_no_support /

Fix 3514

It is now possible to retrieve items by specifying their call number
(Z30-CALL-NO) instead of their barcodes in ILL. / ADD:
ill_call_no_support Y /

Optional

update_docx_ref_mlt /

Fix 3535

When the ue_01 checks the contents of a record against the headings in order to update fields because the corresponding authorities have changed it runs now through tab11 and compares every line which has a connection to a authority database with the corresponding field of the record.
Before the ue_01 run through the record and checked every field against tab11.
This has been changed because it was not possible to build two entries from
one field which should be checked against different authorities. / ADD:
update_docx_ref_mlt Y /

Optional

(if the line is not defined, there is no change in the functionality)
ansel_lat2unicode_ids /

Fix 3623

Expansion in character conversion Ansel to Unicode for the
IDS (Switzerland) libraries. / ADD:
ansel_lat2unicode_ids Y / Special development
due_date_format / Fix 3666
Previously Z36-ORIGINAL-DUE-DATE was being changed by renewal. This rep_change lets you keep the Z36-ORIGINAL-DUE-DATE as the actual original due date, if you want. And then it lets you control the what date (recall-due-date / pre-recall-due-date) displays in the Web and GUI for the due-date. / ADD:
due_date_format with one of 4 possible values:
"1": Display a single "effective due date", based on the TAB10-RECALL-METHOD.
"2": Display the recall-due-date, if there is one (even if it~Rs later); otherwise, display the regular due date.
"3": Always display only the z36_due_date; (for recall methods #2 and 3 this would mean that the recall-due-date will never display).*
"4": Display both: the regular due date and (if there is one) the recall-due-d
ate. /

Optional

(if the line is not defined, there is no change in the functionality)

***/alephe/unicode

### all changes should be done manually ###

TABLE

/ DESCRIPTION / ACTION / PRIORITY
tab_character_conversion_line /

Fix 3501

Full package of MARC8_TO_UTF was implemented. / DELETE:
ANSEL_TO_UTF ##### # line_ansel2line_utf
ADD:
MARC8_TO_UTF ##### # line_marc8_2_line_utf
! All occurrences of ANSEL_TO_UTF in the following files should be replaced by MARC8_TO_UTF:
./alephe/www_b_eng/b-print-03
./alephe/www_b_eng/b-manage-18
./alephe/www_b_eng/b-file-12
./alephe/gate/*.conf /

Mandatory

Fix 3559

Full package of UTF_TO_MARC8 was implemented. / DELETE:
UTF_TO_ANSEL ##### # line_utf2line_sb unicode_to_ansel
ADD:
UTF_TO_MARC8 ##### # line_utf2line_marc8 /

Mandatory

Fix 3561

Special (optional) Chinese encoding / ADD:
GBK_TO_UTF ##### # line_sb2line_utf gbk_to_unicode
UTF_TO_GBK ##### # line_utf2line_sb unicode_to_gbk / Special development
ansel_ara_to_unicode
ansel_eacc_to_unicode
ansel_greek_to_unicode
ansel_heb_to_unicode
ansel_lat_to_unicode
ansel_rus_to_unicode /

Fix 3501

Full package of UTF_TO_MARC8 was implemented. / To implement MARC8_TO_UTF package, all tables should be replaced.
Copy tables from a5x_5 to u5x_5
Additionally replace ANSEL_TO_UTF by MARC8_TO_UTF in all services that use char_conv /

Mandatory

gbk_to_unicode
unicode_to_gbk /

Fix 3561

Special (optional) Chinese encoding /

Copy tables from a5x_5 to u5x_5

/ Special development

***/alephe/pc_server_defaults

### all changes should be done manually ###

VARIABLE /

DESCRIPTION

/ ACTION / PRIORITY
ill_expected_return_date /

Fix 3618

If the due date for outgoing ILL requests is calculated using the value of
ill_expected_return_date , the system considers now tab17. If the library is closed the system will choose the next open day. / ADD:
ill_expected_return_date 028 (no of dates) /

Optional

(if the line is not defined, there is no change in the functionality)
use_pc_ip_address /

Fix 3641

Any GUI client can be identified by 2 different IP addresses:
1. As seen by the server
2. As seen by the client and sent to the server by ALEPH protocol.
The 2 do not necessarily match due to VPN or proxy setup.
Patch 2 worked with type 1. From patch 4 the pc_server works with type 2. / To allow backwards compatibility you may define:
setenv use_pc_ip_address N / Optional
due_date_format /

Fix 3666

Previously Z36-ORIGINAL-DUE-DATE was being changed by renewal. This rep_change lets you keep the Z36-ORIGINAL-DUE-DATE as the actual original due date, if you want. And then it lets you control the what date (recall-due-date / pre-recall-due-date) displays in the Web and GUI for the due-date. / See in aleph_start_505 section
(the due_date_format in the www_server defaults is for the Web; and the due_date_format in aleph_start_505 is for batch jobs (and the GUI or WEB if either of the preceding is absent). /

Optional

(if the line is not defined, there is no change in the functionality)

***/alephe/ncip_server_defaults

### all changes should be done manually ###

VARIABLE /

DESCRIPTION

/ ACTION / PRIORITY
ncip_server_defaults /

Fix 3627

The file was added to support new NCIP functionality / Copy from a5x_5 to u5x_5 /

Optional

***/alephe/error_eng/www_heading:

### changes can be done automatically. Refer to upgrade kit results ###

In the file www_heading may be used only HTML definition for quotation mark - ".

HEADING / DESCRIPTION / ACTION / PRIORITY
# 9897 /

Fix 3507

When a new borrower registers himself using the self registration form in WWW OPAC a new delinquency code is automatically assigned - 50 new borrower. The text is now taken from error 9897
in www_heading and is not hardcoded. / ADD:
9897 L New borrower /

Mandatory

# 9898 /

Fix 3563

Changing SDI mechanism to one transACTION / ADD:
9898 L Your online search failed. One of the search targets is invalid. /

Mandatory

# 9565 /

Fix 3668

The creation of SDI request on Web-OPAC frames (/ALEPH) was converted to two transACTIONs, which enables the load of search query in Chinese. / ADD:
9565 L You aren´t permitted to create SDI request. /

Mandatory

***/alephe/error_eng/www_f_heading:

### changes can be done automatically. Refer to upgrade kit results ###

In the file www_heading may be used only HTML definition for quotation mark - ".

HEADING / DESCRIPTION / ACTION / PRIORITY
# 9860 /

Fix 3659

Profile record is now checked each time patron wants to create new SDI request. / ADD:
9860 L You didn´t sign-in, therefore you aren´t permitted to create SDI request. /

Mandatory

***/alephe/error_eng

### changes can be done automatically. Refer to upgrade kit results ###

FILE / DESCRIPTION / ACTION / PRIORITY
check_hold_request /

Fix 3478

Adding a paramter (location 2) to the check_hold_request_k message 6012. / REPLACE:
6012 L item status: $1 $2 location: $3
BY:
6012 L item status: $1 $2 location: $3 ,$4 /

Mandatory

pc_cir_c0445 /

Fix 3484

Checking both due date and due hour to avoid renew. / DELETE:
0051 0001 L Loan cannot be renewed / Mandatory
check_circ /

Fix 3484

Checking both due date and due hour to avoid renew. / ADD:
0163 L * Calculated renewal due date is earlier than today
0098 L Successful renew (override)
0099 L Successful renew
DELETE:
0010 L Successful renew / Mandatory
ill_logger /

Fix 3512

Implementation of Z40-STATUS Usage for ILL / ADD:
1010 0000 L Patron request's status changed to $1. / Special HBZ development Not in the standard package
pc_cat_c0212
pc_cat_c0213 /

Fix 3587

For conversion in the CATALOG module a new possibility has been added:
Instead of converting the records on the PC the whole data file can be send to the server where the conversion can be done by server routines. / Copy from a5x_5 to u5x_5 / Optional
p_export_03 / Fix 3590

Smart Barcode export routine for Iowa

/ Copy from a5x_5 to u5x_5 / Special development
global / Fix 3602
z39_server - fix OPAC record availability Date content:
1.z39_server - fill availablityDate field of OPAC record exactly as we fill Due Date column on Holding Screen in WEB OPAC for local items.
2.WEB OPAC Holdings screen for libraries accessed via z39.50 - put content of availablityDate field of the arrived OPAC record to Due Date column without any editing. / ADD:
8012 0000 L On Shelf / Mandatory
pc_acq_c0503 /

Fix 3628

Rewrite of error 304 / CHANGE:
0304 0016 L E.D.A. missing. To calculate from vendor, enter valid vendor code.
TO:
0304 0016 L Invalid claim date / Mandatory
format_due_date /

Fix 3666

Previously Z36-ORIGINAL-DUE-DATE was being changed by renewal. This rep_change lets you keep the Z36-ORIGINAL-DUE-DATE as the actual original due date, if you want. And then it lets you control the what date (recall-due-date / pre-recall-due-date) displays in the Web and GUI for the due-date.
If you are satisfied with the way due-dates have been working in version
14.2 prior to this fix, then you can ignore it: the default is to continue with things as they are. The only thing you need to do is to implement this fix. More details see in aleph_start_505 section / Copy from a5x_5 to u5x_5 / Mandatory
pc_com_c0161
pc_cir_c0402 /

Fix 3680

Fast Catalog - A check for the format existence of the document in the formats table was added. / ADD:
0027 0000 L Document format doesnt exist in formats table. / Mandatory
pc_item_c0905 /

Fix 3683

Items GUI- Bind - Preventing the binding of non arrived items

/ ADD:
0013 0000 L Item has not yet arrived / Mandatory

***/alephe/header

Run UTIL/H for headers synchronization

***/alephe/www_a_eng

### changes can be done automatically. Refer to upgrade kit results ###

PAGE / DESCRIPTION / ACTION / PRIORITY
sdi-search-new-base / Fix 3563
The SDI mechanism on frames version (OPAC) was based on two transACTIONs to
the www-server. This fix will prevent data conversion and will save some server work. /

Copy from a5x_5 to u5x_5

/

Mandatory

sdi-search /

Fix 3563

See above

/

DELETE:

sdi-search file

/

Mandatory

bor-ill-head / Fix 3575
ILL order number (equals ADM record number) was added to user account in
- Web OPAC: User Info->ILL Requests / ADD
<th class="text3">Order no.</th> /

Mandatory

bor-ill-body / Fix 3575

See above

/ ADD

<td class=td1 valign=top>$0700</td>

/

Mandatory

logout-0 / Fix 3585
The ">" tag has been added to the w.document.write('">'); line / REPLACE:
w.document.write('"');
BY:
w.document.write('">'); /

Mandatory

item-global-head-1 /

Fix 3607

Item link - set focus on the pop-up window

/ ADD:
<body onLoad="window.focus();"> /

Mandatory

history-sdi-0 / Fix 3668
The creation of SDI request on Web-OPAC frames (/ALEPH) was converted to two transACTIONs, which enables the load of search query in Chinese. / Copy from a5x_5 to u5x_5 /

Mandatory

***/alephe/www_f_eng

### changes can be done automatically. Refer to upgrade kit results ###

PAGE / DESCRIPTION / ACTION / PRIORITY
option-lng-nobor
option-lng /

Fix 3570

adding Hebrew to Web OPAC /

ADD:

<br>
<input type="radio" name="P_CON_LNG"
value=HEB
$$0400-C"HEB">Hebrew /

Optional

bor-ill-head / Fix 3575
ILL order number (equals ADM record number) was added to user account.
- Web OPAC: User Info->ILL Requests / ADD
<th class="text3">Order no.</th> /

Mandatory

bor-ill-body / Fix 3575

See above

/ ADD

<td class=td1 valign=top>$0700</td>

/

Mandatory

short-tail /

Fix 3597

In the revised query based on CCL search, for some indexes
the name of the index was not translated into the correct CCL code. / ADD:
<form method=GET ACTION="&server_f">
<input type="hidden" name="func" value="find-c">
<input size=50 name="ccl_term" value="$1100">
</form> /

Mandatory

service-head-tag
short-2-head / Fix 3675
WEB OPAC - The services window did not open and its stylesheet redirection was wrong (exlibris.css instead of aleph.css). / REPLACE:
<link rel="stylesheet" href="&server_httpd/exlibris.css"
BY:
<link rel="stylesheet" href="&server_httpd/aleph.css" /

Mandatory

***/alephe/www_b_eng

### changes can be done automatically. Refer to upgrade kit results ###

PAGE / DESCRIPTION / ACTION / PRIORITY
b-print-03
b-manage-18
b-file-12 /

Fix 3501

Full package of MARC8_TO_UTF was implemented / REPLACE
ANSEL_TO_UTF
BY
MARC8_TO_UTF
in HELP section /

Mandatory

b-ill-03 / Fix 3552

New batch job for ILL – produces a list of items related to ILL requests that have been returned in Circulation, but that not yet have been sent back to the supplier in ILL. Besides, you are able to change the requests' status to have being returned (RT). The list is sorted by vendor.

p_ill_03 works only if z36h records exists. Please make sure that switch 5 in tab10 of

your ADM library is set to "Y" if you would like to use p_ill_03. / Copy from a5x_5 to u5x_5 /

Optional

b-ill-12 /

Fix 3552

New batch job for ILL - lists all outgoing ILL requests that have been provided on the hold shelf, but have not been picked up by the user. This report produces a
list only, no status is changed. p_ill_12 works only if z36h records exist. Please make sure that switch 5 in tab10 of your ADM library is set to "Y" if you would like to use p_ill_12. / Copy from a5x_5 to u5x_5 /

Optional

b-ill-14 / Fix 3552,3649
New batch job for ILL - enables you to update borrower data from ILL supplier data. Included are both name and address information. Please note that in User
data an address of type 01 (permanent address) is required.
The procedure assumes that there are records for suppliers in ILL outgoing
requests and borrowers in ILL incoming requests referring to the same institution. So the data should be identical. For easy maintenance you may use this job in order to change data in the supplier record only and then synchronize the information. This requires corresponding identifiers in
both records: The supplier code (Z70-VENDOR-CODE) is checked against
tab_bor_id.<lng>
If a supplier record does not have a corresponding borrower record, it will be created.
This procedure locks the ALEPH system and should only be run when the library is closed. / Copy from a5x_5 to u5x_5 /

Optional

b-main-2-usm50 / Fix 3552
To link new ILL batch jobs to WWW-STAFF menu / ADD:
<font size=+1<b>General</a</font</b>
<p>
<ol>
<p<li<a href=&server_batch/file/b-ill?P01=b-ill-14 target=error>Synchronize borrower data with supplier data (ill-14)
</a>
</ol>
<li<a href=&server_batch/file/b-ill?P01=b-ill-03 target=error>List of Items returned in Circulation (ill-03)
</a>
<li<a href=&server_batch/file/b-ill?P01=b-ill-12 target=error>Clear List (ill-12)
</a> /

Optional

b-sub-library-select-with-aleph-usm50 /

Fix 3552

To implement new ILL batch jobs

/ Copy from a5x_5 to u5x_5 /

Optional

b-manage-160
b-manage-170 /

Fix 3622

parallel version of manage_16 and manage_17 - manage_160 and manage_170.
manage_160 does not create a report. It only updates headings / Copy from a5x_5 to u5x_5 /

Optional

b-main-2 /

Fix 3622

To link new services manage_160 and manage_170 to WWW-STAFF Menu / ADD:
<li<a href=&server_batch/file/b-opac?P01=b-manage-160 target=error>Alphabetize Headings - Setup (manage-160)</a>
<li<a href=&server_batch/file/b-opac?P01=b-manage-170 target=error>Alphabetize Long Headings (manage-170)</a> /

Optional

b-file-20 /

Fix 3651

It is now possible to use character conversion for loading. Therefore
an additional parameter has been added: CHAR-CONV. Please add the character
conversion from tab_character_conversion_line as 7th parameter.
Example:
csh -f $aleph_proc/p_file_20 EXU50,patrons.plif,patron_update_rpt,Y,%,+,8859_1_
TO_UTF / ADD:
<TR>
<TD>Character Conversion</TD>
<TD<INPUT size=20 maxlength=20 name="F06" value=""</TD>
</TR>
REPLACE:
<TD WIDTH="35%">Run Time<FONT COLOR="#C0C0C0"&nbsp;</FONT</TD>
<TD<SELECT name=F06
BY:
<TD WIDTH="35%">Run Time<FONT COLOR="#C0C0C0"&nbsp;</FONT</TD>
<TD<SELECT name=F07
REPLACE:
</SELECT&nbsp;at <INPUT size=2 maxlength=2 name="F07" value="00"&nbsp;
o'clock
BY:
</SELECT&nbsp;at <INPUT size=2 maxlength=2 name="F08" value="00"&nbsp;
o'clock
REPLACE:
<TD>Print ID</TD>
<TD<INPUT size=31 maxlength=10 name="F08" value=""</TD>
BY:
<TD>Print ID</TD>
<TD<INPUT size=31 maxlength=10 name="F09" value=""</TD> /

Mandatory