Inmagic^® Genie Version 2.00 README File

Note that your organization may have customized the Inmagic^® Genie application, including changing the names of fields and boxes. This README file refers to entities on the Genie graphical user interface (GUI) by their default names.

About Genie

Textbases provided with the application

Pointing to the Genie textbases
About the sample textbases

Accessing the application

For library staff
For end users

Functions performed with CS/TextWorks

To open a Genie textbase using CS/TextWorks
To import MEDLINE XML files

Where do I start?

About this Release

What's New in this Version?

Issues Resolved

Documentation and Help Resources

Contacting Inmagic and Communicating with Other Users

About Genie

This section provides you with information on how to start with the Inmagic^® Genie application.

Textbases provided with the application

Genie has a number of textbases that are designed for the unique needs of information professionals.

Important! Due to the intricate coding and functions that make the application work, you should not delete or hide any of the fields in these textbases. For the same reason, you should not assign passwords to these textbases (except GENIEKEY). You must not rename the Genie textbases. The application works only with the textbases provided.

CATALOG. Use to catalog information resources (no matter what kind) and as an online catalog for your end users.

BORROWER. Use to store the names and addresses of the users of your information center.

ILL. Use, in conjunction with the ILLENDER textbase, to manage interlibrary loan requests.

ILLENDER. Use, in conjunction with the ILL textbase, to store the names, addresses, and policies of the organizations that loan materials to you.

ITEMS. New as of version 2.00. Use to contain information about physical copies (for example, bar codes, location, and so forth). The ITEMS textbase makes it possible to do multi-branch lending. Loans will now circulate items, not titles. This textbase also supports circulation of Serial issues.

GENIEKEY. New as of version 2.00. Use to support the security feature for the application.

LOANS. Use to track circulation of information resources.

ORDERS. New as of version 2.00. Use to create and receive orders, and to claim materials not received. Previously this information was included in the CATALOG textbase; as of version 2.00, this information is now in its own textbase. The ORDERS textbase contains fields moved from the CATALOG textbase as well as several new fields of its own.

RESERVES. New as of version 2.00. Use to keep track of your reserve list. There is one record per reserve, which is a person waiting for an item. Previously this information was included in the CATALOG textbase; as of version 2.00, this information is now in its own textbase.

SERIALS. Use as a serials management tool, to check in recently received issues, route them, or claim them from the supplier when they have not been received.

SUPPLIER. Use to store the names and addresses of all your suppliers.

CATALOG contains one record for each title (book, journal, and so forth) in the library. Transactions involving the individual copies are managed in separate textbases (SERIALS and LOANS).

Links between the CATALOG, BORROWER, ITEMS, LOANS, ORDERS, RESERVES, SERIALS, and SUPPLIER textbases allow information to be shared among the textbases, without requiring duplication of effort. Separating the loans and serials transactions from the online catalog can improve response time for all users of the library system.

Other links among the other textbases are designed to reduce or eliminate redundancy of information. For example, borrower names are stored in the BORROWER textbase, but they can be accessed from the CATALOG, ILL, LOANS, ORDERS, and RESERVES textbases.

The ILL textbase has a link to the ILLENDER textbase (to get the lender name) and a link to BORROWER (to get the borrower name), but no links to any other textbases. ILLENDER does not have any links to any textbases. None of the other textbases link to ILL or ILLENDER.

After you install the textbases on your Microsoft SQL Server (a manual part of the Genie installation process) and set up appropriate security settings for the textbases and Windows permissions for Genie users, all you have to do is load your own records into the textbases. Typically, you may load the initial set of records into the application through the bulk import function in Inmagic^® CS/TextWorks (which is a component of Inmagic^® Content Server). Thereafter, you can add records through the Web. Once records are loaded, you and your end users can start searching your catalog to find records, reserve items, order materials, route serial issues, display and print the results, and much more through a Web browser.

Pointing to the Genie textbases

Note that during the installation process, Setup may have updated the ICSWEB.INI file to point to the empty Genie textbases. If you restored the provided backup file sets to the recommended location, this would be C:\Program Files\Inmagic\Genie\Textbases. If the sample textbases were installed and you want to use them to become familiar with Genie, you must update the ICSWEB.INI file to point to the sample textbases. If you restored the provided backup file sets to the recommended location, this would be C:\Program Files\Inmagic\Genie\Textbases\Sample. The ICSWEB.INI file is located in the installation folder for Inmagic^® CS/WebPublisher PRO (which is a component of Inmagic^® Content Server). You may have to work with the Web server administrator to update the ICSWEB.INI file.

Remember to update the ICSWEB.INI file to point to the real Genie textbases after you are done with the sample textbases. You cannot point to the real and sample textbases in the ICSWEB.INI file at the same time; only one set of Genie textbases can be specified in the INI file.

Note that if, while trying to update the ICSWEB.INI file, Setup detected any textbase with the same name as a Genie textbase, Setup did not update the ICSWEB.INI file for the Genie application. You will have to update the ICSWEB.INI file yourself. Use a text editor (such as Microsoft Notepad) to update the ICSWEB.INI file. Before doing this, ensure that the existing textbase(s) with the same names are not in production (actively being searched through Web browsers). If they are, the name collision will have to be resolved, perhaps by renaming your existing textbases.

About the sample textbases

The installation CD-ROM or download (depending on how you receive the product) includes a set of the Genie textbases containing sample data. If the sample textbases were installed, then you can use them to familiarize yourself with the functions and reports in the Genie application.

Regarding pointing Genie to the set of textbases you want to use, see Pointing to the Genie textbases.

Accessing the application

After you have completed the installation of the Genie software and textbases (per its installation notes document), you can access the application through Microsoft Internet Explorer version 6.0 or later with cookies enabled.

Out of the box, access to the Genie application is controlled through the roles available for the application.

An administrator can do everything possible in Genie.
A cataloger can do everything an administrator can do except manage the security and login functions.
An information center staff member can do everything a cataloger can do except delete records; add or edit Catalog, Order, or Item records; or configure e-mail settings.
An end user of your Genie application can search your catalog and view Summary or Full Display pages (the latter can optionally include circulation information) and use the InfoCart (for example to request, print, download, or send as e-mail a selected list of items). Note that the list of actions exposed in the InfoCart can be limited to suit the library's preferences.

Note: We suggest you use a minimum screen resolution of 1024 x 768 pixels on your Web browser machine, which you can set through the Windows Display Properties dialog box.

For library staff

Open Internet Explorer version 6.0 or later and point to http://WebServerName/InmagicGenie. Fill in the host name of your Web server where the Genie Web application resides. The InmagicGenie virtual directory would have been created when the Genie application was installed.

Regular library staff:

Username = staff
Password = See your library administrator for the password.

Cataloger staff:

Username = cataloger
Password = See your library administrator for the password.

Administrator staff:

Username = admin
Password = See your library administrator for the password.

Note: See the Inmagic Genie Security Notes for the out-of-the-box username/password combinations. The person who installed Genie also knows the default username/password combination for the Administrator. We recommend you change the passwords at your earliest convenience. To change a login name or password, use the Manage Security & Logins function (choose Other>Manage Security & Logins) and see the Inmagic Genie Security Notes.

For end users

With Internet Explorer version 6.0 or later with cookies enabled, end users can search your catalog and view Summary or Full Display pages (the latter can optionally include circulation information). They can also request, print, download, or send as e-mail a selected list of items. Note that the list of actions exposed in the InfoCart can be limited to suit the library's preferences.

Create a link on your intranet/extranet pointing to http://WebServerName/InmagicGenie/opac.aspx.

Fill in the name of your Web server where the Genie Web application resides. The InmagicGenie virtual directory would have been created when the Genie application was installed.

Functions performed with CS/TextWorks

This section tells you how to perform functions for the Genie application through CS/TextWorks.

To open a Genie textbase using CS/TextWorks

Open CS/TextWorks. For example, from the Start menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks.
Open a Genie textbase, choose File>Open and navigate to where your Genie textbases are located and select one of them (for example, Catalog.CBA).

You will have to use CS/TextWorks to do the following:

Add fields to the internal forms used in conjunction with the MyReports.CONFIG file. For more information, see the Inmagic Genie Technical Notes.

Import records converted using the MARC Transformer for Inmagic Content Server. To learn how to convert records, see the documentation provided with that product.

Edit validation lists. To learn how to do this, see the online help for Content Server.

Note: End users can override and update validation lists when editing records depending on which SOAP files were selected during installation.

Change field names or add fields in Genie textbases. To learn how to do this, see the online help for Content Server and the Inmagic Genie Technical Notes.

Import MEDLINE XML files. See the next section.

To import MEDLINE XML files

The Genie application includes a transform that you can use to import MEDLINE XML files. A bibliographic database created by the U.S. National Library of Medicine (NLM), MEDLINE (Medical Literature, Analysis, and Retrieval System Online) contains references to journal articles in life sciences, especially in the area of biomedicine. You must perform these steps in CS/TextWorks.

Open CS/TextWorks. For example, from the Start menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks.
Open the Genie CATALOG textbase. For example, choose File>Open and navigate to where your Genie textbases are located and select Catalog.CBA.
Choose File>Import and select the file containing the MEDLINE XML records on the Select Import File dialog box.
On the Import Options dialog box, do the following:

On the File Import tab:

Select the XML option button.
Select the Specify XSL Transform in File option button.
Click the Select Transform File button and the MEDLINE.XSL file (which is installed in the Textbases subfolder).

On the Validation tab: Select the Accept Overrides & Update Validation Lists or Accept Overrides option button, as applicable. We recommend you accept overrides because one of the fields populated from the MEDLINE records is the CatSubjects field in the CATALOG textbase. It has an associated validation list. If you do not accept overrides, the incoming records will most likely be rejected.

Click OK.
Review the settings you selected on the message box that appears, and click Yes if your settings are correct.
Click OK to dismiss the completion message.

Tip! Some MEDLINE records may not adhere to the MEDLINE DTD, which results in a malformed XML file. If the incoming XML file contains flaws, the entire file may be rejected, not just the flawed records within it. If this occurs, try downloading smaller sets of records in an attempt to isolate and exclude the flawed records.

Where do I start?

To start, you may want to do the following:

Add records to the textbases. You can do this manually in Genie. (Alternatively, you can import your records from an ASCII text file with CS/TextWorks [choose File>Import].)
Set up the e-mail function if you plan to use it. See the Web-based online help for the Genie application.
Perform your routine library operations. Use the data-entry tips for the Genie graphical user interface as needed. Look at the help topics for specific functions for which you may want guidance. When you do a search, click the Help link in the Search Tips area to access to a help topic that provides details on the various methods you can use to perform a search.
Use the various configuration files to change the Genie interface (for example, add boxes to search pages or change report formatting). To learn how to use these configuration files, see the Inmagic Genie Technical Notes. This document, an HTM file, resides in the Documentation subfolder of the main Genie installation folder (for example: C:\Program Files\Genie\Documentation).

After installing the software and loading your records into the textbases, you and your end users are ready to use the Genie application. End users can use it to search your online catalog. Library staff can use it to perform functions related to catalog, serials, loans, suppliers, borrower maintenance, and interlibrary lending. The graphical user interface for the Genie application is straightforward and intuitive.

Remember that the Genie application provides you with sample textbases that contain sample records with which you can practice using the product.

About this Release

Inmagic Genie now has much more functionality accessible through the Web. While the Genie application continues to utilize the power of Inmagic Content Server as its base, routine functions are now Web-based.

This README file focuses on the Web-enhanced changes in the Genie application. Topics specific to the desktop are so marked. Note that screens and forms not used with the Genie Web interface have been removed from the Genie textbases.

What's New in this Version?

This section is for upgrade customers.

Genie version 2.00 has many new and enhanced features, specifically for use when you access the application through the Web. Each feature is discussed briefly here. Where applicable, you are directed to documentation containing more information.

Multi-branch libraries now supported. To enable this functionality, we revised the data architecture for the Genie application. A major addition is that the application now has these new textbases: ITEMS, ORDERS, and RESERVES. New GUI pages and reports are available for these new textbases, and established GUI and reports have been updated to interact with the new textbases as necessary.

The ITEMS textbase is for information about a physical item that needs to be tracked, either for lending or inventory purposes. For customer sites that are upgrading from version 1.20 to version 2.00, the upgrade path will move item-specific information from the CATALOG textbase to the ITEMS textbase and/or SERIALS textbase. See the upgrade notes for version 2.00. Note also that this means that in order to make an item available for lending, you have to create an Item record. The Bar Code field is now in the Item record, not the Catalog record as it was previously.
The ORDERS textbase is for creating orders, receiving orders, and claiming materials not received. For customer sites that are upgrading from version 1.20 to version 2.00, the upgrade path will save your current purchasing activity. See the upgrade notes for version 2.00.
The RESERVES textbase is for reserve list (also known as waiting list) requests. For customer sites that are upgrading from version 1.20 to version 2.00, the upgrade path will save your currently active reserve list information. See the upgrade notes for version 2.00.

New security feature and new GENIEKEY textbase. Genie security is now supported through the new GENIEKEY textbase. In addition to the previous roles of Public, Staff, and Administrator, there is now a Catalogers role. See Accessing the application for more information about these roles. You can also set up logins for individual users, and create and assign users to groups that limit Catalog queries to specific sites. See the Inmagic Genie Security Notes for more information about Genie security.
Interlibrary loans now supported through the Web. The ILL and ILLENDER textbases are now available through the Web. New GUI pages and reports are available for these textbases, as well as the addition of an "Interlibrary Loans" menu on the new Genie navigation bar.
All textbase field names now begin with a corresponding textbase prefix and use no embedded spaces, hyphens, or underbars. For example, in the CATALOG textbase, Corporate Author is now CatCorporateAuthor. In addition, all textbases now contain these fields: ID (Automatic Number), DateCreated (Automatic Date), and DateModified (Automatic Date). For example, there is now a BorrID, CatID, ILLID, ILnID, ItemID, LoanID, OrdID, ResID, SerID, and SuppID field in the respective textbases.
There is now support for using your Windows credentials to bypass the Genie login page. For more information, see the Inmagic Genie Security Notes.
Expanded navigation bar. The new navigation bar is always available to let you access any function available to you. The navigation bar now includes "Orders" and "Interlibrary Loans" menus.
Taskpad eliminated. Previously, after you logged in, you had to select from a taskpad to access a function in the application. Now after you log in, you go directly to the application. Out of the box, you would go to the Catalog Search page. However, you can configure this to be another page. To learn how to do this, see the installation notes for the application or the Inmagic knowledgebase.
Enhanced and new configuration files, and a new way to use them. In addition to what you have been able to do through the configuration files before, the enhanced and new configuration files now let you configure more of the Genie application. To learn how to use these configuration files, see the Inmagic Genie Technical Notes.

Version 2.00 provides you with these configuration files:

MyGenie.CONFIG, which was available in previous versions of the application without the "My" prefix. Use it to change general settings for the application. In addition to what you could do before, for example, you can now change the items for the drop-down list for various fields (such as the term of a loan).
MyGenieFieldMaps.CONFIG, which was available in previous versions of the application without the "My" prefix. Use it, as in previous versions, to change field attributes.
MyLabels.CONFIG is a new configuration file. Use it to set up your own printed label formats for use in the Catalog InfoCart.
MyNavbarMenuData.CONFIG is a new configuration file. Use it to configure the look of the navigation bar. For example, you can change or hide the icons on the navigation bar.
MyQueries.CONFIG is a new configuration file. Use it to configure search pages. You can specify which query boxes appear on each search page; which fields each box searches; and formatting, such as the box label text and whether a Browse button appears.
MyReports.CONFIG is a new configuration file. Use it to specify what information can appear on report pages, including user-defined fields. For example, you can use the MyReports.CONFIG file to hide borrower, reserves, and item information from the OPAC.

The installation process for new customers will install all these configuration files for you. For upgrade customers, the installation process will install the MyLabels.CONFIG, MyNavbarMenuData.CONFIG, MyQueries.CONFIG, and MyReports.CONFIG files.

Note that you will also get these same configuration files without the "My" prefix. See the next bullet.

Use the My*.CONFIG files when you want to change a setting in a configuration file. As of version 2.00, the application looks for configuration changes in the My*.CONFIG files first. Always use the My*.CONFIG files to customize the application for your purposes. For example, if you want to make a change to a report, make your change in the MyReports.CONFIG file. Do not make any changes to the configuration files without the "My" prefix. These non-My configuration files are for fall-back purposes. (For example, in case you need to revert to the original settings, you can copy a non-My configuration file and rename it with the "My" prefix.) If the application does not find the My*.CONFIG files, it will use the non-My .CONFIG files. Using the My*.CONFIG files will allow your customizations to survive future upgrades.
Configuration files are now located in the new ConfigFiles subfolder. For easier access, these .CONFIG files now reside in the new ConfigFiles subfolder of the main Genie installation folder (for example: C:\Program Files\Genie\ConfigFiles).
MyGenieFieldMaps.CONFIG file now lets you: Control the wording of the history links (also known as breadcrumbs) and page headings on each page.
MyGenie.CONFIG file now lets you:

Add your corporate logo to your OPAC.
Set up the new upload document and image files feature.
Make configuration settings that previously was done through the Web.CONFIG file. See also the next bullet.

The Web.CONFIG file is no longer used to configure the application. Configuration settings specific to the application that were previously set through the Web.CONFIG file are now set through the MyGenie.CONFIG file.

New boxes on Add/Edit Catalog Record page: "Alternate Title," "Editor," "Language," "Status," and "URLNotes." Information from these boxes appears on the Catalog Full Display page if information is available.
Improved error messages for e-mail functionality. Error messages have been made clearer and provide more information when possible.
Validation and index list browsers now automatically select the first item in the list when the pop-up window opens.
About box now available. The About box shows you the product's version number and serial number, and information about the logged-in user. To open this pop-up window, click the About Genie link on the Genie navigation bar.
Improved look of search pages. These pages now look cleaner. History links (or breadcrumbs) and extraneous text have been streamlined or removed.
You can now add a "Location" drop-down list to the Catalog and OPAC search pages. You can use the query filter feature to add a Location drop-down list to the bottom of the Catalog and OPAC search pages. In a multi-branch library, this feature lets the end user specify the branch or location in which to limit the search. To learn more about this feature and how to set it up, see the section on the MyGenie.CONFIG file in the Inmagic Genie Technical Notes.
The online help has a new Web-based interface. The InmagicGenie.HLP and InmagicGenie.CNT files, provided with previous versions of the application, are no longer included with the product. See also the next bullet.
Electronic copies of the documentation provided with the product are now located in the new Documentation subfolder of the main Genie installation folder. For example, this path may be C:\Program Files\Genie\Documentation. The exception is the new Web-based online help file, which resides in a separate WebHelp subfolder. For example, this path may be C:\Program Files\Genie\WebHelp.
The following enhancements are related to reports. To learn more about them or learn how to set them up, see the section on the MyReports.CONFIG file in the Inmagic Genie Technical Notes, unless otherwise noted.

The formatting of the textbase Summary and Full Display pages is now controlled by the MyReports.CONFIG file and generated using .ASPX pages.
Version 2.00 has many reports and has a new print control that generates printer-friendly reports. To see a listing of the reports, see the MyReports.CONFIG file.
You are now able to specify which reports appear in the drop-down list for each textbase.
The new Print control can insert page breaks, so, for example, the order for each supplier or routing list for each serial appears on a separate page. This permits batch printing of overdue notices, routing lists, and so forth.
Field labels on the textbase Full Display pages are now configurable. This is now possible through the MyGenieFieldMaps.CONFIG file and/or MyReports.CONFIG file. To learn how to do this, see these sections in the Inmagic Genie Technical Notes.
You can now include one or more user-defined fields (UDF) for the BORROWER, CATALOG, ILL, ILLENDER, ORDERS, and SUPPLIER textbases. The other textbases have no accommodation for adding UDFs. Previously, this was only possible for the Full Display page for the CATALOG textbase. To learn more about this, see the section on the MyGenieFieldMaps.CONFIG file in the Inmagic Genie Technical Notes.
You are now able to specify a "See Also" search link on any field. To learn how to do this, see the section on the MyReports.CONFIG file and the TreatAs attribute in the Inmagic Genie Technical Notes.

The following enhancements are related to reserves:

When checking out an item, if it is to a borrower on the reserve list for the item, the application removes that name from the list.
You can now specify that a reserve be for the title at any location (branch), for the title at a specific location, or for a specific copy (bar code) of the title.

The following enhancements are related to the InfoCart:

You can now print labels through the use of the InfoCart. To learn how to do this, see the "Use the InfoCart" topic in the Genie online help.
The InfoCart link under the Catalog menu is now always available on that menu regardless of which page you are currently on. Previously, the InfoCart link was only available on the Related Tasks menu when you selected one of the options in the Catalog section of the taskpad. Now, for example, if you have the Search Borrowers page open, when you open the Catalog menu, the InfoCart link appears in the menu list.
The CatCallNumber field has been added to the default InfoCart e-mail format. This information may help a librarian find a requested book.
You can now specify which fields to include in InfoCart output. You do this through the MyGenie.CONFIG file. To learn how to do this, see the Inmagic Genie Technical Notes.

For the BORROWER textbase, the Add/Edit Borrower page has new "Mail Stop" and "Country" boxes. Both are free-text boxes. Country information also appears on the Borrower Summary and Full Display pages when available.
The following enhancements are related to the CATALOG textbase or information about Catalog records:

A "Publication Date" box has been added to the OPAC and the Catalog Search pages.
Information from the ITEMS and RESERVES textbases appears on the Catalog Full Display page if available for a record.
"Date Cataloged" and "Date Approved" boxes are now available on the Add/Edit Catalog Record page on the Physical tab.
The Order Info tab no longer appears on the Add/Edit Catalog Record page. Use the new ORDERS textbase now for information about orders.
The Class field is now called CatCallNumber in the CATALOG textbase.

The following enhancements are related to the LOANS textbase or information about Loan records:

The "Term of Loan" box is now configurable on the Check Items Out page and Edit Loan Record page. For example, you can set your own loan term value through the MyGenie.CONFIG file. To learn how to do this, see the Inmagic Genie Technical Notes.
You can now hide "active" loan information for the OPAC. To learn how to do this, see the section on the MyReports.CONFIG file and the ShowBorrowerInfo and ShowItemInfo attributes in the Inmagic Genie Technical Notes.
The Loans Overdue Notices page now has a Print button that prints all the overdue items for each user on a separate page. This is a new alternative to sending overdue notices via e-mail.
The Class for History field in the LOANS textbase has been eliminated. Certain reports (for example, Loans Statistics By Class) now automatically display the first word of the CatCallNumber field in the CATALOG textbase.
The Check Items Out page has new View Information links.

"Borrower" shows the borrower's privileges and any active loans. This lets you, for example, limit the number of items a borrower can have checked out at any one time.
"Items" shows the title and any loan policy for the item.
"Reserves" shows any active reserves for the listed items.

The following enhancements are related to the SERIALS textbase or information about Serial records:

A "Routing List" box has been added to the Set Up Serial Arrival Pattern page.
The Set Up Serial Arrival Pattern functionality now reads the issues per volume information from the Catalog record.
The Create Serial Record link on the Serials tab of the Edit Catalog Record page now reads Supplier and Start/Expiration/Renewal Date information from the most recent Order record.

The following enhancements are related to the SUPPLIER textbase or information about Supplier records:

A SuppCountry field has been added to the SUPPLIER textbase.
"Country" and "Account Number" boxes have been added to Add/Edit Supplier Record page.
The "Supplier" box now has a drop-down list on the Edit Serial Record page and the Set Up Arrival Pattern page. Previously it was a single-line field.

Issues Resolved

This section is for upgrade customers.

Genie version 2.00 addressed the following issues. The applicable Inmagic Software Problem Report (SPR) number follows each item listed.

Many issues were resolved with the change in architecture for the Genie application.
Focus for InfoCart-related page goes to the first box on that page after you receive an error message. For example, you will get an error message if you forget to include an e-mail address when you try to send the contents of the InfoCart. After the appearance of the error message, focus goes to the first box on the InfoCart-related page. [996]
Routing slips printed from the Edit Serial Record page now have routing list names on separate lines. In version 1.20, they were unintentionally changed to appear on one line separated by semicolons. [1192]
The Catalog and OPAC Full Display pages now show Corporate Author (when data is available). Previously this data was not showing even when it was available. [1314]
The Check Items Out function has more informative error message if a borrower name is not found. [1652]
On the Serial Search Results page, the "Next Issue Due" label now does not appear if the associated "Issues Expected" field is empty. [1656]
Links on the navigation bar work when you click the corresponding icons. Previously this was not the case. [1764]
Clicking "Reset" on the Loan Search page no longer causes problems with report formatting. [2728]

Documentation and Help Resources

The following table lists the documentation and help resources for the Genie application. You received electronic copies of the Genie documentation set when you installed the application. You will find them in the Documentation subfolder of the main Genie installation folder. In addition, you can access the documentation set through the Inmagic Customer Extranet at http://support.inmagic.com/downloads/extranet.html.

Note that the Content Server product has its own set of resources; see the README file for that product.

Resource	Description
Installation Notes	For new installation customers, this document describes how to install the application. An electronic version of this document, InmagicGenieInstallNotes.PDF, is available on the installation CD-ROM or when you download the product.
Upgrade Notes	For upgrade customers, InmagicGenieUpgradeNotes.PDF describes how to upgrade to version 2.00 from an older version of the product. An electronic version of this document is available when you download the upgrade.
README File	This document, ReadmeInmagicGenie.HTM, is for both new and upgrade customers. For new customer, it tells you how to access the Genie application and other information a new customer may want to know. For upgrade customers, it tells you what is new with this version of the product and lists issues resolved from the previous release. For both types of customers, it tells you any late-breaking information. This file is also available on the Genie installation CD or when you download the product.
Online Help File	The Web-based online help file provides you with help topics that tell you how to perform certain functions in the application. To access the help file, choose Other>Help Topics.
Technical Notes	This document, InmagicGenieTechNotes.HTM, explains how to make changes that affect the Genie application (for example, how to change field properties, how to configure the InfoCart, how to change the navigation bar, how to change reports). This file is also available on the Genie installation CD. It is also available from the Inmagic Technical Information page, which you can also access through the Inmagic Customer Extranet.
Security Notes	This document, InmagicGenieSecurityNotes.HTM, is for the Administrator of the Genie application. It tells you how security works in the application.
Knowledgebase	Use the Inmagic Technical Support knowledgebase on the Web to search for solutions to common problems and explanations for error messages. To access the knowledgebase, go to the Inmagic Customer Extranet.

Contacting Inmagic and Communicating with Other Users

For help, you can contact Inmagic, Inc. or your local Inmagic dealer. You can also communicate with other Inmagic users.

If you have a maintenance agreement, please have your customer ID ready, and try to be at your computer when you call. If that is not possible, note exactly what you were doing when you encountered the problem, the exact text of any error messages you received, and your software version numbers and serial numbers. (For the Genie serial number, click the About Genie link on the Genie navigation bar. For the Content Server serial number, open CS/TextWorks and choose Help>About CS/TextWorks.) If you do not have a maintenance agreement, you can contact Inmagic Customer Service to purchase one.

Inmagic, Inc.

200 Unicorn Park Drive

Fourth Floor

Woburn, MA 01801 U.S.A.

Tel: 781-938-4444 or 800-229-8398

Fax: 781-938-4446

http://www.inmagic.com

support@inmagic.com	- technical support questions
CustomerSvc@inmagic.com	- general company, product, and services questions
sales@inmagic.com	- sales, product pricing, and custom solution questions
wishlist@inmagic.com	- feature requests

If your message is intended for a particular person at Inmagic, Inc. (for example, a Technical Support representative who is expecting the message or files), please include the name of that person in the subject and in the message.

Communicating with Other Users

You can participate in user-to-user discussions through an Inmagic forum on the Web. Note that the forums are not an official customer or technical support channel for Inmagic products. To participate in a forum, go to the Inmagic Customer Extranet at http://support.inmagic.com/downloads/extranet.html.

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Inmagic® Genie Version 2.00 README File

Contents

About Genie

Textbases provided with the application

Pointing to the Genie textbases

About the sample textbases

Accessing the application

For library staff

For end users

Functions performed with CS/TextWorks

To open a Genie textbase using CS/TextWorks

To import MEDLINE XML files

Where do I start?

About this Release

What's New in this Version?

Issues Resolved

Documentation and Help Resources

Contacting Inmagic and Communicating with Other Users

Communicating with Other Users

Inmagic^® Genie Version 2.00 README File