Inmagic® Genie Version 3.00 README
File
Copyright © 2004–2006 Inmagic, Inc.
All rights reserved.
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.
Contents
About Genie
What's New in this
Version?
Issues Resolved
Documentation and Help
Resources
Contacting Inmagic and
Communicating with Other Users
This
section provides new customers with information about the Inmagic Genie
application and how to start using it. Upgrade customers may want to start with
What's New in
this Version?.
The Genie
textbases 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.
- BORROWER. Use to store
the names and addresses of the end users of your information center.
- CATALOG. Use to
catalog all kinds of information resources and as an online catalog for
your end users.
- GENIEKEY. Use to
support the security feature for the application.
- 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. Use to
store information about physical copies (for example, bar codes, location,
and so forth). The ITEMS textbase makes it possible to do multi-branch
lending. Loans circulate items, not titles. This textbase also supports
circulation of Serial issues.
- LOANS. Use to
track circulation of information resources.
- ORDERS. Use to
create and receive orders, and to claim materials not received.
- RESERVES. Use to
keep track of your reserve list. There is one record per reserve, which is
a person waiting for an item.
- 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.
- TOC. Use to store the file names and
(optionally) full text of Table of Contents images or documents.
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 textbases allow information to be shared, without requiring
duplication of effort.
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 directly with the Genie application.
Once records are loaded, library staff and end users can start searching your
catalog to find records through the Genie application. Library staff, in
addition and depending on any permission settings that may be in place, can
reserve items, order materials, route serial issues, display
and print the results, and much more.
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 the Genie application, 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.
Important! 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, by renaming your existing textbases.
The installation CD-ROM or electronic 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 the Genie application 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.
- Administrators
can do everything possible in the Genie application.
- Catalogers
can do everything administrators can do except manage the security and
login functions.
- Staff
can do everything catalogers can do except delete records; add or edit
Catalog, Orders, or Items records; or configure e-mail settings.
- Public
(end users 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 application resides. The InmagicGenie virtual directory was created when the Genie
application was installed.
Log in
by typing a valid user name and password. Note that the role login names can be
changed by the administrator.
- Regular library staff:
- Username =
staff
- Password =
See your library administrator for the password.
- Catalogers:
- Username =
cataloger
- Password =
See your library administrator for the password.
- Administrators:
- 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. 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 and 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 application resides. The InmagicGenie virtual directory was created when the Genie
application was installed.
Functions
performed with CS/TextWorks
There
are several functions that require using CS/TextWorks. This section tells you
how to perform these functions.
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 in
or add fields to 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.
To open a Genie
textbase on the desktop
- Open CS/TextWorks. 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).
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. From the Start
menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks.
- Open the Genie CATALOG
textbase. Choose File>Open, 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:
- 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 was installed
in the Textbases subfolder of the main Genie installation
folder).
- 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 the Genie application. 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. To learn how to do this, see the Genie online help.
- Set up the security model you plan
to use. To learn how to do this, see the Inmagic Genie Security Notes.
- Perform your routine library
operations. Use the data-entry tips provided on the Genie
application. Look at the help topics for specific functions for which you
may want guidance (for example, how to set up an arrival pattern, how to
add someone to a reserve list). When you do a search, click the Help
link in the Search Tips area to access 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.
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.
Genie version 3.00 has
many new and enhanced features. Each feature is discussed briefly here. Where
applicable, you are directed to documentation that has more information.
Editing improvements
- Configurable Edit screens. All Genie edit screens are now user configurable. As
part of this feature, the ability to control when [Browse] links and
required field red asterisks appear has been moved out of the GenieFieldMaps.config file and into the new EditScreens.config file.
- Significant performance
improvement. Saving a Catalog
record is up to 10 times as fast.
- Edit pages support persistent
values. As part of
configurable edit screens, you can specify that the item in a specific
field should "persist". Each time you create a new record,
the box will automatically be populated with the last value you typed in
that field.
- Duplicate button on edit
screens. A duplicate button is
now available on edit screens for copying Catalog, Item, and Serial
records.
OPAC improvements
- “My Genie”. End users can see information specific to themselves, such as
contact information, their open loans, their active reserves, etc. What
they can see is configurable.
- Change/remove Genie branding.
End user screens now support
the ability to remove or replace the Genie branding.
- Firefox browsers
supported. Firefox
browsers can be used in Genie when searching or viewing records. The library
staff should continue to use Internet Explorer when editing.
Workflow enhancements
- Statistics Page. A configurable statistics page that permits the administrator to
specify a list of searches to perform (for example, overdue loans, overdue
serials, active reserves) with links to View or Print the results, or
E-mail them to the appropriate Borrowers or Suppliers
- BookWhere
MARC import support. Genie
permits you to upload a BookWhere MARC XML file,
and provides an XSL file for use with CS/Importer to
import the data into the Catalog textbase.
- Borrower
deletion cleanup.
When a borrower is deleted, the borrower is removed from all Serials
routing lists, and all the borrower's active reserves are canceled.
- Ability to create Catalog
& Items records before item is received. On the Orders edit screen, the Create Catalog Record and Create Item
Record(s) buttons have been moved out of the Receiving Information
section, so you can now create Catalog and Items records before the item
has been received.
Improved Item management
- Item search screen and
reports. The Catalog section of
the menu includes a new Search Items choice, which permits you to search
for items by Bar Code and other item fields. The end user interface also
supports the ability to search for items.
- Support for a large number of
items. It is possible to
generate many items at once, create an item record for a serial issue that
has just been checked in, page through a large number of items on the
Items edit screen, and limit the number of items displayed in a Catalog
full report.
- More Item fields on default Catalog
full report. Genie now ships
out-of-the-box with additional items showing on the default Catalog Full
Report, including ItemCallNumber, ItemVolume, ItemIssue, ItemDate and ItemLoanPolicy.
As with other Genie reports, this can be configured.
Table of
Contents support
- Upload a Table of Contents
image. Genie now supports uploading a Table of Contents image for a Serials
issue. E-mail routing notices can either link to the image or include it
as an attachment.
- Searchable Table of Contents.
The Serials edit screen
can be configured to support uploading a document (for example, a PDF
file) containing the text of the Table of Contents. The CS/Importer
can be used to extract the full text of the document, so that it is
searchable.
- New ToC
textbase. The table of contents
file name and, if used, extracted text, are stored in a separate textbase,
so that multiple copies of the same subscription can share access to
common images. The Serials textbase has a field containing the ID of the
most recent uploaded image. The Items textbase has a field for the ID of any
previously received issue, for libraries that need to retain this
information.
Enhanced configurability
- Overriding CSS Stylesheets. All
Genie pages now call the provided .CSS stylesheet
file (for example, Genie.CSS) and a
"My" version of the stylesheet (MyGenie.CSS). Users can create a MyGenie.CSS
file in the Genie install folder to override any styles in the Genie.CSS file or provide their own. The MyGenie.CSS files will not be overwritten during
upgrades.
- More configurable
browser. Genie now uses the CS/WebPublisher PRO index and validation list
browser, with all the associated features (setting the number of keys,
whether long keys wrap onto a new line, etc.) Also, Browsing
a large validation list on an edit screen is much faster, as Content
Server version 9 supports paging for validation lists.
- Reduced dependence on
textbase forms. Genie
can now request that CS/WebPublisher PRO sort a query result and/or
return secondary textbase fields. This eliminates the need to create forms
inside a textbase for Genie reports that involve special sorts or linked
textbase fields.
- Image resizing. Reports including images displayed inline can include width or
height specifications.
- Information flow from Orders
to Catalog and Items. It is
possible to specify which Catalog or Items fields are populated in the new
records with information from the Order record. It is also
possible to specify a Catalog Record Type for Serials orders.
- Print Bar Code labels. MyLabels.config now includes a label to print bar code labels using the Free 3 of 9
font, which is available for download.
General
- Uses .NET Framework v2.0. Genie v3.00 is built on .NET v2.0. Users will need to download and
install the freely distributed .NET Framework 2.0 from Microsoft. (www.microsoft.com) before installing
Genie.
Genie version 3.00
addressed the following issues that were reported against earlier versions of
the product. The applicable Inmagic Software Problem Report (SPR) number
follows each item listed.
- Edit Loan Record: Fixed an issue with the "Send e-mail routing notice" link
when the INMAGIC.INI file contained OptimizedPhraseSearch=1
[SPR 4008]
- Edit Order: Addressed a query error with Order Numbers containing
search-significant words (for example, 'OR 123456'). [SPR
4321]
- Edit Order: Addressed an issue with changing the Order Number box
contents then adding a new item to the order. [SPR 4362]
- Edit Order: Genie let you save record when the hidden "About
the order" section included empty required fields. [SPR 4451]
- Full Display: Addressed an issue with the Full Display page using invalid HTML;
this issue was not visible on the screen. [SPR 4371]
- Search screens: If the page only had one box, Enter didn't submit the
query. [SPR 4393]
- Apostrophes: Addressed problems on Order, Serials, and ILL Edit
pages for Supplier/Borrower/Lender names containing apostrophes. [SPR
4452]
- Edit Items: Addressed an issue with updating the Catalog Location field when the
Catalog record had more Locations than were shown in all of
the associated Items records. This operation
should add to the Catalog Location list, not replace it.
[SPR 4464]
- Manage Security & Logins: Addressed an issue where editing an existing user who had already
specified a password would reset the password to **** in the textbase,
causing "Invalid password. Please try again." the next time that
user tried to log in. [SPR 4663]
- Edit ILL Request: Addressed an issue with Lender names containing strings that
could be mistaken for leading articles. [SPR 3680]
- Printed Routing Lists: One routing list is printed now for each checked-in issue. [SPR
3929]
- InfoCart: The Download (XML) format is now more consistent with other Inmagic
XML output. [SPR 4179]
- InforCart: Print
Reports: Made the InfoCart Print reports work properly when the
ICSWEB.INI file contains WebCSSOpt=0 or 2. [SPR
2901]
- Frequency drop-down list: The Frequency drop-down list on Edit Catalog Record and Edit Order
now defaults to the blank option. [SPR 4187]
- Renamed Reports.config
parameter. The OneEntryPerRecord parameter has been renamed to the
more accurate OneRecordPerEntry. Reports
using the old name will continue to function as desired. [SPR 4483]
- Improved the text of several
messages. [SPR 2827, 2830, 2835,
2861, 4445]
- Fixed an issue with the Login
page when Genie is using a port other than 80. [SPR 4006]
- New version of ScriptX. A
new version of the ScriptX application, used for
printing reports and labels, is provided, primarily for compatibility with
various Microsoft Service Packs and patches. [SPR 4648]
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 (for example, C:\Program
Files\Inmagic\Genie\Documentation). 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 and Upgrade Installations
|
For new customers, InmagicGenieInstallNotes.PDF
describes how to install the application. For current customers, it describes
how to upgrade the application from Genie version 2.00.
|
|
README File
|
ReadmeInmagicGenie.HTM is for both new and upgrade
customers. For new customers, it explains how to access the Genie
application and other information a new customer will need to know. For
upgrade customers, it explains what is new with this version of the product
and lists any issues resolved from previous releases. For both types of
customers, it provides any late-breaking information.
|
|
Online Help File
|
The Web-based online help file provides you with help
topics that explain how to perform certain functions in the application. Once
you have the application installed, to open the help file, choose Other>Help
Topics.
|
|
Technical Notes
|
InmagicGenieTechNotes.PDF
explains how to make changes that affect the Genie application (such
as how to change field properties, how to configure the InfoCart,
how to change the navigation bar, how to change reports, and so forth).
|
|
Security Notes
|
InmagicGenieSecurityNotes.PDF is
for the Administrator of the Genie application. It explains 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.
|
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.
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.
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
techni