Inmagic^® Genie Version 2.10 README File

About Genie

Textbases provided with the application

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.
  

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.

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 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.

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.

About the sample 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.

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:

To open a Genie textbase on the desktop

1. Open CS/TextWorks. From the Start menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks.
    
2. 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.

1. Open CS/TextWorks. From the Start menu, choose Programs>Inmagic Applications>Content Server>CSTextWorks.
    
2. Open the Genie CATALOG textbase. Choose File>Open, navigate to where your Genie textbases are located, and select Catalog.CBA.
    
3. Choose File>Import and select the file containing the MEDLINE XML records on the Select Import File dialog box.
    
4. On the Import Options dialog box, do the following:
    
• On the File Import tab:
   
1. Select the XML option button.
    
2. Select the Specify XSL Transform in File option button.
    
3. 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.
   
5. Click OK.
    
6. Review the settings you selected on the message box that appears, and click Yes if your settings are correct.
    
7. 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:

1. 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).
    
2. Set up the e-mail function if you plan to use it. To learn how to do this, see the Genie online help.
    
3. Set up the security model you plan to use. To learn how to do this, see the Inmagic Genie Security Notes.
    
4. 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.
    
5. 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.

What's New in this Version?

Genie version 2.10 has many new and enhanced features. Each feature is discussed briefly here. Where applicable, you are directed to documentation that has more information.

• Support for multiple search pages per textbase. You can now have more than one search page per textbase. Once set up, a user can choose a search page from a drop-down list on the default search page that appears. For more information, see "Setting Up More Than One Search Page Per Textbase" in the section on the MyQueries.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to perform batch checkin of serials. You can now check in more than one serial at a time. Choose Serials>Check In Serials. For the technical aspects of this function, read about the CheckInSerials, SkipMissingIssues, SelectAll, and ClearAll attributes in the table in "Creating New Reports at the Report Level" in the section on the MyReports.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to configure Items, Reserves, and Loans information in the Catalog and OPAC Full Display pages. To learn how to control the formatting of item and reserve information on the Catalog and OPAC Full Display pages, read about the ItemInfo, LoanInfo, and ReserveInfo blocks in "Catalog and OPAC Full Display Pages" in the section on the MyReports.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to display and configure Serial information on the Catalog and OPAC Full Display pages. To learn how to set it up to be able to see the most recently received serial issue on the Catalog and OPAC Full Display pages and display a View Detail link that lets the end user display more information about each serial, read about the SerialInfo block in "Catalog and OPAC Full Display Pages" in the section on the MyReports.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to include Items information on book labels. You can now include Item information on book labels. To learn how to set this up, read about the new ItemInfo attribute in "Making TextArea-level Changes for Label Formats" in the section on the MyLabels.CONFIG file of the Inmagic Genie Technical Notes.
   
• Improved functionality for multi-branch libraries:
   
• Book-label printing can now be confined to a user's branch. This functionality depends on the presence of a query constraint to confine searches to specific locations, or a query filter to permit selection of a location to filter on. For more information about query filters, see "Adding a Location Drop-down List to the Catalog and OPAC Search Pages" in the section on the MyGenie.CONFIG file of the Inmagic Genie Technical Notes. For more information about query constraints, see the Inmagic Genie Security Notes.
   
• You can now print labels only for those items with an item-specific call number. To learn how to set this up, read about the new ItemCallNumberRequired attribute in "Making Label-level Changes for Label Formats" in the section on the MyLabels.CONFIG file of the Inmagic Genie Technical Notes.
   
• Two more fields exposed on the Edit Items page. ItemCallNumber and ItemLabelSuffix are now exposed on the Edit Items page.
   
• "Clear" link now available for the "Issues Waiting to be Routed" box on the Edit Serial Record page. After you print the routing notice for the current record on the Edit Serial Record page, you can click the Clear link for the Issues Waiting to be Routed box to clear the date(s) from the box.
   
• "Mark as Routed" button now available on a batch print page and a label print page. After you print routing notices, you would click this button to mark the records as printed and clear their route dates so that they do not appear on the list of issues to be routed again. To learn how to set this up, read about the new MarkAsRouted attribute in "Making Label-level Changes for Label Formats" in the section on the MyLabels.CONFIG file and "Creating New Reports at the Report Level" in the section on the MyReports.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to configure Search Tips box. You can now configure the Search Tips box that appears on the Genie search pages. For more information, see "Configuring the Search Tips Box" in the section on the MyQueries.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to specify which label to start printing on. On a page to print labels, enter a number in the box provided to tell the printer on which label to start printing. Printing starts from top to bottom, left to right. A value of 1 (the default) starts the printing on the first (leftmost) label on the first row of labels. When printing is completed on the first row, it continues printing on the leftmost label on the second row, and so forth. You must click the Submit button to set the label on which to start printing. Then use the print mechanism for your Web browser to print the labels.
   
• Ability to batch print routing lists on labels and card stock. You can now batch print routing lists on labels and card stock. On the Search Results page for Serial records, select Print Routing List on Label from the drop-down list. For more information, see the "Print Routing Notices" topic in the online help.
   
• Ability to create label forms for any Genie textbase. You can now create label forms for any Genie textbase; this includes the ability to specify secondary textbase fields for labels. For information on how to set this up, read about the new Form attribute in "Making Label-level Changes for Label Formats" in the section on the MyLabels.CONFIG file and the new Type attribute in "Making Textbase-level Changes for Reports" in the section on the "MyReports.CONFIG file" of the Inmagic Genie Technical Notes.
   
• Improved functionality for user-defined fields (UDFs). For more information about the following enhancements, see "Adding a New Field" in the section on the MyGenieFieldMaps.CONFIG file of the Inmagic Genie Technical Notes.
   
• You can now include UDFs for the ITEMS and RESERVES textbases.
   
• There is no limit to the number of new fields (UDFs) you can have.
   
• You can now decide which UDFs go on which tabs or sections of the Catalog and Order entry pages.
   
• There are no longer any placeholders for missing UDFs. Boxes "slide" up and over as if the UDF numbers are sequential.
   
• Explicit support for cultures other than United States. This feature gives you the ability to set the culture for use when parsing numbers, dates, and currency. For more information, see the section on the "Miscellaneous Configuration File" of the Inmagic Genie Technical Notes.
   
• Ability to configure currency format used for displaying total cost in reports. Use in conjunction with the culture setting (see previous bullet). For more information, see "Configuring the Currency Format that Displays the Total Cost in Reports" in the section on the MyGenie.CONFIG file of the Inmagic Genie Technical Notes.
   
• Australian and New Zealand currency now available on "Currency" drop-down list.
   
• Ability to hide the "Edit the reserve list" link and the "Edit Items" link on the Catalog Full Display page. To learn how to do this, read about the ShowEditReserveLink and ShowEditItemLink attributes in "Creating New Reports at the Report Level" in the section on the MyReports.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to hide the "Check for Serial Records" and "Create Serial Record" links on the Serials tab of the Edit Catalog Record page. To learn how to do this, see "Hiding the ‘Check for Serials Records’ and ‘Create Serial Record’ links on the Serials tab of the Edit Catalog Record page" in the section on the MyGenie.CONFIG file of the Inmagic Genie Technical Notes.
   
• Ability to hide the "Edit Items" button on the Edit Catalog Record and the Edit Serial Record pages. To learn how to do this, see "Hiding the ‘Edit Items’ button on the Edit Catalog Record and Edit Serial Record pages" in the section on the MyGenie.CONFIG file of the Inmagic Genie Technical Notes.
   
• New supported functions for Full Display reports in the MyReports.CONFIG file. Previously there were no supported functions for Full Display reports. For more information, see "Supported Functions" in the MyReports.CONFIG file section of the Inmagic Genie Technical Notes.
   
• New supported functions for Summary reports in the MyReports.CONFIG file. NumberOfEntries (x) and NumberOfWords (x) are new supported functions for Summary reports. For more information, see "Supported Functions" in the MyReports.CONFIG file section of the Inmagic Genie Technical Notes.
   
• Loans reports now use the new NumberOfEntries (x) and NumberOfWords (x) features, instead of restricting the Call Number to the first entry or word.
   
• Improved loan renewal workflow. Choose Loans>Renew Items. For more information, see the "Renew a Loan" topic in the online help. For the technical aspects of this function, read about the RenewSelectedItems, SelectAll, and ClearAll attributes in "Creating New Reports at the Report Level" in the MyReports.CONFIG file section of the Inmagic Genie Technical Notes.
   
• Improved "Term of Loan" drop-down list.
   
• Can designate a default value for this drop-down list. For more information, see "To change the items in the drop-down list for the ‘Term of Loan’ box on various pages" in the section on the MyGenie.CONFIG file of the Inmagic Genie Technical Notes.
   
• Out of the box, "1 day" and "3 days" are now choices on the "Term of Loan" drop-down list.
   
• OPAC and Catalog Search Results pages have "Add all to Cart" and "Remove all from Cart" capability. The OPAC and the Catalog Search Results pages now have Add all to Cart and Remove all from Cart links that allow the end user to add all the items on the current page to the InfoCart or remove all the items on the current page from the InfoCart. The individual Add to Cart and Remove from Cart links are still available. To learn how to use the InfoCart, see the "Use the InfoCart" topic in the online help. For the technical aspects of this function, read about the AddAllToCart and RemoveAllFromCart attributes in "Creating New Reports at the Report Level" in the MyReports.CONFIG section of the Inmagic Genie Technical Notes.
   
• New calendar control now available for single-entry date boxes. On a page with a box for a single-entry Date field (for example, the Start Date box on the Set Up Serial Arrival Pattern page), you can now include an icon that appears for that box to open a calendar control from which you can select a date. You can also add this icon to any query box. To learn how to set this up, read about the Calendar attribute in the MyGenieFieldMaps.CONFIG file section, and the ShowCalendar attribute in the MyQueries.CONFIG file section of the Inmagic Genie Technical Notes.
   
• "Routing List" box now linked to "Borrower Name" field in the BORROWER textbase. This eliminates the need to keep the Routing List validation list up-to-date when borrowers leave or arrive. The Routing List box appears on the Edit Serial Record and Set Up Serial Arrival Pattern pages, for example.
   
• Ability to set default item for drop-down lists for Order Type, Currency, Payment Method, and Frequency on the Add/Edit Order Record page. For more information, see "Changing the Items for the Drop-down List for Various Fields" in the MyGenie.CONFIG file section of the Inmagic Genie Technical Notes.
   
• The Catalog ID number now appears on the Add/Edit Catalog Record page. The Catalog ID number (from the CatID field) will appear in the history link portion of the Add/Edit Catalog Record page after the record has been saved. Sample history link: Catalog Search > Search Results > Edit Catalog Record 61
   
• Improved configuring the InfoCart. You can now add fields to the e-mail and/or download options for the InfoCart through the MyGenie.CONFIG file (as described in the Inmagic Genie Technical Notes) without having to add the fields to the InfoCartBrief report in the MyReports.CONFIG file. Note that you still must use the Form Designer in CS/TextWorks to add the fields to the GenieBrief form in the CATALOG textbase.
   
• Column headings on Orders Form no longer underlined.
   
• Improved Index browser. The Index browser now displays more informative error messages when possible. It will show, when applicable, error messages related to IIS or CS/WebPublisher PRO—instead of just showing "(no entries in index)".
   
• More information provided in Technical Notes regarding how to add fields to reports that are still resident in a textbase. See "Making Changes for Reports at the Field Level" in the MyReports.CONFIG file section of the Inmagic Genie Technical Notes.
   
• Textbases and sample textbases now reside on the top level of the installation CD-ROM/download. This improvement makes installing the textbases simpler in a configuration that involves a firewall. The empty and sample textbases are still included within the installation process.
   
• Microsoft Internet Explorer version 6.0 or later is now required to already be installed before you can install the Genie application. The installation program will not proceed if it does not detect that Internet Explorer version 6.0 or later is already on the machine on which you are trying to install the Genie application.
   
• Microsoft .NET Framework Version 1.1. is now required to already be installed before you can install the Genie application. This software must already be installed before you try to install the Genie application. The installation program will not continue if it does not detect .NET Framework version 1.1. Note that while .NET Framework version 1.1 can co-exist with .NET Framework version 2.0, Genie 2.10 will not operate with .NET Framework version 2.0.
   
• Inmagic Genie Technical Notes is now a PDF file. Previously this document was an HTML file.
   
• Inmagic Genie Security Notes is now a PDF file. Previously this document was an HTML file.

Issues Resolved

Genie version 2.10 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.

• Improved formatting of Orders reports and the table at the bottom of the Add/Edit Order Record page when List Price or Number of Copies values are invalid. [3469]
   
• Improved formatting and text of messages caused by .CONFIG file problems. [3482, 3525, 3636]
   
• Quoted field names in various searches so that renaming fields to use significant words and updating UserName= in the MyGenieFieldMaps.CONFIG file to match will not cause errors. [3487, 3488, 3490, 3730]
   
• Addressed issue with Overdue Notice e-mail when the message contained many items. [3529]
   
• Fixed .net error on the Check Items Out page. Previously, if you entered an asterisk (*) in the Items box and clicked the Reserves link in the View Information section of the page, the message that appeared was not very meaningful. The message is clearer now. [3535]
   
• Quoted Bar Code in various searches so that colons or other punctuation characters will not cause errors. [3536, 3537, 3538, 3539]
   
• Change in Separator attribute functionality. In Genie version 2.00, if a Separator attribute was not specified, Full Display pages put each entry on a separate line. In version 2.10, the default Separator for both Summary and Full Display reports is ";". [3541]
   
• The following issues related to the MyReports.CONFIG file were resolved:
   
• Addressed issue with Footer= on Full Display not handling ending punctuation properly. [3542]
   
• Addressed issue with TreatAs= on Full Display causing Header= and Footer= to be ignored. [3543]
   
• Addressed issue with TreatAs="WordList" on Full Display when the field had multiple entries. TreatAs="WordList" now only shows the first entry on Full Display pages. [3544]
   
• Printed reports no longer show red InfoCart check marks if the report has ShowItemNumber="true". [3630]
   
• Enter key now works on Index Browser. Previously, you could not press the Enter key to initiate a search; you always had to click the Find button. Now you can press the Enter key or click the Find button. [3617]
   
• Fixed issue where pressing the Enter key when browsing a validation list would bring up an about:blank browser window. [3619]

Documentation and Help Resources

Contacting Inmagic and Communicating with Other Users

Communicating with Other Users