Janet Crum and Carla PealerOregon Health & Science University Library

NWIUG 2008October 17, 2008

OutlineGetting started – settingsEditing templatesUsing iReport

Introduction to iReportPurchase Order templatesSpine label templatesRouting list templates

Miscellaneous information about templates

Getting Started: System-wide SettingsEnable Print Templates in System Options: A

– A – S – O – D. Option 40 – Enable Print Templates.

Assign the following authorizations to anyone who will use print templates: 282 – Preview print templates283 – Update print templates tab284 – Import/export print templates285 – Delete print templates

Check the Use Print Templates box for the desired output type(s)

Go to Admin -> Settings -> Print Templates

Editing TemplatesSimple customizations

Add library name, logo, etc.Can be done in Notepad – see

http://csdirect.iii.com/lswiki/PrintTemplates/CustomizingWithATextEditor

May be easier in iReportMore elaborate customizations

Rearranging layout, adding data fields, etc.Use iReport

Meet iReportFree report designing tool from JasperSoftDownload from CSDirect or JasperForge.org

Note: Some III templates don’t work right in 3.0.0 version of iReport, so probably best to download version 1.3.3 from CSDirect to get a compatible version.

Designed to generate reports from external data sources (e.g. databases) using JDBC

Get iReportAvailable for Windows, Mac, and LinuxDownload from CSDirect:

http://csdirect.iii.com/downloads/#otherDownload from JasperForge:

http://jasperforge.org/plugins/project/project_home.php?group_id=83

Click on a sample template III includes with Release 2007

Click Export, give the file a name, and save it.

Edit the template in iReport

Open the file in iReportFamiliarize yourself with the layout

Report layout in the centerData properties on the right

Change units from cm to in., mm, or pixels

Template

Data Details

Compile information

Click here and scroll down

Data is here

Data Manipulation

Change field name, add expression, etc.

Successful Compile

Select and then compile

Editing the Print Layout

If the field contains nulls, do nothing;Otherwise, carriage return

Get the field and print the field

Print copy # only if it’s not 1

Get the Copy number. If it equals 1, do nothing; Otherwise, print “c. “ and then the copy number

Queue spine labels

Preview spine labels

Custom SpineLabel

Default Spine Label

Name and ShortAddress come from routing file

ResourcesPresentation on CSDirect: http://csdirect.iii.com/ppt/iug2008-

f11-printmille.zipPrint Templates wiki:

http://csdirect.iii.com/lswiki/PrintTemplates/WebHome?csduser=orehs_s

Manual pages #107616: Enable Print Templates #107521: Printing with Print Templates #107687: Creating Customized Print Templates #107516: Purchase Order Data Definitions #107522: Print Templates Settings #107534: Monographic Labels Data Definitions #107535: Routing Slips Data Definitions #107612: Hold Slip Data Definitions #107613: Transit Slip Data Definitions