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Aleph Custom Services
                for Circulation


               Services for Patrons and Bills




                                 ENUG 2011
10/28/2011
                       Steve Bischof Five Colleges Inc.
The Basics
• Exlibris provides a frame work to create
  custom services
• Modify existing services
• Create new services




                            ENUG 2011
10/28/2011
                  Steve Bischof Five Colleges Inc.
A how-to primer
• A great presentation on custom services with
  simple examples on Support Web
• How to make custom services by Yoel Kortick

• http://www.customercenter.exlibrisgroup.com/DocumentationCenter/Ex
  %20Libris%20Documentation/Aleph/Support/How%20To%20from%20S
  upport%20by%20subject/Miscellaneous/How_to_make_custom-
  services.ppt




                                   ENUG 2011
10/28/2011
                         Steve Bischof Five Colleges Inc.
Straight from Yoel
• Custom programs for custom services must be
  placed in the $aleph_proc directory (alias ap).
• Typically the service file name in $aleph_proc will be
  called p_custom_nn (such as p_custom_01), It may
  however be called anything you want, such as
  p_custom_jimmy_01
• The screens for custom services must be placed in
  $aleph_root/pc_b_eng (or $alephe_root/pc_b_eng
  depending on setup)

                               ENUG 2011
10/28/2011
                     Steve Bischof Five Colleges Inc.
Service #1:Patron Editing
• Select a group of Patron (i.e ret_01)
• Be able to view those patron records
• Edit patron via a global change (i.e. manage-21)




                             ENUG 2011
10/28/2011
                   Steve Bischof Five Colleges Inc.
Retrieve Patron Records




                         ENUG 2011
10/28/2011
               Steve Bischof Five Colleges Inc.
Output
• Two files– A list of Patron IDs and a
  spreadsheet of Patrons selected ***




                            ENUG 2011
10/28/2011
                  Steve Bischof Five Colleges Inc.
Sql Select
select * from FCL00.Z303, $p_active_library.Z305
where
CONCAT(Z303_REC_KEY,'$p_active_library')=Z305_REC_KEY
andZ305_EXPIRY_DATE between '$p6' and '$p7'
andZ305_BOR_STATUS like '$p4%'
andZ303_HOME_LIBRARY like '$p3%'
andZ303_REC_KEY between '$p8' and '$p9'
$cp5;



***(SET MARKUP HTML ON)
                              ENUG 2011
10/28/2011
                    Steve Bischof Five Colleges Inc.
Adding conditionals
if ($p8 == "") then
     set p8="0%“
ndif
if ($p9 == "") then
    set p9="z%“
endif
if ("$p5" != "") then
      set cp5="and Z303_PROFILE_ID like '""$p4""'“
    else
      set cp5="“
endif
                                  ENUG 2011
10/28/2011
                        Steve Bischof Five Colleges Inc.
Global change!




                          ENUG 2011
10/28/2011
                Steve Bischof Five Colleges Inc.
Create Temp Table & Update
cp $data_print/$p1
/exlibris/aleph/u20_1/fcl00/scratch/z305tempload.dat
sqlldr userid=$ALEPH_ADMIN
control=$aleph_proc/z305temp.ctl
log=$data_print/$p1.oracload.log
______________________________________________
update FCL00.Z303
set Z303_UPDATE_DATE=$udate$uc3$uc4$uc5$uc6
where Z303_REC_KEY IN
(select SBZ305_REC_KEY from FCL00.SBTEMP_Z305ID);

                               ENUG 2011
10/28/2011
                     Steve Bischof Five Colleges Inc.
Conditionals to Update
if ($p3 != "") then set uc3=", Z303_HOME_LIBRARY='"$p3"'“
else       set uc3="“
endif
if ("$p4" != "") then set uc4=", Z303_PROFILE_ID='""$p4""'“
else       set uc4="“
endif
if ($p5 != "") then set uc5=", Z303_TITLE_REQ_LIMIT="$p5
else      set uc5="“
endif
if ("$p6" != "") then set uc6=", Z303_FIELD_2='""$p6""'“
else      set uc6="“
endif

                                      ENUG 2011
10/28/2011
                            Steve Bischof Five Colleges Inc.
Service #2 Cash-05 plus
• Currently Cash-05 only allows the ability to
  select by Sublibrary and date range
• Modify Cash-05 to include selection by
  Transaction Type and Patron Status

• Instead of writing a service from scratch, just
  replace the transaction selection process


                            ENUG 2011
10/28/2011
                  Steve Bischof Five Colleges Inc.
ENUG 2011
10/28/2011
             Steve Bischof Five Colleges Inc.
Deconstruct the Service
cobrun b_cash_05_a

$aleph_sort -o ${dd_TP1}_sorted ${dd_TP1} mv
${dd_TP1}_sorted ${dd_TP1}

cobrun b_cash_05_b
cobrun b_cash_05_c

                          ENUG 2011
10/28/2011
                Steve Bischof Five Colleges Inc.
Replace b_cash_05_a
select concat(substr(Z31_REC_KEY,1,12),' '),
Z31_REC_KEY
from $p_active_library.Z31, FCL00.Z303
where Z31_DATE_X between '$p2' and '$p3'
and substr(Z31_REC_KEY,1,12)=Z303_REC_KEY
and $q6 $q9 $q8
Z31_STATUS like 'O'



                             ENUG 2011
10/28/2011
                   Steve Bischof Five Colleges Inc.
Conditionals to Query
if ("$sp6" != "") then set q6="Z31_SUB_LIBRARY in ('""$sp6""') and “
else     set q6="“
endif
if ("$sp9" != "") then set q9="Z31_TYPE IN ('""$sp9""') and “
else     set q9="“
endif
if ("$sp8" != "") then set q8="((concat(Z303_REC_KEY, '"$p_active_library"')
IN ( select Z305_REC_KEY from "$p_active_library".Z305
where Z305_BOR_STATUS IN ("$sp8"))) or (concat(Z303_REC_KEY, 'ALEPH')
IN ( select Z305_REC_KEY from FCL00.Z305 where Z305_BOR_STATUS IN
("$sp8") and Z305_REC_KEY NOT LIKE '"$libname"%'))) and “
else     set q8="“
endif
                                      ENUG 2011
10/28/2011
                            Steve Bischof Five Colleges Inc.
Runs the same as Cash-05
• Just part a, selected the records to report is
  using the custom service.
• Part b & c of cash-05 still using the
  unmodified Cobol scripts




                             ENUG 2011
10/28/2011
                   Steve Bischof Five Colleges Inc.
Questions


Contact Information:
Steve Bischof
ILS coordinator, Five Colleges Inc.
Amherst, MA
sbischof@library.umass.edu

                            ENUG 2011
10/28/2011
                  Steve Bischof Five Colleges Inc.

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Bischof custom-circ-ov

  • 1. Aleph Custom Services for Circulation Services for Patrons and Bills ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 2. The Basics • Exlibris provides a frame work to create custom services • Modify existing services • Create new services ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 3. A how-to primer • A great presentation on custom services with simple examples on Support Web • How to make custom services by Yoel Kortick • http://www.customercenter.exlibrisgroup.com/DocumentationCenter/Ex %20Libris%20Documentation/Aleph/Support/How%20To%20from%20S upport%20by%20subject/Miscellaneous/How_to_make_custom- services.ppt ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 4. Straight from Yoel • Custom programs for custom services must be placed in the $aleph_proc directory (alias ap). • Typically the service file name in $aleph_proc will be called p_custom_nn (such as p_custom_01), It may however be called anything you want, such as p_custom_jimmy_01 • The screens for custom services must be placed in $aleph_root/pc_b_eng (or $alephe_root/pc_b_eng depending on setup) ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 5. Service #1:Patron Editing • Select a group of Patron (i.e ret_01) • Be able to view those patron records • Edit patron via a global change (i.e. manage-21) ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 6. Retrieve Patron Records ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 7. Output • Two files– A list of Patron IDs and a spreadsheet of Patrons selected *** ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 8. Sql Select select * from FCL00.Z303, $p_active_library.Z305 where CONCAT(Z303_REC_KEY,'$p_active_library')=Z305_REC_KEY andZ305_EXPIRY_DATE between '$p6' and '$p7' andZ305_BOR_STATUS like '$p4%' andZ303_HOME_LIBRARY like '$p3%' andZ303_REC_KEY between '$p8' and '$p9' $cp5; ***(SET MARKUP HTML ON) ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 9. Adding conditionals if ($p8 == "") then set p8="0%“ ndif if ($p9 == "") then set p9="z%“ endif if ("$p5" != "") then set cp5="and Z303_PROFILE_ID like '""$p4""'“ else set cp5="“ endif ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 10. Global change! ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 11. Create Temp Table & Update cp $data_print/$p1 /exlibris/aleph/u20_1/fcl00/scratch/z305tempload.dat sqlldr userid=$ALEPH_ADMIN control=$aleph_proc/z305temp.ctl log=$data_print/$p1.oracload.log ______________________________________________ update FCL00.Z303 set Z303_UPDATE_DATE=$udate$uc3$uc4$uc5$uc6 where Z303_REC_KEY IN (select SBZ305_REC_KEY from FCL00.SBTEMP_Z305ID); ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 12. Conditionals to Update if ($p3 != "") then set uc3=", Z303_HOME_LIBRARY='"$p3"'“ else set uc3="“ endif if ("$p4" != "") then set uc4=", Z303_PROFILE_ID='""$p4""'“ else set uc4="“ endif if ($p5 != "") then set uc5=", Z303_TITLE_REQ_LIMIT="$p5 else set uc5="“ endif if ("$p6" != "") then set uc6=", Z303_FIELD_2='""$p6""'“ else set uc6="“ endif ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 13. Service #2 Cash-05 plus • Currently Cash-05 only allows the ability to select by Sublibrary and date range • Modify Cash-05 to include selection by Transaction Type and Patron Status • Instead of writing a service from scratch, just replace the transaction selection process ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 14. ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 15. Deconstruct the Service cobrun b_cash_05_a $aleph_sort -o ${dd_TP1}_sorted ${dd_TP1} mv ${dd_TP1}_sorted ${dd_TP1} cobrun b_cash_05_b cobrun b_cash_05_c ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 16. Replace b_cash_05_a select concat(substr(Z31_REC_KEY,1,12),' '), Z31_REC_KEY from $p_active_library.Z31, FCL00.Z303 where Z31_DATE_X between '$p2' and '$p3' and substr(Z31_REC_KEY,1,12)=Z303_REC_KEY and $q6 $q9 $q8 Z31_STATUS like 'O' ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 17. Conditionals to Query if ("$sp6" != "") then set q6="Z31_SUB_LIBRARY in ('""$sp6""') and “ else set q6="“ endif if ("$sp9" != "") then set q9="Z31_TYPE IN ('""$sp9""') and “ else set q9="“ endif if ("$sp8" != "") then set q8="((concat(Z303_REC_KEY, '"$p_active_library"') IN ( select Z305_REC_KEY from "$p_active_library".Z305 where Z305_BOR_STATUS IN ("$sp8"))) or (concat(Z303_REC_KEY, 'ALEPH') IN ( select Z305_REC_KEY from FCL00.Z305 where Z305_BOR_STATUS IN ("$sp8") and Z305_REC_KEY NOT LIKE '"$libname"%'))) and “ else set q8="“ endif ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 18. Runs the same as Cash-05 • Just part a, selected the records to report is using the custom service. • Part b & c of cash-05 still using the unmodified Cobol scripts ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.
  • 19. Questions Contact Information: Steve Bischof ILS coordinator, Five Colleges Inc. Amherst, MA sbischof@library.umass.edu ENUG 2011 10/28/2011 Steve Bischof Five Colleges Inc.