Inmagic® DB/Text® for Libraries Version 4.2

Maintenance Release README File

New Features

Important! Unlike maintenance releases for other Inmagic products, each DB/Text for Libraries release must be installed, in sequence. Therefore, you must install version 4.1 before you install version 4.2.

Version 4.2 of DB/Text for Libraries moves maintenance of the waiting list information from the LOANS textbase to the CATALOG textbase. This means that borrowers await the return of ANY copy of the item they seek, not a specific copy currently out on loan.

Suggestions on how to do the Upgrade

If your current version of DB/Text for Libraries:

Step-by-step Upgrade Instructions

Tip! These instructions involve many steps. We strongly recommend that you back up your current DB/Text for Libraries textbases and files before you begin. A quick way to do so would be to copy the entire folder to another place.

  1. Unzip the download into your current DB/Text for Libraries directory. When asked for a password, type the one you received with your Maintenance Release announcement. This step creates a new folder named v42, which will contain these files:
  2. DBTLIB.CNT - new help file
    DBTLIB.HLP - new help file

    Loans.tbm - contains modified menu choice for Add Waitlist Request
    LibMore2.tbm - contains modified menu choice for Add Waitlist Request
    LibProf3.tbm - contains modified menu choice for Add Waitlist Request

    m-check.htm - replacement application to check loans records
    m-loan.htm - replacement application to lend multiple items

    NewCat42.xpf - new edit form
    NewCat42.xps - new set
    NewLoan42.xpq - new Loans query screen used one time to move information to CATALOG

    UpdLoan42.xpf - updated loans forms
    UpdLoan42.xpq - updated loans query screens
    UpdLoan42.xps - updated loans set
    UpdSer42.xpf - updated serials form

    Upg42.bat - backs up and copies files

    readmeLM.htm - this file

  3. Double-click file Upg42.BAT. It will back up your current copies of some Library Module files and then copy in replacements.

  4. Open the CATALOG textbase and perform these steps:
    1. Add a new field called Waiting List.
    2. Choose Maintain>Edit Textbase Structure and click the Edit Fields button. Type Waiting List in the Field Name box, select Text from the Field Type drop-down list, and click the Add button. Click the Close button, then click OK twice.

    3. Import the new edit form.
    4. Choose Maintain>Manage Textbase Elements. Verify that Forms is showing in the drop-down list at the top of the dialog box. Click the Import button and select NewCat42.xpf. Save the imported elements in the textbase file (public). This step loads a new edit form named Add> Waitlist.

    5. Import the new set.
    6. With the Manage Textbase Elements dialog box open, select Sets from the drop-down list at the top of the dialog box. Click the Import button and select NewCat42.xps. Save the imported elements in the textbase file (public). This step loads a new set named Items on hold.

  5. Open the LOANS textbase and perform these steps:
    1. Move the waiting list information from the LOANS textbase to the CATALOG textbase.
    2. Choose Maintain>Manage Textbase Elements. Select Query Screens from the drop-down list at the top of the dialog box. Click the Import button and select NewLoan42.xpq. Save the imported elements in the textbase file (public). This step imports a query screen named Waitlist> Move.

      IF YOUR CATALOG TEXTBASE IS PROTECTED BY PASSWORDS, open the new query screen in the designer. Choose Search>Design Query Screen and select the Waitlist> Move query screen. Choose Tools>Screen Script. Near the top of the script, find this line:

      var gCatPassword = "";

      and type the master password for the CATALOG textbase between the quotation marks. Click OK to save the screen.

      Now open query screen (choose Search>Query Screen), select the Waitlist> Move query screen you just imported (choose Search>Select Query Screen), and follow the directions shown. When you have completed all of the steps, the CATALOG textbase should have its new Waiting List field populated, and there should be nothing left in the Waiting List field in any records in the LOANS textbase.

      Once you have verified that the information has been transferred successfully, you may delete the Waitlist> Move query screen.

    3. Modify existing forms, etc. to use the new Waiting List field in the CATALOG textbase.
    4. These textbase elements utilize the Waiting List field in the LOANS textbase. They should be modified to utilize the Waiting List field in the CATALOG textbase, instead. If you HAVE NOT made changes to the original elements, you can simply import replacements (option A). If you HAVE made changes, you may find it easier to modify the forms and query screens using the designers (option B).

      Forms to be modified

      Email> Overdue
      Loan> Available
      Loan> Lending
      Loan> Returning
      Loan> Waitlist
      (now obsolete)
      Loans> Master List
      Loans> On hold

      Query screens to be modified

      Loans> Return
      Loans> Status
      Loans> With Waitlist
      Waitlist> Request
      (now obsolete)

      Sets to be modified

      Items on hold

      OPTION A: Import forms modified to use the new Waiting List field in the CATALOG textbase.

      Choose Maintain>Manage Textbase Elements. Verify that Forms is showing in the drop-down list at the top of the dialog. Select all of the forms listed above. (Use Ctrl+Click to select each form after the first.) If you want to make backup copies, click the Export button and specify a file name (such as, LoanBak). Then click the Delete button. Click the Import button and select UpdLoan42.xpf. Save the imported elements in the textbase file (public). This step imports replacement copies of each of the forms except the ones no longer applicable.

      Follow similar steps to replace the query screens (UpdLoan42.xpq) and set (UpdLoan42.xps) listed above.

      OPTION B: Modify your existing forms, etc. to use the new Waiting List field in the CATALOG.

      Open each form listed above in the Form designer (choose Display>Design Form). Look for the Waiting List field - it may be in a form box, the compulsory sort definition, or a script associated with the form. Wherever you find it, change it to Waiting List@Item Loaned. These are the affected places for each of the forms listed above:

      Email> Overdue - second box
      Loan> Available
      - compulsory sort
      Loan> Lending
      - form script **
      Loan> Returning
      - box labelled "waiting list" - also consider removing border as it is no longer editable directly
      Loans> Master List
      - box labelled "On waiting list:"
      Loans> On hold
      - compulsory sort

      ** - Note that in the Loan> Lending form, it is not sufficient to simply substitute the field name. You must also modify the script to search the CATALOG textbase instead of LOANS. You may find it preferable to import the new version of this form, copy the script, and paste it into your original version of the form. If you import the UpdLoan42.xpf file without first deleting any forms, the new versions will have names ending in _1.

      Repeat these steps to change the query screens listed above in the same way (choose Search>Design Query Screen). You only have to examine the query boxes, looking for the Waiting List field.

      To modify the Items on hold saved set, open the Command Query window (choose Search>Command Query). Then choose Sets>Load Set to open the Load Sets window, and choose Items on hold. In the Command Query window, position the cursor immediately after the field name Waiting List and type @Item Loaned. The full query should be:

      find (Waiting List@Item Loaned = *) not (Loan Returned Date = *)

      Save the set (choose Sets>Save Set).

  6. Open the SERIALS textbase and modify the Route> Email form to fix an error.
  7. This step is a correction, not a feature. Choose Maintain>Manage Textbase Elements. Verify that Forms is showing in the drop-down list at the top of the dialog box. Select Route> Email and click the Delete button. Click the Import button and select UpdSer42.xpf. Save the imported elements in the textbase file (public).

    OR, if you prefer, open the Route> Email form in the designer and change the field in the second box to be Route Date instead of Issue Received.

  8. Update the menu screen.
  9. When you ran the UPGD42.BAT file, some of your existing menu screen files were renamed and replacements copied in. The names of your original menu screens files were changed to include v41 in the file name. For example, LOANS.TBM became LOANSv41.TBM.

    If you HAVE customized your menu screens, you may prefer to update your version. First, delete or rename the new menu screen files. Then rename yours back to their original names. (Under normal circumstances, you would only be using one of the three changed menu screen files, depending on which set of menus you prefer. If you start with LibProf1, modify Loans.TBM. If you start with LibProf2, modify LibMore2.TBM. If you start with LibProf3, modify LibProf3.TBM.)

    Close the textbase and navigate to the menu screen containing the item Add waitlist request (one of the LOANS transaction items). Choose Menu Screens>Design and select the Open current menu screen file option button. With that menu screen open in the designer, right-click on the box containing the phrase "Add waitlist request", and select Box Properties from the pop-up menu. Select the Contents tab and click the Specify Textbase button. Choose the CATALOG textbase. (If you see a warning about mismatched paths, you can safely ignore it.) Then select the Initial Elements tab and choose the following initial elements.

    Important! if any of the names shown below appear to be selected already, reselect them. The menu screen is remembering the names from the original textbase (LOANS).

    Record display form: Display> All Fields

    Record edit form: Add> Waitlist

    Report form: Brief> by Title

    Print form: Brief> by Title

    Query screen: Search> General

  10. If you have assigned passwords to your CATALOG, LOANS, or BORROWER textbases, and you use the multi-lending feature distributed with version 4.1 of DB/Text for Libraries, you had to modify the application files to reference the necessary passwords. Version 4.2 replaced two of those files: m-check.htm and m-loan.htm. You will need to open the new versions with a text editor and add those passwords again. Instructions are provided at the top of each file.

  11. Test the new features. Open the CATALOG textbase, refresh the set named Items on hold, and display one or more records using the Basic Record form. Be sure that you see the waiting list information. Then close the CATALOG textbase, navigate to the Loans with waiting list menu choice, and select it. Perform the search and display the results, to ensure that the LOANS textbase is using the new CATALOG field as well.

Summarized Upgrade Instructions

Tip! We strongly recommend that you back up your current DB/Text for Libraries textbases and files before you begin. A quick way to do so would be to copy the entire folder to another place.

In this textbase...

Use this command/dialog box...

To do this...

CATALOG

Maintain>Edit Textbase Structure

Add Waiting List field (text)

 

Maintain>Manage Textbase Elements

Import forms from NewCat42.xpf

 

 

Import sets from NewCat42.xps

LOANS

Maintain>Manage Textbase Elements

Import query screens from NewLoan42.xpq

 

 

Delete the following forms:

Email> Overdue
Loan> Available
Loan> Lending
Loan> Returning
Loan> Waitlist
(now obsolete)
Loans> Master List
Loans> On hold

 

 

Delete the following query screens:

Loans> Return
Loans> Status
Loans> With Waitlist
Waitlist> Request
(now obsolete)

 

 

Delete set Items on hold

 

 

Import forms from UpdLoan42.xpf

 

 

Import query screens from UpdLoan42.xpq

 

 

Import sets from UpdLoan42.xps

LOANS
(step needed only if the CATALOG textbase has passwords)

Search>Design Query Screen

Do the following:

- Open Waitlist> Move
- Choose Tools> Screen Script
- Look in script for this line:

var gCatPassword = "";
- Type CATALOG master password between quotes
- Save the script and the form

LOANS

Search>Query Screen
Search>Select Query Screen

Select Waitlist> Move and follow the directions on the screen

SERIALS

Maintain>Manage Textbase Elements

Delete form Route> Email

 

 

Import forms from UpdSer42.xpf