$TXT Created by YORTY,M. ROBERT at CSL.FO-WASH.MED.VA.GOV (KIDS) on Wednesday, 04/09/03 at 10:06 ============================================================================= Run Date: MAY 08, 2003 Designation: LBR*2.5*9 Package : LBR - LIBRARY Priority: Mandatory Version : 2.5 SEQ #7 Status: Released Compliance Date: JUN 08, 2003 ============================================================================= Associated patches: (v)DGBT*1*2 <<= must be installed BEFORE `LBR*2.5*9' Subject: Library CoreFLS Category: - Data Dictionary - Input Template - Print Template - Sort Template - Routine Description: ============ This patch provides Library with the interface capabilities to the Core Financial Logistics System (CoreFLS). CoreFLS will replace the Integrated Funds Distribution, Control Point Activity, and Procurement (IFCAP) package. Vendor information for CoreFLS will be held nationally on a remote database. To alleviate traffic over your network, a local vendor file, LOCAL VENDOR (#392.31) has been placed on your local system to be used to store and access your frequently use vendors. The LOCAL VENDOR file (#392.31) is associated with the Beneficiary Travel namespace and has been distributed in the DGBT*1*2 Beneficiary Travel patch. A new field is added to the Library Site Parameters option under the Library Management menu. This field will be used to activate the CoreFLS interface: COREFLS ACTIVE:? Enter 'Yes' if using the CoreFLS system for vendors. Choose from: 1 YES 0 NO This patch may be installed independently from the CoreFLS COMMUNICATIONS SERVICE LIBRARY (CSL) Package. A check will be performed to verify the existence of the COMMUNICATIONS SERVICE LIBRARY (CSL) Package. If it doesn't exist the COREFLS ACTIVE field will default to NO and Library will maintain its current functionality. A new menu is added to your Library Management Menu. This menu called, Add a local vendor (COREFLS), will allow users holding the LBRY LOCAL VENDOR key the ability to add CoreFLS vendors to the LOCAL VENDOR file (#392.31) without having to go through the Library software. Similar to above, a check verifying existence of CoreFLS package is performed allowing the user to proceed with the CoreFLS vendor query. A second menu is added to your Library Management Menu called 'COREFLS conversion of old vendors'. Running this menu is optional and explained below in AFTER INSTALLATION INSTRUCTIONS (AT COREFLS CUTOVER). This patch may be installed at anytime. However, the determination to go active with CoreFLS following the steps under AFTER INSTALLATION INSTRUCTIONS (AT COREFLS CUTOVER) will need to be coordinated in Library Services. Options affected.by CoreFLS. ---------------------------- Library Site Parameters Library Title Setup Copy a Specific Edit Local Titles by Vendor Holdings Setup Local Microfilm Titles Titles Due for Renewal Missing Issues Listing New menus added. ---------------- Add a local vendor (COREFLS) COREFLS Conversion of old vendors New Security key ---------------- LBRY LOCAL VENDOR New Fields added with Input/Output Transforms --------------------------------------------- File: LOCAL SERIALS (#680) New Fields added: MICROFILM COREFLS VENDOR (#2.6) Output Transform: K LBRPREV S LBRPREV=$$PREV^DGBTCSL(.Y) File: LIBRARY PARAMETERS (#680.6) New Fields added: DEFAULT COREFLS VENDOR (#.09) Output Transform: K LBRPREV S LBRPREV=$$PREV^DGBTCSL(.Y) New Fields added: COREFLS ACTIVE (#.1) Input Transform: N LBRX S LBRX=X S X="CSLVQ" X ^%ZOSF("TEST") W:' $T " ** COREFLS Package CSL V1.0 not installed. **" S:'$T X=0 S:$T X=LBRX Q File: LBRY DISPOSITION (#681) New Fields added: COREFLS VENDOR (#3.01) Output Transform: K LBRPREV S LBRPREV=$$PREV^DGBTCSL(.Y) Technical information. ---------------------- Majority of coding enhancements are done in the INPUT templates calling a new routine DGBTCSL. When a prompt for COREFLS VENDOR is given, its Output Transform will set up a variable for its previous value. If a value is given at the vendor prompt then no Query to CoreFLS is given. If the previous value is the same as the current response (i.e. ) then Query to CoreFLS is given. Reason for this is: New entries through Fileman to the local vendor file, LOCAL VENDOR (#392.31) is forbidden (no LAYGO). Adding new entries is done only by querying and accepting a vendor through CoreFLS. Due to the local file being no LAYGO and adding vendors is done through a different file interface, the rule of querying CoreFLS if the current and previous entries are the same is used. Example of this is: User is prompted for CoreFLS vendor and enters a name not found in the local vendor file, the response is ??, the user must hit the key to pass through. At this time previous and current values of vendor are the same, so the prompt to Query CoreFLS is given. Only draw back is getting the prompt when user is in edit mode and gets the Query CoreFLS prompt when hitting through accepted responses. Example of CoreFLS vendor entry. -------------------------------- VA Library Serials Enter a Title APR 23,2002 TITLE: BLUE WHITE ILLUSTRATED Editing TITLE AUTHORITY file TITLE: BLUE WHITE ILLUSTRATED Replace SYNONYM: ISSN/ISBN: NLM TITLE ABBREVIATION: SERLINE UNIQUE IDENTIFIER: Select INDEXED: PUBLISHER: GENERAL NOTES: No existing text Edit? NO// FIRST ISSUE: LAST ISSUE: Editing LOCAL SERIALS file INACTIVE: INITIAL COPIES ORDERED: 1 FOR-YOUR-INFORMATION: PREDICTION POP-UP: CHECK-IN NOTES: No existing text Edit? NO// Entering Copy 1 information. GIFT: COREFLS VENDOR: **READMORE PUBLICATIONS INC.// NEW YORK-NY-01 DO YOU WANT TO QUERY CoreFLS FOR A VENDOR? NO// YES ** CoreFLS Query ** Vendor Name: TEST . . . . Choose from: 1 CERTIFICATION TESTING, INC 2469 N DECATUR RD DECATUR, GA 30033 2 LATEST PRODUCTS CORP DEPT L PO BOX 190 SYOSSET, NY 11791 3 **EDUCATIONAL/INDUSTRIAL TESTING SVC P.O . BOX 7234 SAN DIEGO, CA 92107 4 **RON''S SECOND TEST 123 BOISE, ID 83702 Select QUERY RESULTS SEQ NO: 3 **EDUCATIONAL/INDUSTRIAL TESTING SVC P.O . BOX 7234 SAN DIEGO, CA 92107 **CoreFLS VENDOR UPDATED.** PLACEMENT OF ITEM: CATEGORY OF COPY: COPY DISPOSITION: SHELVED// SHELVED Do you want to EDIT any copy now? No// Y (Yes) VA Library Copy Specific Edit APR 23,2002 TITLE: BLUE WHITE ILLUSTRATED ID COPY START STOP NUM NUM DATE DATE 1 1 ----------- ----------- Choose: (I)nsert, (E)dit, (R)emove. Exit// E Select a number from 'ID NUM' column to EDIT that COPY: 1 COPY NUMBER OR ToC: 1// GIFT: COREFLS VENDOR: **EDUCATIONAL/INDUSTRIAL TESTING SVC // DO YOU WANT TO QUERY CoreFLS FOR A VENDOR? NO// PLACEMENT OF ITEM: CATEGORY OF COPY: COPY DISPOSITION: SHELVED// START DATE: STOP DATE: VA Library Copy Specific Edit APR 23,2002 TITLE: BLUE WHITE ILLUSTRATED ID COPY START STOP NUM NUM DATE DATE 1 1 ----------- ----------- Choose: (I)nsert, (E)dit, (R)emove. Exit// This patch addresses the following E3R(s): ------------------------------------------ There are no E3Rs associated with this patch. This patch addresses the following NOIS message(s): --------------------------------------------------- There are no NOIS messages associated with this patch. Test Sites: ----------- =======================INSTALLATION INSTRUCTIONS========================== This patch can be loaded with users on the system. However, it would be preferable if Library users were off the system. If installed during the normal workday it is recommended that the following menu options (File #19) and all of their descendants be disabled to prevent possible conflicts while running the KIDS Install. Other VISTA users will not be affected. LBRY MANAGER Library Management Install Time - 5 minutes. Please ensure that your programming variables are set, including your DUZ(0)="@", otherwise installation will abort. 1. DISABLE ROUTINE MAPPING (DSM for Open VMS sites only) ----------------------- Disable routine mapping on all systems for the routines listed in step 3 below. NOTE: If the routines included in this patch are not currently in your mapped routine set, please skip this step. 2. LOAD TRANSPORT GLOBAL --------------------- Choose the PackMan message containing this patch and invoke the INSTALL/CHECK MESSAGE PackMan option. 3. COMPONENTS SENT WITH PATCH -------------------------- The following is a list of the routines included in this patch. The second line of each of these routines now looks like: ;;2.5;Library;**[patch list]**;Mar, 11, 1996 CHECK^XTSUMBLD results Routine name Before Patch After Patch Patch List ============= ============ =========== ========== LBR25P9 N/A 2039683 9 LBR25P9V N/A 7645170 9 LBRCSL N/A 407079 9 LBRYCSE 8225582 9022618 2,9 LBRYEDI 2786243 3368854 2,9 LBRYLST 6694558 7079107 2,9 LBRYPRCS 5100079 5100079 2,8,9 LBRYRPT 7924989 9793535 2,9 LBRYSITE 3423451 3520805 2,9 Total number of routines - 9 4. START UP KIDS ------------- Start up the Kernel Installation and Distribution System Menu [XPD MAIN]: Edits and Distribution ... Utilities ... Installation ... Select Kernel Installation & Distribution System Option: INStallation --- Load a Distribution Print Transport Global Compare Transport Global to Current System Verify Checksums in Transport Global Install Package(s) Restart Install of Package(s) Unload a Distribution Backup a Transport Global Select Installation Option: 5. Select Installation Option: --------------------------- NOTE: The following are OPTIONAL - (When prompted for the INSTALL NAME, enter LBR*2.5*9): a. Backup a Transport Global - This option will create a backup message of any routines exported with this patch. It will not backup any other changes such as DD's or templates. b. Compare Transport Global to Current System - This option will allow you to view all changes that will be made when this patch is installed. It compares all components of this patch (routines, DD's, templates, etc.). c. Verify Checksums in Transport Global - This option will allow you to ensure the integrity of the routines that are in the transport global. 6. Select Installation Option: Install Package(s) ------------------ a. Choose the Install Package(s) option to start the patch install. b. When prompted "Want KIDS to Rebuild Menu Trees Upon Completion of Install? YES//", answer 'NO'. c. When prompted "Want KIDS to INHIBIT LOGONs during the install? YES//", answer 'NO'. d. When prompted "Want to DISABLE Scheduled Options, Menu Options, and Protocols? YES//", answer 'YES'. e. When prompted "Enter options you wish to mark as 'Out of Order':" Enter the following options: LBRY MANAGER f. When prompted "Enter protocols you wish to mark as 'Out of Order':" press . 7. REBUILD MAPPED ROUTINE(S) (DSM for Open VMS sites only) ========================== NOTE: This step is only necessary if you performed step 1 or if you wish to include the routines in your mapped set. 8. >>> AFTER INSTALLATION INSTRUCTIONS (AT COREFLS CUTOVER) <<< ============================================================ Installation of this patch will add two new menus onto the [LBRY MANAGER] 'Library Management' menu. Access to these menus are granted to those users holding the new LBRY LOCAL VENDOR security key. The new menus are [LBRY LOCAL VENDOR ADD] 'Add a local vendor (COREFLS)' and [LBRY COREFLS CONVERSION] 'COREFLS conversion of old vendors'. The first option, [LBRY LOCAL VENDOR ADD] 'Add a local vendor (COREFLS)' will be used to add CoreFLS vendors from the national database unto you locally held LOCAL VENDOR (#392.31) File. This menu can be used in conjunction with adding CoreFLS vendors through the Library application. The second option, [LBRY COREFLS CONVERSION] 'CoreFLS conversion of old vendors' option is optional. It is explained in Step 3 and presented for those sites who wish to convert previous vendor entries, those 'free text' entries in fields; MICROFILM VENDOR (#2.5) of the LOCAL SERIALS FILE (#680) File and VENDOR (#1.4) from the LBRY DISPOSITION (#681) File over to the new CoreFLS fields; MICROFILM COREFLS VENDOR (#2.6) of the LOCAL SERIALS FILE (#680) File and COREFLS VENDOR (#3.01) from the LBRY DISPOSITION (#681) File. Perform the following steps: 1. Assign appropriate Library users the LBRY LOCAL VENDOR key. 2. Activate CoreFLS on the Library package. In your Library Site Parameters turn the ACTIVE COREFLS parameter to YES. When prompted for DEFAULT COREFLS VENDOR, hit return, then query CoreFLS and select your vendor from the national database. See the following example: VA Library Site Parameters Edit MAR 5,2003 Select LIBRARY PARAMETERS SITE NAME: LIBRARY SERVICE FLBAY VA Library Site Parameters Edit MAR 5,2003 SITE NAME: LIBRARY SERVICE// DIVISION SITE NAME: FLBAY// COREFLS ACTIVE: NO// Y YES DEFAULT COREFLS VENDOR: DO YOU WANT TO QUERY coreFLS FOR A VENDOR? NO// YES ** CoreFLS Query ** Vendor Name: BARNES. . Choose from: 1 BARNES & NOBLE 4010 SOUTH TAMIAMI TRAIL SARASOTA, FL 34231 2 BARNES & NOBLE 4010 SOUTH TAMIAMI TRAI SARASOTA, FL 34231 3 BARNES & NOBLE BOOKSTORE 2501 TYRONE BLVD N ST PETERSBURG, FL 337103927 4 BARNES AND NOBLE BOOKSTORE SUNSET POINT RD CLEARWATER, FL 34689 Select QUERY RESULTS SEQ NO: 3 BARNES & NOBLE BOOKSTORE 2501 TYRONE BLVD N ST PETERSBURG, FL 337103927 **COREFLS VENDOR UPDATED** AUTOMATIC QUEUING: NO// ROUTING SLIP PRINTER: KYOCERA_SLAVE_16// MAIL SYMBOL: VA Library Site Parameters Edit MAR 5,2003 Select LIBRARY PARAMETERS SITE NAME: 3. Convert old 'free text' vendor fields into new CoreFLS vendor fields. (Optional). Use the option [LBRY COREFLS CONVERSION] 'CoreFLS conversion of old vendors' if you wish to move values of the old 'free text' vendor fields over to an associated new CoreFLS field. The option will perform the following tasks: 1). GENERATE LIST OF 'free text' VENDORS. ------------------------------------------ This will build a temporary list of existing 'free text' vendor names from fields; MICROFILM VENDOR (#2.5) and VENDOR (#1.4) from both the LOCAL SERIALS (#680) and LBRY DISPOSITION (#681) Files respectfully, and hold these names in the temporary list, ^XTMP("LBR25P9"), for 90 days after the list is generated. 2). DISPLAY PULL LIST. ----------------------- This will display the list of existing 'free text' vendor names from the temporary file. If Step 3 is performed, this list will display the association between old 'free text' vendor and the new CoreFLS vendor equivalient. 3). ASSOCIATE 'free text' VENDOR NAME TO COREFLS VENDOR NAME. -------------------------------------------------------------- This will go through the temporary list prompting the user with 'free text' vendors and allow the user to make the following association with CoreFLS vendors: a one-to-one association; skip making an association; make many-to-one associations. Use Step 2 to display the associations if needed. Note: Use the new option 'Add a local vendor (COREFLS)' if you need to populate the LOCAL VENDOR (#392.31) with vendors from the national database of CoreFLS vendors to fulfill your association. 4). POPULATE COREFLS VENDOR NAMES. ----------------------------------- This will take the temporary file of newly associated CoreFLS vendor names and populate the new CoreFLS fields; MICROFILM COREFLS VENDOR (#2.6) of the LOCAL SERIALS (#680) File and COREFLS VENDOR (#3.01) of the LBRY DISPOSITION (#681) File. This will complete the conversion process. Your entries will now have affiliated CoreFLS vendor values associated with them. Routine Information: ==================== Routine Name: - LBRYCSE Changes to this routine allow the addition of a CoreFLS template. BEFORE ------ EDIT0+3 S DR="[LBRY D2]",DIC=DIE D LOCK^LBRYEDR G:LBRYL=0 EXIT ENTER1+8 S DIE=DIC,DA=+Y,DR="[LBRY D2]" D LOCK^LBRYEDR G:LBRYL=0 EXIT AFTER ----- EDIT0+3 S DR=$S($D(LBRYPTR)&($P($G(^LBRY(680.6,LBRYPTR,0)),U,10)):"[LBRY D4]", 1:"[LBRY D2]"),DIC=DIE D LOCK^LBRYEDR G:LBRYL=0 EXIT ENTER1+8 S DIE=DIC,DA=+Y,DR=$S($D(LBRYPTR)&($P($G(^LBRY(680.6,LBRYPTR,0) ),U,10)):"[LBRY D4]",1:"[LBRY D2]") D LOCK^LBRYEDR G:LBRYL=0 EXIT Routine Checksum: Routine Name: - LBRYEDI Changes to this routine allow the addition of a CoreFLS template. BEFORE ------ HOL+9 S DIE="^LBRY(680,",DR="[LBRY BIBLIOGRAPHIC ENTRY]",DIC=DIE AFTER ----- HOL+9 S DIE="^LBRY(680,",DR=$S($D(LBRYPTR)&($P($G(^LBRY(680.6,LBRYPTR ,0)),U,10)):"[LBRY BIBLIOGRAPHIC 2 ENTRY]",1:"[LBRY BIBLIOGRAPHIC ENTRY]"),DIC=DIE Routine Checksum: Routine Name: - LBRYLST Changes to this routine allow the addition of a CoreFLS template. BEFORE ------ COPY1+4 K DR S DIE=DIC,DA=+Y,DIE("NO^")=1,DR="[LBRY D1]" D LOCK^LBRYEDR AFTER ----- COPY1+4 K DR S DIE=DIC,DA=+Y,DIE("NO^")=1,DR=$S(LBRYPTR&($P($G(^LBRY(68 0.6,LBRYPTR,0)),U,10)):"[LBRY D3]",1:"[LBRY D1]") D LOCK^LBRYEDR Routine Checksum: Routine Name: - LBRYRPT Changes to this routine allow the addition of a CoreFLS template. BEFORE ------ DFR+5 S FLDS="[LBRY TITLES DUE RENEWAL]",BY="[LBRY TITLES DUE RENEWAL]" LTV+4 S FLDS="[LBRY SUBSCRIPTION/VENDOR]",BY="[LBRY SUBSCRIPTION/VENDOR]" AFTER ----- MIL+5 S %=0 I $D(LBRYPTR),$P($G(^LBRY(680.6,LBRYPTR,0)),U,10) D . W !,"List coreFLS Vendors" S %=1 D YN^DICN S FLDS=$S(%=1:"[LBRY MISSING ISSUES LIST 2]",1:FLDS),BY=$S(%=1: "[LBRY MISSING ISSUES LIST 2]",1:BY) DFR+5 S %=0 I $D(LBRYPTR),$P($G(^LBRY(680.6,LBRYPTR,0)),U,10) D . W "List coreFLS vendors" S %=1 D YN^DICN S FLDS=$S(%=1:"[LBRY TITLES DUE RENEWAL 2]",1:"[LBRY TITLES DUE RENEWAL]"),BY="[LBRY TITLES DUE RENEWAL]" LTV+4 S %=0 I $D(LBRYPTR),$P($G(^LBRY(680.6,LBRYPTR,0)),U,10) D . W "Sort using coreFLS Vendors" S %=1 D YN^DICN S FLDS="[LBRY SUBSCRIPTION/VENDOR]",BY=$S(%=1:"[LBRY SUBSCRIPTI ON/VENDOR 2]",1:"[LBRY SUBSCRIPTION/VENDOR]") LMT0+4 I $D(LBRYPTR),$P($G(^LBRY(680.6,LBRYPTR,0)),U,10) D . W !,"List coreFLS Vendors" S %=1 D YN^DICN I %=1 S:FLDS["HOLDINGS" FLDS="[LBRY MICROFILM HOLDINGS 2]" S:BY ["VENDOR" BY="[LBRY MICROFILM VENDOR 2]" Routine Checksum: Routine Name: - LBRYSITE Changes to this routine allow the addition of a CoreFLS template. BEFORE ------ EN1 S DTOUTZ=0 D START G:Y<0 EXIT S DIE=DIC,DR="[LBRY SITE]" K HFLAG AFTER ----- EN1 S DTOUTZ=0 D START G:Y<0 EXIT S DIE=DIC,DR="[LBRY SITE2]",DIE(" NO^")="OUTOK" K HFLAG Routine Checksum: Routine Name: - LBR25P9 This routine will run the environment check to verify installer has the correct programming variables set up. Routine Checksum: Routine Name: - LBRYPRCS Correction to patch numbering. BEFORE ------ LBRYPRCS+1 ;;2.5;Library;**2**;Mar 11, 1996 AFTER ----- LBRYPRCS+1 ;;2.5;Library;**2,8,9**;Mar 11, 1996 Routine Checksum: Routine Name: - LBRCSL This is a new routine called by the option 'Add a local vendor (COREFLS)'. This routine checks the appropriate Library variables before calling Beneficiary Travel routine that will query CoreFLS vendors. Routine Checksum: ============================================================================= User Information: Entered By : YORTY,M ROBERT Date Entered : APR 22, 2002 Completed By: FAIN,ZACHARY Date Completed: MAY 08, 2003 Released By : MORRIS,DELISA Date Released : MAY 08, 2003 ============================================================================= Packman Mail Message: ===================== $END TXT