Technical User's Guide
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Voyager® 9.1.1 Technical User’s Guide April 2015 Ex Libris Confidential CONFIDENTIAL INFORMATION The information herein is the property of Ex Libris Ltd. or its affiliates and any misuse or abuse will result in economic loss. DO NOT COPY UNLESS YOU HAVE BEEN GIVEN SPECIFIC WRITTEN AUTHORIZATION FROM EX LIBRIS LTD. This document is provided for limited and restricted purposes in accordance with a binding contract with Ex Libris Ltd. or an affiliate. The information herein includes trade secrets and is confidential. DISCLAIMER The information in this document will be subject to periodic change and updating. Please confirm that you have the most current documentation. There are no warranties of any kind, express or implied, provided in this documentation, other than those expressly agreed upon in the applicable Ex Libris contract. This information is provided AS IS. 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The absence of a name or logo in this list does not constitute a waiver of any and all intellectual property rights that Ex Libris Ltd. or its affiliates have established in any of its products, features, or service names or logos. Trademarks of various third‐party products, which may include the following, are referenced in this documentation. Ex Libris does not claim any rights in these trademarks. Use of these marks does not imply endorsement by Ex Libris of these third‐party products, or endorsement by these third parties of Ex Libris products. Oracle is a registered trademark of Oracle Corporation. UNIX is a registered trademark in the United States and other countries, licensed exclusively through X/ Open Company Ltd. 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Document released: April 2015 Web address: http://www.exlibrisgroup.com Ex Libris Confidential Table of Contents Contents About This Document • Purpose xxiii • Intended Audience xxiii • Reason for Reissue xxiii • Document Summary xxiv • Conventions Used in This Document xxvi • Document Reproduction/Photocopying xxvii • Comment on This Document xxvii 1 Getting Started • Introduction 1-1 • Prerequisite Skills and Knowledge 1-1 • Before You Begin 1-1 2 Overview of the Data Conversion Process • Introduction 2-1 • Purpose of this Chapter 2-2 • Bibliographic Data 2-2 • Authority Data 2-2 • Patron Data 2-3 • Circulation Transactions 2-3 • Vendor Data 2-4 Ex Libris Confidential iii Technical User’s Guide Contents 3 Server Activities in the Voyager System • Introduction 3-1 • Purpose of This Chapter 3-1 • Services, Scripts, Service Dependencies and Rationale 3-2 Scripts 3-2 Service Dependencies 3-3 • Solaris, Linux, and AIX Servers 3-4 Starting the Server 3-4 Rebooting or Shutting Down the Server 3-4 Solaris Servers 3-4 Linux or AIX Servers 3-5 Stopping and Starting Oracle Services 3-6 Stopping and Starting Voyager 3-8 Stopping and Starting the Apache Web Server 3-10 Database Backup for Solaris and Linux Servers 3-11 Backup Process 3-11 Determining the Backup Device Driver 3-12 Identifying your Data File System/Volume 3-15 Reviewing Cron Backup Results (Solaris and Linux) 3-18 • Windows Server 2003 3-18 Starting the Server 3-18 Rebooting or Shutting Down the Server 3-19 Stopping and Starting Oracle Services 3-20 Stopping and Starting Voyager 3-21 Stopping and Starting the Apache Web Server 3-22 Database Backup - Windows Server 2003 3-23 Automating the Backup 3-27 • Restarting tomcat 3-29 • Stopping/Restarting Voyager PDS 3-29 • Restoring from Backup 3-30 • Crons Set Up at Installation 3-30 4 Voyager Client Installation and the Voyager.ini File • Introduction 4-1 iv Ex Libris Confidential Table of Contents Contents Prerequisites 4-2 • Client Installation Options 4-2 • Transition Considerations for AutoUpdate 4-2 • Downloading Voyager Client Files 4-3 • Installing Voyager Clients Using the Manual Method 4-4 • Modifying (Adding or Deleting Clients) an Installation 4-9 • Repairing an Installation of Voyager Clients 4-13 • Uninstalling the Voyager Clients 4-15 • The Voyager.ini File on the PC 4-17 Client Module Stanzas 4-20 Circulation Charge Timeout 4-21 [GlobalLog] Stanza 4-22 Single Client Login 4-23 Staff Client Re-Sort 4-24 [E-mail] Stanza 4-27 [MARC Posting] Stanza 4-27 MARC Record Posting Feature 4-28 [SearchURI] Stanza 4-31 Adding a Button to the Search Dialog Box 4-31 [Upgrade] Stanza - Voyager 7 4-32 New Software Version Detected? 4-34 Traditional Method 4-35 HTTP Method 4-36 FTP Method 4-39 .BAT File Method 4-39 [Upgrade] Stanza - Voyager 8 and Later 4-44 AutoUpdate Characteristics 4-45 AcquisitionsStart.exe and CatalogStart.exe 4-47 [HelpMenuLink] Stanza 4-48 • Additional Files Installed with the Client Installation 4-48 • AutoUpdate on the Server 4-51 Server Files 4-51 Location of the Files to be Downloaded 4-51 AutoUpdate Configuration File 4-52 Apache Configuration 4-52 User Access for AutoUpdate 4-54 Adding a Login/Password to the Existing File 4-54 Modifying a Login/Password for an Existing User4-55 Deleting a Login/Password for an Existing User 4-55 Test AutoUpdate 4-56 Ex Libris Confidential v Technical User’s Guide Contents Client Setup 4-58 Voyager.ini Setup 4-58 Customize AutoUpdate Directories 4-59 Scenario 1 - Deploy Custom Bmarc9xx.cfg for Marc21 Tag Table 4-59 Scenario 2 - Deploy Prelinked Institution- Specific reports.mdb 4-60 • File Transfer Protocol (FTP) - Voyager Client Installations 4-61 5 Patron Batch Jobs in XML • Overview 5-1 • Batch Processing - UNIX Shell Scripts 5-2 PpatronImpX (Patron Import) 5-2 Processing 5-4 <action> Element 5-5 <overlayAction> Element 5-5 Audit File 5-6 Error File 5-7 Web Service for Patron Import 5-8 PpatronExpX (Patron Export) 5-8 Web Service for Patron Export 5-10 PpatronPrg (Patron Purge) 5-11 Exceptions 5-15 • Web Admin 5-16 6 Patron Extract (Patron SIF Method) • Introduction 6-1 • Purpose of this Chapter 6-1 • Overview of the Patron Extract Program 6-1 • Parameters 6-2 Running Patron Extract 6-4 • Output File Specification 6-5 • Additional Files 6-5 Audit File 6-5 vi Ex Libris Confidential Table of Contents Contents Error File (Exception File) 6-6 7 Patron Update (Patron SIF Method) • Introduction 7-1 • Purpose of this Chapter 7-1 • Overview the Patron Update Program 7-1 • Input File Specification 7-3 • Parameters 7-3 Running Patron Update 7-6 • Additional Files 7-7 Audit File 7-7 Error File (Exception File) 7-8 8 Bursar Transfer System • Introduction 8-1 • Purpose of this Chapter 8-1 • Overview of the Bursar Transfer System 8-2 • Steps of the Bursar Transfer System 8-3 • Supported One-Way Transfer Types 8-4 Transferring Total Patron Balances 8-4 Transferring Itemized Patron Fines/Fees 8-4 • Configuration File 8-5 • Parameters 8-7 Running Bursar Transfer 8-8 • Output File Specification 8-9 Bursar SIF Format 8-9 • Additional Files 8-10 Audit File 8-10 Error File 8-11 • Bursar Transfers in the Circulation Module 8-11 Ex Libris Confidential vii Technical User’s Guide Contents 9 Circulation Batch Jobs • Introduction 9-1 • Purpose of This Chapter 9-2 • Update Shelving Status (Circjob 1) 9-3 • Archive and Expire Call Slip Requests (Circjob 8) 9-4 • Export OPAC Requests (Circjob 26) 9-4 • Archive Short Loans (Circjob 27) 9-5 • Purge Universal Borrowing (UB) Patron Stub Records (Circjob 29) 9-5 • Accrued Fines and Demerits (Circjob 30) 9-6 • Patron Suspension (Circjob 31) 9-7 • Universal Borrowing (UB) Request Promotion (Circjob 32) 9-8 • Update Remote Circulation Cluster Cache (Circjob 33) 9-9 • Place Items on Active Course Reserve List (Circjob 34)9-10 • Place Recalls and Holds for Items on Active Course Reserve List (Circjob 35) 9-12 • Take Items on Inactive Course Reserve List Off Reserve (Circjob 36) 9-14 • Forgive Demerits (Circjob 37) 9-16 • Retain Patron IDs (Circjob 38) 9-17 • Patron Purge (Circjob 39) 9-23 Patron Purge Files 9-23 Patron Purge Command Line (Circjob 39) 9-25 • Forgive Fines by Patron ID (Circjob 40) 9-27 Running circjob 40 from the command line 9-27 Error Logging for Batch Forgive Jobs 9-29 circjob.log 9-29 err.forgive.YYYYMMDD.HHMM 9-29 Audit Report for Batch Forgive Jobs 9-29 • Forgive Fines by Create Date (Circjob 41) 9-30 Running circjob 41 from the command line 9-30 Error Logging for Batch Forgive Jobs 9-32 circjob.log 9-32 err.forgive.YYYYMMDD.HHMM 9-32 Audit Report for Batch Forgive Jobs 9-33 • Forgive Fines by Patron Group and Expire Date (Circjob 42) 9-33 Running circjob 42 from the command