ResourceMate® 3.0 Changelog

 

ResourceMate® 3.0.0.45 changes

Improvements

  • - e-mailing Mail out reminders - if you haven't entered any parameters or have had problems sending e-mail notices, blank out your SMTP parameters and ResourceMate will use a default SMTP mail server.
  • - e-mailing Mail out reminders - you can now change the e-mail subject line
  • - Utilities, System Utilities - Change Title/Subtitle/Series to Proper Case - new utility to Change "my little brown box"  to "My Little Brown Box".  Make sure you backup before running this utility.

Fixes

  • - Amazon portion of ISBN Retrieval

ResourceMate® 3.0.0.44 changes

Improvements

  • - Plus - Utilities, Create web search file will now export multimedia objects to web search.  You must have purchased web search on or after April 11, 2011 or upgraded your existing web search to this new version
  • - the web link field has been increased from 100 characters to 500 characters.  This is to accommodate long url's related to e-resources.
  • - Plus - MARC - 856u maps to the web site field.  This change is related to e-resources.
  • - Patron Search (OPAC) - new preference to run Patron Search maximized (full screen).  Utilities, Preferences, Patron Search, Maximize Patron Search
  • - Patron Search (OPAC) - new preference to change the sort order of reports generated in Patron Search.  Utilities, Preferences, Patron Search, Patron Search Report Order
  • - Patron search (OPAC) - Field names displayed on search results item detail change per resource type.
  • - the Circulation grid Detail tab now also displays Barcode number, copy number, patron phone number, address and e-mail

Fixes

  • - bug related to export to volunteer and e-mail option
  • - bug related to Create Web Search File for a specific resource type
  • - bug related to OR condition in Patron search complex and multi-prompt search
  • - fixed issue with Windows 7 documented date issue - in certain situations 02/03/2011 could be interpreted as 03/02/2011.
  • - bug related to hidden reports still showing in Patron Search reports section

ResourceMate® 3.0.0.42 changes

Improvements

  • on exit of ResourceMate, check when last backup was performed.  If longer than 5 days ago, a warning will appear.  Number of days can be changed in Utilities, Preferences, # of days between last backup. 0 to remind you every time you exit ResourceMate, 9999 to never remind you. Preferences Video     Backup on Exit Video 
  • Check out form (without bar coding) - after an item has been chosen from the drop down list, press Enter to "Add item to the list".  No need to click the button anymore, just press Enter.
  • Patron status check now has a choice of checking status for the individual or for all family members.  Video
  • Print Item Labels templates are now divided into two groups - Spine Only and Label sets.  Video
  • Plus - pre-configured grid layouts now provided Video
  • pre-configured filters for Advanced Search Video 

 Fixes

  • when adding a new item and changing the resource type, default accession letter did not change.
  • Checkout, when Utilities, Preferences, Circulation, Check out, Clear Item Information was checked, item information was not clearing with the Clear Item Information preference
  • Patron reports - FamilyLastName now available to all reports
  • fixed strange bug related to "Next barcode #" with type 1 

ResourceMate® 3.0.0.38 changes

Improvements

  • more Libraries available in ISBN Retrieval
  • Access z3950 libraries besides those available through the Z3950 gateway of the Library of Congress
  • "Your ResourceMate 3.0 System is up to date!" message does not have to display. Utilities, Preferences, General Preferences, System
  • Patron search now has What's New button
  • Days overdue field now available to circulation reports
  • Do not split Call number can now include the first x letters of the author's last name in the call number
  • Patrons - Region field - available to all versions but great for generating funding reports in the Plus version

Plus

  •  Multimedia - sort order
  •  Multimedia - choose which picture (if multiple entered) can appear on reports
  •  Items by Title with Multimedia report
  •  New Circulation History Reports
  • All Items Borrowed by Grade by Patron
  • Items Not Borrowed
  • Monthly Summary with Location Totals
  • Monthly Summary with Grade Total
  • Location Summary
  • Location Summary with Monthly Totals
  • Grade Summary
  • Grade Summary with Monthly Totals
  • Monthly Summary with Grade Totals (Daily Details)
  • Monthly Summary with Daily Totals (Grade Details)
  • Region Summary
  • Region Summary with Monthly Totals
  • Monthly Summary with Region Totals (Daily Details)
  • Monthly Summary with Daily Totals Region (Details)
  • Patrons who have not checked out items report will now report within the specified date range
  • MARC Import and Export improved in relation to beginning articles (The, A, An)

Extended Circulation

  • restrictions are now checked on renewal as well as check out
  • Utilities, change utility can be used to change all patrons in one patron group to another
  • Patriot Privacy - Ability to clear Patron Information once checked in, ability to count the # of items that a Patron has checked out so summary stats can still be generated.
  • Generating Labels - User can now specify what kind of Labels to generate (Spine/Signout/Pocket) like Cards.
  • Call number will add first x letters of author's last name even if not filling call number with dewey or Library of Congress

Performance

  • quicker searching by title and author
  • Plus - History Circulation Reports will generate quicker if selecting specific Date ranges.

 Fixes

  • Import from Volunteer where an accession letter had been entered. Correct accession number will now be calculated.
  •  Patron search grid - some fields could be displayed but their data was not appearing - fixed
  •  Patron Form ... Searching by DateAdded now works
  • some display issues while using large fonts

ResourceMate® 3.0.0.37 changes

Improvements

  • more Libraries available in ISBN Retrieval
  • Access z3950 libraries besides those available through the Z3950 gateway of the Library of Congress
  •  "Your ResourceMate 3.0 System is up to date!" message does not have to display. Utilities, Preferences, General Preferences, System
  •  Patron search now has What's New button
  •  Days overdue field now available to circulation reports
  •  Do not split Call number can now include the first x letters of the author's last name in the call number
  •  Patrons - Region field - available to all versions but great for generating funding reports in the Plus version 

Plus

  •   Multimedia - sort order
  • Multimedia - choose which picture (if multiple entered) can appear on reports
  • Items by Title with Multimedia report
  • New Circulation History Reports
  • All Items Borrowed by Grade by Patron
  • Items Not Borrowed
  • Monthly Summary with Location Totals
  •  Monthly Summary with Grade Total
  • Location Summary
  • Location Summary with Monthly Totals
  • Grade Summary
  • Grade Summary with Monthly Totals
  • Monthly Summary with Grade Totals (Daily Details)
  • Monthly Summary with Daily Totals (Grade Details)
  • Region Summary
  • Region Summary with Monthly Totals
  • Monthly Summary with Region Totals (Daily Details)
  • Monthly Summary with Daily Totals Region (Details)
  • Patrons who have not checked out items report will now report within the specified date range
  • MARC Import and Export improved in relation to beginning articles (The, A, An)

Extended Circulation

  • restrictions are now checked on renewal as well as check out
  • Utilities, change utility can be used to change all patrons in one patron group to another
  • Patriot Privacy - Ability to clear Patron Information once checked in, ability to count the # of items that a Patron has checked out so summary stats can still be generated.
  • Generating Labels - User can now specify what kind of Labels to generate (Spine/Signout/Pocket) like Cards.
  • Call number will add first x letters of author's last name even if not filling call number with dewey or Library of Congress

Performance

  • quicker searching by title and author 
  • Plus - History Circulation Reports will generate quicker if selecting specific Date ranges.

Fixes

  • Import from Volunteer where an accession letter had been entered. Correct accession number will now be calculated.
  • Patron search grid - some fields could be displayed but their data was not appearing - fixed
  • Patron Form ... Searching by DateAdded now works
  • some display issues while using large fonts

 

 

ResourceMate® 3.0.0.36 changes

Improvements

  • More libraries in ISBN Retrieval (File, Items, New, Setup)
  • New Call Number Preferences screen (Utilities, Call Number Preferences)
  • Specialized LOC Parsing Logic Preference. New option for how the Library of Congress number should be parsed into Call Number (Utilities, Call Number Preferences)
  • Remove Dewey version number preference (Utilities, Call Number Preferences)
  • Lost item processing (Circulation, Circulations, Lost item ...)
  • Check out, Check in - new preferences to clear patron information, clear item information
  • Mail Out Reminders now has the ability to use Advanced Search to restrict the Patrons that will be processed.
  • Plus - See/See Also now available for title as well as author and subjects
  • Plus - Barcodes not used for Patrons option (Plus, Barcode setup ...). This will alter the prompt order in the Check Out and Check In By Patron forms so it will be easier for the operator to use without having to manually move between Patron and the Barcode entry prompt.

Fixes

  • Ext. Circ. fine calculation
  • Patron search displaying proper titles for Customer Search 1,2,3,4
  • Update item replacement value message
 

ResourceMate® 3.0.0.35 changes

Improvements

  • Multi-Language Add-on Features available to those who have purchased it. Once you have applied your license, and received the language file from Jaywil Software, click on Utilities, Language and choose the additional language for ResourceMate menu and screen prompts. If your requested language is other than Spanish or French, please contact Jaywil Software. To see an overview click on the Help menu, Contents, Helpful Overviews, Multi-Language Overview.
  • Extended Circulation Add On Module has two additional rules: Maximum number of renewals, Minimum wait time after Maximum number of renewals has been reached
  • Audit Trail Add On Module - additional tracking of person who performed check out, check in and renewal
  • Check out - if you scan an item already checked out by the current patron, you will have the option to renew that item
  • Mail out reminder - there is now a customizable note that appears in the body of the e-mail
  • Change Utility - Now has the ability to update Patron and Item fields. Field list is more extensive as well. Now you can also modify empty fields and change existing fields to empty values.
  • Replacement Value Totals report ... now totals Purchase Price as well. So the Replacement Total report can be modified to include Purchase Price.

Fixes

  • Change Utility now will update the Calculated fields (BodyOfCard, ShelfCardInfo and Bibliography) if one of the fields involved in those fields are changed.

ResourceMate® 3.0.0.34 changes

Improvements

  • New libraries added to ISBN Retrieval
  • Plus - Import from MARC - will now automatically call MarcBreaker if MARC input file is in a binary (microlif) format
  • Plus - Import from MARC - new MARC Analyzer - will analyze your MARC input file and report MARC tags not currently mapped in ResourceMate. You can then add them as mappings so all important information gets imported into ResourceMate.
  • Plus - Import from MARC - MARC diacritics now processed ( {acute}a )
  • Plus - Export from MARC - can now automatically create MARC binary (microlif) format
  • Patron Search - accented characters can now be searched regardless of whether the patron enters the correct accents or not. Click on Utilities, System Utilities, Rebuild Patron Search table to establish this new feature
  • Patron Search - Customize the search results grid - Utilities, Preferences, Patron Search, Patron Search results Grid Customization
  • Patron Search - Substitute labels from Utilities, Field Settings are used in Patron search results grid
  • Patron Search - fields marked invisible in Utilities, Field Settings are not displayed in the Patron search results grid
  • ISBN Retrieval - Title/Subtitle/Series can be forced to proper capitalization (each word is capitalized even if the source data is not). Utilities, Preferences, LOC Import, Proper Capitalization for Title/Subtitle and Series
  • ISBN Retrieval - check that duplicate subjects are not being added
  • ISBN Retrieval - you can now do an isbn retrieval for an item already entered. Great for finding more information for existing items
  • Cover is no longer limited to Hard and Soft. Any description can be entered into this field now. Click on File, List Tables, List Tables, Cover, then check Allows adding ...

Fixes

  • Plus - Import from MARC - fixed importing from delimiters other than 3228br> Fix related to Importing from Volunteers if there was a problem with an index coming from the volunteer
 

ResourceMate® 3.0.0.33 changes

Improvements

  • Accession letter can include letters and numbers
  • Check in by patron now displays a count of the total number of items checked out by the chosen patron.
  • In File, Items after you have typed in the ISBN number, you can press enter instead of having to click on the ISBN Retrieval button. This improves flow when scanning ISBN's. Simply scan the ISBN and retrieval will begin.
  • Additional parameters for call number sorting
  • Advanced Patron Search Add On - when creating web search file you can now "Exclude items that can not be searched"

Fixes

  • Print item cards - customized sort was fixed
  • Type 2 Year end inventory - fixed leading 0 problem

ResourceMate® 3.0.0.32 changes

Improvements

  • Scheduler Add-on Features available to those who have purchased it. Once you have applied your license, click on Utilities, Scheduler. Click on Help, Content
  • New Library Search tool. Search libraries by title or author. Great when the item doesn't have an ISBN or the ISBN was not found. Also handy for Videos and music.
  • ISBN Retrieval now has "Return all Records" option. This will return all finds across all libraries searched instead of returning the first find. Great for comparing and choosing.
  • Extended Circulation - option for renewal to create a new circulation record for the renewal. The current circulation record will be checked in and a new check out record will be created. This is handy if statistically you want to treat renewals as additional circulation transactions.
  • Plus - Patron search has option so that patron can export a copy of the stored multimedia file.
  • Plus - Import from MARC can now import to a user defined field.
  • Plus - Export to MARC can now export a user defined field.
  • Plus - check out and check in by bar code more secure by disabling patron and item dropdown. Great for self check circulation.

Fixes

  • ISBN Retrieval - solved issues related to title, uniform title, other titles
  • Corrected a bug in Item with Subjects report

ResourceMate® 3.0.0.31 changes

Improvements

  • The Audit Trail (Add On Module) now audits Extended Circulation changes as well as preference changes.
  • Holidays (Extended Circulation Add On Module) can now include specific days of the week
  • New Extended Circulation features
    • Cannot check out if patron/family has an item overdue by x days
    • Do not create fine if less than x
  • New Fine Detail report (Plus) with checkout, check-in details
  • New fine Summary report (Plus) by family
  • Refining of Call number sort
  • Patron Search - change of layout for better understanding

Fixes

  • Fine summary report erroneously reporting patrons with 0 balance
  • Patron Search - proper display of authors in detail information

ResourceMate® 3.0.0.29 changes

Improvements

  • Audit Trail Add-on Features available to those who have purchased it. Once you have applied your license, click on Utilities, Audit Trail. Press F1 and click on Audit Trail Overview
  • More libraries added to ISBN Retrieval
  • ISBN Retrieval now includes Amazon.
  • Parse LOC button available so you can make a change to data returned from LOC and re-parse the information into the ResourceMate fields.
  • Call number sorting has been improved.
  • Plus - Item Form, Multimedia tab. There is now an Export button. This will allow the multimedia data to be exported to an external file.
  • Web Search: Now has 7 extra fields for creating the Library.txt output file. Contact support about updating your purchased libsearch.cgi or libsearch.exe.
  • A pdf of a supplemental manual (the Menu system section of the Help file) is available after you click Submit.

Fixes

  • fix in Extended Circulation
  • fix in Import from Librarian's Helper when user has converted lhonline file to ascii format

ResourceMate® 3.0.0.28 changes

Improvements

  • Soundex Add-on Features available to those who have purchased it. Once you have applied your license, click on Search, Run Patron Search. You will see the "Soundex Enabled" check box. You can also press F1 and click on Soundex Overview
  • Plus - See/See Also features now available in Plus, See/See Also and Reports, Print See/See Also cards.
  • Import Process (Volunteer): Users can now create a Volunteer Confirmation that has all Volunteer Items/Patrons in it. This can be sent to all Volunteers to remove any Item/Patron ever imported. Thus eliminates the need to create individual volunteer confirmation files.
  • More libraries added to ISBN Retrieval
  • A pdf of a supplemental manual (the Menu system section of the Help file) is available after you click Submit.

Performance Improvements

  • Saving items, especially on larger databases.

Fixes

  • fix in Extended Circulation
  • fix when adding Multimedia information to items (Plus)
  • fix in Serials
  • fix in Patron Search

ResourceMate® 3.0.0.27 changes

Improvements

  • *** ISBN Retrieval now includes additional libraries ***
    Click on Utilities, ISBN Retrieval Library Configuration. All libraries found at www.loc.gov/z3950 can be configured within ResourceMate. Send your requested library to moreisbn.com.
  • Better reporting of errors in Plus, Import Process
  • Plus - Patron Search now includes an option to display Multi-media objects stored. Click on Utilities, Preferences, Patron Search, Display Multimedia

Fixes

  • Create web search file when memo fields had embedded tabs

ResourceMate® 3.0.0.26 changes

Improvements

  • Pamphlet Inventory Add-on Features available to those who have purchased it. Once you have applied your license, click on File, Pamphlet Inventory. Press F1 and click on Pamphlet Inventory Overview.
  • Extended Circulation Add On - New Restriction - Max fine per item, Automatically Check Patron Status is available again
  • New Preference for Circulation to disable the Patron and/or Item dropdown selection so that only Barcode Scanning (Plus) will be allowed to change these. Ideal for self check-out and check-in ... so Patrons can not make incorrect choices.
  • In File, Items, when you were in Power Grid mode, titles that started with lowercase letters were at the end of the list instead of in the correct alphabetical order. That has been fixed.
  • Keywords now includes Subject headings

Fixes

  • fixed bug in Extended Circulation

ResourceMate® 3.0.0.25 changes

Improvements

  • Advanced Patron Search Add-on Features available to those who have purchased it. Once you have applied your license, click on Search, Run Patron Search. Press F1 and click on Contents, Helpful Overviews, Advanced Patron Search Overview.
  • Patron Search
    • interface has been updated
    • patron search reports now include a bibiography report
    • new preferences for Use Multiple Search Prompt, Use Complex Search, Display Search Options, Search Method for Single Prompt, Search Method for Multiple Prompt, Fuzzy Search enabled, Max # items returned, Display Librarian Comments, Display Notes, Enable Reports, Enable Print Reports
    • Advanced Patron search also has preferences for Group by Subject, Enable Send report to a File, Enable E-mail Report, Enable Book Bin, E-mail Method
  • Help file - the Helpful Overview page now links to a "Printing Labels (Cards)" overview
  • Check out, Check In, Check in by Patron - if the check out or check in date is not today's date, there is a visual reminder of this
    Date Added and Date updated are available in search fields, also shown on main tab of item and patron form
  • Backing Up - If Patron Information is excluded, a warning will occur to ensure that the user knows that if they will not be able to restore Patron information. They can decide to continue or include Patron information at this time.
  • Export to Volunteer System - now includes User defined fields
  • Create Web Search - Drop down lists have all fields. Keywords can also be chosen.
  • Extended Circulation Add On - New Restriction - Max # Overdue Restriction (Patron/Family) and for ResourceType Extended (Patron)
  • Utilities, System Utilities, Run update file sent for Jaywil - you can now run ResourceMate updates using this option. This gives you another option rather than double clicking on them from Explorer.
  • Plus
    • Volunteers can now run .ResourceMate updates from the Main Library from the Plus Menu. This gives them another option rather than double clicking on them from Explorer.
    • Volunteers can now Register without actually receiving the Export from Main Library (.ResourceMate)

Performance Improvements

  • Item reports are now faster

Fixes

  • fixed bug in Import from EntryMate
  • fixed bug in Import from Librarian's Helper
  • fixed bug in Export to MARC

ResourceMate® 3.0.0.22 changes

Improvements

  • Serials Add-on Features available to those who have purchased it. Once you have applied your license, click on File, Serials, press F1 and click on Serials Overview to learn about it.
  • Multiple copy check now includes Volume information
  • Checked out items reports now include bar code number
  • In File, Items when you click on New it shows a blank form instead of going into the Step by Step add. If you want Step by Step click on the down arrow beside the New button and choose "Add Items through step by step add item"
  • Plus, Export to Volunteer now includes the Field Settings
  • Create Web Search File now includes Location and Published date as options.

Performance Improvements

  • Saving items

Fixes

  • Restore - can restore from older backups
  • Can delete items with circulation history
  • Body of card will not duplicate number of pages if found in Physical description field. If this is a problem with your body of card please run Utilities, System Utilites, Recalculate Bibliography, Body of card and Shelf Card Information
  • Patron Search showed expected back date even when item had been checked back in

ResourceMate® 3.0.0.20 changes

Improvements

  • Spell Check Add-on Features available to those who have purchased it. Once you have applied your license, click on Utilities, Spell Check Configuration and click on the Help button to learn about it.
  • Plus - fines now have a transaction type of System Adjustment (created in Extended Circulation Add On Module)
  • Added New Labels - Spine/SignOut/Pocket Set - 2 columns, 12 sets

Fixes

  • Step by step bar code bug fixed
  • Special mail out processing e-mails fixed

Plus

  • Bar codes with leading zero's problem fixed
  • Patron fine and payment tab (Plus) adjustments total fixed
  • Deleting items with Circulation History could cause an error
  • Inventory reports - AllSubjects bug fixed
  • Volunteer import - fixed bug related to importing patrons
  • Fine Summary by Patron report fixed

Extended circulation

  •   Security bug fixed

ResourceMate® 3.0.0.19 changes

Improvements

  • Extended Circulation Add-on Features available to those who have purchased it. Once you have applied your license, click on Circulation, Extended Circulation, System Settings and click on the Help button to learn about it.
  • Reports printing alphabetical order regardless of upper or lower case
  • Librarian's Helper import
  • New Helpful Overviews page in the Help file

Fixes

  • Fine problem in Multi-user
  • Next bar code number problem fixed

ResourceMate® 3.0.0.18 changes

Performance improvements

  • Check In
  • Check Out
  • Saving Items
  • Next accession number
  • Next Bar code number

Improvements

  • Proper support of Subjects starting with Roman Numerials (added entries I., II., etc.)
  • Item Reports now have the option of including User Defined Fields and All Subjects

Fixes

  • Reports - Mail Out Reminders - proper selection based on Expected back when e-mailing reports
  • Create web search file

ResourceMate® 3.0.0.17 changes

Fixes specific to circulation.

ResourceMate® 3.0.0.16 changes

  • Enhancements to Backup, Restore, Table update pertaining to Mult-user or Patron search situations.
  • Receipt template now available for modification. Click on Reports, Receipt Templates. On this form you can set the default receipt printer. After you have done this you may not want the printer dialog box to appear anymore. You can also uncheck the box that says "Show Printer Dialog when Printing Receipts".
  • Cards and Labels available for Dot Matrix printers
  • What's new in the library report now uses the Preferences for number of days.
  • Check out - when not using Multi item checkout - bug fixed.
  • Plus - Export grid can now export to other formats besides html.
  • Plus - Import Process - you can now print the information in the Import Process Log tab.
  • Plus - Patrons - if you are adding a member of a family, enter the first name, click on "Assign to Family ..." after you have chosen the family, address and phone information is filled in (unless you have already entered information) based on the Family library contact you chose.
  • Utilities - System Utilities - View RM2.0 Data Conversion Log - now available if your import from 2.0 caused an error and you need to view the first error line again.
  • Patron Status also displays Patron bar code number
  • Subject entry in File, Items, Subjects is considerably quicker than it was.
  • Grade List Table now updated when patrons are added.

 
 

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