3M 747 manual

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Table of contents for the manual

  • Page 1

    Digital Data Manager Model 747 Installation and Setup Guide Version 3. xx Software 3M Library Systems 3M Center, Building 225-4N-14 St. Paul, MN 55144-1000 www.3M.com/library[...]

  • Page 2

    © 3M 2011. All rights reserved. Digital Data Manager Model 747 Installation and Set up Guide 78-8123-904 5-4, R e v. D 3M is a trademark of 3M. Adobe and Acrobat are regi stered trademarks of Adobe Systems Incor porated. Microsoft, Microsoft Office, Micro soft Acc ess, DirectX, Windows, Windows XP, Windows Vista and Windows 7 are trademarks or reg[...]

  • Page 3

    Installation and Setup Contents Introduction .................................................................................... 1 About Data Manag er ....................................................................................................................... 1 Related documents ..........................................................[...]

  • Page 4

    Step 7 – Test your export formats ................................................ 18 Step 7.1– Debug your export formats ........................................................................................ 18 Step 7.2 – Export lists and check for errors and warnings ...................................................... 19 Procedure ....[...]

  • Page 5

    3M™ DATA MANAGER MODEL 747 SOFTWARE LICENSE Use of the 3M Data Manager Model 747 Soft ware (“Software”) is governed by the terms of the license between 3M and Customer. The Soft ware may be used by Customer and its employ ees and agents only for Cus tomer’s benefit and in accordance with the license between 3M and Customer, as set forth bel[...]

  • Page 6

    © 3M 2011. All rights reserved. 7. Term and Termination. This License will terminate (i) if eit her party materially breaches a provision of this License and fails to cure such breach within thirty (30) days after receiving a written notice of breach from the nonbreaching party; or (i i) if Customer discontinues us e of the Software. Upon terminat[...]

  • Page 7

    Introduction About Data Manager 3M TM Digital Data Manage r (Data Mana ger) software is used to transfer information between your circulatio n sy stem and 3M equipment such a s the 3M TM Digital Library Assi st ant (DLA). Primary functio n s include:  Processing circulation data file s (list files) gene rated by your circulation system and then [...]

  • Page 8

    Installation and setup overview The steps required to instal l Data Mana ger 3. xx software will vary depending upon the installation type. See the descriptions belo w for an overview of installation proc edures. Data Manager installation and setup should be perfo rmed by someone having in-depth knowl edge of t he library’s circul ation system. I[...]

  • Page 9

    Step 1 – Install Data M anager and DLA software Computer requirements Before you install Data Manager software, make sure that your com puter meets the following require ments: Computer Requirements Windows XP®, SP2 or SP3 Windows Vista® Business/Ultimate, SP1 Windows® 7 Professional Processor 233 MHz minimum, 300 MHz or higher recommended 1GH[...]

  • Page 10

    Installing Data Manager software If an older version of Data Manager software (v2.0 or higher) i s installed on your computer, installing version 3.2 (or hi gher) will remove the older version and migrate your settings and formats to the new version. Database files reside in these locations: • Version 3.1 or lower — C: Program Files 3M Librar[...]

  • Page 11

    4 Click Next to begin installing Data Mana ger software. 5 Click Next at each screen to follow the installation instructions. For a typical installation, accept the default s etting s on each screen. 6 On the final screen, click Finish to complete the installation. A 3M Data Manager icon will be created on your Windows deskto p. Figure 2: Click the[...]

  • Page 12

    6 © 3M 2011. All rights reserved. Step 2 – Install memory-card drive (new drive only) Before you begin The procedures that follow are only for users with new memory- card drives. If you are already using a drive delivered with a previous version of Data Manager, installing the ne w drive is not required. Please read the manufacturer’ s instruc[...]

  • Page 13

    Step 2.2 - Check the memory -card drive’s operation Procedure 1 After Windows installs t he memory-card drivers, double-click the My Computer icon on the de skto p. 2 Two new drive icons called Rem ovable Disk appear in the My Computer window. (Se e Figure 1 .)  Windows automatically creates the se icons and assigns the next available letters [...]

  • Page 14

    Removing a memory card IMPORTANT! Always use the followi ng procedure to remove the memory card from the memory-card drive. You must have “eject” privilege s to remo ve the memory card. DO NOT remove a memory card while the activity light on the memory-card drive is flashing.  If you remove the memory card before the acti vity light stops fl[...]

  • Page 15

    Step 3 – Determine import/ export format requirements Use the 3M TM Digital Data Manager Model 747 Data Format Guide for step-by-step information on setting up Data Manager parameters. These parameters (such as import/export format s and barcode validation) depend on the forma t of the text files that you generate from your circulation system. ?[...]

  • Page 16

    Step 4 – Create list folders Before you can use Data Manager, you must create Shelf Order List , Search List , and Pull List folders. Once created, you can config ure Data Manager to display the contents of these folders.  Data Manager software uses list s that are sto red in th ese fold ers only.  The data lists generated from your circula[...]

  • Page 17

    Step 4.3 – Start Data Manager software 1 Double-click the 3M Data Manager icon on your PC desktop. - or - Use the Start button (located on the Windows task bar) to start Data Manager software.  The Data Manager main scre en appears. 2 Enter Admin Setup . a From the Admin Setup menu, cli ck Enter Password .  The Enter Password dialog box app[...]

  • Page 18

    Step 4.4 – Specify list folder and export/import locations 1 Insert a memory card into the memory-card d rive. 2 Start Data Manager software. 3 From the Admin Setup menu, click Fol ders . The Folders dialog box appears. 4 From the Folders dialog box, specify the locations for the folders that y ou created earlier. a Specify the Shelf Order Lists [...]

  • Page 19

    Step 5 – Define list bar code validation parameters Step 5 – Define list bar code validation parameters Barcode validation parameters are used to validate the barcode d ata in the list files generated from your circulation system. Records with invali d barcodes are not exported and will gene rate an export error.  The Data Format Guide inclu[...]

  • Page 20

    Step 6 – Set export parameters Export formats must be assigned to a list file before the list file can be exported onto a memory card for use by the DLA or other equipm ent. See the Data Format Guide for detailed descriptions and examples of various export formats. Export-format parameters Each export format includes a set of export-format parame[...]

  • Page 21

    Step 6.1 – Create export formats Step 6.1 – Create export formats The Data Format Guide includes detailed description s and examples of export-format parameters . 15 To create export formats 1 From the Admin Setup menu, cli ck Ex port Formats .  The Export Formats dialo g box appears. 2 Click New .  The New/Edit Export For m at dialo g bo[...]

  • Page 22

    Designating a default export format (optional) If you set default export formats, Data Manager assigns the default export format to any new list file that you add to a list folder.  List files that you move into the Shelf Order Lists folder are assigned the Order Defaul t e x port format.  List files that you move in to the Search Lists folde[...]

  • Page 23

    Step 6.2 – Set up Duplicate It em Definitions (optional) Step 6.2 – Set up Duplicate It em Definitions (optional) Duplicate item checking is helpful if your library has groups of item s (each item with a unique barcode) that are sh elved together, and the shelf order within the group is not important (for example, multiple copi es of the same b[...]

  • Page 24

    Step 7 – Test your export formats Step 7.1– Debug your export formats Follow thi s procedure wh enever you create a new export format or edit an existing export format. To preview the file export 1 Select a list file from the main window. 2 Apply an export format to the list file.  Click in the list file’s format column to display a pop-up[...]

  • Page 25

    Step 7.2 – Export lists and check for errors and warnings Step 7.2 – Export lists and check for errors and warnings Once you have set up export paramet ers and previewed the exp o rt, you can export the list files and check for any errors and warni ngs. The Data Manager Staff Guide provides descriptio ns on how to use the Summary Log and Export[...]

  • Page 26

    About debugging export errors and warnings You should have debugged your export formats in Step 7.1– Deb ug your export formats on page 18 . As you begin to use Data Man ager to ex port data, you will occasi onally encounter errors and warnings. If you encounter excessive errors and warnings There may still be problems with your ex port formats. [...]

  • Page 27

    Step 7.3 – View the exp orted lists on the DLA or other equipment The final check of an export format requires that you view the exported information on the 3M equipment wh ere the lists will be displ ayed. 1 Insert the memory card into the DLA (or other equipment). 2 Make sure that primary, secon dary an d location (if used) information is displ[...]

  • Page 28

    Step 8 – Set import parameters You must set up import formats and expo rt collection categ ory labe ls to a memory card before attempting to use the DLA to collect data. These collection category lab els are exported to a memory card for use by the DLA. Overview Data Manager software can import colle cted Item IDs from a memory card and save them[...]

  • Page 29

    Step 8.1 – Create and preview import formats Step 8.1 – Create and preview import formats Data Manager imports the Item IDs from a collection category and/or Pull-list Results and converts them into text files. An Import Format defines how these text files are formatted.  The import format should include any comman d codes required by your c[...]

  • Page 30

    Step 8.2 – Create co llection categories You can create collection categori es fo r variou s tasks. For example, you might create an “in-house” collection category where you save the Item IDs for each in-house item that you read with the DLA. 1 From the Data Manager List Ac tions menu, click Add Category to display the Add Category window. 2 [...]

  • Page 31

    Step 8.3 - Export collection-categor y labels to the memory card Step 8.3 - Export collection-categor y labels to the memory card Before you can use the DLA’s Collect Data function, you must export collection-category labels to a memory card. (See the Staff Guide for detailed descriptions of the export procedure.) During normal operation, each ti[...]

  • Page 32

    Step 8.4 – Test your import formats The final test for your import formats requires using th e DLA to collect Item IDs, importing the collected Item IDs, and verifying that your ci rculation system accepts the formatted text files created by Data Manager. To test your import formats 1 Export collection categori e s to a memory card. 2 Use the DLA[...]

  • Page 33

    Optional Procedures Specifying language settings (optional) The administrator can specify which lan g uages that staff will be able to select. To select which languages will be available in the View Languages menu 1 Enter the Administrator password to access the Admin Setup menus. 2 From the Admin Setup menu, click Language Settings .  The Langu[...]

  • Page 34

    28 © 3M 2011. All rights reserved. Designating a default export format (optional) If default export formats are set, Data Manager a ssi gns the default export format to any new list file that you move into either list folder.  List files that are moved into the Shelf Order Lists folder are assigned the Order Defaul t export format.  List fil[...]

  • Page 35

    Designating a default import format (optional) Designating a default import format (optional) When you add a category, the default import format automatically appears in the Import Format text box (see Figure 3 3 ). Data Manager creates default import formats [( +) Pulled and (-) Not-Pulled ] that are always used for pull-list results.  You can [...]

  • Page 36

    30 © 3M 2011. All rights reserved. Using command-line scripts to aut omate Data Manager (optional) As shown on page 32, Data Manager in cludes a set of command-line paramete rs that can be used to automate program functions and operations. As de scribed in the following procedures, you may use these paramet ers with Win dows XP/Vista or Windows 7 [...]

  • Page 37

    If Data Manager is installed on a Windows 7 computer: If Data Manager is installed on a Windows 7 computer: 1 In the Start menu, go to Accessories > Sy stem Tools and then select Task Scheduler . The Task Scheduler window app ears. 1 In the Start menu, go to Accessories > Sy stem Tools and then select Task Scheduler . The Task Scheduler windo[...]

  • Page 38

    32 © 3M 2011. All rights reserved. Command-line operations and arguments The following command-lin e parameters can be used to automate Digital Data Manager functions. Multiple commands in a script must be separated by spaces . (See following page for erro r cod es and messages. ) Command Description Command-line help: -? Displays the following li[...]

  • Page 39

    © 3M 2011. All rights reserved. 33 Command-line error codes and messages The codes listed below appear when command-line operatio ns or arguments are used to automate Digital Data Manager ope ratio ns. Note that any non-zero code indicates an erro r. Error Code Error Message 0 (0x0) Operation successful (no error). 1 (0x1) Operation cancelled. 2 ([...]

  • Page 40

    34 © 3M 2011. All rights reserved. 3M Service Information to gather Before you call for service, please have the following informatio n available: • The name, address, and telephone nu mber of your facility • A description of the problem or the issue you want addre ssed • The model number and seri al number of the equipment (locate d on the [...]