Collection Report Generation HIDWID

Collection Report Generation HIDWID

Apr 13, 2021 rap

This page details exactly how reports on the Collection page are built.

Updating existing reports is accomplished by creating new files and installing them in Dropbox and on the web server.

Adding new pages is accomplished by creating new files and installing them in Dropbox and on the web server and updating the Collection web page on the server and the local web page on the Patron computer.

Complete Process for Adding Reports

The process is multi-step and consists of:
1) Report Generation Using FileMaker
2) Saving FileMaker reports
3) Uploading files to the server for anrl.org
4) Updating the Collection web page
5) Membership Charts and Reports
6) Updating the Patron computer

1) Report Generation Using FileMaker

Notes

  1. I use a Mac laptop and its utilities are far better than what’s available on ANRL’s windows computer. One thing I can easily do is make a pdf file of a report from FileMaker. If you know how to do this then please tell me.
  2. Reports are saved locally to: ~/Dropbox/ANRL-Web-Site/Reports
  3. Web pages point to the pages: http://anrl.orgANRL_PDF/Reports/{the file name.pdf}
  4. The folder ~/Dropbox/ANRL-Web-Site/Reports is placed on the Patron computer for local (non-internet) access to the reports.
  5. There is a html file called collection.htm in ~/Dropbox/ANRL-Web-Site/Reports that makes a page that patrons can use to access the reports.

Updated Feb 14, 2021 rap

Books

Surplus Book List
1. FileMaker Menu: Books; Books tab: page bottom, in the Printing Reports box, Section: Index Sorted By Title, then in dropdown box, Sort by Title Filter by Surplus; then click on Book Print Index Sorted Web Page; Print to .pdf file; ftp the file to the website

Loanable Book List
1. FileMaker Menu: Books; Books tab: page bottom, in the Printing Reports box, Choose A2: Books that Members can borrow; then click on Book Print Index Sorted Web Page; Print to .pdf file; ftp the file to the website

Scanned Book List
1. The report was made by Ed Westen and he didn’t document how he did it.

Book Shelf List by Title
1. FileMaker Menu: Books; Books tab: page bottom, in the Printing Reports box, Choose Sort by Title; then click on Book Print Index Sorted Web Page; Print to .pdf file; ftp the file to the website

Book Shelf List by LOC
1. FileMaker Menu: Books; Books tab: page bottom, in the Printing Reports box, Choose Sort By LOC; then click on Book Print Index Sorted Web Page; Print to .pdf file; ftp the file to the website

Book Shelf List by Author
1. The report was made by Ed Westen and he didn’t document how he did it.

ANRL’s Book of the Month Recommendations
1. Bob Proctor selects a book then sends a tweet and other notifications to members, facebook and the Cove Newsletter.

127 Guide Books
1. FileMaker Nothing is setup to automatically make this file

Scanned Books
1. FileMaker Menu: Books; Books tab: page bottom, in the Printing Reports box, Section: Index Sorted By Title, then in dropdown box, Scanned Books; then click on Book Print Index Sorted Web Page; Print to .pdf file; ftp the file to the website

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Magazines

Magazine Surplus
1. FileMaker Menu: Magazines; Click in Print Magazine Report Print to .pdf file; ftp the file to the website.

—EW—Surplus Magazine List
1. The report was made by Ed Westen and he didn’t document how he did it.

Magazine Shelf List
1. The report was made by Ed Westen and he didn’t document how he did it.

Digitized Magazine Titles
1. The report was made by Ed Westen and he didn’t document how he did it.

2015–11–19 Gaps (Missing magazines)
1. I don’t have a clue who made this report or how to find updates if any exist. The data are not in FileMaker.

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Newsletters

  1. Newsletters by Club This is a list of Club or Organization names for both Active and Inactive Clubs or Organizations. This report came from data in our Synology NAS.
    1. terminal/perl
  2. Newsletters by Folder This is a list of directory names and the number of .pdf files in each. It also gives the name of the most recent file in each directory. This is useful in fabricating names which are consistent with previous file name. This report came from data in our Synology NAS.
    1. terminal/perl
  3. Club Sending Newsletters to ANRL This report came from the Newsletter Database.
    1. terminal/perl
  4. Newsletters Scanned - 2017 Updates to this report are no longer available.

—EW—Scanned Newsletters
1. The report was made by Ed Westen and he didn’t document how he did it.

Club and Organization Information and Newsletters

Club Sending Newsletters to ANRL
1. FileMaker Nothing known on how to get this report?

pdf files from Scanned Club Folders
1. Bob Proctor created this report in 2015 by using a terminal shell command on his Mac Laptop, then converting to a markdown table, then posted it to a web page. There is no .pdf file.

Club Names in Archive Folders
1. I don’t have a clue who made this report or how to find updates if any exist.

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People - Who’s Who

Names of people in Who’s Who Folders
http://us217.siteground.us/public_html/ANRL_PDF/Reports/Whhos_Who_Names.pdf
1. FileMaker Menu: Who’s Who; Tab: Special; Click button: Print Who; Print to .pdf file; ftp the file to the website Note: print at 60% expansion on Bob’s Mac Laptop

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Video

  1. Videos sorted by Title
    1. FileMaker Menu: Video; Reports tab: Choose Sort By Title; then click on Print Web Report; Print to .pdf file; ftp the file to the website. Note Please set the Printer Setup dialog box that pops up to Landscape and 60%
  2. Videos sorted by Topic
    1. FileMaker Menu: Video; Reports tab: Choose Sort By GaryN Topic; then click on Print Web Report; Print to .pdf file; ftp the file to the website. Note Please set the Printer Setup dialog box that pops up to Landscape and 60%
  3. Video-Surplus-DVD
    1. FileMaker Menu: Video; Reports tab: Choose Surplus DVD; then click on Print Web Report; Print to .pdf file; ftp the file to the website. Note Please set the Printer Setup dialog box that pops up to Landscape and 60% The 60% option is not possible on Windows computers. Sorry!
  4. Video-Surplus-VHS
    1. FileMaker Menu: Video; Reports tab: Choose Surplus VHS; then click on Print Web Report; Print to .pdf file; ftp the file to the website. Note Please set the Printer Setup dialog box that pops up to Landscape and 60%. The 60% option is not possible on Windows computers. Sorry!

All DVDs
1. FileMaker Menu: Video; Tab: Special; “—–Print Pages For Web Site—–” select DVD All; Print: Print to .pdf file; ftp the file to the website.

Video Topics
1. Bob Proctor made this report by outputting fields “Key – Video – Topic” from FileMaker to a tab delimited file, then running a perl program. The report was converted to .pdf by on Bob’s laptop with the “save as .pdf” function of the print program.

Video Archive VHS - Lend to Members
1. ??

Video Archive VHS - Surplus
1. Work In Progress!

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Audio

Archive of Audio Cassettes
1. FileMaker Procedure not known on how to re-make this file

Titles of the Audio Cassettes
1. FileMaker: Bob Proctor made this report by selecting records for Cove Players“ outputting fields ”Index – Track – Date – Title“ to a tab delimited file, then running a perl program. The report was converted to .pdf by on Bob’s laptop with the ”save as .pdf" function of the print program.

[Performances by the Cypress Cove Players)
1. FileMaker Menu: Video; Tab: Special; “—–Print Pages For Web Site—–” select Cove Players; click on “Print Index” button; On Bob’s laptop, Print: Print to .pdf file; ftp the file to the website.

Video Interviews

Video Interviews by ANRL
1. This page was created manually and is simply the links to video interviews filmed at the library by Bob Proctor.

Photographs and Slides

  1. ??

2) Saving FileMaker reports

It is important to save reports to this directory: /Users/rproctor/Dropbox-ANRL/Dropbox/ANRL-Web-Site/Reports. Updated Reports should use the exact name of the existing file that is being replaced. Use of new names or names with dates or anything else will break the process and cause work and time to clean up.

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3) Uploading files to the server for anrl.org

A FTP program called CyberDuck is used to write report files to the server. Files are written to: http://us217.siteground.us/public_html/ANRL_PDF/Reports/

Use of this directory and use of existing names when replacing files will save lots of time and work.

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4) Updating the Collection web page

  1. Editing a file called /Users/rproctor/Dropbox-ANRL/Dropbox/ANRL-Web-Site/ANRL_PAGES/Collection.md which is the source text for the web page https://anrl.org/collection and making links to new reports as necessary. A simple update with a new report will require no changes to this file.

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5) Membership Charts and Reports

  1. Dues by Year - detail: Member -> Stats -> Button
  2. Dues by Year - Chart: Member -> Stats -> Button

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6) Updating the Patron computer

Procedure

  1. Reports from FileMaker are saved to ~/Dropbox/ANRL-Web-Site/Reports
  2. The master file for making html is in the Reports folder and is a file called Collection_Patron.md It is a markdown file.
  3. I use the ByWord editor to modify the file while working on my Mac laptop
  4. Save the file then click on Copy HTML
  5. Edit the file ~/Reports/Collection_Patron.html with your favorite text editor (mine is BBEdit) and paste the clipboard which was copied in previous step, then save the file. This a .html file and you probably won’t be able to read it, and you won’t need to.
  6. Copy the directory ~/Dropbox/ANRL-Web-Site/Reports to a thumb drive.
  7. Copy the Reports directory on the thumb drive to the Patron computer to replace the existing directory.
  8. Test the install to verify everything is correct.

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