What is Odyssey Helper? Caitlin Hafen, Atlas Systems Caitlin Hafen ● Technical Writer at Atlas Systems ● Former Borrowing Supervisor at BYU ● Have a BA in English Linguistics ● Enjoy long walks on the beach, reading Harry Potter, and cat videos [email protected] (757) 467-7872 x216 www.atlas-sys.com/ documentation Electronic Delivery Methods What is Odyssey? Odyssey Helper batch process scanned articles outside of the ILLiad client scanning can be done at any time by anyone - no ILL knowledge required making it complicated Example of a workflow NOT using Odyssey Helper 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports automatically 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports 9. Click Send via Odyssey 1. Process the request 2. Locate the item (In Stacks Searching) 3. Update Stacks Search (Awaiting Lending Scanning) 4. Scan the document 5. Save to G drive 6. In ILLiad, click Scanning 7. Scan/type in the TN 8. Document imports 9. Click Send via Odyssey let’s uncomplicate things Example of a workflow USING Odyssey Helper 1. Process the request 1. Process the request 2. Locate the item 1. Process the request 2. Locate the item 3. Scan the document 1. Process the request 2. Locate the item 3. Scan the document 4. Click Process 1. Process the request 2. Locate the item 3. Scan the document 4. Click Process 5. That’s it. 1. Process the request 2. Locate the item 3. Scan the document 4. Click Process 5. That’s it. 6. Really, there are no more steps. 1. Process the request 2. Locate the item 3. Scan the document 4. Click Process 5. That’s it. 6. Really, there are no more steps. 7. I’m serious! Sometimes IT IS complicated Times when Odyssey Helper might not be the best choice ● not doing batch processing ● using AE or another method ● rush requests or resends Odyssey Helper in ILLiad 8.5 ● Auto mode!!! ● Auto mode!!! ● Backup directory ● Auto mode!!! ● Backup directory ● Fixed routing rule Configure Odyssey Helper Customization Manager Set the location to the folder you scan to OdysseyHelperImagesPathLending OdysseyHelperImagesPathDocDel c:\illiad\images tip! c:\illiad\images is the default, but change to a shared drive if you want to be able to access and send files from any computer show me! 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! c:\illiad\images tip! Requests must be saved as a PDF or TIFF in the correct location and the name of the file must be the transaction number. 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! tip! Requests MUST be at the status of In Stacks Searching to display in Odyssey Helper. 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! 1. Scan the document! 2. Save as the Transaction Number 3. Log in to Odyssey Helper 4. Choose the process type 5. Add billing information 6. Click Process 7. It’s magic! All transactions will be automatically sent and the transaction status and information will be updated in ILLiad. Questions? Thank you! [email protected] (757) 467-7872 x216
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