************************************************************* * * * Cataloger's Desktop Readme File * * * * Late-breaking developments and updates to documentation * * * * Date: March 9, 2000 * * * ************************************************************* -=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=- = CONTENTS OF THIS README FILE: - - = = Foreword - - = = - - UPDATE INSTALLATION OF 2000 ISSUE 1 = = - - Shadow file reconciliation = = - - Bug in Shadow file reconciliation = = - - Web links = = - - Bug in Customized Infobase List feature = = - - Accessing Help on 16-bit computers (486 CPUs) = = - - Print Documentation = = - - Network installations of BOTH Desktop and Class Plus = = - - Compatibility with Microsoft Windows 98 = = - - Windows 2000 Compliance Statement = = - - = =-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-= FOREWORD Cataloger's Desktop is a continuously evolving product. Because print and online documentation needs to be finalized before work on the product may be complete, CDS has decided to use online DOS "readme" files with this and future issues of Desktop. We will add information about product enhance- ments that may not otherwise be immediately apparent. For the most up-to-date user notes, subscribers should consult the FAQ page for Cataloger's Desktop and Classification Plus on the world wide web. The page's URL is . UPDATE INSTALLATION OF 2000 ISSUE 1 The (1999 Issue 4) issue of Cataloger's Desktop and Classification Plus completed the modification to the products' installation programs making them essentially self-updating to the end-user. The following procedure for updating your installation will apply to all future issues. NOTE: This procedure only applies if you have previously installed 1999 Issue 4 and are now installing 2000 Issue 1. If you doing an original installation of 2000 Issue 1, please follow the instructions found in the "Getting Started with Cataloger's Desktop and Classification Plus" booklet. If your institution installed either (or both) Cataloger's Desktop or Classification Plus 1999 Issue 4, you will need to take the following steps to update your installation with 2000 Issue 1. Follow the steps for the type of installation you have used. o Single, standalone tech service workstations; Infobases left on CD-ROMs o Single, standalone tech service workstations; Infobases copied off CD-ROMs o Workstations using tools off a network server; Infobases left on CD-ROMs o Workstations using tools off a network server; Infobases copied off CD-ROMs >> Standalone Workstations; Infobases left on CD-ROMs << 1. Insert the Cataloger's Desktop or Classification Plus CD into your CD-ROM drive. 2. Go to the LC Cataloging Tools program group and run Cataloger's Desktop or Classification Plus normally. >> Standalone Workstations; Infobases copied off CD-ROMs << 1. Insert the Cataloger's Desktop or Classification Plus CD into your CD-ROM drive. 2. Run 'Update Cataloger's Desktop' and/or 'Update Classification Plus.' This will copy the new/updated infobases to your computer's hard disk. 3. Go to the LC Cataloging Tools program group and run Cataloger's Desktop or Classification Plus normally. >> Networked Workstations; Infobases left on CD-ROMs << 1. Insert the Cataloger's Desktop or Classification Plus CD into a networked CD-ROM drive. 2. Windows 95/98/NT users: select the My Computer icon on your desktop; select the CD-ROM drive that holds your Cataloger's Desktop and Classification Plus CD; select Setup.exe. or Windows 3.1 users: pull down File Run... from the menu bar on the Program Manager; type x:setup.exe where 'x' is the letter of the CD-ROM drive that holds your Cataloger's Desktop and Classification Plus CD. 3. Answer each screen in turn. On the Choose Destination Location dialog, click the Browse button and select the same location on the networked drive that you used for the 1999 Issue 4 workstation install. IMPORTANT: You must use the same locations on the networked drives as you used for 1999 Issue 4. Disregarding this instruction will prevent you from successfully updating your product(s). You must select different locations on the networked drive for each CDS cataloging product (Cataloger's Desktop and Classification Plus). After you have selected the network install location, click the Next > button. 4. When you reach the Setup type dialog, select Network Install and then click the Next > button. 5. The following dialog, Select Components, offers you the opportunity to choose where you would like to copy all of the infobases (documents) onto your computer's hard disk. Select Leave them on the CD-ROM and then click the Next > button. 6. The following dialog, Network Information, will display where your network infobases were installed from with 1999 Issue 4. Confirm that this location is still correct, and then click the Next > button. 7. Answer each screen in turn. This portion of the network installation will be done only once per product per issue. At this point you have updated the workstation installation program for Cataloger's Desktop or Classification Plus. 8. If you are updating the other CDS cataloging tool (Cataloger's Desktop or Classification Plus) repeat installation steps 1 through 7 above, taking care of heed the warning in step 3. 9. To complete the update for this product, you must now go to one of the workstations on which these products were previously in- stalled. Go to the workstation's LC Cataloging Tools program group and run both Cataloger's Desktop and Classification Plus normally. NOTE: It is recommended that step 9 be performed on all work- stations that have Cataloger's Desktop or Classification Plus. This will ensure that all workstations' installations are up-to-date. >> Networked Workstations; Infobases copied off CD-ROMs << 1. Insert the Cataloger's Desktop or Classification Plus CD into a networked CD-ROM drive. 2. Windows 95/98/NT users: select the My Computer icon on your desktop; select the CD-ROM drive that holds your Cataloger's Desktop and Classification Plus CD; select Setup.exe. or Windows 3.1 users: pull down File Run... from the menu bar on the Program Manager; type x:setup.exe where 'x' is the letter of the CD-ROM drive that holds your Cataloger's Desktop and Classification Plus CD. 3. Answer each screen in turn. On the Choose Destination Location dialog, click the Browse button and select the same location on the networked drive that you used for the 1999 Issue 1 workstation install. IMPORTANT: You must use the same locations on the networked drives as you used for 1999 Issue 1. Disregarding this instruction will prevent you from successfully updating your product(s). You must select different locations on the networked drive for each CDS cataloging product (Cataloger's Desktop and Classification Plus). After you have selected the network install location, click the Next > button. 4. When you reach the Setup type dialog, select Network Install and then click the Next > button. 5. The following dialog, Select Components, offers you the opportunity to choose where you would like to copy all of the infobases (documents) onto your computer's hard disk. Select Copy them to the hard drive and then click the Next > button. 6. Answer each screen in turn. This portion of the network installation will be done only once per product per issue. At this point you have updated the workstation installation program for Cataloger's Desktop or Classification Plus. 7. If you are updating the other CDS cataloging tool (Cataloger's Desktop or Classification Plus) repeat installation steps 1 through 6 above, taking care of heed the warning in step 3. 8. To complete the update for this product, you must now go to one of the workstations on which these products were previously in- stalled. Go to the workstation's LC Cataloging Tools program group and run both Cataloger's Desktop and Classification Plus normally. NOTE: It is recommended that step 8 be performed on all work- stations that have Cataloger's Desktop or Classification Plus. This will ensure that all workstations' installations are up-to-date. SHADOW FILE RECONCILIATION The Folio Division of Open Market, Corp., the maker of Cataloger's Desktop's retrieval software has send the Library of Congress the following information about shadow file reconciliation: "Views 3.x shadow files will not reconcile with master infobases which have been converted to Views 4.x format. Also, there is no way to convert the shadow files them- selves. If the goal is to incorporate the information contained in the shadow file into the master infobase, then the shadow file itself can be exported to regular infobase format and used as a replacement for the master infobase. But there is no way to retain the changes in the 3.x shadow file AND reconcile it with a 4.x master. The only alterna- tive is to create new 4.x shadow files and re-add the changes manually (or by FSR or something). George, Open Market Support" What this means for subscribers to Cataloger's Desktop is that any shadow files created with the product prior to 1998 Issue 4 will not reconcile with issues after 1998 Issue 3. Note that, although the Library of Congress will continue to press Open Market's Folio Division to make shadow files upwardly compatible, LC has no direct control over the development of FolioViews software development. We regret any inconvenience this may cause. BUG IN SHADOW FILE RECONCILIATION In the course of testing Issue 1 of the 1999 subscription of Cataloger's Desktop, LC staff discovered several bugs in Folio's shadow file technology. All of the bugs relate to how the shadow files reconcile. In brief, shadow file reconcil- iation, while automatic, does not necessarily display shadowed records next to new master records. Subscribers to Cataloger's Desktop who used shadow files prior to 1998 Issue 4 are used to reconciled shadow files that merge shadowed records with new masters. This feature was called "smart merge" by Folio and was reliable and acceptable. With the new 4th generation software from Folio (4.0 and higher), the "smart merge" approach to shadow file reconciliation was dropped in favor of "append merge." Shadow files that have been recon- ciled with "append merge" are supposed to display the new master record, followed immediately afterwards by the old shadow record (if any). Unfortunately under certain circumstances, the old shadow record displays elsewhere in the reconciled shadow file. The Library of Congress has reported to Folio this bug, along with a number of other shadow file reconciliation issues, and subsequent to investigation at Folio, they have agreed that there is a serious problem with the shadow file software. This has been logged as a level 4 bug, which means that it will be fixed with the next service release of the Folio software. No date has been set for distribution of this fix. Until this problem has been fixed by Folio, shadow file users of Cataloger's Desktop may wish to be conservative in using this feature. Shadow files created after 1998 Issue 3 will reconcile, but the results of the reconciliation process are likely to be unpredictable. We regret any inconvenience this may cause. We will keep subscribers informed via the CDS web site of work to resolve this problem. BUG IN CUSTOMIZED INFOBASE LIST FEATURE The Welcome infobase of Cataloger's Desktop includes a feature that enables catalogers to customize the list of tools they wish to routinely consult. This feature is accessed by clicking on the Click Here for Customized Infobase list button. Regrettedly, there is a bug in the Folio Views 4.2 software that prevents this feature from working at all. The bug has been reported to NextPage, the developers of Folio products, and they agree that this is their problem to resolve. They have not however given LC any indication about when the bug will be fixed. We regret any inconvenience this may cause. We will keep subscribers informed via the CDS web site of work to resolve this problem. WEB LINKS Subscribers who run Cataloger's Desktop on 386- or 486-based personal computers are reminded that hypertext links to the World Wide Web (referred to as "web links") will not work on their computers. Additionally, subscribers who use pentium or higher personal computers but who are not connected to the web will be unable to access resources referenced by web links. ACCESSING HELP ON 16-BIT COMPUTERS (486 CPUs) There is a bug in the FolioViews software (the software that runs Cataloger's Desktop) that prevents accessing context-sensitive help on 16-bit computers (486 CPUs). This bug is beyond the Library of Congress's control. Help is, however, available to all Desktop users from the Welcome infobase. To access the help system, click the button that reads: Click Here for Help Topics This will take you to a screen with over a dozen links to specific types of help. A listing of help offerings may be reached by clicking "What help is available." PRINT DOCUMENTATION Cataloger's Desktop is shipped with two pieces of print documentation: a "Getting Started" booklet, and a "Quick Reference" card. The former publication is intended to provide subscribers with information about installing and rights managing this new release of the product. The Quick Reference card includes brief information that should make using Desktop simpler and easier. Most documentation for Cataloger's Desktop and Classi- fication Plus is now being shipped to subscribers on the CD-ROM. Look in the CD's \Manuals directory where you will find a number of manuals and user notes in either ASCII text or Adobe Acrobat (TM) formats. We recommend that you print out each of these files so that you have the most up-to-date documentation available as you use the product. CDS has taken this step so that subscription costs can be kept as low as possible, as well as making it easier to keep the documentation up-to-date. Adobe Acrobat readers are available free via the World Wide Web. A link to Adobe's web site is found in the Welcome infobase. NETWORK INSTALLATIONS OF BOTH DESKTOP AND CLASS PLUS If your institution is installing both Cataloger's Desktop and Classification Plus in a networked environment, there are 2 instructions that MUST be followed to ensure that the products work correctly: o The network (i.e. 1st) part of the installations to the the server must be made to separate directories for each product. For example, you might install Cataloger's Desktop to I:\Data\Cdesktop and Classification Plus to I:\Data\CPlus. o When doing the workstation (i.e. 2nd) part of the installation, both products must be installed to the same directory. CDS recommends that you install the products to C:\LCTools on 16-bit computers and to C:\Program Files\LC\Cataloging Tools on 32-bit computers. Failure to heed this instruction will prevent users from accessing some or all of the infobases included in these products. COMPATIBILITY WITH MICROSOFT WINDOWS 98 Folio TechNote Number: TN00010 Date: 16 July 1998 Product: Folio 4.x (VIEWS, Builder, Publisher, & Integrator) Description: Folio 4.x for Windows Compatibility with Micro- soft Windows 98 Official Open Market certification of Folio Views, Builder, Publisher, & Integrator running on Microsoft Windows 98 will be included as part of a Folio 4.2 upgrade release later this year. In the event that Folio discovers incompati- bilities between Folio 4 products and Windows 98, these concerns will be addressed as maintenance fixes as part of this 4.2 upgrade. Folio 4 product releases will continue to support Operating System upgrades officially released during each Folio up- grade development cycle. #end# WINDOWS 2000 COMPLIANCE STATEMENT FOR NEXTPAGE PRODUCTS TechNote TN0014 6 March, 2000 NextPage Product Compatibility with Microsoft Windows 2000 Description: NextPage has officially tested and certified all shipping products as compatible running on Microsoft Windows 2000. This product list includes LivePublish Suite 2.0, the Folio 4 family of products, and Folio 3 family of products. Please refer to http://www.nextpage.com/win2000 for a list of all currently supported products. NextPage product releases will continue to support Operating System upgrades officially released during each new development cycle. In the event that future incompatibilities are discovered between NextPage products and Windows 2000, these concerns will be addressed and reviewed for future service releases. If you have additional questions regarding NextPage products, please contact your NextPage Business Partner or call NextPage Sales at 1-800-543-6546 (salessupport@nextpage.com). #########################