Odyssey Client Documentation

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Receive electronic documents from other Odyssey users and process them for print or electronic delivery. 

Overview

Using Odyssey Standalone, you can receive electronic documents from ILLiad libraries using Odyssey as well as other Odyssey Standalone locations.

Print the documents or prepare them for electronic delivery to your patrons.Odyssey version 3.0 allows you to receive PDF files as well as TIF files.

Receiving Documents from Borrowing Libraries

New documents are received and display in the Main tab under the Awaiting Review queue.

This queue is chosen by Odyssey as the default queue, but you can change your default automatic processing action to one of the options listed below.

The instructions for Odyssey Receiving below use the Awaiting Review queue to walk you through the full processing procedure.

Odyssey Receiving

Follow the steps below to manually process an incoming electronic document for delivery.

1. Click the Awaiting Review queue to view the list of documents to be processed.

2. Double-click the entry in the Awaiting Review queue to open the document and review it.

3. Use the scanning tools to make any necessary changes to before processing for delivery to your patron.

4. If you receive a partial, incorrect or illegible document, you will need to contact the lender outside of Odyssey. Leave the document in the Awaiting Review queue. When the new document arrives, you can insert the new pages.

5. Process the document by printing (Print), converting it to PDF format and moving to the Completed folder (Convert), leaving it as a TIF file and moving it to the Completed folder (Post File), or deleting it (Delete). The Print button has a dropdown that allows you to choose to Print, Print and Hold, or Print and Delete the document.

6. Processing the document closes the document form and returns you to the Odyssey Main form.

Specifying Default Automatic Processing Actions for a Lender.

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Using the Override Default option on the Address form, you can also change the default automatic processing option on a lender-by-lender basis.

The Automatic Processing Actions

You can select your default processing action from the 4 actions listed below.

The document will automatically process according to the action you have selected.

Manual Review

Received documents are moved to the Awaiting Review status so they can be reviewed and processed manually as described above. See #Viewing Received Documents, below, for explanation of the Awaiting Review status.

Convert to PDF

Received documents are converted to PDFs, merged with a coversheet and moved to the Completed folder for electronic delivery. See #Viewing Completed Documents, below.

Print

Received documents are merged with the coversheet and printed for delivery to patrons.

Print and Hold

Received documents are merged with the coversheet, printed and moved to the On Hold status for later processing. See #Viewing Received Documents, below.

Post File

Received documents are moved to the Completed file without conversion or a coversheet for electronic delivery. See #Viewing Completed Documents, below.

Creating a Coversheet for Incoming Documents

If you want a coversheet to accompany your incoming requests, create a PDF coversheet document and place it in the same folder as your Odyssey.exe file. This is the c:\program files\odyssey\ folder by default. 

The coversheet will automatically be added to your documents if you selected the Include Cover Sheet option in your Settings.

Reprinting Documents

The Reprint button allows you to reprint documents from the Print and Print and Hold queues. Choose the documents you want to reprint and click Print Selected.

Viewing Received Documents

Awaiting Review

Received documents are moved to this status so they can be reviewed and processed manually. See the default processing status #Manual Review, above.

If automatic processing fails for any reason, the incoming document moves to the Awaiting Review queue.

On Hold

Received documents are printed, merged with a coversheet and moved to this status when #Print and Hold is the default status.

From here you can open the document and elect to Convert (convert to PDF), Post File (post as a Tiff to the Completed folder) or Delete the file.

Today's Items Processed

Displays a list of all received and processed documents for the day.

Viewing All Document Statuses.

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A complete list and explanation of document statuses is available at Viewing Document Status and Statistics.

Viewing Completed Documents

You can view all completed documents ready for deliver to your patrons by clicking the Show Completed Documents button on the Main form.

This opens the Completed folder and displays the TIF and PDF files stored there.

Scanning Tools

Various viewing and editing tools are available on the scanning form.

These tools allow you to work with and make changes to scanned documents and images prior to delivering them to your patrons.

These tools are explained below.

Select

The Select icon allows you to select a specific portion of the page to be retained in order to crop the undesired excess from the image.

After clicking Select, your cursor appears as a green target (plus) when placed over the document.

Move to the edge of the area to be cropped, click and hold the mouse button, and drag the cursor to outline a rectangular portion of the image that should be retained.

Resize the selected area as needed by dragging the corners of the selected box. The image is not modified by these actions until the Crop icon is used.

Once you have the selected area as you want it, use the #Crop icon (see below) to edit the image.

Pan

The Pan icon allows you to grab the displayed page with your mouse and drag it within the display pane so that you can see other sections of the image without having to resize it.

To use this, simply click the Pan icon. Click on the displayed page and your cursor appears as a hand icon on the image. Drag the image to the desired location within the pane. The image is not modified by this action.

Zoom

Several options exist to help you resize the selected page. The image is not modified by these actions.

Zoom In

This will zoom in and make the image appear larger. Choose Zoom and left-click on the document to zoom in.

Zoom Out

This will zoom out and make the image appear smaller. Choose Zoom and right-click on the document to zoom out.

Best Fit

The Best Fit icon resizes the image of the selected page within the display pane so that the entire page image is displayed.

Fit Height

This will resize the image to fit the height of the article to the display pane.

Fit Width

This will resize the image to fit the width of the article to the display pane.

Crop

The Crop icon allows you to remove undesired excess from the page image. This is used in conjunction with the #Select icon (see above).

Once the section of the image that is to be retained has been selected, click the Crop icon to remove the undesired portion of the image.

Rotate

Because scanned documents often arrive with some (or all) pages oriented upside down or sideways, ILLiad allows you the option of rotating and/or flipping pages a variety of ways. Clicking the Rotate icon will rotate the image counter-clockwise.

Clicking the arrow on the rotate icon brings up a menu of these options. To select the desired option, click on it. The specified action will be performed immediately.

Menu Selection

Action

Left

This option will rotate the selected page in the article 90 degrees to the left. Note: This operation is specific to the selected page(s).

Right

This option will rotate the selected page in the article 90 degrees to the right. Note: This operation is specific to the selected page(s).

Flip

This option will flip the selected page in the article 180 degrees. Note: This operation is specific to the selected page(s).

Flip All Pages

This option will flip all of the pages in the selected article 180 degrees. Note: This operation is applied to the entire article.

Flip Odd Pages

This option will flip every other page in the selected article 180 degrees, starting with page 1. Note: This operation is applied to the entire article.

Flip Even Pages

This option will flip every other page in the selected article 180 degrees, starting with page 2. Note: This operation is applied to the entire article.

Flip Odd Pages - Starting with 3

This option will flip every other page in the selected article 180 degrees, starting with page 3. Note: This operation is applied to the entire article.

Rotate All Pages Left

This option will rotate all pages in the selected article 90 degrees to the left. Note: This operation is applied to the entire article.

Rotate All Pages Right

This option will rotate all pages in the selected article 90 degrees to the right. Note: This operation is applied to the entire article.

Deskew

You have the option to Deskew (straighten) the selected page(s) of the document if you wish to do so.

The deskew icon corrects the alignment of pages that were scanned slightly off square. This action may be performed for the selected page(s) by clicking the Deskew icon.

Undo

The Undo icon allows you to undo your previous editing action(s). The image will return to its previous state.

Delete

The Delete icon allows you to delete all or selected page(s) of the document.

Clicking the X deletes the selected page.

Clicking the pulldown arrow brings up a menu containing the following options:

Menu Selection

Action

Delete All Pages

This will delete the entire article.

Delete Selected Pages

This will delete only the selected page(s).

Manipulating PDF Files.

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Image manipulation is disabled when working with PDF files, so these files cannot be altered using the Crop, Rotate, Deskew or Delete scanning tools available on the scanning form. PDF files are sent exactly as they are imported into Odyssey.

Saving Files

The Export button is effectively a "Save As" option. This allows you to save a copy of the electronic article as a tif file to a location of your choice. The image is not modified by this action.

Using Odyssey and Ariel on the Same Scanner.

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While it is possible to use both Odyssey and Ariel on the same machine, they cannot both be turned on at the same time. Because Odyssey and Ariel us the same scanner functionality, running them concurrently will cause errors. If you want to use Odyssey Standalone on a machine that also runs Ariel, you will need to turn off Ariel while you are using Odyssey and turn it back on when you are done.

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You can test that your Odyssey Client is successfully receiving documents on this website. Enter you Odyssey address and click the Send button to have a test document sent to your Odyssey client.




Related Topics

Installing and Configuring the Odyssey Client
Managing the Odyssey Address Book
Sending Electronic Documents
Viewing Document Status and Statistics