What is Odyssey Helper? Caitlin Hafen, Atlas Systems

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
chafen@atlas-sys.com
(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!
chafen@atlas-sys.com
(757) 467-7872 x216