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Cataloging Label Program support Documentation

Getting Started with the OCLC Cataloging Label Program

Comments? Abstract & revision notes 1. Install the Label Program 2. Start the Label Program 3. Check or Set Options 4. Use the TourGuide 5. Use the Label Program Help 6. Special Instructions: Print Continuous Labels in Windows 2000 or XP 7. Support Connexion Glossary

Getting Started with the OCLC Cataloging Label Program
Fourth Edition

1 Install the Label Program

1.1 System and User Requirements

Operating system

Microsoft® Windows 2000, Windows XP
Microsoft ® Windows Vista
Microsoft ® Windows 7

Windows hardware requirements

Requirements for Windows according to Microsoft:

	Minimum processor	Minimum memory	Minimum available hard disk space
Windows 2000	Pentium 133 MHz	64 MB	650 MB
Windows XP	Pentium 300 MHz	128 MB	1.5 GB
Windows Vista Home Basic	1 GHz 32-bit (x86) processor	512 MB	15 GB
Windows Vista Home Premium/Business/Ultimate	1 GHz 32-bit (x86) processor	1 GB	15 GB
Windows 7	1 Ghz 32-bit (x86) or 64-bit (x64) processor	1GB (32-bit) or 2 GB (64-bit)	16 GB (32-bit) or 20 GB (64-bit)

Additional available hard disk space required for the OCLC Cataloging Label program: 20 MB.

Caution for Windows Vista and Windows 7 users: Although the Label Program is compatible with Vista and Windows 7, the Label Program Help file is not compatible. Microsoft discontinued support for some legacy Help files (file extension *.hlp) with its Vista and Windows 7 releases. See more information on the Microsoft Web site. To continue using the Labels Program Help in Vista or Windows 7, you can download the legacy Help viewer from Microsoft.

User requirements

Install the Label Program. You need local administrator privileges when you install to allow the Label Program to update the necessary system files.

Run the Label Program. You must be a Power User to retain and modify settings and other program files system-wide.

Use the Label Program with the OCLC Connexion browser

You must install Version 1.22 (or higher) of the Label Program to view and print labels for single records in the browser interface to OCLC Connexion. After you install Version 1.22, the Label Program opens automatically and displays a label when you open a record in Connexion and click View Label in Label Program in the Actions list.

For printing labels for multiple records, you create a file using the Connexion browser (default name: Label.svs): flag records in the bibliographic save file for which you want to print labels and click Create Labels for Flagged Records in the Action/Sort list. You can copy the file anywhere the Label Program (or any compatible label printing software) is installed, and then import the file into the Label Program or other software to view, edit, and print the labels.

See Take Actions on Bibliographic Records/"Create labels" in Connexion browser documentation for more information.

The Label Program is not needed for the OCLC Connexion client

If you use the Windows-based client interface to OCLC Connexion, you do not need to install the Label Program. The Connexion client provides the same functions as the Label Program for viewing, editing, and printing labels, but as part of the software itself (go to the View menu and click Label or go to the File menu and click Print Label(s)) . See Print Labels and Accessions Lists in Connexion client documentation for instructions.

1.2 Quick Instructions

This section gives brief instructions for experienced Label Program users for downloading installation files from the OCLC Web site to your workstation and then installing the Label Program from the downloaded files.

For first-time Label Program users: Jump to section 1.4 for detailed instructions on downloading the installation files. Jump to section 1.5 for detailed instructions on installing the program after download.

Before installing:

Close any open applications on your workstation before installing the Label Program, including any Virus Protection programs.
Check to be sure you meet user requirements

Step	Action
1	Create a temporary folder in Windows Explorer (for example, create a folder named *label* in the x:\temp folder, where x is the letter of your hard drive) .
2	Go to the Installation Instructions at: /worldwide/download/instructions/default.htm and begin at step 3, Download Software. A compressed, self-extracting *.exe file downloads to the tamporary folder you created.
3	In the temporary folder, double-click the .exe file. In the Win-Zip Self Extractor window, click Unzip*.
4	Double-click setup.exe. If you are installing the Label Program for the first time, a Setup program opens. Follow prompts to complete installation. If you are upgrading or reinstalling the Label Program, a Maintenance program may open. Select Repair to upgrade or reinstall.
5	Optional. Right-click the temporary folder containing the installation files, and on the shortcut menu click Delete.

1.3 Upgrade or Reinstall

To upgrade or reinstall the Label Program, you do not need to uninstall the previous version first. The Setup Maintenance program installs the Label Program over an existing version. In step 4 above, select one of the following (most users: select Repair):

Modify. Click to select and add or remove individual program components to install. The Label Program keeps your existing settings for label formats and printing.
Repair (recommended for most users). Click to reinstall all of the new program upgrades. The Label Program keeps all of your existing settings.
Remove. Click only if you need to uninstall the Label Program. Your existing settings are lost. (For more on uninstalling, see section 1.6.)

1.4 Detailed Instructions: Download Installation Files

The following detailed procedure is for new users.

Step	Action
1	Point your browser to: /worldwide/download/instructions/default.htm The Installation Instruction Web page opens.
2	Read section 1, "Overview".
3	Create a temporary folder as directed in section 2, "Prepare to Download Software".
4	Access the software download site as directed in section 3, "Download Software".
5	Click Software downloads (in the list on the left side of the page).
6	Enter your OCLC authorization number and password. You can use your valid OCLC Cataloging authorization and password or your OCLC Resource Sharing authorization .
7	Click OK. The Software download page opens.
8	Click the Cataloging Label Program 1.22 link.
9	Scroll to the bottom of the OCLC Software License Agreement and click I Accept.
10	In the File Download screen, click the button next to Save this program to disk, if not already checked, and then click OK.
11	In the Save As dialog box, locate and select the temporary folder you created. The name of the downloaded file automatically appears in the File name box. It is a self-extracting compressed file with the file name extension *.exe.
12	Click Save. Note: The time taken to download software can vary, depending on the size of the file and the speed of your connection.
13	In Windows Explorer, locate the temporary folder and double-click the .exe file to extract the files. In the Win-Zip Self Extractor window, click Unzip*.
14	Click OK. Then click Close.

1.5 Detailed Instructions: Install the Label Program from the Downloaded Files

Before installing the Label Program:

Close any open applications on your workstation before installing the Label Program, including any Virus Protection programs.
Check to be sure you meet user requirements.

The following detailed procedure is for new users.

Step	Action
1	In the temporary folder containing the unzipped installation files (see step13 in the procedure above), double-click setup.exe. Result: If you are installing the Label Program for the first time, a Setup program opens. Complete the remaining steps. If you are upgrading or reinstalling, a Maintenance program may open. Click Repair and skip to step 11 in this procedure.
2	Click Next in the Welcome screen of the Setup program.
3	Click Yes to accept the license agreement.
4	At the Choose Destination Location screen, check the drive and folder shown under Destination Directory (default: \oclcapps). To change the drive or folder, click Browse. Use the Choose Folder dialog box to change the location. If you create a new directory, click Yes to confirm, and then click OK.
5	Click Next.
6	Choose setup type: At the Setup Type screen, accept the default: Typical (recommended for most users). Or (Optional) If you need to save hard disk space (by not installing TourGuide), click Compact. Or (Optional) If you need to install or reinstall parts of the program and select an installation destination, click Custom.
7	Click Next.
8	In the Select Folder for Program Icons screen, select the default: OCLC Applications. This is the name under which you open the program from the Windows Start menu. To use a different name, highlight a name in the list or enter a new name.
9	Click Next.
10	In the Start Copying Files screen, check the installation settings in the Current Settings box, and click Next to start copying files. Optional. To review or change a setting, click Back until you return to the correct screen. When ready, click Next to continue. Result: The setup program copies files to the location you specified, creates a Start menu item, and places a shortcut Label Program icon on the desktop: .
11	In the Install Shield Wizard Complete screen, the Label Program may ask if you want to shut down and restart the workstation or restart later. If you do not get this prompt, click Finish. Installation is complete. If you get this prompt and want to restart your workstation, accept the default Yes and click Finish. If you do not want to restart your workstation immediately, select No and click Finish. However, the Label Program may not work correctly until you restart. Recommendation If you get this prompt, OCLC recommends that you restart the workstation before running the Label Program. After the workstation restarts, you are ready to use the Labels Program.
12	Optional. You may now delete the installation files you downloaded from the Web: Locate and right-click the temporary folder you created (example name: \label). On the shortcut menu click Delete.

1.6 Uninstall the Label Program (Not Required)

Although you are not required to uninstall the Label Program before reinstalling or upgrading the software, the program includes a Remove option. To uninstall:

On the Windows Start menu, go to Settings/Control Panel and click Add/Remove Programs. In the list of programs, click Label Program, and then click Remove.

Or

Run the Setup program as you did when you installed the Label Program, select the button for Remove, and follow prompts to uninstall.

2 Start the Label Program

Action

Double-click the program icon on the desktop:

.
Or
In the Windows Start menu, under Programs/OCLC Applications, click Label Program.

3 Check or Set Options

Default settings

When you install the Label Program, the software automatically supplies settings (defaults) for label printing, label format, and a warning about saving labels.
You are not required to change default settings to use the program. However, you may want to review or change them.

Label options

To view or change the label format, on the Options menu click Format. A check mark next to the format indicates the current selection. Click one of the following formats to change it.

SL4 - Spine, Two Four-line Pockets (default)
SL6 - Spine, Two Six-line Pockets
SLB - Spine, One Four-line Pocket
SP1 - Spine

Print options

To view or change print options, on the Options menu click Print. The Print Options dialog box opens. Check or change any of the following options:

Order for batch-printing marked labels:
- Date/time added to label file (default)
- Spine
- Author 1
- Title 1
Printer (lists all printers you added in Windows Start/Settings/Printers).
Default: Windows default printer
Font. Select any TrueType font installed under Windows. You can print characters and diacritics for Spanish, French, etc. on labels (from an ALA standard list) only in the default font.
Default: ALA BT Courier
Font size (range: 8 pt to 48 pt).
Default: 12 pt
Boldface.
Default: Boldface check box cleared; labels are not printed in boldface
Form (stock). Select Continuous (pin-feed) or Sheet.
Default: Sheet stock
Print offsets (positions text on label stock).
Default: No print offsets (0.0)

Units. Select inches or centimeters for print offset specifications.
Default: Inches
Prompt for Options. Click to select if you want a prompt to specify the start position for printing labels (sheet stock only).

With this option selected, when you start label printing (immediate or in batch mode), the Label Program prompts you to select the column and row for the first label.

Default: Prompt for Options check box not selected; no prompt for column and row
Output to text file (editable file in ASCII format). Alternative to printing. Specify the full path and file name.
Default: Check box cleared; labels are printed, not output to a text file

Option to turn off the warning to save a label before closing

By default, the Label Program prompts you with an option to save before you close a label if you:

Modified the label

Or
Viewed the label from a record displayed in OCLC Connexion, whether or not you modified the label

To turn the warning message off, or to turn it back on:

Action

On the Options menu, click Warn before closing unsaved label.

A check mark next to Warn before closing unsaved label indicates that the warning message is on. If no check mark appears, the warning is off.

Help on options

Action

In the Print Options dialog box, click Help
Or
On the Help menu click Contents. Double-click to expand the section Prepare to Print Labels. Then double-click a topic to open it.
Or
On the Help menu click Index. Type any of these keywords: label formats, font, boldface, form or stock, print offsets, or printer.

4 Use the TourGuide

What is the TourGuide?

Quick orientation to selected procedures that are detailed in the Label Program Help
Brief guided tour and demonstration of some Label Program features and functions (not a complete tutorial)

How to use

Action

On the Help menu click TourGuide. Follow the prompts on the screens.

5 Use the Label Program Help

Caution for Windows Vista users: Although the Label Program is compatible with Vista, the Label Program Help file is not compatible. Microsoft discontinued support for some legacy Help files (file extension *.hlp) with its Vista release. See more information on the Microsoft Web site. To continue using the Labels Help in Vista, you can download the legacy Help viewer from Microsoft.

What information is available?

Step-by-step procedures
Reference information
Context-sensitive explanations of menu commands, toolbar buttons, and dialog boxes

Help Contents

The major sections of Help are:

Label Program Basics
Prepare to Print Labels
Manage Label Files
Create Label Files in Passport for Windows Software
Import Labels
Search Label Files
Process Labels from a List
View Labels
Edit Labels
Create New Labels
Print Copies of Labels
Print Labels for Multiple Copies or Parts
Print Labels Now
Print Labels in Batches

How to find information in Help

Method	How to Use
Browse the Help table of contents (see list above)	On the Help menu click Contents, or on the toolbar click .
Search or browse the Help keyword index	On the Help menu click Index and type a word or phrase.
Build and search a full-text index of Help	On the Help menu click Contents or Index. Click the Find tab and follow prompts to create a full-text index of Help. Type a word or phrase.
Open a context-specific Help topic	Click a Help button in a dialog box, or press <F1>. Or On the toolbar click , or press <Shift><F1> (turns the cursor into a Help pointer). Use the Help pointer to click a menu command, toolbar button, or area of the main Label Program window.

6 Special Instructions: Print Continuous Labels in Windows 2000 or Windows XP

Problem

To print continuous labels in Windows 2000 or Windows XP, you must set up a custom label form to use with your pin-feed printer.
Unless you specify a custom form, the printer advances the stock incorrectly, inserting a form feed after each label.

Use same pin-feed printer for labels and other printing

If you create a label form for your pin-feed printer but want to use the same printer for other printing, do one of the following:

Change from one form to another. After printing labels, change the form for the printer. Select the form you used before you set up the custom label form. Before printing labels again, select the label form.
Change from one printer driver to another. Install the driver for the pin-feed printer a second time. Use a different name for the second installed printer driver that indicates it is used for label printing. Set up a label form for use with the label-printing driver. Then, when you use the pin-feed printer, select the label printer driver to print labels or the standard printer driver for other printing jobs.

Set up a label form in Windows 2000 or Windows XP

Step

Action

Double-click My Computer and then double-click the Printers folder.

Click File at the top of the Printers folder and select Server Properties,.

In the Print Server Properties dialog box, click the Forms tab if it is not on top.

On the Forms tab, select the Create a New Form check box.

In the Form Description for box, type a name for the label form. For example, type sl4 label.

Under Paper Size, specify the width and height of each label area for the label stock you use. Take measurements from edge to edge of the stock; do not measure the text area of the label itself.

Typical Label Dimensions
Format	Width	Height
sl6	5.0 inches (500 hundredths)	3.0 inches (300 hundredths)
sl4	5.0 inches (500 hundredths)	2.0 inches (200 hundredths)
slb	5.0 inches (500 hundredths)	2.0 inches (200 hundredths)
sp1	3.0 inches (300 hundredths)	2.0 inches (200 hundredths)

Do not change the default values for Printer Area Margins.

Click the Save Form button. Then click Close to close the Print Server Properties dialog box.

In the Printers folder, make sure the icon for the pin-feed printer is highlighted. Click to highlight it if necessary.

Right-click the printer name and click Properties.

In the Properties dialog box, select the General tab.

On the General tab, select Printing Preferences. Then click Advanced.

In the Advanced dialog box, select the Paper Size check box.

In the Paper Size list, highlight the custom form you created (example: sl4 label).

To save the new settings, click OK, then Apply, then OK, and then OK to close the Properties dialog box. Then close the Printers folder.

Start the Label Program. On the Options menu click Print.

In the Print Options dialog box, select the pin-feed printer for which you set up a label form. Under Form, select Continuous. Then click OK.

Note on units for label dimensions

In U. S. versions of Windows NT, use English units (the default) to specify paper sizes. If you prefer, select Metric units and specify label dimensions in centimeters.