6.7. Workstation Administration

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Copy Editor: Copy Location Name First

Font and Sound Settings

Select Hotkeys

Configure Printers

Set Search Preferences

Button Bar/Toolbar

Copy Editor: Copy Location Name First

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By default, when editing item records, library code is displayed in front of shelving location in Shelving Location field. You may reverse the order by going to AdminWorkstation AdministrationCopy Editor: Copy Location Name First. Simply click it to make copy location name displayed first. The setting is saved on the workstation.

Font and Sound Settings

You may change the size of displayed text or turn staff client sounds on and off. These settings are specific to each workstation and stored on local hard disk. They do not affect OPAC font sizes.

  1. Select AdminWorkstation AdministrationGlobal Font and Sound Settings.

  2. To turn off the system sounds, like the noise that happens when a patron with a block is retrieved, check the disable sound box and click Save to Disk.  

  3. To change the size of the font, pick the desired option and click Save to Disk.  

Select Hotkeys

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All or partial hotkeys can be turned on or off. It can be done for all workstations at a particular library (see Library Settings for details) or for a particular workstation by going to

  1. AdminWorkstation AdministrationHotkeysCurrent. Select from Default, Minimal, and None.

    • Default: inlcuding all hotkeys

    • Minimal: including those hotkeys using CTRL key

    • None: excluding all hotkeys

  2. Go back to the above menu. Click Set Workstation Default to Current.

    To clear the existing default click Clear Workstation Default.

You can use the Toggle Hotkeys button, included in some toolbars, on top right corner, to switch your selected Hotkeys for the current login session on or off. It has the same effect as when you click Disable Hotkeys on the Hotkeys menu.

Configure Printers

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Use the Printer Settings Editor to configure printer output for each workstation. If left unconfigured Evergreen will use the default printer set in the workstation's operating system (Windows, OSX, Ubuntu, etc).

Evergreen printing works best if you are using recent, hardware-specific printer drivers.

  1. Select AdminWorkstation AdministrationPrinter Settings Editor.

  2. Select the Printer Context. At a minimum set the Default and Offline context on each Evergreen workstation. Repeat the procedure for other contexts if they differ from the default (e.g. if spine labels should output to a different printer).

    Note

    If the Offline context is not set receipts will not print when using the Offline Module.

    Printer Context Description

    Default

    Default settings for staff client print functions (set for each workstation).

    Receipt

    Settings for printing receipts

    Label

    Printer settings for spine and pocket labels

    Mail

    Settings for printing mailed notices (not yet active)

    Offline

    Applies to all printing from the Offline Interface

  3. After choosing Printer Context click Set Default Printer and Print Test Page and follow the prompts. If successful, test output will print to your chosen printer. 

  4. Optional: to further format or customize printed output click Page Settings and adjust settings. When finished click OK and print another test page to view changes.

    Tip

    Generally you need to set all the margins to 0 and headers and footers to Blank.

Advanced Settings. If you followed the steps above and still cannot print there are two alternate print strategies:

  • DOS LPTI Print (sends unformatted text directly to the parallel port)

  • Custom/External Print (configuration required)

In most cases changing the Advanced Settings is a last resort if the Default print stragety (Mozilla Print) does not work. Please contact Sitka support if you need help with these settings.

Note

Evergreen cannot print using the Windows Generic/Text Only driver. If this driver is the only one available try one of the alternate print strategies instead.

Set Search Preferences

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You may set up a default search library and preferred library for a workstation. These settings will override the same settings in the login account. You may also select a default search method for Advanced Search.

  1. Go to AdminWorkstation AdministrationSet Search Preferences.

  2. Read the description carefully. Use the down-pointed arrow to list the options. Click your choice and Save.

Tip

Search Library can be easily overridden on search screens by using the dropdown list in Search Library box. Preferred Library can only be chosen in either Workstation Administration or Account Preference. Settings in Workstation Administration take precedence.

6.7.1. Configure Receipt Templates

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There are many default receipt templates included with the Evergreen staff client. These templates are saved on individual workstations. Customization can be done workstation by workstation or by exporting the templates to import to other workstations.

The follwing example will walk you through how to customize the receipt that is printed on Checkout.

  1. Select AdminWorkstation AdministrationReceipt Template Editor.

  2. Select the checkout template from the dropdown menu.

  3. This is what the default checkout template looks like.  The template preview is on the left hand side.  You can edit the Header, Line Item or Footer on the right hand side.  

  4. In the upper right hand corner you can see the available macros by clicking on the Macros button.  A macro prints a real value from the database. In this example, the macro %LIBRARY% prints “Prince Rupert Library”.  The macros that are available vary slightly between types of receipt templates (i.e. bills, holds, items).

    Tip

    Receipt templates are marked up with HTML tags. You may use most HTML tags. See http://www.w3schools.com/html/ for more information on HTML tags.  

    You may insert a link to an image, e.g. your library's logo, that exists on the web. For example, to inlcude Sitka's logo, enter tag <img src=http://catalogue.bclibraries.ca//opac/skin/default/images/sitka.png>. in the receipt template. The URL is where Sitka's logo is kept on the Web.

    There are several macros that can carry pre-built contents specific to individual libraries. The contents can be set up in local administration. For details see Library Settings. Though text can be hard-coded in receipt templates, the pre-built contents will be automatically applied to receipts printed from all workstations without editing each template.

    • %INCLUDE(notice_text)%

    • %INCLUDE(alert_text)%

    • %INCLUDE(event_text)%

    • %INCLUDE(footer_text)%%

    • %INCLUDE(header_text)%

  5. Below are some example edits:

    The above is the default Line Item in Checkout template. The macro %barcode% prints the item barcodes of the books that were checked out.  The macro %due_date% prints the due date for each item that was checked out. You may add a line break between them: Barcode: %barcode% </br> Due: %due_date%

    The receipt preview will look like this:

    Note

    The due date can only be printed in the YYYY-MM-DD format.

    This is what the default Footer looks like:

    Remove the “You were helped by %STAFF_FIRSTNAME% <br/>”.  As many libraries use a generic circulation login on the circulation desk, the “You were helped by…” note isn’t meaningful.  

    Add “Renew your items online at http://terrace.catalogue.bclibrary.ca or phone the library at (250) 638-8177” to inform your patrons how to renew their items.

  6. Once you have the checkout template how you want it, click Save Locally to save the template to your computer.  

Exporting templates

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As you can only save a template on to the computer you are working on you will need to export the template if you have more than one computer that prints out receipts (e.g. more than one computers on the circulation desk, or another computer in the workroom that you use to checkin items or capture holds with).

  1. Click on Export.  

  2. Select the location to save the template to, name the template, and click Save.

  3. Click OK to confirm.

Importing Templates

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  1. Send the exported templates file to the workstation to which you want to import the templates. You may do it using memory stick or email, etc.

  2. On Receipt Template Editor, Click Import.

  3. Navigate to and select the template file that you want to import.  Click Open.

  4. Click OK to confirm on the prompt.

  5. Click Save Locally.

Caution

By default all libraries use shared and hard-coded templates for Hold Slip and Transit Slip. Libraries can switch to using their own templates by setting up a library setting: Use legacy hardcoded receipts/slips. Details see Library Settings.

Button Bar/Toolbar

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There is an optional toolbar with buttons providing quick access to commonly used staff client functions. When activated the toolbar appears below the menu bar.

The look of the buttons can be customized. Use Mode, Label Position and Icon Size on the Toolbar menu shown on the screen below to select your preference.

A group of buttons can be selected or activated by default for all workstations at a particular library (see Library Settings for details). A different default group can be set up on individual workstations by the following steps.

  1. Go to AdminWorkstation AdministrationToolbarsCurrent.

  2. Choose a group from the list.

  3. Go back to the above menu. Select Set Workstation Default to Current. The above selected toolbar group is set as default for this workstation.

    To clear an existing setting click Clear Workstation Default.

Circulation and Cataloguing are the default toolbar groups. Local system administrators can create new groups for individual accounts, workstations or all in a particular library.

  1. Go to AdminWorkstation AdministrationToolbarsConfigure Toolbars.

  2. Click New Toolbar

  3. In the prompt window type in a name for the new group, and then click OK.

  4. Choose the function buttons you want to add to the new group. Click -->(A) to add. You may select one in the Selected pane, and then click <--(R) to remove it.

  5. Check one of the radio buttons: Owning Org Unit, Owning Workstation, or Owning User to specify that the new group should be available to every workstation in your library, or this workstation, or yourself only.

  6. If you chose Owning Workstation in the above step, click the down-pointed arrow at the end of the Permission Context box to select your library in the organizational unit tree.

  7. Click Save Toolbar.

  8. The new toolbar group will be displayed together with Circulation and Cataloguing groups when you choose a toolbar group next time.

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