Receipts

transcript

Customizing Evergreen’s

Receipt Templates

Terran McCannaPINES Program Manager

Georgia Public Library Servicetmccanna@georgialibraries.or

Receipts

Windows Printer

Settings

Evergreen Printer Settings

Evergreen

Receipt Templat

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1. Install Printer Drivers for Laser and Receipt Printers and Set Up Paper Size / Properties

2. Set Windows Default Printer to the Laser Printer

3. Configure Evergreen Printer Settings• Default Settings = Laser Printer• Receipt Settings = Receipt Printer• Offline Settings = Receipt Printer• Instructions at:

http://pines.georgialibraries.org/printers

4. Customize Receipt Templates

Overall Steps for Setting Up Receipts

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> Admin > Workstation Administration > Receipt Template Editor

Receipt Template Editor

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Macros

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Macros

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Macros

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Macros

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HTMLFunction Template Result

Bold My Library My Library

Italic My Library My Library

Underlined My Library My Library

Bold & Underlined

My Library

My Library

Line Break My Library MyLibrary

Line My Library<hr/> My Library

Center <center>MyLib</center>

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HTMLFunction Template Result

Center <center>MyLib</center> MyLib

Center MyLib

Push to the Right

MyLib MyLib

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Numbered List of Items or Bills

Header Welcome to %LIBRARY%! You have the following items checked out:<hr/><ol>

Line Item <li>%title% Due on %due_date%</li>

Footer </ol><hr/>

Result

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Bulleted List of Items or Bills

Header Welcome to %LIBRARY%! You have the following items checked out:<hr/><ul>

Line Item <li>%title% Due on %due_date%</li>

Footer </ul><hr/>

Result

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Add an Image

1. Upload an image to your web site and note the URL.

2. Add code to receipt template header or footer: <img src=“my image path” />

Example:

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Add an Image

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Adjust Image Size

If image size is too large for the receipt, you can shrink the size it prints at with HTML:

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TablesHeader Welcome to %LIBRARY%! You have the

following items checked out:<table border=“1” cellpadding=“5” cellspacing=“0”>

Line Item <tr><td>Title:</td><td>%title%</td></tr><tr><td>Due:</td><td>%due_date%</td></tr>

Footer </table>

Result

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Font Changes with CSSFunctio

nTemplate Result

Change Font

My textMy text

My text

Change Size

My textMy textMy text

My textMy textMy text

Both My text

My text

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Font Changes with CSSFunctio

nTemplate Result

Change Case

My text

My text

My text

MY TEXT

my text

My Text

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Date Format for Due DateCode Result

%due_date% 2014-10-06

%DATE_FORMAT(%due_date%, %m/%d/%Y)%

10/06/2014

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Date Format for Today’s Date

Code Result

%TODAY% Tue Sep 30 2014 17:04:29 GMT-0400 (Eastern Daylight Time)

%TODAY_TRIM% 2014-09-30 17:04

%TODAY_F% 2014-09-30

%DATE_FORMAT(%TODAY_F%,%m/%d/%Y)%

09/30/2014

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Trim Strings

Function Template Result

Print First x Characters Only

%SUBSTR(0,11)%%title%%SUBSTR_END%

Crime and P

Print Last x Characters Only

%SUBSTR(-4)%%PATRON_BARCODE%%SUBSTR_END%

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Sort List of Items Alphabetically

Sort by Title

In Line Item:

%SORT(title)%<li>%title% %due_date%</li>

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Example: Large Transit InfoFunction Template Result

Put large transit info at top of slip

In header:

%route_to% %courier_code%<hr/>

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This only works on checkout, not on items_out.

Example: Add Balance Owed

Put balance owed at bottom of slip:

In footer:

YOU OWE: $%balance_owed%

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Example: Show Total Value

Add up item prices

In Line Item:

Value: %price%

In Footer:

Total Value:

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Use Includes to store and update standard text that will be used on multiple receipts and/or workstations.

Permissions needed:

UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.alert_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.event_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.footer_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.header_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.notice_text

Includes

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First, Edit Text in the Library Settings Editor:

1. Go to the Library Settings Editor (Admin > Local Administration > Library Settings Editor).

2. Choose your Context Location (local branch or local system).

3. After the list loads, filter by "include" to display the list of options: alert_text, notice_text, event_text, header_text, footer_text.

Includes

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Includes

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Includes

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Next, Update Receipt Template:

1. Go to the Receipt Template Editor

2. Choose a template you'd like to add the Include to (for example, checkout).

3. Add the macro: %INCLUDE(x)%

Includes

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IncludesTest Results:

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Receipt templates must be updated on each workstation individually, but you can export and import to make the job easier.

Sharing Receipt Templates

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1. Update and save all of the receipt templates you wish to modify on one workstation.

2. In the Receipt Template Editor on that workstation, click the Export button (it does not matter which template you are viewing, as it will export all of them).

3. Save it to a convenient location (flash drive, network drive, etc.)

Export Customized Receipt Templates

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1. Go to a workstation you want to add the receipt templates to - open the Receipt Template Editor.

2. Click the Import button (it does not matter which template you are viewing, as it will import all templates).

3. Navigate to the location of your exported template file and either double-click on the file name or click the Open button on the pop-up window.

4. Click the Save Locally button.

Import Customized Receipt Templates

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http://pines.georgialibraries.org/receipt-templates

For Further Information:

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Documents