Administrator’s Guide...password is “staff”; the administrator’s password is supplied in an...

SelfCheck™ System Model 6210/7210

Administrator’s Guide

3M Library Systems

3M Center, Building 225-4N-14 St. Paul, MN 55144-1000

1-800-328-0067 www.3M.com/library

3M™ SelfCheck™ System Model 6210/7210 Administrator’s Guide

78-8123-7437-5 Rev. D

Software Version 4.1

7/18/2005

© 2002–2005 3M. All rights reserved.

3M, SelfCheck, and Tattle-Tape are trademarks of 3M. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

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Contents

Introduction......................................................................................................... 1

Power Connection and Video Monitor Controls ........................ 2 Initial Power Connection............................................................................................... 2 Video Monitor Controls ................................................................................................. 2

3M™ SelfCheck™ System Manager .................................................... 3 Use of Passwords......................................................................................................... 3 3M™ SelfCheck™ System Manager Installation ......................................................... 3 Starting 3M™ SelfCheck™ System Manager .............................................................. 4 Barcode Scanner Setup ............................................................................................... 5

Scanner Location ................................................................................................... 5 Scanner Communications...................................................................................... 5 Advanced Settings ................................................................................................. 5

Barcode Procedures..................................................................................................... 6 Adding a Barcode Type.......................................................................................... 6 Scanner Parameters .............................................................................................. 6 Setting the Barcode Location on Items.................................................................. 7 Setting the Barcode Policy..................................................................................... 7

Filtering Patron and Item IDs........................................................................................ 8 Working with Filters................................................................................................ 8 Creating an ID Filter ............................................................................................... 9 Editing an ID Filter................................................................................................ 10 Testing an ID Filter............................................................................................... 10 ID Filter Language................................................................................................ 11

Check-in Policy Procedures ....................................................................................... 15 Setting Up Sort Codes for Patron Check-in ......................................................... 15 Resensitizing Checked-In Items .......................................................................... 16 Enhanced Check-in.............................................................................................. 16

Circulation Procedures ............................................................................................... 17 System Use: Check-In, Checkout, or User-Selectable ........................................ 17 Circulation Options............................................................................................... 17 Fines and Fees Options....................................................................................... 17

Configuring PAMS Access ......................................................................................... 18 Printing the Configuration File .................................................................................... 19 Display Procedures .................................................................................................... 19 Hardware Testing ....................................................................................................... 20

Barcode Scanner Test ......................................................................................... 20 Magnetic Card Reader Test................................................................................. 21 Smart Card Reader Test ...................................................................................... 21 Multiple Book Detector Test ................................................................................. 22 RFID Reader Test ................................................................................................ 22 Keypad Test .........................................................................................................23 Sensitizing Circuitry Test...................................................................................... 23 Printer Test........................................................................................................... 24 Proximity Sensors Test ........................................................................................ 24 Videocassette Unit Test ....................................................................................... 25 Serial Circulation Systems Communications Test ............................................... 25

Host Communications Procedures ............................................................................. 26 Windows Network Settings .................................................................................. 26

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Setting Up Host Communications ........................................................................ 27 Creating a login script .......................................................................................... 27

Item Policy Procedures............................................................................................... 30 Enabling Video Cassettes and CD-ROMs ........................................................... 30 Allowing Multiple Items with the Same ID............................................................ 30 Selecting Item Types............................................................................................ 30 Setting the Item ID Length ................................................................................... 30 Setting the Renewal Policy .................................................................................. 30

Keypad Procedures .................................................................................................... 31 Clearing the Keypad Buffer.................................................................................. 31 Entering a Keypad Command.............................................................................. 32 Keypad Command Numbers................................................................................ 33

Languages .................................................................................................................. 34 Installing a Language........................................................................................... 34 Removing a Language......................................................................................... 34

License Key Procedure .............................................................................................. 35 Magnetic Card Reader Procedures............................................................................ 36

Enabling the magnetic card reader ...................................................................... 36 Communications Port........................................................................................... 36 Detect Interval ...................................................................................................... 36 Card Reader Type................................................................................................ 36 Card Type ............................................................................................................ 36 Card Track ........................................................................................................... 36

Message Procedures.................................................................................................. 37 Editing Message Screens .................................................................................... 37 Editing Text with the Message Composition Tool................................................ 38 Editing non-Western text...................................................................................... 38 Dragging Text....................................................................................................... 38

Modes of Operation .................................................................................................... 39 SelfCheck Mode................................................................................................... 39 Out of Service Mode ............................................................................................ 39 Store and Forward Modes ................................................................................... 39 Demonstration Mode............................................................................................ 39 Terminal Emulation Mode .................................................................................... 39

Multiple Book Detector Procedures............................................................................ 40 Patron Policy Procedures ........................................................................................... 41

Selecting the Patron Identifier.............................................................................. 41 Requiring a PIN from the Patron.......................................................................... 42 Patron Barcode Filters ......................................................................................... 42 Patron ID Length .................................................................................................. 42

Printer Procedures...................................................................................................... 43 Selecting a Printer................................................................................................ 43 Setting the Default Font Size ............................................................................... 43

Radio Frequency Identification (RFID) Procedures.................................................... 44 RFID Hardware .................................................................................................... 44 RFID Reader Type ............................................................................................... 44 Communications Port........................................................................................... 44 Detection Interval ................................................................................................. 44

Receipt Procedures .................................................................................................... 45 Basic procedure ................................................................................................... 45 Creating new receipts .......................................................................................... 45 Editing Receipt Scripts ......................................................................................... 48 Adding a Line of Text to the Receipt.................................................................... 49 Saving the receipt ................................................................................................ 49 Previewing the receipt.......................................................................................... 49

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Using the Code Options....................................................................................... 50 Code Definitions................................................................................................... 51 Setting the Number of Receipts ........................................................................... 53 Setting Receipt Masking ...................................................................................... 53 Setting the Receipt Language.............................................................................. 53 Setting Receipt Buffering ..................................................................................... 54 Setting Walkaway Receipt Printing ...................................................................... 54 Choosing the Active Receipts .............................................................................. 54

Security Policy Procedures......................................................................................... 55 Setting Up Suspicious Patron Checking .............................................................. 55 Editing Disable Messages.................................................................................... 55

Session Logs .............................................................................................................. 56 Viewing Session Logs.......................................................................................... 56 Session Log Options ............................................................................................ 56

Smart Card Reader Procedures ................................................................................. 58 Smart Card Hardware .......................................................................................... 58 Communications Port........................................................................................... 58 Detect Interval ...................................................................................................... 58 Card Reader Type................................................................................................ 58 Smart Card Type.................................................................................................. 58 Physical Type....................................................................................................... 58

Standard Interchange Protocol (SIP) ......................................................................... 59 Communication Parameters ................................................................................ 59

Login Message ........................................................................................................... 60 Terminal Password .............................................................................................. 60 Location Code ...................................................................................................... 60 Institution ID (AO)................................................................................................. 60

Store and Forward...................................................................................................... 61 Configuring Off-line Processing ........................................................................... 61 Blocking Patrons During Off-line Processing....................................................... 62 Setting the 3M™ SelfCheck™ System to Off-Line Processing Mode ................. 62 Backing Up Store Files to Text ............................................................................ 63 Forwarding Stored Transactions.......................................................................... 64

Video Checkout Unit (VCU) Procedures .................................................................... 65 VCU Hardware ..................................................................................................... 65 Desense On/Off ................................................................................................... 65 VCU Communications.......................................................................................... 65

Solving Problems ........................................................................................... 66 FAQs...........................................................................................................................66

How can I change screen messages?................................................................. 66 What happens if the patron card moves in the card pocket?............................... 66 What happens if a borrower card is blocked?...................................................... 66 What if there are two or more 3M™ Tattle-Tape™ strips in a book?..................... 66 Does the 3M™ SelfCheck™ System operate with SIP 1.0? ............................... 67 What happens if a patron is not allowed to borrow additional materials

because of a fine? ......................................................................................... 67 Can the 3M™ SelfCheck™ System be configured to follow the library's

lending policy?............................................................................................... 67 What if the 3M™ SelfCheck™ System cannot read a barcode?......................... 67 Does the 3M™ SelfCheck™ System do renewals? ............................................ 67 Does the user need the book for a renewal?....................................................... 67 What patron information is displayed?................................................................. 67 Does the 3M™ SelfCheck™ System recognize items on hold?.......................... 67

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Will the 3M™ SelfCheck™ System still desensitize if a book is not protected with a 3M™ Tattle-Tape™ security strip? ..................................................... 68

What happens if a user tries to issue a book that is on loan to someone else?.. 68 Why do we have to leave the card in the machine during a transaction? ........... 68 How can I change the sound volume?................................................................. 68 How many languages can be used?.................................................................... 68

Boot and Login Problems ........................................................................................... 69 Login and Communication Problems ................................................................... 69 Unable to log off the host using the keypad......................................................... 69 Unable to log on to the host computer ................................................................. 69

ACS Conflicts Notification........................................................................................... 70 Printer Problems......................................................................................................... 71

Paper jams at head when printing starts.............................................................. 71 Printer is not printing ............................................................................................ 71

Check-in/Checkout Problems ..................................................................................... 71 Cannot check out books....................................................................................... 71 Cannot check out books identified by the publisher barcode .............................. 72 Cannot check out video tapes.............................................................................. 72 Cannot check out video tapes in the VCU ........................................................... 72 Cannot check out compact discs ......................................................................... 72 Cannot read magnetic cards................................................................................ 72 Cannot read Smart Card...................................................................................... 72 Cannot read the patron card ................................................................................ 73 Cannot select Magnetic Strip or Smart Card as the patron identifier .................. 73 Getting false multiple book indications................................................................. 73 Some patrons are not allowed to check out items ............................................... 73 Some patron cards are disabled when checking out materials ........................... 73 Patrons are unable to renew items ...................................................................... 74 Unable to check out videos on the cradle............................................................ 74 Videotapes that are checked out cause unwanted alarms. ................................. 74

Keypad Problems ....................................................................................................... 74 Receipt Problems and Issues..................................................................................... 75

Receipt will not print ............................................................................................. 75 Receipt does not print the desired information .................................................... 75 Receipts are printed in the wrong language ........................................................ 75 Receipt is printing in black when it's set to print in red ........................................ 75 Receipt information does not fit properly ............................................................. 75 Receipt Issues...................................................................................................... 75

Scanner Problems ...................................................................................................... 76 3M™ SelfCheck™ System will not initialize: Scanner problems ......................... 76 Wrong scanner position is indicated on the patron screen.................................. 76

Power Problems ......................................................................................................... 77 3M™ SelfCheck™ System is not responding...................................................... 77

Message Problems..................................................................................................... 77 Message issues ................................................................................................... 77 Screen does not change after a book is removed from the cradle ...................... 77 Patron screen display information is inadequate ................................................. 77 3M™ SelfCheck™ System messages do not display correctly ........................... 77

Other Problems........................................................................................................... 78 Cannot make changes to monitor settings........................................................... 78 Item sensors are inoperative................................................................................ 78 Magnetic card reader is not functioning............................................................... 78 Multiple book detector is not detecting multiple strips ......................................... 78 Patrons are asked to take some items to the desk.............................................. 79 3M™ SelfCheck™ System is not reading barcodes............................................ 79

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3M™ SelfCheck™ System is not asking for a PIN, but it should be ................... 79 Unable to enter a PIN........................................................................................... 79 Videocassette unit (VCU) is not working.............................................................. 79

SIP Error Messages (Reference Only) ....................................................................... 80

Obtaining Service and Supplies.......................................................... 88 Printer Paper and Other Supplies............................................................................... 88 Contacting Support ..................................................................................................... 88 3M Library Systems Web Site .................................................................................... 88

Appendix.............................................................................................................. 89 Demo Database Manager .......................................................................................... 89

Opening the Demo Database Manager ............................................................... 89 Entering Patron Information ................................................................................. 89 Patron Status Information .................................................................................... 90 Patron Item Information........................................................................................ 90 Patron Limits ........................................................................................................ 91 Patron Messages ................................................................................................. 91 Entering Item Information..................................................................................... 92 Item Detail and Policy .......................................................................................... 92 Item Messages..................................................................................................... 93 Item Status ........................................................................................................... 93

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1

Introduction Welcome to the 3M™ SelfCheck™ System!

The SelfCheck System Administrator's Guide contains procedures and troubleshooting information for administrator level functions of 3M™ SelfCheck™ System models 6210 and 7210 that have version 4.1 software installed.

Commonly used procedures, safety information, machine specifications, and other information are contained in the SelfCheck System Staff Guide.

Additional information about the SelfCheck system is available at http://www.3m.com/us/library.

http://www.3m.com/us/library

2

Power Connection and Video Monitor Controls

Initial Power Connection

1 Connect the power cord to a standard power outlet with ground connection.

Do not plug the power cord into a power strip or an outlet controlled by a switch.

2 Turn on the main power switch on the back of the SelfCheck system.

3 Turn on the monitor power.

Video Monitor Controls

Some SelfCheck system monitors have locking screen adjustment controls. If the controls are locked on your monitor, press the menu button for ten seconds to unlock them. The location and appearance of the controls on your monitor may differ from those in the illustration.

To unlock the video monitor controls

1 Press and hold the menu button (A) for ten seconds to unlock the main menu controls.

2 Press the menu button (A) again to display the main menu.

3 Make adjustments as required using the selection button (B) and the toggle wheel control (C).

4 Exit the main menu by pressing the menu button (A).

To lock the video monitor controls

Press and hold the menu button (A) for ten seconds to lock the main menu controls.

3M™ SelfCheck™ System monitor buttons

B

C

A

3

3M™ SelfCheck™ System Manager This section describes how to customize the SelfCheck system software using the SelfCheck System Manager tool, which is installed on each SelfCheck system.

Use of Passwords

SelfCheck System Manager requests a password when it starts, and cannot be run without one. The password that is used determines the level of access to SelfCheck System Manager’s features. The password provided for administrators gives greater control than that provided for staff. The staff password is “staff”; the administrator’s password is supplied in an envelope in the Administrator’s Guide. As an administrator, you should take care not to let your password be widely distributed.

3M™ SelfCheck™ System Manager Installation

During installation, a 3M Technician configures your SelfCheck system software to operate in your library’s existing environment. The technician performs the following operations using SelfCheck System Manager:

Defines the location of the scanner arm and the orientation of the barcodes

Enables the VCU, the magnetic card or smart card reader, and the RFID reader

Selects the patron ID input method and PIN policy

Selects the item ID input method

Selects the barcode location

Selects the language or languages (if other than English)

Selects the character set (if other than English)

Customizes the information printed on the receipts

Sets up the fines and fees option and PAMS server access

Sets up host communications

Saves the current configuration

Should changes at your library make it necessary to change the SelfCheck system configuration settings, please follow the procedures in this guide.

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Starting 3M™ SelfCheck™ System Manager

To start SelfCheck System Manager

1 Choose one of the following options:

If the keyboard is not plugged into the SelfCheck system, start at step 2.

If the keyboard is already plugged in and the SelfCheck system is running, start at step 7.

2 Press **316# to shut down the SelfCheck system.

3 Turn off the power switch on the back of the SelfCheck system.

4 Open the right side panel on the SelfCheck system.

5 Plug the keyboard into the keyboard port.

6 Turn on the power switch on the back of the SelfCheck system.

The SelfCheck system software starts.

7 Press the Esc key on the keyboard anytime after the clock appears on the SelfCheck system screen.

The Windows® desktop appears.

8 Double-click the SelfCheck Manager icon on the Windows desktop.

The SelfCheck System Manager software starts.

9 Log in using your designated password.

SelfCheck Manager icon

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Barcode Scanner Setup

The barcode scanner is configured in the Scanner tab of the Hardware Properties dialog box. The scanner is configured during installation by the 3M service technician. We do not recommend changing any settings except under the direction of a technician.

Scanner Location Select the scanner mount location and the direction of the scan line to conform to the physical setup of the scanner.

Scanner Communications The barcode scanner provided with the SelfCheck system uses serial communica-tions. The serial communication settings cannot be changed.

Advanced Settings For information about the scanner’s advanced settings, see “Barcode Procedures” on page 6.

Hardware Properties Scanner tab

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Barcode Procedures

Adding a Barcode Type The SelfCheck system can read as many as seven types of barcodes. It is shipped with seven types installed. If you want to install a different type, you must first delete one of the installed types.

To add a barcode type 1 On the Configure menu, click

Hardware.

2 Click the Scanner tab.

3 Click Advanced Settings.

4 In the Scanner Barcode Types list, click on a barcode type you do not need, and then click Delete.

The New button becomes available.

5 Click the New button.

The Scanner Barcode Type dialog box appears.

6 In the Type box of the Scanner Barcode Type dialog box, choose the type of barcode to add.

7 Click Variable Length Barcode or Fixed Length Barcode.

8 If you click Fixed Length Barcode, then also select the number of characters in the code.

9 Click OK in the Scanner Barcode Type dialog box.

10 Click OK in the Advanced Scanner Options dialog box.

Scanner Parameters In the Advanced Scanner Options dialog box, do not change the Scanner Parameters values or the Scanner Laser Intensity options except under the direction of a 3M service technician.

Hardware Properties Scanner tab

Advanced Scanner Options dialog box

Scanner Barcode Type dialog box

7

Setting the Barcode Location on Items Changing the barcode location in the Item tab changes the SelfCheck system’s screen graphics to match the location of barcodes on items in your library.

1 On the Configure menu, click Policy.

2 In the Policy Properties dialog box, click the Item tab.

3 In the Item Barcode Location area, click the option that best represents the barcode location on the materials at your library:

Outside Cover

Inside Cover

Fly Page

4 To save your changes and close the dialog box, click OK.

Policy Properties Item tab

Setting the Barcode Policy If your library’s circulation system uses publishers’ printed UPC or ISBN barcodes to identify items, then you must enable the use of those types of barcodes by the SelfCheck system. Otherwise, a patron who scans a UPC or ISBN barcode will be instructed to use another barcode on the item.



3 In the Barcode Policy area, select Use UPC or ISBN barcodes on items.

4 To save your changes and close the dialog box, click OK.

For other Item tab procedures, see “Item Policy Procedures” on page 30.

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Filtering Patron and Item IDs

Some patron and item identification formats may not be compatible with those used by your automated circulation system (ACS). For incompatible formats, the SelfCheck system can use “filters” to modify ID numbers before they are sent to the ACS. These filters modify the ID number regardless of the source—whether the number is from a barcode scanner, RFID reader, magnetic stripe reader, or smart card reader.

The filtering process works as follows:

1 The system reads the ID from the patron card or item.

2 The filter modifies the ID to meet the requirements of the ACS.

3 The system sends the modified ID to the ACS.

The SelfCheck system applies the filters in the Barcode Filter Name box in the order in which they are listed, but only if each filter includes a test that restricts it from being applied to all barcodes. Otherwise, only the first filter is applied.

Note that in the user interface, ID filters are referred to as barcode filters regardless of the ID source. Though separate patron and item ID filters are created, respectively, in the Patron and Item tabs of the Policy Properties dialog box, the following procedures apply to both.

Working with Filters To select a filter


2 In the Policy Properties dialog box, do one of the following:

To select a filter for patron IDs, click the Patron tab.

To select a filter for item IDs, click the Item tab.

3 In the Barcode Filter Name box, click the name of the filter you want to select.

To open the Barcode Filter Editor

If no filters exist in the Barcode Filter Name box or if you wish to create a new filter, click New.

To edit an existing barcode filter, select its name in the Barcode Filter Name box, and then click Edit.

Policy Properties Patron tab

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To remove a filter

In the Barcode Filter Name box, select the filter name, and then click Delete.

To select a check digit algorithm

If your circulation system requires an ID check digit, in the Check Digit box, select the algorithm used to calculate the check digit.

To add the check digit to the ID, the filter must include the CHECKDIGIT command (see page 12).

Typically, the check digit algorithm is selected during the SelfCheck system installation and should not need to be changed.

Policy Properties Item tab

Creating an ID Filter Use this procedure to create a new ID filter for a patron card or library item.



Click the Patron tab for filters to be used with patron cards.

Click the Item tab for filters to be used with item IDs.

3 In the Barcode Filters group, click the New button. The Barcode Filter Editor dialog box appears.

4 In the Barcode Filter Name box, type a name for the new filter.

5 In the Barcode Filter box, type the ID filter commands. Barcode Filter Editor dialog box

For a description of the ID filter language, see “ID Filter Language” on page 11.

6 Test the new filter commands by typing a code in the Test Barcode box. The software tests the filter as the code is entered. Observe the results in the area below.

7 Click OK to save the new filter.

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Editing an ID Filter 1 On the Configure menu, click Policy.


Click the Patron tab for filters to be used with patron cards.

Click the Item tab for filters to be used with item IDs.

3 In the Barcode Filter Name box, click the ID filter you want to edit.

4 Click Edit. The Barcode Filter Editor dialog box appears.

5 Edit the filter commands or filter name.

For a description of the ID filter language, see “ID Filter Language” on page 11.

6 Test the new filter commands by typing a code in the Test Barcode box. Observe the results in the area below.

7 Click OK to save the filter.

Testing an ID Filter 1 On the Configure menu, click Policy.


For filters to be used with patron cards, click the Patron tab.

For filters to be used with item IDs, click the Item tab.

3 In the Barcode Filter Name box, click the filter you want to test.

4 In the Test Barcode box, type an ID string to test.

The ID string is tested as it is entered, with the results displayed in the gray area below. If you modify the filter, click the Test button to re-test the string.

The Barcode Filter Editor

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ID Filter Language This section describes the commands used to create ID filters.

Command Description Conventions KEYWORD Words that are bold and all caps have special meanings

and should be typed literally. However, they may be typed in either upper or lower case.

< > Angle brackets enclose a variable parameter. By variable parameter we mean a value that you can select or invent. The brackets are not typed.

[ ] Square brackets enclose an optional part of a command. The brackets are not typed.

ID Filter Command Summary

Data Types and Parameters <number> Decimal number. Typically, this indicates an ID character

position, with the first position being number 1.

<string> “Literal text.” This can be any alphanumeric character you want except double quotation marks. The text must be enclosed by double quotation marks, but they do not appear in the result.

<direction> LEFT or RIGHT

CHECKDIGIT

Restriction Commands CONTAINS <string> [AT <number>]

LENGTH <number>

Action Commands ADD <string> [AT <number>]

ADD CHECKDIGIT [AT <number>]

PAD <direction> WITH <string> TO <number>

REMOVE <string>

REMOVE <number> [AT <number>]

REPLACE <string> WITH <string>

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ID Filter Command Descriptions

CONTAINS Command Syntax: CONTAINS <string> [AT <number>]

The CONTAINS restriction searches the ID code for the specified string.

If the string is not found, then the ID filter does not alter the ID code.

If a string is specified without a number, then the string can appear anywhere in the ID code.

If both a string and a number are specified, then the string must appear at the <number> character in the ID code. The first character in the ID code is number 1.

LENGTH Command Syntax: LENGTH <number>

The LENGTH restriction checks the length of the ID code.

If it does not match the number specified, this line of the ID filter is not used. The SelfCheck system tries the next filter in the list.

Note that because the LENGTH restriction may be anywhere in the script, the ID code may be partly processed before the length is checked.

ADD Command Syntax: ADD <string> [AT <number>] or

ADD CHECKDIGIT [AT <number>]

The ADD action adds a string to the ID code.

If a number is not specified, the string or check digit is added to the end of the ID code.

If a number is specified, the string or check digit is inserted at the <number> character in the barcode. The first character in the ID code is always number 1.

CHECKDIGIT Parameter If the CHECKDIGIT keyword is specified instead of a string, the SelfCheck system sums the digits in the ID code and adds a check digit. The algorithm used to calculate the check digit is set in the Check Digit box beneath the Barcode Filter Name box. (See “To select a check digit algorithm” on page 9.)

PAD Command Syntax: PAD <direction> WITH <string> TO <number>

The PAD action adds a string to the beginning or end of the ID code.

Use LEFT to add the text before the ID code, or RIGHT to add it after the ID code.

Use TO <number> to specify the total number of characters in the string after padding.

Example: To convert 1234567 to 000001234567, use

pad left with "0" to 12

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REMOVE Command Syntax: REMOVE <string> or REMOVE <number> [AT <number>]

The REMOVE action removes a string or a range of characters from the ID code.

If a string is specified, the SelfCheck system searches the ID code and removes all occurrences of the string.

If one number is specified, it is the number of characters to remove from the end of the ID code.

If two numbers are specified, the first number is the number of characters to remove, and the second number is the first character position to remove. The first character in the ID code is number 1.

REPLACE Command Syntax: REPLACE <string> WITH <string>

The REPLACE action searches the ID code and replaces all occurrences of the first string with the second string.

Note that the search is not recursive, so the first (search) string may be a subset of the second (replacement) string. For example, “X may be replaced with “XYZ."

ID Filter Example 1 This example demonstrates the use of the LENGTH and PAD commands.

Problem Items in the library system have two ID code formats.

Older IDs are 7 characters long

Newer IDs are 10 characters long

Solution The older IDs must be padded with ‘000’ so that all IDs are 10 characters.

The LENGTH command ignores all IDs that are not of the specified length.

The PAD command inserts a character at the start or end until the ID is a specified length.

Example 1

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ID Filter Example 2 This example demonstrates the use of the REMOVE and ADD commands.

Problem Borrower cards in the library system have two characters that stand for the month and year the card was issued. These must be changed to four characters that stand for the year.

Characters 7 and 8 stand for the month.

Characters 9 and 10 stand for the year.

Solution The REMOVE command takes out the

month part of the ID code.

The ADD command inserts a string at a specific point in the ID code.

Example 2

ID Filter Example 3 This example demonstrates the use of the CONTAINS and REPLACE commands.

Problem Borrower cards in the library system have changed format. The meaning of character 5 has changed.

If character 5 is an ‘R’, it must be changed to a ‘Z’.

Solution The CONTAINS command finds only

those ID codes with ‘R’ in the fifth character.

The REPLACE command changes the ‘R’ to a ‘Z’.

Example 3

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Check-in Policy Procedures Check-in Policy Procedures

Setting Up Sort Codes for Patron Check-in Sort codes enable the library to tell a patron where to put different types of library materials when the patron checks them into the library. Each sort selection has an associated screen graphic that directs the patron where to put the item. For example, if an item is to be placed into a blue slot, the graphic shows a blue slot.


2 In the Policy Properties dialog box, click the Check-in tab.

3 In the Item Slot Locations area, select the item slot locations that you want active for patron check-in. Each check box represents a location where the patron places checked-in material (either a slot or bin). Each location selected here becomes selectable in the Sort Success box.

4 In the Sort Success box, select the location where most of the checked-in material from patrons is placed after it is successfully checked in. Then select the follow-ing check boxes and their loca-tions as needed to define excep-tions. These check boxes override the Sort Success selection.

Policy Properties Checkin tab

Alert Flag. Use when the item being checked in is identified by the automated circulation system with a special condition (for instance, another patron has requested the material and it needs to be processed quickly, or there is a hold or fine on the material, and so forth).

Magnetic Media. Use this to direct audiocassettes, videocassettes, or other magnetic media into a special location.

Screen Messages. If this is selected, the SelfCheck system looks at patron information in the Standard Interchange Protocol (SIP) soft-ware and displays it to the patron at check-in. If a screen message is returned with the SIP check-in response, then the item is sorted at the selected location. For further information, see “Standard Interchange Protocol (SIP)” on page 59.

5 To close the dialog box, click OK.

Sorting Priority

1 Alert

2 Magnetic media

3 Screen message

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Resensitizing Checked-In Items When the Always Resensitize Checked In Item option is selected, the SelfCheck system always resensitizes item security strips at check-in. Because desensitization at checkout and resensitization at check-in each creates an audible thump sound, selecting the Always Resensitize Checked In Item option creates a consistent patron experience.

Enhanced Check-in The Enhanced Checkin option is for use only by 3M service technicians.

Warning: Select Disable Item Lookup only if the library’s circulation system supports the Item Information response. This protects magnetic media from being damaged during check-in when Enhanced Checkin is enabled.

17

Circulation Procedures

System Use: Check-In, Checkout, or User-Selectable The SelfCheck system can be used to check materials into or out of the library. The system can be set to allow the patron to choose check-in or checkout, or the system can be set for check-in only or checkout only. User Selectable is an option that may not be available on your SelfCheck system.

To set the SelfCheck Use option


2 In the Policy Properties dialog box, click the Circulation tab.

3 In the SelfCheck Use area, click the option button for the desired mode.

4 Click OK.

Policy Properties Circulation tab

Circulation Options The circulation options enable you to set the SelfCheck system to:

Allow renewal of items using the SelfCheck system. Check out magnetic media on the SelfCheck system cradle. Allow chargeable loans using the SelfCheck system. End the session on removal of the smart card.

To set the circulation options



3 In the Circulation Options area, select the desired options.

4 Click OK.

Fines and Fees Options The fines and fees options enable patrons to immediately pay any fines and fees by debiting their smart cards. To use this feature, the 3M™ Public Access Management System must be installed at your site. All debits are synchronized with the library’s circulation system. If the circulation system does not accept the fee payment, the transaction is canceled and the patron’s smart card is credited.

To set the fines and fees options



3 In the Fines policy and Fee policy areas, select the desired options.

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Fee Collection Select to enable the collection of fees.

Fine Collection Select to enable the collection of fines.

Allow Partial Payment Select to allow partial payment of fines.

Fine Notification Amount Type the minimum unpaid fine that will cause the system to ask if the patron would like to pay the fine.

Maximum Fine Allowed Type the maximum unpaid fine that will allow the patron to check out materials. A patron whose accumulated fines exceed this amount will not be allowed to check out library materials.

If you enable or disable fines and fees, be sure to change the receipt to match. See “Receipt Procedures” on page 45.

Configuring PAMS Access

The 3M™ Public Access Management System (PAMS) is a suite of appli-cations for managing patron use of library computers through patron smart cards. One of its features is management of fine and fee collections. If you enable fine or fee collections by the SelfCheck system, then you must also configure access to the PAMS server.

To configure PAMS access

1 On the Configure menu, click Hardware.

2 In the Hardware Properties dialog box, click the PAMS tab.

3 In the PAMS Server boxes, type the requested information.

Authorization File The path to the authorization file on the PAMS server, typically /libraryname_42/wpreg.dll, where libraryname is the name of the library.

Authorization Server The address of the PAMS server, typi-cally libraryname.PAMS.3m.com, where libraryname is the name of the library.

Hardware Properties PAMS tab

Proxy Address The internet address of the proxy server in dotted-decimal or URL format.

Proxy Port The port the proxy server runs on.

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Printing the Configuration File

Printing the configuration file requires a significant amount of paper. We do not recommend that you print the configuration file unless you are directed to do so by 3M Software Support. The configuration file is printed to the default printer, which normally is the receipt printer. To print to another printer, you must temporarily change the default printer in the Hardware Properties dialog box. See “Selecting a Printer” on page 43.

You must save the configuration file before you can print it. To save the configuration file, click Save on the File menu.

To print the configuration file

1 In the Hardware Properties dialog box, select the printer you want to send the configuration file to.

2 On the Diagnostics menu, click Print Configuration File. The Confirmation dialog box appears.

3 In the Confirmation dialog box, click Print to print the contents of the configuration file.

4 In the Hardware Properties dialog box, change the printer back to the receipt printer. Confirmation dialog box

Display Procedures

Display tab options determine what infor-mation is displayed to patrons. Information can include automated circulation system (ACS) messages, fines, fees, item name and ID code, and patron identification and patron record information.

To set the display options


2 In the Policy Properties dialog box, click the Display tab.

3 Click the checkbox for each type of information you want displayed to patrons. The display selections under Patron Status Information are available only when Display Patron Status Screen is selected.

4 Click OK.

Policy Properties Display tab

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Hardware Testing

The Hardware Testing dialog box enables you to test the hardware devices on the SelfCheck system.

To select devices for testing

1 On the Diagnostics menu, click Hardware Testing.

2 In the Hardware Testing dialog box, select each device that you want to test.

3 Prepare the selected devices for testing. (See the following test procedures.)

4 Click OK to begin testing the selected devices.

Hardware Testing dialog box

Barcode Scanner Test 1 Place the item to be scanned on the

book cradle with the barcode aligned in the proper position.

2 Select Short Line for a patron card or Long Line for an item barcode.

3 Click Read Barcode.

Results from the scanner appear in the Scanner Rev and Barcode Read boxes. The former shows revision information for the scanner software. The latter shows the identification number read by the scanner.

4 Compare the results to your barcode information. The information should match.

5 Click Close to end the test.

Scanner Test dialog box

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Magnetic Card Reader Test 1 Insert your card into the card reader.

Make sure the magnetic stripe on the card is aligned correctly.

2 Withdraw your card.

The track being used to read the card is indicated in the Track Selection group.

The information read by the card reader is shown in the Magnetic Card Information box. Compare your magnetic card information to the output in the Magnetic Card Information box.


Magnetic Card Reader test dialog box

Smart Card Reader Test The smart card reader is an optional device. Perform this test only if a smart card reader is installed on your SmartCheck system.

1 Insert your card into the card reader, making sure it is inserted correctly.

2 Withdraw your card.

3 The information read by the card reader is shown in the Smart Card Information box.

4 Click OK to end the test.

Smart Card Test dialog box

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Multiple Book Detector Test 1 Place the books on the SelfCheck system

book cradle.

2 The indicators, which correspond to sensors in the cradle, show red (ON) if a strip is detected, and green (OFF) if they do not detect a strip.


Multiple Book Detector Test dialog box

RFID Reader Test 1 Place an item identified by an RFID tag on

the book cradle.

If the RFID reader is working properly, when the item is placed in the detection area, the RFID Detection Status indicator changes from green to red and the tag and item IDs appear in the ID box. Compare the tag and item IDs to your tag and item ID information. If the information does not match, the tags may be improperly programmed or the SelfCheck system may be reading the tags incorrectly.

2 Remove the item from the cradle.

3 Click Wide Band in the Antenna area, and then repeat steps 1 and 2 of this procedure. If the test is successful, proceed to step 4.

4 Click OK to end the test. RFID Hardware Test dialog box

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Keypad Test 1 Press each key on the keypad. As you

press each key, the corresponding key on the graphic should turn white, and text should appear at the bottom of the dialog box that identifies the key.

If the keys do not pass this test, they may be sticking, or there may other problems with the keys.


Keypad Test dialog box

Sensitizing Circuitry Test Verify that you can turn off the alarm on the detection system before testing a desensitized or sensitized strip.

1 Place an item that contains a security strip on the book cradle.

2 Click Test Desensitizer to test the desensitizer function.

After the strip has been sensitized, it should not cause an alarm when passing through a detection system.

3 Click Test Sensitizer to test the sensitizing function.

When you click these buttons, you should be able to hear the desensitizing engine make a thumping sound.


Sensitizing Circuitry Test dialog box

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Printer Test 1 Click either Print One Text Block or

Print Multiple Text Blocks.

2 Click Start Receipt Printer Test. The printer should begin printing.

3 Click Stop Printing to stop the printer.

The print on the receipts should be clear and legible.


Receipt Printer Test dialog box

Proximity Sensors Test 1 Place an item on the book cradle or

cover individual sensors with your finger.

2 When a sensor is covered, it changes from green to red in the Proximity Sensor Test dialog box.

If a sensor is active, it appears as green or red in the dialog box. If it is not active, it appears as gray.

3 Make sure each active sensor reflects the proper condition (green or red). If a sensor does not reflect the proper condi-tion, it may be defective or dusty.


Proximity Sensor Test dialog box

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Videocassette Unit Test 1 Make sure you can turn off the detection

system alarm before testing.

2 Place the videocassette into the VCU slot, making sure the tape is oriented correctly.

3 As the cassette enters the slot, the sen-sors within the slot should detect the cas-sette and the sensor indicators in the Tape Sensor Status group should change from green to red.

4 Once the tape is seated properly, the VCU reads the barcode and displays the bar-code number in the Magtape Barcode Read box and the VCU firmware version in the Firmware Version box.

5 Click Sensitize Tape to test the resensi-tizer function, then pull the tape out of the VCU and check it using the library detec-tion system. Passing the tape through the detection system should activate the alarm.

6 Click Desensitize Tape to test the desensitizer function, then pull the tape out of the VCU and check it using the library detection system. Passing the tape through the detection system should not activate the alarm.


VCU Testing dialog box

Serial Circulation Systems Communications Test The communications test tests serial, socket, or Telnet communications with the circulation system, depending on the setting in the Hardware Host tab.

1 Click Run ESCS Communications Test.

2 Record the test results from the Communications Parameters boxes for future reference.


Ethernet/Serial Circulation Systems Communications Test dialog box

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Host Communications Procedures

Windows Network Settings If the SelfCheck system connects to the host using telnet or sockets, you must configure your system to use TCP/IP. Refer to your library's network administrator for information about the network connection used by the SelfCheck system. The network administrator should also have any TCP/IP information you require.

In Windows™ 2000, TCP/IP is configured from the Control Panel's Network and Dial-up Connections folder.

To enable the TCP/IP settings

1 On the Windows desktop, double-click My Computer, and then double-click the Control Panel.

2 In Control Panel, double-click Network and Dial-up Connections, double-click Local Area Connection, and then click Properties.

In the Local Area Connection Properties dialog box, Internet Protocol (TCP/IP) should be among the network components installed.

3 Select Internet Protocol (TCP/IP), and then click the Properties button.

The Internet Protocol TCP/IP Properties dialog box appears.

Control Panel

4 If the network uses a Microsoft DHCP Server for WINS resolution, click Obtain an IP address automatically. When this is selected, an IP address for the SelfCheck system is assigned automatically, and name resolution is supplied by the server.

If the network requires that the SelfCheck system have a static IP address, click Use the following IP address, and then type the IP address, a subnet mask, and a gateway or router address. You may also need to click Use the following DNS server addresses and type one or more DNS addresses.

If the network does not use a Microsoft DHCP Server for WINS resolution, you may need to supply name server addresses or names on the WINS and DNS tabs of the Advanced TCP/IP Settings dialog box.

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Setting Up Host Communications 1 On the Configure menu, click

Hardware.

2 In the Hardware Properties dialog box, click the Host tab.

3 Choose the communication method for connecting to the host:

If you choose Terminal based - Telnet or Sockets, you need to configure the Windows TCP/IP properties, and then type the required information in the TCP/IP Port, Host Name, and Host IP address boxes of the Host tab. For instructions on how to configure Windows TCP/IP, see “Windows Network Settings” on page 26.

Hardware Properties Host tab

If you choose Serial RS-232, you need to set the communications parameters in the Serial Port area.

If you choose Terminal based - Telnet or Serial RS-232, you need to create a logon script in the Send/Expects Editor.

Creating a login script If The SelfCheck system uses terminal-based, Telnet, or serial communica-tions, a send/expect login script is required to ensure security and limit access to the library’s computer. If the SelfCheck system uses sockets communications, a login script is not required. The login script is created in the Send/Expect Editor and stored in the configuration file. The library network administrator should be able to tell you how to log in to the host.

Opening the Send/Expect Editor

To open the Send/Expect Editor

1 On the Configure menu, click Hardware, and then click the Host tab.

2 In the Host tab, click Configure Send/Expects.

Send/Expect Editor

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Editing a Login or Logout Script To edit a cell in the Send/Expect Editor, double-click the cell. To open an editing menu, right-click the cell. To save changes to a cell, double-click another cell. To save your last change, double-click an empty cell before you click OK.

Send/Expect Editor dialog box

Developing a Script All characters in the send/expects entries are case-sensitive and punctuation-sensitive and must have the correct number of spaces.

Expect strings The characters in the EXPECT column must exactly match the expected string of characters transmitted by the host to the SelfCheck system. Only when received character strings match expected character strings can the SelfCheck system send its responses.

For example, if the character string sent by the host computer is Host System Login:, you must enter this string in the EXPECT column exactly as received. You can also use partial expect strings, as long as the partial expect string exactly matches the last part of the received string and ends with the last character of the received string. For example, if the received string is Host System Login:, then System Login: and Login: might also work as expect strings. The SelfCheck system ignores characters in the received string that precede those in the expect string.

Send strings The characters in the SEND column must exactly match what the host requires.

The first cell in the SEND column normally contains a carriage return or new line character. This is sent to let the host computer know the SelfCheck system is trying to connect to it.

29

You must manually enter this carriage return or new line that tells the host you are trying to log on. In addition, each send line needs either a carriage return or a new line at the end of it to tell the host that the line is complete. The following characters represent carriage returns and new lines in scripts:

\r carriage return

\n new line (typically used when communicating with a Unix system)

\t tab

Timeouts A timeout in seconds should be added for each line. Timeouts define how long the SelfCheck system computer waits for a reply from the host computer before it returns an error message.

Retries Retries are used only for the first exchange to establish the initial connection to the host computer. Enter the number of times you want the SelfCheck sys-tem to attempt to connect to the host if it does not succeed on the first attempt.

Using the Terminal Emulator to develop a script To develop a login script, you can use the Terminal Emulator mode in SelfCheck System Manager. Use it to manually log on to the host, and then observe each exchange between the host and the SelfCheck system. When the host pauses to wait for a response, write down the last several characters that it sent (including spaces and punctuation). Then write down exactly what you send to the host in response. Put the former in the EXPECT column and the latter in the SEND column. For more information about the Terminal Emulator, see “Terminal Emulation Mode” on page 39.

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Item Policy Procedures

The Item tab configures the SelfCheck system to work with your library’s existing materials. This section describes the non-barcode options in the Item tab. For the barcode procedures, see “Barcode Procedures” on page 6. For the filters section, see “Filtering Patron and Item IDs” starting on page 8.

Enabling Video Cassettes and CD-ROMs To enable processing of videocassettes and CD-ROMs on your SelfCheck system, use the following procedure.

A video checkout unit needs to be installed on your SelfCheck system, and the proper licensing is required to enable processing of videocassettes.



3 In the Circulation Media Allowed area, select the types of media you want to process on the SelfCheck system in addition to printed media. One or both types may be selected.

4 Click OK. Policy Properties Item tab

Allowing Multiple Items with the Same ID The SelfCheck system can be set up to allow processing of generic IDs (that is, when the same ID is used on multiple items in a library, as for magazines or paperbacks.)

Select Allow multiple items with same ID if your library has multiple items that have the same generic item ID.

Selecting Item Types In the Item Type area, select Barcode if your library uses barcodes to identify items. Select RFID if your library uses RFID tags to identify items.

Setting the Item ID Length The Item ID Length area sets the range of item identification code lengths the SelfCheck system can process. The default length is 1 through 998.

These settings may need to be altered if you have poor barcode quality. By increasing the minimum length and reducing the maximum length, you can prevent bad reads from attempting to check out invalid IDs.

Setting the Renewal Policy An item’s security strip is desensitized on checkout. To desensitize the secu-rity strip again when an item is renewed, select the Desensitize checkbox.

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Keypad Procedures

Certain command sequences are available that can give library staff the ability to perform diagnostic activities from the keypad. To enter a keypad code, you must enter **3 on the keypad, the desired keypad code, and then press the # key. The diagnostic keypad codes are shown on the following pages.

Clearing the Keypad Buffer Before you enter a keypad command, you should clear the keypad buffer. Someone may have randomly pressed a key before you began. If the random entry is not removed before you type in your keypad command, the SelfCheck system does not recognize the command.

To clear the keypad buffer

Press the # key.

If you make a mistake entering a keypad command, you can also press the # key to clear the buffer and start over.

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Entering a Keypad Command To enter a keypad command, use the numeric keypad. You must enter keypad commands using the following format:

Attention sequence + command number + #

Attention Sequence The attention sequence informs the SelfCheck system that you are entering a keypad command. You must always enter the attention sequence before entering the command number.

The default keypad attention sequence is **3. If you want to customize this attention sequence, you can change the number following ** in the Hardware Properties dialog box Keypad tab. This is rarely necessary.

To enable the keypad codes


2 In the Hardware Properties dialog box, click the Keypad tab.

3 Select Enable Keypad Codes.

To change the attention sequence


2 In the Hardware Properties dialog box, click the Keypad tab

3 In the Attention Sequence box, type the new attention number.

Hardware Properties Keypad tab

Command number The keypad command numbers are described on the next page. They can also be reviewed on the Keypad tab. The keypad command numbers cannot be changed or customized.

# Key All keypad commands must end with “#.”

Example If you type **31# on the keypad, the SelfCheck system logs off the host computer and shuts down the patron interface.

Make sure to type the correct keypad command number. Press each key slowly to make sure it is entered properly into the SelfCheck system.

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Keypad Command Numbers The following numbers represent keypad commands that can be entered from the keypad.

1 Log off This command logs off the SelfCheck system from the host computer and shuts down the patron interface.

16 Exit application and shutdown system This command causes the SelfCheck system to log off from the host, and then shut down Windows. When the shutdown is complete, the power switch on the back of the SelfCheck system can be turned off.

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Languages

The SelfCheck system can have as many as four languages installed, depending on the number licensed. The license is for the number of languages, not for a specific language. Any language of the 33 available can be installed. The installed languages are used in the patron interface and receipts, and can be selected by the patron at check-in or checkout.

Installing a Language An installed language is one that can be selected by patrons at check-in or checkout. The default installed language is English.

1 On the Configure menu, click Languages.

2 In the Languages Available list, select the language you want to add, and then click Add. The language is moved to the Languages for Patron Selection list.

You can also move a language to the opposite list by double-clicking it.

3 Click OK. Language dialog box

Removing a Language Removing a language makes it unavailable to patrons.

1 On the Configure menu, click Languages.

2 In the Languages for Patron Selection list, select the language you want to remove, and then click Remove. The language is moved to the Languages Available list.

You can also remove a language by double-clicking it.

3 Click OK when you are finished.

35

License Key Procedure

The SelfCheck system requires that a license key be entered during the installation process. In addition to allowing the SelfCheck system to operate, the license key enables options that are purchased separately from the system. Options for the SelfCheck system currently include:

Video Check-in/Checkout Unit (VCU)

Magnetic Stripe Card Reader

RFID

Check-in

Checkout

Patron Selectable Check-in/Checkout

Multiple Languages (up to four)

Smart Card

Fines and Fees

Store and Forward

Your SelfCheck system is configured at the factory with the options you selected when you purchased it. When the SelfCheck system is installed, the technician enters the license key for you. When you purchase an option after installation, you are given a new license key that activates the new option.

To modify the license key

1 On the Configure menu, click License Key.

2 In the License Key boxes, type the new license key.

3 Click OK.

License Key dialog box

36

Magnetic Card Reader Procedures

Use the Magnetic Card Reader tab to set the magnetic card reader parameters.

To open the tab


2 In the Hardware Properties dialog box, click the Magnetic Card Reader tab.

Hardware Properties Magnetic Card Reader Tab

Enabling the magnetic card reader To allow the magnetic card reader to function, select Enable Magnetic Card Reader.

Communications Port Select the communications port number from the Communications Port box. The default is COM3.

Detect Interval The Detect Interval setting determines how data is read from magnetic stripe cards. The detect interval varies by card reader type. Refer to your magnetic card reader manual for information on setting the detection interval.

Card Reader Type Select the model of card reader that is installed in your SelfCheck system from the Select Type of Card Reader box.

Card Type Select the type of card being used from the Select Card Type box. Currently the only selection is Mag Card.

Card Track In the Select which card track to read area, select the card track that contains the patron ID.

37

Message Procedures

The SelfCheck system uses screen messages and graphics to guide the patron through its check-in and checkout procedures. Though these mes-sages are carefully written, you may wish to customize some of them for your library, especially the welcome screens. You can do this through the Message Screen Editor.

Some screens, such as the Language screen, cannot be edited.

Editing Message Screens 1 To open the Message Screen Editor,

on the Configure menu, click Messages.

2 In the Patron Input Type box, select how the patron identifier will be entered.

3 In the Screen box, select the screen you want to edit.

4 In the Language box, select the lan-guage of the screen you want to edit.

5 Click Edit Messages.

6 In the Edit Messages dialog box, double-click the line of text you want to edit.

The line of text is loaded into the Message Composition Tool.

7 In the Message Composition Tool, click the line of imported text where you want to edit it.

8 Edit the text. See "Editing Text with the Message Composition Tool" on page 38.

Message Screen Editor dialog box

Edit Messages dialog box

38

Editing Text with the Message Composition Tool To edit the text of a message, you can:

Type it on your keyboard.

Double-click characters in the character matrix to add to the message.

Drag characters from the character matrix to the message.

To delete the line of text at the bottom of the dialog box, click Clear.

To delete the final character in the line of text, click Undo Last.

To move text from the Message Composition Tool to the Edit Messages dialog box, drag the text while holding down the Ctrl key on your keyboard.

Message Composition Tool dialog box

To scroll the character matrix one page at a time, click the scroll bar.

To scroll the character matrix one character at a time, click the scroll bar arrow buttons.

Editing non-Western text To edit text in a non-Western character set, such as Traditional Chinese, select the desired language in the Language box of the Message Screen Editor. The language must have previously been installed in the Language dialog box (page 34). The character set of the language is displayed in the character matrix. Characters are displayed according to their position in the Unicode character set. For indexes to non-alphabetic characters and other information about Unicode, see the Unicode Web site at http://www.unicode.org/.

Traditional Chinese character matrix

Dragging Text To drag a line of text

1 Position the Message Composition Tool dialog box and the Edit Messages dialog box so you can see both.

2 In the Message Composition Tool, place the cursor over the line of text.

3 Press and hold down the left mouse button and the Ctrl key.

4 Drag the text from the Message Composition Tool to the Edit Messages dialog box.

5 Release the left mouse button and the Ctrl key.

6 In the Edit Messages dialog box, click OK to save your changes.

http://www.unicode.org/

39

Modes of Operation

The SelfCheck system can operate in several modes. If there is a temporary problem with the circulation system, you may need to select a temporary mode, such as Out of Service or Off-Line Processing. Changes made in SelfCheck System Manager do not take effect until the SelfCheck program is restarted.

SelfCheck Mode Click SelfCheck for normal patron operation.

Out of Service Mode Click Out of Service to display the out-of-service graphic on the SelfCheck system screen.

Store and Forward Modes These modes allow the SelfCheck system to remain in operation when your library's circulation system is not functioning. Click Off-Line Processing to store transaction records and allow the SelfCheck system to operate when the circulation system is unavailable. Click Forward Transactions to forward the stored transactions to the circulation system when it is available again. For detailed information about off-line processing and forwarding transactions, see “Store and Forward” on page 61.

Demonstration Mode Click Demonstration to put the SelfCheck system into Demonstration mode. This mode allows checkout of items for training or demonstration purposes. While in the demonstration mode, the SelfCheck system uses an internal database and does not communicate with any external system.

The demonstration database can be edited using the Demo Database Manager. See “Demo Database Manager,” beginning on page 89.

Terminal Emulation Mode Click Terminal Emulation to put the SelfCheck system in terminal emulation mode. To show the terminal emulator menu (right), click the right mouse button within the Terminal Emulator dialog box. From this menu, you can open a connection and run login and logout scripts created in the Send/Expect Editor.

Terminal Emulation mode is typically used to test login and logout scripts. It is not used in normal SelfCheck system operation.

Terminal emulation menu

40

Multiple Book Detector Procedures

The multiple book detector prevents patrons from stacking books during checkout.

To set the multiple book detector options


2 In the Policy Properties dialog box, click the Multiple Book Detector tab.

3 In the MBD Options group, select Enable multiple book detection.

4 To allow items that contain more than one security strip to be checked out, select Items may have multiple strips.

This option only allows items identified as bound journals to be checked out.

5 If you require a security strip to be active before a checkout, then select All items protected.

If a strip is not active, the patron is asked to take the item to the desk.

This option prevents renewals through the SelfCheck system. When this option is selected, all renewals are sent to the desk.

This option does not apply to check-in transactions.

6 Click OK.

Policy Properties Multiple Book Detector tab

41

Patron Policy Procedures Patron Policy Procedures

Selecting the Patron Identifier 1 On the Configure menu, click Policy.

2 In the Policy Properties dialog box, click the Patron tab.

3 In the Patron Input list, choose the desired method of identifying the patron.

Choose only a method for which there is an installed device.

The Barcode with Magnetic Strip choice tells the SelfCheck system to identify the patron by the barcode on the patron's library card instead of the magnetic strip. Select this method if the patron card has both a barcode and a magnetic strip and the patron is identified by the barcode.

The process of resensitizing or desensitizing can damage a card with a magnetic strip. To avoid damaging the card the patron is prompted to remove the card from the cradle before resensitizing or desensitizing.

Dual input options (when available) allow the SelfCheck system to use either of the two selected patron identification types, such as bar-code and smart card. When the session starts, the patron is allowed to choose which will be used.

4 Click OK.


Dual input selections

42

Requiring a PIN from the Patron If you require the patron to enter a personal identification number (PIN) on the keypad, follow these steps:


2 In the Policy Properties dialog box, click the Patron tab.

3 In the PIN Policy area, select the PIN Required check boxes that match the input types selected in the Patron Input list.

If you have multiple input devices for patron identifiers, you may select both, one, or none of the PIN required options for your specific input types.


4 In the Number of Retries box, select the number of times you allow the patron to enter an incorrect PIN before the system takes security action.

5 To select the data source to which the PIN entered by the patron is compared, click either Smart Card Reader Pin Validation or Circulation Pin Validation.

6 Click OK.

Patron Barcode Filters If the identification format on the patron card is different from that required by the circulation system, you can have the SelfCheck system automatically convert it by adding a filter in the Patron Barcode Filters area. For further information, see “Filtering Patron and Item IDs” on page 8.

Patron ID Length The Patron ID Length area sets the range of patron ID code lengths the SelfCheck system can process. The default length is 1 through 998.

These settings may need to be altered if patron cards have poor barcode quality. By increasing the minimum length and reducing the maximum length, you can prevent bad reads from attempting to process invalid IDs.

43

Printer Procedures

In SelfCheck System Manager, you can select only printers that are installed in the Windows operating system. If you want to be able to select a network printer instead of the receipt printer (for example, to print the contents of the configuration file), you must first install the network printer in Windows.

Selecting a Printer 1 On the Configure menu, click

Hardware.

2 In the Hardware Properties dialog box, click the Printer tab.

3 In the Printer box, select the desired printer.

4 Click OK.

See also “Printing the Configuration File” on page 19.

Hardware Properties Printer tab

Setting the Default Font Size 1 On the Configure menu, click Hardware.

2 In the Hardware Properties dialog box, click the Printer tab.

3 In the Default Font Size area, click the option button for the desired font size.

4 Click OK.

44

Radio Frequency Identification (RFID) Procedures

Use this dialog box to set up the RFID unit for the SelfCheck system.

We recommend that you do not change the RFID settings unless directed to do so by 3M Software Support.

RFID procedures apply to Model 7210 SelfCheck systems only.

RFID Hardware To allow the RFID reader to function, select Enable RFID.

Do not select this option if you have a 3M™ SelfCheck™ System Model 6210.

RFID Reader Type Hardware Properties RFID Tab

In the RFID Reader Type box, select the model that is installed in your SelfCheck system. Currently, the only type of reader available is the Texas Instruments (TI) 320 reader.

Communications Port In the Communications Port list, select the COM port number. The default is COM3.

Detection Interval We recommend that you not change the Detection Interval setting unless directed to do so by 3M Software Support. The Detection Interval setting affects the performance of the reader, and the correct setting depends on the reader type.

45

Receipt Procedures

You can use the Policy Properties Receipt tab to create custom messages on receipts and to select which information from the circulation system should appear on receipts, how many receipts should be issued per patron, and when the receipts should be printed.

Basic procedure To customize a receipt


2 In the Policy Properties dialog box, click the Receipt tab.

3 Click Customize Receipts.

4 In the SelfCheck Script Editor dialog box, edit the check-in and checkout receipts.

5 Click Save, and then click OK.

Policy Properties Receipt tab

Creating new receipts Use the SelfCheck Script Editor dialog box to create or edit the scripts that generate the receipts.

The Item(s) box displays scripts in three levels. You can open and close the top two levels by double-clicking the names.

The first level has two categories: check-in receipts and checkout receipts. Receipts in the former category are printed when the patron checks items in, and receipts in the latter category are printed when the patron checks items out.

The second level is the script name. This is really a script category name, since the actual scripts are at the third level. The script name is the name that appears in the Active Receipt boxes of the Receipt tab. Relationship between Receipt tab and SelfCheck Script Editor

46

The third level is the script item. The script item contains the actual receipt script. Each item under a script name has the name of a different language. When you select a language in the Default Receipt Language box of the Receipt tab, you are actually selecting the item with that name under the script name that appears in the Active Receipt boxes. If an item does not exist for the selected language, then the default language item is used. If the default language item does not exist, then no receipt is printed.

To create a new script

1 In the Item(s) box, click either Check-in Receipts or Check-Out Receipts, depending on the type of receipt you want to create.

2 Right-click anywhere in the Item(s) box.

3 In the context menu, click New Script.

4 In the New Receipt Instance dialog box, type the name of the new script, and then click OK.

The new script name is created with no items under it.

Creating a new script

To copy an existing script

1 In the Item(s) box, open either Check-in Receipts or Check-Out Receipts, depending on the type of receipt you want to create.

2 Under the receipt type, click the name of the script you want to copy.


4 In the context menu, click New (Copy) Script.

5 In the New Receipt Instance dialog box, type the name of the new script, select Copy ‘Script Name’ To New Instance, and then click OK.

All items under the selected script name are copied to the new script name.

If you do not select Copy ‘Script Name’ To New Instance, the new script name is created with no items under it.

Copying a script and its items

To create a new script item

1 Click the name of the script for which you want a new script item.


3 In the context menu, click New Script Item.

4 In the Select Language dialog box, click the language of the new script, and then click OK.

A new script item is created for the selected language with an empty script.

Though you can create a script item for any language in the list, you can use only script items for languages that are currently installed.

Creating a new script item

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To copy an existing script item

1 Click the name of the script item you want to copy to a new language.


3 In the context menu, click New (Copy) Script Item.

4 In the Select Language dialog box, click the language of the new script, select Copy ‘Language’ To New Instance, and then click OK.

The script of the selected script item is copied to the new script item, which has the name of the selected language.

If you do not select Copy ‘Language’ To New Instance, the new script item is created with an empty script.

5 Translate the text of the new item into the selected language.

Because the text of the new script item is in the language of the copied script item, we recommend that you use the copy command primarily to copy the format of the script item.

Copying an existing script item

To rename a script

1 Click the name of the script that you want to rename.


3 In the context menu, click Rename.

4 Type the new name, and then click OK.

Renaming a script

To delete a script

1 Click the name of the script that you want to delete.


3 In the context menu, click Delete.

4 Click OK.

Deleting a script

To delete a script item

1 Click the name of the script item that you want to delete.


3 In the context menu, click Delete.

4 Click OK.

Deleting a script item

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Editing Receipt Scripts When you click a script item, the Contents of Current Item box fills with the script’s source code (the code that defines what the receipt contains and how it appears), and the Option(s) box fills with code options for the currently selected section of the Contents of Current Item box.

The Contents of Current Item box has three sections:

The top section is the receipt header. It prints at the top of every receipt.

The middle section is the receipt body. It prints once for each item processed.

The bottom section is the receipt footer. It prints at the bottom of every receipt.

You cannot edit source code directly in the Contents of Current Item box. To edit text, you must double-click it to open the Message Composition Tool. The Message Composition Tool is a Unicode text editor that allows the editing of text in most languages.

The Message Composition Tool can edit only one line of text at a time.

SelfCheck Script Editor dialog box

Message Composition Tool dialog box

You can edit text using either your keyboard or the character matrix.

To edit text using the keyboard

1 At the bottom of the Message Composition Tool dialog box, click in the message where you want to insert text.

2 On your keyboard, type the new text.

To edit text using the character matrix

1 Use the scroll bar on the left side of the Message Composition Tool dialog box to scroll the character matrix until the character you want appears in the matrix.

2 Add the character to the text in the message area using one of the following methods:

To insert the character into the text, drag it to where you want it in the text.

To add the character to the end of the text, double-click it or drag it to the end of the text.

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To delete all the text in the line

Click Clear.

To delete the last character in the line

Click Undo Last.

To place a new or edited line of text

1 Make sure you can see both the new text in the Message Composition Tool dialog box and the old text in the SelfCheck Script Editor dialog box.

2 While pressing the Ctrl key, drag the new text from the Message Composition Tool dialog box onto the old text in the SelfCheck Script Editor dialog box.

Adding a Line of Text to the Receipt To add a blank line to a script

Drag a TEXT icon from the Options column to the end of the line in the source code above where you want a blank line to appear. Lines in the source code end with <EOL>.

To add text to a blank line

Double-click the blank line to open the Message Composition Tool, and then add text as needed.

To delete a line from the script

1 Click any part of the line to select it.

2 Press the Delete key.

SelfCheck Script Editor dialog box

Saving the receipt It is a good idea to save frequently when you are editing a script. To save your work, click Save. The SelfCheck Script Editor automatically closes when you save, so you must reopen the script by clicking Customize Receipts in the Receipts tab.

Previewing the receipt To see what the printed receipt will look like, click Preview in the SelfCheck Script Editor. To see the source code, click Source.

If the preview shows blank lines where there should be text, click Save, and then reopen the script and edit it.

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Using the Code Options The Option(s) box contains a list of the code elements that are valid for the selected section (header, body, or footer).

A code element consists of one or two tags. Each tag is enclosed by angle brackets (<>). If there is only one tag, it is a variable element that you can place in the script but not edit. If there are two tags, with the second tag name beginning with a slash (/), it is a text element, which normally requires text between the tags. (The sole exception is when you want to create a blank line.) Text elements include a LENGTH attribute in the first tag that shows the number of characters that will be printed. You can edit the text using the Message Composition Tool.

To insert a code element into the script, drag its icon to where you want to place it in the Contents of Current Item box. If you place it anywhere on a line before the line’s <EOL> code, it remains where you place it. If you place it after the <EOL> code, it is placed on the following line. The Script Editor will not allow you to place a code element in an illegal position, such as the first or last line of the code.

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Code Definitions

Text Elements DATE The date of the transaction. The text consists of date masks and

static text that format the way the date is printed. For example, <DATE LENGTH=8> mm/dd/yy </DATE> prints as “01/15/04.”

The date masks:

d Day of the month, no leading zeros (e.g., 9). dd Day of the month with leading zeros (e.g., 09). ddd Day of the week abbr. in mixed case (e.g., Mon). DDD Day of the week abbr. in upper case (e.g., MON). day Day of the week in mixed case (e.g., Monday). DAY Day of the week in upper case (e.g., MONDAY). m Month of the year, no leading zeros (e.g., 8). mm Month of the year with leading zeros (e.g., 08). mmm Month abbreviation in mixed case (e.g., Aug) MMM Month abbreviation in upper case (e.g., AUG). month Month name in mixed case (e.g., August). MONTH Month name in upper case (e.g., AUGUST). y Two-digit year (e.g., 04). yy Two-digit year (e.g., 04). yyyy Four-digit year (e.g., 2004). year Four-digit year (e.g., 2004).

TIME The time of the transaction. The text consists of time masks and static text that format the way the time is printed. For example, <TIME> h:mm am (HH:MM) </TIME> prints as “1:02 pm (13:02).”

The time masks:

h Hour 1–12, no leading zeros (e.g., 1). hh Hour 1–12 with leading zeros (e.g., 06). H Hour 0–23, no leading zeros (e.g., 13). HH Hour 0–23 with leading zeros (e.g., 06). m Minute, no leading zeros (e.g., 2). mm Minute with leading zeros (e.g., 02). s Second, no leading zeros (e.g., 4). ss Second with leading zeros (e.g., 04). am Morning/night, lower case, no periods (e.g., pm). pm Morning/night, lower case, no periods (e.g., pm). AM Morning/night, upper case, no periods (e.g., PM). PM Morning/night, upper case, no periods (e.g., PM). a.m. Morning/night, lower case with periods (e.g., p.m.). p.m. Morning/night, lower case with periods (e.g., p.m.). A.M. Morning/night, upper case with periods (e.g., P.M.). P.M. Morning/night, upper case with periods (e.g., P.M.).

TEXT User-defined text. Enter any text you want.

SC_ITEM_FEE_LABEL Smart card item fee label. This behaves exactly like a text element, but should only appear after items that have fees that were paid by the patron's smart card. (Example: "Smart Card Fee Paid: "). It should be immediately followed by the SC_ITEM_FEE_AMT variable.

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Variable Elements INSTITUTION_ID The institution identifier, from the circulation system.

ITEM_DUE_DATE The date that the item is due, from the circulation system.

ITEM_ID The barcode on the item after it is converted by the barcode filters.

CONV_ITEM_ID The barcode on the item after it is converted by the barcode filters. For compatibility only—use ITEM_ID instead.

ITEM_INSTITUTION_ID The institution identifier that owns the item, from the circulation system.

ITEM_MESSAGE A message to the patron regarding this item, from the circulation system.

ITEM_TITLE The item title, from the circulation system.

LIBRARY_MESSAGE A message to all patrons, from the circulation system.

PATRON_ID The barcode on the patron’s card after it is converted by the barcode filters.

CONV_PATRON_ID The barcode on the patron’s card after it is converted by the barcode filters. For compatibility only—use PATRON_ID instead.

PATRON_MESSAGE A message to this patron, from the circulation system.

PATRON_NAME The patron name, from the circulation system.

SC_ITEM_FEE_AMT Smart card item fee amount. It displays the currency value of the fee, if there is a fee and it was paid by the patron's Smartcard. (Example: "$1.00"). You should place this element immediately after the SC_ITEM_FEE_LABEL text element.

SMARTCARD_FINES_PAID The patron's total fines paid for any session. You should place this element immediately after a TEXT element. The TEXT element should contain an appropriate label (e.g., "Total Smart Card Fines Paid: "), as this element only displays the currency value (e.g., "$2.00").

SMARTCARD_FEES_PAID The patron's total fees paid for any session. You should place this element immediately after a TEXT element. The TEXT element should contain an appropriate label (e.g., "Total Smart Card Fees Paid: "), as this element only displays the currency value (e.g., "$1.50").

Other Elements The following elements automatically appear in scripts, and therefore do not appear in the Option(s) list.

HEADER The root element for the header section script, it encloses all other elements in the header script except the last EOL element.

BODY The root element for the body section script, it encloses all other elements in the body script except the last EOL element.

FOOTER The root element for the footer section script, it encloses all other elements in the footer script except the last EOL element.

EOL Marks the end of a line.

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Setting the Number of Receipts Use this procedure to set the number of receipts per patron.



3 In the Number of Receipts box, select the number of receipts per patron.

4 Click OK.

Policy Properties Receipt tab

Setting Receipt Masking Receipt masking replaces part or all of the patron’s identification code with asterisks when it is printed on the receipt. The number of characters masked is selectable for each of three patron identifier input methods: barcode, smart card, and magnetic. Masking is applied from right to left.



3 In the Receipt Masking area, for each patron identifier input method, select the number of characters you want to mask.

For the “Barcode with Magnetic Strip” patron identifier input method, use the Barcode Masking Characters mask.

Setting the Receipt Language The default language is the language the receipt is printed in unless the patron chooses another.



3 In the Language box, choose the default language you want the receipt to be printed in.

Click Customize Receipts to verify that a receipt script for the selec-ted language exists. If it does not, the English script is used until you create a receipt script for the selected language.

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Setting Receipt Buffering Receipt buffering delays the printing of receipts until patrons have completed all their transactions. If receipt buffering is not selected, the receipt begins printing while items are being scanned.



3 Select Delay printing receipt until all items are processed.

Setting Walkaway Receipt Printing At the conclusion of a transaction, the patron is requested to press the # key before the receipt is printed. If the patron does not, you can choose whether to print the receipt anyway after a short delay, in case the patron has only been momentarily distracted, or not to print it at all, in case the patron has walked away.



3 In the Receipt Buffering area, perform one of the following actions:

Select the Print Receipt on Walkaway check box if you want to always print a receipt.

Clear the Print Receipt on Walkaway check box if you do not want to print a receipt unless the # key is pressed.

Choosing the Active Receipts You can create different receipts for different purposes, for example, if the ACS is unavailable or if you want to add a seasonal message. The receipt that is chosen for printing is called the active receipt.



3 In the Active Receipt area, choose the active check-in receipt in the Check In box and the active checkout receipt in the Check Out box.

4 Click OK.

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Security Policy Procedures

Setting Up Suspicious Patron Checking Use the Security tab to make the system take action when suspicious activity occurs.


2 In the Policy Properties dialog box, click the Security tab.

3 In the Security Policy area, select Enhanced Security if you want a checkout to be undone when suspicious activity is detected between the time the checkout is sent to the circulation system and the time the response is received from the circulation system. 3M recommends that this option always be selected unless the library’s circulation system is unable to undo checkout.

4 In the Security Policy area, select Enable Suspicious Patron Checking.

5 In the Cheat Threshold box, select the number of times you allow the patron to conduct suspicious activity before the system takes security action.

6 In the Cheat Action box, select the action the system takes when the cheat threshold is passed.

Policy Properties Security tab

Editing Disable Messages You can change the messages that are sent to the library’s automated circulation system when a patron card is disabled. The messages are not seen by the patrons. They are stored with the transaction record in the automated circulation system for future reference.


2 In the Policy Properties dialog box, click the Security tab.

3 In the Disable Messages group, click on the message you want to edit, and then type a new message.

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Session Logs

Viewing Session Logs 1 On the Diagnostics menu, click View

Session Log.

The Display Session Log dialog box appears, showing the session log.

2 To print the session log, click the Print Log button.

3 To close the session log, click Cancel.

Display Session Log dialog box

Session Log Options Use the Log Options dialog box to customize session logging. You can set the detail, size, and number of lines in the session log, enable and disable statistics and smart card transaction logging, and set the maximum sizes of the statistics and smart card transaction logs.

To change logging options

1 On the Diagnostics menu, click Options.

2 In the Log Options dialog box, select the options you require.

3 When you are done, click OK.

Session Logging No Logging No session log is generated. This is the default selection.

Level 1 Shows non-recurring events that occur during the session.

Level 2 The log shows the highest level of detail in the session log. This level is used primarily by 3M Software Support.

Display Log Window When selected, causes the session log to be generated in real time. Otherwise, the session is saved to memory and can be viewed by selecting View Session Log from the Diagnostics menu. Use only under the direction of 3M Software Support.

Log Options dialog box

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Maximum # of lines to display in Log Window The maximum number of lines displayed in the Display Session Log dialog box. The default is 250.

Maximum Log Buffer Size The maximum space the log buffer can occupy on the hard disk. The default is 5000 kilobytes (5 MB).

Statistics Logging Enable logging Turns on statistics logging.

Max number of records logged Controls the size of the statistics log. If the log grows too large, it can slow down the SelfCheck system during item check. The default is 50,000 records.

Smart Card Transaction Logging Enable logging Turns on smart card transaction logging.

Max number of records logged Controls the size of the smart card transaction log. If the log grows too large, it can slow down the SelfCheck system during transactions. The default is 50,000 records.

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Smart Card Reader Procedures

Use the Smart Card Reader tab to set up the smart card reader parameters.

We recommend that you do not change the settings for the smart card reader. They are configured at installation.

Smart Card Hardware To enable the smart card reader to function, select Enable Smart Card Reader.

Communications Port In the Communications Port box, select the communications port number. The default is COM3. Hardware Properties Smart Card Reader tab

Detect Interval The detect interval is determined by the card reader type. Refer to your smart card reader manual for the proper Detect Interval setting.

Card Reader Type In the Select Type of Reader box, select the model of smart card reader that is installed on your SelfCheck system.

Smart Card Type In the Select Type of Card box, select the type of smart card that is used with the SelfCheck system.

Physical Type Click Contact if the smart card requires insertion into a reader. A contact

smart card has a gold-plated electrical contact pad embedded in the surface.

Click Contact-less if the smart card does not require physical contact with a reader. A contactless card does not have a contact pad and requires only close proximity to a reader.

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Standard Interchange Protocol (SIP)

The information in the Standard Interchange Protocol dialog box allows the SelfCheck system to communicate efficiently with your library’s automated circulation system (ACS). It should not be changed unless there is a change in the circulation system. Information about the circulation system should be available from the library’s circulation system administrator.

To change SIP settings

1 On the Configure menu, click Standard Interchange Protocol.

2 In the Standard Interchange Protocol dialog box, make the required changes.

3 When you are done, click OK.

Communication Parameters Error detection Select to enable error detection. Error detection verifies that communications are correctly sent and received on both sides of the communica-tions exchange. The Standard Interchange Protocol dialog box

ACS Time Sync Select to synchronize the SelfCheck system's clock with the ACS clock.

Number of Retries Type or select the number of retries.

Response Time Set the maximum time in seconds that the SelfCheck system should wait for a response from the ACS. Consult the ACS or network administrator for this setting.

Field Delimiter In hexadecimal notation, type the delimiter appropriate for the language or ACS you are using

The default field delimiter for the Standard Interchange Protocol is the pipe character "|", represented in hex notation as \x7C. Some character sets do not include this pipe character. (For the Chinese, Japanese, and Korean character sets, use \x80.) It is also possible that some automated circulation systems reserve this character for other purposes. In such a case, the SelfCheck system must use a different character as a field delimiter.

Keep Alive Type the time (in seconds) between messages that are periodically sent from the SelfCheck system to the ACS to maintain communications.

During periods of inactivity, the SelfCheck system periodically sends a message to the ACS that it is still online. "Keep Alive" is the number of seconds between these messages.

ACS character set Select the character set that the SIP communication parameters are coded in.

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Login Message If the circulation system requires a SIP login, enable and define a login message in the Login Message area. Obtain the user ID and password from the circulation administrator.

Activate Login Message Select to activate the login message.

User ID Type the user ID.

Password Type the user password.

Terminal Password Type the terminal password, obtained from the circulation system administrator.

Location Code Type the location code of the SelfCheck system or other required information, if required.

The Location Code box optionally allows the circulation system to identify the location of the SelfCheck system or to encode other types of information. The text or number you place in this box is sent to the circulation system. The location code is only sent when the login command is used.

Institution ID (AO) Typically, the Institution ID value (SIP AO field) is supplied by the circulation system. When an alternate value is defined on the SelfCheck system and the Institution ID override is enabled, a more scalable client-server environment can be supported when using multiple SelfCheck systems within a large library system, though smaller library systems can benefit as well.

If alternate values are supported and accepted by the circulation system, it can provide a way to differentiate SIP messages from multiple SelfCheck systems. The circulation system can use the alternate values to keep track of branch or machine statistics or other types of data generated during day-to-day use.

Override Institution ID (AO) Select to override the Institution ID (AO) value.

Institution ID (AO) Type the alternate Institution ID value. The alternate value must be provided by the circulation system administrator. It must contain only alphanumeric and/or special characters (e.g., A, a, %, $, *, &) and must be 1–100 characters in length. The circulation system may have other restrictions.

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Store and Forward

Store and Forward (off-line processing) is an optional feature that might not be included with your SelfCheck system.

The SelfCheck system normally communicates with your library's circulation system to record patron ID and transaction information. Store and Forward allows the SelfCheck system to remain in operation when your library's circu-lation system is not functioning. It does this by storing patron and transaction data in the SelfCheck system until the circulation system is functional. Store and Forward must be activated manually when the circulation system is unavailable.

This section describes the following Store and Forward procedures:

Configuring Off-line Processing – page 61

Blocking Patrons During Off-line Processing – page 62

Setting the 3M™ SelfCheck™ System to Off-Line Processing Mode – page 62

Backing Up Store Files to Text – page 63

Forwarding Stored Transactions – page 64

Configuring Off-line Processing Use the following steps to configure how the SelfCheck system should operate during off-line processing. If the parameters have been previously set, you may not need to do this.


2 In the Policy Properties dialog box, click the Off Line tab.

3 In the Number of Days Until Due box, type the number of days materials may remain checked out.

4 In the Number of Check Outs Allowed box, type the number of items that may be checked out per patron in one session.

5 Select the date format for the off-line receipt.

6 Click OK, and then save the current configuration by clicking Save on the File menu.

You may want to edit the Blocked Patrons list before starting off-line processing. See "Blocking Patrons During Off-line Processing" on page 62.

Policy Properties Off Line tab

Only the item ID and due date appear on receipts during off-line processing. You might want to create a separate receipt to be used in that event. See "Receipt Procedures" on page 45.

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Blocking Patrons During Off-line Processing You can create a list of patrons to block from using the SelfCheck system when it is in Off-Line Processing mode. Use the following procedure to create or edit the list.



3 Click Edit Blocked List. The Blocked Patrons Configuration dialog box appears.

4 To block a patron ID, in the Block Patron ID box type the patron’s ID, and then click Add.

Blocked Patrons Configuration dialog box

5 To remove a patron ID from the Blocked Patron ID List, select the patron ID you wish to remove, and then click Remove.

6 Click OK to exit the dialog box, and then save the current configuration by clicking Save on the File menu.

Setting the 3M™ SelfCheck™ System to Off-Line Processing Mode Off-Line Processing and Forward Transactions modes are optional features that might not be included with your SelfCheck system.

To enable Off-Line Processing mode

On the Mode menu, click Off-Line Processing.

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Backing Up Store Files to Text Transactions recorded during Off-Line Processing mode are forwarded to the library's automated circulation system (ACS) in Forward Transactions mode. The file record of the transactions on the SelfCheck system is erased during the forwarding process. To keep a copy of the stored transactions, you must back up the store file to a text file using the following procedure:



3 Click the Dump Store File button. The Open dialog box appears, displaying a list of .stf store files.

Open dialog box

4 Select the .stf file that contains the transactions you want to convert to text, and then click Open to start the backup. The text file is created in the specified directory.

The .stf file names represent the date and time they were created, in the format ddmmyyyyhhmmss (day, month, year, hour, minute, second).

Example: 24082004145910.stf was created August 24, 2004 at 14:59:10 (2:59:10 P.M.).

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Forwarding Stored Transactions After the SelfCheck system has re-established communications with the circulation system after operating in Off-Line Processing mode, you must forward the transactions record to the circulation system by putting the SelfCheck system into Forward Transactions mode.

To forward stored transactions

1 On the Mode menu, click Forward Transactions.

The Forward Process dialog box appears as the transactions are forwarded to the circulation system. Errors in the transfer are displayed in the Forward Process dialog box.

If your circulation system is not configured to accept off-line transactions, it might still accept them in real time. If the circulation system status is set to not process offline transactions, a message informs you of the fact. To continue to process the transactions in real time, click Yes in the message box.

No other SelfCheck system functions can be activated while transactions are being forwarded.

2 After the forwarding process has finished, on the Mode menu, click SelfCheck to set the SelfCheck system to SelfCheck mode.

Do not set the SelfCheck system to SelfCheck mode by double-clicking the desktop icon. This could cause problems with your SelfCheck system.

3 Review the forwarded transactions report.

The report is contained in the .rep file in the following folder: C:/Program Files/3M Library Systems/3M SelfCheck/Stf. The file contains a list of transactions that were not successfully forwarded to your circulation system. These transactions must be manually entered into your circulation system.

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Video Checkout Unit (VCU) Procedures

Use the VCU tab to set up the video checkout unit for the SelfCheck system.

We recommend that you do not change the settings for the VCU unless directed to do so by 3M Software Support.

VCU Hardware To allow the VCU to function, select Enable Video Checkout Unit.

Desense On/Off The SelfCheck system desensitizes videos based on the recommendation of the circulation system. To override this and desensitize all videos on checkout, select Always Desense Videos on Checkout.

Hardware Properties VCU Tab

VCU Communications Do not change the VCU Communication settings unless directed to do so by 3M Software Support. The following settings are typical for VCU communications.

Communications Port ..COM2

Baud Rate ......................9600

Data Bits ........................8 bits

Parity ..............................No parity

Stop Bits ........................One stop bit

Handshake.....................none selected

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Solving Problems Most problems with the SelfCheck system can be resolved by reading the Staff Guide and Administrator’s Guide. In the “FAQs” (frequently asked questions) section, we answer several of the most frequently asked questions. Other problems may be due to hardware or software failures. We attempt to help you resolve these problems in the following sections.

FAQs

How can I change screen messages? Most user interface messages and directions have been carefully worded to ensure user success, so we do not recommend that you change them. However, you may wish to customize the Welcome screen with the library name.

1 On the Configure menu, click Messages.

2 In the Screen box, select the message you want to edit, and then click Edit Messages.

3 In the Edit Messages dialog box, double-click the line you want to edit.

4 In the Message Composition Tool, edit the message.

5 While pressing the Ctrl key, drag the edited message to the Edit Messages dialog box.

6 Close both dialog boxes.

7 Click Save from the File menu.

What happens if the patron card moves in the card pocket? It is all right for the patron card to move in the card pocket during a transaction. The SelfCheck system recognizes the presence of the card even if the card has shifted in the pocket, provided the default barcode (the barcode label on the cradle) remains covered.

What happens if a borrower card is blocked? All SelfCheck systems have a timeout feature that places a soft block on any card left behind by the previous borrower. This eliminates the risk of someone using the card to check out materials. To re-instate the card, the borrower must take it to the desk and have the staff re-activate it.

What if there are two or more 3M™ Tattle-Tape™ strips in a book? If the SelfCheck system senses two or more Tattle-Tape strips on the deck, it may think the borrower is trying to defeat the system by checking out two books under one barcode. In this instance, the transaction would be stopped.

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Does the 3M™ SelfCheck™ System operate with SIP 1.0? Yes! All SelfCheck systems operate with both SIP (Standard Interchange Protocol) 1.0 and SIP 2.0. However, if your library’s automated circulation system incorrectly mimics the SIP version requested by the SelfCheck system, it may be necessary to edit the SelfCheck system’s configuration file. Normally, this would be done by the installation technician during installation.

What happens if a patron is not allowed to borrow additional materials because of a fine? The SelfCheck system recognizes when a borrower is blocked for any reason. It then politely directs the person to the circulation desk for assistance.

Can the 3M™ SelfCheck™ System be configured to follow the library's lending policy? Yes! The SelfCheck system receives its direction from the library’s host circulation system. The system recognizes which books may or may not be loaned, thresholds on the number of items that can be loaned, and fines thresholds.

What if the 3M™ SelfCheck™ System cannot read a barcode? In the event that the scanner cannot read a barcode of questionable quality, the dynamic user interface on the SelfCheck system instructs the borrower to try again while repositioning the item. If the barcode still cannot be read, the system politely directs the borrower to bring the item to the circulation desk for assistance.

Does the 3M™ SelfCheck™ System do renewals? Yes. The SelfCheck system allows an item to be renewed if the library’s policy allows the renewal. If an item is blocked for renewal by the library’s host system, the SelfCheck system does not allow the renewal.

Does the user need the book for a renewal? Yes. The system needs to read the item barcode in order to renew it.

What patron information is displayed? The library can configure the SelfCheck system to display the patron’s name, I.D. number, both, or neither. The same options are available for the item information. If patron information is displayed, the patron can also see the number of items the patron has on hold and total fines.

Does the 3M™ SelfCheck™ System recognize items on hold? The SelfCheck system relies on the circulation system to determine how to process an item that has been placed on hold or reserved.

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Will the 3M™ SelfCheck™ System still desensitize if a book is not protected with a 3M™ Tattle-Tape™ security strip? Yes. For security reasons, the system treats all books the same and desensitizes them as though they were protected. A Tattle-Tape strip should be installed when the book is returned to the library to insure its security.

What happens if a user tries to issue a book that is on loan to someone else? Occasionally a book is returned to the shelves without being properly discharged from the previous borrower’s record. How the SelfCheck system handles this situation depends on the library’s circulation policy.

Why do we have to leave the card in the machine during a transaction? Leaving the borrower card in the system and covering the default barcode on the deck tells the SelfCheck system the transaction is continuing. When the SelfCheck system sees the default barcode, it assumes the transaction is completed.

How can I change the sound volume? 1 Using the keyboard, press Esc to exit the SelfCheck system software.

2 On the Windows taskbar, click , and then change the volume by dragging the slider.

How many languages can be used? The SelfCheck system currently recognizes 33 languages, and more may be added in the future. The system can have up to four languages active at a time.

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Boot and Login Problems

Login and Communication Problems Problems you encounter during the login process can be caused by changes to the host computer installation setup and circulation system changes. Contact your system administrator for assistance.

Unable to log off the host using the keypad Are keypad codes enabled in the Hardware Properties dialog box

Keypad tab?

Has the keypad attention sequence been changed?

Did you press # to empty the keypad buffer before entering the keypad command? (Follow each keypad command with the # key).

Unable to log on to the host computer 3M Software Support may ask you to monitor the logon process to determine if the SelfCheck system is attempting to log on to the host.

To set up Session logging

1 On the Diagnostics menu, click Options.

2 Select Level 1.

3 Select Display Log Window, and then click OK.

Additional things to check

The data cable should be properly connected to the correct serial port or network connector on the SelfCheck system.

The host should be properly operating and capable of accepting a connection from the SelfCheck system.

Make sure the SIP program is running on the host.

If a terminal server is used, make sure it is running and is capable of accepting a connection from the SelfCheck system.

Have LAN or network passwords changed?

Has the path or other accesses to the LAN, the network or the host changed?

Was the SelfCheck system improperly powered off or otherwise disconnected from the host without properly logging off the system? This might leave the host connection active. Therefore, the SelfCheck system is not able to log in until the port is reset.

Does the host port need to be reset to allow a connection from the SelfCheck system?

Does the SelfCheck system get disconnected from the host without anyone initiating the log off process? The host computer may be dropping the connection.

70

ACS Conflicts Notification

The SelfCheck system ACS Conflicts Notification feature notifies you of conflicts in setup between the automated circulation system (ACS) and the SelfCheck system. At startup, when connection has been made to the ACS system, the policies for Renewals, Block Patron, and Display Patron Information are compared. If any conflicts are found, a Warning Message appears for a limited time. All conflicts are also recorded in the Trace file.

The following table shows which cases result in a conflict notification. The SelfCheck system column shows options in the Circulation, Security, and Display tabs of the Policy Properties dialog box.

Library's auto circulation system SelfCheck system

Action

Renewals

Circulation policy: Renewals allowed

Action

Allowed No (deselected) No renewals are allowed

Not allowed No (deselected) No renewals are allowed

Allowed Yes (selected) Renewals are allowed

Not allowed Yes (selected) Notification; no renewals are allowed

Block patron

Security policy: Cheat action

Action

Patron blocked Disable the card Patron is blocked

Patron not blocked Disable the card Notification; patron cards are not blocked (assume end of session action)

Patron blocked End the session Do nothing

Patron is not blocked

Patron not blocked End the session Do nothing

Patron is not blocked

Patron information

Display policy: Display patron status

Action

Available Yes (selected) Patron information is displayed

Not available Yes (selected) Notification; patron information is not displayed.

Available No (deselected) Patron information is not displayed.

Not available No (deselected) Patron information is not displayed.

71

Printer Problems

Paper jams at head when printing starts The adhesive part on the leading edge of the thermal paper was transferred onto the print head and causes jamming.

Clean the adhesive residue off the print head area using rubbing alcohol on a cotton swab.

The leading edge of the thermal paper should be trimmed before it is fed through the printer head.

Printer is not printing If the printer isn’t printing:

Make sure the print head position switch is in the engaged (up) position.

Make sure the print switch is in the ON position.

Check for paper jams.

Make sure the printer is online and has paper.

Check to insure that the paper is properly installed. The paper must be installed with the thermal side up and paper coming from the bottom of the roll.

Ensure that the paper is properly threaded through the printer.

Ensure that the correct printer is selected in the Configure>Hardware>Print tab.

Ensure that the printer cable and power plugs are connected.

In Diagnostics>Hardware Testing select Printer to verify printing is okay.

Check-in/Checkout Problems

Cannot check out books Problem: The SelfCheck system scanner reads barcodes but still cannot check out some or all items.

Solution: May need a barcode filter to ensure that the barcode data (information) sent to the host matches the item information that is stored on the circulation system database.

Problem: The SelfCheck system scanner reads barcodes but some or all patrons are not recognized or allowed to check out materials.

Solution: May need barcode filter to insure barcode data sent to the host matches the patron information that is stored on the database.

72

Cannot check out books identified by the publisher barcode Make sure Use UPC or ISBN barcodes on items is selected on the Policy Properties Item tab.

Cannot check out video tapes Check to see if barcodes are scratched, dirty or otherwise damaged.

Check to see if barcodes are properly placed on the videocassette. Was a 3M video placement template used to properly position the barcodes when they were applied?

Cannot check out video tapes in the VCU Make sure Enable Video Cassette Unit is selected on the Hardware

Properties VCU tab.

Make sure Video Cassettes is selected on the Policy Properties Item tab.

Is the barcode properly positioned on the videocassette?

Was a 3M template used to position the barcode label?

Cannot check out compact discs Make sure CDROMs is selected on the Policy Properties Item tab.

Make sure when the barcode is being read that the compact disc case is covering the item sensors on the cradle.

Cannot read magnetic cards Does the card have information on the track that is selected on the set up

screen?

Is the correct card reader selected?

Make sure that Enable Magnetic Card Reader is selected on the Hardware Properties Magnetic Card Reader tab.

Is the card being swiped with the magnetic stripe on the correct side?

Is the card being swiped quickly enough? A card that is swiped too slowly has read problems.

Is the card reader connected to the COM port that is selected in the set up screen?

Cannot read Smart Card Is Enable Smart Card Reader selected on the Hardware Properties

Smart Card Reader tab?

Is the correct smart card reader selected?

Is the smart card reader connected to the COM port that is selected in the set up screen?

Is the smart card being inserted correctly into the reader?

73

Cannot read the patron card Make sure barcodes on patron cards or library materials are not scratched,

dirty or otherwise damaged in a way that might make them hard to read.

Make sure patron cards are placed so that the barcode is face up and is being placed under the scan line.

Make sure barcodes on books or other items being placed under the scan line.

Cannot select Magnetic Strip or Smart Card as the patron identifier To be able to select Magnetic Card as the patron identifier, the Enable

Magnetic Card Reader checkbox must be selected in the Magnetic Card Reader tab of the Hardware Properties dialog box.

To be able to select Smart Card as the patron identifier, the Enable Smart Card Reader checkbox must be selected in the Smart Card Reader tab of the Hardware Properties dialog box.

Getting false multiple book indications Problem: Patrons cannot check out books because of too many multiple book detection (MBD) indications.

Solution: In the Policy Properties Item tab, turn off the MBD functions to enable patrons to check out materials until a technician arrives to correct the problem.

Some patrons are not allowed to check out items Make sure that Enable Suspicious Patron Checking is selected in the

Policy Properties dialog box Security tab.

The patron may have unknowingly exceeded the retry limit for entering a PIN.

The patron may have left the library card too long on the cradle without activity.

Some patron cards are disabled when checking out materials Check to see if Enable Suspicious Patron Checking is selected in the Policy Properties dialog box Security tab. If it is, which Cheat Action is selected? It may be Disable the card. If so, the patron may have unknowingly exceeded the time limit for leaving the library card on the cradle without activity.

74

Patrons are unable to renew items Make sure Renewals allowed is checked on the Policy Properties dialog

box Circulation tab.

Make sure the automated circulation system (ACS) is set up to allow renewals. If the SelfCheck system is set up for renewals, but the ACS is not set up to allow renewals, then patrons cannot renew materials.

Unable to check out videos on the cradle Check the Policy Properties dialog box Circulation tab.

Magnetic media allowed on cradle may not be checked.

Early versions of the SelfCheck System Manager do not allow magnetic media to be checked out on the cradle.

Videotapes that are checked out cause unwanted alarms. Check to see if Always Desense Videos on Checkout is selected in the Hardware Properties dialog box VCU tab.

Keypad Problems Before entering a command via the keypad, you may need to press # to

clear the previous keypad input. This is useful if you want to clear out what you were typing or what may have been typed by patrons.

On the language-selection screen, which only occurs for a multilingual configuration, the keypad commands are disabled (e.g., **31# to log off the automated circulation system). During the time this screen is displayed, all key-presses are used only to select the language.

The keypad attention sequence might have been changed in the Keypad tab of the Hardware Properties dialog box. The default attention sequence is **3.

75

Receipt Problems and Issues

Receipt will not print See “Printer Problems” on page 71.

Receipt does not print the desired information Verify that the receipt configuration in the Policy Properties dialog box Receipt tab has the correct information.

Receipts are printed in the wrong language In the Language dialog box, verify that the desired language is selected.

In the Receipt tab of the Policy Properties dialog box, verify that the default receipt language is set to the desired language.

In the SelfCheck Script Editor dialog box, verify that a receipt for the desired language has been created.

Receipt is printing in black when it's set to print in red The thermal printer is only capable of printing in black. Even though the receipt script may have a format of Color=Red, the printer only prints in black.

Receipt information does not fit properly Make sure that the desired font size is selected on the Hardware > Printer tab.

Receipt Issues When changing text in a receipt or in a screen, press and hold the Ctrl key,

and then press the left mouse button to drag the text to the desired location.

The receipt preview only offers a rough example of the receipt layout. It shows the receipt without the format tags, but it is not an exact representation of how the text prints.

The format tags <ITEM DATE DUE> and <ITEM TIME DUE> output a text string from the automated circulation system, which may be the date and/or the time the item is due. The format of the text cannot be controlled by the SelfCheck system.

The <DATE> </DATE> and <TIME> </TIME> format tags need to be in the correct format for them to work properly. For the <DATE> format tag, an example of a valid format is <DATE>dd/mm/yy</DATE>. For the time<TIME> format tag, an example of a valid format is <TIME>hh:mm:ss</TIME>.

76

Scanner Problems

If you are having scanning problems, the following table may provide some solutions.

Possible cause Solutions

The scanner beam is not aligned properly to the default barcode.

Align the scanner beam to the default barcode.

The barcode is faded or dirty. Try a clean, good quality barcode.

The default barcode is covered. Uncover the default barcode so it can be read by the SelfCheck system.

3M™ SelfCheck™ System will not initialize: Scanner problems The scanner does not read barcodes from the diagnostics mode unless the system has first been placed in either Demo or SelfCheck mode. When the SelfCheck system begins Demo or SelfCheck mode, the scanner is initialized. The scanner does not operate correctly or perhaps not at all until it is properly initialized for SelfCheck system operation.

Cause: The default barcode is blocked. If the default barcode cannot be read, the SelfCheck system does not properly initialize, and therefore the patron interface screen does not appear.

Solutions:

Make sure the default barcode is not covered, dirty or scratched.

Make sure the scanner line is properly aligned to read the default barcode.

Make sure there is not a bright light shining on or reflecting from the barcode.

Wrong scanner position is indicated on the patron screen Select the correct scanner mounting location in the Configure> Hardware>Scanner tab.

77

Power Problems

3M™ SelfCheck™ System is not responding

Possible cause Solutions

No AC power. 1 Make sure the SelfCheck system is plugged in.

2 Make sure the outlet being used is not operated from a wall switch or other control device.

3 Check to see whether any other machine or appliance using the same outlet is working.

4 If the outlet is dead, have a qualified person check the circuit breaker or fuse box.

There is a computer problem with the SelfCheck system.

In the U.S., call 3M Technical Support at 1-800-328-0067, option 1. Outside the U.S., call your local 3M office.

Message Problems

Message issues When changing text in a receipt or in a screen message, press and hold the Ctrl key, and then press the left mouse button to drag the text from the Message Composition Tool to the desired location.

Screen does not change after a book is removed from the cradle Problem: The item sensors do not change states when the book is removed.

Solution: Too much light may be shining on the SelfCheck system cradle. Block or reduce the light shining on the cradle.

Patron screen display information is inadequate Make sure the desired patron information is selected on the Policy>Display tab.

3M™ SelfCheck™ System messages do not display correctly The Windows monitor screen setting is not set at a high enough resolution.

The resolution must be set to High Color (16-bit) or higher.

If your circulation system uses 8-bit characters (ö, ü,…), and you use SIP checksums (Configure>Standard Interchange Protocol>Error Detection is checked), you may get an error. A problem exists with early releases of SIP version 2.0 when computing checksums on 8-bit data. A work-around is to disable error checking. This problem has been corrected in later SIP 2.0 releases. Make sure the automated circulation system is using the latest SIP version.

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Other Problems

Cannot make changes to monitor settings On some SelfCheck system monitors, the monitor is locked to prevent patrons from making changes. To lock or unlock the monitor:

1 Press and hold the main menu button until the main menu of the on-screen display (OSD) appears.

2 Make changes to the monitor settings using the OSD controls.

3 Press and hold the main menu button for ten seconds to lock the monitor again. The message "Video Monitor Locked" may appear.

Item sensors are inoperative Excessive light may be shining on the sensors. If possible, block the light or move the system to reduce the intensity of the light shining on the item sensors.

To test, use the diagnostic mode for item sensors. Then make the above adjustments until the system operates properly.

Magnetic card reader is not functioning Verify that the correct COM port is selected.

Verify that the correct card reader type is selected.

Verify that the card is being swiped with the magnetic stripe correctly oriented.

Swipe the card quickly. Swiping the card too slowly may result in read errors.

While in Diagnostic mode, attempt to read cards with magnetic stripes.

Multiple book detector is not detecting multiple strips Check the Configuration>Policy>Multiple Book Detector tab to ensure

the multiple book detector is turned on.

Verify that a security strip is in the book.

Make sure that the strip is resensitized.

Put the SelfCheck system into diagnostic mode and position a book with a sensitized strip in the cradle. Does a sensitized strip turn on sensor bars on the diagnostic display?

Do not place books on the cradle during SelfCheck system startup.

79

Patrons are asked to take some items to the desk Some items may require a fee to be paid to check out the item. Make sure

Chargeable loans allowed is selected as desired on the Policy>Circulation tab.

The patron might need assistance in placing the item correctly.

The item might be on reserve for another patron.

The item barcode might be unreadable.

3M™ SelfCheck™ System is not reading barcodes See “Scanner Problems” on page 76.

3M™ SelfCheck™ System is not asking for a PIN, but it should be Verify that Keypad PIN Required has been selected in the PIN Policy area of the Policy Properties Patron tab.

Unable to enter a PIN Make sure you are properly pressing each key.

Make sure you are pressing the keys slowly enough for them to be registered by the system.

Run the keypad hardware test to test the keypad.

The SelfCheck system can use numeric PINs only. It does not allow alphanumeric PINs.

Videocassette unit (VCU) is not working Make sure the VCU is properly selected in the SelfCheck System Manager.

Make sure the barcode is properly positioned on the videocassette.

Make sure that the barcode is of good quality, and that it is readable.

To test the VCU

1 In the Hardware Testing dialog box, select Video Cassette Unit, and then click OK.

2 Slowly put the videocassette into the VCU.

The front sensor indicator should come on first, then the back sensor indicator should come on, and then the barcode should be read.

3 Click Sensitize Tape and remove the cassette.

4 Test the cassette in the 3M™ Detection System to make sure the strip is turned on. The detection system should alarm.

5 Repeat step 2 and then continue with step 6.

6 Click Desensitize Tape, and then remove the cassette.

7 Test in a 3M™ Detection System to make sure the strip is turned off.

8 If this procedure fails, place a service call.

80

SIP Error Messages (Reference Only)

Though the following error codes can give you an insight into the nature of a problem, you probably will not be able correct the source of the problem by yourself. However, by reporting the error code to your system administrator and 3M Software Support group, you can assist them in finding a solution to the problem.

“SIP” is the acronym for 3M™ Standard Interface Protocol.

Error Code Error message Meaning

3001 MESSAGE HAS NO CHECKSUM The message has no checksum.

3002 CHECKSUM ERROR The checksum did not compute.

3003 MESSAGE ID The message ID is invalid.

3004 UNEXPECTED RESPONSE An automated circulation system (ACS) status response came in unexpectedly.

3005 TOO MANY COMMAND SEND RETRIES The number of send/retries exceeded the configurable number of maximum retries.

3006 TOO MANY RESPONSE SEND RETRIES The number of response retries exceeded the configurable number of maximum retries.

3007 COMM FAILURE Occurs when the SC sends and ACS Resend message, but the response was an SSC Resend message.

3008 MESSAGE NOT ENABLED The message received is not supported by the selected SIP protocol version.

3009 RESPONSE DOES NOT MATCH COMMAND An ACS respond does not match the SC command.

3010 PATRON STATUS REQUEST LANGUAGE An invalid language was specified.

3011 PATRON STATUS REQUEST TRANSACTION DATE

The transaction date is NULL.

3012 PATRON STATUS REQUEST INSTITUTION ID Not used.

3013 PATRON STATUS REQUEST PATRON ID The patron ID is invalid.

3014 PATRON STATUS REQUEST TERMINAL PASSWORD

Not used.

3020 CHECKOUT NO BLOCK The "no block" field was never set in the checkout message.

3021 CHECKOUT TRANSACTION DATE The transaction date is NULL.

3022 CHECKOUT NB DUE DATE The due date is NULL.

3023 CHECKOUT INSTITUTION ID Not used.

3024 CHECKOUT PATRON ID The patron ID is invalid.

3025 CHECKOUT ITEM ID The item ID is invalid.

81


3026 CHECKOUT SC RENEWAL POLICY This field is only valid in ACS mode, but was received in SC mode.

3030 CHECKIN NO BLOCK The "no block" field was never set in the check-in message.

3031 CHECKIN TRANSACTION DATE The transaction date is NULL.

3032 CHECKIN RETURN DATE The return date is blank.

3033 CHECKIN INSTITUTION ID The institution ID is invalid.

3034 CHECKIN ITEM ID The item ID is invalid.

3040 BLOCK PATRON CARD RETAINED The Card Retained value in the block patron message is invalid.

3041 BLOCK PATRON TRANSACTION DATE The transaction date is NULL.

3042 BLOCK PATRON INSTITUTION ID The institution ID is invalid.

3043 BLOCK PATRON PATRON ID The patron ID is invalid.

3050 SC STATUS STATUS CODE The status code field in the SelfCheck™ System status message was invalid.

3051 SC STATUS MAX PRINT WIDTH The maximum print width field is invalid.

3052 SC STATUS PROTOCOL VERSION The protocol version is invalid or empty.

3060 LOGIN UID ALGORITHM The specified algorithm in the login message is invalid.

3061 LOGIN PWD ALGORITHM The specified algorithm in the login message is invalid.

3062 LOGIN LOGIN USER ID The user ID is either empty or invalid.

3063 LOGIN LOGIN PASSWORD The password is invalid.

3070 PATRON INFORMATION LANGUAGE The language field in the patron information structure is invalid.

3071 PATRON INFORMATION SUMMARY The summary field is invalid.

3072 PATRON INFORMATION TRANSACTION DATE The transaction date is invalid.

3073 PATRON INFORMATION INSTITUTION ID The institution ID is invalid.

3074 PATRON INFORMATION PATRON ID The patron ID is invalid

3080 END SESSION TRANSACTION DATE The transaction date of the end session message is invalid.

3081 END SESSION INSTITUTION ID The institution ID is invalid.

3082 END SESSION PATRON ID The patron ID is invalid.

3090 FEE PAID TRANSACTION DATE The transaction date of the fee paid message is invalid.

3091 FEE PAID FEE TYPE The fee type field is invalid.

3092 FEE PAID PAYMENT TYPE The payment type is invalid.

82


3093 FEE PAID CURRENCY TYPE The currency type is invalid.

3094 FEE PAID FEE AMOUNT The fee amount is invalid.

3095 FEE PAID INSTITUTION ID The institution ID is invalid.

3096 FEE PAID PATRON ID The patron ID is invalid.

3100 ITEM INFORMATION TRANSACTION DATE The transaction data in the item information message is invalid.

3101 ITEM INFORMATION INSTITUTION ID The institution ID is invalid.

3102 ITEM INFORMATION ITEM ID The item ID is invalid.

3110 ITEM STATUS UPDATE TRANSACTION DATE The transaction date in the item status update message is invalid.

3111 ITEM STATUS UPDATE INSTITUTION ID The institution ID is invalid.

3112 ITEM STATUS UPDATE ITEM ID The item ID is invalid.

3113 ITEM STATUS UPDATE ITEM PROPERTIES The Item properties field is invalid.

3120 PATRON ENABLE TRANSACTION DATE The transaction date in the enable patron message is invalid.

3121 PATRON ENABLE INSTITUTION ID The institution ID is invalid.

3122 PATRON ENABLE PATRON ID The patron ID is invalid.

3130 PATRON STATUS RESPONSE PATRON STATUS

The patron Status field is invalid.

3131 PATRON STATUS RESPONSE LANGUAGE Language unknown or unspecified.

3132 PATRON STATUS RESPONSE TRANSACTION DATE

Invalid transaction date.

3133 PATRON STATUS RESPONSE INSTITUTION ID

Invalid institution ID.

3134 PATRON STATUS RESPONSE PATRON ID Invalid patron ID.

3135 PATRON STATUS RESPONSE PATRON ID MISMATCH

The patron ID in the response message didn't match the one in the request message.

3140 CHECKOUT RESPONSE OK Not used.

3141 CHECKOUT RESPONSE RENEWAL OK The media was successfully renewed.

3142 CHECKOUT RESPONSE MAGNETIC MEDIA Not used.

3143 CHECKOUT RESPONSE DESENSITIZE Checkout OK but Desensitize field is bad.

3144 CHECKOUT RESPONSE TRANSACTION DATE The transaction date is empty.

3145 CHECKOUT RESPONSE PATRON ID The patron ID is invalid.

3146 CHECKOUT RESPONSE ITEM ID The item ID is invalid.

3147 CHECKOUT RESPONSE TITLE ID Not used.

3148 CHECKOUT RESPONSE INSTITUTION ID Not used.

83


3149 CHECKOUT RESPONSE DUE DATE The due date was not specified when it was required.

3150 CHECKOUT RESPONSE ITEM ID MISMATCH The item for this message did not match.

3151 CHECKOUT RESPONSE PATRON ID MISMATCH

The patron id in the checkout response message did not match the one in the checkout message.

3160 CHECKIN RESPONSE OK The patron ok field is invalid.

3161 CHECKIN RESPONSE RESENSITIZE Check-in OK but Resensitize field is bad.

3162 CHECKIN RESPONSE MAGNETIC MEDIA Check-in OK but Mag Media field is bad.

3163 CHECKIN RESPONSE ALERT Check-in OK but Alert field is bad.

3164 CHECKIN RESPONSE TRANSACTION DATE The ACS system did not provide a valid transaction date.

3165 CHECKIN RESPONSE ITEM ID This may occur if there was a communications error.

3166 CHECKIN RESPONSE TITLE ID Not used.

3167 CHECKIN RESPONSE INSTITUTION ID Not used.

3168 CHECKIN RESPONSE ITEM ID MISMATCH The check-in message and its response contain mismatched item IDs.

3170 ACS STATUS RESPONSE ONLINE STATUS The online status is invalid or non-boolean.

3171 ACS STATUS RESPONSE CHECKIN OK The checkin ok field is invalid.

3172 ACS STATUS RESPONSE CHECKOUT OK The checkout ok field is invalid.

3173 ACS STATUS RESPONSE ACS RENEWAL POLICY

The ACS Renewal Policy field is invalid.

3174 ACS STATUS RESPONSE STATUS UPDATE OK

The Status Update OK field is invalid.

3175 ACS STATUS RESPONSE OFFLINE OK The Off Line OK field is invalid.

3176 ACS STATUS RESPONSE DATE TIME SYNC The Date/Time Sync field is invalid.

3177 ACS STATUS RESPONSE PROTOCOL VERSION

The protocol version is invalid or empty.

3178 ACS STATUS RESPONSE INSTITUTION ID Not used.

3179 ACS STATUS RESPONSE TIMEOUT PERIOD The Timeout Period field specified a negative value.

3180 ACS STATUS RESPONSE RETRIES ALLOWED

The required Retries Allowed field is invalid.

3181 ACS STATUS RESPONSE SUPPORTED MESSAGES

Not used.

3185 LOGIN RESPONSE OK The login status ok field is invalid.

3190 PATRON INFORMATION RESPONSE PATRON STATUS


84


3191 PATRON INFORMATION RESPONSE LANGUAGE

The ACS didn't pass a valid language value.

3192 PATRON INFORMATION RESPONSE TRANSACTION DATE

The Transaction Date is invalid.

3193 PATRON INFORMATION RESPONSE HOLD ITEMS COUNT

The hold items count is less than 0.

3194 PATRON INFORMATION RESPONSE OVERDUE ITEMS COUNT

The overdue items count is a negative value.

3195 PATRON INFORMATION RESPONSE CHARGED ITEMS COUNT

The charged items count is a negative value.

3196 PATRON INFORMATION RESPONSE FINE ITEMS COUNT

The fine items count is invalid.

3197 PATRON INFORMATION RESPONSE RECALL ITEMS COUNT

The recall items count is invalid.

3198 PATRON INFORMATION RESPONSE UNAVAILABLE HOLDS COUNT

The unavailable holds count is invalid.

3199 PATRON INFORMATION RESPONSE INSTITUTION ID

The institution ID is invalid.

3200 PATRON INFORMATION RESPONSE PATRON ID

The patron ID is invalid.

3201 PATRON INFORMATION RESPONSE HOLD ITEMS LIMIT

The hold items limit is invalid.

3202 PATRON INFORMATION RESPONSE OVERDUE ITEMS LIMIT

The overdue items limit is invalid.

3203 PATRON INFORMATION RESPONSE CHARGED ITEMS LIMIT

The overcharged items limit is invalid.

3204 PATRON INFORMATION RESPONSE FEE LIMIT

The fee limit is invalid.

3205 PATRON INFORMATION RESPONSE ITEM COUNT

The item count is invalid.

3206 PATRON INFORMATION RESPONSE ITEM COUNT MISMATCH

Number of items exceeded the number of items that were requested.

3207 PATRON INFORMATION RESPONSE PATRON ID MISMATCH

The patron ID of the message & response did not match.

3210 END SESSION RESPONSE END SESSION The End Session field is invalid.

3211 END SESSION RESPONSE TRANSACTION DATE

The transaction date is invalid or empty.

3212 END SESSION RESPONSE INSTITUTION ID The institution ID is invalid.

3213 END SESSION RESPONSE PATRON ID The patron ID is invalid.

3214 END SESSION RESPONSE PATRON ID MISMATCH

The patron IDs did not match.

85


3220 FEE PAID RESPONSE PAYMENT ACCEPTED The payment accepted field is invalid.

3221 FEE PAID RESPONSE TRANSACTION DATE The transaction date is invalid.

3222 FEE PAID RESPONSE INSTITUTION ID The institution ID is invalid.

3223 FEE PAID RESPONSE PATRON ID The patron ID is invalid.

3224 FEE PAID RESPONSE TRANSACTION ID Not used.

3225 FEE PAID RESPONSE PATRON ID MISMATCH The patron IDs did not match.

3230 ITEM INFORMATION RESPONSE CIRCULATION STATUS

The circulation status field is invalid.

3231 ITEM INFORMATION RESPONSE SECURITY MARKER

The Security Marker field is invalid.

3232 ITEM INFORMATION RESPONSE FEE TYPE The required Fee Type field is invalid.

3233 ITEM INFORMATION RESPONSE TRANSACTION DATE

The transaction date is inavalid.

3234 ITEM INFORMATION RESPONSE ITEM ID The item ID is invalid.

3235 ITEM INFORMATION RESPONSE TITLE ID Not used.

3236 ITEM INFORMATION RESPONSE ITEM ID MISMATCH

The item IDs did not match.

3240 ITEM STATUS UPDATE RESPONSE ITEM PROPERTIES OK

The Item Properties OK field did not match.

3241 ITEM STATUS UPDATE RESPONSE TRANSACTION DATE

The transaction date is invalid.

3242 ITEM STATUS UPDATE RESPONSE ITEM ID The item ID is invalid.

3243 ITEM STATUS UPDATE RESPONSE ITEM ID MISMATCH

Them item IDs did not match.

3250 PATRON ENABLE RESPONSE PATRON STATUS


3251 PATRON ENABLE RESPONSE LANGUAGE The patron language is invalid.

3252 PATRON ENABLE RESPONSE TRANSACTION DATE

The transaction date is invalid.

3253 PATRON ENABLE RESPONSE INSTITUTION ID

The institution ID is invalid.

3254 PATRON ENABLE RESPONSE PATRON ID The patron ID is invalid.

3255 PATRON ENABLE RESPONSE PATRON ID MISMATCH

The patron IDs did not match.

3300 LANGUAGE VALUE OUT OF RANGE SIP language is out of range.

3310 DATE YEAR Not used.

3311 DATE MONTH The month is out of range.

3312 DATE DAY The day is out of range.

86


3313 DATE ZONE The zone is invalid.

3314 DATE HOURS The hour is out of range.

3315 DATE MINUTES The minute is out of range.

3316 DATE SECONDS The seconds is out of range.

3317 DATE TIME SYNC The ACS system time & the SelfCheck system time are too different from one another.

3320 FINE ITEMS COUNT The fine items count is invalid.

3321 SUPPORTED MESSAGES Error occurred while parsing the supported messages field.

3322 LIMIT FIELD The limit field is out of range.

3323 CIRCULATION STATUS The circulation status field is invalid.

3324 FEE TYPE The fee type field is invalid.

3325 ITEM COUNT The item count is invalid.

3326 MEDIA TYPE The media type is invalid.

3327 PAYMENT TYPE The payment type is invalid.

3328 PRINT WIDTH The print width is out of range.

3329 PROTOCOL VERSION The protocol version is invalid or empty.

3330 RETRIES ALLOWED The retries exceeded the allowed range.

3331 SECURITY MARKER The security marker is out of range.

3332 SUMMARY FIELD The summary field is invalid.

3333 TIMEOUT PERIOD The timeout period in the configuration file & ACS system are invalid.

3334 END ITEM The end item field is invalid.

3335 START ITEM The start item field is invalid.

3336 FEE AMOUNT The fee amount is set to a negative value.

3337 FEE LIMIT The fee limit is negative.

3338 HOLD QUEUE LENGTH The hold queue length exceeds the allowed range.

3339 PWD ALGORITHM An invalid algorithm was specified.

3340 UID ALGORITHM An invalid algorithm was specified.

3341 SORT BIN Not used.

3342 STATUS CODE The status code exceeds the allowed range.

3343 SEQUENCE NUMBER The SIP message sequence number Is invalid.

3344 PATRON STATUS The patron Status field is invalid.

3345 ITEM TYPE MISMATCH The specified item type did not match the current item type.

87


3346 NULL ITEM PARAMETER An NULL pointer was passed into the AddItem function.

3347 NULL SIP ITEMS STRUCTURE PARAMETER A NULL pointer was passed into the function.

3348 NULL PRINT LINE PARAMETER NULL pointer.

3349 NULL SIP PRINT LINES STRUCTURE PARAMETER

NULL pointer.

3350 NULL SCREEN MESSAGE PARAMETER NULL pointer.

3351 NULL SIP SCREEN MESSAGES STRUCTURE PARAMETER

NULL pointer

3352 THREAD TYPE PARAMETER Not used.

3360 NULL SIP THREAD ID The SIP thread must not have been created properly.

3370 CREATE THREAD SIP thread was not created.

3371 WAIT FOR THREAD START A timeout occurred while waiting for the message pump.

3372 THREAD START An error occurred while waiting for the thread to start.

3373 THREAD MESSAGE The SIP thread was shut down from the outside.

3374 CREATE START EVENT CreateEvent failed while starting the thread.

3375 CREATE CLOSE EVENT Not used.

3376 CREATE TIMEOUT EVENT Not used.

3377 THREAD TERMINATE This is not an error.

3380 COM SEND This could be caused by a message termination problem.

3381 COM RECV There was an error while receiving data.

3382 COM INIT COM could not initialize.

3383 SEND EXPECTS Send/Expects failed.

3390 SET TIMER There was an error creating a SIP timer.

3391 NUMBER OF TIMERS The number of SIP timers is 0.

3395 TOO MANY MSGS IN PROCESS SIP messages blew the queue.

3400 Q SEND TO SIP TASK There was an error sending a message to SIP.

3401 Q SEND TO PIN TASK There was an error sending a message to SIP.

88

Obtaining Service and Supplies

Printer Paper and Other Supplies

To order printer paper and other supplies in the U.S., call 1-800-328-0067, option 2. Outside the U.S., call your local 3M office. The following printer paper is recommended:

Thermal Printer Paper Part number 78-8123-7427-6 (case of 8 rolls)

Width 3 inches [76 mm]

Diameter 4.75 inches [120 mm]

Contacting Support

To contact 3M to request a service call, installation, software support, or to provide Service Agreement information, in the U.S. call 1-800-328-0067. Outside the U.S., contact your local 3M office.

3M Library Systems Web Site

The 3M Library Systems Web site is at http://www.3m.com/library.

For additional information about SelfCheck systems, go to http://www.3M.com/us/library and select the information you want from the navigation bar.

http://www.3m.com/library

http://www.3m.com/us/library

89

AppendixAppendix

Demo Database Manager

Opening the Demo Database Manager Use the Demo Database Manager to set up the database for the SelfCheck system’s demonstration mode.

To open the Demo Database Manager

Click Start, point to Programs, point to 3M SelfCheck, and then click Demo Database Manager.

Demo Database Manager main window

Entering Patron Information 1 In the Demo Database Manager

main window, click Manage Patron Information.

2 In the status bar of the Patron Information window, click to start a new record (C).

3 In the Patron ID box, type a patron barcode (A).

4 In the Patron Name box, type a patron name (B).

5 Type other patron information in the appropriate boxes.

6 To move to a new record and save the data you entered, click (C).

7 To save the last change and return to the main screen, click the exit button (D).

Patron Information – Identification Window

A

B

D

C

90

Patron Status Information Use the Patron Status tab to determine which messages appear on the screen when the selected patron uses the SelfCheck system. Modify this information for demonstration purposes or to match your library’s automated circulation system (ACS) parameters.

Patron Information – Status window

Patron Item Information In the patron Item Information tab, you can specify the following item information for the selected patron:

Items overdue

Items checked out

Items fined

Items recalled

Items on hold

Unavailable holds

Fee amount

Patron Information – Item Information window

91

Patron Limits Use the Patron Limits tab to set limits to patron activity in the demo database. The following limits can be set for the selected patron:

Fees

Charged items

Overdue items

On hold items

Items loaned

Patron Information – Limits window

Patron Messages In the Messages tab, create messages to the patron and specify whether the messages display on the monitor or print on the receipt.

Patron Information – Messages window

92

Entering Item Information 1 In the Demo Database Manager

main window, click Manage Item Information. The Item Information window appears.

2 In the status bar of the Item Information window, click (C) to start a new record.

3 In the Item ID box, type the item ID (barcode) number (A).

4 In the Title box, type the item name (B).

5 Type other item information in the appropriate boxes.

6 To save the patron data and to open a new item record, click (C).

7 To save the last information you entered and return to the main screen, click the Exit button (D). Item Information – Identification window

A

C

D

B

Item Detail and Policy In the Item Detail and Policy tab, specify details and borrowing policy for the selected item.

Item Information – Detail and Policy window

93

Item Messages In the Messages tab, create messages about the selected item and specify whether the messages appear on the monitor or print on the receipt.

Item Information – Messages Window

Item Status In the Item Status tab, define the selected item’s status.

Item Information – Status Window

3M Library Systems 3M Center, Building 225-4N-14

St. Paul, Minnesota 55144-1000 www.3M.com/library

© 2002–2005 3M. All rights reserved.

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