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admin:features:self-check

Evergreen's Self-Check Interface

Evergreen's built-in self-check interface runs through a web browser, so it can be set up on an ordinary workstation in kiosk mode at or near the circulation desk.

The PINES upgrade to Evergreen 3.14 in February 2025 included an updated self-check interface with a new URL (https://gapines.org/eg2/staff/selfcheck) and slightly different functionality.

What You Will Need

  • Workstation (with Monitor, Keyboard, and Mouse - best results are obtained with the Windows OS, especially for printing)
  • Receipt Printer
  • Barcode Scanner
  • Additional Equipment:
    • If your library uses RFID tags or magnetic tattle-strips, you will need a third party device to disable them upon checkout.
    • If your library uses locking DVD cases, you will need to provide a tool for patrons to unlock the cases.

Initial Set Up

  1. Click on “Manage Workstations” to set up a self-check workstation.
    • This should open in a new tab. Follow the same process as setting up a staff workstation, but give it a name that indicates that it is a self-check.
    • If the machine has multiple workstations configured, be sure to set the self-check as the default.
  2. Close the tab and return to the Self-Checkout Staff Login page.
    • You may need to refresh the page to see the Workstation dropdown.
  3. Set this as the default URL for the browser and/or in your kiosk settings, depending on your local configuration.

Printing

You will need to install your receipt printer's driver. In your browser, be sure the print settings are set to the correct paper (roll) size, be sure your margins are set to zero, and turn off headers and footers.

If you wish to auto-print to the receipt printer without prompting the patron with the print dialog box, you can enable silent printing in the browser.

Kiosk Mode

You will need to configure your kiosk settings to allow traffic to gapines.org, and set the workstation-specific URL to be the home page. If your library is set up to accept credit cards through the OPAC, it won't currently work through the self-check, but if you give patrons access to the My Account page, they will be able to pay through the normal OPAC.

Daily Use

Staff Login

The staff login page looks very similar to the normal staff client login page, and any valid staff account can log in to launch the patron interface.

Patron Login

The patron login page looks like this:

Patron Login Screen

The patron may scan their library barcode or enter their user name manually. Passwords are required to ensure that users aren't using cards that are not their own.

Click tab to move from one field to the next, and click Enter to submit.

Check Out

The initial screen is the checkout screen. If the patron navigates away from this screen to view their holds or items out, they may click on the Home button to return to the checkout screen.

Checkout Screen
  1. To checkout, simply scan each barcode - as it scans, it will populate the table below.
  1. The patron may choose to have their receipt emailed or printed, or to not get a receipt.
Receipt Options
  1. When the patron clicks the Logout button, the checkout will finalize and receipt will be printed or emailed (if selected).

View Items Out

The patron may review their current items out with due dates. This list may also be printed. To renew items, select the relevant checkboxes and click the Renew Selected button.

Items Out Page

View Holds

The View Holds page displays a list of current holds with their status. The patron may not take any actions on their holds from this page - they will need to use the regular OPAC or the PINES app to make changes.

View Fines

The patron may view and print their fines from this page. However, if your library accepts online payments through the OPAC, that option is not available from the self-checkout interface.

admin/features/self-check.txt · Last modified: 2025/02/10 22:52 by tmccanna