PINES Documentation

User Tools

Site Tools

You are here: home » admin » workstations » receipts
admin:workstations:receipts

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision		Previous revision
admin:workstations:receipts [2019/07/31 16:45] – [1) Create the Included Text Setting] tmccannaadmin:workstations:receipts [2023/11/07 20:43] (current) – tmccanna
Line 3: Line 3:
 Most of the receipts that print from the Evergreen staff client software are managed via the Print Template Editor (Administration > Workstation > Print Templates) and can be customized on an individual workstation basis. Typically, library systems will set up the receipts the way they want them to print out on one workstation at a branch, then export the settings as a file and import that file to each of the other workstations at that branch. Some library systems choose to set up different types of workstations (Circulation versus Technical Services, for example) differently depending on the type of work that needs to be done. Most of the receipts that print from the Evergreen staff client software are managed via the Print Template Editor (Administration > Workstation > Print Templates) and can be customized on an individual workstation basis. Typically, library systems will set up the receipts the way they want them to print out on one workstation at a branch, then export the settings as a file and import that file to each of the other workstations at that branch. Some library systems choose to set up different types of workstations (Circulation versus Technical Services, for example) differently depending on the type of work that needs to be done.
  
-If Hatch is installed receipts can be forced to use a specific printer settings (Administration > Workstation > Printer Settings).+If Hatch is installed, receipts can be forced to use specific printer settings (Administration > Workstation > Printer Settings).
  
 <note>There are a few receipts, such as the Evergreen self-checkout receipts, that are controlled through Notification Action Triggers rather than through Print Templates. Changes to the notification action triggers are set on a PINES-wide basis and restricted to PINES staff. Any requests for changes will need to be reviewed for suitability for all PINES libraries.</note> <note>There are a few receipts, such as the Evergreen self-checkout receipts, that are controlled through Notification Action Triggers rather than through Print Templates. Changes to the notification action triggers are set on a PINES-wide basis and restricted to PINES staff. Any requests for changes will need to be reviewed for suitability for all PINES libraries.</note>
Line 10: Line 10:
  
   * **Bills, Current:** Listing of current bills on an account.\\   * **Bills, Current:** Listing of current bills on an account.\\
-  * **Bills, Historic:** Listing of bills that have had payments made on them. This used on the Bill History Transaction screen.\\+  * **Bills, Historic:** Listing of bills that have had payments made on them. This is used on the Bill History Transaction screen.\\
   * **Bills, Payment:** Patron payment receipt.\\   * **Bills, Payment:** Patron payment receipt.\\
   * **Checkin:** List of items that have been entered in to the check-in screen.\\   * **Checkin:** List of items that have been entered in to the check-in screen.\\
Line 19: Line 19:
   * **Holds for Patron:** Prints a list of holds on a patron record.\\   * **Holds for Patron:** Prints a list of holds on a patron record.\\
   * **Hold Pull List:** Prints the Holds Pull List.\\   * **Hold Pull List:** Prints the Holds Pull List.\\
-  * **Hold Shelf List:** Prints a list of hold that are waiting to be picked up.\\+  * **Hold Shelf List:** Prints a list of holds that are waiting to be picked up.\\
   * **In-House Use List:** Prints a list of items imputed into In-house use.\\   * **In-House Use List:** Prints a list of items imputed into In-house use.\\
   * **Item Status:** Prints a list of items imputed into Item Status.\\   * **Item Status:** Prints a list of items imputed into Item Status.\\
   * **Items Out:** Prints the list of items a patron has checked out.\\   * **Items Out:** Prints the list of items a patron has checked out.\\
-  * **Patron Address:** Prints the current patrons address.\\+  * **Patron Address:** Prints the current patron's address.\\
   * **Patron Data:** Prints from the patron edit screen.\\   * **Patron Data:** Prints from the patron edit screen.\\
   * **Patron Note:** Prints a note on a patron's record.\\   * **Patron Note:** Prints a note on a patron's record.\\
Line 139: Line 139:
 You can use Angular JS to only print a line if the data matches. For example: You can use Angular JS to only print a line if the data matches. For example:
  
-<nowiki><div ng-if="hold.email_notify == 't'">Notify by email: {{patron.email}}</div></nowiki>+**Example: Only show email if email notification is selected**
  
 This will only print the "Notify by email:" line if email notification is enabled for that hold. This will only print the "Notify by email:" line if email notification is enabled for that hold.
  
 +<nowiki><div ng-if="hold.email_notify == 't'">Notify by email: {{patron.email}}</div></nowiki>
 +
 +
 +**Example: Only show balance if amount is owed**
 +
 +This example for the checkout print template will only print the amount a patron owes if there is a balance:
 +
 +<nowiki><span ng-if="patron_money.balance_owed">You owe the library $<nowiki>{{patron_money.balance_owed}}</nowiki></span></nowiki>
 +
 +**Example: Show note based on circulation modifier**
 +
 +This example is used on the checkout print template by libraries using fines-free circulation modifiers and shows a note when an item is //not// fines-free.
 +
 +<nowiki><div ng-if="!checkout.copy.circ_modifier.name.includes('-ff')"><b>This item is subject to fines.</b></div></nowiki>
 +
 +A slight variation is necessary to display the same note on the Items Out template.
 +
 +<nowiki><div ng-if="!checkout.copy.circ_modifier.includes('-ff')"><b>This item is subject to fines.</b></div></nowiki>
 +
 +Here is an example of showing special instructions for items with the circulation modifier of statepass on the checkout template.
 +
 +<nowiki><div ng-if="checkout.copy.circ_modifier.includes('statepass')"><b>To use your statepass... (instructions here)</b></div></nowiki>
 +
 +**Example: Show note for specific title record**
 +
 +This example shows a note if the item is attached to the title record with '5628015' as the database id on either the checkin or checkout receipt. (You can see the database ID for a title by looking at the record summary information in the staff catalog or by looking at the id in the URL of the title record.)
 +
 +<nowiki><div ng-if="checkout.call_number.record == '5628015'" style="border:2px dotted black;padding:10px;"><b>To use the zoo pass... (instructions here)</b></div></nowiki>
 +
 +A slight difference is required for the same note to work on the items out receipt:
 +
 +<nowiki><div ng-if="checkout.copy.call_number.record.id == '5628015'" style="border:2px dotted black;padding:10px;"><b>To use the zoo pass... (instructions here)</b></div></nowiki>
 +
 +**Example: Use preferred name if available**
 +
 +If the patron has a preferred name stored in their account, you can use a ternary operator to display it instead of the legal name. The first part before the question mark checks to see whether or not there is anything in that field. If there is, then it shows the value of the second part (before the colon). If not, then it shows the value of the third part (after the colon).
  
-Example for checkout print template that will only print the amount a patron owes if there is a balance:+<nowiki>{{patron.pref_first_given_name ? patron.pref_first_given_name : patron.first_given_name}}</nowiki>
  
-<span ng-if="patron_money.balance_owed">You owe the library $<nowiki>{{patron_money.balance_owed}}</nowiki></span> 
  
  
-See also: [[https://docs.angularjs.org/api/ng/directive/ngIf]]+**See also:** [[https://docs.angularjs.org/api/ng/directive/ngIf]]
 ==== Substrings ==== ==== Substrings ====
  
Line 183: Line 218:
 There are different ways to approach printing out receipts for items that will be left on a public holds shelf for patrons to pick up themselves, but it is always important to remove as much patron information from the printed receipts as possible. The attached example of a customized hold shelf slip print template uses only the first four letters of the patron's last name along with the last four numbers of the barcode. It includes information on the hold arrival date and shelf expiration date, and how the patron was notified, but not the details (ie, patron was notified by email, but does not print the email address). Because staff need to have the patron's phone number for those patrons who opt to be notified by phone, the receipts for those patrons will print the phone number at the very bottom where it can be cut off before the item is placed on the public shelf for pickup. There are different ways to approach printing out receipts for items that will be left on a public holds shelf for patrons to pick up themselves, but it is always important to remove as much patron information from the printed receipts as possible. The attached example of a customized hold shelf slip print template uses only the first four letters of the patron's last name along with the last four numbers of the barcode. It includes information on the hold arrival date and shelf expiration date, and how the patron was notified, but not the details (ie, patron was notified by email, but does not print the email address). Because staff need to have the patron's phone number for those patrons who opt to be notified by phone, the receipts for those patrons will print the phone number at the very bottom where it can be cut off before the item is placed on the public shelf for pickup.
  
-{{ :circ:workstations:sample-public-hold-shelf-slip-template.pdf | See example of a Hold Shelf Slip template designed for Self-Service (Public) Holds Shelves}}+{{ :admin:workstations:public_holds_shelf_print_template_example.pdf | See example of a Hold Shelf Slip template designed for Self-Service (Public) Holds Shelves}}
  
  
Line 198: Line 233:
   - Go to: Administration > Local Administration > Library Settings Editor   - Go to: Administration > Local Administration > Library Settings Editor
   - Select the relevant library system or branch.   - Select the relevant library system or branch.
-  - Add the text (HTML is __NOT__allowed) to the include you wish to use (eg, event_text). The settings are:+  - Add the text (HTML is __NOT__ allowed) to the include you wish to use (eg, event_text). The settings are:
       - Content of alert_text include       - Content of alert_text include
       - Content of event_text include       - Content of event_text include
Line 217: Line 252:
   - Click Save Locally.   - Click Save Locally.
   - Repeat for each other template you wish to include the tag on, and for each other workstation.   - Repeat for each other template you wish to include the tag on, and for each other workstation.
 +  - Log out and then log back in to see the changes. 
  
 === 3) Update Included Text === === 3) Update Included Text ===
Line 224: Line 260:
 If you wish to remove the included text, you can clear out the contents of the library setting. There is no need to remove the tag from each of the workstations. If you wish to remove the included text, you can clear out the contents of the library setting. There is no need to remove the tag from each of the workstations.
  
 +The changes will appear after you log out and then log back in.
  
admin/workstations/receipts.1564591537.txt.gz · Last modified: 2019/07/31 16:45 by tmccanna