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PINES Cataloging Manual

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PINES Evergreen Manual



Spine and Pocket Label Printing (Draft)

You can either print directly from Evergreen to a continuous feed label printer, print directly to a laser printer using sheets of labels, or export data to a third party program to print.

Spine and pocket label printing from Evergreen is functional on both Chrome and Firefox, but there are several unresolved issues surrounding label printing and Hatch, so at this time we do not recommend you use Hatch for printing if you are printing labels. Once you set up a spine label print template that suits your label stock, be sure to Export the template to a backup location in case you ever need to restore it.

You can print labels at cataloging or from holdings view, item status, or item buckets. At cataloging, set Holdings template default to Print Item Labels on Save & Exit. In holdings view, item status (list view), and item buckets, go to the Actions Menu–Show–Print Labels.

Printer Settings for Continuous Feed (Roll) Printers

Open up your label printer's preferences (in Windows, go to Devices and Printers, then right-click on the printer name and select Printing Preferences). Each variety of label printer has its own printer drivers, so the configuration screen will vary.

Example: TSC TPP-247

On the Page Setup tab, click New and define a new type of label stock. The label stock in this example is 4 inches wide and 1.5 inches tall. Click OK to Save the stock, then click Apply. After applying, exit (x) out of the dialog box.

Browser Print Settings

In your browser's print preferences, you'll need to disable the margins, headers, and footers for best results.

In Firefox:

  1. File > Page Setup
  2. Format & Options tab: Make sure that “Shrink to Fit Page Width” is not checked.
  3. Margins & Header/Footer tab: Set Margins to 0 and all Headers/Footers to blank.
  4. Click OK.


In Chrome:

  1. Menu (three vertical dots in upper-right corner of browser window) > Print
  2. Select the label printer.
  3. Click More Settings.
  4. Check the Paper Size. (For the TSC TPP-247, this will be the name of the custom stock you created.)
  5. Set Margins to None.
  6. Set Scale to 100.
  7. If present, uncheck Headers and footers.
  8. click Cancel.

Open the Label Printing Interface

There are four different places where you can print labels:

At cataloging

  1. In the Holdings editor, go to the Defaults tab and check the box for Print Item Labels on Save & Exit.
  2. Add items or call numbers and items, Save & Exit.
  3. Print Labels will open in another tab.
  4. Make any edits needed for call number spacing under the Call Number tab.
  5. The Print Labels interface will open after Save & Exit until you uncheck the box.

From Item Status

  1. Go to the Item Status List View Search > Search for items by barcode or Circulation > Item Status).
  2. Scan or enter one or more barcodes.
  3. Select the items needing labels (you can print all or a subset).
  4. Under the Actions menu, go to Show > Print Labels.

From Item Buckets

  1. Place barcodes in bucket for label printing
  2. Go to the Item Buckets page (Cataloging > Item Buckets).
  3. Open the bucket used for label printing.
  4. Select the items needing labels (you can print all or a subset).
  5. Under the Actions menu, go to Show > Print Labels.

From Holdings

  1. Go to the Holdings View for a title.
  2. Select the items needing labels.
  3. Under the Actions menu, go to Show > Print Labels.

About the Interface

Template Bar

You may print labels on the fly by using or modifying the default template, you may create and save your own templates, or you may import templates created by another person.

Before modifying any settings, type a name into the Template field and click Save. After making changes, click Save again.

To create a different template, type in a new name and click Save.

To load a saved template, choose it from the dropdown menu and click Apply.

Call Number Template Tab

Use this section to modify the general format in which the text will appear on spine labels. This will determine which fields and free text will appear on the spine label, and where the line breaks will appear by default.

Call Numbers Tab

Use this section to more finely control how each spine label prints. For example, if you have a long call number with a skinny book, you may type directly in the relevant field to adjust that individual spine label without affecting the other spine labels.

Currently, editing one of several identical call numbers will edit all.
There is currently no way to edit information in the pocket label here

Settings Tab

Use this section to define the size, spacing, and fonts of your spine and pocket labels. Some field are optional and there to provide additional spacing and font control only if needed.

When entering sizes, you may use millimeters (mm), centimeters (cm), or inches (in). For example: 3mm or 0.5in

Print Feed Option: Choose whether you are printing to a continuous feed (roll) printer, or to a printer using sheets of labels.

  • Starting Position on Label Grid: This appears only if you are printing to sheets, and allows you to choose the starting label on the sheet. The upper-left label is row 1, column 1. If you've already used the first 5 labels on a sheet of labels that is 4 labels wide and 8 labels tall, you would enter row 2, column 2.

* Label Set Configuration:

  • Spine Label vs. Pocket Label: Choose spine label if you are only printing spine labels, and pocket label if you are printing spine and pocket labels together.
  • Number of Labels in Set: If you are printing spine labels only, and only want one copy of each spine label, indicate “1” as the number of labels in the set, and in column 1 indicate “Spine Label.” If you want two copies of each spine label, enter “2” with Spine Label in both columns. If you are printing spine and pocket labels and want one of each, enter “2” with Spine Label in the first column and Pocket Label in the second.

Page Settings:

  • Page Margins: This is the outer margins for the overall page if printing to a sheet, or to the overall label page if printing to a continuous feed label printer. When setting up your label settings, you may want to start with 0 margins and increase by a few millimeters at a time.
  • Print Grid Size: If printing to a sheet, this is the number of rows and columns. If printing to a continuous feed label printer that has pairs of spine and pocket labels, it would be 1 row and 2 columns. If printing to a continuous feed label printer that is for spine labels only, it would be 1 row and 1 column.
  • Gap Between Rows: The amount of vertical space between one row and the next.
  • Gap Between Label Sets: If there are multiple labels in a set (eg, a spine and pocket label pair), then this can add a horizontal space between the sets.
  • Gap Between Columns: If you are only printing spine labels, this controls the amount of horizontal space between the columns.

Font & Label Settings:

  • Item Print Label Font Family: This does not have to be filled in, but use a font name or style as you would use it in CSS. For example: Arial
  • Item Print Label Font Size: This does not have to be filled in, but if you do wish to modify the font then use CSS-friendly language. For example: 10pt
  • Item Print Label Font Weight: This does not have to be filled in, but if you want the font to be bold, then enter: bold
  • Item Print Label - Inline CSS: Most users will leave this blank. However, it allows you to inject arbitrary CSS into the item print label template. (You can also edit the CSS in the print label template directly.)
  • Item Print Label - Call Number Wrap Filter Height: How many lines can be printed on the spine label.
  • Item Print Label - Call Number Wrap Filter Width: How many characters can be printed on the spine label before forcing the number to wrap.
  • Item Print Label - Left Margin for Spine Label: How much space to insert between the left side of the spine label and the beginning of the text.
  • Item Print Label - Left Margin for Pocket Label: How much space to insert between the left side of the pocket label and the beginning of the text.
  • Item Print Label - Height for Spine Label: Overall height of the spine label.
  • item Print Label - Width of the Spine Label: Overall width of the spine label.
  • Item Print Label - Height for Pocket Label: Overall height of the pocket label.
  • item Print Label - Width of the Pocket Label: Overall width of the pocket label.

Label Template Tab

If you need to control the actual content that appears on the pocket label, or if you need to make extra changes to the CSS, you may do it on this tab. Be sure to complete filling out the Settings tab and Save your work before editing the Label Template tab.

To add fields to the pocket label, scroll to the bottom section of the Label Template tab. You will see the code that has been generated for the label layout you have defined. You may add additional fields in this section, change the order of the fields, or modify how the fields wrap.

If you do not understand the HTML and CSS that is shown, export the template you have to an external file, then attach it to a Help Desk ticket along with what you are trying to do, and the PINES staff will assist you.

Common Fields to Add or Modify:

  • Library Policy (Short) Name: {{col.c ? col.c['call_number.owning_lib.shortname'] : ''}}
  • Shelving Location: {{col.c ? col.c[''] : ''}}
  • Publication Date: {{col.c ? col.c['call_number.record.simple_record.pubdate'] : ''}}
  • Title (limited to 30 characters): {{col.c ? (get_bib_for(col.c).title | limitTo:30) : ''}}

You can add multiple fields to one line with spaces in between the fields. For example, if you want to add the library's policy name after the barcode, enter it as such:

Importing and Exporting Templates

After you create your template(s), it is a good idea to save a backup copy of it in case you need to switch computers or in case you lose your current settings. You may also want to share your templates with other staff.

  1. Click the Export button.
  2. Save it to the location of your choosing.
  3. You may change the name of the file, but do not change the file extension.

To load saved templates, click Import and select the template file.

Text Rotation for Skinny Spine Labels

Several libraries have requested the ability to print the spine labels sideways to be able to print more characters in one row on a single spine label for thinner spines. To do this requires editing the code on the Label Template tab and adjusting the settings for call number wrapping.

1) Look for this section towards the bottom of the page:

<pre class="{{col.cls}}" style="border: none; margin-bottom: 0; margin-top: 0; overflow: hidden;" ng-if="col.cls === 'spine'"> {{col.c ? get_cn_for(col.c) : ''}}</pre>

And replace it with this:

<pre class="{{col.cls}}" style="border: none; margin-bottom: 0px; margin-top: 0px; overflow: hidden;" ng-if="col.cls === 'spine'"><div style="transform:rotate(90deg);margin-top:35px;"> {{col.c ? get_cn_for(col.c) : ''}}</div></pre>

2) Go to the Setting tab and change the “Item Print Label - Call Number Wrap Filter Height” to 1 (for one line) and change the “Item Print Label Call Number Wrap Filter Width” to at least 15 (or however many characters can print on the one line).

Printing to a Third Party Program

Exporting a CSV File

  1. Create a list of items (either in an Item Status List or an Item Bucket).
  2. Use the column picker to make sure that all of the data you need to export is visible.
  3. Click the dropdown arrow to the right of the page navigator (the same arrow you use to choose your columns).
  4. Click Download Full CSV.
  5. Name the file whatever you like, and save it to a location that is easy to access.

At this point, you can use Bartender or another third party software along with the CSV file you saved following your standard procedures, or you can use Microsoft Word's Mail Merge function to create your labels.

If you are going to use Mail Merge, you may need to open up the CSV file in Microsoft Excel and use the Text To Columns functionality in order to split the Call Number up into multiple parts. This will allow you to have better control over placing different elements of the call number on different lines.

Using Mail Merge

The instructions here are for Microsoft Word 2016. They should be similar for other versions of Word.

  1. Open a blank document in Microsoft Word.
  2. Navigate to the Mailings tab.
  3. Click the Start Mail Merge button.
  4. Select Labels.
  5. Choose the appropriate label stock and click OK.
  6. Click the Select Recipients button.
  7. Select Use an Existing List.
  8. Choose the CSV file and click OK.
  9. Click the Address block button.
  10. Click the Match Fields button.
  11. Select the fields you wish to appear on the label using the Match Fields interface (see example below) and click OK.
  12. Click OK again to close the Insert Address Block window.
  13. Click the Update Labels button.
  14. Click the Finish & Merge button.
  15. Choose Print Documents.
  16. On the popup, click Select All and click OK.

cat/spine-label-printing-draft.txt · Last modified: 2019/02/13 10:48 by tmccanna