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Customizing Evergreen’s Receipt Templates Terran McCanna PINES Program Manager Georgia Public Library Service

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Presentation on theme: "Customizing Evergreen’s Receipt Templates Terran McCanna PINES Program Manager Georgia Public Library Service"— Presentation transcript:

1 Customizing Evergreen’s Receipt Templates Terran McCanna PINES Program Manager Georgia Public Library Service

2 Receipts Windows Printer Settings Evergreen Printer Settings Evergreen Receipt Templates

3 Receipts 1.Install Printer Drivers for Laser and Receipt Printers and Set Up Paper Size / Properties 2.Set Windows Default Printer to the Laser Printer 3.Configure Evergreen Printer Settings Default Settings = Laser Printer Receipt Settings = Receipt Printer Offline Settings = Receipt Printer Instructions at: 4.Customize Receipt Templates Overall Steps for Setting Up Receipts

4 4

5 Receipts > Admin > Workstation Administration > Receipt Template Editor Receipt Template Editor

6

7 Receipts Macros

8 Receipts Macros

9 Receipts Macros

10 Receipts Macros

11 Receipts HTML FunctionTemplateResult BoldMy Library ItalicMy Library UnderlinedMy Library Bold & Underlined My Library Line BreakMy Library LineMy Library Center MyLib

12 Receipts HTML FunctionTemplateResult Center MyLib Center MyLib Push to the Right MyLib

13 Receipts Numbered List of Items or Bills Header Welcome to %LIBRARY%! You have the following items checked out: Line Item %title% Due on %due_date% Footer Result

14 Receipts Bulleted List of Items or Bills Header Welcome to %LIBRARY%! You have the following items checked out: Line Item %title% Due on %due_date% Footer Result

15 Receipts Add an Image 1.Upload an image to your web site and note the URL. 2.Add code to receipt template header or footer: Example:

16 Receipts Add an Image

17 Receipts Adjust Image Size If image size is too large for the receipt, you can shrink the size it prints at with HTML:

18 Receipts Tables Header Welcome to %LIBRARY%! You have the following items checked out: Line Item Title: %title% Due: %due_date% Footer Result

19 Receipts Font Changes with CSS FunctionTemplateResult Change Font My text My text My text Change Size My text My text My text My text Both My text

20 Receipts Font Changes with CSS FunctionTemplateResult Change Case My text MY TEXT my text My Text

21 Receipts Date Format for Due Date CodeResult %due_date% %DATE_FORMAT(%due_date%, %m/%d/%Y)% 10/06/2014

22 Receipts Date Format for Today’s Date CodeResult %TODAY%Tue Sep :04:29 GMT (Eastern Daylight Time) %TODAY_TRIM% :04 %TODAY_F% %DATE_FORMAT(%TODAY_F%,%m/%d/%Y)% 09/30/2014

23 Receipts Trim Strings FunctionTemplateResult Print First x Characters Only %SUBSTR(0, 11 )% %title% %SUBSTR_END% Crime and P Print Last x Characters Only %SUBSTR(- 4 )% %PATRON_BARCODE% %SUBSTR_END% 5648

24 Receipts Sort List of Items Alphabetically FunctionTemplateResult Sort by Title In Line Item: %SORT(title)% %title% %due_date%

25 Receipts Example: Large Transit Info FunctionTemplateResult Put large transit info at top of slip In header: %route_to% %courier_code%

26 Receipts This only works on checkout, not on items_out. Example: Add Balance Owed FunctionTemplateResult Put balance owed at bottom of slip: In footer: YOU OWE: $%balance_owed%

27 Receipts Example: Show Total Value FunctionTemplateResult Add up item prices In Line Item: Value: %price % In Footer: Total Value:

28 Receipts Use Includes to store and update standard text that will be used on multiple receipts and/or workstations. Permissions needed: UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.alert_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.event_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.footer_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.header_text UPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.notice_text Includes

29 Receipts First, Edit Text in the Library Settings Editor: 1.Go to the Library Settings Editor (Admin > Local Administration > Library Settings Editor). 2.Choose your Context Location (local branch or local system). 3.After the list loads, filter by "include" to display the list of options: alert_text, notice_text, event_text, header_text, footer_text. Includes

30 Receipts Includes

31 Receipts Includes

32 Receipts Next, Update Receipt Template: 1.Go to the Receipt Template Editor 2.Choose a template you'd like to add the Include to (for example, checkout). 3.Add the macro: %INCLUDE(x)% Includes

33 Receipts Includes Test Results:

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

35 Receipts 1.Update and save all of the receipt templates you wish to modify on one workstation. 2.In the Receipt Template Editor on that workstation, click the Export button (it does not matter which template you are viewing, as it will export all of them). 3.Save it to a convenient location (flash drive, network drive, etc.) Export Customized Receipt Templates

36 Receipts 1.Go to a workstation you want to add the receipt templates to - open the Receipt Template Editor. 2.Click the Import button (it does not matter which template you are viewing, as it will import all templates). 3.Navigate to the location of your exported template file and either double-click on the file name or click the Open button on the pop-up window. 4.Click the Save Locally button. Import Customized Receipt Templates

37 Receipts For Further Information:


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