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Customizing Evergreen’s Receipt Templates Terran McCanna PINES Program Manager Georgia Public Library Service tmccanna@georgialibraries.org.

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Presentation on theme: "Customizing Evergreen’s Receipt Templates Terran McCanna PINES Program Manager Georgia Public Library Service tmccanna@georgialibraries.org."— 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 Overall Steps for Setting Up Receipts
Install Printer Drivers for Laser and Receipt Printers and Set Up Paper Size / Properties Set Windows Default Printer to the Laser Printer Configure Evergreen Printer Settings Default Settings = Laser Printer Receipt Settings = Receipt Printer Offline Settings = Receipt Printer Instructions at: Customize Receipt Templates

4

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

6

7 Receipts Macros

8 Receipts Macros

9 Receipts Macros

10 Receipts Macros

11 Receipts HTML Function Template Result Bold
My <b>Library</b> My Library Italic My <i>Library</i> Underlined My <u>Library</u> Bold & Underlined My <b><u>Library</u></b> Line Break My<br/>Library Line My Library<hr/> Center <center>MyLib</center> MyLib

12 Receipts HTML Function Template Result Center
<center>MyLib</center> MyLib <p align=“center”>MyLib</p> Push to the Right <p align=“right”>MyLib</p>

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

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

15 Receipts Add an Image Upload an image to your web site and note the URL. Add code to receipt template header or footer: <img src=“my image path” /> Example: <img src="http://pines.georgialibraries.org/sites/default/files/PINESLogo.gif" />

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: <img src="http://pines.georgialibraries.org/sites/default/files/PINESLogo.gif" width="100%" /><br/>

18 Receipts Tables Header
Welcome to %LIBRARY%!<br/>You have the following items checked out:<table border=“1” cellpadding=“5” cellspacing=“0”> Line Item <tr><td>Title:</td><td>%title%</td></tr> <tr><td>Due:</td><td>%due_date%</td></tr> Footer </table> Result

19 Receipts Font Changes with CSS My text Function Template Result
Change Font <p style="font-family:arial,sans-serif;">My text</p> <p style="font-family:times,serif;">My text</p> My text Change Size <p style="font-size:xx-large;">My text</p> <p style="font-size:large;">My text</p> <p style="font-size:small;">My text</p> Both <p style=“font-size:large;font-family:arial,sans-serif;”>My text</p>

20 Receipts Font Changes with CSS Function Template Result Change Case
<p style="text-transform:uppercase;">My text</p> <p style="text-transform:lowercase;">My text</p> <p style="text-transform:capitalize;">My text</p> MY TEXT my text My Text

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

22 Receipts Date Format for Today’s Date Code Result %TODAY%
Tue Sep :04:29 GMT-0400 (Eastern Daylight Time) %TODAY_TRIM% :04 %TODAY_F% %DATE_FORMAT(%TODAY_F%,%m/%d/%Y)% 09/30/2014

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

24 Receipts Sort List of Items Alphabetically Function Template Result
Sort by Title In Line Item: %SORT(title)% <li>%title%<br/> %due_date%</li>

25 Receipts Example: Large Transit Info Function Template Result
Put large transit info at top of slip In header: <p style="font-family:arial; font-size:xx-large;"> %route_to%<br/> %courier_code%</p><hr/>

26 Receipts Example: Add Balance Owed
This only works on checkout, not on items_out. Function Template Result Put balance owed at bottom of slip: In footer: <br/> <b>YOU OWE: $%balance_owed%</b>

27 Receipts Example: Show Total Value Function Template Result
Add up item prices In Line Item: Value: <span sum="price">%price%</span> In Footer: Total Value: <span sumout="price" fixed="2"></span>

28 Receipts Includes 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

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

30 Receipts Includes

31 Receipts Includes

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

33 Receipts Includes Test Results:

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

35 Receipts Export Customized Receipt Templates
Update and save all of the receipt templates you wish to modify on one workstation. 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). Save it to a convenient location (flash drive, network drive, etc.)

36 Receipts Import Customized Receipt Templates
Go to a workstation you want to add the receipt templates to - open the Receipt Template Editor. Click the Import button (it does not matter which template you are viewing, as it will import all templates). 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. Click the Save Locally button.

37 Receipts For Further Information:


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