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2.4. Setting Up Your Receipt Printers

Last Updated 11/08/2023

Use the Printer Settings Editor to configure printer output for each workstation. If left unconfigured Evergreen will use the default printer set in the workstation’s operating system (Windows, OSX, Ubuntu, etc).

Evergreen printing works best if you are using recent, hardware-specific printer drivers.

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Receipt Template Editor

The print templates follow W3C HTML standards (see http://w3schools.com/html/default.asp) and can make use of CSS and Angular JS to a certain extent.

The Receipt Template Editor can be found at: Administration → Workstation → Print Templates

The Editor can also be found on the default home page of the staff client.

Receipts come in various types: Bills, checkout, items, holds, transits and Payments.

 

Receipt Templates

This is a complete list of the receipts currently in use in Evergreen.

 

Bills, Current              Listing of current bills on an account.

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

Checkin                      List of items that have been entered in to the check-in screen.

Checkout                    List of items currently checked out by a patron during the transaction.

Hold Transit Slip        This is printed when a hold goes in-transit to another library.

Hold Shelf Slip           This prints when a hold is fulfilled.

Holds for Bib Record  Prints a list of holds on a Title record.

Holds for Patron         Prints a list of holds on a patron record.

Hold Pull List             Prints the Holds Pull List.

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.

Item Status               Prints a list of items imputed into Item Status.

Items Out                  Prints the list of items a patron has checked out.

Patron Address          Prints the current patron's address.

Patron Note               Prints a note on a patron’s record.

Renew                       List of items that have been renewed using the Renew Item Screen.

Transit List                Prints the list of items in-transit from the Transit List.

Transit Slip               This is printed when an item goes in-transit to another location.

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Editing Receipts

To edit a Receipt:

1. Select Administration → Workstation → Print Templates.

2. Choose the Receipt in the drop down list.

3. If you are using Hatch, you can choose different printers for different types of receipts with the Force Content field. If not, leave that field blank. Printer Settings can be set at Administration → Workstation → Printer Settings.

 

4. Make edits to the Receipt on the right hand side.

 

 

 

5. Click out of the section you are editing to see what your changes will look right on the Left hand side.

6. Click Save Locally in the Upper right hand corner.

 

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Adding System to Hold and Transit Slips for Resource Sharing

Here are instructions to update your hold and transit slips to include the name of the Library System the material is going to, not just the branch. This helps correctly identify the System Hub that items should be shipped to and avoid shipping to the wrong library system.

Go to:

Administration > Workstation > Print Templates

 

 

Then choose the Hold Transit Slip from the Template Name drop down box.

 

 

In the Template text box, do the following:

 

Remove:

<div>This item needs to be routed to <b>{{dest_location.shortname}}</b></div>

 

and replace it with:

<div>Route item to : <b><i><h2>{{dest_courier_code}}</h2></b></i></div>

  <div><b><h4>{{dest_location.shortname}}</h4></b></div>

Then hit the Save Locally button above the template's text box. Then you can go to the check in screen and check in an item to test. 

 

Note: You will need to repeat this process to edit the regular Transit Slip template, as well.

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Formatting Receipts

Georgia Pines documentation on print templates: https://pines.georgialibraries.org/dokuwiki/doku.php?id=admin:workstations:receipts

Sitka has some great examples of variables available as well: http://docs.libraries.coop/sitka/_print_templates.html

 

Print templates use variables for various pieces of information coming from the Evergreen database. These variables deal with everything from the library name to the due date of an item. Information from the database is entered in the templates with curly brackets {{term}}.

Example: {{checkout.title}}

Some print templates have sections that are repeated for each item in a list. For example, the portion of the Checkout print template below repeats every item that is checked out in HTML list format by means of the ng-repeat in the li tag.

 

<ol>
<li ng-repeat="checkout in circulations">

<b>{{checkout.title}}</b><br/>

Barcode: {{checkout.copy.barcode}}<br/>
Due: {{checkout.circ.due_date | date:"short"}}<br/>
</li>
</ol>

 

Text Formatting

General text formatting

 

Date Formatting

If you do not format dates, they will appear in a system format which isn’t easily readable.

 

Currency Formatting

Add " | currency" after any dollar amount that you wish to display as currency.
Example: {{xact.summary.balance_owed | currency}} prints as $2.50

Conditional Formatting

You can use Angular JS to only print a line if the data matches. For example:

<span ng-if="patron_money.balance_owed">You owe the library
${{patron_money.balance_owed}}</span>

See also: https://docs.angularjs.org/api/ng/directive/ngIf

Substrings

To print just a sub-string of a variable, you can use a limitTo function. {{variable | limitTo:limit:begin}} where limit is the number of characters you are wanting, and begin (optional) is where you want to start printing those characters.

To limit the variable to the first four characters, you can use {{variable | limitTo:4}} to get "vari".

To limit to the last five characters you can use {{variable | limitTo:-5}} to get "iable". And {{variable | limitTo:3:3}} will produce "ria".

 

Images

You can use HTML and CSS to add an image to your print template if you have the image uploaded onto a publicly available web server. (It will currently only work with images on a secure (https) site.) For example:

<img src="https://evergreen-ils.org/wp-content/uploads/2013/09/copyEvergreen_Logo_sm072.jpg"
style="width:150px;padding:5px;">

Sort Order

You can sort the items in an ng-repeat block using orderBy. For example, the following will sort a list of holds by the shelving location first, then by the call number:

<tr ng-repeat="hold_data in holds | orderBy :
['copy.location.name','volume.label']">

 

Subtotals

You can use Angular JS to add information from each iteration of a loop together to create a subtotal. This involves setting an initial variable before the ng-repeat loop begins, adding an amount to that variable from within each loop, and then displaying the final amount at the end.

<div>You checked out the following items:</div>
<br/>
<div ng-init="transactions.subtotal=0">                             <!--1 -->
<ol>
<div ng-repeat="checkout in circulations">
<li ng-init="transactions.subtotal=transactions.subtotal -- checkout.copy.price">                           <!-- 2-->
<b>{{checkout.title}}</b><br/>
Barcode: {{checkout.copy.barcode}}<br/>
Due: {{checkout.circ.due_date | date:"M/d/yyyy"}}
</li>
</div>
</ol>

<div style="font-weight:bold;">Total Amount Owed: {{patron_money.balance_owed | currency}}</div>
<div style="font-weight:bold;border:1px dotted black; padding:5px;text-align:center;">
You Saved<br/>
{{transactions.subtotal | currency}}<br/>                       <!--3 -->
by borrowing from the library!</div>

 

1. This line sets the variable.
2. This adds the list item’s price to the variable.
3. This prints the total of the variable.

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Exporting and importing Customized Receipts

Once you have your receipts set up on one machine you can export your receipts, and then load them on to another machine. Just remember to Save Locally once you import the receipts on the new machine.

 

Exporting Templates

As you can only save a template on to the computer you are working on you will need to export the template if you have more than one computer that prints out receipts (i.e., more than one computer on the circulation desk, or another computer in the workroom that you use to checkin items or capture holds with).

1. Export.

2. Select the location to save the template to, name the template, and click Save.

3. Click OK.

 

Importing Templates

1. Click Import.

2. Navigate to and select the template that you want to import. Click Open.

3. Click OK.

4. Click Save Locally.

5. Click OK.

 

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Configure Printers in the Web Client version using Hatch :

(Based off Georgia PINES printer documentation )

See also section 1.9  If You Use Hatch

Hatch

1. Update Java

2. Download and Install Hatch

3. Configure Hatch

4. Configure Printers

5. Force Printer Context

How to Reconnect Hatch if You Clear Your Cookies

Knowledge Tags

receipt templates  /  receipts  /  printing  /  Hatch  / 

Downloads

• pdf
  Printer_Preferences.pdf
• pdf
  Printer_Settings.pdf