Macros : Receipt Template Editor Variables

Receipt Template Editor Variables

 

General variables

%LIBRARY%                        Library full name

%SHORTNAME%                  Library Policy Name

%STAFF_FIRSTNAME%         First name of Staff login account

%STAFF_LASTNAME%          Last name of Staff login account

%STAFF_BARCODE%           Barcode of Staff login account

%STAFF_PROFILE%             Profile of Staff login account

%PATRON_FIRSTNAME%      First name of Patron

%PATRON_LASTNAME%       Last name of Patron

%PATRON_BARCODE% or

%patron_barcode%              Patron Barcode

%TODAY%                           Full Date and time in the format: Wed Sep 21 2011 13:20:44 GMT-0400 (Eastern Daylight Time)

%TODAY_TRIM%                  Date and time in a shorted format: 2011-09-21 13:21

%TODAY_m%                      Two digit Month: 09

%TODAY_d%                       Two digit Day: 21

%TODAY_Y%                       Year: 2011

%TODAY_H%                       Hour in 24 hour day: 13

%TODAY_I%                        Hour in 12 hour format: 1

%TODAY_M%                       Minutes of the Hour: 24

%TODAY_D%                       date in standard US format: 09/21/11

%TODAY_F%                       date in International Standard: 2011-09-21

Additional variables for various slips

Hold Slip

%ROUTE_TO%                     It should say Hold Shelf if it is a hold being fulfilled

%item_barcode%                 Item Barcode

%item_title%                       Item Title

%hold_for_msg%                 Hold for Message: this gives the patron’s Name

%PATRON_BARCODE%         Patron’s Barcode

%notify_by_phone%            Phone number listed in the Hold Database.  This may not be the same s what is in the Patron’s record, as they can list another number when placing the hold.

%notify_by_email%             Email listed in Hold Database.  Same as phone number

%request_date%                  The date that the Request was originally placed.

%formatted_note%              Hold Notes (new to 2.1)

Transit Slip

%route_to%                        Library Policy Name that the item is in transit to

%route_to_org_fullname%    Library Full Name that the item is in transit to

%street1%                          Library Street address Line 1 that the item is in transit to.

%street2%                          Library Street address Line 2 that the item is in transit to.

%city_state_zip%                City, State, Zip of Library the Item is in transit to.

%item_barcode%                 Item Barcode

%item_title%                       Item title

%item_author%                   Item Author

 

Hold Transit Slip

%route_to%                        Library Policy Name that the item is in transit to

%route_to_org_fullname%    Library Full Name that the item is in transit to

%street1%                          Library Street address Line 1 that the item is in transit to.

%street2%                          Library Street address Line 2 that the item is in transit to.

%city_state_zip%                City, State, Zip of Library the Item is in transit to.

%item_barcode%                 Item barcode

%item_title%                       Item title

%item_author%                   Item Author

%hold_for_msg%                 Hold for Message: this gives the patron’s Name

%PATRON_BARCODE%         Patron’s Barcode

%notify_by_phone%            Phone number listed in the Hold Database.  This may not be the same s what is in the Patron’s record, as they can list another number when placing the hold.

%notify_by_email%             Email listed in Hold Database.  Same as phone number

%request_date%                  Date that the Request was originally placed

 

Check out

%title%                               Title

%author%                           Author

%barcode%                         Item Barcode

%due_date%                       Due Date in US format with 2.1, International format with 1.6

 

For type: payment

%original_balance%             The original balance the patron owes

%payment_received%          How much was received from the patron

%payment_applied%            How much of the payment was applied

%payment_type%                What type of payment was applied: IE Cash

%voided_balance%              Any Voided balance

%change_given%                 How much change was given

%new_balance%                  The new balance on the account

%note%                              Any notes on the annotated payment

%bill_id%                            The Id for the bill in the Bill database

%payment%                        How much of the payment that was applied was applied to this title

%title%                               Title that the payment was applied to.

%last_billing_type%             The type of bill that was last charged to the patron for this title

%barcode%                         Item barcode

%title%                               title of item

 

Check Out Receipt Template

In Header Section:
<img src=”http://niagaracollege.niagaraevergreen.ca//opac//images/small_logo.jpg”&gt;
<br/>
You checked out the following items:<hr/><ol>

In Line Items Section:

<li>%title%<br/>
Barcode: %barcode% <br/>
Due: %due_date%

In Footer Section:
</ol><hr />%SHORTNAME% %TODAY_TRIM%<br/>
You were helped by %STAFF_FIRSTNAME%<br/>
<br/>
Fines: Books/Magazines .25 per day,<br/>
Video/DVD 1.00 per day,<br/>
Equipment 2.00 an hour
<br/>
<br/>
Renew under  My Library Account at <br/>
http://www.niagaracollege.ca/library
<br/><br/>
Or call NCLibraries :  905-735-2211 x7767<br/>
(WC) x7767  (NOTL) x4413 <br/>

NEC: Ids, Shortnames & Names

1 | NEC       | Niagara Evergreen Consortium
2 | NIAGARA   | Niagara College
4 | NL        | Niagara-on-the-Lake Campus
5 | WC        | Welland Campus
8 | nlres     | Niagara-on-the-Lake Campus Reserve
101 | os        | Ontario Street Site
102 | wcres     | Welland Campus Reserve
103 | LINCOLN   | Lincoln Public Libraries
104 | FLEM      | Fleming
105 | MFR       | Rittenhouse
106 | NOTL      | Niagara-on-the-Lake Library System
107 | PELHAM    | Pelham Library System
108 | FORTERIE  | Fort Erie Library System
109 | NOTLPL    | Niagara-on-the-Lake Public Library
110 | FN        | Fonthill Branch
111 | MA        | Maple Acre Branch
112 | A         | Centennial
113 | C         | Crystal Ridge
114 | D         | Stevensville

Evergreen Staff Client Download 2.0.7

With the assistance of Equinox we will be upgrading us to Evergreen version 2.0.7 on Wednesday night, starting around 9:00pm.
In order for us to use Evergreen after the upgrade, we will all have to install the client version of  2.0.7.  So, on Wednesday morning  just before close or Thursday morning, please install v. 2.0.7.
***Please note: Do not install 2.0.7  earlier than the end of the day, Wednesday, as it will not work properly with the current install of 2.02.***
From the Downloads page:
From the Server & Staff Client Downloads (Windows) section, please click on the link for 2.0.7 installer ( Staff Client Installer [exe]  ). From here, please follow the prompts. It should overwrite the installation of 2.0.2 completely.
As always, let Geoff or myself know if you have any problems at all.

Check In or Process Items : Checkin Modifiers

FYI:

Have you ever noticed that at the bottom right hand corner of the CheckIn screen that there is a button labelled “Checkin Modifiers”? Depending on which option you select, you can define how an item is checked in.

The options are as follows:

  • Ignore Pre-Catalogued Items
  • Supress Holds and Transits
  • Amnesty Mode/ Forgive Fines
  • Auto-Print Holds and Transits

Solution : Receipts Running Long

Problem Description: “We recently installed new workstations at our Circ

desk and the receipt printers are spitting out 12” long receipts, no

matter how many books are checked out.”

 

Proposed Solution:

 

Some of these steps may be unnecessary, but it gets the job done. [Within

Evergreen:]

 

1) Go to the Admin menu and click on “Local System Adminstration”

 

2) Click on “Printer Settings Editor”

 

3) Click on “Page Settings”

 

4) Change all margins to “0.0”

 

5) Click on “Use default print stategy (Mozilla Print).”

 

6) Click on “Set Default Printer and Print Test Page.”

 

7) Select the Epson Receipt printer and click “Properties.”

 

8) Be sure that the paper type/size is set as “Roll” or “Continuous

feed.”

 

9) Click OK and OK again. A test receipt should print w/o 2 feet of blank

space.

 

10) You can adjust the margins a little if there isn’t enough blank

space at the end.

Evergreen Staff/Client Lost Items Display

Evergreen Staff/Client Lost Items Display

To Avoid Confusion Regarding Lost Items Be Sure to Notice the Checkin Date Column:

The patron in Situation A currently has no LOST items. Evergreen displays the history of patrons lost items even after the item is returned or if the issue has been resolved. This can be determined via the Checkin Date column.

The patron in Situation B currently has 1 LOST item. This is displayed in the Lost, Claimed Returned, Long Overdue, Has Unpaid Billings window found under the Items Out tab. It can be determined that the item is still out or that the missing item issue has not been resolved via the empty Checkin column and that the fine under the Bills tab still displays .

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