Historical Bills Template

Header:

<img src=”http://www.niagaracollege.ca/library/images/library_logo.jpg”><br><br/&gt;
<b>%PATRON_LASTNAME%, %PATRON_FIRSTNAME%<br>
<b>%PATRON_BARCODE%<br></br>
Phone: <br/>
Email: <br/
<br></b>Welcome to %LIBRARY%!<br/>You have the following bills:<hr/><ol>

Line Item:

<dt><b><li>%title%<br/>
Barcode: %barcode% Due: %due_date%</b></dt> <dd> <table width=”100%”> <tr valign=”top”><td>Date:</td><td>%xact_start%</td></tr> <tr valign=”top”><td>Type:</td><td>%xact_type%</td></tr> <tr valign=”top”><td>Last Billing:</td><td>%last_billing_type%<br/>%last_billing_note%</td></tr> <tr valign=”top”><td>Total Billed:</td><td>$%total_owed%</td></tr> <tr valign=”top”><td>Last Payment:</td><td>%last_payment_type%<br/>%last_payment_note%</td></tr> <tr valign=”top”><td>Total Paid:</td><td>$%total_paid%</td></tr> <tr valign=”top”><td><b>Balance:</b></td><td><b>$%balance_owed%</b></td></tr> </table><br/>

Footer:

</ol><hr />%SHORTNAME% %TODAY_TRIM%<br/>
<br/>

Receipt Template : Hold_slip

 

Go into your receipt template and select hold_slip.

 In the Header box, put :

 

This item needs to be routed to <b>%route_to%</b>:<br/>

Barcode: %item_barcode%<br/>

Title: %item_title%<br/>

<br/>

%hold_for_msg%<br/>

Barcode: %PATRON_BARCODE%<br/>

Notify by phone: %notify_by_phone%<br/>

Notify by email: %notify_by_email%<br/>

 

In the Line Item box paste,

%formatted_note%<br/>

　 

 

In the footer box, paste,

<br/>

Request date: %request_date%<br/>

Slip Date: %TODAY_TRIM%<br/>

Printed by %STAFF_FIRSTNAME% at %SHORTNAME%<br/>

<br/>

Then Save Locally. This will overwrite that other “bad” template you have on the PC. See with the hold slips, the only thing recognized in that Line Item box is the notes. That is why it wasn’t printing anything for you, because barcode, and the other variables do not work in the line item box. 

Evergreen Receipt Template Editor

If you ever need to set the Reciept Template Editor in Evergreen simply select Admin> Local Adiminstrator>Receipt Template Editor and simply copy and paste the following information into the appropriate template sections:

Header:

<img src=”http://www.niagaracollege.ca/library/images/library_logo.jpg”&gt;
<br/>
Welcome to %LIBRARY%!<br/>
You checked out the following items:<hr/><ol>

Line Item:

<li>%title%<br/>                                                                                                                                                                                                          Call Number: %call_number%<br/>                                                                                                                                                                           Due: %due_date%<br/> Duetime:%due_time%<br/>

Footer:

</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/>
Fall Hour<br/>
Mon-Thurs 8am-8pm<br/>
Fri 8am-5pm<br/>
Sun 1-5pm<br/>

The Appearance of Evergreen in Firefox

Equinox has been able to create a patch that has fixed the multiple appearances of all relevant subjects, authors, and series in firefox.

Library Catalogue Quick Search

The Library Catalogue Quick Search form has returned to the Library Homepage.

  The search form is limited to a KEYWORD  search only.

 Search results will be presented  in the Evergreen results screen.

Evergreen Client Version 1.6.1.2

Equinox has informed us that they will be upgrading us to version 1.6.1.2 on Tuesday 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 1.6.1.2. So, on Tuesday night, just before close or Wednesday morning, please install v. 1.6.1.2.

 

***Please note: Do not install 1.6.1.2 earlier than the end of the day, Tuesday, as it will not work properly with the current install of 1.6.1.1.***

 

From the Downloads page:

 

http://www.open-ils.org/downloads.php

 

From the Staff Client (Windows) section, please click on the link for 1.6.1.2 installer. From here, please follow the prompts. It should overwrite the installation of 1.6.1.1 completely.

 

As always, let Geoff or myself know if you have any problems at all.

Patron OPAC: My Account Login

My Account Login

The first time that students login to My Account in the Evergreen OPAC they will be prompted with the “Update Login” screen. Students will need to change their passwords. The password must be at least 7 characters in length, contain at least one letter (a-z/A-Z), and contain at least one number.

 

 

Exercises for the Evergreen Circulation Module

 Try some of these exercises for the Circulation Module on Evergreen: 

Exercise 1: Check out an item

Exercise 2: Check in an item

Exercise 3: Register a patron

Exercise 4: Mark a patron card lost

Exercise 5: Marking Items Claimed Returned

Exercise 6: Placing and Editing Holds

Exercise 7: Capturing Holds

Exercise 8: Add a note to a patron’s record

Circulation Exercises 1.6

Equinox Training Documents

This week the Niagara Evergreen Consortia had many great sessions of training with Sally Fortin from Equinox Software. We thank her for her straightforwardness and patience. Here are some of the some of the documentation that she has passed on to us ( you can also find these in the side bar under Equinox Training Documents):

1.6 Cataloging Documentation

Authority Process

Booking Module Documentation

Administrative Functions in the Booking Module

Offline Circulation for Circulators

Offline Circulation for Administrators

 

Booking Module Documentation

Here is the Booking Module Documentation that Sally was talking about in today’s  Booking Module Session:

Using the Booking Module
Equinox Software, Inc.

The following documentation will help users to create reservations for cataloged and non-bibliographic items; create pull lists for reserved items; capture resources; and pick up and return reservations.

Using the Booking Module