From: BC Libraries Cooperative Date: Fri, 30 Nov 2012 16:10:39 +0000 (-0500) Subject: Documentation: Add sections to workstation admin chapter. X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=a850606073fea6e0c25baf1468a2abb06aeaba82;p=evergreen%2Fpines.git Documentation: Add sections to workstation admin chapter. Content from: http://docs.sitka.bclibraries.ca/Sitka/current/html/intro_start_workstation_admi$ Receipt template editor sections moved to this chapter. Converted to asciidoc by rsoulliere. Index terms added by rsoulliere Some duplicate images were also removed from media directory. Signed-off-by: Robert Soulliere --- diff --git a/docs/admin/lsa-receipt_template_editor.txt b/docs/admin/lsa-receipt_template_editor.txt deleted file mode 100644 index 996a466256..0000000000 --- a/docs/admin/lsa-receipt_template_editor.txt +++ /dev/null @@ -1,34 +0,0 @@ -Receipt Template Editor ------------------------ - -Print Holds Slip with Landscape Layout -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ - -This feature enables you to use Mozilla-specific CSS to print holds with a -landscape layout. To use the landscape layout: - -. Click *Admin* -> *Workstation Administration* -> *Receipt Template Editor*. -. Select *hold transit slip* from the *Template Name* drop down menu. -. Enter
before and after the block of text that you wish to rotate. -. Enter the stylesheet text in the
bracket that appears before the block -of text that you wish to rotate: -+ ------------------------- -
------------------------- -+ -. When you click out of this box, notice that the text in the *Preview* box on -the left side of the screen has rotated 90 degrees. -. You can further customize the look of the text by adjusting its height and -width. The height and width that you specify will be unique to your printer. -For example, you could add the following height and width to your rotated text: -+ ------------------------- -
------------------------- -+ -image::media/Print_Holds_Slip1.jpg[Print_Holds_Slip1] -+ -. The holds slip will print with the configured text in a landscape layout: -+ -image::media/Print_Holds_Slip2.jpg[Print_Holds_Slip2] diff --git a/docs/admin/workstation_admin.txt b/docs/admin/workstation_admin.txt index 69aff533a2..b2c864d852 100644 --- a/docs/admin/workstation_admin.txt +++ b/docs/admin/workstation_admin.txt @@ -120,3 +120,213 @@ driver is the only one available try one of the alternate print strategies instead. ==================================== +Receipt Template Editor +~~~~~~~~~~~~~~~~~~~~~~~ + +indexterm:[receipt template editor] +indexterm:[receipt template editor, macros] +indexterm:[receipt template editor, checkout] + +There are many default receipt templates included with the Evergreen staff +client. These templates are saved on invidual workstations. Customization can be +done workstation by workstation or by exporting the templates to import to other +workstations. + +. Select *Admin -> Workstation Administration -> Receipt Template Editor*. +. Select the _checkout_ template from the dropdown menu. ++ +image::media/receipt-2.png[select checkout] ++ +. This is what the default checkout template looks like. The template preview is +on the left hand side. You can edit the _Header_, _Line Item_ or _Footer_ on the +right hand side. ++ +image::media/receipt-3.jpg[receipt-3] ++ +. In the upper right hand corner you can see the available macros by clicking on +the *Macros* button. A macro prints a real value from the database. In this +example, the macro _%LIBRARY%_ prints ``Prince Rupert Library''. The macros that +are available vary slightly between types of receipt templates (i.e. bills, +holds, items). ++ +[TIP] +=============================== +Receipt templates are marked up with HTML tags. You may use most HTML tags. +See http://www.w3schools.com/html/ for more information on HTML tags. + +You may insert a link to an image, e.g. your library's logo, that exists on the +web. For example, to inlcude the white Evergreen logo from this document, enter tag . in the +receipt template. + +There are several macros that can carry pre-built contents specific to +individual libraries. The contents can be set up in local administration. For +details see <>. Though text can be hard-coded in receipt +templates, the pre-built contents will be automatically applied to receipts +printed from all workstations without editing each template. + +* %INCLUDE(notice_text)% +* %INCLUDE(alert_text)% +* %INCLUDE(event_text)% +* %INCLUDE(footer_text)%% +* %INCLUDE(header_text)% +============================== ++ +. Below are some example edits: ++ +image::media/receipt-11.jpg[receipt-11] ++ +The above is the default _Line Item_ in Checkout template. The macro _%barcode%_ +prints the item barcodes of the books that were checked out. The macro +_%due_date%_ prints the due date for each item that was checked out. You may add a +line break between them: Barcode: _%barcode%_
Due: _%due_date%_ ++ +The receipt preview will look like this: ++ +image::media/receipt-11a.png[receipt-11a] ++ +[NOTE] +========================== +The due date can only be printed in the _YYYY-MM-DD_ format. +========================== ++ +. Once you have the checkout template how you want it, click *Save Locally* to +save the template to your computer. + +image::media/receipt-15.jpg[receipt-15] + +Print Holds Slip with Landscape Layout +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + + +indexterm:[receipt template editor, holds receipt, layout] + +This feature enables you to use Mozilla-specific CSS to print holds with a +landscape layout. To use the landscape layout: + +. Click *Admin* -> *Workstation Administration* -> *Receipt Template Editor*. +. Select *hold transit slip* from the *Template Name* drop down menu. +. Enter
before and after the block of text that you wish to rotate. +. Enter the stylesheet text in the
bracket that appears before the block +of text that you wish to rotate: ++ +[source, html] +------------------------ +
+------------------------ ++ +. When you click out of this box, notice that the text in the *Preview* box on +the left side of the screen has rotated 90 degrees. +. You can further customize the look of the text by adjusting its height and +width. The height and width that you specify will be unique to your printer. +For example, you could add the following height and width to your rotated text: ++ +[source, html] +------------------------ +
+------------------------ ++ +image::media/Print_Holds_Slip1.jpg[Print_Holds_Slip1] ++ +. The holds slip will print with the configured text in a landscape layout: ++ +image::media/Print_Holds_Slip2.jpg[Print_Holds_Slip2] + +Exporting Templates +^^^^^^^^^^^^^^^^^^^ + +indexterm:[receipt template editor, exporting] + +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 (e.g. more than one computers on the circulation desk, or another +computer in the workroom that you use to checkin items or capture holds with). + +. Click on *Export*. ++ +image::media/receipt-17.jpg[receipt-17] ++ +. Select the location to save the template to, name the template, and click +*Save*. +. Click *OK* to confirm. + +Importing Templates +^^^^^^^^^^^^^^^^^^^ + +indexterm:[receipt template editor, importing] + +. Send the exported templates file to the workstation to which you want to import +the templates. You may do it using memory stick or email, etc. +. On _Receipt Template Editor_, Click *Import*. ++ +image::media/receipt-20.jpg[receipt-20] ++ +. Navigate to and select the template file that you want to import. Click +*Open*. ++ +image::media/receipt-21.jpg[receipt-21] ++ +. Click *OK* to confirm on the prompt. ++ +. Click *Save Locally*. + +image::media/receipt-23.jpg[receipts-23] + +[TIP] +================= +By default all libraries use shared and hard-coded templates for Hold Slip and +Transit Slip. Libraries can switch to using their own templates by setting up a +library setting: Use legacy hardcoded receipts/slips. Details see <>. +================= + +Button Bar/Toolbar +~~~~~~~~~~~~~~~~~~ + +indexterm:[staff client, button bar, customization] +indexterm:[staff client, toolbar, customization] + +There is an optional toolbar with buttons providing quick access to commonly +used staff client functions. When activated the toolbar appears below the menu +bar. + +image::media/workstation-button_bar-1.png[button bar] + +The look of the buttons can be customized. Use _Mode_, _Label Position_ and _Icon +Size_ on the _Toolbar_ menu shown on the screen below to select your preference. + +A group of buttons can be selected or activated by default for all workstations +at a particular library (see <> for details). A different default +group can be set up on individual workstations by the following steps. + +. Go to *Admin -> Workstation Adminitration -> Toolbars -> Current*. ++ +image::media/workstation-button_bar-2.png[button bar 2] ++ +. Choose a group from the list. +. Go back to the above menu. Select *Set Workstation Default to Current*. The above +selected toolbar group is set as default for this workstation. + +To clear an existing setting click *Clear Workstation Default*. + +Circulation and Cataloguing are the default toolbar groups. Local system +administrators can create new groups for individual accounts, workstations or +all in a particular library. + +. Go to *Admin -> Workstation Adminitration -> Toolbars -> Configure Toolbars. +. Click *New Toolbar* ++ +image::media/workstation-button_bar-3.png[button bar 3] ++ +. In the prompt window type in a name for the new group, and then click *OK*. +. Choose the function buttons you want to add to the new group. Click *`-->(A)`* to +add. You may select one in the Selected pane, and then click *`<--(R)`* to remove +it. +. Check one of the radio buttons: *Owning Org Unit*, *Owning Workstation*, or *Owning +User* to specify the new group should be availalbe to everyone/workstation in +your library, or this workstation or yourself only. +. If you chose _Owning Workstation_ in the above step, click the down-pointed +arrow at the end of the _Permission Context_ box to select your library in the +orgnization unit tree. +. Click *Save Toolbar*. +. 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