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Customizing Evergreen’s
Receipt Templates
Terran McCannaPINES Program Manager
Georgia Public Library [email protected]
g
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Receipts
Windows Printer
Settings
Evergreen Printer Settings
Evergreen
Receipt Templat
es
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Receipts
1. Install Printer Drivers for Laser and Receipt Printers and Set Up Paper Size / Properties
2. Set Windows Default Printer to the Laser Printer
3. Configure Evergreen Printer Settings• Default Settings = Laser Printer• Receipt Settings = Receipt Printer• Offline Settings = Receipt Printer• Instructions at:
http://pines.georgialibraries.org/printers
4. Customize Receipt Templates
Overall Steps for Setting Up Receipts
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Receipts
> Admin > Workstation Administration > Receipt Template Editor
Receipt Template Editor
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Receipts
Macros
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Receipts
Macros
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Receipts
Macros
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Receipts
Macros
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Receipts
HTMLFunction Template Result
Bold My <b>Library</b> My Library
Italic My <i>Library</i> My Library
Underlined My <u>Library</u> My Library
Bold & Underlined
My <b><u>Library</u></b>
My Library
Line Break My<br/>Library MyLibrary
Line My Library<hr/> My Library
Center <center>MyLib</center>
MyLib
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Receipts
HTMLFunction Template Result
Center <center>MyLib</center> MyLib
Center <p align=“center”>MyLib</p>
MyLib
Push to the Right
<p align=“right”>MyLib</p> MyLib
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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
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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
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Receipts
Add an Image
1. Upload an image to your web site and note the URL.
2. 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" />
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Receipts
Add an Image
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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/>
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Receipts
TablesHeader 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
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Receipts
Font Changes with CSSFunctio
nTemplate Result
Change Font
<p style="font-family:arial,sans-serif;">My text</p><p style="font-family:times,serif;">My text</p>
My text
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>
My textMy textMy text
Both <p style=“font-size:large;font-family:arial,sans-serif;”>My text</p>
My text
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Receipts
Font Changes with CSSFunctio
nTemplate 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
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Date Format for Due DateCode Result
%due_date% 2014-10-06
%DATE_FORMAT(%due_date%, %m/%d/%Y)%
10/06/2014
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Receipts
Date Format for Today’s Date
Code Result
%TODAY% Tue Sep 30 2014 17:04:29 GMT-0400 (Eastern Daylight Time)
%TODAY_TRIM% 2014-09-30 17:04
%TODAY_F% 2014-09-30
%DATE_FORMAT(%TODAY_F%,%m/%d/%Y)%
09/30/2014
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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%%SUBSTR_END%
5648
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Receipts
Sort List of Items Alphabetically
Function Template Result
Sort by Title
In Line Item:
%SORT(title)%<li>%title%<br/>%due_date%</li>
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Receipts
Example: Large Transit InfoFunction 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/>
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Receipts
This only works on checkout, not on items_out.
Example: Add Balance Owed
Function Template Result
Put balance owed at bottom of slip:
In footer:
<br/><b>YOU OWE: $%balance_owed%</b>
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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>
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Receipts
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_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.event_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.footer_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.header_textUPDATE_ORG_UNIT_SETTING.circ.staff_client.receipt.notice_text
Includes
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Receipts
First, Edit Text in the Library Settings Editor:
1. Go to the Library Settings Editor (Admin > Local Administration > Library Settings Editor).
2. Choose your Context Location (local branch or local system).
3. After the list loads, filter by "include" to display the list of options: alert_text, notice_text, event_text, header_text, footer_text.
Includes
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Receipts
Includes
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Receipts
Includes
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Receipts
Next, Update Receipt Template:
1. Go to the Receipt Template Editor
2. Choose a template you'd like to add the Include to (for example, checkout).
3. Add the macro: %INCLUDE(x)%
Includes
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Receipts
IncludesTest Results:
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Receipts
Receipt templates must be updated on each workstation individually, but you can export and import to make the job easier.
Sharing Receipt Templates
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1. Update and save all of the receipt templates you wish to modify on one workstation.
2. 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).
3. Save it to a convenient location (flash drive, network drive, etc.)
Export Customized Receipt Templates
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Receipts
1. Go to a workstation you want to add the receipt templates to - open the Receipt Template Editor.
2. Click the Import button (it does not matter which template you are viewing, as it will import all templates).
3. 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.
4. Click the Save Locally button.
Import Customized Receipt Templates
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Receipts
http://pines.georgialibraries.org/receipt-templates
For Further Information: