Print Templates for Receipts and Lists

v.3


About

When there is a print option within an Evergreen function, there is a corresponding print template that dictates the format, content, and printer used for that print request. In most cases, the screen display does NOT match the printed out.


stop Exported custom templates from the desktop client CANNOT be imported into the Web Client.

Printer Context

When using Hatch printing, different types of print requests can be configured for different printers. The Printer Contexts include Default, Receipt, Label, Mail, and Offline. The two most commonly used with be Default - your standard printer, and Receipt - your Star printer.

When editing your templates, set the printer context to match the tyype of printer you plan to use.

Then open the Administration > Workstation > Printer Settings interface to set printer defaults for the contexts used.

The most common printer settings to specify are:

  • Printer - Evergreen will automatically populate the list with available printers
  • Paper type - particularly important if you use a thermal printer
  • Margins - use "Equal" for narrow margins that maximize the width of text per line, particularly when printing bulleted lists

Edit templates

  1. From the Administration Menu, select Workstation
  2. Click Print Templates
  3. From the Template Name list, select a template; example: Checkout
  4. The current template print view displays in the Preview Pane, the editable template code appears in the Template pane
    • The top part of the template pane includes explanatory text about the template and includes Evergreen code that can be inserted into the template to pull in pieces of Evergreen data. This explanatory text is marked by
      <!-- [text block] -->
      tags.
  5. Changes made in the Template pane will appear in the Preview pane, but are not saved until the "Save Locally" button is clicked
    • The "Reset to Default" button will undo ALL changes, saved or unsaved, and return the template to the default

General notes about editing templates

  • Print templates are created using a combination of basic HTML, CSS, and Evergreen code. Submit a help request for assistance with customizing your templates.
  • Examples of common customizations are provided in this document, with a preview image of the receipt and a text file that can be copied and pasted into the template edit window.
  • Templates must be saved for every web client where printing will occur. PLS recommends configuring templates on one workstation, then exporting a template file to a flash drive. The templates can then be imported from the flash drive to every other client.

Common edits

Images

Images to be added to a print template must be submitted to PLS to be stored on a secure server. The image can be added to the slip using the URL and an "<img>" tag. Submit your image file using this form.

Example code format: <div><img src="https://images.pls-net.org/mpl_logo_small_dither5.jpg"></div>

Format text

To change a section of text's size or emphasis, add style code. To change font size:

 <div style="font-size:150%">Welcome to {{current_location.name}}</div> 

To change font emphasis:

<div style="font-weight:bold">Welcome to {{current_location.name}}</div>

Multiple styles can be combined:

<div style="font-weight:bold;font-size:150%;text-align:center;">Welcome to {{current_location.name}}</div>

Header and footer text

In the desktop client, default receipt headers and footers were included in all receipts. The text was set in the Evergreen configuration for each library, and a code was used to populate the receipt. In the web client, the code for headers and footers is not included in the receipt templates.

If libraries want to have address, contact information, URL, Facebook links, etc. included in their templates this information can be added using HTML to each relevant template.

Example:

<div>
Library Name <br/>
Address line 1 <br/>
City, State, ZIP <br/>
<br/>
Phone Number<br/>
</div>

Save Locally

Be sure to save any local customizations. Print templates are saved per computer. Use the Export and Import functions to save templates to a flash drive to install consistent templates on multiple workstations.

Export and Import

Available Templates

Bills, Current

Context: Receipt or Default

Default


WebClient_PrintTemplates_BillsCurrent_Default.png

Bills, Historical

Context: Receipt or Default

Default


WebClient_PrintTemplates_BillsHistorical_Default.png

Bills, Payment

Context: Receipt

Default


WebClient_PrintTemplates_BillsPayment_Default.png

Checkin

Context: Receipt

Default


WebClient_PrintTemplates_Checkin_Default.png

Checkout

Context: Receipt

Default


WebClient_PrintTemplates_Checkout_Default.png

Customized: Add "You saved..." block

WebClient_PrintTemplates_Checkout_YouSaved.png

Add conditional balanced owed line

A line can be added to the checkout slip that indicates outstanding fines owed:

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

This will only print if the patron has unpaid bills. The text "You owe the library" can be changed to your library's preferred language.

Customized: With logo image, you saved block, and address/URL footer


WebClient_Receipt_Checkout_ImageAddressFooter.png

Hold Transit Slip

Context: Receipt

Default

  • WebClient _PrintTemplates_HoldTransitSlip_Default.png:
    WebClient_PrintTemplates_HoldTransitSlip_Default.png

Customized: for delivery slip use

Removes extraneous library information, increases size of library code for delivery use, removes patron identifying information.

WebClient_Receipt_TransitHoldItem_Updated_Preview.png

Hold Shelf Slip

Context: Receipt

Default

Customized: Add patron name to top of slip in large, bold print with hold shelf expire date


WebClient_Receipt_HoldShelfSlip_PatronNameBoldShelfExpireDate.png

Holds for Bib Record

Context: Default

Default


WebClient_PrintTemplates_HoldsForBibRecord_Default.png

Holds for Patron

Context: Receipt or Default

Default


WebClient_PrintTemplates_HoldsForPatron_Default.png

Hold Pull List

Context: Default

In the WebClientPullList, clicking "Print Full List" triggers this template.

Default


WebClient_PrintTemplates_HoldPullList_Default.png

Customized: Sort printed Pull List by Copy Location then Call Number

Adds a line that sorts to list Copy Location and Call Number and replaces the full borders with bottom borders below each row.

WebClient_Receipt_PullListForHoldsSorted.png

In-House Use List

Context: Receipt

Default


WebClient_PrintTemplates_InHouseUseList_Default.png

Hold Shelf List

Context: Default

Default


WebClient_PrintTemplates_HoldShelfList_Default.png

Item Status

Context: Receipt or Default

Default


WebClient_PrintTemplates_ItemStatus_Default.png

Items Out

Context: Receipt

Default


WebClient_PrintTemplates_ItemsOut_Default.png

Patron Address

Default


WebClient_PrintTemplates_PatronAddress_Default.png

Patron Note

Context: Receipt or Default


WebClient_PrintTemplates_PatronNote_Default.png

Renew

Context: Receipt

default


WebClient_PrintTemplates_Renew_Default.png

Transit List

Context: Default

Default


WebClient_PrintTemplates_TransitList_Default.png

Transit Slip

Context: Receipt

Default


WebClient_PrintTemplates_TransitSlip_Default.png

Custom

WebClient_Receipt_TransitItem_Updated_Preview.png

Offline Checkout

Offline Renew

Offline Checkin

Offline In-House Use

EvergreenWebForm
Topic Subject Web Client
Service Evergreen
Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r17 - 05 Oct 2018 - 14:36:35 - LindsayStratton
 

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