wiki:StaffClientprinting

Version 17 (modified by khernden, 11 years ago) (diff)

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Configuring Printing in the Staff Client

Contents

Spine and Pocket Label Printing

Basic Printing Overview Spine Label Parameters Pocket Label Parameters

Tips

Creating Spine Labels

Spine Spine and Pocket Label Printing

Printing from Integrated Library Systems to standard format and label printers is often challenging.

Basic Printing Overview

  1. Printing spine and pocket labels can be done while creating item records.
  2. To print a label, search for and bring up the record in the catalogue.
  3. Click on Actions for this Record and go to Holdings Maintenance.
  4. Click on the first holdings line; then click on Actions for Selected Rows.
  5. Select Create Volume; the Volume/Copy? Editor window appears.
  6. Notice that there is a button in the upper right that is labeled Print Labels?
  7. Check the box next to it. Then go ahead and create your volume and one copy.

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TIP: As you use Evergreen’s printing functions, note any problems that come up or needed enhancements, so that the CONIFER group can address them.

Spine Label Parameters

The Printing screen will appear.

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From this screen you can fill in the various values that you need for margins and width of the spine and pocket labels, the font size, and the information you want included on the labels. You can also edit the call number if you wish.

The spine label parameters are listed under the Spine Label heading and include only:

  • Left Margin (in characters)
  • Label Width (in characters)
  • Label Length (in lines)

NOTE: Spine labels will include only the call number.

The pocket label parameters are much more numerous.

[insert image] They are listed under Pocket Label heading and consist of:

  • Middle Margin (in characters)
  • Label Width (in characters)
  • Label Length (in lines)

Plus the following choices that can be made by checking or un-checking the boxes to the left and then filling in the number to the right:

Pocket Label Parameters

Include Title (wraps on word at label width)On line ##
Include Title (segment after wrapping)On line ##
Include AuthorOn line ##
Include Call NumberOn line ##
Include Owning Library (policy code)On line ##
Include Owning LibraryOn line ##
Include Shelving LocationOn line ##
Include Item barcodeOn line ##

In addition, there are four fields for customizing with macros (e.g. creating special messages, etc. for printing drawn from the bibliographic and holdings records), as well as list of pre-configured macros accessed through the Available Macros button at the bottom of the Printing screen.

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NOTE: spine and pocket labels are not created simultaneously. You must choose to create a spine or a pocket label.

Available Macros
%uses%%alert_message%%author%%barcode%
%call_number%%checkin_time%%checkin_time_full%%xact_start%
%checkout_lib%%xact_start_full%%circ_as_type%%circulate%
%circ_id% %circ_lib%%circ_modifier% %acp_id%
%copy_number% %create_date%%edit_date% %deleted%
%deposit_amount% %deposit%%mvr_doc_id% %due_date%
%edition% %fine_level%%stop_fines% %stop_fines_time%
%holdable% %isbn%%loan_duration% %location%
%message% %opac_visible%%owning_lib% %price% %pubdate%
%publisher%%ref% %renewal_remaining% %route_to%
%service%%status% %tcn% %title%
%xact_finish%

Tips

Creating Spine Labels

To create a spine label, first make sure that the checkbox across from Pocket Label heading is not checked. Then fill in the values for the label and check the call number in the label window to the right. You can edit the call number in that window if necessary.

If you have made any changes to the pre-set parameters, you will then click on the Re-Generate button in the upper left to set the changes. Next, click on the Preview and Print button. The label will be printed.

Creating Pocket Labels

To create a pocket label, first make sure that the checkbox across from Pocket Label heading is checked. Then fill in the values for the pocket label and check the call number in the label window to the right. You can edit the call number in that window if necessary.

If you have made any changes to the pre-set parameters, you will then click on the Re-Generate button in the upper left to set the changes. Next, click on the Preview and Print button. The label will be printed.

Printing FAQ

Question
How do you print multiple copies of labels for large numbers of issues for any particular journal?
Answer
The Print Spine Label function is now working. You should see that it invokes the standard Windows Print dialog screen, on which appears a # of copies box that defaults to 1, but which you can set whatever number of copies you require.


Question
How do you switch between different types of printers (e.g. standard vs. label)?
Answer
After you click Print Page on the Preview and Print page, the Windows Print dialogue is exposed and you have the option of changing the printer from the system default at that time.


Question
Why does it take so many steps to print?
Answer
Currently, in a best case scenario, to print a single spine label today takes five mouse clicks:
  • One to bring up the context menu (either a right-click, or Actions for selected rows);
  • One to select Print spine label from the context menu;
  • One to click Preview and print button (assuming the font size and call number are perfect) ;
  • One to click Print page button on the preview page;
  • One to click the Print button on the Windows print dialogue.

Customizing Printing Spine Labels

This section is adapted from instructions written by Elaine Hardy of the Georgia Public Library Service, PINES Services & Support

Initial Setup -- Create Custom Forms in Windows XP

Label Stock

You will need to create a custom form or page type for your label stock. No standard stock templates have been defined for printing these labels in Evergreen. The carrier height and width varies for the stock depending on vendor and style. For example, the Arthur A. Wishart Library at Algoma University currently uses Dymo 400 series label printers for the Dymo compatible LV-30347 spine label that measures 1” wide by 1.5” long.

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To create the custom form in Windows, you will need to measure the section of the continuous label stock and not the label itself. Once you have determined the dimensions, you can create the custom form.

In Windows, click on Start > Printers and Faxes > File > Server Properties (or right click anywhere on blank space in the Printers and Faxes window and click on Server Properties).

Click the checkbox next to the Create New Form heading.

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Under the Form Description (Measurements), ensure that appropriate units of measurement are selected. (For the Dymo 400 example, we have selected English Units.)

In the Form name field, etner a name of your choosing.

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Type in your measurements; for example:

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Click the OK button.

Linking the Printer to the Custom Form in Windows XP

In Windows, click on Start > Printers and Faxes.

Right click on your printer and chose Printer Preferences from the contextual menu.

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For the Dymo 400 example, this opens the DYMO Labelwriter400 Printing Preferences dialogue; choose the Paper/Quality? tab.

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Ensure that the radio button beside the Black & White label is checked.

Click on the Advanced button.

This opens the DYMO LabelWriter400 Advanced Options dialogue.

In the Paper Size field, choose your custom form name.

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Click the OK button to close the DYMO LabelWriter? 400 Advanced Options dialogue

Then click on the Apply button to close the DYMO LabelWriter? 400 Printing Preferences dialogue.

NOTE: The same process is used to set up other printers; e.g. for bills on 8.5”x11” paper.

Settings for Evergreen Staff Client – Setting Up a Label Printer in Evergreen

Now that your printer is set up in Windows, start your Evergreen staff client. In the Evergreen staff client, go to the menu option Admin > Local System Administration.

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Under Workstation Configuration choose Printer Settings Editor.

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Click on the Set Default Printer and Print Test Page button (make sure your printer is off if you don’t want to print a test page).

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Pick the correct printer from the Windows Print dialogue, which in this case is the DYMO LabelWriter? 400 Turbo.

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Click on the OK button to set changes.

Click on the Page Settings button from the Printer Settings Editor.

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This opens the Windows Page Setup dialogue; choose the tab Margins & Headings/Footer?, set the left margin to .2” and change all of the Headers & Footers settings to -- blank -- and click the OK button to save the changes.

From the MARC Edit screen, click on Holdings Maintenance and select the item for which you wish to print the spine label by clicking on it.

Then select Actions for Selected Rows > Print Item Spine Labels.

The Spine Labels printing screen will open in a new tab.

NOTE: Ensure that the checkbox beside the Pocket Label heading is not checked off.

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You may need to experiment with different settings to find the correct left margin, width and length for the pocket labels. Common settings are left margin 5, label width 28, label length 6.

Click on the Re-Generate button to save changes and to reset label to those settings.

NOTE: Currently the Re-Generate button will not change the image of the label in the Spine Label screen. To see the changes you have to click on the Print and Preview button.

Click on the Preview and Print button to preview the label, and then click on the Print Page button to print the label.

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NOTE: The same process is used to set up other printers; e.g. for bills on 8.5”x11” paper.

TIPS

If the printer skips a label first adjust the label length. If it is off by one, it can cause the printer to form feed multiple labels. Some users have reported that, when printing pocket labels, the label length must be one more than the actual length.