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.

Import all basic customizations

Download this file to import ALL basic customizations into your Evergreen templates.
  1. Click the link - a page of code text will open in the browser
  2. Anywhere in the browser page, right click
  3. In the menu pop up select "Save As..."
  4. In the Save As menu the File Name will automfill, and Save As Type JSON File will autofill, click Save
  5. In Administration > Workstation > Print Templates, click Import and navigate to the location where this file is saved
  6. After files are imported, click Save Locally
  7. Set any local preferences for Default or Receipt printer for individual templates
NOTE: Templates will need to be imported into each web client browser. This file can be downloaded and saved to a flash drive for easier import to additional web clients.

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. NOTE: Some printers do not accept the "Equal" setting - in these situations, receipts will not print. Try "Device Minimum" or "Equal Opposite" instead, and use the "Test Print" feature to check which option will work with your printer.

Force Printer Context

For each print template, you must specify the printer/print context. For example, checkout receipts will usually be printed by the receipt printer; set that template's "Force Printer Conext" value to Receipt.

If no printer context is set, receipts will print to the default printer.

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

Font size

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

Font emphasis

PLS recommends using CSS to make text bold, italic, etc., using the font-weight element:

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

HTML tags can also be used, but the tags must be closed:

 <div> <b>Title: {{title}}</b></div>

Font face/family

Specify a font family

<div><span style="font-size:600%;font-family:'Comic Sans MS', cursive, sans-serif">{{dest_location.shortname}}</span></div>

List of fonts/font families: https://www.w3schools.com/cssref/css_websafe_fonts.asp NOTE! These examples format multi-word font names within double quotes ("Comic Sans MS") but Evergreen does not support the double quotes. If you wish to use a multi-word font, enclose the name in single quotes ('Comic Sans MS')

Combine styles

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

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>

Print only the first # characters - i.e.: Nybody prints as Nybo

{{patron.family_name | limitTo:4}} 

Print only the last # characters - i.e.: 22111000148960 prints as 48960

{{patron.card.barcode | limitTo:-5}} 

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.

Import and Export Customized Templates

These options allow staff to import and export sets of customized templates. If you are starting with a new web client browser, you can import the PLS-created basic custom templates (see: "Import all basic customizations" section), or, you can create, export, and then import in new browsers your local customized templates.

To import:
  1. Click Import
  2. In the Open File dialog, navigate to the saved template file; this will be a .JSON file
  3. Open the File
  4. The templates will import, and a confirmation pop-up will appear stating "Imported one or more print template(s)"
  5. Click Save Locally
To export:
  1. Create and save custom templates
  2. Click Export
  3. The download file will appear in the lower corner of the browser - "print_templates.json"
  4. Open your computer's Downloads folder, rename the file somehting more descriptive and save it to a flash drive and/or a file location you will remember later

PLS strongly recommends exporting backup copies of your library's customized templates.

Available Templates - examples and customization text

Bills, Current

Context: Receipt

Default Basic cusomization with Total Owed
WebClient PrintTemplates BillsCurrent Default.png BillsCurrent Receipt.png

Bills, Historical

Context: Receipt

Default Basic customization
WebReceipts BillsHistorical Default.png BillsHistorical Receipt.png

Bills, Payment

Context: Receipt
Default Basic customization
WebReceipts BillsPayment Default.png BillsPayment Receipt.png

Checkin

Context: Receipt

Default Basic customization
WebClient PrintTemplates Checkin Default.png Checkin Receipt.png

Checkout

Context: Receipt

Default Basic customization
WebClient PrintTemplates Checkout Default.png CheckoutBasic Receipt.png
"Fines owed" customization "You saved" customization
CheckoutFinesOwed Receipt.png CheckoutYouSaved Receipt.png

Hold Transit Slip

Context: Receipt

Default Basic customization
WebReceipts HoldTransitSlip Default.png HoldTransitSlip Receipt.png

Hold Shelf Slip

Context: Receipt

Default Basic customization
WebReceipts HoldShelfSlip Default.png HoldShelfSlip Receipt.png
Basic customization with scannable patron barcode Basic customization with truncated patron name
scannable barcode HoldShelfSlip TruncatedName Receipt.png

  • txt Hold Shelf Slip - includes code that will print Hold Alias if present, or Preferred Name if present, or Primary Name - text to copy and paste
  • ttf FRE3OF9X.TTF - Download and install the "Free 3 of 9 Extended Regular" font
  • txt scannable - text to copy and paste
  • txt Hold Shelf Slip - Truncated Name Block - name block only to copy and paste into hold slip

Holds for Bib Record

Context: Default

Default Basic Customization
WebReceipts HoldsForBibRecord Default.png HoldsForBibRecord.png

Holds for Patron

Default Basic customization
WebReceipts HoldsForPatron Default.png HoldsForPatron.png

Hold Pull List

Context: Default

Default Basic customization
WebReceipts HoldPullList Default.png HoldPullList Default.png

Hold Shelf List

Default Basic customization
WebReceipts HoldShelfList Default.png HoldShelfList.png

In-House Use List

Default Basic customization
WebReceipts InHouseUseList Default.png InHouseUse.png

Item Status

Default Basic customization
WebReceipts ItemStatus Default.png ItemStatus.png

Items Out

Default Basic customization
WebReceipts ItemsOut Default.png ItemsOut Receipt.png

Patron Address

PatronAddress.png

Patron Data

PatronData Default.png

Patron Note

PatronNote Default.png

Renew

Default Basic customization
WebReceipts Renew Default.png Renew Receipt.png

  • txt Renew - text to copy and paste

Transit List

Default Basic customization
WebReceipts TransitList Default.png TransitList Receipt.png

Transit Slip

Default Basic customization
WebReceipts TransitSlip default.png TransitSlip Receipt.png

Offline Checkout

Offline Renew

Offline Checkin

Offline In-House Use


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