Setting up print templates

Template Information #

Print Templates

are used to configure various receipts and printable data in Evergreen.  They are created using a combination of HTML, CSS, and Angular expressions, and are assigned to printing contexts.  Print contexts allow you to use Hatch

A program that can be installed to extend printing functionality with Evergreen. Requires two installation processes: a desktop application and then the browser extension. Only available in Google Chrome and Mozilla Firefox.

to preset the printer to which a selected template will be sent.  As an example, the Checkout receipt template might be set to the Receipt context so that it always prints on your chosen receipt printer.

HTML tags and CSS styling allow for a great deal of local customization in the presentation.  There are hundreds of instructional websites and books out there to help you get to know HTML and CSS.  If you’d like slightly more structured instruction, you might try the curriculum at:

• Codecademy
• Lynda (subscription provided by the ISL)
• W3Schools

Angular expressions provide the dynamic content in a receipt or printable report.  Angular use is changing rapidly in Evergreen, but there are many online support websites, including:

• Angular (the project)
• W3Schools

The Angular expressions are used to define what information from the database appears on a selected receipt.  Not all expressions are available on every receipt.  Most objects and fields specific to a given receipt type are listed in the leading comment section of the receipt template.  Expressions are built with fields out of objects.  Expressions are placed inside paired double curly brackets, e.g. {{Patron

.first_given_name}}, {{checkout.title}}, {{dest_location.shortname}}.  Use periods to join them and pull out specific data, i.e. {{Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

.money_summary.balance_owed}} looks at the value stored for the balance_owed from the money_summary portion of the Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

object.  Building an expression can take a bit of time, so please contact the HelpDesk for assistance if you’re having trouble with your expressions.

For general use in the Print Template Editor, you really only need to know how to enter an expression and how to style it.  Angular styling is completed by adding a pipe ( | ) to the end of the expression and adding a filter to transform the base entry.  Examples of some of the transform filters used in templates  include:

• currency: adds currency notation to a number
  • {{payment_total | currency}}   ==  $12.99
• date: present a date in a specified format.
  • {{checkout.circ.due_date | date:’mediumDate’}} == Apr 15, 2018
  • {{Hold

    A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

    .shelf_expire_time |  date:’MM/dd’}} == 04/15
• limitTo: creates a substring
  • {{Patron
    Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
    .family_name | limitTo:3}} == Jon  [First 3 letters of Patron
    Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
    last name]
  • {{Patron
    Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
    .card.barcode | limitTo:-3}} == 345 [Last 3 digits of Patron
    Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
    barcode]
• uppercase: makes all characters in a string  upper case.

{{Patron

.family_name | limitTo:3 | uppercase}} == JON  [First 3 letters of Patron

Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

last name in all capital letters]

Print Templates

Templates that Evergreen uses to print various receipts and tables.

(Original) #

Administration > Workstation > Print Templates

Editing templates #

To edit templates, select the desired template from the Template Name dropdown and enter your edits into the Template box on the right.

Be sure to click Save Locally after each template edit in order to save any changes made!

Restoring a template #

You can always restore a print template to the consortium default by clicking on Reset to Default and then Save Locally.  This can be especially useful if you’ve made a lot of edits to a template, but are not happy with the results.

Sharing templates #

The entire set of Print Templates

may be exported and shared on other workstations.  You cannot pick and choose individual templates for export.  Simply click on Export Customized Templates, save the file to an accessible location.  

Then open up that location and click on Import on the new workstation.

For sharing single templates, it is simpler to copy and paste the text of the template from one workstation to another.  

Be sure to Save Locally after pasting the replacement template into a new workstation.

Available Customized Print Templates

Templates that Evergreen uses to print various receipts and tables.

#

We are working on collecting a variety of template options for you to implement at your libraries.  A limited number are available now.  Please choose the template name below to see what options have already been made available.  If you have templates you wish to share, please email them to the Coordinator.

Available Customized Print Templates

Templates that Evergreen uses to print various receipts and tables.

#

• Bills, Current
• Bills, Historical
• Bills, Payment
• Checkin
• Checkout
• Hold Shelf Slip
• Hold Transit Slip
• Holds for Bib Record
• Holds for Patron
  Cardholder with an Evergreen Indiana account. See also: user, customer, etc.

• Holds Pull List
• Hold

  A request placed by staff or patrons for materials to be picked up at a selected location (see Pickup Library).

  Shelf List
• In-House Use List
• Item Status
  Item Status allow syou to see the status of an item without having to go to the actual bibliographic record.

• Items Out
• Patron
  Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
  Address
• Patron
  Cardholder with an Evergreen Indiana account. See also: user, customer, etc.
  Note
• Renew
• Transit

  Material shipped between Evergreen Indiana libraries.

  List
• Transit

  Material shipped between Evergreen Indiana libraries.

  Slip
• Offline Checkout
• Offline Renew
• Offline Checkin
• Offline In-House Use

Additional Receipt Template Customization Tips #

Some receipt template customization tips and code snippets have been gathered from the Evergreen ILS User community and are available here.

Holds Pull List Template (Angular) #

Administration > Local Administration > Print Templates

Interfaces that have been updated to the Angular language will no longer use the Print Templates

set within Workstation Administration. If a library chooses not to create or clone a template at their system or branch level, the print function for these templates will default to those owned at the consortium level.

Angularized Print Templates

cannot be managed at the workstation level and require localadmin permissions to clone and edit.

In order for the template to print based on your customizations, Hatch

is required to be installed in the browser that will print the templates.

NOTE: As of this writing (12/19/2022), only the Address Label, Booking capture slip, Hold

Pull List, and Holds for Bib Record templates are available in the new angular Print Templates

Templates that Evergreen uses to print various receipts and tables.

interface. All others continue to use Print Templates

Templates that Evergreen uses to print various receipts and tables.

from Workstation Administration.

Access #

To access the angularized Print Templates

, navigate to the Administration menu, and select Local Administration, then Print Templates

Templates that Evergreen uses to print various receipts and tables.

.

Upon loading, your workstation’s location will appear by default in the Owner selector. Templates can be selected from the drop-down based on the owner or if the Ancestors/Descendants buttons are checkmarked. Locale is not necessary at this time. 

NOTE: If your library system or branch is visible in the Owner drop down, check-marking Ancestors should bring up all EG-IN owned templates.

Cloning Templates #

In order to add templates to your library system or branch, you must clone the consortium-level templates first.

Use the org-unit selector and select EG-IN from the drop-down. OR, with your library system or branch selected, check-mark Ancestors to show the consortium-level templates.

Once selected, clicking the Template drop down will reveal the consortium-level pre-made templates.

Select the template you wish to clone. The template and menu options will load below.

To clone the open template, click Clone Template.

Within the pop-up, select your library branch or system from the Owner drop down. Check-marking Active will activate the template. Any cloning or template changes will not take affect until the template is activated. This can be done at a later time by editing the template attributes.

If the template is inactive, (Inactive) will appear below the template options.

You do not need to click Save Template Changes to save a newly cloned template.

Editing a Template #

To edit templates, select the desired template from the Template dropbox and enter your edits into the Template box.

After changes have been made, click Save Template Changes.

NOTE: For saved edits to appear, you may need to log out and log back into the Evergreen web Client

.

Activating Templates #

When you are ready to activate your template, click Edit Template Attributes. Within the pop-up, checkmark the Active button and click Save.

NOTE: You may only have one active template type at each branch-level, or at the system level. Multiple templates of the same type cannot be utilized at a single branch (you cannot have two different Hold

Pull List templates active at a time).

Force Printer Context #

Force Printer Context will allow you to select a default printer (set up within Hatch

Printer Settings) where your templates will auto-print upon clicking the corresponding button (for example, Print Full List within the Holds Pull List module). More information about these settings can be found at Using

A program that can be installed to extend printing functionality with Evergreen. Requires two installation processes: a desktop application and then the browser extension. Only available in Google Chrome and Mozilla Firefox.

Hatch for Printer Management.

Delete Templates #

To delete a template owned by your library, select it from the Template drop down and click Delete Template. Confirm that you wish to delete the template by clicking Confirm.