Checkpoint Systems CSRO7500 RFID System User Manual Intelligent Library System ILS 2 0

Checkpoint Systems Inc RFID System Intelligent Library System ILS 2 0

users manual

Introduction TTaabbllee ooff CCoonntteennttss Chapter 1 Introduction ............................................................................. 1-1 1.1. Document Overview.......................................................................................................1-2 1.2. Intended Audience..........................................................................................................1-3 1.3. Related Documentation ..................................................................................................1-3 1.4. System Overview ...........................................................................................................1-3 1.5. Component Descriptions................................................................................................1-5 1.5.1. ILS Intelligent Sensor .............................................................................................1-5 1.5.2. Staff Station Reader ................................................................................................1-5 1.5.3. Patron Self-Checkout Station..................................................................................1-5 1.5.4. Patron ID Card ........................................................................................................1-6 1.5.5. Handheld Portable Reader.......................................................................................1-6 1.5.6. Application Server ..................................................................................................1-6 1.5.7. Intelligent Circulation Circuit .................................................................................1-7 1.5.8. Circulation Circuit Programming Station ...............................................................1-7 Chapter 2 Patron Self-Checkout Station .................................................. 2-1 2.1. Welcome Screens ...........................................................................................................2-1 2.2. Patron Identification Screen...........................................................................................2-3 2.3. Patron Identification Failure Screen...............................................................................2-4 2.4. Item Identification Screen - Begin .................................................................................2-4 2.5. Item Identification Screen - Item List ............................................................................2-5 2.6. Item Identification Screen - Scroll .................................................................................2-6 2.7. Item Identification Screen - Failed.................................................................................2-7 2.8. Item Identification Screen - Failed - Scroll....................................................................2-8 2.9. End Session Screen ........................................................................................................2-9 Chapter 3 Handheld Portable Reader....................................................... 3-1 3.1. Overview ........................................................................................................................3-1 3.2. Powering Up the Handheld Portable Reader..................................................................3-2 3.3. Powering Up and Charging the PPT 2700/2800 ............................................................3-2 3.3.1. Powering Up ...........................................................................................................3-2 3.3.2. Charging the Device................................................................................................3-2 3.3.3. Charging the Spare Battery.....................................................................................3-3 3.3.4. Using the PPT 2700/2800 .......................................................................................3-4 3.3.5. Check on the Status of the Batteries........................................................................3-4 3.4. Collecting Inventory Data and Scanning Library Materials...........................................3-5 3.5. Transferring the Inventory Data Collected.....................................................................3-8 3.6. Searching the Inventory..................................................................................................3-9 3.6.1. Preparing a Search List File....................................................................................3-9 3.6.2. Search Mode Screen..............................................................................................3-10 3.7. Shelf Order Search .......................................................................................................3-12 3.7.1. Selecting a Shelf Order Search File ......................................................................3-13 3.7.2. Shelf Order Search Screen ....................................................................................3-13 3.7.3. Shelf Order Alert...................................................................................................3-15 3.7.4. Shelf Order Results ...............................................................................................3-16 3.8. Wireless Operations .....................................................................................................3-18 3.9. Hints on Using the PPT 2700/2800..............................................................................3-20 Page ii Intelligent Library System (ILS) 2.0 User Manual
Introduction Chapter 4 Application Server................................................................... 4-1 4.1. The Application Server Control Screen .........................................................................4-1 4.2. System Status .................................................................................................................4-2 4.3. Task Scheduler ...............................................................................................................4-4 4.4. Inventory Download Operations ....................................................................................4-6 4.5. Reports ...........................................................................................................................4-7 4.5.1. Checkout Discrepancy Reporting (off-line processing)..........................................4-7 4.5.2. Patron Discrepancy Reporting (off-line processing).............................................4-10 4.5.3. Generic Report Generation ...................................................................................4-14 4.5.4. Exit Alarm Reporting............................................................................................4-18 4.5.5. Check In Exception Reporting..............................................................................4-22 4.6. Maintenance .................................................................................................................4-25 4.6.1. Purge .....................................................................................................................4-25 4.6.2. Checkout Cache Synchronize ...............................................................................4-26 4.7. Miscellaneous...............................................................................................................4-27 4.7.1. Shutdown Button...................................................................................................4-27 4.7.2. Help About............................................................................................................4-27 4.7.3. System Info Button ...............................................................................................4-28 4.7.4. Offline Transactions Synchronize.........................................................................4-28 4.7.5. Shutdown Checkout Stations ................................................................................4-29 4.8. Installing a Printer ........................................................................................................4-29 Chapter 5 Tagging Procedures................................................................. 5-1 5.1. Tagging Book Materials.................................................................................................5-1 5.2. Tagging Video Materials................................................................................................5-1 5.3. Tagging CD Materials with a Preprogrammed Circulation Circuit ...............................5-2 5.4. Tagging CD Materials with Circulation Circuit Programmed On-Site..........................5-3 5.5. Tagging Audio Materials................................................................................................5-3 5.6. Tagging Kit Materials ....................................................................................................5-4 Chapter 6 Troubleshooting Guide............................................................ 6-1 6.1. Patron Self-Checkout Station .........................................................................................6-1 6.2. Application Server..........................................................................................................6-3 6.3. Exit Interrogator .............................................................................................................6-5 6.4. Tag Pad...........................................................................................................................6-6 6.5. Recovery Procedures......................................................................................................6-6 6.6. System Connection Diagram..........................................................................................6-8 6.7. Contacts..........................................................................................................................6-8 Chapter 7 System Maintenance Guide..................................................... 7-1 7.1. Transaction Database Backup ........................................................................................7-1 7.2. Application Server Tape Backup and Restore................................................................7-1 7.3. Patron Self-Checkout Station Printer Paper Reloading..................................................7-3 7.4. Safety Warnings .............................................................................................................7-6 7.5. Specifications .................................................................................................................7-7 Intelligent Library System (ILS) 2.0 User Manual Page iii
Introduction TTaabbllee ooff FFiigguurreess Figure 1-1: Sample Intelligent Library System Components .......................................................1-1 Figure 2-1: ILS Multiple Language Welcome Screen..................................................................2-1 Figure 2-2: ILS Single Language Welcome Screen......................................................................2-2 Figure 2-3: Patron Identification Screen.......................................................................................2-3 Figure 2-4: Patron Identification Failure Screen...........................................................................2-4 Figure 2-5: Item Identification Screen - Begin.............................................................................2-4 Figure 2-6: Items Identification Screen - Item List.......................................................................2-5 Figure 2-7: Items Identification Screen - Scroll............................................................................2-6 Figure 2-8: Item Identification Screen - Failure ...........................................................................2-7 Figure 2-9: Item Identification Screen - Failed - Scroll................................................................2-8 Figure 2-10: End Session Screen ..................................................................................................2-9 Figure 3-1: Handheld Portable Reader..........................................................................................3-1 Figure 3-2: Powering Up the PPT 2700/2800...............................................................................3-2 Figure 3-3: Charging the PPT 2700/2800.....................................................................................3-3 Figure 3-4: Docking the PPT 2700/2800......................................................................................3-3 Figure 3-5: Charging the Spare Battery........................................................................................3-4 Figure 3-6: Settings Panel.............................................................................................................3-5 Figure 3-7: Battery Status.............................................................................................................3-5 Figure 3-8: Connecting Cable to PPT 2700/2800.........................................................................3-6 Figure 3-9: Turning PPT 2700/2800 On.......................................................................................3-6 Figure 3-10: ILS Inventory Main Screen......................................................................................3-6 Figure 3-11: Inventory Collection ................................................................................................3-7 Figure 3-12: Inventory Collection In Progress .............................................................................3-8 Figure 3-13: Handheld Portable Reader Operations.....................................................................3-9 Figure 3-14: Select the Search List File Screen..........................................................................3-10 Figure 3-15: Item Search Screen.................................................................................................3-11 Figure 3-16: Item Found Alert....................................................................................................3-12 Figure 3-17: Select the Shelf Order File.....................................................................................3-13 Figure 3-18: Shelf Order Search Screen .....................................................................................3-14 Figure 3-19: Shelf Order Alert – Not in List ..............................................................................3-15 Figure 3-20: Shelf Order Alert – Out of Range ..........................................................................3-16 Figure 3-21: Shelf Order Results Screen ....................................................................................3-17 Figure 3-22: Shelf Order View List Screen ................................................................................3-18 Figure 3-23: Wireless PPT 2700/2800 ILS Inventory Main Screen...........................................3-19 Figure 3-24: Wireless File Transfer Screen ................................................................................3-20 Figure 3-25: Running Programs..................................................................................................3-21 Figure 4-1: Application Server Control Screen ............................................................................4-1 Figure 4-2: System Status Button .................................................................................................4-2 Figure 4-3: System Status Selection .............................................................................................4-2 Figure 4-4: System Status Screen .................................................................................................4-3 Figure 4-5: Task Scheduler Navigation ........................................................................................4-4 Figure 4-6: Task Scheduler Menu.................................................................................................4-4 Figure 4-7: Task Scheduler (Modify) ...........................................................................................4-5 Figure 4-8: Task Scheduler (View Only)......................................................................................4-5 Figure 4-9: Handheld Portable Reader Operations Screen - Automatic Transfer.........................4-6 Figure 4-10: Checkout Discrepancy Report Button......................................................................4-7 Figure 4-11: Checkout Discrepancy Report Menu .......................................................................4-7 Figure 4-12: Checkout Discrepancy List Screen ..........................................................................4-8 Page iv Intelligent Library System (ILS) 2.0 User Manual
Introduction Figure 4-13: Calendar ...................................................................................................................4-9 Figure 4-14: Sample Checkout Discrepancy Report...................................................................4-10 Figure 4-15: Patron Discrepancy Report Button.........................................................................4-11 Figure 4-16: Patron Discrepancy Report Menu..........................................................................4-11 Figure 4-17: Patron Status Discrepancy List Screen ..................................................................4-11 Figure 4-18: Calendar .................................................................................................................4-12 Figure 4-19: Sample Patron Discrepancy Report .......................................................................4-13 Figure 4-20: Generic Report Menu.............................................................................................4-14 Figure 4-21: Generic Report Screen ...........................................................................................4-15 Figure 4-22: Calendar .................................................................................................................4-16 Figure 4-23: Sample Generic Report..........................................................................................4-17 Figure 4-24: Exit Alarm Report Button......................................................................................4-19 Figure 4-25: Exit Alarm Report Menu........................................................................................4-19 Figure 4-26: Exit Alarm Report Screen......................................................................................4-19 Figure 4-27: Calendar .................................................................................................................4-20 Figure 4-28: Sample Exit Alarm Report.....................................................................................4-21 Figure 4-29: Check In Exception Report Menu..........................................................................4-22 Figure 4-30: Check In Report Screen .........................................................................................4-22 Figure 4-31: Calendar .................................................................................................................4-23 Figure 4-32: Sample Check In Report ........................................................................................4-24 Figure 4-33: Purge Navigation....................................................................................................4-26 Figure 4-34: End Purge...............................................................................................................4-26 Figure 4-35: Synchronize Navigation.........................................................................................4-27 Figure 4-36: Shutdown Button....................................................................................................4-27 Figure 4-37: Help About Navigation..........................................................................................4-28 Figure 4-38: Help About Screen.................................................................................................4-28 Figure 4-39: Transaction Coordinator Offline Synchronization Navigation ..............................4-29 Figure 4-40: Shutdown Patron Self-Checkout Stations..............................................................4-29 Figure 5-1: Tagging Book Materials.............................................................................................5-1 Figure 5-2: Tagging Video Materials ...........................................................................................5-2 Figure 5-3: Tagging CD Materials with Preprogrammed Circulation Circuit..............................5-2 Figure 5-4: Tagging CD Materials with Preprogrammed Circulation Circuit..............................5-3 Figure 5-5: Tagging Audio Materials ...........................................................................................5-4 Figure 5-6: Tagging Kit Materials................................................................................................5-5 Figure 6-1: System Connection Diagram......................................................................................6-8 Figure 7-1: Patron Self-Checkout Station Printer Paper Reloading – Roll Release .....................7-3 Figure 7-2: Patron Self-Checkout Station Printer Paper Reloading – Roll Installation................7-3 Figure 7-3: Patron Self-Checkout Station Printer Paper Reloading – Cutter’s Guide..................7-4 Figure 7-4: Patron Self-Checkout Station Printer Paper Reloading – Crosshatches.....................7-4 Figure 7-5: Patron Self-Checkout Station Printer Paper Reloading – Winding Roll....................7-5 Figure 7-6: Patron Self-Checkout Station Printer Paper Reloading – Resume Button.................7-5 Intelligent Library System (ILS) 2.0 User Manual Page v
Introduction NOTES Page vi Intelligent Library System (ILS) 2.0 User Manual
Introduction Chapter 1 Introduction The Intelligent Library System (ILS) is a product designed to help libraries protect collections, streamline operations, and improve patron service. Through ILS, libraries can reduce losses, enhance staff productivity, increase circulation, and improve patron satisfaction. The ILS operates in conjunction with the library’s Automated Circulation System (ACS). ILS consists of the following standard and optional components: Circulation Circuit (inventory tag), Patron Identification Card, Intelligent Sensor, Patron Self-Checkout Station, Staff Station Reader, Application Server, Handheld Portable Reader, and optional Circulation Circuit Programming Station. Figure 1-1 shows an example of the ILS components and connections in a typical ILS setup. Note: Your specific ILS configuration may not include one or more of the components shown. Figure 1-1: Sample Intelligent Library System Components he ILS components communicate with each other through physical connections using variousT PIs). The Patron Self-Checkout Station, l incorporate a di r stem (interrogator) designed to detect and read Intelligent Circulation Circuits (tags on library materials). Communications occur by detecting and interrog telligent Circulation Circuit for its unique item specific infoprotocols and application programming interfaces (Antelligent Sensor, Staff Station Reader, and Handheld Portable Reader devices alIra o-f equency (RF) antenna and transceiver syating an IC chip embedded in the Inrmation. Intelligent Library System (ILS) 2.0 User Manual Page 1-1
Introduction 1.1. Document Overview This manua l overview of the ILS technology and illustrates the use and operation of This manual has been designed specifically for the patron, librarian, and administrator. It contains ll the information necessary to take full advantage of the system capabilities. Whether you are a stud t member, the Intelligent Library System will enhance your library experience. rent ease of use and efficiency allow patrons and staff more time to focus on oth This manual is organized in chapters, with each chapter describing a system peripheral, such as e Patron Self-Checkout Station. Each peripheral is designed with a specific system role in mind. he er. Read the sections that apply to your role for ILS system operation. he g ole is listed below. tation  Application Server  Introduction  Handheld Portable Reader  Application Server • tion the Intelligent Library System User l provides a genera each component. aen or a library staffThe system's inheer activities. thFor example, patrons typically use the Patron Self-Checkout Station, while Library staff use tHandheld Portable Read T su gested reading for each r• Patron  Introduction  Patron Self-Checkout S• Library Administrator  Introduction  Patron Self-Checkout Station  Handheld Portable Reader • Library Staff  Patron Self-Checkout Station This manual is divided into the following chapters that cover system peripherals andimportant ILS tasks. Chapter 1 Introduction • Chapter 2 Patron Self-Checkout Sta• Chapter 3 Handheld Portable Reader • Chapter 4 Application Server • Chapter 5 Tagging Procedures • Chapter 6 Troubleshooting Guide • Chapter 7 System Maintenance Guide The following usage conventions are used throughoutManual. Page 1-2 Intelligent Library System (ILS) 2.0 User Manual
Introduction Button Name - This describes a button or selection on the screen. For example, the <DONE> utton is represented in this document as Done. Key a ibes a keystroke on a keyboard. For example Ctrl represents the control key ron Self-Checkout Station, Application Server, or a you may perform. Under each picture is a short ructions his document is intended for library patrons, staff, and administrators as well as Checkpoint stem operates together with the library’s existing Automated irculation System (ACS). ILS includes the following components: Circulation Circuit nterface rs or tor and change the operation ode (check-in or check-out) of the Staff Station Readers. A library that is using the Bridge he Off-line Processing feature allows libraries to configure the Application Server and Patron s urned b N me - This descr. A sample screen illustration from the Patpicture of a device represents each activity description of the activities to be performed. After each description are step-by-step inston how to use the system to perform that activity. 1.2. Intended Audience TSystems field service staff. The library staff includes librarians, staff, and temporary staff. The Field Service staff is comprised of the Checkpoint installers and the technical support personnel.These audiences need to understand the basic functions, operations, and procedures related to the ILS. 1.3. Related Documentation The following documents provide additional ILS and related information. • Upgrade Procedures • Release Notes • Circulation Circuit Programming Station User Manual 1.4. System Overview The Intelligent Library SyC(inventory tag), Patron Identification Card, Intelligent Sensor, Patron Self-Checkout Station, Staff Station Reader, Application Server, Handheld Portable Reader, and optional Circulation Circuit Programming Station as shown in Figure 1-1 on page 1-1. It is possible for ILS to operate without an ACS interconnection using the ILS Bridge Ifeature. The Bridge Interface feature allows libraries with non-supported circulation vendono circulation systems to use the security and Staff Station Reader functionality of the ILS. With the Bridge Interface, the user of the ILS Control program can monimInterface can use a staff-station reader for checkout, but cannot use a Patron Self-Checkout Station. TSelf-Checkouts to continue to operate while offline with the library’s circulation system. While the circulation system is offline, the Application Server records significant events. These eventare reported to the circulation server when synchronization occurs. At the time of synchronization, the Due Date is sent to the circulation server. When off-line processing is ton, the word ON appears next to Off-Line Processing. The feature is turned on or off by Intelligent Library System (ILS) 2.0 User Manual Page 1-3
Introduction Checkpoint field service personnel by setting a table parameter on the Application Server. If using the Bridge Interface (described earlier), off-line processing should never be turned on at the ame application server. s irectional communications and program portability. terrogated RFID Tag data is taken and compared to the library circulation database, in order to s es, and cassettes are tagged ith a permanent RFID Circulation Circuit (inventory tag). This tag contains information that s s a ges on to checkout items from the ACS. If privileges are granted then a checkout request to e ACS is generated for each item. m or checking out library materials. A Patron ID Card not necessary when the Staff Station Reader is used. The pad can only interrogate tags and e entory is taken by walking by library tagged ems. The item Identifiers on the tagged items are read and stored in a portable data terminal. ss , ulation h e uploaded to the data terminal and when a scanned ID s The Intelligent Library, Patron Self-Checkout Station, Intelligent Sensor, Staff Station Reader, and Handheld Portable Reader all have a Radio Frequency (RF) antenna and transceiver system (interrogator) designed to detect and read the Intelligent Circulation Circuits. Communicationoccur by detecting and interrogating an IC chip embedded in the Intelligent Circulation Circuit (tag) for unique item specific information. Each interrogator includes an Applications Programming Interface (API) for bi-dInquickly and automatically identify the checkout status of an item. The Application Server component is the communications gateway between the ILS subsystemand the library Automated Circulation System (ACS) so that the check-in, self-checkout, inventory management, and security activities can all be accomplished. All library materials including books, CD/DVD materials, videotapwuniquely identifies the item within the library circulation database. Patron cards identify patronwhen the card is scanned at the RFID Patron Self-Checkout Station. The card stores coded information unique to the individual patron that will identify the user to the library circulation system. The patron can then be validated as eligible or ineligible to use the library checkout privilege. When the patron is checking out materials, the patron and checked out item information is stored in both the ACS and ILS databases. This duplication of records allows ILS to operate in an off-line mode, as well as on-line. If the patron is checking-in library materials, then the ILS makecheck-in request to the ACS, which updates its database and reports the result back the ILS. When materials are checked from a self-checkout station the ILS will request to grant privileto the patrth The library staff typically uses a Staff Station Reader in situations where a patron needs help froa librarian or when a librarian is checking inisfunctions the same as current bar code scanners used in library circulation systems do. ThCirculation Staff Reader can also be integrated into a book return slot. When library materials are placed in the book return, the tags on the items are read and sent to the ACS. The ACS then updates its database and passes back transaction status to the ILS. Library inventories can be taken by using the Handheld Portable Reader. The unit is a batterypowered hand-held device that interrogates RFID Circulation Circuits when the unit detectionhead is within a ten-inch radius of tagged items. InvitThe stored information can be downloaded real-time to the Application Server using the wireledata-terminal option or downloaded after the inventory is completed as a batch file using the standard data terminal. The inventory data is then communicated to the library circulation systemwhich can compare the information from the portable reader to item information in the circdatabase. The Handheld Portable Reader can also search for specified items using its searcfunction. Single or multiple item IDs can b Page 1-4 Intelligent Library System (ILS) 2.0 User Manual
Introduction matches one in the list the user receives an audible aleterminal. rt and the ID is displayed on the data materials leaving ged items have a checked (authorized/no alarm) or ith Patron erver. The Patron Self-Checkout Station can be configured to support multiple languages. With multiple languages, a language selection screen is presented to the patron to saction. o ir d the status of RFID tagged items that have been processed by the assistance of the library staff. The Patron Self-Checkout Station can be The ILS Intelligent Sensor protects Exit/Entry aisles against unchecked librarythe secured area by determining whether tagunchecked (non-authorized/alarm) events. Patron Self-Checkout Stations combine patron card readers, a RFID Circulation Circuit interrogator, touch screen monitor, and printer in one compact unit. This provides the patron wlibrary transaction capability without any librarian assistance. A patron can scan the RFID Card and library materials, identifying the patron and linking the library materials to the individual through a communications session with the Library Circulation System via the Application Sselect a language for the self-checkout tran The optional Circulation Circuit Programming Station allows libraries to read and create their own RFID Circulation Circuit tags and print barcode labels. This can also be used to convert library materials with barcodes to RFID tags programmed with the barcode value. A tag format file (created by Checkpoint field service staff using the Tag Designer software) is used to program the tags in a compatible format. Tags are programmed by passing them over the Circulation Circuit Programming Station. 1.5. Component Descriptions The following sections describe in detail each of the ILS system components. 1.5.1. ILS Intelligent Sensor The ILS Intelligent Sensor provides security at library exits and corrals. It generates a magneticfield that activates a tag and can receive the tag information from a distance up to 24 inches. Twintelligent sensors are used to form a secure aisle with up to 48 inches of tag detection range. Additionally the interrogator can communicate with the library circulation system via the Application Server in real-time, determining whether an item or items being interrogated have been checked out. Enunciators are alarmed if items in the interrogation field are not properly checked out. 1.5.2. Staff Station Reader The Staff Station Reader is an interface for library personnel. The pad reads RFID Circulation Circuits (tags) when a book is placed on the pad at up to 12 inches from the pad in the vertical direction. The pad communicates through data links directly with both the library circulation system and the ILS. This provides the library with a means to perform typical functions with thesystem and RFID tagged items. It also allows the ILS system to request information from the circulation database in order to finthe library circulation database. 1.5.3. Patron Self-Checkout Station The Patron Self-Checkout Station provides a library patron the ability to checkout library materials without Intelligent Library System (ILS) 2.0 User Manual Page 1-5
Introduction configured to support multiple languages. With mupresented to the patron to select a language for the sltiple languages, a language selection screen is elf-checkout transaction. Additionally the ). d. through he Library Circulation Patron Self-Checkout Station, which notifies the r the patron scans all the items to be checked out, the s o provide inventory management nctions by passing the tag reader near RFID tagged items located in the library. The device eld, information read by the wand. The data stored in the terminal can be downloaded to the y has been taken with ncile library inventory. The wand can gateway between the irculation system are updated hen the ILS system is back in the on-line configuration. system may report patron or item messages if there is a problem conducting the checkout transaction. A typical scenario for a patron to check out a book would be as follows. A patron comes to the Patron Self-Checkout Station and selects a language (if using multiple languagesThen the patron identifies him or herself to the system with a patron ID card. The system then confirms the patron’s eligibility to conduct a transaction through validation of the patron ID carNext the patron is led through the transaction process by communication with the systema touch screen monitor. The patron can checkout items by passing them one at a time over a short-range interrogator that is located in the Patron Self-Checkout Station. The short-range interrogator generates a magnetic field, which activates and interrogates the tagged item. The interrogated item ID is passed to the Application Server. The application server determines the item status and actions that can be taken via communications with tSystem. Then the Application Server updates the patron about their transaction status. Aftepatron then touches Done, and receives a receipt for the transaction listing all materials checked out and the respective due dates. 1.5.4. Patron ID Card The Patron ID Card provides the system with a method to identify the patron to determine whether he or she is clear to check out items. It also provides the ability to associate tagged itemwith the patron. 1.5.5. Handheld Portable Reader The Handheld Portable Reader is a hand held device used tfuconsists of a hand-held, rechargeable battery operated reader that generates a magnetic fiwhich is used to read RFID tagged items. The wand is attached through cabling to a data terminal, which can be carried in one hand or strapped onto the wrist. The data terminal stores Application Server in real-time with the wireless option or after an inventorthe standard data terminal. This data can be used to recoalso be used for item searches and shelf order checking. Item information can also be uploaded to the data terminal. When an item ID is scanned with the reader that matches an ID contained in the data terminal, an audible alert is triggered and the ID is displayed. 1.5.6. Application Server The Application Server’s primary functions are to be the communicationsperipheral Intelligent Library subsystems and the Library Automated Circulation System, and to identify and configure all peripheral Intelligent Library sub-systems and to track and direct all ILS transactions. The Application Server can operate in an on-line or off-line mode with the Library Circulation System. In the off-line mode, the server can track whether an item is being checked-out, checked-in, and determine whether tagged items going through secured areas are authorized. If unauthorized-tagged items are detected by the system, the server will signal the Intelligent Sensor to alarm. Any transactions that occur independent of the library cw Page 1-6 Intelligent Library System (ILS) 2.0 User Manual
Introduction The Application Server interfaces to the library circulation system and other subsystem components using the 3M protocol (SIP2) over an Ethernet Network Interface Card (NIC). The Ethernet NIC uses the TCP/IP protocol and session. The physical cable is 10BaseT. 1.5.7. Intelligent Circulation Circuit The Intelligent Circulation Circuit provides a method of assigning 96 one time programmable bits of information to an item that can be read at a single radio frequency, 13.56 MHz, up to a distance of 4 feet. The tag allows for the reading of multiple tags through an anti-collision algorithm and error detection and correction. The tag also allows for adjacent tags to be read in the interrogation field by de-coupling the tag from another in a manner that does not stop its operation. 1.5.8. Circulation Circuit Programming Station Libraries use the optional Circulation Circuit Programming Station to program circulation circuits with the item identifier from the barcode when converting the retrospective library collection. Circuits are also programmed when new materials are added to the collection. This reduces the time it takes to convert a library collection from barcode to RFIG circulation circuits. The Circulation Circuit Programming Station enables the library to easily link new materials into the ILS instead of waiting several weeks for pre-programmed tags. In addition, the Circulation Circuit Programming Station is integrated into a portable workstation that allows the library staff to program circulation circuits while moving around the library. When adding a new item to the collection and programming the circulation circuit, the library can also print a barcode label. In many cases, libraries will continue to support the use of barcodes in addition to the RFID inventory circulation circuits, mainly for compatibility with other branch libraries still using barcodes. Using the Circulation Circuit Programming Station software application, libraries program the circulation circuits by passing them over the tag programming surface. After programming the circulation circuit, the application automatically reads, verifies, and displays the data that was written to the circulation circuit. Refer to Chapter 5 Tagging Procedures for instructions on how to affix tags to library materials. Intelligent Library System (ILS) 2.0 User Manual Page 1-7
Introduction Page 1-8 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station Chapter 2 Patron Self-Checkout Station The Patron Self-Checkout Station is used by library patrons to check out library materials without the assistance of library staff. The Patron Self-Checkout Station is the main device used by the general public. It is designed to deliver ease of use and foolproof operations. By using an interactive graphical user interface (GUI), touch screen, and hands-free operations, the Patron Self-Checkout Station guides patrons smoothly through the checkout process. As the touch screens display on the monitor, step-by-step instructions help the library patron checkout materials properly. The process is quick, efficient and delivers a printed receipt listing the checked out materials and their due dates. Behind the scenes, the Patron Self-Checkout Station is delivering data to the library automated circulation system, which processes the information and updates the library records. The data communicated includes information such as item identification and inventory data related to the library materials being checked out. The processing takes place almost instantaneously, allowing a speedy and thorough checkout. Note: The sample screens shown in this chapter may be slightly different than the screens shown on your library’s self-checkout station. Your library may have a different self-checkout station model or different operating environment. 2.1. Welcome Screens If the Patron Self-Checkout Station is configured to use multiple languages, the first screen shown is the ILS Multiple Language Welcome Screen (Figure 2-1). Figure 2-1: ILS Multiple Language Welcome Screen Intelligent Library System (ILS) 2.0 User Manual Page 2-1
Patron Self-Checkout Station If the Patron Self-Checkout Station is configured to use a single language, the first screen shown is the ILS Single Language Welcome Screen (Figure 2-2). Figure 2-2: ILS Single Language Welcome Screen e you touch the screen to begin or select a language for the self-cOnc heckout, you will continue through the checkout process using screens in the selected language (if multiple languages are used). After you touch the Welcome screen or select a language, you are then presented with the Patron Identification Screen (Figure 2-3). Some libraries support multiple institutions. If there are multiple institutions, you will be presented with a Multiple Institution Selection Screen in which you need to select the correct institution. 1) Touch the screen or select a language to begin the checkout process. 2) Remove your finger from the touch screen. After you have removed your finger, the image will change to the Patron Identification Screen or Institution Selection Screen depending on your libraries needs. Note: If the library supports more than one institution, you may be presented with the Multiple Institution Selection Screen in which you will need to select the correct institution. Otherwise, proceed to the Patron Identification Screen section. Page 2-2 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station 2.2. Patron Identification Screen Figure 2-3: Patron Identification Screen You should have your patron ID card ready and follow the instructions shown on the screen. This is illustrated in Figure 2-3: Patron Identification Screen. Watching the right side of the screen, you are given visual instructions on how to present your patron ID card for authorization. Your ID card may be different than the type of ID illustrated in Figure 2-3: Patron Identification Screen. If so, simply follow the visual instructions given on the Patron Identification Screen specific to your institution. If you have been authorized to checkout items, the Item Entry Screen is displayed. If you have not been authorized, you will see the Patron Identification Failure Screen illustrated in Figure 2-4: Patron Identification Failure Screen. Intelligent Library System (ILS) 2.0 User Manual Page 2-3
Patron Self-Checkout Station 2.3. Patron Identification Failure Screen Figure 2-4: Patron Identification Failure Screen If there are ever any questions concerning your authorization, go directly to the librarian desk for assistance. After a short time period the Welcome Screen will be displayed again. At that time you may attempt to checkout items again. 2.4. Item Identification Screen - Begin Figure 2-5: Item Identification Screen - Begin Page 2-4 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station Now that you have been dvance and you see instructions on how to checkout each item. On the left side of the screen you see your name at the yed as shown in Figure 2-6: Items Identification Screen - Item List. e item entification pad. You do not need to slide it on the pad in order for the item to be identified. m you want to checkout. 2.5. Item Identification Screen - Item List authorized for checkout, the visuals on the screen atop and the heading Items Checked Out This Session. Once you have checked out items a list ofthose items is displa Take one of the items you wish to checkout and slowly pass it over the surface area of thidSimply move the item over the pad in a smooth fashion, just a couple of inches above the pad area. Repeat the above step for each ite Figure 2-6: Items Identification Screen - Item List As you pass the item over the pad, the system identifies each item and lists it on the left side of the screen. Note: Some institutions may provide additional information along with the item name. At anytime in the checkout process you may touch Done to complete your checkout session. The Done is on the right bottom of the screen. Press Done to end your session. Intelligent Library System (ILS) 2.0 User Manual Page 2-5
Patron Self-Checkout Station 2.6. Item Identification Screen - Scroll Figure 2-7: Items Identification Screen - Scroll If you have a several items to check out and the listing of those items fills the item area on the screen, you will see a scroll bar with arrows at the top and bottom. Use these buttons to move the list up or down to view all of the items you have checked out. If you have checked out more items than can display on the screen, the list will automatically scroll down to show the most recent items that were checked out. To see previously checked-out items that have already scrolled up off the screen, touch the Up Arrow button facing upward at the top of the scroll bar. To scroll back down to the most recent items checked out, press the Down Arrow button facing downward at the bottom of the scroll bar. Press Done to end your session. Page 2-6 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station 2.7. Item Identification Screen - Failed Figure 2-8: Item Identification Screen - Failure This screen displays if any item you presented for check out is not accepted. On the left side of the screen you will see a message telling you the system was unable to process the item you presented for checkout. The screen lists the Title (if available) of the item and identifies the reason for denied access. You can contact your librarian for assistance with items that where not successfully checked out. You may continue with the checkout of additional items by returning to the Item Identification Screen. Press Continue to continue your session. Intelligent Library System (ILS) 2.0 User Manual Page 2-7
Patron Self-Checkout Station 2.8. Item Identification Screen - Failed - Scroll Figure 2-9: Item Identification Screen - Failed - Scroll If there are numerous items that have been rejected so that all cannot be fully displayed on the left, a scroll bar will display to the right of the list. The Continue button now displays on the right side of the screen. Use the scroll buttons to view the list. Touch Up Arrow to scroll up the list. OR Touch Down Arrow to scroll down the list. Press Continue to continue your session. Page 2-8 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station 2.9. End Session Screen Figure 2-10: End Session Screen When you have finished checking out all your items and touched Done, the End Session Screen displays, instructing you to collect your printed receipt and showing you the total number of items you have checked out. Collect the printed receipt from the receipt dispenser. Your receipt will list the items you have checked out as well as the return due date for each item. Note: Some institutions may not provide a printed receipt. Intelligent Library System (ILS) 2.0 User Manual Page 2-9
Patron Self-Checkout Station IImmppoorrttaanntt IInnffoorrmmaattiioonn ttoo oouurr UUsseerrss iinn NNoorrtthh AAmmeerriiccaa FCC Regulatory Compliance Statement Checkpoint Systems, Inc., offers Radio Frequency Identification Products that have been FCC certified or verified to 47 CFR Part 15 Subparts B/C and/or 47 CFR Part 18. Appropriately, one of the following labels will apply to the approval: NOTE: This equipment has been tested and found to comply with the limits for a class A digital device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can radiate interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense. - OR - This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) including this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation, which may include intermittent decreases in detection and/or intermittent increases in alarm activity. - OR - NOTE: This equipment has been tested and found to comply with the limits for a miscellaneous type ISM device, pursuant to Part 18 of the FCC Rules. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. However, there is no guarantee that interference will not occur in a particular installation. If this equipment does cause harmful interference to radio communications reception, which can be determined by turning the equipment off and on, please contact Checkpoint Systems, Inc., at 1 (800) 257-5540 for further assistance. Equipment Safety Compliance Statement Checkpoint Systems Radio Frequency Identification products have been designed to be safe during normal use and, where applicable, certain components of the system or accessory sub-assemblies have been certified, listed or recognized in accordance with one or more of the following Safety standards: UL 1012, UL 1037, UL 1310, UL 60950-1, CSA C22.2 No. 205, CSA C22.2 No. 220, CSA C22.2 No. 223, CSA C22.2 No. 60950-1. Additional approvals may be pending. WARNING: Changes or modifications to Checkpoint’s Radio Frequency Identification (RFID) equipment not expressly approved by the party responsible for assuring compliance could void the user’s authority to operate the equipment in a safe or otherwise regulatory compliant manner. Page 2-10 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station IImmppoorrttaanntt IInnffoorrmmaattiioonn ttoo oouurr UUsseerrss iinn EEuurrooppee CE Compliance Statement Where applicable, Checkpoint Systems, Inc., offers certain Radio Frequency Identification (RFID) products that have CE Declarations of Conformity according to R&TTE Directive 99/5/EC. System Electromagnetic Compatibility (EMC), has been tested and notified through Spectrum Management Authorities using laboratories, whereby, conformity is declared by voluntarily accepted European Telecommunications Standards Institute (ETSI) standards EN 301489-3 and EN 300330-2. NOTE: Certain Radio Frequency Identification (RFID) equipment have been tested and found to conform with the CE emission and immunity requirement in Europe. This equipment generates, uses, and can radiate radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Under unusual circumstances, interference from external sources may degrade the system performance, which may include intermittent decreases in detection and/or intermittent increases in alarm activity. However, there is no guarantee that interference will not occur in a particular installation. If this equipment experiences frequent interference from external sources or does cause harmful interference to radio communications reception, which can be determined by turning the equipment off and on, please contact a Checkpoint Systems representative for further assistance. Equipment Safety Compliance Statement Checkpoint Systems Radio Frequency Identification products have been designed to be safe during normal use and, where applicable, certain components of the system or accessory sub-assemblies have been declared safe according to the European Low Voltage Directive (LVD) by being certified, listed, or recognized in accordance with one or more of the following European safety standards; EN 60950, EN 50364, EN 60742. Additional approvals may be pending. WARNING: Changes or modifications to Checkpoint’s Radio Frequency Identification equipment not expressly approved by the party responsible for assuring compliance could void the user’s authority to operate the equipment in a safe or otherwise regulatory compliant manner. Intelligent Library System (ILS) 2.0 User Manual Page 2-11
Patron Self-Checkout Station NOTES Page 2-12 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Chapter 3 Handheld Portable Reader 3.1. Overview The Intelligent Library System (ILS) Handheld Portable Reader is a key component in Checkpoint's family of ILS products. Consisting of a lightweight, handheld sensing unit, the Handheld Portable Reader combines convenience with versatility. An extendable handle makes it easy to read items placed in hard-to-reach areas, while the sophisticated antenna design and electronics make the Handheld Portable Reader the longest-range portable reader available. This feature is exceptional when checking inventory or trying to locate materials that haven’t been shelved properly. The ILS Handheld Portable Reader is designed with ease of use in mind. The handheld antenna contains three LED's: the green light indicates power on, the red light alerts the user that a Circulation Circuit is being read, and the yellow one indicates a low battery. The ILS Handheld Portable Reader enables a fast, efficient and accurate method for taking inventory of the library material. The Portable Data Terminal (PPT 2700/2800) enables data to be uploaded or downloaded from the Application Server, providing both inventory and search capability. Figure 3-1: Handheld Portable Reader Intelligent Library System (ILS) 2.0 User Manual Page 3-1
Handheld Portable Reader 3.2. Powering Up the Handheld Portable Reader Prior to using the Handheld Portable Reader for any significant inventory collection or inventory search session it is imperative that its battery is fully charged. Connect the battery to the battery charger and plug the adapter into an outlet to begin charging. The estimated charging time is 4-6 hours. When the battery is completely charged, connect the Handheld Portable Reader battery to the top of the Handheld Portable Reader. Once you have started using the Inventory Collection or the Search Inventory programs, the Handheld Portable Reader will be powered up. 3.3. Powering Up and Charging the PPT 2700/2800 3.3.1. Powering Up Press the power button on the lower left-hand side of the terminal to turn the PPT 2700/2800 on and off. Figure 3-2: Powering Up the PPT 2700/2800 Note: If you have not used the PPT 2700/2800 within the configured time, the device will go into Power Save mode. This means that the device will power down. To turn it on press the red power button. You will be returned to the last screen presented prior to shut off. 3.3.2. Charging the Device Before using your terminal for the first time, charge the battery. Also, when battery voltage is low, a warning message displays indicating the battery needs to be charged. You can charge the battery using the CRD 2800 cradle. Your terminal is equipped with a memory backup battery that automatically charges from the main lithium-ion battery. This backup battery retains data in memory when the terminal's battery is removed, and takes several hours to charge when you first use your terminal. Note: If you remove your lithium-ion battery before the backup battery is fully charged, data may be lost. For this reason DO NOT remove the battery within the first ten hours of use. Using the Cradle to Charge the Battery To charge the terminal's battery using the cradle: Connect the power supply to the power port on the back of the cradle, and the other end of the power supply to a wall outlet. Page 3-2 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Figure 3-3: Charging the PPT 2700/2800 Insert the PPT 2700/2800 terminal in the cradle. Figure 3-4: Docking the PPT 2700/2800 The Terminal Charge LED turns red to indicate ch ng, then green when the battery is fully charged. The terminal's battery is fully charged after approximately 2 1/2 hours. 3.3.3. Charging the Spare Battery -charging slot in the back of the nd towards the back of the cradle. Press the lly battery is fully charged after approximately 2 1/2 hours. argiTo charge a spare battery, insert the battery in the spare batterycradle, oriented so the contacts are facing down abattery down into the slot until firmly seated. The Spare Battery Charge LED turns red to indicate charging, then green when the battery is fucharged. The Intelligent Library System (ILS) 2.0 User Manual Page 3-3
Handheld Portable Reader Figure 3-5: Charging the Spare Battery 3.3.4. Using the PPT 2700/2800 In this section the word tap is used instead of click because the stylus supplied must be used to tap the touch screen. The stylus is stored in a silo on the back of the PPT 2700/2800. Please refer to the Symbol PPT 2700/2800 Series Quick Reference Guide for information regarding use of this device. 3.3.5. Check on the Status of the Batteries It may bfollowing p 1. Tap the Windows icon in the upper left hand corner of the screen. 2. Tap the Settings menu item. The Sett gs Panel (Figure 3-6) screen displays. 3. Tap the System tab at the bottom of the Settings Panel screen. ecome necessary to check the status of the PPT 2700/2800’s battery power. Use the rocedure to check the power status of the battery: in Page 3-4 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Figure 3-6: Settings Panel 4. Tap the Power icon on this screen. The Battery Status screen (Figure 3-7) displays. This screen shows you the power status of both the main and the backup batteries. A warning will display if either battery is low. Figure 3-7: Battery Status 3.4. Collecting Inventory Data and Scanning Library Materials Now that the Handheld Portable Reader has been initialized you are ready to start collecting inventory information. Connect the cable from the Handheld Portable Reader to the PPT 2700/2800. Intelligent Library System (ILS) 2.0 User Manual Page 3-5
Handheld Portable Reader Figure 3-8: Connecting Cable to PPT 2700/2800 Turn the PPT 2700/2800 on. To do this, press the red button in the lower-left hand corner of the device. Figure 3-9: Turning PPT 2700/2800 On Once you have started the PPT 2700/2800, you will be presented with the ILS Inventory Main Menu Screen (Figure 3-10). Figure 3-10: ILS Inventory Main Screen Note: If you are not presented with this screen, tap the start button in the upper-left hand corner of the screen. Tap on the ILS Inventory menu item provided in the start menu. This will launch the program needed to collect and search the inventory. Tap on the Inventory Collection button located in the center of the screen. Tap the Start button located in the bottom-left hand corner of the screen. If a previous inventory collection file was not transferred to the ILS Ser he file. Answering Yes will continue the previous inventory collection, and new items being appended to the file. If you answer No, you will be asked to confirm that you do not wish to keep the existing data. Tap OK append to the ver, you will be asked if you want to append to tif you are sure, and a new inventory file will be created. Tap Cancel and you will Page 3-6 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader file. If you wanted to transfer the previous file, you can immediately tap done to initiate a file transfer. Figure 3-11: Inventory Collection Begin to scan the tagged items. Hold the wand in your hand about three inches from the material you wish to scan. Notice that the red light on the wand is now blinking. This indicates that the wand is detecting tagged materials. The wand can detect circulation circuits up to a distance of 8 inches. Therefore it is important to keep the wand focused on the intended inventory items to avoid unwanted data from being collected. You will notice that once you have scanned a tag, the bar code number for that tag will display on the PPT 2700/2800 in the Most Recently Scanned Items field. The Items Read field will supply you with the total number of inventory tags read over time. The Available Memory field will supply you with the percentage of memory still available. Once you have comple ton. ted scanning all of the desired tags, tap the DONE but Intelligent Library System (ILS) 2.0 User Manual Page 3-7
Handheld Portable Reader Figure 3-12: Inventory Collection In Progress ted Once yowill dis ansfer the data collected. Tap OK to do so. Notpress C nter inventory collection mode. (Ba (Batch Transferring… screen will display on the PPT 2700/2800 while data is transferring to the lication Server will display the Handheld Portable Reader perations window. At this time the inventory you transferred is converted to a text file 3.5. Transferring the Inventory Data Collecu have completed scanning the tags, you are ready to transfer the data. A pop up screen play asking you if you want to tr e: If you wish to continue the inventory collection progress after you have pressed Done, ancel to prevent file transfer and ree tch Mode only) Unplug the cable from the bottom of the PPT 2700/2800. Mode only) Dock the PPT 2700/2800 into the cradle. AApplication Server. Once the transfer is completed, the AppOcontaining the list of barcodes. The file name and location will be displayed in the Transfer Status Display window. The file is now ready to be transferred to the circulation system. When the process is finished click the <Close> button. Page 3-8 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Figure 3- erations ory d on the pplication Server. arch List File An Item Search List file is identified by the.psl file extension. The file can be created from the results of other search operations, or may be transferred from the Application Server to the PPT 2700/2800. The file may be created by a report on the circulation system, or simply by using Notepad to enter barcodes. 13: Handheld Portable Reader OpThe PPT 2700/2800 will read Transfer Complete. Tap OK. This will return you to the ILS Inventory Main Screen. You may begin another inventory collection by selecting Start, or exit to the main screen by clicking OK found at the top-right of the screen. 3.6. Searching the InventTo begin searching the inventory, tap the <Item Search> button located in the bottom right hand corner of the ILS Inventory Main Screen. An Item Search file must be prepareA3.6.1. Preparing a Se Intelligent Library System (ILS) 2.0 User Manual Page 3-9
Handheld Portable Reader Figure 3-14: Select the Search List File Screen ist File ose the desired file. The down arrow to the right of the Type field can be sed to choose files of other types that can be used as search lists. Tap the file name to select it to be used to return to the main formation on the Search Mode Screen. • Option 1 - Check the Items Found button: This will show you all of the barcodes that were found in the fie tton: This will show you all of the barcodes ound y Transferring and Selecting the Search LTo transfer a search list file (or files) from the Application Server, it must be placed in the synchronization directory for your PPT 2700/2800. There should be a shortcut to this directory on the desktop of the Application Server. Once the file is in the correct location, dock the PPT 2700/2800 and the file(s) will be automatically transferred. Refer to the Wireless Operations ections for details of file transfer using a Wireless PPT 2700/2800. s Once the files have been transferred, tap the <Item Search> button. The Select the Search List ile screen is used to choFube used for the search. The <Cancel> button at the top-right can screen. 3.6.2. Search Mode Screen here are several ways to view inT ld below. • Option 2 - Check the Items Not Found buthat the system has not yet found. • Option 3 - Check the Show All Items button: This will show you both the Items Fand the Items Not Yet Found. This is the default selection. Tap the other buttons at antime to change the view. When the Alerts enabled button is checked, an alert display and sound will occur for each item that is found. The search will stop temporarily, allowing you to locate the item found on the shelf. Tap this button to disable this feature. Page 3-10 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Tap the Start button to begin searching for the barcodes. You will notice that the barcode display field(s) will begin to reflect changes in the status of the search items, depending on the search u ind them. Items not found will be removed option yo chose. Items found will be listed as you ffrom the list as you find them. Figure 3-15: Item Search Screen egin to scan the inventory items. Hold the wand in your hand about three inches from the materia ow on. This indicates that the and is detecting tagged materials. The wand can detect circulation circuits up to a distance of 8 inch . nventory items to void unwanted data from being collected. ote: While the red light m y in the Items found list if it matches an item present in your Search Items list. When an alert is displayed, the barcode, shelf location, and title of the item will be displayed. Tap Continue to resume the search. Bl you wish to scan. Notice that the red light on the wand is nwes Therefore it is important to keep the wand focused on the intended iaNay flash when the scanner detects any tag, a barcode will only displa Intelligent Library System (ILS) 2.0 User Manual Page 3-11
Handheld Portable Reader Figure 3-16: Item Found Alert When you are finished searc If all of the items are ote: If you would like to abort the file transfer, tap the Cancel button on this pop up. You will en be back at the Item Search screen. he Search Results file will be transferred to the configured directory on the Application Server. y Data Collected for details. This file will list all of as found, the date and time of the search will be listed. If the und and the items not found. The items .7. Shelf Order Search on system. Items scanned will be compared to the shelf order list to determine if they are in order, not in the list, or not found. This allows for verification and sorting of the shelf contents. This is another method available for performing inventory. To begin a Shelf Order search, tap the <Shelf Order> button located at the bottom-left of the ILS hing tap Done at the bottom of the screen.found, an alert screen will notify you. Tap OK to continue. At this time, the Item Search result files will be generated. A pop-up will display asking you to Please dock the PPT 2700/2800 unit and press OK to begin transfer of the Search Results file. Tap OK. (Note: In Wireless mode the file transfer is automatic.) Nth TRefer to section 3.5 Transferring the Inventorthe barcodes searched. If a barcode wbarcode was not found, the date and time will not be listed. wo additional files will also be created to list the items foTfound file will have the file extension.psf. The items not found file will have the file extension.psm. The filename of the item search list file will be used, with the appropriate file extension added. These files may be used to perform another search, or may be processed as esults of the search on the circulation system. r3The Shelf Order search may be used to verify the contents of a shelf against a shelf order list generated by the circulatiInventory Main Screen. Page 3-12 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader 3.7.1. Selecting a Shelf Order Search File helf Order A Shelf Order Search file is identified by the.pso file extension. The file can be transferred from the Application Server to the PPT 2700/2800. The file can be created by a running a Sport on the circulation system. re Figure 3-17: Select the Shelf Order File Transferring and Selecting the Shelf Order File To transfer a shelf order file (or files) from the Application Server, it must be placed in the synchronization directory for your PPT 2700/2800. There should be a shortcut to this directory on the desktop of the Application Server. Once the file is in the correct location, dock the PPT 2700/2800 and the file(s) will be automatically transferred. Refer to the Wireless Operations sections for details of file transfer using a Wireless PPT 2700/2800. Once the files have been transferred, tap the <SFile screen is used to cho of the Type field can be creen lose order. helf Order> button. The Select the Shelf Order ose the desired file. The down arrow to the right used to choose files of other types that can be used as shelf order lists. Tap the file name to select it to be used for the search. The <Cancel> button at the top-right can be used to return to the main screen. 3.7.2. Shelf Order Search SThe Shelf Order Search screen has an Alerts Enabled button. When this button is checked, an alert display and sound will occur for items of interest. Tap this button to disable alerts. Alerts will occur for the following reasons: • Out of range – the item read was found in the Shelf Order list, but was not located cenough to the last item in the shelf • Not in list – the item read was not found in the Shelf Order list. Intelligent Library System (ILS) 2.0 User Manual Page 3-13
Handheld Portable Reader The Offset in use display indicates the current setting for the offset used to determine when an item is considered to be in shelf order. An offset is needed because the wand can read items inrandom order within its read range. The offset may be adjusted a by changing the number and pping the <Set> button. This allows for adjustment when items of different thickness are being helf Order Search. You must begin reading items at the starting helf location in the list. he Shelf Order Search screen displays the following information: • Items in file – the original count of the items read from the Shelf Order file. • Items Read – the number of items read during the search. • Items in order – the number of items that were read in shelf order. • Items not in order – the number of items that were read that are not in shelf order. tascanned. Tap the Start button be begin the SsT Figure 3-18: Shelf Order Search Screen The Offset in use and the Alerts enabled settings may be changed at any time during the search. When you are finished searching tap Done at the bottom of the screen. If all of the items shelf order list are found, an alert screen will notify you. Tap OK to continue. Page 3-14 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader 3.7.3. Shelf OrderThe <Show Prev> button will display the previous item read. You can tap this button to display em on the shelf. This item should probably be helf order list. rns the display to the item that is not in the list. ap Continue when you are ready to resume the scan. Be sure to start at the position you were in when the alert occurred. Alert When a Shelf Order Alert is displayed for an item that is not in the list, only the barcode will be displayed. The Item Status field will indicate Not in List. the last item in order to assist in locating the itremoved from the shelf, since it is not in the s The <Show Next> button will display the next item read. he <Show Item> button retuTT Figure 3-19: Shelf Order Alert – Not in List When a Shelf Order Alert is displayed for an item that is not in shelf order, the barcode, shelf location, and title will be displayed. The Item Status field will indicate Out of Range. The <Show Prev.> button will display the previous item read. You can tap this button to display the last item in order to assist in locating the item on the shelf. This item should probably be repositioned on the shelf, since it was found in the wrong order in the shelf order list. The <Show Next> button will display the next item read. The <Show Item> button returns the display to the item that is not in the list. The Offset to last item in order field will display the offset value from the last item read in order. For an alert to occur, this offset is greater than the Offset in use that is displayed. Intelligent Library System (ILS) 2.0 User Manual Page 3-15
Handheld Portable Reader Tap Continue when you are ready to resume the scan. Be sure to start at the position you were in when the alert occurred. Figure 3-20: Shelf Order Alert – Out of Range Remember that the Offset in use and the Alert enable settings may be changed once the search is .7.4. Shelf Order Results an d ay be displayed and scrolled through. Note that there is no prompt given to perform file transfer ecting one of the file buttons. The <New Search List> button will create a new Search List file.psl that can be used to perform a new Item Search. For example, i ed, a new search could be performed to locate the items that do not belong on the shelf. The <Create File> button will create a new Search Order Result file. The type of file created is selected based on which counter is selected in the Shelf order results window. The file extension is indicated in parentheses below. • Items in file – the original count of the items in the Shelf Order file. (no file is created.) • Items in order – the number of items that were read in shelf order. (.pio) resumed. 3When the shelf order search is completed, the Shelf Order Results screen is displayed. You ccreate result files of various types, including a new search list file. The entire list of items reamat this point. Once the result files have been created, you can dock the PPT 2700/2800 to copy the files to the Application Server. Refer to the Wireless Operations sections for details of file transfer using a Wireless PPT 2700/2800. The Shelf order results window shows the counters from the completed search. Tap on the ounter of interest before selc f the Items not in file line is select Page 3-16 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader • Items out of order – the number o e read that are not in shelf order. (.poo) • Items not found – the number of items in the Shelf Order file that were not found. (.pmi) • Items not in file – the number of items read that were not in the Shelf Order file. (.pnl) • The File Created field shows the path of the file that was last created when either the <New Search List> or <Create File> button was selected. f items that wer Figure 3-21: Shelf Order Results Screen The View List button uses the Shelf Order View List screen to display the entire results of the scan. Each item read will be displayed in order, with the appropriate status information. Use the <Show Prev.> and <Show Next> buttons to step through the list. Tap Done to return to the Shelf Order Results screen. Intelligent Library System (ILS) 2.0 User Manual Page 3-17
Handheld Portable Reader Figure 3-22: Shelf Order View List Screen Tap Done when you are finished with the Shelf Order Results screen. The Shelf Order screen will be displayed. Tap OK at the top-right of the screen to return to the ILS Inventory main screen. Or, you may tap the Start button to repeat the last Shelf Order search. 3.8. Wireless Operations The Wireless PPT 2700/2800 offers the ability to transfer files to and from the Application Server using the Wireless network. To transfer files, select the <Wireless File Transfer> button from the ILS Inventory Main Screen. Page 3-18 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Figure 3-23: Wireless PPT 2700/2800 ILS Inventory Main Screen The top line of the screen indicates the direction of the file transfer currently selected. The down arrow to the right of the All Files (*.*)line allows you to choose the file type to be displayed. When a new selection is made, the file list displayed below will be updated. To transfer a file, tap the file name, then tap the <Copy File> button. Only one file at a time is transferred. The Status field displays the results of the file transfer. When it completes successfully, the file is removed from the list. Any error will be indicated in this field. Tap the <Get Files> button to change the file transfer direction to copy files from the Application Server to the PPT 2700/2800. Tap the <Put Files> button to change the file transfer direction to copy files from the PPT 2700/2800 to the Application Server. Tap Done when you are finished with the Wireless File Transfer screen. Intelligent Library System (ILS) 2.0 User Manual Page 3-19
Handheld Portable Reader Figure 3-24: Wireless File Transfer Screen 3.9. Hints on Using the PPT 2700/2800 There are no double-clicks on re accomplished by a single 800 within the configured time, the device will go into press the red ior to shut off. e Windows icon in the upper left ll button. the PPT 2700/2800 unit. All actions atap. If you have not used the PPT 2700/2Power Save mode. This means that the device will turn off. To turn it back on, power button. You will be returned to the last screen presented pr If you have trouble closing the ILS Inventory Program, tap on thhand corner of the screen. Tap on the Systems tag and then on the memory icon. Tap on the Running Programs tab. This will show you all of the programs currently running. To close only one program, highlight the program name and tap the Stop button. To stop all programs, simply tap the Stop A Page 3-20 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader Figure 3-25: Running Programs Intelligent Library System (ILS) 2.0 User Manual Page 3-21
Handheld Portable Reader NOTES Page 3-22 Intelligent Library System (ILS) 2.0 User Manual
Application Server Chapter 4 Application Server The Application Server is the core-processing component of the Intelligent Library System. The Application Server handles multiple functions including the following: • Storing transactions performed at the Patron Self-Checkout Stations. • Downloading inventory data from the ILS Handheld Portable Reader. • Generation of reports. • Connectivity to the host library circulation system. In addition, it provides a single station for system configuration and diagnostics. If the host system becomes unavailable, the Application Server has the capability to support automated checkout functions without the host. This is known as Off-Line Processing. This feature is a site-specific option so it may not be available to ot available on your system. Please see your M you. There may be other options nIS department for further details. 4.1. The Application Server Control Screen Figure 4-1: Application Server Control Screen ion on the status of the ILS options may be grayed out which means that the function is not available. The buttcommonly used system features. These buttons have a graphical face and allow you to choose a The Application Server Control screen provides current informatsystem, the ILS Handheld Portable Reader, and is used to generate reports. The menu bar lists categories of system features. This is located just under the title bar near the top of the screen. Just point and click on any category to view a list of selections. Navigate to the option that represents the system function you want perform and click that function. Some on bar located on the left side of the screen provides short-cut buttons to the most Intelligent Library System (ILS) 2.0 User Manual Page 4-1
Application Server system feature without using the menu bar. If you move the mouse pointer over a button, a pop-up screen (fly-by-help) will display describing what system function each button will perform. tton. 4.2. System Status There are multiple ways to navigate to the System Status Screen. The first is by clicking System Status button as shown in Figure 4-2: System Status Bu Figure 4-2: System Status Button stem Status Screen is to select the Status pull-down menu, en select the System Status Display option as shown in Figure 4-3: System Status Selection. The second way to navigate to the Syth Figure 4-3: System Status Selection The System Status screen (Figure 4-4) gives you the capability to view the Station Name, the System State, and the Printer State. The Station Name refers to each location of a Checkout Station. The System State identifies if the Station is on-line or off-line. The Printer State informs you of the printer status, for example OK, out of paper, I/O error, etc. (I/O error is a general printer error which could indicate there is a paper jam, loss of power to the printer, etc.). Page 4-2 Intelligent Library System (ILS) 2.0 User Manual
Application Server Just beneath the Checkout Stations status is the Host Status, which tells you if the host (library circulation system), is on-line or off-line. The Off-line Processing feature allows libraries to configure the Application Server and Patron Self-Checkouts to continue to operate while offline with the library’s circulation system. While the circulation system is offline, the Application Server records significant events. These events are reported to the circulation server when synchronization occurs. At the time of synchronization, the Due Date is sent to the circulation server. When off-line processing is turned on, the word ON appears next to Off-Line Processing, as shown in Figure 4-4. The feature is turned on or off by Checkpoint field service personnel by setting a table parameter on the Application Server. If using the Bridge Interface (described earlier), off-line processing should never be turned on at the same application server. The hide button allows you to hide or show the system status display. T n of the screen shows the Exit A s by Date\Time, Exit Location, and by Item I ent alarm first. he lower portiolarm Display. The display lists up to 200 exit alarmdentifier. The display will always show the most rec Figure 4-4: System Status Screen Intelligent Library System (ILS) 2.0 User Manual Page 4-3
Application Server 4.3. Task Use Task Scheduler to schedule Checkout Cache Synchronization and Host Reconnections to be perform me of day. The menu selection is shown in the figure below. Scheduler ed automatically at any ti Figure 4-5: Task Scheduler Navigation After sel figuration pull-down menu, a dialog box is presenteselection e g box. When vi o the sche e displayed. ecting Task Scheduler from the System Cond with buttons to view the current schedule or to modify the current schedule. Both s r quire you to enter a user name and password to continue to the Task Scheduler dialoewing the current schedule, the user will not be able to make any modifications tdul d tasks. Figure 4-6: Task Scheduler Menu shows the buttons that are Figure 4-6: Task Scheduler Menu Figure 4-7: y option for the task scheduler. The Task Scheduler itself contains a listing called Scheduled Time for the specified task to be run each day. Leave a day running that day. asks are identified using a Task ID number. Currently the task ID numbers are as follows: Checkout Cache SyHost Re Task Scheduler (Modify) shows the Modif's entry blank to prevent the task fromT nchronization 3200 connect 3201 Page 4-4 Intelligent Library System (ILS) 2.0 User Manual
Application Server A checkscheduled ti The Task Period can be set to Weekly/Daily or Monthly. When Monthly is selected a text box will display h the task should be run. A time can then be entered under Scheduled Time. o accept changes, select Save, then Close at the bottom of the dialog box. To ignore changes, box is available to disable execution of the current task. When this box is checked, all mes will be ignored and the task will never run until the box is unchecked. to accept the day of the month on whicTselect Cancel. Figure 4-7: Task Scheduler (Modify) Figure 4-8: Task Sche the Task Scheduler. When reviewing the cu odifications to the cheduled tasks. duler (View Only) shows the View Only option for rrent schedule, the user will not be able to make any ms Figure 4-8: Task Scheduler (View Only) Intelligent Library System (ILS) 2.0 User Manual Page 4-5
Application Server 4.4. Inventory Download Operations The Automated procedure for downloading inventory information from the Handheld Portable Reader is enabled by the automatic transfer mode. This provides an automatic method of starting the download sequence without initiation from the Handheld Portable Reader Operations Screen. The transfer is automatically started by properly docking a Handheld Portable Reader base in the docking station. The figure below illustrates the beginning of a transfer sequence. Figure 4-9: Han matic Transfer Downloading information automatically from the Handheld Portable Reader requires little active participation by the Library staff. You can monitor the automatic downloading process by watching the corresponding screens on the Application Server monitor. Once the Handheld Portable Reader is properly docked, the screen will display a message recognizing the proper docking. By looking at the Transfer Status Display on the right side of the screen you can follow the transfer process step by step. The screen shows the information transfer process beginning, the transfer process in progress, and the completion of the transfer process. Upon completion of the file transfer from the Handheld Portable Reader to the Application Server, the file is normally converted to the inventory file format used by the Circulation System. It is then copied to a directory where it is available for the Circulation System's Inventory application to copy and process (using FTP). Additionally, since the entire process is done automatically, it will show you that the Handheld Portable Reader has been cleared of data and is being reset for future use. Click Close to remove the Handheld Portable Reader Operations screen. dheld Portable Reader Operations Screen - Auto Page 4-6 Intelligent Library System (ILS) 2.0 User Manual
Application Server 4.5. Reports This secThe followi • • Pat ) • 3) • on 4.5.4) • rting (Section 4.5.5) 4.5.1. orting (off-line processing) his report provides a list of off-line checkout events that were rejected by the host circulation ned to on-line operation. There are two ways to get to the Checkout on the Checkout Discrepancy button as shown in the figution includes information on the ILS reports available through the Application Server. ng reports are available: Checkout Discrepancy Report (off-line processing) (Section 4.5.1) ron Discrepancy Report (off-line processing) (Section 4.5.2Generic Report Generation (Section 4.5.Exit Alarm Reporting (SectiCheck In Exception Repo Checkout Discrepancy RepTsystem when returDiscrepancy Report. The first is by clicking re below. Figure 4-10: Checkout Discrepancy Report Button The sec to select Reports from the pull n in Figure 4-11: Checkout Discrepancy Report Men ond way to get to the Checkout Discrepancy Report Screen is -down menu, and then select Checkout Discrepancy as showu. Figure 4-11: Checkout Discrepancy Report Menu Intelligent Library System (ILS) 2.0 User Manual Page 4-7
Application Server Figure 4-12: Checkout Discrepancy List Screen The gen t ber of criteria fields including time period and ID. However, if the Time Period of Interest fields are blank or not specified, the report can't be generated. There are three methods you can use to create a report: First method: 1. Choose the time period of interest by clicking on the drop down button. Choices are Today, Yesterday, This Week, Last Week, This Month, Last Month, and All Data. 2. The From and To date will automatically display. You can key in the time or leave it blank. If you leave it blank, the default time will be used: 3. From = 12:00:00 A.M. 4. To = 11:59:59 P.M. 5. Click on theod: From and the displays. era ed report can be filtered based on a num Generate Report button. Second meth1. Click calendar form Page 4-8 Intelligent Library System (ILS) 2.0 User Manual
Application Server Figure 4-13: Calendar 2. Select the month and year using the drop down buttons. 3. Select the day from the calendar table. 4. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 5. You can click on the Now button if you want to use the current time. 6. Click on OK to confirm the changes. 7. Verify the selection shown next to From. 8. Click To and the calendar form displays. As shown above. 9. Select the month and year from the drop down buttons. 10. Then select the day from the calendar table. 11. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 12. You can click on the Now button if you want to use the current time. 13. Click on OK to confirm the changes or the Cancel button to cancel the changes. 14. Verify the selection shown next to To. 15. Click on the Generate Report button. Third method: 1. Key in the From d . Date formats c n use 2 or 4 digit years: (MM/ ould be entered using the 12-e 12-PM). Generate RNote: Any combinationed on a specifon ID i ID. 2. Click on the Generate R the changes or the Cancel button to cancel ate or a combination of date and timeDD/YY or MM/DD/YYYY). Time sh ahour format: (HH:MM AM or PM). 2. Key in the To date or a combination of date and time. Date formats can use 2 or 4 digit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using thhour format: (HH:MM AM or 3. Click on the eport button. of the methods may be used. To create a report bas ic Patron ID do the following: 1. Type in the Patr n the Search for Specific eport button. Intelligent Library System (ILS) 2.0 User Manual Page 4-9
Application Server Figure 4-14: Sample Checkout Discrepancy Report Field N Data Description ame Possible Field Data Patron Identifier ID Number The patron ID number in this transaction. Transaction Date Dat Date and time of the transaction. e/Time Item Identifier ID Number The item number in this nsaction. traStation Na Station where the transaction occurred. me Name of Station Final Transaction Date Date/Time The date and time that an off-line incomplete transaction was synchronized. Screen Mes from the host ion. sage Text message Message returnfor this transact4.5.2. Patron This rep ts that were rejected by the host circulation system wh Patron Discrepancy Report.n in the figure below. Discrepancy Reporting (off-line processing) ort provides a list of off-line patron status evenen returned to on-line operation. There are two ways to get to the The first is by clicking the Patron Discrepancy button as show Page 4-10 Intelligent Library System (ILS) 2.0 User Manual
Application Server Figure 4-15: Patron Discrepancy Report Button The second way to get to the Patron Discrepancy Report Screen is to select the Reports pull-own menu, and then select Patron Status Discrepancy as shown in Figure 4-16: Patron dDiscrepancy Report Menu. Figure 4-16: Patron Discrepancy Report Menu List Screen Figure 4-17: Patron Status Discrepancy Intelligent Library System (ILS) 2.0 User Manual Page 4-11
Application Server The generated report can be filter r of criteri riod and ID. However, if the Time Period of Interest fields are blank or n rt can't be generated. To create the report, d g: There are three report: First method: se the time peri rest by clicking on theToday, Yesterday, This Week, Last Week, This Mo2. The From and To da tically display. Y it you leave it blank, the default time will be 3. From = 12:00:00 A.M. 4. To = 11:59:59 P.M. 5. Click on the Generate Report button. Second method: and the displays. ed based on a numbe a fields including time peot specified, the repoo the followin methods you can use to create a1. Choo od of inte drop down button. Choices are nth, Last Month, and All Data. te will automa ou can key in the time or leave used: blank. If 1. Click From calendar form Figure 4-18: Calendar 2. Select the month and year using the drop down buttons. 3. Then select the day from the calendar table. e form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 7. Verify the selection shown next to From. 8. Click To and the . 4. Specify the time at the upper right hand corner of th5. You can click on the Now button if you want to use the current time. 6. Click on OK to confirm the changes or the Cancel button to cancel the changes. calendar form displays. As shown above Page 4-12 Intelligent Library System (ILS) 2.0 User Manual
Application Server 9. Select the month and year from the drop down buttons. 10. Then select the day from the calendar table. 11. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 12. You can click on the Now button if you want to use the current time. 13. Click on OK to confirm the changes or the Cancel button to cancel the changes. 14. Verify the selection shown next to To. 15. Click on the Gene Third method: 1. Key in the From Date formats can use 2 or 4 To date or a combination of date and time. Date formats can use 2 or 4 t years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using the 12-r format: (HH:MM AM or PM). 3. To crea c Patron ID do the following: 1. Type in the Patron ID in the Search for Specific ID. 2. Click on the Generate Report button. rate Report button. date or a combination of date and time. digit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using the 12-hour format: (HH:MM AM or PM). 2. Key in thedigihouClick on the Generate Report button. Note: Any combination of the methods may be used. te a report based on a specifi Figure 4-19: Sample Patron Discrepancy Report Intelligent Library System (ILS) 2.0 User Manual Page 4-13
Application Server Field N Data Data Description ame Possible FieldPatron Iden ID Number The patron ID number in this transaction. tifier Transaction Date Date/Time Date and time of the transaction. Station Name Name of Station Station where the transaction occurred. Final Transaction Date Date/Time The date and time that an off-line incomplete transaction was synchronized. Screen Message Text message Message return from the host for this transaction. 4.5.3. Generic Report Generation The Application Server stores all acti m internally as a transaction. A transaction is logged for each significant activity such as patron validation, checkout, checkin, and an e oordinator to store the transact ese records to list specific transact rt generator allows custom reports to be created Navigat the Generic vity generated by the systexit alarm. It is the responsibility of the system's Transaction Cions in the system database. Reports can be generated from thions and transaction counts. A Generic Repoas needed. ion to the Generic Report Screen is accomplished by selecting the Reports Menu and then Report item as illustrated in the figure below. Figure 4-20: Generic Report Menu Page 4-14 Intelligent Library System (ILS) 2.0 User Manual
Application Server Fi creenigure 4-21: Generic Report Sc s the selections available for this report. The number f days of activity is displayed at the top of the screen just under the title bar. In the main body of each category and highlight your gure 4-21: Generic Report Sreen show Fothe screen, you are instructed to click the down arrow for choice. Each category is described below. Category Options Select Time Range You can narrow your report to one of the time periods listeor leave it set to all available. d Station You can choose a specific Patron Self-Checkout Station or Exit Alarm or choose All Stations. Type of Transaction Checkouts, Patron Information or All Types Online/Offline transactions Online, Offline or Both Desired report Here you will choose whether you want a list of the specified transactions or a count. The Select Time Range must be filled in order to generate a report. However, if the Select Time Range fields are blank or not specified the report can't be generated. There are three methods y can use to create a report: First method: 1. Choose the time period of interest by icking on the drop down button. Choices are Today, Yesterday ast Month, and All Data. ou cl, This Week, Last Week, This Month, L2. The From and To date will automatically display. You can key in the time or leave it blank. If you leave it blank, the default time will be used: 3. From = 12:00:00 A.M. Intelligent Library System (ILS) 2.0 User Manual Page 4-15
Application Server 4. To = 11:59:59 P.M. Second method: 1. Click From and the calendar form displays. Figure 4-22: Calendar 2. Select the month and year using the drop down buttons. 3. Select the day from the calendar table. 4. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 5. You can click on the Now button if you want to use the current time. to cancel the changes. . rner of the form. You can key in the time arrow buttons at the end of the field. ent time. n to cancel the changes. 6. Click on OK to confirm the changes or the Cancel button7. Verify the selection shown next to From8. Click To and the calendar form displays. As shown above. 9. Select the month and year from the drop down buttons. 10. Then select the day from the calendar table. 11. Specify the time at the upper right hand coor select the time by pressing the up-down 12. You can click on the Now button if you want to use the curr13. Click on OK to confirm the changes or the Cancel butto14. Verify the selection shown next to To. Page 4-16 Intelligent Library System (ILS) 2.0 User Manual
Application Server Third method: of date and time. Date formats can use 2 or 4 digit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using the 12-hour format: (HH:MM AM or PM). he To date or a combination of date and time. Date formats can use 2 or 4 ds may be used. You alsType the IDinclude only Note: Patro ded in a report. nce you have made your choices, click the Generate button. 1. Key in the From date or a combination 2. Key in tdigit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using the 12-hour format: (HH:MM AM or PM). Note: Any combination of the methoo have the option to include a Patron ID or Item ID to narrow your report even further. in the appropriate box before clicking the Generate button. Your report will now transactions specific to that ID. n and Item IDs are optional and do not have to be incluO Figure 4-23: Field Name Possible Field Data Sample Generic Report Data DescriptionTransaction Date on. Date/Time Date and time of the transactiStation Name action Name of Station Station where the transoccurred. Completed he transaction was successfully Tcompleted on-line. Offline-Complete essfully f-line The transaction was an off-line incomplete transaction that was subsequently succcompleted online during ofsynchronization. Status Offline-Incomplete The transaction was not completed on-line. Intelligent Library System (ILS) 2.0 User Manual Page 4-17
Application Server Discrepancy The transaction was an off-line s subsequently rejected during off-line synchronization. incomplete transaction that waOffline Transaction completed off-line. OffLine-OnLine OnLine Transaction completed on-line to the host system. Patron Status Patron scans their ID card at a Patron Self-Checkout Station. Checkin An item automatically checked in to the circulation system. Transaction Type Checkout An item is scanned at the Patron Self-Checkout Station. ItemStatus An item is scanned at the circulation desk. ExitAlarm An item generated an alarm at an exit because it was not checked out. Final Transaction Date Date/Time The date and time that an off-line incomplete transaction was synchronized. Item Identifier ID Number The item number in this transaction. Patron Identifier ID Number The patron ID numbers in this transaction. You have a few options to view the records on the screen, print them, or return to the previous screen. SCROLL: You can use the scroll bar to view all of the records. PRINT: You can print this report by clicking the Print button and entering the number of copies you wish. RETURN: Click the Close button to return to the Generic Report Screen. Expand Report Columns: Information in each column may be wider than the column width. You can expand the column width by positioning the mouse point over the column divider next to a column heading. When the resize pointer displays, left click and move the mouse to the desired width. Copy and Paste: You can copy an ID to include in another report by left clicking the ID, right click and select Copy. Paste by right clicking and select Paste. 4.5.4. Exit Alarm Reporting This report provides a list of item identifiers that have caused an alarm at a specific exit location. There are two ways to get to the clicking on the Exit Alarm Report button shown in Figure 4 . Exit Alarm Report. The first is by-24: Exit Alarm Report Button Page 4-18 Intelligent Library System (ILS) 2.0 User Manual
Application Server Figure 4-24: Exit Alarm Report Button The second way to get to the Exit Alarm Report Screen is to selow. elect Reports pull-down menu nd then select Exit Alarm as shown in the figure ba Figure 4-25: Exit Alarm Report Menu Figure 4-26: Exit Alarm Report Screen Intelligent Library System (ILS) 2.0 User Manual Page 4-19
Application Server The generated report can be fifields are blank or not specifieltered based on a time period. However, if Time Period of Interest d, the report can't be generated. There are three methods you can irst method: 1. Choose the time period of interest by icking on the drop down button. Choices are Today, Yesterday Last Month, and All Data. 2. The From and To date will automatically display. You can key in the time or leave it the default time will be used: 4. To = 11:59:59 P.M. 5. Click on the Generate Report button. Second method: 1. Click From and the calendar form displays.use to create a report: F cl, This Week, Last Week, This Month, blank. If you leave it blank,3. From = 12:00:00 A.M. Figure 4-27: Calendar n buttons. Select the day from the calendar table. 4. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 5. You can click on the Now button if you want to use the current time. 6. Click on OK to confirm the changes or the Cancel button to cancel the changes. 7. Verify the selection shown next to From. 8. Click To and the calendar form displays. As shown in Figure 4-27: Calendar. 2. Select the month and year using the drop dow3. Page 4-20 Intelligent Library System (ILS) 2.0 User Manual
Application Server 9. Select the month and year from the drop down buttons. 10. Select the day from the calendar table. 11. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 12. You can click on the Now button if you want to use the current time. 13. Click on OK to confirm the changes or the Cancel button to cancel the changes. 14. Verify the selection shown next to To. 15. Click on the Generate Report button. Third method: mbination of date and time. Date formats can use 2 or 4 M/DD/YYYY). Time should be entered using the 12-the 12-3. Click on the Generate Report button. be used. 1. Key in the From date or a codigit years: (MM/DD/YY or Mhour format: (HH:MM AM or PM). 2. Key in the To date or a combination of date and time. Date formats can use 2 or 4 digit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using hour format: (HH:MM AM or PM). Note: Any combination of the methods may Figure 4-28: Sample Exit Alarm Report Field Name Possible Field Data Data Description Transaction Date Date/Time Date and time of the transaction. Item Identifier ID Number The item number in this transaction. Exit Location Name of the exit and/or IP Address Name of the exit Intelligent Library System (ILS) 2.0 User Manual Page 4-21
Application Server 4.5.5. Check In Exception Reporting This report provides a list of exceptions that occurred when patrons returned materials. This report allows the tracking of items that failed check in, as well as items that require special handling. You can get to the Check In Exception Report by selecting Reports from the pull-down menu, and then selecting Check In as shown in the figure below. Figure 4-29: Check In Exception Report Menu Figure 4-30: Check In Report Screen Figure 4-30: Check In Report Screen shows the selection criteria options available for this report. The generated report can be filtered based on a time period, date range, and check in station. However, if Time Period of Interest fields are blank or not specified, the report can't be generated. There are three methods you can use to create a report: First method: 1. Choose the time period of interest by clicking on the drop down button. Choices are Today, Yesterday, This Week, Last Week, This Month, Last Month, and All Data. 2. The From and To date will automatically display. You can key in the time or leave it blank. If you leave it blank, the default time will be used: Page 4-22 Intelligent Library System (ILS) 2.0 User Manual
Application Server 3. From = 12:00:00 A.M. 4. To = 11:59:59 P.M. Second method: 1. Click From and the calendar form displays. Figure 4-31: Calendar 3. 4. m. You can key in the time at the end of the field. 5. You can click on the Now button if you want to use the current time. 6. Click on OK to confirm the changes or the Cancel button to cancel the changes. 7. Verify the selection shown next to From. 8. Click To and the calendar form displays. As shown above. 9. Select the month and year from the drop down buttons. 10. Then select the day from the calendar table. 11. Specify the time at the upper right hand corner of the form. You can key in the time or select the time by pressing the up-down arrow buttons at the end of the field. 12. You can click on t urrent time. 13. Click on OK to confirm the changes or the Cancel button to cancel the changes. 2. Select the month and year using the drop down buttons. Select the day from the calendar table. Specify the time at the upper right hand corner of the foror select the time by pressing the up-down arrow buttonshe Now button if you want to use the c14. Verify the selection shown next to To. Intelligent Library System (ILS) 2.0 User Manual Page 4-23
Application Server Third method: 1. Key in the From date or a combination of date and time. Date formats can use 2 ordigit years: (MM/DD/YY or MM/DD/YYYY). Time should be entered using the 1 4 2-hour format: (HH:MM AM or PM). ate formats can use 2 or 4 ). Time should be entered using the 12-Note: Any combination of the methods may be used. You also have the option to include a Patron ID or Item ID to narrow your report even further. Type the ID in the appropriate box before clicking the Generate button. Your report will now include only transactions specific to that ID. Note: Patron and Item IDs are optional and do not have to be included in a report. Once you have made your choices, click the Generate button. 2. Key in the To date or a combination of date and time. Ddigit years: (MM/DD/YY or MM/DD/YYYYhour format: (HH:MM AM or PM). Figure 4-32: Sample Check In Report Field Name Possible Field Data Data Description Transaction Date Date/Time Date and time of the transaction. Check-in Location Name of location Location of the check-in station. Item Id ID Number The item identifier number in this transaction. Title -in. Item title Title of the item checkedLocation Name of location Location of check-in. Y Item was checked-in. Checked-In N Item was not checked-in. OffLine completed off-line. -OnLine Offline Transaction Page 4-24 Intelligent Library System (ILS) 2.0 User Manual
Application Server OnLine Transaction completed on-line to the host system. Y An exit alarm was issued. Alert N An exit alarm was not issued. Screen Message Text of Message The specific error message received from the host for this transaction. You have a few options to view the records on the screen, print them, or return to the previous screen. SCROLL: You can use the scroll bar to view all of the records. PRINT: Y copies you wish. RETURN: Click the Close button to return to the Generic Report Screen. idth. er next to a c r displays, left click and move the mouse to the desired wi t 4.6. Maintenance 4.6.1.Note: The following ILS foffline if ususe of them he database before doing the purge (7.1 Transaction Database Backup). Purges should normally be performed during non-circulation hours. ion database that are older than a ation shows how to navigate to the box that is displayed after the Purge is ou can print this report by clicking the Print button and entering the number ofExpand Report Columns: Information in each column may be wider than the column wYou can expand the column width by positioning the mouse point over the column dividolumn heading. When the resize pointedth. Copy and Paste: You can copy an ID to include in another report by left clicking the ID, righclick and select Copy. Paste by right clicking and select Paste. Purge unctions can cause unpredictable behavior or cause the system to go ed inappropriately. It is recommended that only qualified system administrators make . It is suggested that you backup t The Purge option clears all records from the transactconfigurable number of days. Figure 4-33: Purge Navigurge option. Figure 4-34: End Purge shows the dialog Pcompleted. Intelligent Library System (ILS) 2.0 User Manual Page 4-25
Application Server Figure 4-33: Purge Navigation Figure 4-34: End Purge 4.6.2. Checkout Cache Synchronize ares and reconciles the system's internal cache of chronize Navigation shows ption. A u n ser must th e provided by the Host that the Checkout Cache will be synchronized against. The tPub\FTPRoot. Note: This The Checkout Cache Synchronize option comprecorded checked out items with the host system. Figure 4-35: Synhow to navigate to the Checkout Cache Synchronize o ser ame and password must be entered in order to synchronize the Checkout Cache. The uen navigate to the fil file is typically located in Ineprocedure is normally automated. The system will be offline during the operation. Page 4-26 Intelligent Library System (ILS) 2.0 User Manual
Application Server Figure 4-35: Synchronize Navigation 4.7. Miscellaneous 4.7.1. Shutdown Button The Shutdown button shuts down the Application Server. In order for the Application Server to remain in a shutdown state, all Patron Self-Checkout Stations should be shutdown prior to shutting down the Application Server. Figure 4-36: Shutdown Button 4.7.2. Help About The Help About option is used to display copyright information. The figure below shows how to navigate to the Help About screen. Intelligent Library System (ILS) 2.0 User Manual Page 4-27
Application Server Figure 4-37: Help About Navigation 4.7.3. System Info Button The System Info button provides a detailed listing of all components and their versions. Figure 4-38: Help About Screen 4.7.4. Offline Transactions Synchronize The Offline Transactions Synchronize button is used for synchronizing off-line transactions with the host system. It is not available on systems that do not support off-line processing. Page 4-28 Intelligent Library System (ILS) 2.0 User Manual
Application Server Figure 4-39: Transaction Coordinator Offline Synchronization Navigation 4.7.5. SThe Shutdown Checkout S ts down all the Patron Self-Checkout Stationshutdown Checkout Stations tations button remotely shu. Figure 4-40: Shutdown Patron Self-Checkout Stations talling a Printer 4.8. InsPrinter installation procedures will varyThe best procedure is to follow the directions included with the printer. Usually your l come with an installation program on a floppy disk or CD-ROM that will as follows: er. 4. Double-click on Printers. according to the make and model of printer being installed. printer wilautomatically install the appropriate printer drivers and software. Otherwise, most printer installations will proceed 3. Double-click on My Comput Intelligent Library System (ILS) 2.0 User Manual Page 4-29
Application Server 5. Double-click on Add Printer. 6. Make sure My Computer is selected. Click Next. printer in a specific location. Or, you can select the make and model of your printer from the listings. 7. Select the checkbox next to LPT1. Click Next. 8. From the next dialog box you can click on Have Disk if you have drivers for you 9. Follow the onscreen directions to complete the installation. Page 4-30 Intelligent Library System (ILS) 2.0 User Manual
Tagging Procedures Chapter 5 Tagging Procedures This secdetermin For infoCircuit P g.1. Tagging Book Materials lation Circuit on a non-text area of a page closest to the front cover, horizontally one-inch from the spine and vertically centered on the page. Cut a minimum of 3 x 3 section from the back of the cover and place the circulation tion provides instructions on where to place the Circulation Circuit (tag) and how to e what type of tag to use for books, CDs, audio materials, and kit materials. rmation on the optional Circulation Circuit Programming Station, refer to the Circulation ro ramming Station User Manual. 5When tagging book materials, use the following steps: 1. Place the CircuAvoid metallic covers. If it is necessary to use a metallic cover, photocopy and replace the cover. 2. circuit in this section. Avoid placing the Circulation Circuit over the EAS tags. Your Cover Label options are plain and single barcode. Figure 5-1: Tagging Book Materials Tagging Video Materials hen tagging Video Materials, use the following steps: 5.2. W Intelligent Library System (ILS) 2.0 User Manual Page 5-1
Tagging Procedures The preferred location is on the front inside cover both centered horizontally and vertically. the video label is metallic, place the circulation circuit in the lower front inside cover of the If the ca our Cover Label options are plain and double barcode Ifcase. rd stock is metallic, photocopy and replace the card stock. Y Figure 5-2: Tagging Video Materials 5.3. Tagging CD Materials with a Preprogrammed ng CD Materials with a preprogrammed circulation circuit, use the following steps: 1. Circulation Circuit When taggiDisassemble the CD and place the circulation circuit with the printed barcode coverlabel in the lower right corner. Figure 5-3: Tagging CD Materials with Preprogrammed Circulation Circuit . Reassemble the CD. . Place the second peelable barcode on the back of the CD case. 23 Page 5-2 Intelligent Library System (ILS) 2.0 User Manual
Tagging Procedures Figure 5-4: Tagging CD Materials with Preprogrammed Circulation Circuit 5.4. Tagging CD Materials with Circulation Circuit grammed On-Site Prorogrammed On-Site, use the following plain cover label in the lower ial with 5.5. Tagging Audio Materials When ta The preferre nside front cover, centered horizontally and vertically. . For audio cases that contain tapes on both inside sections of the audio case. Remove the card stock from the outside sleeve of the front cover. Attach the circulation circuit in the sleeve and replace the card stock If the card stock is metallic, photocopy and replace the card stock. Your cover labels options are as follows: When tagging CD Material with Circulation Circuit Psteps: 1. Disassemble CD and place the circulation circuit with right corner 2. Reassemble CD Your cover label options are plain and the recommended application is materexisting barcode labels. gging Audio Materials, use the following steps: d location for the circulation circuit is on the i12. 3. Intelligent Library System (ILS) 2.0 User Manual Page 5-3
Tagging Procedures Plain - Recomprogrammed mended for materials that have barcodes. The circulation circuits are on-site The circulation circuits are pre-Double Barcode - Recommended for new materials. programmed. Figure 5-5: Tagging Audio Materials gging Kit Materials When ta culation circuit on the outside of the bag or on the most valuable library Your cover label options are: new material where the circulation circuit is ed. 5.6. Tagging Kit Materials, use the following steps: • Place the cirmaterial in the kit. Plain - Recommended for material that has barcodes. The circulation circuits are programmed on-site. Single Barcode - Recommended forlocated on the bag or is easily scannDouble Barcode - Recommended for new materials where the printed barcode on thecover label cannot be scanned. Page 5-4 Intelligent Library System (ILS) 2.0 User Manual
Tagging Procedures Figure 5-6: Tagging Kit Materials Intelligent Library System (ILS) 2.0 User Manual Page 5-5
Tagging Procedures NOTES Page 5-6 Intelligent Library System (ILS) 2.0 User Manual
Troubleshooting Guide Chapter 6 Troubleshooting Guide Consult this document for procedures to follow to correct problems that may arise with various ILS components. Follow the steps in the corresponding Solutions section. e olutions er If ght need to be replaced or reconfigured. Proceed to Recovery Section C. Problem If you s Solutiossing your request. Wait a few moments. 2. If it hangs more than 1 minute, follow the instructions. 3. If the video demonstration continues without a slight pause after th ned, -Checkout Station did not register your request. Try another item. The item could be damaged or belong to another library. zes on any screen and does not respond to user input for one minute... Solutio Pro 6.1. Patron Self-Checkout Station Problem Patron Self-Checkout Station does not recognize a valid patron ID when using the BarcodScanner... S1. Make sure the Patron Self-Checkout Station is at the Patron Entry screen (video depicting a patron ID being scanned). If so, make sure you are using the same readdepicted in the video. The Barcode scanner will beep when it reads a valid barcode.it does not, go to Recovery Section A. 2. If the scanner still does not recognize the patron ID, the lens might need to be cleaned. 3. If the problem still persists, the scanner may be damaged and mican an item and nothing happens... ns 1. If the video demonstrating an item checkout stops, the system is procee item is scanthe Patron Self4. If none of the above solutions work, proceed to Recovery Section A. Problem f the Patron Self-Checkout Station freeImore than n ceed to Recovery Section A. Intelligent Library System (ILS) 2.0 User Manual Page 6-1
Troubleshooting Guide ProblemIf the graphics (pictures or videos) are not displaying or are incorrect... Solutio Network connection could have been lost while the Patron Self-Checkout Station was he Patron Self-Checkout Station and AppServer. If the connections are secure, proceed to Recovery Section A. ProblemIf the printer eckout Station printer status reports an error... Solutions several receipts waiting to be printed. Remove each one until all the pending receipts 2. The printer may be out of paper. Refer to the appropriate section of the User Manual to the appropriate section of the User Manual for paper replacement procedures. ProblemIf the Self-CUnknown, w jobs are in the printer queue can cause this problem. A keyboard must be attached to the Patron Self-Checkout 2. Power off the Patron Self-Checkout Station unit, attach a keyboard, and then power it ard during the network logon display. This prevents the Patron Self-Checkout Station program from 3. Go to Settings/Printers. Select File/Open. 4. print jobs that are on hold, and delete them. go to Shutdown - Shutdown. , then power on the Patron Self-Checkout Station. n starting. Check all network connections to t does not print or the Patron Self-Ch1. Check to make sure all the receipts are removed from the printer. There may be are printed. for paper replacement procedures. Go to Contact Section. 3. The printer may be jammed. Refer heck (On the ILS Server) Station Status screen indicates a Printer Status of hen printer is working correctly. Solutions1. Rebooting the Patron Self-Checkout Station when print Station to perform the procedure to correct this condition: back on. Be prepared to hold down one of the shift keys on the keybostarting. Select Start (Press the Windows key or Alt-S). Select the 5. Close the various windows, then shut down the Patron Self-Checkout Station. Usingthe start menu6. Power the unit off, remove the keyboard Page 6-2 Intelligent Library System (ILS) 2.0 User Manual
Troubleshooting Guide Problem If the Touch Screen does not respond... Solutions nnection marked Touch Interface. Make sure this cable is securely plugged in. 2. If all the connections are secure, the Touch Screen may be operating properly but the ut. If so, proceed to Recovery Section A. Note: The Touch Screen monitor must be turned on prior to starting the Patron Self-Checkout Station so that it works with Windows. If the monitor is turned on after starting/restarting the Patron Self-Checkout Station, the Touch Screen won't respond to user input. Power loss could also cause the same result. Problem If the Patron Self-Checkout Station fails to start during power up and there is a screen displaying some kind of error condition... Solutions 1. Let the scandisk program run (blue screen) and wait until it is done. 2. Check all network connections on the Patron Self-Checkout Station and AppServer. Note: I e tron Self-Checkout Stations must be shutdown or details. 6.2. Application Server Problem If a Patron Self-Checkout Station(s) is not displaying in the System Status Display... Solutions 1. Make sure the Patron Self-Checkout Station is started. Look at the Patron Self-Checkout Station and make sure it does not show the message, We are currently unable to provide access to the system. If that message is present, the problem lies with the connection between the Patron Self-Checkout Station and the Application Server, and not with the Application Server itself. Make sure the network is connected and configured properly. 2. If the Patron Self-Checkout Station is behaving normally but is missing from the Station Name listing on the Application Server proceed to Recovery Section B. 1. Check the cable on the back of the monitor which is plugged into the coPatron Self-Checkout Station is not currently accepting input or you are not touchinga hot spot that accepts inp If they display to be secure, proceed to Recovery Section A. f th App Server is shut down or loses power, all the Paand restarted. See Recovery Section B f Intelligent Library System (ILS) 2.0 User Manual Page 6-3
Troubleshooting Guide ProblemIf you have trouble printing a report: Solutio Print a test page using the Windows NT Printer Control Panel. If this is unsuccessful, consult Windows NT's Printing Troubleshooting Guide. If the test page prints successfully proceed to Recovery Section C. Problem If you receive an error message when running a report... Solutions  The printer could be out of paper or there may be a problem with the configuration database, proceed to Recovery Section C. Problem If Exit Alarms do not occur when they should... Solutions 1. There may be a problem with the configuration database, proceed to ecovery 2. Power down and restart each Exit Interrogator. Wait several minutes and trigger an Problem If Host Status shows Offline when it shouldn't... Solutions 1. The Host Status indicator will only be accurate when a Patron Self-Checkout Station is running and properly connected to the Application Server. If there are no Patron Self-Checkout Stations connected, this field can not be updated. 2. Problems that cause the Offline are, 3. Self-Check problem, 4. Host circulation system is down, and /or 5. Connection problem to host. Need to restart the Patron Self-Checkout Station and make sure the connection wire is connected. ns RSection C. exit alarm. If nothing happens, proceed to Recovery Section B. Page 6-4 Intelligent Library System (ILS) 2.0 User Manual
Troubleshooting Guide 6.3. Exit Interrogator Problem If Exit Alarms do not occur when they should... Solutions 1. Power down and restart the Exit Interrogator. Wait a few minutes and trigger an exit alarm. If nothing happens proceed to Recovery Sections D and B. 2. If the alarm shows up in the Exit Alarm display but no alarm occurs, the configuration of the Exit Alarm groups is not correct. Proceed to Recovery Section C. ProbleExit Al Solutio Power down and restart the Exit Interrogator. Wait several minutes and trigger an exit alarm. If nothing happens proceed to Recovery Sections D and B. Problem Exit Alarm occurs when item is checked out Solutions 1. Several conditions could cause this to happen: 2. If the item was checked out while the ILS system was offline to the circulation system and a successful cache sync has not occurred. In this condition, a previously checked out item would alarm following check out and when it is returned. 3. If the item was just checked out using a circulation desk Tag Pad, turn off the Tag Pad used, then turn it back on. If the problem continues, proceed to Recovery Section 4. If the patron used the Self-Check, verify that the item was checkout using a circulation terminal. If not, the customer failed to check the item out. If it was checked out, proceed to Recovery Section C. m arm sound not playing, but an Exit Alarm is displayed on the Application Server... ns D, then C. Intelligent Library System (ILS) 2.0 User Manual Page 6-5
Troubleshooting Guide 6.4. Tag Pad The Tag Pad reader does not recognize a valid item tag... he tag pad is on. The internal ventilation fan should be running. gh the air vents located on the side of the tag pad if the fan is ake sure the power cord is connected to the tag pad and plugged into a power source and that all the remaining cable connections are secure. Refer to the connection diagram. t approximately 30 seconds while the software initializes. Try the items again. If you are still having problems proceed to Recovery Section C. 3. LED indication is on the back of the Tag Pad. Blinking green indicates that the Tag Pad is reading the item ID. If no green blinking occurs, turn in off, then on again the Tag Pad. If you are still having problems proceed to Recovery Section C. If green blinking occurs, and no changes occur on the terminal, proceed to Recovery Section D and C. Problem Item scanned does not display in the terminal (Barcode Reader). Solutions  Turn off the Barcode Reader and turn off the Tag Pad. Then, turn on the Tag Pad again and turn on the Barcode Reader. If you are still having problems proceed to Recovery Section C. Problem Item entered does not display in the terminal (Non-PC Keyboard Wedge). Solutions  Turn off the Non-PC Keyboard Wedge and turn back on the power again. If you are still having problems proceed to Recovery Section C. 6.5. Recovery Procedures Follow the steps outlined in the section to which you were directed. If the recovery steps fail to correct the problems, contact Technical Support. Section A - Restarting the Patron Self-Checkout Station 1. Power off the Patron Self-Checkout Station by using the power switch located at the rear of the station case. 2. Wait approximately 10 seconds after power off, then power on the station. Problem olutions S1. Check to make sure tYou can feel air throurunning. Check to m2. If the tag pad is on and the item ID is still not recognized try a different item ID. If several items are not scanned, power off then power on the tag pad. Wai Page 6-6 Intelligent Library System (ILS) 2.0 User Manual
Troubleshooting Guide 3. If scandisk (blue screen) displays after, wait until it automatically scans the disk by itself. inutes to process. It will detect any bad sectors and corrupted on the hard disk. You should not have to start any of the applications on the applications will start automatically. m Restart y using the power switch located hutdown the RFID Application Server by selecting its icon on the Windows pop-up ask Bar. button. ages display close them by clicking on Abort or OK or Cancel. You should not have to start any of the applications on the Patron Self-Checkout Station. All necessary applications will start automatically. upport em and what steps you had taken already. Please refer to Contact Section. D Application Server program Restart ng its icon on the Windows taskbar. 3. If any error messages display close them by clicking on or or l e RFID Application Server to automatically be launched by the Patron Self- (should be running). rt the RFID Application This will take several mfiles Patron Self-Checkout Station. All necessary Section B - Complete Syste1. Power off all of the Patron Self-Checkout Stations bat the rear of the station case. 2. ST3. Locate and click the Shutdown4. If any error mess5. Shutdown and restart the server computer. 6. After the RFID Application Server program is restarted, power on the Patron Self-Checkout Stations. Section C - Technical S Before calling technical support please note the date and time of the probl Section D - RFI1. Shutdown the Application Server by selecti2. Locate and click the Shutdown button. Abort OK Cance4. Allow thCheckout Station5. If the programServer by selec does not start within about a minute, stating it in the Start menu under Applications\RFID. Intelligent Library System (ILS) 2.0 User Manual Page 6-7
Troubleshooting Guide 6.6. System Connection Diagram Figure 6-1: System Connection Diagram 6.7. Contacts For Technical support: Checkpoint Technical Support (800) 257-5540 x4100 The contact and ordering information for the printer paper required for the Patron Self-Checkout Station is: John Waldron Instruments & Equipment Co. 800-432-1255 Part #: TRF-82-8 Reference Checkpoint when ordering paper Page 6-8 Intelligent Library System (ILS) 2.0 User Manual
System Maintenance Guide Intelligent Library System (ILS) 2.0 User Manual Page 7-1 Chapter 7 System Maintenance Guide The following section contains detailed instructions for executing various system maintenance tasks. 7.1. Transaction Database Backup After long periods of use, the ILS Transaction database can become quite large if a purge is not performed regularly. But prior to permanently purging database records and losing them permanently, a backup of the database can be performed to preserve these records as long as they are desired. The location of the Transaction database varies depending on the directory chosen for installation of the ILS software. The base directory of the ILS software will typically be C:\RFID. Wherever the location of the RFID directory, the Transaction database will always be located under RFID\Applications\DB\TransCoord\. The filename is transaction.mdb. Creating a temporary backup is recommended prior to performing a purge. 1. Open Windows Explorer. 2. Navigate to the RFID\Applications\DB\TransCoord\ directory. 3. Right-click on transaction.mdb. Select Copy. 4. Navigate to the folder you would like to store the backup copy. 5. Right-click on white space within that folder's file listing. Select Paste. 6. It is advisable to rename the backup file. Click on the file to select it. 7. Press F2. 8. Type the new name of the backup file. Make sure you preserve the .mdb extension. 9. Press Enter. 7.2. Application Server Tape Backup and Restore The following serves as a guideline for backing up all files on a server and restoring them as needed. Your steps may vary slightly. Backup 1. In order to perform a complete backup, the ILS Server application must be exited and you must be logged in as an Administrator. First, follow the procedures in this document (4.7.1 Shutdown Button) for shutting down the ILS Server.
System Maintenance Guide Page 7-2 Intelligent Library System (ILS) 2.0 User Manual 2. In order to logon as Administrator, the Autolog program must be disabled. Select Run from the Start menu. 3. Enter Autolog. 4. Select Disable Autolog and press OK. 5. Select Shutdown from the Start menu. 6. Select Close All Programs and Log on as a Different User. Press OK. 7. Log on as Administrator. 8. The ILS Server will automatically launch. Wait for it to complete and then shut down the program again. 9. Launch the Windows NT backup program. It is located in the Start menu under Programs / Administrative Tools. 10. In the Drives window, select the drive that you want to back up. 11. On the Select menu, click Check. 12. On the Operations menu, click Backup. 13. When the backup is complete logoff, then log back on as RFIDSRV. Once logged back in enable the Autolog process (refer to steps 2-4 above) by entering the appropriate password and selecting Enable Auto Logon. Restore 1. Follow steps 1 through 9 from the backup instructions. 2. To restore individual files in a backup set on a tape: in the Tapes window, load the catalog of the backup set from which you want to restore certain files. 3. Select all the files you want to restore using the appropriate method: 4. To select contiguous files, click the first filename, hold down SHIFT, and click the last contiguous filename. 5. To select non-contiguous files, click a filename, hold down CTRL, and click each filename. 6. On the Select menu, click Check. A check mark displays in the check box for each selected file. 7. On the Operations menu, click Restore.
System Maintenance Guide Intelligent Library System (ILS) 2.0 User Manual Page 7-3 7.3. Patron Self-Checkout Station Printer Paper Reloading Use the following procedure to reload the paper in the patron self-checkout station. 1. Remove the printer cover from the Self-Checkout Station chassis. 2. Insert a tool (small screwdriver) into the printer cover access hole and push against the cover release button. OPEN Lever Figure 7-1: Patron Self-Checkout Station Printer Paper Reloading – Roll Release 3. Remove the used paper roll core from the printer. 4. Install the paper roll. Arm Paper roll • Remove the arm from the frame and install the paper roll Figure 7-2: Patron Self-Checkout Station Printer Paper Reloading – Roll Installation
System Maintenance Guide Page 7-4 Intelligent Library System (ILS) 2.0 User Manual 5. Pass the paper over the damper shaft, then pass it under the thermal head and cutter guide. 6. Feed the paper until the end enters the presenter's roller. Cutter’s Guide Figure 7-3: Patron Self-Checkout Station Printer Paper Reloading – Cutter’s Guide 7. Firmly press the areas indicated with crosshatches on the thermal head until the lever is reset. Figure 7-4: Patron Self-Checkout Station Printer Paper Reloading – Crosshatches 8. Carefully place the paper roll on the frame, then wind the roll to remove any slack in the paper. (Incorrectly installing the paper roll may bend the frame or cause a paper jam.)
System Maintenance Guide Intelligent Library System (ILS) 2.0 User Manual Page 7-5 Figure 7-5: Patron Self-Checkout Station Printer Paper Reloading – Winding Roll 9. Press the RESUME button indicated by the arrow. Figure 7-6: Patron Self-Checkout Station Printer Paper Reloading – Resume Button
System Maintenance Guide Page 7-6 Intelligent Library System (ILS) 2.0 User Manual 7.4. Safety Warnings Barcode Scanner: LASER RADIATION DO NOT STARE INTO BEAM CLASS 2 LASER PRODUCT See the Metrologic Instruments IS 4110 and IS4120 ScanQuestP®P Laser Scan Engine Installation and User’s Guide on other Safety intructions, warnings and technical specifications.
System Maintenance Guide Intelligent Library System (ILS) 2.0 User Manual Page 7-7 7.5. Specifications Mechanical Dimensions: 29 “ L x 20.75 " W x 6.25 " H (736.60 mm x 527.05 mm x 158.75 mm) Weight: 26 lbs. ( 9.7 kg) Materials: Acrylic / PVC alloy Monitor: See the Planar PT1503NT User’s Manual. Electrical Emissions: FCC Part 15, RSS 210, ETSI 300 330 Compliant Immunity: ETSI 301489 Compliant RF Transmit Frequency: 13.56 MHz Demodulation type: AM Read range: Up to 10” with a 2.1” x 2.1” Circulation CircuitP®P Console Power Requirements: 24 VDC, 50-60 Hz, 1.6 A Safety: Requires dedicated circuit to prevent power surges and spikes from damaging the system. Requires power strip with power and modern surge protection. UL/cUL 60950-1 compliant. Interfaces Diagnostics: RS-232 Host: IEEE 802.3, 10 Base-T Ethernet, NE 2000 Compatible Read range Peripherals Monitor: Touch Screen 15" flat screen - standard Printer: Star Micronics TSP 600 Series (643C) Patron Card Reader (standard): Metrologic IS 4120 Power Supply: 90-264 VAC, 47 – 63 Hz IEC input, 24 VDC @ 4A output, UL Listed Environmental Operating temperature: 32 degrees F to 104 degrees F (0 degrees C to 40 degrees C) Storage Temperature: -22 degrees to 140 degrees F ( -30 degrees C to 60 degrees C) Storage/operating humidity 5% to 95%, non-condensing Tag Compatibility RFID Based Circulation Circuit
System Maintenance Guide Page 7-8 Intelligent Library System (ILS) 2.0 User Manual NOTES

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