<itemizedlist>
<listitem>
- <para><emphasis>Get there:</emphasis> More > Tools > Patrons
- and Circulation > Patron Card Creator</para>
+ <para><emphasis>Get there:</emphasis> More > Tools > Patron Card Creator</para>
</listitem>
</itemizedlist>
- <para>The Patron Card Creator allow you to use layouts and templates
- which you design to print a nearly unlimited variety of patron cards
- including barcodes. Here are some of the features of the Patron Card
- Creator module:</para>
+ <para>The Patron Card Creator allow you to use layouts and templates which you design to
+ print your custom patron cards on your printer. Here are some of the features of the
+ Patron Card Creator module:</para>
<itemizedlist>
<listitem>
- <para>Customize patron card layouts</para>
+ <para>Customize patron card layouts with text retrieved from the Koha patron data</para>
</listitem>
<listitem>
- <para>Design custom card templates for printed patron cards</para>
+ <para>Design custom card templates for printed patron cards (to match the label
+ sheets)</para>
</listitem>
<listitem>
- <para>Build and manage batches of patron cards</para>
- </listitem>
-
- <listitem>
- <para>Export single or multiple batches</para>
+ <para>Build and manage batches of patron cards to print</para>
</listitem>
<listitem>
- <para>Export single or multiple patron cards from within a
- batch</para>
+ <para>Export (as PDF) single or multiple batches to print</para>
</listitem>
<listitem>
- <para>Export card data as a PDF readable by any standard PDF
- reader, making patron cards printable directly on a printer</para>
+ <para>Export (as PDF) single or multiple patron cards from within a batch</para>
</listitem>
</itemizedlist>
- <para>At the top of each screen within the Patron Card Creator, you
- will see a toolbar allowing quick access to relevant functions. The
- menu to the left of each screen also allows easy access to the
- different sections of the Patron Card Creator. The bread crumb trail
- near the top of each screen will give specific indication as to where
- you are within the Patron Card Creator module and allow quick
- navigation to previously traversed sections. And finally, you can find
- more detailed information on each section of the Patron Card Creator
- by clicking the online help link at the upper left-hand corner of
- every page.</para>
-
- <section id="patrontemplate">
- <title>Templates</title>
-
+ <para><screenshot>
+ <screeninfo>Patron Card Creator</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/patroncardhome.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>At the top of each screen within the Patron Card Creator, you will see a
+ toolbar allowing quick access to relevant functions. The menu to the left of each screen
+ also allows easy access to the different sections of the Patron Card Creator. The bread
+ crumb trail at the top left of each screen will give specific indication as to where you
+ are within the Patron Card Creator module and allow quick navigation to previously
+ traversed sections. Finally, you can find more detailed information on each section of the
+ Patron Card Creator by clicking the 'Help' link at the upper right-hand corner of every
+ page.</para>
+ <section id="cardlayouts">
+ <title>Layouts</title>
<itemizedlist>
<listitem>
- <para><emphasis>Get there:</emphasis> More > Tools >
- Patron Card Creator > Templates</para>
+ <para><emphasis>Get there:</emphasis> More > Tools > Patron Card Creator >
+ Manage layouts</para>
</listitem>
</itemizedlist>
-
- <para>A template is the label/card stock you are using. This might
- be Avery 5160 for address labels, Gaylord 47-284 for spine labels or
- Avery 28371 for your patron cards, just to give a couple of
- examples. These labels will include all of the information you will
- need for setting up a Koha, this information may be on the
- packaging, and if not it can usually be found on the vendor's
- website.</para>
-
- <section id="addcardtemplate">
- <title>Add a Template</title>
-
- <para>To add a new template, you want to click on the 'Templates'
- button at the top of your page and choose 'New Template'</para>
-
- <screenshot>
- <screeninfo>New Template Button</screeninfo>
-
- <mediaobject>
- <imageobject>
- <imagedata fileref="images/tools/patroncards/newtemplate.png"/>
- </imageobject>
- </mediaobject>
- </screenshot>
-
- <para>Using the form that appears you can define the template for
- your sheet of labels or cards.</para>
-
+ <para>A layout defines the text and images that will be printed on to the card and where
+ it will appear. <note>
+ <para>Up to three lines of text, the patron's number in barcode representation and up
+ to two images can be printed on to the card.</para>
+ </note></para>
+ <section id="addcardlayout">
+ <title>Add a Layout</title>
+ <para>If you have no layouts defined, you will add a new layout by clicking the 'New
+ layout' button at the top of your screen.<screenshot>
+ <screeninfo>New layout button</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/newbuttons.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>You may also choose to press 'Manage layout' on the left side. Here you are
+ offered a list of available layouts you can select for editing. But at the top of the
+ page there is still the 'New layout' button.</para>
<screenshot>
- <screeninfo>Add Patron Card Template</screeninfo>
-
+ <screeninfo>Add New Layout</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/edittemplate.png"/>
+ <imagedata fileref="images/tools/patroncards/addlayout.png"/>
</imageobject>
</mediaobject>
</screenshot>
-
<itemizedlist>
<listitem>
- <para>Template ID will be automatically generated after saving
- your template, this is simply a system generated unique
- id</para>
- </listitem>
-
- <listitem>
- <para>Template Code should be something you can use to
- identify your template on a list of templates</para>
+ <para>The name you assign to the layout is for your benefit, name it something that
+ will be easy to identify at a later date</para>
</listitem>
-
<listitem>
- <para>You can use the Template Description to add additional
- information about the template</para>
- </listitem>
-
- <listitem>
- <para>The Units pull down is used to define what measurement
- scale you're going to be using for the template. This should
- probably match the unit of measurement used on the template
- description provided by the product vendor.</para>
-
+ <para>The Units pull down is used to define what measurement scale you're going to
+ be using for your layout.</para>
<screenshot>
- <screeninfo>Measurement Units</screeninfo>
-
+ <screeninfo>Units of Measurement</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/tools/patroncards/units.png"/>
</imageobject>
</mediaobject>
</screenshot>
+ <itemizedlist>
+ <listitem>
+ <note>
+ <para>A Postscript Point is 1/72" an Adoba Agate is 1/64", an Inch is 25.4 SI
+ Millimeters </para>
+ </note>
+ </listitem>
+ </itemizedlist>
</listitem>
-
<listitem>
- <para>The measurements can be found on the vendor product
- packaging or website.</para>
+ <para>Next note if this layout is for the front or the back of the patron
+ card</para>
+ <itemizedlist>
+ <listitem>
+ <para>
+ <note>
+ <para>You will need a layout for both the front and back of your card if you
+ have 2-sided library cards, this option doesn't allow you to print two
+ sided cards, just lets you track which side of the card you're
+ designing.</para>
+ </note>
+ </para>
+ </listitem>
+ </itemizedlist>
</listitem>
-
<listitem>
- <para>A profile is a set of "adjustments" applied to a given
- template just prior to printing which compensates for
- anomalies unique and peculiar to a given printer (to which the
- profile is assigned).</para>
-
+ <para>You have the option of adding up to 3 lines of text to your card. Your text
+ can be static text of your choosing and/or fields from the patron record. If you
+ want to print fields from the patron record you want to put the field names in
+ brackets like so - <firstname><itemizedlist>
+ <listitem>
+ <note>
+ <para>A full list of field names can be found in the database schema at
+ <ulink url="http://schema.koha-community.org"
+ >http://schema.koha-community.org</ulink></para>
+ </note>
+ </listitem>
+ </itemizedlist></para>
+ </listitem>
+ <listitem>
+ <para>For each line of text, you can choose your font, font size and the location of
+ the text on the card using the lower X and Y coordinates</para>
+ </listitem>
+ <listitem>
+ <para>In order to show the barcode and the patron card number you will need to check
+ the 'Print Card Number as Barcode' option. This will turn the patron card number
+ into a barcode. If you want the number to print in human readable format you will
+ need to check the 'Print Card Number as Text Under Barcode' option.</para>
+ </listitem>
+ <listitem>
+ <para>Finally you can choose up to two images to print on the card.</para>
<itemizedlist>
<listitem>
- <para>Before picking a profile try printing some sample
- cards so that you can easily define a profile that is
- right for your printer/template combination.</para>
+ <para>One can be the <link linkend="uploadpatronimages">patron image</link>
+ which you can resize to meet your needs.</para>
</listitem>
-
<listitem>
- <para>After finding any anomalies in the printed document,
- <link linkend="addcardprofile">create a profile</link> and
- assign it to the template.</para>
+ <para>The other image can be something like a library logo or symbol that you
+ uploaded using the '<link linkend="managecardimages">Manage Images</link>'
+ module of the Patron Card Creator Tool.</para>
</listitem>
</itemizedlist>
</listitem>
</itemizedlist>
-
- <para>After saving, your templates will appear on the 'Manage
- Templates' page.</para>
-
+ <para><important>
+ <para>It is the designers responsibility to define textlines, barcode and images
+ such that overlap is avoided.</para>
+ </important>After saving, your layouts will appear on the 'Manage layouts'
+ page.</para>
<screenshot>
- <screeninfo>Manage Templates</screeninfo>
-
+ <screeninfo>Manage Layouts</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/managetemplates.png"/>
+ <imagedata fileref="images/tools/patroncards/managelayouts.png"/>
</imageobject>
</mediaobject>
</screenshot>
</section>
</section>
- <section id="patronprofile">
- <title>Profiles</title>
+ <section id="patrontemplate">
+ <title>Templates</title>
<itemizedlist>
<listitem>
- <para><emphasis>Get there:</emphasis> More > Tools >
- Patron Card Creator > Profiles</para>
+ <para><emphasis>Get there:</emphasis> More > Tools > Patron Card Creator >
+ Manage templates</para>
</listitem>
</itemizedlist>
- <para>A profile is a set of "adjustments" applied to a given <link linkend="patrontemplate">template</link> just prior to printing
- which compensates for anomalies unique and peculiar to a given
- printer (to which the profile is assigned). This means if you set a
- template up and then print a sample set of data and find that the
- items are not all aligned the same on each card, you need to set up
- a profile for each printer to make up for the differences in
- printing styles, such as the shifting of text to the left, right,
- top or bottom.</para>
-
- <para>If your cards are printing just the way you want, you will not
- need a profile.</para>
-
- <section id="addcardprofile">
- <title>Add a Profile</title>
+ <para>A template describes the arrangement of labels on the label sheet/card stock you are
+ using. This might be Avery 5160 for address labels, Gaylord 47-284 for spine labels or
+ Avery 28371 for your patron cards, just to give a couple of examples. All of the
+ information you will need for setting up a template may be on the packaging, and if not
+ it can usually be found on the vendor's website or can be measured from a sample
+ sheet.</para>
- <para>To add a new profile, you want to click on the 'Profiles'
- button at the top of your page and choose 'New Profile'</para>
+ <section id="addcardtemplate">
+ <title>Add a Template</title>
+ <para>To add a new template click on the 'New template' button at the top of your page
+ which brings you to the Edit template form immediately. You may also choose to press
+ 'Manage templates' on the left side. Here you are offered a list of available
+ templates you can select for editing. But in the top of the page there is still the
+ 'New template' button.</para>
<screenshot>
- <screeninfo>New Profile Button</screeninfo>
-
+ <screeninfo>New template button</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/newprofile.png"/>
+ <imagedata fileref="images/tools/patroncards/newbuttons.png"/>
</imageobject>
</mediaobject>
</screenshot>
- <para>Using the form that appears you can create a profile to fix
- any problems with your template.</para>
+ <para>Using the form that appears after pressing either 'Edit' or 'New template'you can
+ define the template for your sheet of labels or cards. </para>
<screenshot>
- <screeninfo>Add Printer Profile</screeninfo>
+ <screeninfo>Add Patron Card Template</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/addprofile.png"/>
+ <imagedata fileref="images/tools/patroncards/edittemplate.png"/>
</imageobject>
</mediaobject>
</screenshot>
<itemizedlist>
<listitem>
- <para>The Printer Name and Paper Bin do not have to match your
- printer exactly, they are for your reference so you can
- remember what printer you have set the profile for. So if you
- want to use the Printer model number in printer name or you
- can call it 'the printer on my desk'</para>
+ <para>Template ID is simply a system generated unique id</para>
</listitem>
<listitem>
- <para>Template will be filled in once you have chosen which
- template to apply the profile to on the <link linkend="addcardtemplate">template edit form</link></para>
+ <para>Template Code should be the name of this template to identify it on a list of
+ templates</para>
</listitem>
<listitem>
- <para>The Units pull down is used to define what measurement
- scale you're going to be using for your profile.</para>
+ <para>You can use the Template Description to add additional
+ information about the template</para>
+ </listitem>
+ <listitem>
+ <para>The Units pull down is used to define what measurement scale you're going to
+ be using for the template. </para>
<screenshot>
- <screeninfo>Units of Measurement</screeninfo>
-
+ <screeninfo>Measurement Units</screeninfo>
<mediaobject>
<imageobject>
<imagedata fileref="images/tools/patroncards/units.png"/>
</imageobject>
</mediaobject>
</screenshot>
+ <itemizedlist>
+ <listitem>
+ <note>
+ <para>A Postscript Point is 1/72" an Adoba Agate is 1/64", an Inch is 25.4 SI
+ Millimeters </para>
+ </note>
+ </listitem>
+ </itemizedlist>
</listitem>
<listitem>
- <para>Offset describes what happens when the entire image is
- off center either vertically or horizontally and creep
- describes a condition where the distance between the labels
- changes across the page or up and down the page</para>
+ <para>The measurements (page height, page width, card width, card height) may be on
+ the packaging, and if not it can usually be found on the vendor's website or can
+ be measured from a sample sheet.</para>
+ </listitem>
+
+ <listitem>
+ <para>A profile is a set of "adjustments" applied to a given template just prior to
+ printing which compensates for anomalies unique and peculiar to a given printer
+ (to which the profile is assigned). </para>
<itemizedlist>
<listitem>
- <para>For these values, negative numbers move the error up
- and to the left and positive numbers move the error down
- and to the right</para>
+ <para>Before defining a profile try printing some sample cards so that you can
+ take measurements to define a profile to perform the right adjustments for
+ your printer/template combination.</para>
</listitem>
<listitem>
- <para>Example: the text is .25" from the left edge of the
- first label, .28" from the left edge of the second label
- and .31" from the left edge of the third label. This means
- the horizontal creep should be set to .03" to make up for
- this difference.</para>
+ <para>After finding and documenting any anomalies in the printed document, then
+ you can <link linkend="addcardprofile">create a profile</link> and assign it
+ to the template.</para>
+ </listitem>
+ <listitem>
+ <para>
+ <important>
+ <para>Do not specify a profile unless needed, i.e. do not click to define a
+ printer profile. It is not possible to remove a profile from a template
+ but you can switch to another profile. </para>
+ </important>
+ </para>
+ </listitem>
+ <listitem>
+ <note>
+ <para>If you are using different printers you may be required to define
+ several templates that are identical only different profiles are
+ specified.</para>
+ </note>
</listitem>
</itemizedlist>
</listitem>
</itemizedlist>
- <para>After saving, your profiles will appear on the 'Manage
- Profiles' page.</para>
+ <para>After saving, your templates will appear on the 'Manage templates' page.</para>
<screenshot>
- <screeninfo>Manage Profiles</screeninfo>
+ <screeninfo>Manage Templates</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/manageprofiles.png"/>
+ <imagedata fileref="images/tools/patroncards/managetemplates.png"/>
</imageobject>
</mediaobject>
</screenshot>
-
- <para>Once you have saved your new profile, you can return to the
- list of templates and choose to edit the template that this
- profile is for.</para>
</section>
</section>
- <section id="cardlayouts">
- <title>Layouts</title>
+ <section id="patronprofile">
+ <title>Profiles</title>
<itemizedlist>
<listitem>
- <para><emphasis>Get there:</emphasis> More > Tools >
- Patron Card Creator > Layouts</para>
+ <para><emphasis>Get there:</emphasis> More > Tools > Patron Card Creator >
+ Manage profiles</para>
</listitem>
</itemizedlist>
- <para>A layout defines the text and images that will be printed on
- to the card and where it will appear.</para>
+ <para>A profile is a set of "adjustments" applied to a given <link
+ linkend="patrontemplate">template</link> just prior to printing which compensates for
+ anomalies unique and peculiar to a given printer. This means if you set a template up
+ and then print a sample set of data and find that the items are not all aligned the same
+ on each card, you need to set up a profile for each printer (or even different tray
+ selections on the same printer) to make up for the differences in printing styles, such
+ as the shifting of text to the left, right, top or bottom.</para>
- <section id="addcardlayout">
- <title>Add a Layout</title>
+ <para>If your cards are printing just the way you want, you will not
+ need a profile.</para>
- <para>To add a new layout, you want to click on the 'Layouts'
- button at the top of your page and choose 'New Layout'</para>
+ <section id="addcardprofile">
+ <title>Add a Profile</title>
+
+ <para>To add a new profile, you want to click on the 'Profiles'
+ button at the top of your page and choose 'New Profile'</para>
<screenshot>
- <screeninfo>New Layout Button</screeninfo>
+ <screeninfo>New Profile Button</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/newlayout.png"/>
+ <imagedata fileref="images/tools/patroncards/newbuttons.png"/>
</imageobject>
</mediaobject>
</screenshot>
-
- <para>Using the form that appears you can create a profile to fix
- any problems with your template.</para>
+ <para>To add a new profile, you want to click on the 'New profile' button at the top of
+ your page. Using the form that appears you can define the values to correct the card
+ misalignments on your label sheet. You may also choose 'Manage profiles' on the left
+ side and select one of the currently available profiles for editing.</para>
<screenshot>
- <screeninfo>Add New Layout</screeninfo>
+ <screeninfo>Add Printer Profile</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/addlayout.png"/>
+ <imagedata fileref="images/tools/patroncards/addprofile.png"/>
</imageobject>
</mediaobject>
</screenshot>
<itemizedlist>
<listitem>
- <para>The name you assign to the layout is for your benefit,
- name it something that will be easy to identify at a later
- date</para>
+ <para>The Printer Name and Paper Bin do not have to match your printer exactly, they
+ are for your reference so you can remember what printer you have set the profile
+ for. <itemizedlist>
+ <listitem>
+ <para>
+ <note>
+ <para>For example: if you want to use the Printer model number in printer
+ name you can, or you can call it 'the printer on my desk'</para>
+ </note>
+ </para>
+ </listitem>
+ </itemizedlist></para>
+ </listitem>
+
+ <listitem>
+ <para>Template will be filled in once you have chosen which
+ template to apply the profile to on the <link linkend="addcardtemplate">template edit form</link></para>
</listitem>
<listitem>
<para>The Units pull down is used to define what measurement
- scale you're going to be using for your layout.</para>
+ scale you're going to be using for your profile.</para>
<screenshot>
<screeninfo>Units of Measurement</screeninfo>
</imageobject>
</mediaobject>
</screenshot>
- </listitem>
-
- <listitem>
- <para>Next note if this layout is for the front or the back of
- the patron card</para>
-
<itemizedlist>
<listitem>
- <para>You will need a layout for both the front and back
- of your card if you have 2-sided library cards</para>
+ <note>
+ <para>A Postscript Point is 1/72" an Adoba Agate is 1/64", an Inch is 25.4 SI
+ Millimeters </para>
+ </note>
</listitem>
</itemizedlist>
</listitem>
<listitem>
- <para>You have the option of adding up to 3 lines of text to
- your card. Your text can be static text of your choosing
- and/or fields from the patron record. If you want to print
- fields from the patron record you want to put the field names
- in brackets like so - <firstname></para>
- </listitem>
-
- <listitem>
- <para>For each line of text, you can choose your font, font
- size and the location of the text on the card using the lower
- X and Y coordinates</para>
- </listitem>
-
- <listitem>
- <para>In order to show the barcode and the patron card number
- you will need to check the 'Print Card Number as Barcode'
- option. This will turn the patron card number into a barcode.
- If you want the number to print in human readable format you
- will need to check the 'Print Card Number as Text Under
- Barcode' option.</para>
- </listitem>
-
- <listitem>
- <para>Finally you can choose up to two images to print on the
- card.</para>
-
- <itemizedlist>
- <listitem>
- <para>One can be the <link linkend="uploadpatronimages">patron image</link> which you
- can resize to meet your needs.</para>
- </listitem>
-
+ <para>Offset should be used when the entire image is off center either vertically or
+ horizontally. Creep describes a condition where the distance between the labels changes
+ across the page or up and down the page<itemizedlist>
+ <listitem>
+ <para>For offset and creep values, negative numbers move the printed
+ information up and to the left on the printed sheet and positive numbers
+ move down and to the right</para>
+ </listitem>
<listitem>
- <para>The other image can be something like a library logo
- or symbol that you uploaded using the '<link linkend="managecardimages">Manage Images</link>' module of
- the Patron Card Creator Tool.</para>
+ <para>Example: the text is printed 0 .25" from the left edge of the first label,
+ 0 .28" from the left edge of the second label and 0 .31" from the left edge of
+ the third label. This means the horizontal creep should be set to (minus)
+ -0.03 " to make up for this difference.</para>
</listitem>
- </itemizedlist>
+ </itemizedlist></para>
</listitem>
</itemizedlist>
- <para>After saving, your layouts will appear on the 'Manage
- Layouts' page.</para>
+ <para>After saving, your profiles will appear on the 'Manage
+ Profiles' page.</para>
<screenshot>
- <screeninfo>Manage Layouts</screeninfo>
+ <screeninfo>Manage Profiles</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/managelayouts.png"/>
+ <imagedata fileref="images/tools/patroncards/manageprofiles.png"/>
</imageobject>
</mediaobject>
</screenshot>
+
+ <para>Once you have saved your new profile, you can return to the
+ list of templates and choose to edit the template that this
+ profile is for.</para>
</section>
</section>
<itemizedlist>
<listitem>
- <para><emphasis>Get there:</emphasis> More > Tools >
- Patron Card Creator > Batches</para>
+ <para><emphasis>Get there:</emphasis> More > Tools > Patron Card Creator >
+ Manage batches</para>
</listitem>
</itemizedlist>
<section id="addcardbatch">
<title>Add a Batch</title>
- <para>To add a new batch, you want to click on the 'Batches'
- button at the top of your page and choose 'New Batch'</para>
+ <para>To add a new batch, you want to click on the 'New batches' button at the top of
+ your page. Choosing the menu item 'Manage batches' on the left a list of already
+ defined batches is displayed. In this display you can either select a batch for
+ editing or add a new batch.</para>
<screenshot>
<screeninfo>New Batch Button</screeninfo>
<mediaobject>
<imageobject>
- <imagedata fileref="images/tools/patroncards/newbatch.png"/>
+ <imagedata fileref="images/tools/patroncards/newbuttons.png"/>
</imageobject>
</mediaobject>
</screenshot>
+ <para> For a new batch a message pops up and directs you to select patrons to be
+ processed in this batch.<screenshot>
+ <screeninfo>No items in batch</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/noitemsbatch.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
- <para/>
+ <para>After choosing the 'Add item(s)' button the Patron Search window pops up.<screenshot>
+ <screeninfo>Patron search</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/patronsearch.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>From here you can search for patrons to add to your batch by any part of their
+ name, their category and/or library. Entering * in the search box will display all the
+ patrons. <screenshot>
+ <screeninfo>Patron search results</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/addpatrons.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>From the results you can add patrons to the batch by clicking the 'Add' button.
+ After adding patrons from the results you can start over and perform another search or
+ click 'Close' at the bottom of the screen to indicate that you are done. You will then
+ be presented with your batch.<screenshot>
+ <screeninfo>Patron batch</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/batchsummary.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>If you are satisfied with your batch you can proceed to export. If you want to
+ correct or even delete that batch the buttons to do so can be found at the top of your
+ screen. You can always come back here through the 'Manage batches' menu item. </para>
+ <para>If you would like to export all patron cards you can click 'Export batch'
+ otherwise you can choose specific patrons to print cards for by checking the box to
+ the right of their names and then choose 'Export item(s)' at the top. </para>
+ <para>The export menu will ask you to choose a template, a layout and starting position
+ (where on the sheet should printing begin).<note>
+ <para>For the starting position if the first 6 labels have already been used on your
+ sheet you can start printing on label in position 7 on the sheet. The labels are
+ numbered left to right from top to bottom.</para>
+ </note><screenshot>
+ <screeninfo>Export batch</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/export.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>Once you click 'Export' you will be presented with a PDF of your labels for printing<screenshot>
+ <screeninfo>PDF Export</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/pdf.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot></para>
+ <para>When you open the PDF you will see the cards for printing</para>
+ <screenshot>
+ <screeninfo>Final cards</screeninfo>
+ <mediaobject>
+ <imageobject>
+ <imagedata fileref="images/tools/patroncards/cards.png"/>
+ </imageobject>
+ </mediaobject>
+ </screenshot>
+ <para>The above image shows a layout that is made up of two textlines. The first one is
+ just plain text, the second one is composed of the <firstname> <surname> fields.
+ A patron image is printed (if available) and the barcode of patrons number is
+ displayed in code 39. All this is printed on a template with three columns and 8 rows
+ using position 1-3 here. When printing this PDF please take care that your printer
+ doesn't rescale the PDF (e.g do not fit to paper size) otherwise the printer will not
+ be able to print to the right place per your templates.</para>
</section>
</section>
projects / kohadocs.git / commitdiff
