..... Intelligent Library System Open Plus (ILS) 3.0 ...................................
Intelligent Library System Open Plus 3.0 (ILS) User Guide Copyright © 3/21/06 by Checkpoint Systems Inc. Released March 21, 2006. Published by: Checkpoint Systems Inc. 101 Wolf Drive Thorofare, NJ 08086 1st Edition - August -2005 Part number: 7216425 For use with Checkpoint’s Intelligent Library System Open Plus Version 3.0. Checkpoint, Circulation Circuit, Intelligent Library System Open Plus are registered trademarks of Checkpoint Systems, Inc. All rights reserved.
Important Information to our Users in North America 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.
Important Information to our Users in Europe 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.
TABLE OF CONTENTS Introduction..............................................................................................................................................1-1 Library Network Topology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-3 Single Branch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Synchronizing the Checkout Cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-8 Downloading Inventory from the Portable Reader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2-10 Generating Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11 Specifying a Time Period for Any Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Collecting Inventory Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-12 Transferring Inventory Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-16 Searching the Inventory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-17 Preparing an Item Search List File . . . . . . . . . . . . . . . . . . . . .
Inserting Paper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-5 Running a Self-Test . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-6 Installing the Cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6-6 Installing a Power Switch Cover . . . . . . . . . . . . .
Using DiscMate......................................................................................................................................10-1 Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10-1 LEDs on the Intelligent Unlocking Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-2 Using the Standard Unlocking Station . . . . . . . . . .
Staff Station Reader Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12-6 Valid Circuit Not Recognized . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-6 Scanned Item Does Not Display on Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12-7 Recovery Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
CHAPTER INTRODUCTION CHAPTER0 The Intelligent Library System Open Plus 3.0 (ILS) is an integrated security tracking and database system that maintains a library’s collection using Radio Frequency Identification (RFID) to wirelessly coordinate the subscription status of library materials. This protects collections, streamlines operations, and improves patron service. When using ILS, libraries reduce losses, enhance staff productivity, increase circulation flow, and improve patron satisfaction.
The following configuration illustrates an example of the ILS components and connections in a typical ILS setup. RFID ISO Tag Tag Programming Station Self-Checkout Station Staff Station Reader Intelligent Sensors Intelligent Library Controller Library Management System Portable Reader Figure 1.1 Sample Intelligent Library System Components Note: 1-2 Your specific ILS configuration may not include one or more of the components shown. ILS 2.
Library Network Topology In addition to supporting the Single Branch topology, ILS Version 3.0 supports the following library topologies: • “Single Branch” • “Single Server, Multi-Branch Architecture” • “Peer-to-Peer Communication” Figure 1.2 depicts the library network topologies supported by ILS Version 3.0. Single Branch Application Server Single Server, Multi-Branch Local Security Controller Peer Branch Main Branch Main Branch Peer-to-Peer = branch Peer Branch Peer Branch Figure 1.
Single Server, Multi-Branch Architecture New with this release, ILS Version 3.0 enables a single server to manage the circulation of not only its only branch but multiple remote branches as well, granting the administrator greater power and ease to manage the entire system. In this scenario, Local Security Controllers are used to assist the Application Server. The Local Security Controller (LSC) is a combination hardware and software solution for a multi-branch ILS deployment.
Document Overview This manual provides a general overview of the ILS technology and illustrates the use and operation of each component. This manual has been designed for the librarian and administrator and contains all the information necessary to take full advantage of the system capabilities. The Intelligent Library System enhances your library experience because of the system's inherent ease of use and efficiency.
System Overview The following sections describe how the Intelligent Library System Open Plus interacts with a library’s circulation system to maintain its collection. How RF Query Tags The Intelligent Library components - Self-Checkout Station, Intelligent Sensor, Staff Station Reader, and Portable Reader - all use a Radio Frequency (RF) antenna and transceiver system (interrogator) which detects and reads the RFID tags.
Patron Checkout and Check-In Patrons use Self-Checkout Stations to checkout library materials. Self-Checkout Stations include a patron card reader, an RFID tag, a touch screen monitor, and a printer in one compact unit. This provides the patron with library transaction capability without any librarian assistance.
Checkout Process Diagrammed here is how library materials are checked out. Self-Checkout Station Staff Station Reader Intelligent Sensors Intelligent Library Controller Figure 1.4 Check Out Flow 1 The RFID tag, encoded with the necessary information, is wirelessly read by either the Self-Checkout Station or the Staff Station Reader.
Inventory Collection You can use the Portable Inventory Reader to inventory the library’s contents or to find individual items. The unit is a battery powered hand-held device that interrogates RFID tags as you walk by tagged items, when the unit detection head is within a ten-inch (25 cm) radius. The Portable Inventory Reader searches for specified items using its search function.
Exit Monitoring The Intelligent Sensor protects exit/entry aisles against unchecked library materials leaving the secured area by determining whether tagged items have checked (authorized/ no alarm) or unchecked (unauthorized/alarm) events. Intelligent Sensors Intelligent Library Controller Figure 1.6 Exit Monitoring Programming Tags The Tag Programming Station enables libraries to read and create their own RFID tags and print barcode labels.
ILS Without an LMS Connection It is possible for ILS to operate without an active Library Management System (LMS) interconnection using the ILS Bridge Interface feature. The Bridge Interface feature allows libraries with non-supported circulation vendors or no 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 monitors and changes the operation mode (check-in or checkout) of the Staff Station Readers.
ILS Intelligent Sensor The ILS Open Plus Exit Gate provides security at library exits and corrals by generating a radio field that gathers tag information from a distance up to 24 inches (61 cm). Two intelligent sensors form a secure aisle up to 48 inches (122 cm) wide for tag detection range. Additionally, the sensor communicates back to the Library Management System via the Intelligent Library Controller in real-time, determining whether an item has been checked out.
Staff Station Reader The Staff Station Reader functions as an interface to ILS and circulation activities for library personnel. The Staff Station Reader reads RFID tags when a book is placed on the reader at up to 12 inches (30 cm) from the reader in a vertical direction. The Staff Station Reader communicates through data links with both the Library Management System and ILS, providing library staff the ability to perform typical functions with both the library system and RFID tagged items.
The Self-Checkout Station supports multiple languages simultaneously. When programmed, a language selection screen is presented to the patron to select a language for the self-checkout transaction. A typical scenario for a patron to check out a book is as follows. 1 A patron arrives at the Self-Checkout Station and selects a language (if using multiple languages). 2 The patron is identified by the system with their patron ID card.
The wand can also be used for item searches and shelf order checking. Item information is uploaded to the data terminal, allowing you to scan the ID. Once found, an audible alert sounds and the ID displays. Inventory Wand Portable Data Terminal Figure 1.
One exception ticket printer can service multiple interrogators. This means that a receipt might print at the exception ticket printer near Drop Box A for a book that is returned at Drop Box B. CheckVIEW New in Version 3.0 is the CheckVIEW utility, enabling library staff to remotely monitor up to four different Self-Checkout Stations at one time from any computer within the library.
The Tag Programming Station enables the library to easily link new materials into ILS instead of waiting several weeks for pre-programmed tags. Figure 1.13 Tag Programming Station When adding a new item to the collection and programming the RFID tag, 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 tags, mainly for compatibility with other branch libraries still using barcodes.
Notes 1-18 ILS 2.
CHAPTER APPLICATION SERVER CHAPTER0 The Application Server hardware hosts the Intelligent Library Controller software, which is the core-processing component of the Intelligent Library System Open Plus.
Check System Status The Intelligent Library Controller provides current information on the status of the ILS system and ILS Portable Inventory Reader. You also use it to generate reports. The four main sections of the Intelligent Library Controller window include: • Self-Checkout Station Status (page 2-2) • Host Status (page 2-4) • Interrogator Status (page 2-4) • Exit Alarms (page 2-6) With the exception of the Interrogator Status section, these sections can be displayed or hidden from view.
• System State Identifies whether or not the Self-Checkout Station is connected (on-line) or not connected (off-line) to the LMS. • Printer State Displays messages about the printer, including: OK, out of paper, I/O error, and so on. These messages are generated by Windows. Figure 2.2 System Status Section To display the System Status Section: Click System Status in the button bar. See Figure 2.3. Figure 2.3 System Status Button OR Select Status > System Status Display in the menu bar.
Host Status The Host Status section notifies you if the host (Library Management System) is on-line or off-line and whether or not Off-Line Processing is enabled. Figure 2.5 Host Status Area The Off-Line Processing feature allows a library to configure the Intelligent Library Controller and Self-Checkout Stations so they can continue to operate while the LMS is off-line.
• Status Operational status of the interrogator (on-line or off-line). • Details Shows a history of connections for each interrogator, including IP address, port number, whether the connection was a connect or disconnect, connection date, and connection time. The number in parentheses (#) shows how many reconnections were attempted. (A high number of attempts may indicate network problems.) This section cannot be hidden from view.
Exit Alarms The Exit Alarms section displays information about each exit alarm that has occurred, including: Figure 2.
1 Select Maintenance > Task Scheduler. Figure 2.10 Task Scheduler Menu 2 In the ILS Task Scheduler window, click View Current Schedule or Modify Current Schedule, depending on which task you want to perform. View Current Schedule does not allow you to change the schedule. 3 Type the ILS username and password in the ILS Login window. The default username is ils and the default password is maint. 4 Click OK to log in to the Task Scheduler. The Task Scheduler window displays: Figure 2.
b Click the Disable Task checkbox to override the scheduled time that the task should run. The task will not run until you clear the checkbox. c Enter a name for the task. d Select whether the task should be run Weekly/Daily or Monthly. If you select Monthly, enter the day of the month on which the task should run. e For each day of the week that you want the task to run, enter a time to start the task.
3 Type a user name and password in the ILS Login dialog box and click OK. The default username is ils and the default password is maint. The Checkout Cache Synchronize window displays. Figure 2.13 Checkout Cache file location 4 In the Checkout Cache Synchronize window, navigate to and select the checkout cache file (the one that was downloaded from the LMS), usually located at c:\InetPub\ FTPRoot. The name of the file is customizable for each library. 5 Click Open to start the synchronization.
Downloading Inventory from the Portable Reader Downloading inventory information is a two-step process. First, you download the information from the Portable Inventory Reader to the Intelligent Library Controller. Then the Intelligent Library Controller converts the information to the inventory file format used by the LMS and copies it to a directory from which the LMS accesses it (using FTP).
Generating Reports This section describes the ILS reports provided by the Intelligent Library Controller and gives instructions for generating them. Available reports include: • Checkout Discrepancy Report Use this report only if your site allows off-line processing. This report lists off-line checkout events that were rejected by the LMS after it returned to on-line processing. See “Checkout Discrepancy Report” on page 2-14.
Specifying a Time Period for Any Report You can specify a time period in one of three ways: • “Choose a Time Period” • “Use the Calendar” • “Enter the From and To information” yourself Choose a Time Period 1 Choose the time period by using the drop-down list labelled Time Period of Interest. Choices include: Today, Yesterday, This Week, Last Week, This Month, Last Month, and All Data. 2 Enter a From and To time, or leave the fields blank to accept the default times: From = 12:00:00 A.M. To = 11:59:59 P.
Use the Calendar 1 Click From (or To) to display the calendar form. Figure 2.18 Calendar 1 Select the month and year from the drop-down lists. 2 Select the day from the calendar table. 3 Specify the time. Enter the time yourself, or select the time by pressing the up-down arrow buttons at the end of the field. Click Now to use the current time. 4 Click OK. Enter the From and To information In the From and To fields, enter the date and time yourself.
Checkout Discrepancy Report Use this report only if your site allows off-line processing. This report lists off-line checkout events that were rejected by the LMS after it returned to on-line processing. Before you can successfully generate this report, you must use the Offline Synchronize function (see “Synchronize Offline Transactions” on page 13-3) to move off-line transactions into the transaction database.
5 Click Generate Report. The report displays. Figure 2.20 Sample Checkout Discrepancy Report 6 Resolve any discrepancies using the Library Management System. The Checkout Discrepancy Report contains the following fields. Table 2.1 Checkout Discrepancy Report Field Names and Data Description Field Name Possible Field Data Data Description Branch Name of branch The branch at which the discrepancy occurred. Patron Identifier ID Number The patron ID number in this transaction.
2 In the Intelligent Library System Control window, select Reports > Patron Status Discrepancy, or click the Patron Discrepancy Report button. The Patron Status Discrepancy window displays: Figure 2.21 Patron Status Discrepancy List window 3 In the Specific Report: Patron Discrepancy List window, enter the time period for which to run the report. See “Specifying a Time Period for Any Report” on page 2-12 for details on the different ways to enter time criteria.
7 Resolve any discrepancies using the Library Management System. The Patron Discrepancy Report contains the following fields. Table 2.2 Patron Discrepancy Report Field Names and Descriptions Field Name Possible Field Data Data Description Branch Name of branch The branch at which the discrepancy occurred. Patron Identifier ID Number The patron ID number in this transaction. Transaction Date Date/Time Date and time of the transaction.
Generic Reports The Intelligent Library Controller stores all activity, such as patron validation, checkout, check-in, and exit alarms, as a transaction. You can generate custom reports from these activities, which list specific transactions and transaction counts. To generate a Generic Report: 1 In the Intelligent Library System Control window, select Reports > Generic Report. The Generic Report window displays: Figure 2.
d The type of report to generate (list or count), or keep the default All Transactions List. Choices include: All Transactions Count, Discrepancy Count, Discrepancy List, Failed Transaction Count, Failed Transaction List, Successful Transaction Count, and Successful Transaction List. 4 If desired, enter the Patron ID for which you are searching. 5 If desired, enter the Item ID for which you are searching.
The Generic Report contains the following fields. Table 2.3 User Specified - Report for All Transaction List Field Names and Descriptions Field Name Possible Field Data Data Description Branch Branch Name of the branch. Transaction date Date/Time Date and time of the transaction. Station Name Name of Interrogator Name of the interrogator where the transaction occurred. Status Completed The transaction was successfully completed on-line.
Exit Alarm Report This report lists items that caused an alarm at specified exits. To generate an Exit Alarm Report: 1 In the Intelligent Library System Control window, select Reports > Exit Alarm, or click on the Exit Alarm Report button. The Exit Alarm Report window displays: Figure 2.25 Exit Alarm Report window 2 In the Specific Report: Exit Alarm Report window, enter the time period for which to run the report.
4 Click Generate Report. The report displays: Figure 2.26 Sample Exit Alarm Report The Generic Report contains the following fields. Table 2.4 Exit Alarm Report Field Names and Descriptions Field Name Possible Field Data Data Description Transaction date Date/Time Date and time of transaction Item Identifier ID Number The item number in this transaction Book Title Book title Name of the book. Branch Name of branch The branch at which the discrepancy occurred.
Check In Report This report lists items that failed to check-in or that require special handling. To generate the Check In Report: 1 In the Intelligent Library System Control window, select Reports > Check In. The Check In Report window displays: Figure 2.27 Check In Report window 2 In the Specific Report: Check In Report window, enter the time period for which to run the report. See “Specifying a Time Period for Any Report” on page 2-12 for details on the different ways to enter time criteria.
5 Click Generate Report. The report displays: Figure 2.28 Sample Check In Report The Check In Report contains the following fields. Table 2.5 Check In Report Field Names and Descriptions Field Name Possible Field Data Data Description Branch Name of branch Name of branch at which check-in occurred 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.
Working with the Bridge Interface The Bridge Interface allows libraries with non-supported circulation vendors, or no LMS at all, to use the ILS security and Staff Station reader features. Self-Checkout Stations are not available when using Bridge mode. You can change the operation mode of the Staff Station Readers programmed as a tag pad to either check-in or checkout materials during normal operations.
2 Click Edit. The Edit Interrogator window displays. Figure 2.30 Edit Interrogator Window 3 Type a Group number in the Group number dialog box. 4 Click Save. 5 Close the window using the top right-hand corner X. 6 Click Save on the main window to save your changes. 7 Repeat step 2 through step 6 for each Staff Station Reader you wish to assign to a group. You can create multiple groups.
Display System Information To display copyright and version information about ILS: 1 In the Intelligent Library System Control window, select Help > About ILS. Figure 2.31 Help About Navigation 2 Click System Info to see a detailed listing of all components and their versions. Figure 2.
Notes 2-28 ILS Open Plus 3.
CHAPTER PATRON SELF-CHECKOUT STATION CHAPTER0 The Self-Checkout Station enables library patrons to check out library materials without the assistance of library staff. The Self-Checkout Station guides patrons smoothly through the checkout process with step-by-step instructions to assist in checking out materials properly. The process is quick, efficient, and (if available) delivers a printed receipt listing the checked out materials and their due dates.
Beginning a Self-Checkout Station Session If the Self-Checkout Station is configured to use multiple languages, the first window shown is the ILS multiple language welcome window. Figure 3.1 ILS Multiple Language Welcome window If configured to use a single language, the first window shown is the ILS single language welcome window. Figure 3.2 ILS Single Language Welcome window 1 Touch the screen or select a language to begin the checkout process. • Some libraries support multiple institutions.
Presenting a Patron ID Card, Step 1 Have your patron ID card ready and follow the instructions shown on the window, seen here. Figure 3.3 Patron Identification window 1 On the right side of the window, you are given visual instructions on how to present your patron ID card for authorization.
4 If you have not been authorized, the Patron Identification Failure window appears. Figure 3.4 Patron Identification Failure window Contact the librarian desk for further assistance. After a short period the Welcome window is displayed again allowing normal checkout procedure. 3-4 ILS Open Plus 3.
Scanning Items for Checkout, Step 2 Once authorized for checkout, the window advances and instructions appear on how to check out each item. On the left side of the window, the patron’s name displays at the top. Once you have checked out items, a list of those items displays as shown in the Items Identification window - Item List shown below. Figure 3.
2 Repeat the above step for each item you want to check out. As you pass the item over the pad, the system identifies each item and lists it on the left side of the window. Some institutions may provide additional information along with the item name. Figure 3.6 Items Identification window - Item List At anytime in the checkout process you may touch Done to complete your checkout session. The Done button is on the right bottom of the window.
Viewing Items that Could Not be Checked Out If any item you tried to check out is not accepted, a message appears indicating the system was unable to process the item. Listed are the title (if available) of the item and the reason for denied access. If the title is not available, No Match appears next to Title. Figure 3.8 Item Identification window - Failure If numerous items have been rejected so that all cannot be fully displayed on the left, a scroll bar appears to the right of the list.
Finishing Checkout, Step 3 The Step 3 window displays when you have finished checking out all your items and touched Done. The window instructs you to collect your printed receipt and shows you the total number of items checked out. Figure 3.9 End Session window Collect the printed receipt from the receipt dispenser. Your receipt lists 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.
1 Remove the printer cover on the Self-Checkout Station. Paper Roll Release Lever Figure 3.10 Paper Roll Release 2 Press the paper roll release lever to the front of the unit and swing the paper guide up and away from the printer. Insert paper in this direction. Do not insert paper in this direction. Figure 3.11 Insert Paper 3 Remove the empty roll and lower in the new roll, with the paper facing the correct direction.
4 Pull the paper out a bit, as seen below in Figure 3.12, “Lower the Paper Guide.” Figure 3.12 Lower the Paper Guide 5 Rotate the paper guide back down until you position the guide in between the main roll and the paper fed underneath the paper guide. 6 Once the paper guide clicks into place, the paper cutter should activate and partially cut the paper. If not, then reseat the paper guide again. If the cutter still fails to activate, reboot the Self-Checkout Station and try again.
Powering Off the Self-Checkout Station The following procedure shuts down a Self-Checkout Station using CheckVIEW: 1 Launch CheckVIEW on the library staff’s computer by clicking Start > Programs > Checkpoint Systems > CheckVIEW Monitor from the library staff’s computer. 2 Access the specific Self-Checkout Station by selecting View from the menu and then select one of the Display (1-4) options for the desired Self-Checkout Station. 3 On the keyboard, press CTRL + SHIFT + DEL. 4 Click Shut down.
Notes 3-12 ILS Open Plus 3.
CHAPTER PORTABLE INVENTORY READER CHAPTER0 Overview The Portable Inventory Reader is an easy-to-use wireless long range reader that changes how library staff take inventory. The Portable Inventory Reader combines convenience with versatility, using a lightweight, handheld portable data terminal connected to an extendable inventory wand.
Inventory Wand LED Indicators The inventory wand uses three LED lights: Green Red Yellow Figure 4.2 Wand LED Indicators Table 4.1 4-2 Wand LED Indicators LED Description Green The power is on Red Circulation circuit is being read Yellow Low battery condition ILS Open Plus 3.
Charging the Inventory Wand Battery Prior to using the inventory wand for any significant inventory collection or inventory search session, ensure that its battery is fully charged to guarantee that the entire collection is inventoried all at once. Press here and lift the battery upwards Figure 4.3 Extracting Inventory Wand battery To extract the battery from the inventory wand: 1 Rotate the inventory wand so that the antenna is facing away from you as shown in “Extracting Inventory Wand battery”.
There is an LED indicator on the battery charger that indicates when the battery is completely charged. 5 When charging completes, disconnect the power plug. Insert the front of the battery (with the tab) first into the wand’s battery receptacle, then rotate the back of battery down until it clicks into place. Maintaining the Portable Data Terminal This section details how to charge and turn on and off the portable data terminal.
2 Plug the power cable into a wall outlet and plug the other end into the battery charging receptacle on the side of the synchronization cable. Serial Charging Cable * . Figure 4.6 Battery charging with serial charging cable Using the Universal Cable Cup to charge the battery To charge the battery using the Universal Cable Cup: 1 On the cable cup, ensure the locking tabs are in the open position (up). 2 Insert the PDT into the cable cup. 3 Press down on the two locking tabs. Locking Tabs Figure 4.
5 Open the rubber cap covering the power port. Rubber Cap Figure 4.8 Connecting power cable 6 Plug the power connector into the power port. The battery is fully charged after approximately 2 1/2 hours. Powering On and Off the Portable Data Terminal 1 To turn on the PDT, press the red power button on the lower left-hand side of the terminal to turn on the unit. * . Power Button Figure 4.
Using the Portable Data Terminal In this chapter the word tap is used instead of click because the stylus supplied is used to tap the touch screen. There are no double-clicks on the Portable Data Terminal unit as all actions are accomplished by a single tap. The stylus is stored in a silo on the back of the Portable Data Terminal. Please refer to the Symbol Portable Data Terminal Series Quick Reference Guide for more information regarding use of this device.
3 Tap the System tab at the bottom of the Settings Panel window. Figure 4.11 Settings Window 4 Tap the Power icon. The Battery Status window displays. This window shows you the power status of both the main and the backup batteries. Figure 4.12 Battery Status 4-8 ILS Open Plus 3.
A warning displays if either battery is low. Figure 4.
Performing a Reset If your PDT stops responding to input from buttons or the screen, reset it by performing a soft or hard reset. Only perform a hard reset if a soft reset fails to clear the problem. Performing a Soft Reset A soft reset restarts the terminal and saves all stored records and entries. Caution Files that remain open during a warm boot may not be retained. DO NOT perform a soft reset if the terminal is suspended. Press the power button to wake the terminal. Right Scan Trigger Figure 4.
2 Turn the locking screw counterclockwise until the cover releases from the terminal and lift the battery door away from the terminal. Reset Button 3 While holding down the button, use the tip of the stylus (or similar object without a sharp tip) to gently press the Reset button. 4 Release the button. 5 Replace the battery cover and hand strap and press the button. As the terminal initializes its unique Flash File system, the Symbol splash screen displays for about a minute.
Collecting Inventory Data Now that the Portable Data Terminal has been initialized, you are ready to begin collecting inventory information. 1 Connect the synchronization cable from the inventory wand to the Portable Data Terminal. * . Synchronization Cable Figure 4.16 Attaching Synchronization Cable to Portable Data Terminal 2 Turn on the Portable Data Terminal by pressing the red button in the lower-left hand corner of the device. * . Power Button Figure 4.
Once you have powered on the Portable Data Terminal, you are presented with the ILS Inventory main menu window. Figure 4.18 ILS Inventory Main window Note: If you do not see the main ILS Inventory window, tap the Start button in the upper-left hand corner of the screen. Tap on the ILS Inventory menu item in the start menu to launch the program. 3 Tap Inventory Collection located in the center of the screen. Figure 4.
• Selecting Yes continues the previous inventory collection and new items are added to the file. • If you select No, you are asked to confirm that you do not wish to keep the existing data. Tap OK if sure and a new inventory file is created. Tap Cancel to append to the file (as if you had selected Yes). • If you want to transfer the previous file after selecting Yes, you can immediately tap Done to initiate a file transfer. 6 Begin scanning for items. 3-8 in 7-20cm Figure 4.
Alternatively, you can use the barcode scanner of the PDT to scan for barcodes. Press either the left or right scan trigger button to activate the barcode scanner, which beams from the front of the PDT. Figure 4.21 Inventory Collection In Progress Once you begin scanning, the following information displays in the ILS Inventory screen: • Most recently scanned items The bar code number for that circuit displays on the Portable Data Terminal in the Most Recently Scanned Items field.
Transferring Inventory Data Once you complete scanning inventory, follow these instructions to transfer the data. 1 After you have finished collecting inventory by tapping Done, a dialog window displays asking if you want to transfer the data collected. Tap OK to do so. Note: If you wish to continue the inventory collection after you have pressed Done, press Cancel to prevent file transfer and re-enter inventory collection mode. 2 Unplug the cable from the bottom of the Portable Data Terminal.
Searching the Inventory Use this function to search for missing or desired materials. Library material must have a circulation circuit attached to it for this function to succeed. Also, it is helpful if scanning for more than one item that you prepare an Item Search List file before searching. Preparing an Item Search List File An Item Search List file contains the barcodes you wish to find. The file uses the .
4 Navigate to the location of your file and change the extension of the file to PSL. For example, “Item Search.txt” becomes “Item Search.psl”. Figure 4.24 PSL File Name Change The next section informs you how to transfer this file to the Portable Data Terminal using the docking station. Transferring the Search List File To transfer a search list file (or files) from the Intelligent Library Controller to your Portable Data Terminal 1 Place the search file (for example, Item Search.
Importing the Search List File To import the search list file: 1 From the main screen of ILS Inventory, tap Item Search. The Item Search window displays. Figure 4.25 Search List File 2 Follow either instruction for importing barcodes: a If you are searching for a single barcode, you can input the number directly into the Item Search Barcode field. Tap Add when finished and the barcode number appears below. The name of the search result file is stated in the Result File field (for example, “search2.
b If you have created a search file, tap Import. The Import window displays. Figure 4.26 Search File Import c Ensure that Item Search List Files (*.psl) is selected as the type, using the down arrow at right to select the type of file displayed. Your search file appears below in the Name field (the example shows “Item Search” already highlighted). d Tap the file name (for example, you would tap Item Search, shown above), and the file imports automatically.
3 In the Item Search window, the Barcodes field displays the barcodes that will be used in searching for items. Figure 4.27 Item Search Input If you need to move or delete a particular barcode, highlight it and select the appropriate action at right. 4 Tap OK. You see the ILS Inventory window. Figure 4.28 Inventory Search 5 Tap Start to begin your inventory search.
Scanning for Inventory There are several ways to view information on the Search Mode window. • View 1 - Items Found Indicates all of the barcodes that were found. • View 2 - Items Not Found Indicates all of the barcodes that the system has not yet found. • View 3 - Show All Items Shows both the Items Found and the Items Not Yet Found. This is the default selection. • Alerts Enabled When the Alerts enabled is selected, an alert displays and sound occurs for each item found.
Note: While the red light may flash when the scanner detects any tag, a barcode only displays in the Items found list if it matches an item present in your Search Items list. 3 When a barcode is found; the barcode, shelf location, and title of the item (if all configured in your search file) display. Retrieve the item, if necessary, and tap Continue to resume the search. Figure 4.30 Item Found Alert 4 When finished, tap Done at the bottom of the screen.
5 Tap OK to continue and the Item Search result files are generated. A dialog box displays asking you to dock the Portable Data Terminal to transfer the Search Results file. Figure 4.32 Portable Data Terminal Docking 6 Tap OK and place the Portable Data Terminal into the docking station to begin the transfer. Note: In Wireless mode the file transfer is automatic. If you would like to abort the file transfer, tap Cancel. You are returned to the Item Search window.
Two additional files are also created to list the items found and the items not found. • The Items Found file uses the file extension *.psf. • The Items Not Found file uses the file extension *.psm. These files may be used to perform another search, or may be processed as results of the search on the circulation system. Every time you upload the results of an Item Search, the search results file “PPTSearchRst.txt” is overwritten with the new data automatically.
Importing Shelf Order File To import a Shelf Order file: 1 From the main screen of ILS Inventory, tap Shelf Order. The Shelf Order window displays. Figure 4.34 Shelf Order Window 2 Follow either instruction for importing a shelf order list: a If you are checking a single barcode, you can input the number directly into the Shelf Order Barcode field. Tap Add when finished and the barcode number appears below. The name of the search result file is stated in the Result File field (for example, “sorder1.
b If you have created a shelf order search file, tap Import. The Import window displays. Figure 4.35 Search File Import c Ensure that Shelf Order List Files (*.pso) is selected as the type, using the down arrow at right to select the type of file displayed. Your search file appears below in the Name field (the example shows “shelf order” already highlighted). d Tap the file name (for example, you would tap shelf order, shown above), and the file imports automatically.
3 In the Shelf Order Barcode window, the Barcodes field displays the barcodes that are used in searching for items. Figure 4.36 Item Search Input If you need to move or delete a particular barcode, highlight it and select the appropriate action at right. 4 Tap OK. You are taken to the ILS Inventory window. Figure 4.37 Shelf Order Start 4-28 ILS Open Plus 3.
Shelf Order Search Window The Shelf Order Search window displays the following information: Figure 4.38 Shelf Order Searching • 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. • Offset in use Adjust the offset by changing the number and tapping Set.
• Alerts Enabled When checked, an alert displays and a sound occurs for items of interest. Tap this button to disable alerts. Alerts occur for the following reasons: Out of range • The item read was found in the Shelf Order list, but was not located close enough to the last item in the shelf order. Not in list • The item read was not found in the Shelf Order list. See “Shelf Order Alert” on page 4-30 for more details. 5 Tap Start to begin your inventory search.
• If Not in List, this item should probably be removed from the shelf, since it is not in the shelf order list. • If Out of Range, this item should be repositioned on the shelf in the correct order. • Show Next Displays the next item read. • Show Item Returns the display to the item that is not in the list. Tap Continue when you are ready to resume the scan. Be sure to start at the position you were in when the alert occurred.
Creating a New Search List 1 Tap on the item of interest in the Shelf order results field. For example, “Items not in file.” Items in file does not generate a file. 2 Tap New Search List. 3 If a result is present, the File Created field automatically populates with the file name of the Shelf Order Search file and the correct extension “.psl”. For example, if the “Items not in file” line is selected, a new search could be performed to locate the items that do not belong on the shelf: Figure 4.
3 You may now import this file to scan for the barcode(s) into Item Search. See “Preparing an Item Search List File” on page 4-17 for more details. Viewing Shelf Order Results View List displays the results of a Shelf Order scan. Each item read is displayed in order, with the appropriate status information. Figure 4.43 Shelf Order View List window 1 Tap on the item of interest. For example, “Items in order.” The View List window appears. 2 Tap View List. 3 Tap Show Prev.
Saving Custom Search Files When you create customized search files on the Portable Data Terminal, either types of Item Searches or types of Shelf Order Searches, you can save the customized lists with a file name you input. The same directions apply for all types of search files. 1 From either the Item Search or Shelf Order main windows, tap Save As. The Save As window displays. Figure 4.44 Sample File Save As Window 2 Enter a descriptive name into the Name field.
CHAPTER ILS REMOTE MONITOR CHAPTER0 This chapter describes the ILS Remote Monitor utility and provides information on how to: • Install web site certificates on the clients (page 5-2) • Set up and manage user accounts and permissions (page 5-5) • Start up ILS Remote Monitor (page 5-8) • Single server, multi-branch environment • Peer-to-peer environment • Change branch views (page 5-9) • View the status of different branches (page 5-10) • View and print reports (page 5-11) • Upload Portable Inventory
Installing Web Site Certificate on a Client Computer To establish a secure channel between the client computer and the Application Server, you must install web site certificates on both the server and the client. You must renew the server certificate yearly; you must install the client certificate only once, on each computer on which you want to use ILS Remote Monitor. Checkpoint Field Service personnel install the server certificates for you. You install the client certificates.
8 Click Yes to add the certificate to the Root Store. 9 Click OK to close all windows. 10 Repeat steps 1 through 8 on each client computer on which you want to use ILS Remote Monitor. Verifying Successful Certificate Installation Use the following procedure to check that the certificate is correctly installed: 1 Open a browser window. 2 Select Tools > Internet Options.... Figure 5.2 Internet Options window 3 Select the Content tab (Figure 5.2). 4 Click Publishers....
The Certificates window displays: Figure 5.3 Certificates window 5 Select the Trusted Root Certification Authorities tab (Figure 5.3). Ensure that CheckPointSystems is included in the list. 6 If not, see “Installing Web Site Certificate on a Client Computer” on page 5-2. 7 Close all windows. Setting Hyperlink on Client’s Computer This procedure indicates how to create a bookmark hyperlink on a client’s computer, so that the user can easily access ILS Remote Monitor.
Setting Up and Managing User Accounts The Remote User Manager utility lets you create and manage accounts that provide access to the ILS Remote Monitor. The utility also lets you unlock accounts that have been disabled as a result of incorrect username-password combinations. Table 5.1 lists the access privileges you can assign to each user: Table 5.1 Remote User Manager Access Privileges Access Privilege Remote Console Remote Report Description View status of any or all branches.
Figure 5.5 Remote User Manager Access Levels Select the Access Level privilege for the user (Figure 5.5). Table 5.
Removing a User Account Perform the following steps to delete an existing ILS Remote Monitor account: 1 In the Intelligent Library System Control window, select Maintenance > Remote User Manager. 2 Log on as Customer Service, user name of ils and password of maint. Figure 5.6 Remove User Account 3 Select the user name to be deleted (Figure 5.6). 4 Click Remove. 5 At the prompt, click Yes.
Using ILS Remote Monitor With the exception of starting up ILS Remote Monitor, the utility functions the same way in both single server, multi-branch and peer-to-peer environments. To start up ILS Remote Monitor, follow the instructions appropriate to your site’s environment. Launching ILS Remote Monitor in a Single Server, Multi-Branch Environment To launch ILS Remote Monitor in a single server, multi-branch environment: 1 Open a browser window.
Using ILS Remote Monitor in a Peer-to-Peer Environment ILS Remote Monitor enables you to determine the status of different servers in a peer-to-peer environment. Depending upon the URL you enter, you can different view peer servers in your network. • To view information for your own branch, enter your branch’s server name of the peer server in the browser’s address bar (example: https://rfidpeer1/ils).
Viewing Status The Status page lists the information of the currently selected Branch and all the components connected to the server. The following components’s health (status) can be monitored: • Self-Checkout Stations • Library Management System connection • Interrogators • Alarms To view the status of a branch, click on the Status tab. This is the default view. To change to a different branch, see “Changing Branch Views” on page 5-9. 5-10 ILS 2.
Viewing and Printing Reports Reports cannot be generated by using ILS Remote Monitor to log in to the Application Server. You can only generate reports from the Application Server, and then once generated, view those reports with ILS Remote Monitor. To view pre-run reports for a selected branch: 1 Click the Reports tab. Figure 5.9 View Reports 2 To view the report, click the desired report name (Figure 5.9). When viewing a report, you can return to the list of reports by clicking the Reports tab.
Uploading Portable Inventory Reader inventory files To upload a Portable Inventory Reader inventory file to the Application Server: 1 Click the Inventory tab. Figure 5.10 Upload Inventory 2 Enter the inventory file name, or click Browse to navigate to the inventory file (Figure 5.10). 3 Click Upload Inventory. Logging out To log out of ILS Remote Monitor: 1 Click the Logout tab. You will be logged out and have to log back in to use the utility.
CHAPTER EXCEPTION TICKET PRINTER CHAPTER0 This chapter explains the function of the exception ticket printer, and provides instructions for using the printer. This feature is optional; your site may not use the exception ticket printer.
Printer Layout Figure 6.1 and Figure 6.2 show the layout of the printer and its back panel. Printer Cover Control Panel LED Cutter Cover POWER PO WE ER R RO R PA OU PE R FE T ED ERROR PAPER OUT FEED Cover Open Button On/Off Switch Figure 6.1 Top of Printer Power Supply Connection 10/100BASE-TX FG Ethernet Connection FG DK DC24V Ground Screw Figure 6.2 Printer Back Panel 6-2 ILS Open Plus 3.
Control Panel Power LED: The POWER light is on when the printer is on. Error LED: Indicates an error. Paper Out LED: On indicates a paper near end or out. Flashing indicates standby. Feed button: This button feeds paper or starts a self-test. Using the Exception Ticket Printer If the Library Management System has placed a “hold” on a particular book (or other piece of library material), the check-in of that material triggers the exception ticket printer to print a receipt.
Setting the Printer’s Cut Type Checkpoint Systems recommends that you set up the printer to do a partial cut of the paper. This produces a string of receipts, which can be easily separated, rather than individual receipts, which might fall and be lost. 1 On the computer you used to set up the printer, click Start > Settings > Printers and right-mouse click the Epson printer. 2 Select Printing Preferences. 3 Select the Paper/Quality tab. Figure 6.
Inserting Paper Take the following steps to add paper to the exception ticket printer: 1 Be sure that the printer is not receiving data. Press the Cover Open button to open the cover. 2 If present, remove any used paper roll core. Insert the paper roll in the correct direction, as shown in Figure 6.4. Cover Open PO WE ER R RO R P OUAPE R FE T ED PO WE ER R RO R P OU A PE R FE T ED Figure 6.4 Insert Paper 3 Pull out a small amount of paper, as shown in Figure 6.5.
Running a Self-Test Follow these steps to run a self-test on the paper roll: 1 Be sure that the printer is off and that the printer cover is closed properly. 2 Hold down the Feed button and turn on the printer using the switch on the front of the printer. This may take some time, so continue holding the Feed button until it prints. 3 The self-test prints the printer settings and then prints the following: If you want to continue SELF-TEST printing, Please press the PAPER FEED button.
3 Position the two hooks on the connector cover so that they hook the printer case. 4 Rotate the connector cover into the printer until it clicks into place. Attaching cover To remove the connector cover: 1 Turn the printer over, insert a flathead screwdriver under one hook, and pry up the hook while lifting the connector cover. See the illustration on the right below. 2 Repeat this step for the other side and remove the cover.
Troubleshooting The following table lists solutions to issues that might arise. Condition Solution No lights on the control panel Check the power supply cable connections and the power outlet. ERROR light on (not flashing) with no printing • If PAPER OUT is on, the paper roll is not installed or is near the end. • If PAPER OUT is off, the printer cover is not closed properly. ERROR light flashing with no printing (and no paper jam) Printing stops if the head overheats and resumes when it cools.
Cleaning the Print Head Caution After printing, the print head can be very hot. Be careful not to touch it, and to let it cool before you clean it. Do not damage the print head by touching it with your fingers or any hard object. Take the following steps to clean the print head: 1 Turn off the printer, open the paper roll cover, and clean the thermal elements of the print head with a cotton swab moistened with an alcohol solvent (ethanol, methanol, or IPA).
Notes 6-10 ILS Open Plus 3.
CHAPTER CHECKVIEW CHAPTER0 This chapter describes the CheckVIEW utility and provides instructions for: • Using CheckVIEW (page 7-3) • Reinstalling missing files (page 7-6) • Uninstalling CheckVIEW (page 7-6) • Using CheckVIEW to shut down a monitored Self-Checkout Station (page 7-6) • Troubleshooting information (“CheckVIEW Troubleshooting” on page 12-9). The CheckVIEW utility enables library staff to remotely view up to four different Self-Checkout Station at one time.
The VNC server application must be installed on every Self-Checkout Station that is to be monitored by the library staff’s computer. TCP/IP network connectivity to the Self-Checkout Stations is required for monitoring Self-Checkout Stations. Self-Checkout Station running CheckVIEW Self-Checkout Station running CheckVIEW Intranet (High Speed LAN) Self-Checkout Station running CheckVIEW Computer running VNC Viewer in Monitor mode Self-Checkout Station running CheckVIEW Figure 7.
Using CheckVIEW in Monitor Mode To launch the CheckVIEW application, select Start > Programs > Checkpoint Systems > CheckVIEW Monitor from the library staff’s computer. The default main page appears in Monitor mode with up to four Self-Checkout Stations displayed. Name of Self-Checkout Monitoring mode showing three active Self-Checkout displays. This area is empty. A fourth Self-Checkout appears here when active. Figure 7.
Using CheckVIEW in Host Mode To gain access to a specific Self-Checkout Station to assist a patron: 1 Select View from the menu. 2 Select one of the Display (1-4) options. You can also press Ctrl+1-4 using your keyboard to access a Self-Checkout Station. Access to the window is shared between the staff member and the patron. The Self-Checkout Station window reacts to the most recent command by either the patron or the staff member. Assist mode.
3 To add a Self-Checkout Station so that it displays in CheckVIEW, enter 1 where it states Enabled, next to Display Index. See Figure 7.4, “Self-Checkout Station Monitoring Enabled.” Figure 7.4 Self-Checkout Station Monitoring Enabled Note: Enable only those Self-Checkout Station you are going to actively view, otherwise the monitoring system slows down. 4 To remove a Self-Checkout Station from CheckVIEW, type a 0. Figure 7.
Reinstalling Missing Files Use the Repair function to reinstall missing or corrupt files, registry keys, and shortcuts. 1 Insert the CheckVIEW CD-ROM into the computer’s CD-ROM drive. If CheckVIEW is already installed, the Application Maintenance window displays. Figure 7.6 Application Maintenance window 2 Click the Repair option button. Click Next. Uninstalling CheckVIEW Use the Remove function to uninstall CheckVIEW. 1 Insert the CheckVIEW CD-ROM into the computer’s CD-ROM drive.
4 Click Shut down. The Self-Checkout Station enters a shut down sequence until it states that Self-Checkout Station can be turned off. Power On/Off Switch Figure 7.7 Self-Checkout Station On/Off Switch 5 Go to the Self-Checkout Station and turn off the power switch. Note: See “Powering On the Self-Checkout Station” on page 3-10 for instructions about how to turn on the Self-Checkout Station.
Notes 7-8 ILS Open Plus 3.
CHAPTER AFFIXING TAGS CHAPTER0 This chapter describes the different types of RFID tags and provides instructions for placing the appropriate circuit on books, CDs, audio material, and kit material. For information on the Tag Programming Station, see “Using Tag Programming Station” on page 9-1. Types of tags Checkpoint Systems provides three types of tag. Choose the appropriate circuit for each type of media. Standard tag: Can be used on books, CDs, DVDs, audio material, and tagging kits. Figure 8.
• CD-DVD Content tag: Can be used on CDs and DVDs (aka hub tag). Figure 8.3 CD-DVD Content tag Applying Tags to Books The following procedure outlines a method for staggering the placement of tags in treating printed materials. This procedure is recommended to obtain the highest level of performance with ILS Open Plus products. The procedure requires materials to be treated in shelf order, which maintains tag staggering for the materials when placed on the shelves.
Use only Standard tags on books. 1.2 cm (1/2”) Position 3 1.2 cm (1/2”) Position 2 14.6 cm (5 3/4”) 1.2 cm (1/2”) Position 1 8.2 cm (3 1/4”) 1.9 cm (3/4”) Figure 8.4 Book Tagging Procedure 1 Open printed material to the inside back cover. 2 Peel the backing from the tag. Note: Metallic covers interfere with reading of the circuit. If the book has a metallic cover, photocopy or replace the cover. Or cut a 3” x 3” (7.6 cm x 7.
Applying Tags to Video Cassettes Use only Video tags on video cassettes. To place tags on video cassettes: 1 Place the tag on the spine of the cassette, on the same side as the title label. 2 Place the cover label over the tag. You can print a barcode as part of the cover label. Figure 8.5 Sample Placement of tags on a CD and a Video Cassette 8-4 ILS Open Plus 3.
Applying tags to CDs and DVDs You can use either CD-DVD Content tags or Standard tags on CDs and DVDs. To place barcode labels on CDs Place the second, peelable barcode label on the back of the CD case. See Figure 8.7. Figure 8.6 Sample placement of a barcode label on a CD To place tags on Jewel Case CD cases This procedure only applies to jewel cases. 1 Disassemble the CD, and place the tag with the printed barcode cover label in the upper or lower left corner, near the spine. 2 Reassemble the CD.
To place content tags on CDs and DVDs This procedure explains how to correctly place the content circuits (aka hub tags) on CDs or DVDs. For precise placement on the center of the disc, use the CD/DVD labeling applicator (the blue arched tool). 1 Move the applicator to a smooth surface, such as a tabletop, so that it slides easily. 2 Peel the backing off of the content circuit. 3 Place it upside down (adhesive side up) on the applicator. Figure 8.
To place tags on DiscMate DVD cases This procedure only applies to DVD cases. To place standard 2" x 2" tags on DiscMate DVD (single or double) cases: 1 If necessary, unlock the case. 2 Open the DVD case. 3 Peel the backing from the tag. Dot Figure 8.8 Sample Placement of Label on a CD/DVD Case 4 On the inside the front of the case, place the tag into the very top right corner, as close to the spine and top of the case as possible.
To place tags on DiscMate CD cases: To place standard 2” x 2” tags on DiscMate CD (single or double) cases: 1 If necessary, unlock the case. 2 Open and flip the CD case over so that backside of it faces upward. In this position, the CD retaining hub is facing downwards. 3 Remove the CD from the case’s retaining hub. 4 Peel the backing off of the tag. Dot Circuit placed under clear film Circuit on the outside with case in up position Figure 8.
Applying Tags to Audio Material Use only Standard tags on audio material. To place tags on Audio Cases with Tapes on only one inside section: 1 Place the tag on the inside front cover, centered horizontally and vertically. 2 Place the cover label over the tag. You can print a barcode as part of the cover label. Figure 8.10 Sample Placement of tag and Label on Audio Material To place tags on Audio Cases with Tapes on both inside sections: 1 Remove the card stock from the outside sleeve of the front cover.
2 Place the cover label over the tag. You can print a barcode as part of the cover label. Figure 8.11 Sample Placement of Tag and Label on Kit Material 8-10 ILS Open Plus 3.
CHAPTER USING TAG PROGRAMMING STATION CHAPTER0 Overview The following procedure explains how to use Tag Programming Station (printer programmer) and the associated Tag Programming Application. Figure 9.1 Tag Programming Station The Tag Programming Station programs all ISO-compliant tags for the library. The Tag Programming Station prints out a library label (tag) with the RFID chip already built into it, simplifying the library material tagging process.
• Tag Programming Station • Tag Programming Application • Programming Station Computer with monitor, keyboard, and mouse • Barcode scanner • USB to Serial Converter (2 qty) or a Serial Port Board • Eventually, an active network connection from the TPS computer to the Application Server How it works ISO-ready tags are programmed (encoded) with the item identifier used by the LMS using the Tag Programming Station.
Programming Procedure New Material Use this procedure to program tags for new material using Auto-Increment mode for use within the ILS system. 1 On the Tag Programming Station computer, click Start > All Programs > Checkpoint Systems > ISO Tag Programming Station. The initial Tag Programming Application displays. Figure 9.
2 Click Auto Increment. The Server Configuration window displays: Figure 9.3 Server Configuration window 3 Type the name of the Application Server to which you will eventually upload the tag information; most likely it is RFIDSERVER. 4 Select the Connection Mode you will use. • If you are connecting to Application Server, select Online. Click Connect if you select this option to verify you have a live connection to the Application Server. A Connected should appear.
6 Select the COM port used for the Printer Port and click Save and Close.
9-6 ILS Open Plus 3.
CHAPTER USING DISCMATE CHAPTER0 Overview DiscMate is an easy-to-use protection security solution for libraries’ electronic media. The DiscMate solution consists of two units: • The Standard Unlocking Station • The Intelligent Unlocking Station The Standard Unlocking Station is a manual unit used by the library staff to check-in or checkout CD/DVD media.
LEDs on the Intelligent Unlocking Station The Intelligent Unlocking Station uses three LEDs to communicate information about the activity of the unlocking process. Success Arm Power Figure 10.2 Intelligent Unlocking Station LEDs The LEDs are explained below: Table 10.1 CD/DVD Report Detail LED Name Description Success Illuminates when the case is successfully unlocked. Arm Illuminates when the case has been successfully inserted. Power Illuminates when power has been turned on.
Using the Intelligent Unlocking Station The Intelligent Unlocking Station consists of a black base with LEDs and a slot at the front where you insert the case. The Intelligent Unlocking Station sits next to a Self-Checkout Station and performs the unlocking automatically. 3” 7.5 cm Figure 10.3 Self-Checkout Station with the Intelligent Unlocking Station Note: Do not place your electronic materials near the Intelligent Unlocking Station during the checkout process.
Intelligent Unlocking Station Case Insertion Diagram With back cover towards you Top View Sample Title Backwards Incorrect Insertion Methods Sample Title Figure 10.4 Case Insertion Diagram 10-4 Back Cover Right Side View The following diagram illustrates the correct orientation for case insertion into the Intelligent Unlocking Station. ILS Open Plus 3.
Linking Procedure The DiscMate solution uses circulation circuits (RFID tags) to track electronic media within the Intelligent Library System Open Plus. Two tags can be used to maintain content validation: a security tag and a content tag. The security tag (sometimes known as the case tag) is the larger tag on the inside of the case that is read by the exit gates.
Circuit Linking Hardware Diagram The following is a top down view of how the hardware is connected together. Ensure that all items are attached in this configuration before proceeding. Serial Cable Keyboard Wedge DB25 Male to DB9 Female Serial Connector COM4 COM3 Barcode Scanner Circulation Circuit Programmer Tag Pad Computer Serial to USB Connector Figure 10.5 Circuit linking hardware diagram 10-6 ILS Open Plus 3.
Linking Electronic Media with Confirmation Use this procedure to prepare individual CD/DVD media for use within the ILS system. Each time you link, a confirmation message appears. Note: For linking to successfully occur, the title of the material must be entered into the circulation database prior to linking. 1 On the computer, click Start > All Programs > Circuit Linking Utility. The Circuit Linking Utility appears. History of Linked Items Security ID Content ID Figure 10.
b Wave each disc over the tag pad; or if the disc(s) are inside the case, wave the entire case (front label up) over the tag pad. Hold the CD/DVD case from the bottom, face down when you wave the case over the tag pad. 5 Click Link. If the green checkmark appears, your material is now linked and ready to use. Retry the operation if a red X appears. Linking Electronic Media Continuously Use this procedure to prepare CD/DVD media for use within the ILS system.
2 Select the parameters for the media you are linking: • ensure Continuous Linking is selected • if using a Content ID as an item identifier, click Select alternate item ID and then select either/both Use as item ID. • select No Security Circuit if you are linking a barcode and not an RFID tag • select if using a Non-Locking Case (such as a jewel case) 3 Select the # of media (discs) inside the case by clicking the up and down arrows and then clicking the number within the dialog box.
Removing Linked Media You can remove electronic media from circulation with the Remove Media and Case Link window. This can be useful when material is incorrectly linked; for example, if a Beethoven disc becomes accidentally linked to a Schubert case, or if you remove the media from circulation. 1 On the linking computer, click Start > All Programs > Circuit Linking Utility. 2 Click Remove at the top menu bar. The Remove Media and Case Link window appears. Security ID Content ID Figure 10.
DVD Linking Reports The Circuit Linking Utility generates information that can be compiled into reports. These reports are viewed and printed from ILS Remote Monitor. For general usage instructions on ILS Remote Monitor, reference the relevant chapter within the ILS User Guide. Accessing and Printing Linking Reports To launch ILS Remote Monitor in a single server, multi-branch environment: 1 Open a browser window. 2 Type http:///ils in the address bar and press Enter.
6 Click the type of report desired. The window displays the options for defining the report. Figure 10.10 Defining Report Parameters 7 Type the dates you wish for which you wish to view activity, or use the calendar buttons and select the date required. 8 Click Create Report once your dates are entered. 9 To print the report, click File > Print. 10 Select Landscape orientation and click OK. Type of Reports Listed here are descriptions of the available reports for the Intelligent Unlocking Station.
Check-out Detail Report This report identifies exceptions generated from Self-Checkout Station sessions where an Intelligent Unlocking Station is attached. Table 10.2 CD/DVD Check-out Detail Report Column Header Description StationType The type of device at which the exception occurred. 1. Drop Box 2. Staff Station 3. Self-Checkout Station StationID The name of the station. ExceptionType The name of the exception. Tag The item identifier of the exception.
Table 10.4 CD/DVD Drop Box Exception Report 10-14 Column Header Description ExceptionDT The date and time when the exception occurred. LibBranch The branch at which the exception occurred. ILS Open Plus 3.
CHAPTER CHECKPASS CHAPTER0 This chapter describes the CheckPASS utility and explains how to use it. CheckPASS is an optional feature that allows library patrons to pay library fees at a Self-Checkout Station, without staff assistance. Outside of the ILS product, patrons use a self-service unit to add cash to their account balances. Within the ILS product, patrons are reminded of outstanding library fees when they attempt to check out materials.
Using CheckPASS If you have outstanding library fees, ILS displays the amount owed and prevents you from checking out material until the fee is paid. Take the following steps to pay the outstanding fee: 1 Scan your Patron Card. If ILS determines that you have outstanding fees, it displays the message shown in Figure 11.1. Figure 11.1 Outstanding fee message 2 Touch Pay Fees to pay the fee. Touch Cancel to cancel the transaction.
3 Check out the library material, as normal. 4 If you have insufficient funds to pay the fee, the message shown in Figure 11.3 displays. Figure 11.3 Insufficient funds message 5 See a library staff member for assistance.
Notes 11-4 ILS 2.
CHAPTER TROUBLESHOOTING GUIDE CHAPTER0 This chapter describes procedures you can follow to try to correct problems that may arise with various ILS components.
2 Clean the Barcode Scanner lens. 3 Scan the Patron ID card again. The Barcode scanner beeps when it successfully reads a barcode. If it does not beep, restart the Self-Checkout Station (see “Restarting the Self-Checkout Station” on page 12-8). 4 If the problem persists after restarting the Self-Checkout Station, the scanner may be damaged or may require service or replacement. Contact Technical Support (see “Contact Technical Support” on page 12-1).
3 If there is paper jammed in the printer, remove it, and reload the paper. See “Load Paper into Patron Self-Checkout Station Printer” on page 13-13 for instructions. 4 If the problem persists after following these steps, contact Technical Support. See “Contact Technical Support” on page 12-1. Problem Printer Status of Unknown The printer is working correctly, but the Self-Checkout Station status screen indicates a Printer Status of Unknown...
Problem Self-Checkout Station Fails to Start The Self-Checkout Station fails to start during power up, and the screen displays an error condition... Solution 1 Allow the scandisk program to run until it finishes. 2 Check all network connections on the Self-Checkout Station and the Application Server. If they appear to be secure, restart all of the Self-Checkout Stations. See “Restarting the Self-Checkout Station” on page 12-8 for instructions.
Problem Error Message Displays when Running a Report You receive an error message when running a report... Solution The printer might have run out of paper, or there may be a problem with the configuration database. Contact Technical Support. See “Contact Technical Support” on page 12-1. Problem Exit Alarms Do Not Occur Exit Alarms do not occur when they should... Solution 1 Power down and restart each Exit Interrogator. 2 Wait several minutes, then trigger an exit alarm.
3 If the problem persists after following these steps, contact Technical Support. See “Contact Technical Support” on page 12-1. Problem No Sound Occurs for an Exit Alarm No Exit Alarm sounds, but an Exit Alarm displays on the Intelligent Library Controller... Solution 1 Power down and restart each Exit Interrogator. 2 Wait several minutes, then trigger an exit alarm. If no alarm occurs, restart the entire system. See “Restarting the Complete System” on page 12-8.
secure. Refer to the connection diagram, “System Connection Diagram” on page 12-11. b You should feel air moving through the air vents located on the side of the Staff Station Reader. 2 Scan the item again. Check the LED on the back of the Staff Station Reader. The LED blinks green when the Staff Station Reader successfully reads an item ID. a If the LED blinks green, but the Staff Station still does not recognize the item ID, restart the Intelligent Library Controller software.
Recovery Procedures You were directed to this section from another Troubleshooting scenario. Follow the steps outlined in the section to which you were directed, then return to the Troubleshooting scenario from which you came. Restarting the Self-Checkout Station 1 Disconnect power to the Self-Checkout Station using the power switch at the rear of the case. 2 Wait approximately 10 seconds, then reconnect power to the Self-Checkout Station. 3 Allow the scandisk program to run until it finishes.
CheckVIEW Troubleshooting If you encounter issues in using the CheckVIEW software, refer to the following solutions for possible answers. Problem I have installed the CheckVIEW software, but I still cannot connect to the Self-Checkout Station. Solution 1 - IP Address used on Staff computer Ensure that the IP Address assigned in the Settings.xml file matches the IP Address used by the Self-Checkout Station. 1 Launch Windows Explorer and navigate to C:\Program Files\Checkpoint Systems\ CheckVIEW Monitor\.
Click Start > All Programs > UltraVNC > Ultr@VNC Server > Show Default Settings. The Default Local System Properties window displays. Figure 12.2 VNC Server Settings 2 Verify that: • Accept Socket Connections is checked • Password is checkpt • Display Number is 10000 • Auto is deselected • Enable Java Viewer is deselected 3 Click OK to save and close the window. 12-10 ILS Open Plus 3.
System Connection Diagram Figure 12.
Notes 12-12 ILS Open Plus 3.
CHAPTER SYSTEM MAINTENANCE CHAPTER0 This chapter describes how to perform system maintenance tasks for the Intelligent Library Controller and other components of the ILS. It also provides safety information and system specifications.
Transaction Database Maintenance The transaction database size cannot exceed 1 GB. If 1 GB maximum limit is reached, no new data will be written to the database, the application server will log errors continuously, and database behavior becomes unpredictable. In fact, if the transaction database is allowed to reach a size of 500 MB, system performance suffers. To avoid this constraint, you can purge the transaction database.
Synchronize Offline Transactions If offline processing is enabled at your site, it allows you to continue check-in and checkout tasks when the LMS is offline. You use the Offline Synchronize function to move offline transactions into the transaction database when the LMS comes back online. Note You must synchronize offline transactions each time the LMS goes offline and then comes back online.
Backup Transaction Database Before purging the transaction database, make a copy of it, so that you have an archive of the transactions, in case the purge process fails or is interrupted. Before performing this task, you should have synchronized offline transactions (if offline processing is enabled at your site). See “Synchronize Offline Transactions” on page 13-3. The location of the Transaction database varies depending on the directory chosen for installation of the ILS software.
Purge the Transaction Database Warning The Purge and Compact functions can cause unpredictable behavior or cause the system to go offline if used inappropriately. Only qualified system administrators should use these functions. Perform these functions only during non-circulation hours.
3 During the purge operation, a progress indicator displays to show you how much of the purge has been completed and how much remains. Figure 13.3 Purge Progress Indicator display When the purge is finished, the End Purge message box displays. Figure 13.4 End Purge message box 4 Go to the next step, “Compact the Transaction Database”, which follows this section. 13-6 ILS Open Plus 3.
Compact the Transaction Database Warning The Purge and Compact functions can cause unpredictable behavior or cause the system to go offline if used inappropriately. Only qualified system administrators should use these functions. Perform these functions only during non-circulation hours. To physically remove the deleted records and reduce the size of the transaction database, you must compact it. Purging and compacting the transaction database functions should be performed as a unit.
Reboot the Application Server After purging and compacting the transaction database, Checkpoint Systems recommends that you reboot the Application Server.
Shutdown Patron Self-Checkout Stations Before rebooting the Intelligent Library Controller, you must shut down the Patron SelfCheckout Stations. To shut down the Patron Self-Checkout Stations: 1 In the Intelligent Library System Control window, select Maintenance > Shutdown > Self Check Stations. Figure 13.7 Shutdown Patron Self-Checkout Station 2 Enter the ILS user name and password in the ILS Login window. The default user name is ils, and the default password is maint. Click OK. Figure 13.
Shutdown the Intelligent Library Controller Software To shut down the Intelligent Library Controller software: 1 Be sure that all Patron Self-Checkout Stations are shut down. See “Shutdown Patron Self-Checkout Stations” on page 13-9. 2 In the Intelligent Library System Control window, select Maintenance > Shutdown > AppServer. 3 Click Shutdown. Figure 13.10 Shutdown Button 13-10 ILS Open Plus 3.
Backup the Application Server This section describes how to back up all files on the Application Server and how to restore them, as needed. Before you can perform the backup, you must exit the Intelligent Library Controller application. Checkpoint Systems recommends that you do not use the Application Server’s hard drive as your backup medium. Backup 1 Shut down the Patron Self-Checkout stations. See “Shutdown Patron Self-Checkout Stations” on page 13-9.
6 Click Start Backup. Respond to prompts as they appear. See the MicroSoft Windows Help for detailed instructions for using the Backup Utility. Figure 13.12 Backup tab Restore Restoring files from a backup tape can take a long time. 1 Follow steps 1 through 3 from the Backup instructions. 2 To restore individual files from a backup set on a tape, select the Tapes window, then load the catalog of the backup set from which you want to restore certain files.
Load Paper into Patron Self-Checkout Station Printer Protect Yourself From Injury Do not touch the cutter blade * There is a sharp cutter blade inside the paper outlet slot. Do not put your hand in the paper outlet slot when changing paper or while printing is in progress. Use the following procedure to reload the paper in the Self-Checkout Station. 1 Lift to remove the printer access cover from the top of Self-Checkout Station chassis. You will see the printer unit (shown below) through the opening.
6 Set the new paper roll into the printer, and pull on the leading edge of the paper from the bottom toward you (as shown below) Figure 13.14 Self-Checkout Station Printer - New Roll Installation 7 Make sure there is enough excess paper so that approximately 1/8” of paper is coming through when you close the paper roller bar assembly. 8 Close the paper roller bar assembly by pushing it down until it snaps closed securely.
Safety Warnings Barcode Scanner: LASAR RADIATION RISK TO EYES - DO NOT STARE INTO BEAM CLASS 2 LASER PRODUCT Figure 13.15 Laser Radiation Icon See the Metrologic Instruments IS 4110 and IS4120 ScanQuest® Laser Scan Engine Installation and User’s Guide on other Safety instructions, warnings and technical specifications.
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 Circuit® Console Power Requirements: 24 VDC, 50-60 Hz, 1.
