3M™ Digital Library Assistant User Guide
3M 2012. All rights reserved. 3M™ Digital Library Assistant User Guide, 78-8126-8418-7e 3M and Digital Library Assistant are trademarks of 3M. Microsoft and Windows are registered trademarks of Microsoft Corporation in the United States and other countries. All other trademarks are the property of their respective owners.
M™ Digital Library Assistant User Guide Table of Contents 3M™ Digital Library Assistant Software License.......................................................................................................8 Overview..............................................................................................................................................................................9 DLA Home screen menu selections......................................................................................
3M™ Digital Library Assistant User Guide Handheld Model 803/804............................................................................................................................. 24 Handheld Mode 702 and Model 802............................................................................................................24 Setting screen contrast...............................................................................................................................................
3M™ Digital Library Assistant User Guide Managing the DLA work flow..........................................................................................................................................41 Best practices.............................................................................................................................................................. 41 Shelf order lists..............................................................................................................
3M™ Digital Library Assistant User Guide Verify icon..................................................................................................................................................... 64 Step 1—Use the Collect Data function to collect item IDs.....................................................................................65 When the DLA reads an item for the first time.............................................................................................
3M™ Digital Library Assistant User Guide Distance indicator........................................................................................................................................................82 Step 1—Use the DLA to find the correct shelf.........................................................................................................83 Step 2—Use the DLA to find the shelf location....................................................................................................
3M™ Digital Library Assistant User Guide 3M™ Digital Library Assistant Software License Use of the 3M Digital Library Assistant Software ("DLA Software"), is governed by the terms of the license between 3M and Customer. The Software may be used by Customer and its employees and agents only for Customer’s benefit and in accordance with the license between 3M and Customer, as set forth below. 1. Software.
3M™ Digital Library Assistant User Guide Overview The 3M™ Digital Library Assistant (DLA) consists of a handheld RFID reader running DLA software. This battery-powered portable unit offers a comprehensive set of advanced functions that a library can use to efficiently and accurately manage its collection. Digital Library Assistant Check Shelf Order Collect Data Pull Items • Simplifies otherwise impractical or difficult tasks. • Helps find data errors in circulation system records.
3M™ Digital Library Assistant User Guide then shelving. the battery to shut off the DLA. Find Items (see page 73) – Quickly find a single item without using Data Manager to create a pull list or search list. This configurable search function finds any item included on one of a memory card’s lists. Setup Lists (see page 27) – Allows you to view and activate the lists and collection categories on the memory card.
3M™ Digital Library Assistant User Guide Related documents 3M Digital Library Assistant User Guide This guide focuses on setting up and using DLA software. 3M Handheld RFID Reader Owner’s Manual Provides information on battery charging and other hardware features.
3M™ Digital Library Assistant User Guide Getting Started This section provides basic instructions on how to set up the 3M™ Digital Library Assistant. The DLA consists of the 3M™ Handheld RFID Reader hardware (Handheld) running DLA software. DLA hardware components Antenna Indicator Lights (3) Scroll Buttons (2) Menu Buttons (4) Antenna Adjustment Screw Stylus Trigger Battery 702_002 IMPORTANT! • Be careful not to damage the handheld. • Do not drop the Handheld.
3M™ Digital Library Assistant User Guide Always use the Change Battery function when you change the battery. If you do not use the Change Battery function when changing the battery, you may lose collected data and/or corrupt the memory card. Also, you may have to reset the Handheld. Always return to the Home screen before removing the memory card. This helps avoid corrupting data that you collected with the Handheld and saved to the memory card.
3M™ Digital Library Assistant User Guide Before using the DLA for the first time Before you use the DLA, you must complete the following requirements: Requirement 1—Convert items with 3M™ RFID Tags The DLA only processes library items equipped with RFID tags. • The conversion process (tag programming and application) saves the Item ID to the tag’s memory chip. The tag is then attached to the item. • The DLA reads these tags to enable you to perform various tasks such as checking shelf order.
3M™ Digital Library Assistant User Guide Installing DLA software To install new DLA software, you must export the new software to a memory card and insert the card into the DLA. The installation process supports both the Handheld Model 702 and Model 802 (Palm platform), and the Handheld Model 803/804 (Windows CE platform). Overview 1. First install DLA software on the computer you will use to run Data Manager software. 2.
3M™ Digital Library Assistant User Guide Model 803/804 Only — Optional tag formats 1. After installing DLA software (above): If you wish to use tag formats other than the 3M and generic formats included with the system, insert the 3M™ Optional Tag Formats CDROM into your computer’s CD-ROM drive. • The installation program starts automatically. 2. Follow the instructions on the screen, then click Finish when the installation is complete.
3M™ Digital Library Assistant User Guide Step 2—Install DLA software on the DLA 1. Make sure that you installed DLA on the computer used to run Data Manager. (See Step 1 —Install DLA software on your computer’s hard drive on page 15.) 2. Use Data Manager to export lists and/or collection categories to a memory card. • During each export operation, Data Manager automatically exports DLA to the memory card. Memory Card 3. Insert the memory card into the DLA.
3M™ Digital Library Assistant User Guide DLA reset procedure If the DLA screen locks up or stops working, you need to reset the DLA. A fully discharged battery may cause a blank screen. To reset the DLA As described below, the reset procedure is different for the Model 803/804 and Models 702/802 Handheld models. The Handheld model number appears on the label on the bottom of the DLA base. Handheld Model 803/804 reset procedure 1. Insert a memory card (with DLA on it) into the DLA. 2.
3M™ Digital Library Assistant User Guide Staff-level setup options Accessing staff setup options The Setup Options and Setup Lists screens listed below provide staff-configurable options that allow you to customize DLA operation. No password is required to access or modify these options.
3M™ Digital Library Assistant User Guide Setting general options Use the Options: General screen to customize the operation of the DLA. Adjusting the sound volume Use the Sound volume setting to adjust the volume of the DLA pacing and alert sounds. From the pop-up menu, use the stylus to select the desired setting. The menu closes and the new setting appears. After you select a sound volume setting, the DLA plays a series of beeps at the new volume.
3M™ Digital Library Assistant User Guide Selecting a language You can display the DLA's user interface in different languages. While in the Options: General screen, use the stylus to open the Language pop-up menu and select a language. Only the languages that you selected when you installed DLA software on the Data Manager computer will appear in the Language pop-up menu.
3M™ Digital Library Assistant User Guide Enabling Check Shelf alerts During the Check Shelf Order function, the DLA displays Checkshelf alert messages that can help you identify items that may belong on a different shelf (even though they are in the correct shelf order for the shelf that you just scanned).
3M™ Digital Library Assistant User Guide Changing the Verify setting With the Verify option enabled, the DLA can identify the security status of items while performing other DLA functions (such as Check Shelf Order). This option can be configured to detect either unsecured items or secured items (not both). The Verify option is only available at sites that use ISO tags to provide RFID Security.
3M™ Digital Library Assistant User Guide Changing the Time and Date settings Handheld Model 803/804 1. From the Home screen, press Options.
3M™ Digital Library Assistant User Guide Handheld Model 702 and Model 802 1. Enter administrator mode. 2. From the Admin menu, tap Contrast Test. 3. Tap the contrast icon ( ) located in the lower portion of the screen. 4. Use the slider to change the screen contrast. Setting screen alignment Handheld Model 803/804 If, while using the stylus on the DLA screen, the various screen targets (drop-down list icons, etc.) appear out of alignment, you can use the Align Screen feature to recalibrate the screen. 1.
3M™ Digital Library Assistant User Guide Setting the find function default prefix When you select the Find option from the main menu, any default prefix that you define appears in the find field(s). You can set a default find Prefix for each of the find field selections (Item ID, Primary Info, Secondary Info). You can leave the prefix fields blank. Options: General To set a default prefix (Handheld Model 803/804) 1. From the Options screen, press Next. 2.
3M™ Digital Library Assistant User Guide Using the Setup Lists screen The Setup Lists screen allows you to view and activate the lists and collection categories on the memory card. Digital Library Assistant The Items column displays the number of items contained in each list or category. The Date Loaded information displays the date/time when Data Manager software exported the lists to the memory card.
3M™ Digital Library Assistant User Guide Viewing collection categories Scroll down the Setup Lists screen to view the collection categories on the memory card. • • The Items column displays the number of Item IDs that you have saved in each of the collection categories. The Inventory collection category displays the number of Item IDs collected when the Background Inventory function was active.
3M™ Digital Library Assistant User Guide Administrator level setup options The password-protected administrator mode enables access to the Admin menu, where you can configure and customize administrator level DLA setup options. Accessing the Admin menu 1. Enter Admin mode. User Mode Status a) From the Home screen, press Mode. The User Mode Status screen appears. Current mode: Staff Time remaining: unlimited b) Select Change Mode. The Change Mode Password screen appears.
3M™ Digital Library Assistant User Guide Barcode filter test option This option enables you to enter a barcode and then verify how the barcode filter (created in Data Manager software and exported to the memory card) modifies the barcode. Memory card test option This option automatically checks the memory card interface and contents. Information including software version, languages and font types are displayed.
3M™ Digital Library Assistant User Guide checkbox. Contrast test option (Models 702/802 only) This option enables you to adjust the screen contrast for Model 702/802 units. Firmware update option (Models 803/804) This option (Firmware Update for Model 803/804, Firmware Upgrade for Models 702/802) is only used with a 3M firmware update kit. The instruction sheet included with the firmware update kit contains detailed instructions on how to update the firmware.
3M™ Digital Library Assistant User Guide Enabling the Background Inventory function Admin Settings Use the Bkgr inventory setting to define how the Background Inventory setting appears in the Options: General screen. • With background inventory enabled, as you use the DLA, the DLA collects Item IDs from each tag that the DLA reads and automatically saves them in the Inventory category.
3M™ Digital Library Assistant User Guide order-limit range). • Errors are NOT reported if the misshelved item is four or fewer items away from its correct location (inside order-limit range). Incorrect Order-limit settings may cause excessive shelf-order errors or reduced accuracy. (See Item width recommendations on page 20 for more information.
3M™ Digital Library Assistant User Guide Changing the Tag Protocol setting Admin Settings Set the Tag Protocol setting to the type(s) of 3M™ RFID Tags that are used at your site. The default setting is ISO. Admin Timeout: 10 Order Limits Thin Items: 9 Medium Items: 5 Thick Items: 2 1. Enter Admin mode. 2. From the Admin menu, select Settings. The Admin Settings screen appears. Bkgr Inventory: User Choice Color Scheme: Standard 3.
3M™ Digital Library Assistant User Guide TDFM Status option (Model 803/804) Use this Admin function to view the current status of tag formats loaded in the DLA. 1. Enter Admin mode. 2. Use the stylus to touch the menu bar area (the upper portion of the DLA screen) to menu. 3. From the Admin menu, select TDFM Status. The current status of all tag formats loaded in the DLA is displayed.
3M™ Digital Library Assistant User Guide Shelf reading basics This section describes various shelf-reading techniques necessary for the successful operation of the DLA. Straightening the shelf Books that are pushed toward the back of the shelf may be difficult to read. 1. If possible, arrange the fronts of the books in a reasonably straight line. Books that are pushed toward the back of the shelf may be difficult to read. 2. Try not to have any tilted books.
3M™ Digital Library Assistant User Guide Adjusting the antenna Adjust the antenna to keep it correctly aligned while working at shelves with different heights. • The antenna pivots to allow you to read upper and lower shelves. • The bottom edge of the antenna should line up with the bottom of the item. DLA_012 Separating the tags from metal A vertical metal surface may affect the DLA’s shelf-reading accuracy.
3M™ Digital Library Assistant User Guide Maintaining the antenna at the correct distance Position the antenna within 0.5 in. (1,3 cm) from the book’s spine. Hold the DLA antenna close to the book spine. • Try to keep the antenna approximately 0.5 in. (1,3 cm) or less from the book spines. • You may want to touch the antenna to each book to help ensure that each book’s tag is read.
3M™ Digital Library Assistant User Guide Method 2 – Move the items past the DLA This method may only be necessary if you are reading very thin items. 1. Hold the DLA stationary (near the shelf). 2. Move each of the thinner items past the DLA antenna. 3. Continue down the shelf (moving the DLA as necessary). If the pacing sound stops, the DLA is no longer detecting a tag and the antenna may be too far away. DLA_056 78-8126-8418-7e © 3M 2012. All rights reserved.
3M™ Digital Library Assistant User Guide Practice exercise The best way to train staff is to start with a shelf of at least 15 books and practice reading them until they can read them all consistently each time you scan the shelf. See Shelf reading basics on page 36 for tips on shelf-reading techniques. 1. From the Home screen, press Order. Digital Library Assistant Check Shelf Order Collect Data Pull Items Sort & Shelve Order Collect Pull Sort DLA_002 2. Create a 0.
3M™ Digital Library Assistant User Guide Managing the DLA work flow Once you become familiar with the capabilities of the DLA, you should develop in-house policies and procedures that optimize work flow. Each site should develop a custom work-flow-management plan for using the DLA. Your plan may include defining the following policies: • Determine what types of information should be displayed on the DLA. This is defined using Data Manager software and can be customized for different DLA tasks.
3M™ Digital Library Assistant User Guide Customizing the DLA item display information The information displayed on the DLA is determined by the export format that you assigned to the list in Data Manager software. When the DLA reads an item, it can display two lines of information that help you identify the item. This information includes a Primary Information line and a Secondary Information line for each item. Primary Info Field (top line) Primary information is displayed in a large, bold font.
3M™ Digital Library Assistant User Guide Typical DLA display information The export formats that you create using Data Manager software determine the information displayed on the DLA. • The examples in the table below show what a typical library might do. • Feel free to experiment with Data Manager software to customize the types of information that appear on your DLA.
3M™ Digital Library Assistant User Guide Typical DLA work flow 1. Generate lists from circulation system. Library Circulation System Generate reports (lists) from your circulation system to create the lists used by the DLA. • Shelf Order Lists – lists of items in shelf order (the order in which they should appear on the shelf). • Search Lists – lists of items the library would like to find (the order does not matter).
3M™ Digital Library Assistant User Guide • Search for Items • Shelve Items • Change Security • Show Item Info • If Location tags are used: Check Location Check Location + Order Inventory Location 6. Use Data Manager to import collected data and pull results. Remove the memory card from the DLA and insert it into the memory-card drive. When Data Manager software imports the collected data and pull results, it creates text files that you can use to update your circulation system.
3M™ Digital Library Assistant User Guide Performing tasks Successful operation of the DLA depends upon proper shelf-reading techniques, accurate circulation system data lists, and proper Data Manager software setup. Important notes: • Be careful not to damage the Handheld. • DO NOT drop the Handheld. • DO NOT leave the Handheld in locations where it might fall. • DO NOT leave the Handheld in direct sunlight. • DO NOT expose the Handheld to heat.
3M™ Digital Library Assistant User Guide Checking lists Before using the DLA, make sure that the correct lists and collection categories are on the memory card. 1. From the Home screen, press Lists. Digital Library Assistant 2. Check the Data Loaded date to help determine if the lists on the memory card are current. Setup Lists 3. Make sure that the shelf-order lists appear in the order that matches the physical layout of your library.
3M™ Digital Library Assistant User Guide Handheld Model 702 and Model 802 During storage, the DLA continues to use a small amount of battery power. Over time (approximately one week), the battery can lose its charge, requiring you to perform a reset. See Using the Change Battery function on page 49. Battery-use recommendations • Before use, check the battery gauge.
3M™ Digital Library Assistant User Guide Using the Change Battery function Always use the Change Battery function when you remove the battery. If you do not use the Change Battery function when removing the battery, you may lose collected data and/or corrupt the memory card. 1. From the Home screen, scroll down until Change Battery appears. 2. Press Battery or use the stylus to tap Change Battery. The Model 803/804 also has a Change Battery function in the Options menu.
3M™ Digital Library Assistant User Guide Saving Item IDs to the memory card The DLA allows you to save the current list of Item IDs (the Item IDs of the items currently displayed on the DLA) into a user-defined collection category. Sort & Shelve 3/14 Ready to Find Items To save Item IDs to a collection category 1. Press Save to display the Save Data screen. 2 2. Select the collection category where Under a Wing 629.13 Lindber you want to save the display list. Clear Shelve Save 3.
3M™ Digital Library Assistant User Guide Using the DLA trigger lock The DLA trigger-lock feature allows you to place the DLA in a continuous read mode without having to keep the trigger pressed. To turn the DLA trigger lock on 1. Press and release the trigger within 1/2 second. • The DLA’s reader stays ON allowing you to read items without pressing the trigger. • The “scanning in progress” or “scanning” message at the top of the screen will flash to indicate that the trigger-lock function is active.
3M™ Digital Library Assistant User Guide Using the Background Inventory function Your library should have a policy on how and when to use the background inventory function. If the background inventory function is ON, the DLA saves the Item ID of each tag read while using other DLA functions (such as Check Shelf Order). • In most cases, the DLA will not save duplicate Item IDs to the Background Inventory category. When you import this inventory data, Data Manager software removes any duplicate Item IDs.
3M™ Digital Library Assistant User Guide Using the Verify option To use the Verify option, you must first enable the option and then define the type of security status that you want the DLA to identify (secured item or unsecured item). See Enabling the Verify option on page 23. With the Verify option enabled, the DLA can identify the security status of items while performing other DLA functions (such as Check Shelf Order).
3M™ Digital Library Assistant User Guide Task quick reference guides Reshelving Checking Shelf Order/Reshelving Digital Library Assistant Collecting Data Digital Library Assistant Digital Library Assistant Check Shelf Order Find Items Check Shelf Order Collect Data Search for Items Collect Data Pull Items Shelve Items Pull Items Change Battery Sort & Shelve Sort & Shelve Order Collect Pull Sort Find Search Shelve Battery Check Shelf Order Shelve Items 0/0 +0 Press Trigger To Begi
3M™ Digital Library Assistant User Guide Find Function Pull Items Digital Library Assistant Digital Library Assistant Find Items Check Shelf Order Search for Items Collect Data Pull Items Shelve Items Sort & Shelve Change Battery 1 Find Order Collect Search Shelve Battery Specify Find Criteria Pull Sort Pull Lists Touch screen Select List Item ID: Keyboard 620.
3M™ Digital Library Assistant User Guide Sort and Shelve Search Function Digital Library Assistant Digital Library Assistant Check Shelf Order Find Items Collect Data Search for Items Pull Items Shelve Items Change Battery Sort & Shelve Order Collect Pull Sort Sort & Shelve 0/0 Press Trigger To Begin Find Search Shelve Battery Search for Items 1/24 Press Trigger To Begin Queen Lear PS3515.E42.A698 V.1 Lost Home Home DLA_060 Sort & Shelve 3/14 Ready to Find Items 2 Under a Wing 629.
3M™ Digital Library Assistant User Guide Using the Check Shelf Order function Use the Check Shelf Order function to read a shelf and find items that are in the wrong shelf position. While performing check shelf order, any items that you read that are on an active search list appear with the search-list name next to it (enclosed in a box).
3M™ Digital Library Assistant User Guide Background Inventory Enable this option if you want to automatically collect and save the Item ID of each item that you read while you are checking shelf order. (See Enabling Backgound inventory on page 22.) Shelf Order display graphics After reading a shelf, the DLA lists any shelf-order errors and search results in the order that they were found. • The shelf-order graphics help you identify the items and their location.
3M™ Digital Library Assistant User Guide Shelf Order information On-Shelf Graphic Current shelf location Each shelf error includes a shelf graphic that shows the item’s approximate position (where the item was read in relation to the number of items read). 1 The arrow points to the correct shelf location. Off-Shelf Graphic SO_6 Current shelf location If the shelving arrow points off the shelf, the item belongs on a different shelf.
3M™ Digital Library Assistant User Guide Step 1—Use the DLA to read all the items on the shelf 1. From the Home screen, press Order. If the left side of an item is against metal Pull the item out before you start scanning the shelf 2. Adjust the antenna position parallel to the book spine. 3. If the first book is against a metal shelf divider: • Pull the book out approximately 2.5 in. (6,35 cm) - or • Place your finger between the left side of the book and the metal shelf divider to create a 0.
3M™ Digital Library Assistant User Guide Step 2—Correct any shelf order errors 1. Locate and remove the selected (highlighted) item from the shelf. Check Shelf Order 6/24 Ready to Find Items a) Press the trigger and read the shelf with the DLA to find the misshelved item. • The shelf graphics show the item’s approximate location. • The DLA emits rapid beeps and turns all three lights ON when it finds the item. Someday Soon PS3513.A413 S5 1941 2 The Walking Spell PS3513.
3M™ Digital Library Assistant User Guide Checkshelf alerts During the Check Shelf Order function, the DLA will display Checkshelf alert messages that can help you identify items that may belong on a different shelf (even though they are in the correct shelf order for the shelf that you just scanned). Check Shelf Order 6/24 Ready to Find Items "Checkshelf" items appear near the beginning or end of the shelf. 1. When you see a Checkshelf Alert, locate the item and check if it is correctly shelved.
3M™ Digital Library Assistant User Guide Using the Collect Data function The Collect Data function allows you to save collected Item IDs to a memory card. Data Manager software can import collected Item IDs from a memory card and save them as formatted text files. You can use these text files to update the data in your circulation system (for example, in-house use). Before you begin… Use Data Manager software to create different collection category labels.
3M™ Digital Library Assistant User Guide Not in database items The DLA displays the Item ID with an "Item not in Database" message. No primary or secondary information is displayed. This occurs if none of the lists on the memory card contains the item. Not-in-database items can be collected, saved, and imported into Data Manager. Search items Items that are on a search list appear in the display list with a search-list label.
3M™ Digital Library Assistant User Guide Step 1—Use the Collect Data function to collect item IDs 1. Insert a memory card into the DLA. The memory card should contain the data collection-category labels that you exported from Data Manager. Note: If you want to display primary and secondary information on the DLA, the memory card should contain shelf-order lists or search lists that include the items that you will read.
3M™ Digital Library Assistant User Guide Any search item that is not on a shelf-order list is added to the bottom of the display list. If the item is already on the display list and you read the item again: • The DLA plays a series of three rapid beeps and all three lights illuminate. • The DLA displays the search item’s information. Step 2—Save the collected data to a collection category As you collect Item IDs, you should periodically save them to one of the categories on the memory card. 1.
3M™ Digital Library Assistant User Guide Clearing the IDs from a collection category This process removes all the Item IDs in the selected category from the memory card. 1. Display the Save Data screen. Display Save Data by pressing Save while in any DLA screen that has an active display list. 2. Use the scroll buttons to select the collection category that you want to clear. 3. Press Clear. A dialog box appears to allow you to clear Item IDs or cancel. Clear Category 4.
3M™ Digital Library Assistant User Guide Using the Pull Items function Overview To use the Pull Items function, you must use Data Manager software to export pull lists to a memory card. You can then select a pull list and use the DLA’s Pull Items function to locate and pull items. Applications may include: • Finding hold items • Finding items that you may want to weed 1. Use Data Manager software to create and export pull lists (see Digital Data Manager documentation).
3M™ Digital Library Assistant User Guide Using the DLA to locate and pull items Step 1—Select a pull list 1. From the Home screen, press Pull. The Pull Lists screen displays all the pull lists on the memory card. 2. Select the pull list that contains the item(s) that you want to pull. Digital Library Assistant The numbers above the pull-list name indicate: number of items that still need to be pulled/ total number of items in the original list.
3M™ Digital Library Assistant User Guide Step 2—Use the DLA to find items on the pull list 1. Use the scroll buttons to move down the list and select the item that you want to pull. 2. Locate the shelf area where the item should be located. This is the area where you will start using the DLA. 3. Press the trigger and use the DLA to locate the pull item. The method used to locate the item varies depending on whether the Between option is ON or OFF. (See the descriptions below.
3M™ Digital Library Assistant User Guide Finding items with the Between option OFF (deselected) When the DLA reads the pull item’s tag, it plays a rapid series of high-toned beeps and all three lights illuminate. Pull Items Pull List Name 3/3 Press Trigger Pull 1 The new alchemists : brea 620.11 Hazen The distance indicator and shelf-order information are not displayed.
3M™ Digital Library Assistant User Guide the pull list. Pull Items 24/32 Press Trigger To restore a pull list Digital Library Assistant 1. Display the Pull Lists screen. Pull 1 The new alchemists : brea 620.11 Hazen Check Shelf Order 2. Select the pull list that you want to restore. Use the scroll buttons or stylus to select a list. 3. Press Restore. Collect Data +0 Between: The science of structures Pull Items 620.11 Gor Sort & Shelve Order Collect The substance of civiliza Pull 620.
3M™ Digital Library Assistant User Guide Using the Sort-and-shelve function The Sort and Shelve function can greatly simplify the process of fine sorting and shelving items. Overview This section describes three basic ways to use the Sort-and-shelve function. You may find other ways to use the Sort-and-shelve function. Shelving-order list When you use the Sort-and-shelve function to read a group of items, the DLA generates a shelving-order list (the order that you will shelve the items).
3M™ Digital Library Assistant User Guide Display-list features 1. Display list counter—displays the number of search items read / the total number of items read. 2. Shelving-order list – the DLA lists the items in the order that they will be shelved. 3. Item-location graphic—Each item on the list has an item-location graphic that shows the item’s current location in relation to the other items read. The number in the shelf-location graphic box indicates its shelving order.
3M™ Digital Library Assistant User Guide Method 1—Temporary storage and shelving of returned items Use this method for shelving groups of returned items. 1. After checking in returned items, place the unsorted items on temporary shelves. 2. Use the Sort-and-shelve function to read the unsorted items on the shelf. a) From the Home menu, press Sort. b) Press and hold the trigger (or use the trigger lock) and read each item by scanning each shelf from left to right.
3M™ Digital Library Assistant User Guide Method 2—Fine sort “in-house” items on a cart and then shelve Use this method to shelve “in-house” items that you place on a cart. The Sort-and-shelve function provides the additional benefit of allowing you to save the item listing in an inhouse collection category. You can then use Data Manager software to import the “in-house” collection category to update your circulation system records. 1. Gather all the “in-house” items and place them (unsorted) on a cart. 2.
3M™ Digital Library Assistant User Guide Method 3—Place unsorted items on a cart and shelve You can use this method for “in-house” items or any other group of unsorted items that you want to shelve. For example, you can use this method to shelve items directly from an unsorted or rough-sorted cart. 1. Place unsorted items onto a cart. 2. Use the Sort-and-shelve function to read the unsorted “in-house” items that you placed on a cart. a) From the Home menu, press Sort.
3M™ Digital Library Assistant User Guide Using the Find Items function The Find Items function provides a quick way to use the DLA to find items without having to use Data Manager software to create a pull list or search list. This function uses a simple user-defined search function (Specify Find Criteria) to find any item on a shelf-order list that is on the DLA's memory card. To use the Find function Step 1—Use the Specify Criteria screen to enter the item that you want to find 1.
3M™ Digital Library Assistant User Guide The software searches the lists currently on the memory card for any items that match the find criteria. 4. If the DLA finds matches, the Item information appears on the screen. If the DLA finds multiple matches, use the scroll buttons to view other items. Step 2—Use the DLA to help locate items The Verify option is disabled when using the Find Items function. Find Items 1. If necessary, use the scroll buttons to select the item that you want to find.
3M™ Digital Library Assistant User Guide the screen (indicating that the item is missing or misshelved). If you think that the item is mis-shelved, use the DLA to read the shelves near the correct location to see if you can locate it. Note: When reading the shelves to locate the first item on the find list, the DLA displays the Other Find Item box if it reads another item on the current find list. 7. Press New to return to the Specify Find Criteria screen and specify new find criteria.
3M™ Digital Library Assistant User Guide Using the Search for Items function The Search for Items function can quickly check a group of items for any items that may be on any active search list. The DLA only detects items that are on an active search list. See Deactivating search lists on page 27 for more information. Procedure 1. From the Home screen, press Search. 2. Pull the trigger and use the DLA to read the items.
3M™ Digital Library Assistant User Guide Using the Shelve Items function Use the Shelve Items function to find the correct location for items that you want to re-shelve. Before you begin… The memory card that you use must contain a shelf-order list for the area of the library where you will be shelving items. The memory card may also include search lists and/or collection categories.
3M™ Digital Library Assistant User Guide Step 1—Use the DLA to find the correct shelf 1. From the Home screen, press Shelve. 2. Use the DLA to read the item that you want to shelve. Shelve Items +0 Press Trigger To Begin Someday Soon PS3513.A413 S5 1941 a) Hold the item in your hand. b) Place the DLA antenna against the left side of the item. Goes Between: c) Press the trigger. The item should appear on the display.
3M™ Digital Library Assistant User Guide Step 2—Use the DLA to find the shelf location 1. Use the DLA to start reading the shelf. Shelve Items 2. Use the indicator lights, alert sounds, and the distance indicator number to find the correct location. The distance indicator number can help you quickly determine how close the DLA is to the correct location. - 14 Scan in Progress Someday Soon PS3513.A413 S5 1941 Goes Between: 3.
3M™ Digital Library Assistant User Guide Using the Change Security function This function enables you to scan one or more items to change their security status from secure to unsecure, or from unsecure to secure. Note: The DLA will only attempt to set security on items that are not in the selected security state. The list that is built during the scan contains only the items that the DLA attempts to set.
3M™ Digital Library Assistant User Guide Using the Show Item Info function This function enables you to quickly scan a single item and display detailed item information. Procedure 1. From the Home screen, press Info. As shown in the example, the Show Item Info screen displays labels for eight types of item information. The Location ID and Location Description fields apply only to libraries that use Location tags. 2. Pull the trigger and scan an item.
3M™ Digital Library Assistant User Guide Only for libraries using location tags Location tags are used by many libraries, especially larger facilities, to clearly identify specific areas in a building such as individual shelving units, groups of units, and areas located on different floors or wings throughout the facility.
3M™ Digital Library Assistant User Guide Using the Check Location function Note: This function applies only to libraries using location tags. This function enables you to perform two tasks: scan a shelf and locate items that are in the wrong location, exactly the same as the procedure on the previous page, and shelve items that are in the correct location but are out of order. Digital Library Assistant Find Items Search for Items Shelve Items Check Location+Order Procedure Find 1.
3M™ Digital Library Assistant User Guide Using the Check Location+Order function Note: This function applies only to libraries using location tags. This function enables you to perform two tasks: • • Scan a shelf and locate items that are in the wrong location, exactly the same as the procedure on the previous page, and Shelve items that are in the correct location but are out of order. Digital Library Assistant Find Items Search for Items Shelve Items Check Location+Order Procedure Find 1.
3M™ Digital Library Assistant User Guide Using the Inventory Location function Note: This function applies only to libraries using location tags. This function enables you to a) collect item IDs, and b) automatically assign all scanned items to a specific location ID in the library. Location information is displayed on the second line from the top, and primary and secondary information are displayed for each item. Procedure 1.
3M™ Digital Library Assistant User Guide Troubleshooting This section includes solutions to some common problems that may occur. DLA startup problems Problem Solution The DLA does not appear to work. The power will not come on (screen remains blank). Perform the DLA Reset Procedure described in the 3M™ Handheld RFID Reader Owner's Manual. The DLA Home screen does not appear.
3M™ Digital Library Assistant User Guide Problem Solution The DLA displays incorrect item information. Start Data Manager software, check (preview) the export For example, the DLA displays a title where there should be format that you assigned to the list. an author. If the export format is set up correctly, check for problems in the various lists generated from your circulation system. If the DLA indicates a misshelved item but the item is shelved correctly.
3M™ Digital Library Assistant User Guide Problem Solution Check the Data Manager software setup to make sure that any new circulation system records were added to the shelf-order and/or search lists. This usually requires generating new lists from your circulation system and exporting them to a memory card. If applicable, make sure that the correct barcode filter was exported to the memory card.
3M™ Digital Library Assistant User Guide Problem Solution charge. Start each day with a fully charged battery. If your site has a Handheld Model 803/804 and a Handheld Model 702 or Model 802, do not use the batteries that came with the Model 702/802 in the newer Handheld Model 803/804. They will not last as long as the batteries shipped with the Model 803/804. Always use 2400mA/hr or greater batteries in the Model 803/804. 78-8126-8418-7e © 3M 2012. All rights reserved.
3M™ Digital Library Assistant User Guide DLA staff training About staff training Use the following DLA Training Outline to develop your in-house staff-training program. This outline gives you the main training points in a logical sequence. You may want to add to this outline and develop some examples that you can demo in the stacks. Time—Allow approximately 1.5 hours for basic training with a class size of two people per DLA. Of this time, approximately one hour is spent performing tasks with the DLA.
3M™ Digital Library Assistant User Guide Using the screen light option will reduce the amount of real usage time. c) When stored on the shelf (not used) the DLA slowly uses the battery. The DLA battery will last approximately one week when stored in the DLA. 2. Battery replacement procedures: a) Replace the battery after a session of heavy use or if the battery indicator shows less than 50% of the charge remaining. b) During use, the DLA warns the user if the battery level is too low.
3M™ Digital Library Assistant User Guide Using the Check Shelf Order function Most sites use the Check Shelf Order function on a daily basis. This function is a good choice for training because it combines most of the DLA “best practices.” 1.
3M™ Digital Library Assistant User Guide Other DLA functions (as required) • Data Collection / Inventory / In-House Use (optional) • Find Items (optional) • Pull Items (optional) • Sort & Shelve (optional) • Shelve Items (optional) • Search for Items (optional) • Change Battery • Setup Lists (optional) • Trigger Lock • Screen Light Battery replacement Explain battery replacement procedure outlined in the 3M™ Handheld RFID Reader Owners Manual.
3M™ Digital Library Assistant User Guide Warranty 78-8126-8418-7e © 3M 2012. All rights reserved.
3M™ Digital Library Assistant User Guide 3M Service Information to gather Before you call, please have the following information available: • Name, address, and telephone number of your facility • Model number(s) of equipment you are calling about —and, if applicable, other equipment installed • Your question(s), or if applicable, a description of the problem or issue you want addressed 3M Service phone numbers For questions regarding your system, call one of the following numbers.
