Peripherals and integration configuration

In the Configuration section, under Settings/Peripherals and integration, you can view and make settings related to peripheral equipment and integration.

Item numbers

The format of item numbers is set at initial installation of the system.

Print settings

The system includes default settings for printing of bibliographic labels, spine labels, receipts and reservation slips. The default settings will be used unless local print settings have been created.

To create a local print settings instead of using the default simplified layouts, click Add local print setting and select a print type. Most of the local print settings support using a set of variables to adapt the content. You can also set a suitable label height and width, and make different layout settings.

Select an organisational level in the dropdown to see which print settings have already been defined on different levels.

Labels

  1. Define the default width and height.

  2. If you want to, you can limit the number for characters for the title, creator, shelf and main entry, and also select to print the main entry in capitals if that suits you.

  3. Under Layout, add the content to include on the label and make layout settings in the editor. You can enter a combination of text and variables.

These variables can be used to customize bibliographical labels and spine labels:

Variable Description
{{BranchShortName}} The branch short name, defined in organisational settings
{{BranchCode}} The branch code, defined in organisational settings
{{DepartmentName}} The department name, defined in department settings
{{DepartmentCode}} The department code, defined in department settings
{{SectionName}} The section name, defined in section settings
{{SectionCode}} The section code, defined in section settings
{{ItemShelf}} The item shelf, defined in the item details
{{Creator}} The creator of the item
{{Title}} The title of the item
{{MainEntry}} The main entry based on creator and manifestation title information
{{Barcode}} The generated image of the barcode (Code 128)
{{ItemNumber}} The barcode characters
{{ISBN}} The ISBN of the item
{{ManifestationType}} The manifestation type

{{Year}}

The year of the main publication event

 

Note:
The variables must be entered exactly as in the table.

When you have created your layout, you can scan or enter any item number in the box and print the label to see that you get the expected result.

Reservation slips

  1. Define the default width.

  2. Select if name, patron category, comment and/or school class should be included on the printout. Only patron categories that have been marked as possible to include on reservation slips will be included when printing.

See also: Patron categories

Receipts

You can define separate print type settings for check out/renewal receipts, check-in receipts, payment receipts and receipts for removal of debts.

  1. Select print type, communication language and default width.

  2. Enter an item number for testing, if you want to.

  3. Under Layout, add the content to include on the label and make layout settings in the editor. You can enter a combination of text and variables.

These variables can be used to customise receipts:

Variable Description
{{LibraryName}} The name of the branch, defined in organisational settings
{{BranchAddressLine1}} The branch contact details, defined under Contact information in organisational settings
{{BranchAddressLine2}}
{{BranchPostcode}}
{{BranchCity}}
{{BranchCountry}}
{{BranchPhoneNumber}}
{{BranchEmail}}
{{BranchPaymentReceiver}}
{{BranchOrgNumber}}
{{BranchInfo1}} The branch information texts, defined in organisational settings
{{BranchInfo2}}
{{ItemList}} The items included on the receipt. The content varies depending on the receipt type.
{{NumberOfItems}} The number of items included on the receipt.
{{Date}} The date
{ {PatronIdentifier}} Patron’s unique number
{{PatronCard}} Patron’s card number. Prints the first active non-blocked card for the patron. If all cards are blocked/inactive, no card number is printed.

 

Note:
The variables must be entered exactly as in the table.

When you have created your layout, you can scan or enter your test item number in the box and preview the receipt to see that you get the expected result. The print setting will be used as soon as it is saved, so it is important to preview by entering a test item number, and not to press the Enter key until you are done.

Note:
For the receipt for removal of debts, there is no default receipt defined in the system. If you do not configure a print setting for this receipt type, it will not be possible to print a receipt when a debt is removed.

 

Patron summary receipts

You can define separate print type settings for Patron summary receipts. The Patron summar receipt can be printed from check-out and Patron details. It works the same as for all other receipts, and the variables that can be used are listed below. If no print setting is created, the standard content will be used.

Variable Description
{{LibraryName}} The name of the branch, defined in organisational settings
{{BranchAddressLine1}} The branch contact details, defined under Contact information in organisational settings
{{BranchAddressLine2}}
{{BranchPostcode}}
{{BranchCity}}
{{BranchCountry}}
{{BranchPhoneNumber}}
{{BranchEmail}}
{{BranchPaymentReceiver}}
{{BranchOrgNumber}}
{{BranchInfo1}} The branch information texts, defined in organisational settings
{{BranchInfo2}}
{{LoanList}} A list of current loans including heading with total number of loans
{{ExternalLoanList}} A list of current e-loans including heading with total number of loans
{{ReservationList}} A list of current reservation including heading with total number of reservations
{{DebtList}} A list of current debts including heading and a total. Note: this list does not include bills. The list can include debt ID as well if checkbox for debt ID is checked in the print setting.
{{TotalDebt}}  
{{MembershipExpiryDate}}  
{{Date}} The date
{ {PatronIdentifier}} Patron’s unique number
{{PatronCard}} Patron’s card number. Prints the first active non-blocked card for the patron. If all cards are blocked/inactive, no card number is printed.

Self-service error messages

Select branch, workplace and type in the dropdowns to show the error messages that can be displayed on self-service machines. You can also add new error messages.

Integration settings

Click Add setting to create an integration with an external system. In the window that opens next, select organisation and integration to display the parameters for that specific integration. The values to fill in must be received from the integration party.

Local device configuration

You set up the connection between the self-service machines and Quria by adding a local device configuration.

Click Add local device configuration and fill in the settings.

Setting Description
Local device user ID  The user ID sent from the self-service machine
Local device password  The password sent from the self-service machine
Allow patron access without PIN code Check this box if you want to allow patrons without PIN code to be accepted.
Use strict XML

If this box is unchecked, the characters &, <, >, “ and ' will be sent in the SIP2 message to the self-service machine as is if they appear in the message - for example in a title. Newer self-service machines might not be able parse the SIP2 XML message in that case.

If the box is checked, the characters &, <, >, “ and ' will be escaped (& will be &amp; etc.) in the SIP2 XML message but will require the self-service machine to unescape the characters before printing them on the screen or on receipts.

Note that because of caching, it can take up to an hour before checking/unchecking the box has an effect.
User The Quria system user that should be connected to all transactions from the self-service machine. See also: Adding a system user

Export definitions for metadata and holdings

 

To be able to limit what records and holdings you want to export via OAI-PMH , you can define Export definitions. This is done in Configuration/Settings/Peripherals and integration/Export definitions.

When external parties harvest from Quria, they need to define which export definition they want to use by defining the set parameter where the export definition Code should be entered. The export uses the matching export definition (where code matches the "set") for both records and holdings.

In the export definitions, you define what should NOT be exported, for example, if manifestation types are selected, the manifestations with these manifestation types will not be exported at all.

You can select if holdings should be exported and how the holding data should be exported. The settings for Organisations, Departments, Sections and Items types limit what holdings that will be exported.

Note:
When external parties are interested in harvesting catalog data from Quria, they need access to Quria OAI-PMH api:s. To get access to the relevant api:s, contact Axiell support. If possible, provide contact information to the technical contact person at the external party.

 

How to define what data should be included in the export to OAI-PMH:

Add definition and set a Code. Then use Holding data and choose between Holdings based on ISIL, Holdings based on Library code, Holdings based on Organisation code and Holdings based on Organisation ID. Select Manifestation type that should not be included. Select Organisation, Departement, Section and Item type to prevent items from being included in the holding information. Add the definition.