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 tables. Avoid copying and pasting variables directly from the online help, as hidden HTML could cause the system to not recognize them.

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 settings for check out/renewal receipts, check-in receipts, payment receipts and receipts for removal of debts if the system default receipts are not suitable.

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.

  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 tables. Avoid copying and pasting variables directly from the online help, as hidden HTML could cause the system to not recognize them.

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.

 

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}} The total of the current unpaid debts.
{{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.

External patron lookup settings

Quria provides several patron lookup services for third-party suppliers to verify patrons using their card/PIN. Access to these services is configured specifically for each Quria customer, meaning there is no general access.

Available patron lookup services:

  1. Generic endpoints

    1. small (included in response: status, age, access to Open library, patron ID)

    2. medium (included in response: status, age, access to Open library, patron category, custom fields, patron ID)

    3. large (included in response: status, age, access to Open library, patron category, custom fields, name, address, phone numbers, active e-mail, active patron cards, patron ID)

  2. Specific endpoints (Germany and Switzerland)

    1. brockhaus

    2. divibib

    3. divibib_adult - special endpoint that blocks children

    4. divibib_all - enpoint that allows all patrons regardless of age

    5. freegal

    6. genios

    7. overdrive

    8. munzinger

    9. filmfriend

If a patron is blocked or does not exist, the response will indicate that access should not be granted.

The response status is the same for all endpoints:

  • 0: the card/PIN is not correct or the patron does not exist

  • 1: the patron is blocked

  • 2: the patron is granted access

Setting up access rules

You can set specific rules for access based on:

  • Membership type

  • Patron category

  • Patron age group

If no rules are setup, access will be granted by default unless the patron is blocked for some other reason.

Steps to create settings:

  1. Navigate to Configuration - Settings - Peripherals and integrations - Patron lookup services

  2. Click Add

  3. Select the relevant account in Organisation

  4. Select the relevant Endpoint

  5. Enter an Alternative name if different rules are needed for the same endpoint, e.g. two different third-party suppliers use the same endpoint but with different rules. Should only be used if necessary since it needs extra configuration and communication with the third-party supplier and Axiell. Do NOT use space and avoid special characters and mixing upper and lower case letters to keep it as simple as possible for Axiell and the third-party supplier to set it up correctly.

  6. Add the necessary rules for this endpoint by selecting criteria and setting access permissions.

  7. The rules are evaluated in the same order as they are listed.

By following these steps, you can configure specific access rules for each patron lookup service endpoint as needed.

What URL should the third party use to make a patron lookup call?

When an endpoint is activated for a customer,Axiell will provide you with the necessary details.

  • If you have multiple accounts, the URL must include a user (from Configuration/Users) to look up patrons in the correct account.

  • If you have only one account, you don’t need to specify a user in the URL. This also applies if only one account is used for patron lookups, and it’s the one set up for the system user.

  • If you're unsure which account is set up for the system user, Axiell needs to check, as the system user is hidden to prevent accidental changes or deletion.