Smart Check System Model 888 Smart Sorter Model 773 and Model 775 Sort Bin Model 777

Transcription

1 Smart Check System Model 888 Smart Sorter Model 773 and Model 775 Sort Bin Model 777 Administrator Guide 3M Library Systems 3M Center, Building 225-4N-14 St. Paul, MN Copyright M. All rights reserved Rev. A

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3 Table of Contents Safety Information... 1 Introduction...1 Intended Use Statement...1 Safety Message Format...2 Safety Messages...3 Regulatory Compliance...6 USA...6 Canada...6 Europe...6 Safety label locations...7 3M Smart Check System Model M Smart Sorter Model 775 (5-bin)...9 3M Smart Sorter Model 773 (3-bin)...13 Introduction Smart Check Manager Configuration Smart Check Manager Main Screen...17 Customizing Screen Messages...18 User-created screen-message graphics...18 User-created language graphics...19 Selecting a screen message to edit...20 Editing message text...21 Changing the main graphic...21 Selecting a sound...22 Selecting a language graphic...22 Default screen messages...23 Receipt Design...26 Creating a Patron Receipt...26 Using Receipt Scheduler...27 Staff Receipt...28 Sorting Settings...29 Overview...29 Step 1 - Define Sort Locations...30 Step 2 - Define Supported Sorts (sort criteria)...31 Step 3 Create a Sort Matrix...32 Step 4 - Test the Sort Matrix...35 Multimedia...36 Video and Sound Settings Summary...36 Adding and changing System Sounds...37 Adding and enabling Idle Sounds...38 Adding and Enabling Idle Videos...39 Item Identification...40 DID Configuration...40 Barcode Configuration...41 Creating a DID/Barcode Filter...42 Barcode Filter Language...45 Barcode Filter Commands...45 Command Descriptions...46 How barcode-filter collections are applied...48 Barcode Filter Examples...49 Testing Barcode Filters...50

4 General Settings...51 Set Up General Settings...51 Router...53 Security & Backup...54 Backup System - Configuration and file selection System (Future)...55 Communications Settings...56 Using the Accept all items feature...56 Configuring the Accept all Items feature...57 Using the Auto Reset feature...58 Configuring Auto Reset...59 Smart Check Utility Software Installing Smart Check Utility software...60 Using Smart Check Statistical Viewer software...61 Starting Statistical Viewer software...61 Viewing statistical data...62 Printing statistical data summaries...63 Exporting statistical data...63 Using Remote Monitor software...64 Configuring Smart Check Manager software to enable remote monitoring...64 Viewing machine status using Smart Check Remote Monitor software...65 Viewing Remote Monitor Communications status...66 Using Log Viewer software...67 Using the Simpl utility software...68 Configuring Simpl Troubleshooting Receipt Printer Problems...69 Receipt Printer is not printing...69 Error Codes and Error Recovery...70 Obtaining Service Contacting Support M Library Systems Website...72

5 Safety Information Introduction We provide important safety information and warnings to assist you in understanding and avoiding potential harm to yourself, and possible damage to equipment, during the installation and use of the 3M Smart Check System. Although this manual describes potential hazards you may encounter during the operation of this product, we cannot predict all of the possible hazards and this list should not be a substitute for your judgment and experience. Before you use this equipment, please read and observe all safety information and instructions in this manual. If you are unsure about any of the potential hazards discussed, please contact your supervisor immediately. Read, understand, and follow all safety information contained in these instructions prior to using the 3M Smart Check System and 3M Smart Sorter. Retain these instructions for future reference. Intended Use Statement The 3M Smart Check System and 3M Smart Sorter make up an ATM-style self-return system intended for use by library customers when returning library materials, and by library staff when receiving returned materials. The system is designed for use in an indoor library environment and has not been evaluated for other locations or uses. 1

6 Safety Message Format Safety messages are designed to alert you to potential hazards that can cause personal injury to you or others Each safety message box contains: a safety alert symbol ( ); one of two signal words: WARNING or CAUTION; a safety label symbol ( ); and a safety message. In addition to the symbols and words, each safety message: Identifies the hazard. Describes what you can and should do to avoid the risk of exposure to the hazard. Conveys the probable consequences of not avoiding the hazard. The signal words, safety label symbols, and their meanings are shown below: DANGER Indicates a potentially hazardous situation, which, if not avoided, will result in death or serious injury. WARNING Indicates a potentially hazardous situation, which, if not avoided, could result in death or serious injury. CAUTION Indicates a potentially hazardous situation, which, if not avoided, may result in minor or moderate injury or property damage. DANGER The safety message is in this box. WARNING The safety message is in this box. CAUTION The safety message is in this box. The (Information) icon is used in this manual to draw your attention to other important information 2

7 Safety Messages DANGER To reduce the risks associated with hazardous voltage (electric shock) which, if not avoided, will result in death or serious injury: Resensitizer module contains hazardous voltage -- read accompanying documentation. WARNING To reduce the risks associated with hazardous voltage (electric shock) which, if not avoided, could result in death or serious injury: No user serviceable parts inside. Do not attempt to service or repair. Do not use if power cord is damaged. Read accompanying documentation. WARNING To reduce the risks associated with fire or explosion related to insertion of non-authorized items, which, if not avoided, may result in minor or moderate injury: Install security procedures and equipment appropriate to conditions. Comply with applicable building codes and insurance concerns. CAUTION To reduce the risks associated with pinching of hands and/or entanglement, which, if not avoided, may result in minor or moderate injury: Keep hands, long hair, and loose articles of clothing or jewelry away from any of the moving drive sprockets and conveyer belts. To reduce the risks associated with skin abrasion and/or entanglement, which, if not avoided, may result in minor or moderate injury: Keep hands, long hair, and loose articles of clothing or jewelry away from resensitizer moving drive sprockets, sorter moving drive sprockets, and conveyor belts. 3

8 CAUTION To reduce the risks associated with pinching of hand, which, if not avoided, may result in minor or moderate injury: Keep hands, long hair, and loose articles of clothing or jewelry away from transverse sweep belt. Prevent unauthorized access to product. To reduce the risks associated with crushing of hand and/or skin abrasion and/or entanglement which, if not avoided, may result in minor or moderate injury: Keep hands, long hair, and loose articles of clothing or jewelry away from moving transverse sweep conveyor belts. To reduce the risks associated with entanglement with rotating couplers, which, if not avoided, may result in minor or moderate injury: Keep hands, long hair, and loose articles of clothing or jewelry away from moving drive sprockets and belts. To reduce the risks associated with falling, which, if not avoided, may result in minor or moderate injury: Do not lean on the surface of the Sort Bin. To reduce the risks associated with crushing and/or pinching of hand, which, if not avoided, may result in minor or moderate injury: Keep hands away from the entry cove sliding door. To reduce the risks associated with tripping, which, if not avoided, may result in minor or moderate injury: Stay clear of the Sorter feet extensions. To reduce the risks associated with pinching of hand which, if not avoided, may result in minor or moderate injury: Keep hands away from sliding printer rail. 4

9 CAUTION To reduce the risks associated with environmental contamination from the incorrect disposal of various parts of this machine, which, if not avoided, may result in minor or moderate injury: Follow recommended disposal procedures for laser devices in accordance to federal, state, and local requirements. Follow recommended disposal procedures for lithium batteries in accordance to federal, state, and local requirements. Circuit boards contain lead. Dispose of in accordance to federal, state and local requirements. To reduce the risks associated with explosion due to incineration of lithium batteries, which, if not avoided, may result in minor or moderate injury: Follow recommended disposal procedures for lithium batteries in accordance to federal, state, and local requirements. To reduce the risks associated with exposure to laser light, which, if not avoided, may result in minor or moderate injury: Do not reuse the laser device in another application. IMPORTANT NOTE Belts can be made to operate by service personnel when Smart Check is pulled out for service. Service personnel are expected to secure the area during service. Rope off area to protect patrons or non-service personnel. IMPORTANT NOTE The Code of Federal Regulations (CFR) 21CFR requires the following statement for products containing lasers: Caution use of controls or adjustments or performance of procedures other than those specified herein may result in hazardous laser light exposure. 5

10 Regulatory Compliance USA FCC Radio Frequency Rules and Regulations This equipment has been tested and found to comply with the limits for a Class A device, pursuant to Part 15 of the FCC Rules. These limits are designed to provide reasonable protection against harmful interference when the equipment is operated in a commercial environment. This equipment generates, uses, and can emit radiated radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause harmful interference to radio communications. Operation of this equipment in a residential area is likely to cause harmful interference in which case the user will be required to correct the interference at his own expense. FCC Intentional Radiator Certification (for Smart Check Model 888 only) FCC ID: DGFLSD888 This equipment contains an intentional radiator approved by the FCC under the FCC ID number shown above. This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. NO MODIFICATIONS. Modifications to this device shall not be made without the written consent of The 3M Company. Unauthorized modifications may void the authority granted under Federal Communications Commission Rules permitting the operation of this device. Canada Industry Canada Radio Frequency Rules and Regulations (for Smart Check Model 888 only) This Class A digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numerique de la classe A respecte toutes les exigences du Reglement sur le materiel brouilleur du Canada. Canada: Pending Europe This equipment complies with the requirements of the RTTE and EMC directives. 6

11 Safety label locations 3M Smart Check System Model 888 SCANNER UNITS ONLY SMC_FSH_007 7

12 3M Smart Check System Model 888 (continued) High voltage. Power must be disconnected before servicing. Service Personnel Warning Disconnect power before servicing. Unit contains high voltage electrical circuits that must be discharged and checked for voltage prior to servicing. Service should be performed only by 3M factory trained service personnel. 3MSmart Check Model V~ 50/60 Hz 3 A FCC ID: DGF-LSD888 CANADA: S/N: 888XXXX N This device complies with part 15 of the FCC Rules. Operation is subject to the following conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. This Class A digital apparatus also meets all requirements of the Canadian Interference- Causing Equipment Regulations. C est appareil numerique de la classe respecte toutes les exigencies du Reglement sur le material brouiller du Canada. SMC_FSH_008 8

13 3M Smart Sorter Model 775 (5-bin) SMC_FSH_009 9

14 3M Smart Sorter Model 775 (5-bin) (continued) 3MSmart Sorter Model V~ 50/60 Hz 3 A S/N: 775XXXX N This device complies with part 15 of the FCC Rules. Operation is subject to the following conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. SMC_FSH_010 This Class A digital apparatus also meets all requirements of the Canadian Interference- Causing Equipment Regulations. C est appareil numerique de la classe respecte toutes les exigencies du Reglement sur 10

15 3M Smart Sorter Model 775 (5-bin) (continued) SMC_FSH_001 11

16 3M Smart Sorter Model 775 (5-bin) (continued) SMC_FSH_002 12

17 3M Smart Sorter Model 773 (3-bin) SMC_FSH_003 13

18 3M Smart Sorter Model 773 (3 bin) (continued) This device complies with part 15 of the FCC Rules. Operation is subject to the following conditions: (1) This device may not cause harmful interference, and (2) This device must accept any interference received, including interference that may cause undesired operation. This Class A digital apparatus also meets all requirements of the Canadian Interference- Causing Equipment Regulations. 3M Smart Sorter Model V~ 50/60 Hz 2,5 A S/N: 773XXXX SMC_FSH_004 N C est appareil numerique de la classe respecte toutes les exigencies du Reglement sur 14

19 3M Smart Sorter Model 773 (3 bin) (continued) On Electrical Box Cover SMC_FSH_005 15

20 3M Smart Sorter Model 773 (3 bin) (continued) SMC_FSH_006 3M Sort Bin Model 777 SMG_SG_11A 16

21 Introduction The 3M Smart Check System Administrator's Guide contains procedures and troubleshooting information that applies to administrator level functions of the Smart Check software. Many commonly used procedures, safety information, machine specifications, and other information are contained in the 3M Smart Check System Staff Guide. Smart Check Manager Configuration Smart Check Manager software allows you to configure the Smart Check System and Smart Sorter to the needs of your library. This section includes procedures for configuring your Smart Check system. Starting Smart Check Manager Software 1 Start the Smart Check system (see Staff Guide for start-up procedure). 2 Open the side door to access the keyboard and mouse. 3 When the Smart Check program is active, press the Esc key on the keyboard to exit the Smart Check program. The Windows desktop appears. 4 Double-click on the Smart Check Manager shortcut in the Smart Check folder on the Windows desktop to start Smart Check Manager software. Smart Check Manager Main Screen The Smart Check Manager Main Screen allows you to access the following screens for Smart Check configuration: Screen Messages Receipt Design Sorting Settings Multimedia Item Identification General Settings Security & Backup Communications (technician-access only) Smart Check Manager Main Screen 17

22 Customizing Screen Messages The Smart Check system includes a number of bitmap graphics that you can select to appear along with various screen messages. The Screen Messages screen allows you to customize the messages, graphics, and sounds used for the various screens displayed on the Smart Check system. User-created screen-message graphics You can create your own bitmap screen-message graphics that can be displayed on the Smart Check system. Screen-message graphics format Graphic file format: standard windows bitmap (.bmp) Color resolution: 16 million colors Image size: 930 pixels by 471 pixels (The size must be very accurate to fit into the Smart Check frame.) The Smart Check system resolution is fixed at 1024 x 768 (true color). File location Copy user-created bitmap screen-message graphics files into the C:\SmartCheck\Pictures folder on the Smart Check computer. To use user-created graphics: 1 Create the graphic in a third-party graphics program. 2 Save the graphic as a windows bitmap (.bmp) file. 3 Copy the bitmap file into the C:\SmartCheck\Pictures folder on the Smart Check computer. 4 At the main screen, click Screen Messages, and then click Select Message. 5 Click the message that you want to change and click OK. 6 Click Graphic and click the graphic file that you want to add to the selected message. 7 Click OK. 18

23 User-created language graphics You can create your own foreign-language bitmap graphics that can be displayed in the upper right portion of any screen. The language graphic replaces the text message that you typically edit using the keyboard. To create screen messages in an unsupported language (e.g., Chinese): 1 Create the message in a 3rd-party graphics program. 2 Save the graphic as a bitmap (.bmp) file. 3 Copy the bitmap file into the C:\SmartCheck\Languages folder on the Smart Check computer. 4 At the main screen, click Screen Messages, select a message, and click Languages to add your bitmap to the upper right portion of the selected screen. See Selecting a language graphic on page 22. A user-created language graphic can replace the text area in the upper right portion of the screen. Screen-message graphics format Graphic file format: standard windows bitmap (.bmp) Color resolution: 16 million colors, Image size: approximately 700 pixels by 175 pixels (The size must be adjusted to fit into the text message frame.) The Smart Check system resolution is fixed at 1024 x 768 (true color). File location Copy any user-created bitmap screenmessage graphics files into the C:\SmartCheck\Languages folder on the Smart Check computer. 19

24 Selecting a screen message to edit After you select a message to edit, use the procedures on the following pages to customize the text, graphics, sounds, and language graphics used in the various screen messages. The default messages should not be changed unless your library requires custom messages. See Default screen message on page 23 for a list of the various screen messages and their default settings. 1 Click Screen Messages on the Smart Check Manager Main Screen to access the Screen Messages screen. 2 On the Screen Messages screen, click Select Message. The Select Message window appears. Screen Messages screen 3 From the Select Message list, click the message that you want to change and then click OK. The selected message should now appear on the Screen Messages screen. Select the message that you want to change. 20

25 Editing message text 1 Click in the text field in the upper part of the screen as shown and edit the current text or type in a new message. 2 When you have finished editing the selected message, either: select another Screen Message to edit; or, click Save in the lower right corner to save the changes and close the screen. 3 Use the procedures on the following pages to customize the text, graphics, sounds, and languages used in the various screen messages. Click in the text field in the upper part of the screen as shown and edit the current text or type in a new message. Changing the main graphic 1 On the Screen Messages screen, click Graphic. The Main Graphic window appears. 2 If a graphic file is already listed in the yellow field below the file list, click Clear to remove the file. 3 Click the file you want to use for the main graphic from the list in the window and then click OK. The selected graphic appears on the screen. 4 When you have finished editing the current message, either select another Screen Message to edit, or click Save in the lower right corner to save the changes and close the screen. Main Graphic window 21

26 Selecting a sound You can create your own.wav files that you can select to play for various conditions. Place your custom.wav files in the C:\Smart Check\Sounds folder. These custom files will appear in the Select Sound dialog box (see below). 1 On the Screen Messages screen, click Sound. The Select Sound window appears. 2 Click the file you want to use for the Smart Check System sound from the list in the window. 3 Click Play in the Select Sound window to hear the sound before you finish your selection. 4 Click OK to complete your selection. The selected sound is now the default sound for the Smart Check Program. 5 When you have finished editing the current message, either select another Screen Message to edit, or click Save in the lower right corner to save the changes and close the screen. Select Sound window To set the sound to None 1 Click Clear and then click OK. 2 At the main Screen Messages screen, click Save. Selecting a language graphic The user-created language graphic replaces the text area in the upper right portion of the screen. 1 On the Screen Messages screen, click Language. The Language Graphic window appears. 2 If a file is already listed in the yellow field below the file list, click Clear to remove the file. 3 Click the language file you want to use from the list in the window and then click OK. Language files are user-created bitmap files that must be copied to the C:\SmartCheck\Languages folder on the Smart Check computer. 4 When you have finished editing the current message, either select another Screen Message to edit, or click Save in the lower right corner to save the changes and close the screen. Language Graphic window 22

27 Default screen messages The following table lists the various screen messages displayed by the Smart Check system. The Screen Messages function allows you to change the text, graphics, sounds, and languages associated with each screen message. See Customizing Screen Messages on page 18 for information on how to change these screen messages. Name/Description Default Text Default Graphic File Default Sound File 1 Waiting for an Item 1) Place your item onto the belt as shown. This screen is the default screen that is shown when Smart Check is ready to accept items. 2 Receipt Printing This screen appears when the Customer presses the Print Receipt button on the touch screen. 2) Wait for the "Item Returned" message to appear. 3) Press the "Print Receipt" button when all items have been returned. Please take your receipt. SmartCheck Book.bmp/ None None SmartCheck Receipt.bmp/ 3 Not Ready for Next Item This screen appears when a Customer covers the front sensor while the current item has not finished its transaction and the belt is still moving forward. Please wait until the current item has finished, please remove the new item from the belt. Sad.wav SmartCheck Book with No Symbol.bmp/ 4 Item was Removed Too Soon This screen appears when the current item is removed before it has finished its transaction. You have removed your item too soon. Please leave your item on the belt. Sad.wav Smart Check Book Question Mark.bmp/ 23

28 Name/Description Default Text Default Graphic File Default Sound File 5 Processing The processing screen is Processing... automatically displayed between changing screens. None The length of time that the processing screen remains shown depends on the speed of the system in completing its next operation. SmartCheck Clock.bmp 6 Accepted This screen is shown upon completion of the current transaction. This indicates to the Customer that the system is ready for the next item Your item has been returned... Press the 'Print Receipt' button when you have returned ALL your items. SmartCheck Accepted Tick.bmp Happy.wav 7 Machine Stopped - Error Code Screen The Error Code screen is a generic unrecoverable error message. The text always displays the error code generated by Smart Check and this error code will match an error description in the Error Code list. This machine has stopped due to a problem Please advise the staff - Error Code Number X SmartCheck Spanner No Book.bmp Sad.wav 8 Walk-away Screen The Walk-away screen appears when a user has left an item on the belt, or an item blocking the door, for a duration specified in the function specification. Some items have been left on the belt. Please remove the items and take them to a staff member for processing. Thank you. Sad.wav SmartCheck Book Question Mark.bmp 9 Item not Verified on Rear Antenna The current item could not be verified on the rear antenna. Please place the item completely on the belt with the library barcode facing up. If the item is still not accepted, please take it to the staff at the circulation desk. Sad.wav SmartCheck Book Question Mark.bmp/ 10 Obstruction Under the Security Door Something is blocking the security door sensor or the middle sensor while Smart Check is trying to close the door. There appears to be an obstruction under the door. Please remove your item and wait until the machine is ready to accept another book. Sad.wav SmartCheck No Book Question Mark.bmp/ 24

29 Name/Description Default Text Default Graphic File Default Sound File 11 Multiple Tags Detected Sorry, More than one tag has been detected at the front or rear You can only place one antenna. item at a time on the belt. Sad.wav Please remove the items and try again. SmartCheck Book with No Symbol.bmp/ 12 No Tag Detected The front sensor has been covered but no tags have been detected. The system could not detect the item tag. Please remove the item and try again. Sad.wav 13 Invalid Barcode A barcode has been rejected by the barcode filters as not valid. If the problem persists, please take the item to the Staff Please remove the item and place the item back onto the belt in a different position. If the problem persists, please take the item to the staff. SmartCheck Book Question Mark.bmp Sad.wav SmartCheck Book Question Mark.bmp 14 Invalid RFID tag A tag with a Library ID or a Branch ID that has not been listed as a valid ID in the Smart Check Manager has been placed onto the front belt. 0r- The item appears to have a problem with the tag. Please take the item to the Staff for processing. Sad.wav An incomplete set of items has been returned. (All set items must be on the belt at the same time.) SmartCheck Book with No Symbol.bmp 15 System Reset This screen is shown when the system is reset, either from a RFID Reset Tag or by pressing ALT-R on the keyboard. The system is resetting. Please Wait None SmartCheck Spanner No Book.bmp 16 System Shutdown This screen is shown when the system is shut down, either from a RFID Shutdown Tag or by pressing ALT-S on the keyboard. The system is shutting down. Please Wait None SmartCheck Spanner No Book.bmp 25

30 Receipt Design The Receipt Design screen allows you to set up and edit Smart Check receipts. To access the receipt design screen From the Main Screen, click Receipt Design. Creating a Patron Receipt Editing text To change the receipt text click in the text box that you want to change. You can now use the keyboard to add/delete text. To change the font highlight the text that you want to change and click Font. The Font window appears, which allows you to select font characteristics for the highlighted text. To test-print the receipt click Print. Message Field To reset the receipt click Defaults to reset the receipt to the original configuration. To save the receipt when you are finished, click Save to save the receipt. Receipt Options Print Receipts select this checkbox if you want Smart Check receipts to print. Retract Receipts select this checkbox if you want receipts to be retracted if the customer does not take the receipt after 10 seconds. This helps prevent other customers from getting the wrong receipt. Printer Field Options If you do not want a text field to print on the receipt, click in the text field you want to exclude and then select the Don t Print checkbox under Printer Field Options. The selected text field is grayed out on the screen and does not print. To resume printing the text field, click the text field and clear the Don t Print checkbox. Date/Time Field Options Remove time from the receipt click in the date/time text field and clear the Display Time checkbox. This prevents the time from being printed on the receipt. 26

31 Using Receipt Scheduler Use Receipt Scheduler to create a message and specify the dates that it will appear in the Message field on patron receipts. A. Create a message 1 From the Main Screen, click Receipt Design and then Receipt Scheduler. 2 Click. The Smart Check Receipt Manager window appears. 3 Click in the Receipt Manager window and type a message. This message will appear in the Message field on patron receipts on the dates that you specify. 4 Click Save. Receipt Design Receipt Scheduler window B. Select the dates 1 Select a message from the message list. A black arrow to the left indicates that a message is selected. 2 Click the dates on the calendar when you want the message to print on receipts. The dates turn green when selected. Double-click to deselect a date. To change the year on the calendar, click the arrows at the bottom of the calendar. 3 Click Save when you are finished. To test-print the new message, select the message in the Message field and click (Print). To delete a message, select the message in the Message list and click To edit a message, select the message in the Message list and click window, edit the message, and click Save. (Delete). (Edit), click in the Receipt Manager 27

32 Staff Receipt Staff Receipts are printed if an exception is detected. Staff receipts are printed on the staff printer (located inside the Smart Check. These events are also recorded in the Router Log. The majority of staff receipts are caused by sort exceptions. To enter the staff receipt screen From the Main Screen, click Receipt Design and then Staff Receipt. To change the appearance of a staff receipt The text fields in the staff receipt cannot be edited. To change the font highlight the text field you want to change and click the Font button on the right. The Font window appears, which allows you to select font characteristics for the highlighted text. To test-print the receipt click Print. To reset the receipt click Defaults to reset the receipt to the original configuration. Receipt Options Print Staff Receipts be sure this checkbox under Receipt Options is selected if you want to view Staff receipts and enable them to print. Receipt Design Staff Receipt window 28

33 Sorting Settings Overview The Sort Settings screen allows you to design, set up, and edit how the Smart Sorter sorts items. Overview Setting up a Sort Matrix involves the following steps: 1 Define Sort Locations. 2 Determine the item information to be used for sorting. See Configure Supported Sorts for details on how to do this. 3 Determine the Sort Criteria based on the item information that has been selected. 4 Determine the bins that you would like to use for the various criteria. 29

34 Step 1 - Define Sort Locations Use the Sort Locations screen to define a default sort location and specify how the Sorter deals with exception items. 1 Click Sorting Settings on the Smart Check Manager Main Screen. The Sort Settings screen appears. 2 Click Sort Locations. The Sort Locations window appears. Sort Settings Sort Locations window Location Exception Behavior settings This section allows you to set actions for the Smart Sorter for the following specific situations: Condition Location Full If the sort-bin location is full Location Missing If the sort-bin location is missing Possible actions Use Default Location - routes the item to the default bin location (see below). Stop Machine* - stops the system from processing any more items and displays an error code to the Customer. Ignore the item will be sorted into that location anyway. Use Default Location the item will be routed to the default bin location. Stop Machine* - stops the system from processing any more items and displays an error code to the Customer. Default Location Missing Ignore routes the item to the default bin location. If the Default Bin is missing Stop Machine* - stops the system when an item is routed to the default location. *The Stop Machine action may deposit one more item before stopping. Sorting Location Options Select which bins will act as the Exception Bin and which bin will act as the Default Location. Override Location for Exceptions - the bin where the Smart Sorter routes items that cannot be returned on the Host System. An example of this would be an item that belonged to another library. Default Location - the bin where the Smart Sorter sends items that cannot be sorted into their intended Destination Bin. An example of this would be if an item was routed to a bin that was full, and the Use Default Bin option was set, then the item would be re-routed to the Default Bin. Unexpected Items Set the behavior of the system when an item is detected on the Smart Sorter that was not expected. (This could occur if a small item was missed by the input sensor(s) and was then detected inside the machine.) Ignore routes the item to the default bin location. Stop Machine - stops the system when an unexpected item is detected. 30

35 Step 2 - Define Supported Sorts (sort criteria) The settings on this screen determine which item information the Smart Check system will use to sort library material. Please refer to your Integrated Library System Vendor to determine which SIP/NCIP sort information your system supports. To achieve effective sorting, you may not need to enable all the fields (i.e., only enable the fields that you need). The more fields that are enabled, the more complex the Sort Matrix will become. Enabled fields will appear in the Sort Matrix screen (see next section). 1 From the Main Screen, click Sorting Settings. The Sort Settings screen appears. 2 Click Supported Sorts. The Supported Sorts window appears. 3 Select the item information that the Smart Check system will use to sort library material. Sort Settings Supported Sorts window 31

36 Step 3 Create a Sort Matrix The Sort Matrix Screen is the where you can set up how your library material is sorted. The Sort Matrix uses a pattern matching language that is described below. 1 From the main screen, click Sorting Settings. The Sort Settings screen appears. 2 Click Sort Matrix. The Sort Matrix window appears. 3 Add and Delete Sort Locations. Click Add to add a new sort location. Select a sort location in the Sort Matrix and click Delete to delete a sort location. Sort Settings Sort Matrix window 32

37 Example For this example we have elected to sort on the following item information: Alert (to indicate holds) Call Number In this example, we would like to sort by the following criteria: Criteria 1 Normal items with a Call Number within the range of 100 to 1000 Criteria 2 Normal items with any other Call Number Criteria 3 Reserved items For this example, we will use a Smart Check with a three-bin Sorter. We will sort Criteria 1 into Bin 1, Criteria 2 into Bin 2 and Criteria 3 into Bin 3. Based on these specifications, the Sort Matrix will appear as follows: The notation used in the Sort Matrix is described in the next section Sort Matrix Pattern Matching Language. If we added additional criteria (sort locations) to this 3-bin sort matrix, they would be sorted as follows: Criteria 4 into Bin 1, Criteria 5 into Bin 2, Criteria 6 into Bin 3, Criteria 7 into Bin1, Criteria 8 into Bin 2, Criteria 9 into Bin 3, etc. 33

38 Sort Matrix Pattern Matching Language The Sort Matrix employs a Pattern Matching Language for simple and complex sorting setups. All available pattern-matching syntax is provided here including examples of how to use them. Sort Matrix Pattern Numerical Range Description Any valid positive number from E-324 to E308 NB: First number must be less than second number. Example Sort Matrix Entry Example Matches Single Character Range Any valid single alpha-numeric character within the specified range [A-Z] b OR B NB: Case Insensitive [a-f] c OR C Single Character Range Exclusion Any valid single alpha-numeric character not within the specified range NB: Case Insensitive [!a-f] g OR G Single Wildcard Accepts any character, number, or string * Hello OR 1(*23 Embedded Wildcard Zero or more characters in a string NB: Case Insensitive Any Single Any single alpha-numeric character Character NB: Case Insensitive Any Single Digit Any single digit valued 0-9 NB: Cannot be an alpha-character although this expression is evaluated as a string and not a number. i.e. 0 does not equal #0.0 Comma Separated Values List Multiple patterns can be separated by commas to allow more than one type of match per Sort Matrix line. All the rules for any given element apply. D*L S*n H*e*l*l*o H*e*l*l*o S?e? Ollie# # S?e,Ollie# Daniel Sean Hello Heellooo Sue 3 ollie1 4 Sue OR ollie1 Further Pattern Matching Examples Example Sort Matrix Entries a[l-p]#[!c-e] B?T* a#a PS3511.* Example Matches am5b BAT123khg a2a a1a PS3511.R94 PS3511.R96 34

39 Step 4 - Test the Sort Matrix You can easily test your Sort Matrix using some of the test features available on the Sort Matrix screen. Test Procedure 1 Click Test. The Test Sort Criteria screen appears. Note that the Test Sort Criteria screen will reflect the configuration of your Sort Matrix. This means that only the item information used by your Sort Matrix will be displayed. 2 Enter the test item information on the Test Sort Criteria screen. 3 Click OK to begin the test. The first matching item (Primary Match) will be dark green. All additional matches of the same item (Secondary Matches) will be light green. 35

40 Multimedia When the Smart Check system is not being used by a Customer, selectable sounds and videos can be played at definable intervals to attract and/or inform Customers. Video and Sound Settings Summary To view the Summary screen Click Multimedia on the Smart Check Manager Main Screen. The Multimedia Settings screen appears. The Summary panel displays information regarding what multimedia will be played when the system is idle. You cannot add or delete sounds or video from this window 36

41 Adding and changing System Sounds The Smart Check system has a set of System Sounds that are played when certain system events occur. These system sounds are configurable and may be enabled or disabled as required: Front DID Detect Rear DID Detect Timeout Warning System in Service The system plays the selected sound file whenever a RFID tag is detected by the system on the front antenna. The system plays the selected sound file whenever a RFID tag is detected by the system on the rear antenna. The system plays the selected sound file whenever any one of the system timeout timers runs within five seconds of expiring. An example is when the system is waiting for a Customer to press the Print Receipt button. The system plays the selected sound file whenever the system is displaying the Error Code Screen and one of the front sensors is covered. 1 Click Multimedia on the Smart Check Manager Main Screen. The Multimedia Settings screen appears. 2 Click System Sounds. The System Sounds window appears. 3 To add a sound file, click Add below the system event for which you want the sound to play. The Select Sound File window appears. 4 Double-click a sound file in the Select Sound File window. The sound file is now selected for the system event. Multimedia Settings System Sounds window 5 Click to test the sound. 6 Click Save when you are finished. Select Sound File window 37

42 Adding and enabling Idle Sounds When the Smart Check system is not being used by a Customer, selectable sounds can be played at definable intervals to attract and/or inform Customers. You may record or create your own sounds in Microsoft Windows WAV format and add them to the Selected Sounds list as described below. 1 Click Multimedia on the Smart Check Manager Main Screen. The Multimedia Settings screen appears. 2 Click System Idle Sounds. The System Idle Sounds window appears. 3 Click the Enable Idle Sounds checkbox. This enables sound files that you select to play while the Smart Check System is idle. 4 To add a sound file, click Add below the Selected Sounds list. The Select Sound File window appears. 5 Click the sound file you want to play when the Smart Check system is idle, and then click Open. The file appears in the Selected Sounds List. Multimedia Settings Idle Sounds window Click to listen to a selected file in the Selected Sounds list. 6 Repeat steps 3 and 4 to add multiple sound files. 7 Select Random or Sequential in the Sound Play Order field: Random order plays the files in random order. Select Sound File window Sequential order plays the files in the order they appear in the list. 8 Click the arrows in the Sound Play Frequency field to select the interval in minutes between sound files. 9 Click Save in the lower right corner of the screen when you are finished. 38

43 Adding and Enabling Idle Videos When the Smart Check system is not being used by a Customer, selectable videos can be played at definable intervals to attract and/or inform Customers. You may record or create your own videos in Microsoft Windows AVI format and add them to the Selected Videos list as described below. 1 Click Multimedia on the Smart Check Manager Main Screen. The Multimedia Settings screen appears. 2 Click System Idle Videos. The System Idle Videos window appears. 3 Select the Enable Idle Videos checkbox. This enables video files that you select to play on the Smart Check System. 4 To add a video file, click Add below the Selected Videos list. The Select Video File dialog box appears. To remove a video file from the Selected Videos list, select the file in the list and click Remove. Multimedia Settings Video window 5 Click the video file you want to play when the Smart Check system is idle, and then click Open. The file appears in the Selected Videos list. Click to view to a selected video file in the Selected Videos list. 6 Repeat steps 4 and 5 to add multiple video files. Select Video File window 7 If you have selected multiple video files, select Random or Sequential in the Video Play Order field: Random order plays the files in random order. Sequential order plays the files in the order they appear in the list. 8 Select the interval in minutes between video files in the Video Play Frequency field, or select Continuously to play the video files without interruption. 9 Click Save in the lower right corner of the screen when you are finished. 39

44 Item Identification The item identification section of the Smart Check Manager allows you to manipulate the item identification number, from a barcode or RFID tag, before it is used by the system. This can be beneficial for: Converting old barcode formats into a new format Limiting the range of barcodes accepted by the system DID Configuration Setting up a DID Filter A DID filter allows the software to manipulate the customer ID read from an RFID tag into a form that is compatible with your library s circulation system. 1 Select the Enable DID Filter checkbox. 2 Click Configure Filter. The Barcode Filter Collection window appears. 3 See Creating a DID/Barcode Filter on page 42 for detailed, step-by-step instructions. Item Identification DID window Defining Tag Based Item Rejection At some libraries, the item ID also contains a library or branch ID. If you select the Allow all Library ID s checkbox, the system ignores the library ID and processes all items. If you deselect the Allow all Library ID s checkbox, the system will only process the item IDs whose Library ID are listed in the Accept Library ID s list box. Barcode Filter Collection window 40

45 Barcode Configuration These settings allow you to customize how the Smart Check system manipulates the barcodes it reads to a form compatible with your library s circulation system. Setting up a Barcode filter 1 Select Enable Barcode Filter to allow a Barcode filter to be created. 2 Click Configure Filter. The Barcode Filter Collection window appears. 3 See Creating a DID/Barcode Filter on page 42 for detailed instructions. Defining the Barcode Length This setting allows the system to read the barcode and reject any barcode whose length does not fall within the min-max range. This is particularly useful for items that have poor-quality barcodes. Libraries that use fixed-length barcodes should set the Min and Max values to the same fixed-length value. 1 Select Enable Barcode Length Filter checkbox. Item Identification DID window 2 Set the range of acceptable barcode lengths in the Min and Max boxes. Libraries that use fixed-length barcodes should set the Min and Max values to the same fixedlength value. Barcode Filter Collection window 41

46 Creating a DID/Barcode Filter 1 Select Enable Barcode Filter. 2 Click Configure Filter. The Barcode Filter Collection dialog box appears. Item Identification DID window 3 The Barcode Filter Collection dialog box displays a list of existing filters. 4 To create a new filter, click New. 5 To edit an existing filter, highlight the name of the filter in the list you want to edit and click Edit. The Design Filter dialog box appears. Barcode Filter Collection dialog box 42

47 6 If you are creating a new filter: a b Type a name for the new filter in the Filter Name text box. Click New to create an instruction for the filter. The instruction is initially named Undefined. Design Filter window 7 Highlight the instruction 8 From the Edit Selected Instruction drop-down list, select the instruction that you want to insert. Refer to the Barcode Filter Language section on page 45 for detailed descriptions of barcode filter commands. Design Filter window 43

48 9 Click Update after you create each instruction. This saves the instruction. You can delete an instruction by highlighting the instruction and clicking Delete. Click Insert to add a new instruction above the highlighted instruction. Design Filter window 44

49 Barcode Filter Language Barcode filter language allows the Smart Check system to reconfigure barcodes and RFID tags for your library's automated circulation system. The following section outlines the barcode filter language used with the Smart Check system. Barcode Filter Commands Restriction Commands CONTAINS <string> [AT <number>] LENGTH <number> Action Commands ADD <string> [AT <number>] ADD CHECKDIGIT [AT <number>] PAD <direction> WITH <string> TO <number> REMOVE <string> REMOVE <number> [AT <number>] REPLACE <string> WITH <string> Data Types and Parameters <number> = decimal number <string> = literal text <direction> = LEFT or RIGHT CHECKDIGIT 45

50 Command Descriptions CONTAINS Command Syntax: CONTAINS <string> [AT <number>] The CONTAINS restriction searches the barcode for a string. If the string is not found, then the barcode filter does not alter the barcode. If only a string is specified, then that string must appear somewhere in the barcode. If both a string and a number are specified, then the string must appear at the <number> character in the barcode. The first character in the barcode is number 1. LENGTH Command Syntax: LENGTH <number> The LENGTH restriction checks the length of the barcode. If it does not match the number specified, this line of the barcode filter is not used. The Smart Check system tries the next filter in the list. Note that the restriction may be anywhere in the script, so the barcode may be partially processed before checking. ADD Command Syntax: ADD <string> [AT <number>] or ADD CHECKDIGIT [AT <number>] The ADD action adds a string to the barcode. If a number is not specified, the string or checkdigit is added to the end of the barcode. If a number is specified, the string or checkdigit is inserted at the <number> character in the barcode. The first character in the barcode is number 1. CHECKDIGIT Parameter If the CHECKDIGIT keyword is specified instead of a string, the Smart Check system sums the digits in the barcode and adds a modulo 10 (i.e. character 0 through 9 ) check digit. PAD Command Syntax: PAD <direction> WITH <string> TO <number> The PAD action adds a string to the beginning or end of the barcode. The text may be added before the barcode with LEFT or after the barcode with RIGHT. The action may be used as part of a SUBSTRING action. In this case, the entire barcode would not be padded, only the segment of the barcode delineated by the substring. 46

51 REMOVE Command Syntax: REMOVE <string> or REMOVE <number> [AT <number>] The REMOVE action removes a string or a range of characters from the barcode. If a string is specified, the Smart Check system searches the barcode and removes all occurrences of the string. If one number is specified, it is the number of characters to remove from the end of the barcode. If two numbers are specified (number of characters and column), the first number is the number of characters to remove; the second number is the first character position to remove. The first character in the barcode is designated number 1. REPLACE Command Syntax: REPLACE <string> WITH <string> The REPLACE action searches the barcode and replaces all occurrences of the first string with the second string. Note that the search is NOT recurrent, so the first (search) string may be a subset of the second (replacement) string. For example, X may be replaced with XYZ." 47

52 How barcode-filter collections are applied Typical sequence (with conditions) 3M software that uses a barcode-filter collection (with conditions) will attempt to apply the barcode filters in the order that they appear in the Barcode Filter Collection dialog box. 1 The application will attempt to apply the first filter listed in the Filters list box. If the barcode filter s conditions are met, the application will apply the filter to the barcode data. If the barcode filter s conditions are not met, the application will attempt to apply the next barcode filter in the list. 2 The application will continue down the list until the barcode data meets the conditions of one of the barcode filters. If the barcode data does not meet the conditions of any of the filters, the unmodified barcode is used. Figure 1: The barcode filter collection. Typical sequence (without conditions) If conditions are not required, the filter collection should only include one filter that contains all actions. Each time an item ID is read, the barcode filter applies all actions Item ID is read by a tag reader Item ID on barcode = Item ID in database = Barcode Filter Collection is applied Filter 1: Condition - Length = 7 characters Action - Pad left with "0000" to 11 (length to 11) Result - filter is not applied because the barcode length is eight (not seven) characters (length condition not met). Filter 2: Condition - Length = 8 characters Action - Pad left with "000" to 11(length to 11) Result - filter is applied because barcode length is eight characters (length condition met). Filter 3: Because Filter 2 s conditions were met, all other filters in the filter collection will be skipped (not applied). Filter 2 converts the Item ID from: to: Barcode_001 Figure 2: Filtering sequence (with conditions). 48

53 Barcode Filter Examples Barcode Filter Example 1- LENGTH and PAD This example uses the LENGTH and PAD commands of the Barcode Filter Language. Problem: Items in the library system have two types of barcodes. Older barcodes are 7 characters long Newer barcodes are 10 characters long Solution: The older barcodes must be padded with 000 so that all barcodes are 10 characters. The LENGTH command ignores all barcodes that are not of the specified length. The PAD command inserts a character(s) at the start or end until the barcode is a specified length. Select Left to add characters to the beginning of a barcode. Select Right to add characters to the end of a barcode. This filter finds all barcodes that are 7 characters long and adds 000 to the front of the barcode so that the final barcode length is 10 characters. Barcode Filter Example 2 REMOVE and ADD This example uses the REMOVE and ADD commands of the Barcode Filter Language. Problem: Customer cards in the library system have 2 characters that stand for the month and year the card was issued. These must be changed to 4 characters that stand for the year. Characters 7 and 8 stand for the month. Characters 9 and 10 stand for the year. Solution: The REMOVE command takes out the month part of the barcode. The ADD command inserts a string 20 at column 7 in the barcode. Continued on next page This filter removes the 2-character month code (starting at column 7), adds the string 20 at character 7 so that it precedes the 2-character year code. This results in a 4-character year. 49

54 Barcode Filter Example 3 CONTAINS and REPLACE This example uses the CONTAINS and REPLACE commands of the Barcode Filter Language. Problem: Customer cards in the library system have changed format. The meaning of character 5 has changed. If character 5 is an R, it must be changed to a Z. Solution: The CONTAINS command finds only those barcodes with R in the fifth character. The REPLACE command changes all occurrences (in any part of the barcode) of R to a Z. This filter finds any barcode with an R as the fifth character and replaces the R with a Z. Testing Barcode Filters Once created, you should test your barcode filter. 1 Type a barcode in the Original Barcode text box. 2 Click Test. 3 Make sure the barcode shown in the Result text box is correct. A note appears to tell you what filter was used. This filter finds all barcodes that are 7 characters long and adds 000 to the front of the barcode so that the final barcode length is 10 characters. 50

55 General Settings Set Up General Settings 1 Click General on the Smart Check Manager Main Screen. The General Settings screen appears. 2 Click General on the left side of the screen. The General window appears. 3 Set up System Timers. Set the Message Timeout, Receipt Timeout, and Re- Position Timer to the desired length of time (in seconds). 4 Set up General Settings. Select the Record Statistics checkbox to enable the Smart Check system to record customer and item statistics. General Settings General window 51

56 Set Up Tag-based Item Rejection The Smart Check System can be set up to reject items based on the library ID, or the branch ID of the item. This is known as tag-based rejection. Use the following steps to set up tag-based item rejection. 1 Click General on the Smart Check Manager Main Screen. The General Settings screen appears. 2 Click General on the left side of the screen. The General window appears. 3 Click the Add button under Accepted Library ID s or Accepted Branch ID s to add ID s that will not be rejected. General Settings General window 4 Type an ID number you want to add in the Add Library ID or Add Branch ID window. 5 Click OK. Select Allow all Library ID s or Allow all Branch ID s to shut off tag-based item rejection. Add Library ID window 52

57 Router Set Up PC Control 1 Click General on the Smart Check Manager Main screen. The General Settings screen appears. 2 Click Router on the left side of the screen. The Router window appears. General Settings Router Configuration window WARNING: The settings in this screen should NOT be changed unless instructed to do so by a 3M technician. 53

58 Security & Backup The Security & Backup section allows you to backup your key Smart Check configuration files. You can also selectable files to a designated address for remote support directly from the Smart Check Manager. Backup System - Configuration and file selection This is typically done by a technician 1 Click Security Settings on the Smart Check Manager Main screen. The Security Settings screen appears. 2 Click Backup System on the left side of the screen. The Backup System window appears. To back up configuration files 1 Select the Configuration Files and Configuration Data check boxes. The files to be backed up are displayed in the text box. Security Settings Backup Configuration window 2 Click Backup. 3 Insert a floppy disk in the computer s floppy disk drive. 54

59 System (Future) Use the following steps to the following types of data from the Smart Check System: Log Files Configuration Files Configuration Data Security Pictures Statistics Data 1 Click Security & Backup on the Smart Check Manager Main Screen. 2 Click System. The System window appears. Security Settings System window 3 Type the address of the recipient in the To field. 4 Click the checkboxes to select the data you want to under File Selection. You may select more than one data type, but it will increase the size of the . Note: If you have difficulty when sending multiple data files in one , try sending one data file at a time. 5 Click Send to send the . 6 Click Save to save the address and File Selection. 55

60 Communications Settings Using the Accept all items feature When enabled, the Accept all items feature will pull any item that is left on the Smart Check s front conveyor belt (for more than 15 seconds) into the Smart Sorter and move it into the exception bin. All item(s) are pulled into the system and sent to the exception bin when: The system s front conveyor sensors sense an item and no RFID tag is read. or The system s front conveyor sensors sense an item and multiple RFID tags are read. IMPORTANT NOTE When the Accept all Items feature is enabled, anything (not just library materials) left on the Smart Check front conveyor belt will be pulled into the Smart Check system and moved to an exception bin. Sequence 1 The system s front conveyor sensors sense an item and: No RFID tag is read or Multiple tags are read 2 The walk-away screen appears for a period of time, informing the customer that items have been left on the belt. 3 After a period of time, the walk-away screen disappears. 4 The front security door opens. If there are buffered items on the internal conveyor belt, they will be sorted before the security door opens. 5 The front conveyor belt pulls the item into the Smart Check. 6 The Smart Sorter moves the item(s) into the exception bin. 56

61 Configuring the Accept all Items feature 1 Start Smart Check Manager software. 2 At the main screen, click Communications. 3 Enter the password. 4 At the Communications screen, click Smart Check Settings. 5 To enable the Accept All Items function: select the Accept All Items checkbox. When enabled, the Accept all items feature will pull any item that is left on the Smart Check s front conveyor belt (for more than 15 seconds) into the Smart Sorter and move it into the exception bin. 57

62 Using the Auto Reset feature The auto-reset feature allows the Smart Check system to automatically reset and keep running if it encounters certain errors (error code 7,8, or 9). These errors occur occasionally and usually involve thin items that the internal belt sensors cannot sense. After performing an auto reset, any items involved in the error are sorted into the exception bin. If Auto Reset is not enabled and error code 7, 8, or 9 occurs, an error code message appears and the system remains idle until a staff member performed a manual reset. Auto Reset sequence 1 The system encounters error code 7, 8, or 9.: Error code 7 - There is a connection or item detection problem with the Smart Check Router. Error code 8 - The security door has failed to open. Error code 9 - There has been a timeout trying to sort an item. 2 A System is resetting message appears. 3 The system automatically resets and sends any items currently on the belt to the exception bin (This takes approximately 30 seconds). After performing an auto reset, any items involved in the error are sorted into the exception bin. 4 The machine is now ready to accept another item. 5 If three auto resets occur within the Auto Reset Timer setting, an error code appears on the screen and the machine will remain idle until a staff member performs a manual reset. Auto Reset Timer A maximum of three auto resets are allowed within the time period set in the Auto Reset Timer text box. If three auto resets occur within this time period, an error code appears on the screen and the machine will remain idle until a staff member performs a manual reset. For example: if this setting is set to 30 minutes, and there are more than three auto resets in a 30-minute period: An error code message appears. The system remains idle until a staff member performs a manual reset. If set up, the Simpl utility software will send an to a predetermined account. The includes the error code and a description of the error. 58

63 Configuring Auto Reset 1 Start Smart Check Manager software. 2 At the main screen, click Communications. 3 Enter the password. 4 At the Communications screen, click Smart Check Settings. 5 Select the Enable Auto Reset checkbox if you want the machine to perform auto resets. 6 In the Auto Reset Timer text box, type an auto reset timer value (in minutes). A maximum of three auto resets are allowed within the time period set in the Auto Reset Timer text box. If three auto resets occur within this time period, an error code appears on the screen and the machine will remain idle until a staff member performs a manual reset. 59

64 Smart Check Utility Software Smart Check software includes a suite of utility software that allows you to remotely monitor operation and view statistics for multiple Smart Check Systems including: Smart Check Log Viewer - allows the service technician to view the log files that the Smart Check system saves on the Smart Check computer (installed with Smart Check option). Smart Check Remote Monitor - allows you to monitor the operation of the Smart Check system(s) from any computer that is connected to the same network as the Smart Check system. Smart Check Statistics Viewer - provides a means to view, export, and print statistical data collected from a 3M Smart Check System. Installing Smart Check Utility software Use the following steps to install all the Smart Check Staff monitoring software on your computer. 1 Insert the Smart Check software CD- ROM into the computer where you will install the software. Follow the on-screen instructions. 2 At the Setup Type screen, select the utility software that you want to install. 3 Follow the on-screen instructions and finish the installation. 4 The installation process creates a 3M SmartCheck directory on your computer s desktop. This folder contains shortcuts to various Smart Check utility software programs. 5 The installation process also creates a SmartCheck directory on your computer s C:\ drive. 60

65 Using Smart Check Statistical Viewer software Smart Check Statistical Viewer Software provides a means to view, export, and print statistical data collected from a 3M Smart Check System. Starting Statistical Viewer software 1 On the Smart Check system, exit the Smart Check software. 2 Copy the statistics files generated by the Smart Check system into a network folder that is accessible to users who want to view statistics. The Smart Check system generates and stores statistics files in the C:\Smart check\statistics folder on the system s computer. 3 From your computer s desktop, open the 3M Smart Check folder and double-click the Smart Check Statistics Viewer shortcut. 4 The Smart Check Statistical Viewer window appears. See Viewing statistical data on page 62 for instructions on how to use the Statistical Viewer software. 5 From the Select Statistics Path drop-down list, select the folder where you copied the Smart Check statistics files. Smart Check Statistical Viewer window 61

66 Viewing statistical data Use the following options to customize the statistics data that you want to view. Select Statistic Options Month File select the month that you wish to view. Date Options select All Days to display statistics for all the days of the selected month or select a specific day. Time Options select Total Hours to display totals for each day. ("Total hours" is the only setting allowed if All Days is selected.) If you selected a specific day in the Date Options box, you can specify a specific hour. Select Statistics Indicators Select the type of information that you want to display: User Messages activities reported while the Smart Check system was being used. Error Messages the number of occurrences of each of the ten error messages for the dates/times selected. Sort Messages the number of items sorted into each of the sort bins for the dates/times selected. Select the type of view Click the tabs in the Statistical Viewer window to select the way that the data are displayed. Statistics Grid displays data in a table format based on the month/day/time settings. Statistics Graph displays data in a graph based on the month/day/time settings. Click Print Chart to print the currently displayed chart. Statistics Grid view displays data in a table format. Statistics Graph view displays the data in a graph. 62

67 Printing statistical data summaries Click Print Summary to print the monthly totals for the data that are currently displayed. Exporting statistical data You can export the data displayed in the Statistical Viewer window as a CSV (comma delimited) file that can be opened in other software applications such as Microsoft Word and Microsoft Excel. Note: the software can only export tabular data in the CSV format (even if a graph is displayed). Export Procedure 1 Open Statistical Viewer and display the data that you want to export. From the Select Statistics Path list box, select the path where you want to export the file to. 2 Click Export Data. The data is saved to the selected path. Click Export Data to export the currently displayed data to the selected path as a CSV file. 63

68 Using Remote Monitor software Smart Check Remote Monitor Software allows you to monitor the operation of the Smart Check system(s) from any computer that is connected to the same network as the Smart Check system. These computers must have a static IP address. Configuring Smart Check Manager software to enable remote monitoring 1 Start Smart Check Manager software. 2 At the main screen, click Communications. 3 At the Communications screen, click Remote Monitor Settings. 4 At the Remote Monitor Settings screen: a b c Select the Remote Monitor Enabled checkbox. Place the cursor in the lower text box and type the IP address of the computer where the remote monitoring software is loaded. (Up to 10 IP addresses can be added.) Click Save. If desired, the Remote Monitor IDs for the Smart Check and Router can be renamed (using two alphanumeric characters). 64

69 Viewing machine status using Smart Check Remote Monitor software 1 From your computer s desktop, open the 3M SmartCheck folder and double-click the Smart Check Remote Monitor shortcut. The Remote Monitor split screen appears. 2 Each Smart Check and Smart Sorter device that is running is listed on the split screen. It may take a few minutes for these devices to appear. To check Smart Check status Click on a device to check its status. 1 In the Smart Check Devices pane, click the Smart Check device that you want to check status. A small status window appears. 2 Check the status indicators for the Smart Check system. Green = OK Smart Check status window. Red = error or offline To check Book Sort status 1 In the Book Sort Devices pane, click the Book Sort device that you want to check status. A small status window appears. 2 Check the status indicators for the Book Sort system. Green = OK Red = error or missing Book Sort status window. 65

70 Viewing Remote Monitor Communications status 1 From the Remote Monitor window, click the Remote Monitor Communications tab. 2 The window shows a list of timeand date-stamped states, errors, and commands for the Smart Check and Smart Sorter devices. Communications status. 66

71 Using Log Viewer software Log Viewer software allows the service technician to view the log files that the Smart Check system saves on the Smart Check computer. 67

72 Using the Simpl utility software When enabled, this utility software will send an to a predetermined account any time the system shuts down due to error code 7,8, or 9. If the Auto Reset feature is enabled, an is only sent if the maximum number of auto resets is exceeded and the system is forced to shut down. See Using the Auto Reset feature on page 58 for more information. If the Auto Reset feature is not enabled, an will be sent each time the system encounters error code 7,8, or 9. Configuring Simpl 1 Start Simpl software by double-clicking the Simpl shortcut. 2 To enable the Simpl feature: Select the Activate Alert check box. 3 Type the various addresses in the text boxes: from: this can be any valid address within the library s system. To: the address for the person who will receive error notices. library@library.com admin@library.com mail@library.com 25 Server Address: the address for the internal server at the library site. Server Port: default=25 (sitespecific) SMC_AG_001 4 Click Test to send a test to the to recipient. 68