Print Management. How to Guide for Library Staff

Transcription

1 Print Management How to Guide for Library Staff

2 *As patrons log into the new computer system, a print account is created for their card number. If they already had money on their card, this is when the transfer occurs. Logging into the Staff Portal 1. Open a web browser (Firefox is recommended) 2. In the URL box, type: 3. Log in using the following credentials: Username: Password: 4. You are now viewing the Dashboard. This is an overview of the system. You will need to know how to use the Users tab and the Printers tab 2

3 The Users Tab View a patron s account 1. Click on the Users tab 2. In the search box, type in the card number or scan the library card barcode 3. Click go or hit enter You will then view the user s account information. You can make adjustments to funds, view a history of all money transactions, and view the job log by using these tabs: Add or Subtract money from a card 1. Click on the Adjustments & Changes tab 2. Type the amount in the box, make a comment, and click apply IMPORTANT: Type to add $1.00 OR Type to subtract $1.00 3

4 Old print cards/transferring balances (if applicable) If a patron has an old print card, you can transfer the money to their library card PaperCut account. 1. Verify that they patron has a valid library card that has been used at a public computer 2. Scan the print card at a CPad station to check the value on the card 3. Click on the Users tab in the PaperCut staff web portal 4. Search for the patron s library card or scan their card 5. Manually add the value to their account (don t forget to leave a comment!) 6. Cut up and dispose of the old print card View transaction history Transaction date Who made the transaction (staff vs. printer) The transaction amount The transaction type (manual adjustment, printer usage, value loader) Comments made by staff View job log Charged to (library card number) Printer (i.e. server\adult B&W Printer) Number of pages Cost Document Name Attributes (i.e. paper size, which computer was used) Status (i.e. printed, cancelled ) The Printers Tab View jobs pending release 1. Click on the Jobs Pending Release tab (This can Also be accomplished by browsing to: and log in using the same credentials: 2. View all the currently sent jobs that are waiting in the print queue. Print jobs stay in the queue until patrons scan their card and release them. 4

5 Release**, cancel or override a job for a patron **The job will only print if there is enough money on the patron s card. If you are giving the patron this print at no charge you will need to use the override feature as described below. 1. Login to the staff portal 2. Access the Printers tab 3. Click on the Jobs Pending Release tab Using the Staff Override Feature 4. Click Override (located under the Action section of the page) 5. Upon clicking override, the Override Print Settings box appears 5

6 6. Under Override the charged account, select the Override account 7. Once the Override account is selected, the comment portion add job comment is auto filled 8. Click print (once button is selected, the job will appear as queuing under the action tab until the job is completed) 6

7 Viewing the Job Log 1. Click on the Job Log tab 2. View ALL of the recently printed jobs just like in the job log for the individual user Refunding If you need to refund money to a patron s library card for a printed job, you can find the job from this screen and click on the refund button. PaperCut and the Copier You may pay for copies with cash/change or funds on your library card. To use cash 1. Touch the screen on the CPad to wake it up 2. Touch the button To use card funds 1. Touch the screen on the CPad to wake it up 2. Scan the library card or tap the inside Card/User field and type the card number 7

8 PaperCut and the Simple Scan Station Using the Simple Scan Station To collect your print out from a scanned job at the Simple Scan*** machine, type simplescan into the CPad s Card/User field 1. Touch the screen to wake it up 2. Tap inside the Card/User field to access the keypad (numbers or letters) 3. Type simplescan 4. Select your job, insert cash/change 5. Press Print Job 6. Press Log Out when you are finished Use this button to toggle between the number keypad and the letter keypad TBS would like to thank Amy Skrzypinski & Lincolnwood Public Library District for her contribution of content and screenshots 8