Checkpoint Systems CSRO7500 Users Manual
Introduction
TTaabbllee ooff CCoonntteennttss
Chapter 1 Introduction .............................................................................1-1
1.1. Document Overview.......................................................................................................1-2
1.2. Intended Audience..........................................................................................................1-3
1.3. Related Documentation..................................................................................................1-3
1.4. System Overview ...........................................................................................................1-3
1.5. Component Descriptions................................................................................................1-5
1.5.1. ILS Intelligent Sensor .............................................................................................1-5
1.5.2. Staff Station Reader ................................................................................................1-5
1.5.3. Patron Self-Checkout Station..................................................................................1-5
1.5.4. Patron ID Card........................................................................................................1-6
1.5.5. Handheld Portable Reader.......................................................................................1-6
1.5.6. Application Server ..................................................................................................1-6
1.5.7. Intelligent Circulation Circuit.................................................................................1-7
1.5.8. Circulation Circuit Programming Station ...............................................................1-7
Chapter 2 Patron Self-Checkout Station..................................................2-1
2.1. Welcome Screens ...........................................................................................................2-1
2.2. Patron Identification Screen...........................................................................................2-3
2.3. Patron Identification Failure Screen...............................................................................2-4
2.4. Item Identification Screen - Begin .................................................................................2-4
2.5. Item Identification Screen - Item List ............................................................................2-5
2.6. Item Identification Screen - Scroll .................................................................................2-6
2.7. Item Identification Screen - Failed.................................................................................2-7
2.8. Item Identification Screen - Failed - Scroll....................................................................2-8
2.9. End Session Screen ........................................................................................................2-9
Chapter 3 Handheld Portable Reader.......................................................3-1
3.1. Overview........................................................................................................................3-1
3.2. Powering Up the Handheld Portable Reader..................................................................3-2
3.3. Powering Up and Charging the PPT 2700/2800 ............................................................3-2
3.3.1. Powering Up ...........................................................................................................3-2
3.3.2. Charging the Device................................................................................................3-2
3.3.3. Charging the Spare Battery.....................................................................................3-3
3.3.4. Using the PPT 2700/2800.......................................................................................3-4
3.3.5. Check on the Status of the Batteries........................................................................3-4
3.4. Collecting Inventory Data and Scanning Library Materials...........................................3-5
3.5. Transferring the Inventory Data Collected.....................................................................3-8
3.6. Searching the Inventory..................................................................................................3-9
3.6.1. Preparing a Search List File....................................................................................3-9
3.6.2. Search Mode Screen.............................................................................................. 3-10
3.7. Shelf Order Search .......................................................................................................3-12
3.7.1. Selecting a Shelf Order Search File......................................................................3-13
3.7.2. Shelf Order Search Screen....................................................................................3-13
3.7.3. Shelf Order Alert...................................................................................................3-15
3.7.4. Shelf Order Results...............................................................................................3-16
3.8. Wireless Operations .....................................................................................................3-18
3.9. Hints on Using the PPT 2700/2800..............................................................................3-20
Page ii Intelligent Library System (ILS) 2.0 User Manual
Introduction
Chapter 4 Application Server................................................................... 4-1
4.1. The Application Server Control Screen .........................................................................4-1
4.2. System Status .................................................................................................................4-2
4.3. Task Scheduler...............................................................................................................4-4
4.4. Inventory Download Operations ....................................................................................4-6
4.5. Reports ...........................................................................................................................4-7
4.5.1. Checkout Discrepancy Reporting (off-line processing)..........................................4-7
4.5.2. Patron Discrepancy Reporting (off-line processing).............................................4-10
4.5.3. Generic Report Generation ...................................................................................4-14
4.5.4. Exit Alarm Reporting............................................................................................4-18
4.5.5. Check In Exception Reporting..............................................................................4-22
4.6. Maintenance .................................................................................................................4-25
4.6.1. Purge .....................................................................................................................4-25
4.6.2. Checkout Cache Synchronize ...............................................................................4-26
4.7. Miscellaneous...............................................................................................................4-27
4.7.1. Shutdown Button...................................................................................................4-27
4.7.2. Help About............................................................................................................4-27
4.7.3. System Info Button ...............................................................................................4-28
4.7.4. Offline Transactions Synchronize.........................................................................4-28
4.7.5. Shutdown Checkout Stations................................................................................4-29
4.8. Installing a Printer........................................................................................................4-29
Chapter 5 Tagging Procedures................................................................. 5-1
5.1. Tagging Book Materials................................................................................................. 5-1
5.2. Tagging Video Materials................................................................................................5-1
5.3. Tagging CD Materials with a Preprogrammed Circulation Circuit ...............................5-2
5.4. Tagging CD Materials with Circulation Circuit Programmed On-Site..........................5-3
5.5. Tagging Audio Materials................................................................................................5-3
5.6. Tagging Kit Materials ....................................................................................................5-4
Chapter 6 Troubleshooting Guide............................................................ 6-1
6.1. Patron Self-Checkout Station.........................................................................................6-1
6.2. Application Server..........................................................................................................6-3
6.3. Exit Interrogator.............................................................................................................6-5
6.4. Tag Pad...........................................................................................................................6-6
6.5. Recovery Procedures......................................................................................................6-6
6.6. System Connection Diagram..........................................................................................6-8
6.7. Contacts..........................................................................................................................6-8
Chapter 7 System Maintenance Guide..................................................... 7-1
7.1. Transaction Database Backup ........................................................................................7-1
7.2. Application Server Tape Backup and Restore................................................................7-1
7.3. Patron Self-Checkout Station Printer Paper Reloading..................................................7-3
7.4. Safety Warnings.............................................................................................................7-6
7.5. Specifications .................................................................................................................7-7
Intelligent Library System (ILS) 2.0 User Manual Page iii
Introduction
TTaabbllee ooff FFiigguurreess
Figure 1-1: Sample Intelligent Library System Components .......................................................1-1
Figure 2-1: ILS Multiple Language Welcome Screen..................................................................2-1
Figure 2-2: ILS Single Language Welcome Screen......................................................................2-2
Figure 2-3: Patron Identification Screen.......................................................................................2-3
Figure 2-4: Patron Identification Failure Screen...........................................................................2-4
Figure 2-5: Item Identification Screen - Begin.............................................................................2-4
Figure 2-6: Items Identification Screen - Item List.......................................................................2-5
Figure 2-7: Items Identification Screen - Scroll............................................................................2-6
Figure 2-8: Item Identification Screen - Failure ........................................................................... 2-7
Figure 2-9: Item Identification Screen - Failed - Scroll................................................................2-8
Figure 2-10: End Session Screen..................................................................................................2-9
Figure 3-1: Handheld Portable Reader..........................................................................................3-1
Figure 3-2: Powering Up the PPT 2700/2800...............................................................................3-2
Figure 3-3: Charging the PPT 2700/2800.....................................................................................3-3
Figure 3-4: Docking the PPT 2700/2800......................................................................................3-3
Figure 3-5: Charging the Spare Battery........................................................................................3-4
Figure 3-6: Settings Panel.............................................................................................................3-5
Figure 3-7: Battery Status.............................................................................................................3-5
Figure 3-8: Connecting Cable to PPT 2700/2800.........................................................................3-6
Figure 3-9: Turning PPT 2700/2800 On.......................................................................................3-6
Figure 3-10: ILS Inventory Main Screen......................................................................................3-6
Figure 3-11: Inventory Collection ................................................................................................3-7
Figure 3-12: Inventory Collection In Progress .............................................................................3-8
Figure 3-13: Handheld Portable Reader Operations.....................................................................3-9
Figure 3-14: Select the Search List File Screen..........................................................................3-10
Figure 3-15: Item Search Screen.................................................................................................3-11
Figure 3-16: Item Found Alert....................................................................................................3-12
Figure 3-17: Select the Shelf Order File.....................................................................................3-13
Figure 3-18: Shelf Order Search Screen.....................................................................................3-14
Figure 3-19: Shelf Order Alert – Not in List ..............................................................................3-15
Figure 3-20: Shelf Order Alert – Out of Range..........................................................................3-16
Figure 3-21: Shelf Order Results Screen ....................................................................................3-17
Figure 3-22: Shelf Order View List Screen................................................................................3-18
Figure 3-23: Wireless PPT 2700/2800 ILS Inventory Main Screen........................................... 3-19
Figure 3-24: Wireless File Transfer Screen................................................................................3-20
Figure 3-25: Running Programs..................................................................................................3-21
Figure 4-1: Application Server Control Screen ............................................................................4-1
Figure 4-2: System Status Button.................................................................................................4-2
Figure 4-3: System Status Selection .............................................................................................4-2
Figure 4-4: System Status Screen .................................................................................................4-3
Figure 4-5: Task Scheduler Navigation........................................................................................4-4
Figure 4-6: Task Scheduler Menu.................................................................................................4-4
Figure 4-7: Task Scheduler (Modify)...........................................................................................4-5
Figure 4-8: Task Scheduler (View Only)......................................................................................4-5
Figure 4-9: Handheld Portable Reader Operations Screen - Automatic Transfer.........................4-6
Figure 4-10: Checkout Discrepancy Report Button......................................................................4-7
Figure 4-11: Checkout Discrepancy Report Menu.......................................................................4-7
Figure 4-12: Checkout Discrepancy List Screen ..........................................................................4-8
Page iv Intelligent Library System (ILS) 2.0 User Manual
Introduction
Figure 4-13: Calendar...................................................................................................................4-9
Figure 4-14: Sample Checkout Discrepancy Report...................................................................4-10
Figure 4-15: Patron Discrepancy Report Button.........................................................................4-11
Figure 4-16: Patron Discrepancy Report Menu..........................................................................4-11
Figure 4-17: Patron Status Discrepancy List Screen ..................................................................4-11
Figure 4-18: Calendar.................................................................................................................4-12
Figure 4-19: Sample Patron Discrepancy Report .......................................................................4-13
Figure 4-20: Generic Report Menu.............................................................................................4-14
Figure 4-21: Generic Report Screen ...........................................................................................4-15
Figure 4-22: Calendar.................................................................................................................4-16
Figure 4-23: Sample Generic Report..........................................................................................4-17
Figure 4-24: Exit Alarm Report Button......................................................................................4-19
Figure 4-25: Exit Alarm Report Menu........................................................................................4-19
Figure 4-26: Exit Alarm Report Screen......................................................................................4-19
Figure 4-27: Calendar.................................................................................................................4-20
Figure 4-28: Sample Exit Alarm Report.....................................................................................4-21
Figure 4-29: Check In Exception Report Menu..........................................................................4-22
Figure 4-30: Check In Report Screen .........................................................................................4-22
Figure 4-31: Calendar.................................................................................................................4-23
Figure 4-32: Sample Check In Report........................................................................................4-24
Figure 4-33: Purge Navigation....................................................................................................4-26
Figure 4-34: End Purge...............................................................................................................4-26
Figure 4-35: Synchronize Navigation.........................................................................................4-27
Figure 4-36: Shutdown Button....................................................................................................4-27
Figure 4-37: Help About Navigation..........................................................................................4-28
Figure 4-38: Help About Screen.................................................................................................4-28
Figure 4-39: Transaction Coordinator Offline Synchronization Navigation..............................4-29
Figure 4-40: Shutdown Patron Self-Checkout Stations..............................................................4-29
Figure 5-1: Tagging Book Materials.............................................................................................5-1
Figure 5-2: Tagging Video Materials ...........................................................................................5-2
Figure 5-3: Tagging CD Materials with Preprogrammed Circulation Circuit..............................5-2
Figure 5-4: Tagging CD Materials with Preprogrammed Circulation Circuit..............................5-3
Figure 5-5: Tagging Audio Materials...........................................................................................5-4
Figure 5-6: Tagging Kit Materials................................................................................................5-5
Figure 6-1: System Connection Diagram......................................................................................6-8
Figure 7-1: Patron Self-Checkout Station Printer Paper Reloading – Roll Release.....................7-3
Figure 7-2: Patron Self-Checkout Station Printer Paper Reloading – Roll Installation................7-3
Figure 7-3: Patron Self-Checkout Station Printer Paper Reloading – Cutter’s Guide..................7-4
Figure 7-4: Patron Self-Checkout Station Printer Paper Reloading – Crosshatches.....................7-4
Figure 7-5: Patron Self-Checkout Station Printer Paper Reloading – Winding Roll....................7-5
Figure 7-6: Patron Self-Checkout Station Printer Paper Reloading – Resume Button.................7-5
Intelligent Library System (ILS) 2.0 User Manual Page v
Introduction
NOTES
Page vi Intelligent Library System (ILS) 2.0 User Manual
Introduction
Chapter 1 Introduction
The Intelligent Library System (ILS) is a product designed to help libraries protect collections,
streamline operations, and improve patron service. Through ILS, libraries can reduce losses,
enhance staff productivity, increase circulation, and improve patron satisfaction. The ILS operates
in conjunction with the library’s Automated Circulation System (ACS).
ILS consists of the following standard and optional components: Circulation Circuit (inventory
tag), Patron Identification Card, Intelligent Sensor, Patron Self-Checkout Station, Staff Station
Reader, Application Server, Handheld Portable Reader, and optional Circulation Circuit
Programming Station.
Figure 1-1 shows an example of the ILS components and connections in a typical ILS setup.
Note: Your specific ILS configuration may not include one or more of the components shown.
Figure 1-1: Sample Intelligent Library System Components
he ILS components communicate with each other through physical connections using variousT
protocols and application programming interfaces (A
ntelligent Sensor, Staff Station Reader, and Handheld Portable Reader devices alI
di r stem (interrogator) designed to detect and read
ra o-f equency (RF) antenna and transceiver sy
Intelligent Circulation Circuits (tags on library materials). Communications occur by detecting
and interrog telligent Circulation Circuit for its unique item
specific info
Intelligent Library System (ILS) 2.0 User Manual Page 1-1
ating an IC chip embedded in the In
rmation.
PIs). The Patron Self-Checkout Station,
l incorporate a
Introduction
1.1. Document Overview
This manua l overview of the ILS technology and illustrates the use and
operation of
l provides a genera
each component.
This manual has been designed specifically for the patron, librarian, and administrator. It contains
ll the information necessary to take full advantage of the system capabilities. Whether you are a
a
stud t member, the Intelligent Library System will enhance your library
en or a library staff
experience. rent ease of use and efficiency allow patrons and staff more time to
focus on oth
The system's inhe
er activities.
This manual is organized in chapters, with each chapter describing a system peripheral, such as
e Patron Self-Checkout Station. Each peripheral is designed with a specific system role in mind.
th
For example, patrons typically use the Patron Self-Checkout Station, while Library staff use t
Handheld Portable Read
he g ole is listed below.
T su gested reading for each r
er. Read the sections that apply to your role for ILS system operation.
he
• Patron
Introduction
Patron Self-Checkout S
tation
• Library Administrator
Introduction
Patron Self-Checkout Station
Handheld Portable Reader
Application Server
• Library Staff
Introduction
Patron Self-Checkout Station
Handheld Portable Reader
Application Server
This manual is divided into the following chapters that cover system peripherals and
important ILS tasks.
•
Chapter 1 Introduction
• Chapter 2 Patron Self-Checkout Sta
• Chapter 3 Handheld Portable Reader
• Chapter 4 Application Server
• Chapter 5 Tagging Procedures
• Chapter 6 Troubleshooting Guide
tion
• Chapter 7 System Maintenance Guide
The following usage conventions are used throughout
Manual.
the Intelligent Library System User
Page 1-2 Intelligent Library System (ILS) 2.0 User Manual
Introduction
Button Name - This describes a button or selection on the screen. For example, the <DONE>
utton is represented in this document as Done.
b
Key a ibes a keystroke on a keyboard. For example Ctrl represents the control
N me - This descr
key
.
A sample screen illustration from the Pat
picture of a device represents each activity
description of the activities to be performed. After each description are step-by-step inst
on how to use the system to perform that activity.
ron Self-Checkout Station, Application Server, or a
you may perform. Under each picture is a short
ructions
1.2. Intended Audience
his document is intended for library patrons, staff, and administrators as well as Checkpoint
T
Systems field service staff. The library staff includes librarians, staff, and temporary staff. The
Field Service staff is comprised of the Checkpoint installers and the technical support personnel.
These audiences need to understand the basic functions, operations, and procedures related to the
ILS.
1.3. Related Documentation
The following documents provide additional ILS and related information.
• Upgrade Procedures
• Release Notes
• Circulation Circuit Programming Station User Manual
1.4. System Overview
The Intelligent Library Sy
irculation System (ACS). ILS includes the following components: Circulation Circuit
C
(inventory tag), Patron Identification Card, Intelligent Sensor, Patron Self-Checkout Station, Staff
Station Reader, Application Server, Handheld Portable Reader, and optional Circulation Circuit
Programming Station as shown in Figure 1-1 on page 1-1.
It is possible for ILS to operate without an ACS interconnection using the ILS Bridge I
feature. The Bridge Interface feature allows libraries with non-supported circulation vendo
no circulation systems to use the security and Staff Station Reader functionality of the ILS. With
the Bridge Interface, the user of the ILS Control program can moni
ode (check-in or check-out) of the Staff Station Readers. A library that is using the Bridge
m
Interface can use a staff-station reader for checkout, but cannot use a Patron Self-Checkout
Station.
he Off-line Processing feature allows libraries to configure the Application Server and Patron
T
Self-Checkouts to continue to operate while offline with the library’s circulation system. While
the circulation system is offline, the Application Server records significant events. These event
are reported to the circulation server when synchronization occurs. At the time of
synchronization, the Due Date is sent to the circulation server. When off-line processing is t
on, the word ON appears next to Off-Line Processing. The feature is turned on or off by
stem operates together with the library’s existing Automated
nterface
rs or
tor and change the operation
s
urned
Intelligent Library System (ILS) 2.0 User Manual Page 1-3
Introduction
Checkpoint field service personnel by setting a table parameter on the Application Server. If
using the Bridge Interface (described earlier), off-line processing should never be turned on at the
ame application server.
s
The Intelligent Library, Patron Self-Checkout Station, Intelligent Sensor, Staff Station Reader,
and Handheld Portable Reader all have a Radio Frequency (RF) antenna and transceiver system
(interrogator) designed to detect and read the Intelligent Circulation Circuits. Communication
occur by detecting and interrogating an IC chip embedded in the Intelligent Circulation Circuit
(tag) for unique item specific information. Each interrogator includes an Applications
Programming Interface (API) for bi-d
terrogated RFID Tag data is taken and compared to the library circulation database, in order to
In
quickly and automatically identify the checkout status of an item.
The Application Server component is the communications gateway between the ILS subsystem
and the library Automated Circulation System (ACS) so that the check-in, self-checkout,
inventory management, and security activities can all be accomplished.
All library materials including books, CD/DVD materials, videotap
ith a permanent RFID Circulation Circuit (inventory tag). This tag contains information that
w
uniquely identifies the item within the library circulation database. Patron cards identify patron
when the card is scanned at the RFID Patron Self-Checkout Station. The card stores coded
information unique to the individual patron that will identify the user to the library circulation
system. The patron can then be validated as eligible or ineligible to use the library checkout
privilege.
When the patron is checking out materials, the patron and checked out item information is stored
in both the ACS and ILS databases. This duplication of records allows ILS to operate in an offline mode, as well as on-line. If the patron is checking-in library materials, then the ILS make
check-in request to the ACS, which updates its database and reports the result back the ILS.
When materials are checked from a self-checkout station the ILS will request to grant privile
to the patr
e ACS is generated for each item.
th
The library staff typically uses a Staff Station Reader in situations where a patron needs help fro
a librarian or when a librarian is checking in
not necessary when the Staff Station Reader is used. The pad can only interrogate tags and
is
functions the same as current bar code scanners used in library circulation systems do. Th
Circulation Staff Reader can also be integrated into a book return slot. When library materials are
placed in the book return, the tags on the items are read and sent to the ACS. The ACS then
updates its database and passes back transaction status to the ILS.
Library inventories can be taken by using the Handheld Portable Reader. The unit is a battery
powered hand-held device that interrogates RFID Circulation Circuits when the unit detection
head is within a ten-inch radius of tagged items. Inv
ems. The item Identifiers on the tagged items are read and stored in a portable data terminal.
it
The stored information can be downloaded real-time to the Application Server using the wirele
data-terminal option or downloaded after the inventory is completed as a batch file using the
standard data terminal. The inventory data is then communicated to the library circulation system
which can compare the information from the portable reader to item information in the circ
database. The Handheld Portable Reader can also search for specified items using its searc
function. Single or multiple item IDs can b
on to checkout items from the ACS. If privileges are granted then a checkout request to
irectional communications and program portability.
es, and cassettes are tagged
or checking out library materials. A Patron ID Card
entory is taken by walking by library tagged
e uploaded to the data terminal and when a scanned ID
s
s
s
s a
ges
m
e
ss
ulation
h
,
Page 1-4 Intelligent Library System (ILS) 2.0 User Manual
Introduction
matches one in the list the user receives an audible ale
terminal.
The ILS Intelligent Sensor protects Exit/Entry aisles against unchecked library
the secured area by determining whether tag
unchecked (non-authorized/alarm) events.
Patron Self-Checkout Stations combine patron card readers, a RFID Circulation Circuit
interrogator, touch screen monitor, and printer in one compact unit. This provides the patron w
library transaction capability without any librarian assistance. A patron can scan the RFID
Card and library materials, identifying the patron and linking the library materials to the
individual through a communications session with the Library Circulation System via the
Application S
languages. With multiple languages, a language selection screen is presented to the patron to
select a language for the self-checkout tran
The optional Circulation Circuit Programming Station allows libraries to read and create their
own RFID Circulation Circuit tags and print barcode labels. This can also be used to convert
library materials with barcodes to RFID tags programmed with the barcode value. A tag format
file (created by Checkpoint field service staff using the Tag Designer software) is used to
program the tags in a compatible format. Tags are programmed by passing them over the
Circulation Circuit Programming Station.
erver. The Patron Self-Checkout Station can be configured to support multiple
ged items have a checked (authorized/no alarm) or
saction.
rt and the ID is displayed on the data
materials leaving
Patron
ith
1.5. Component Descriptions
The following sections describe in detail each of the ILS system components.
1.5.1. ILS Intelligent Sensor
The ILS Intelligent Sensor provides security at library exits and corrals. It generates a magnetic
field that activates a tag and can receive the tag information from a distance up to 24 inches. Tw
intelligent sensors are used to form a secure aisle with up to 48 inches of tag detection range.
Additionally the interrogator can communicate with the library circulation system via the
Application Server in real-time, determining whether an item or items being interrogated have
been checked out. Enunciators are alarmed if items in the interrogation field are not properly
checked out.
1.5.2. Staff Station Reader
The Staff Station Reader is an interface for library personnel. The pad reads RFID Circulation
Circuits (tags) when a book is placed on the pad at up to 12 inches from the pad in the vertical
direction. The pad communicates through data links directly with both the library circulation
system and the ILS. This provides the library with a means to perform typical functions with the
system and RFID tagged items. It also allows the ILS system to request information from the
circulation database in order to fin
the library circulation database.
d the status of RFID tagged items that have been processed by
o
ir
1.5.3. Patron Self-Checkout Station
The Patron Self-Checkout Station provides a library patron the ability to checkout library
materials without
Intelligent Library System (ILS) 2.0 User Manual Page 1-5
the assistance of the library staff. The Patron Self-Checkout Station can be
Introduction
configured to support multiple languages. With mu
presented to the patron to select a language for the s
system may report patron or item messages if there is a problem conducting the checkout
transaction. A typical scenario for a patron to check out a book would be as follows. A patron
comes to the Patron Self-Checkout Station and selects a language (if using multiple languages
Then the patron identifies him or herself to the system with a patron ID card. The system then
confirms the patron’s eligibility to conduct a transaction through validation of the patron ID car
Next the patron is led through the transaction process by communication with the system
a touch screen monitor. The patron can checkout items by passing them one at a time over a
short-range interrogator that is located in the Patron Self-Checkout Station. The short-range
interrogator generates a magnetic field, which activates and interrogates the tagged item. The
interrogated item ID is passed to the Application Server. The application server determines the
item status and actions that can be taken via communications with t
System. Then the Application Server updates the
patron about their transaction status. Afte
patron then touches Done, and receives a receipt for the transaction listing all materials checked
out and the respective due dates.
r the patron scans all the items to be checked out, the
ltiple languages, a language selection screen is
elf-checkout transaction. Additionally the
).
through
he Library Circulation
Patron Self-Checkout Station, which notifies the
1.5.4. Patron ID Card
The Patron ID Card provides the system with a method to identify the patron to determine
whether he or she is clear to check out items. It also provides the ability to associate tagged item
with the patron.
d.
s
1.5.5. Handheld Portable Reader
The Handheld Portable Reader is a hand held device used t
nctions by passing the tag reader near RFID tagged items located in the library. The device
fu
consists of a hand-held, rechargeable battery operated reader that generates a magnetic fi
which is used to read RFID tagged items. The wand is attached through cabling to a data
terminal, which can be carried in one hand or strapped onto the wrist. The data terminal stores
information read by the wand. The data stored in the terminal can be downloaded to the
Application Server in real-time with the wireless option or after an inventor
the standard data terminal. This data can be used to reco
also be used for item searches and shelf order checking. Item information can also be uploaded to
the data terminal. When an item ID is scanned with the reader that matches an ID contained in the
data terminal, an audible alert is triggered and the ID is displayed.
o provide inventory management
eld,
y has been taken with
ncile library inventory. The wand can
1.5.6. Application Server
The Application Server’s primary functions are to be the communications
peripheral Intelligent Library subsystems and the Library Automated Circulation System, and to
identify and configure all peripheral Intelligent Library sub-systems and to track and direct all
ILS transactions.
The Application Server can operate in an on-line or off-line mode with the Library Circulation
System. In the off-line mode, the server can track whether an item is being checked-out, checkedin, and determine whether tagged items going through secured areas are authorized. If
unauthorized-tagged items are detected by the system, the server will signal the Intelligent Sensor
to alarm. Any transactions that occur independent of the library c
hen the ILS system is back in the on-line configuration.
w
irculation system are updated
gateway between the
Page 1-6 Intelligent Library System (ILS) 2.0 User Manual
Introduction
The Application Server interfaces to the library circulation system and other subsystem
components using the 3M protocol (SIP2) over an Ethernet Network Interface Card (NIC). The
Ethernet NIC uses the TCP/IP protocol and session. The physical cable is 10BaseT.
1.5.7. Intelligent Circulation Circuit
The Intelligent Circulation Circuit provides a method of assigning 96 one time programmable bits
of information to an item that can be read at a single radio frequency, 13.56 MHz, up to a distance
of 4 feet. The tag allows for the reading of multiple tags through an anti-collision algorithm and
error detection and correction. The tag also allows for adjacent tags to be read in the interrogation
field by de-coupling the tag from another in a manner that does not stop its operation.
1.5.8. Circulation Circuit Programming Station
Libraries use the optional Circulation Circuit Programming Station to program circulation circuits
with the item identifier from the barcode when converting the retrospective library collection.
Circuits are also programmed when new materials are added to the collection. This reduces the
time it takes to convert a library collection from barcode to RFIG circulation circuits. The
Circulation Circuit Programming Station enables the library to easily link new materials into the
ILS instead of waiting several weeks for pre-programmed tags. In addition, the Circulation
Circuit Programming Station is integrated into a portable workstation that allows the library staff
to program circulation circuits while moving around the library.
When adding a new item to the collection and programming the circulation circuit, the library can
also print a barcode label. In many cases, libraries will continue to support the use of barcodes in
addition to the RFID inventory circulation circuits, mainly for compatibility with other branch
libraries still using barcodes. Using the Circulation Circuit Programming Station software
application, libraries program the circulation circuits by passing them over the tag programming
surface. After programming the circulation circuit, the application automatically reads, verifies,
and displays the data that was written to the circulation circuit. Refer to Chapter 5 Tagging
Procedures for instructions on how to affix tags to library materials.
Intelligent Library System (ILS) 2.0 User Manual Page 1-7
Introduction
Page 1-8 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station
Chapter 2 Patron Self-Checkout Station
The Patron Self-Checkout Station is used by library patrons to check out library materials without
the assistance of library staff. The Patron Self-Checkout Station is the main device used by the
general public. It is designed to deliver ease of use and foolproof operations. By using an
interactive graphical user interface (GUI), touch screen, and hands-free operations, the Patron
Self-Checkout Station guides patrons smoothly through the checkout process. As the touch
screens display on the monitor, step-by-step instructions help the library patron checkout
materials properly. The process is quick, efficient and delivers a printed receipt listing the
checked out materials and their due dates.
Behind the scenes, the Patron Self-Checkout Station is delivering data to the library automated
circulation system, which processes the information and updates the library records. The data
communicated includes information such as item identification and inventory data related to the
library materials being checked out. The processing takes place almost instantaneously, allowing
a speedy and thorough checkout.
Note: The sample screens shown in this chapter may be slightly different than the screens shown
on your library’s self-checkout station. Your library may have a different self-checkout station
model or different operating environment.
2.1. Welcome Screens
If the Patron Self-Checkout Station is configured to use multiple languages, the first screen
shown is the ILS Multiple Language Welcome Screen (Figure 2-1).
Figure 2-1: ILS Multiple Language Welcome Screen
Intelligent Library System (ILS) 2.0 User Manual Page 2-1
Patron Self-Checkout Station
If the Patron Self-Checkout Station is configured to use a single language, the first screen shown
is the ILS Single Language Welcome Screen (Figure 2-2).
Figure 2-2: ILS Single Language Welcome Screen
e you touch the screen to begin or select a language for the self-cOnc heckout, you will continue
through the checkout process using screens in the selected language (if multiple languages are
used). After you touch the Welcome screen or select a language, you are then presented with the
Patron Identification Screen (Figure 2-3). Some libraries support multiple institutions. If there are
multiple institutions, you will be presented with a Multiple Institution Selection Screen in which
you need to select the correct institution.
1) Touch the screen or select a language to begin the checkout process.
2) Remove your finger from the touch screen. After you have removed your finger, the
image will change to the Patron Identification Screen or Institution Selection Screen
depending on your libraries needs.
Note: If the library supports more than one institution, you may be presented with the
Multiple Institution Selection Screen in which you will need to select the correct institution.
Otherwise, proceed to the Patron Identification Screen section.
Page 2-2 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station
2.2. Patron Identification Screen
Figure 2-3: Patron Identification Screen
You should have your patron ID card ready and follow the instructions shown on the screen. This
is illustrated in Figure 2-3: Patron Identification Screen.
Watching the right side of the screen, you are given visual instructions on how to present your
patron ID card for authorization. Your ID card may be different than the type of ID illustrated in
Figure 2-3: Patron Identification Screen. If so, simply follow the visual instructions given on
the Patron Identification Screen specific to your institution.
If you have been authorized to checkout items, the Item Entry Screen is displayed. If you have not
been authorized, you will see the Patron Identification Failure Screen illustrated in Figure 2-4:
Patron Identification Failure Screen.
Intelligent Library System (ILS) 2.0 User Manual Page 2-3
Patron Self-Checkout Station
2.3. Patron Identification Failure Screen
Figure 2-4: Patron Identification Failure Screen
If there are ever any questions concerning your authorization, go directly to the librarian desk for
assistance. After a short time period the Welcome Screen will be displayed again. At that time you
may attempt to checkout items again.
2.4. Item Identification Screen - Begin
Figure 2-5: Item Identification Screen - Begin
Page 2-4 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station
Now that you have been dvance and you see
instructions on how to checkout each item. On the left side of the screen you see your name at the
top and the heading Items Checked Out This Session. Once you have checked out items a list of
those items is displa
Take one of the items you wish to checkout and slowly pass it over the surface area of th
entification pad. You do not need to slide it on the pad in order for the item to be identified.
id
Simply move the item over the pad in a smooth fashion, just a couple of inches above the pad
area.
Repeat the above step for each ite
authorized for checkout, the visuals on the screen a
yed as shown in Figure 2-6: Items Identification Screen - Item List.
e item
m you want to checkout.
2.5. Item Identification Screen - Item List
Figure 2-6: Items Identification Screen - Item List
As you pass the item over the pad, the system identifies each item and lists it on the left side of
the screen.
Note: Some institutions may provide additional information along with the item name.
At anytime in the checkout process you may touch Done to complete your checkout session. The
Done is on the right bottom of the screen.
Press Done to end your session.
Intelligent Library System (ILS) 2.0 User Manual Page 2-5
Patron Self-Checkout Station
2.6. Item Identification Screen - Scroll
Figure 2-7: Items Identification Screen - Scroll
If you have a several items to check out and the listing of those items fills the item area on the
screen, you will see a scroll bar with arrows at the top and bottom. Use these buttons to move the
list up or down to view all of the items you have checked out.
If you have checked out more items than can display on the screen, the list will automatically
scroll down to show the most recent items that were checked out. To see previously checked-out
items that have already scrolled up off the screen, touch the Up Arrow button facing upward at
the top of the scroll bar. To scroll back down to the most recent items checked out, press the
Down Arrow button facing downward at the bottom of the scroll bar.
Press Done to end your session.
Page 2-6 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station
2.7. Item Identification Screen - Failed
Figure 2-8: Item Identification Screen - Failure
This screen displays if any item you presented for check out is not accepted. On the left side of
the screen you will see a message telling you the system was unable to process the item you
presented for checkout. The screen lists the Title (if available) of the item and identifies the
reason for denied access. You can contact your librarian for assistance with items that where not
successfully checked out. You may continue with the checkout of additional items by returning to
the Item Identification Screen.
Press Continue to continue your session.
Intelligent Library System (ILS) 2.0 User Manual Page 2-7
Patron Self-Checkout Station
2.8. Item Identification Screen - Failed - Scroll
Figure 2-9: Item Identification Screen - Failed - Scroll
If there are numerous items that have been rejected so that all cannot be fully displayed on the
left, a scroll bar will display to the right of the list. The Continue button now displays on the
right side of the screen. Use the scroll buttons to view the list.
Touch Up Arrow to scroll up the list.
OR
Touch Down Arrow to scroll down the list.
Press Continue to continue your session.
Page 2-8 Intelligent Library System (ILS) 2.0 User Manual
Patron Self-Checkout Station
2.9. End Session Screen
Figure 2-10: End Session Screen
When you have finished checking out all your items and touched Done, the End Session Screen
displays, instructing you to collect your printed receipt and showing you the total number of
items you have checked out. Collect the printed receipt from the receipt dispenser. Your receipt
will list the items you have checked out as well as the return due date for each item.
Note: Some institutions may not provide a printed receipt.
Intelligent Library System (ILS) 2.0 User Manual Page 2-9
Patron Self-Checkout Station
IImmppoorrttaanntt IInnffoorrmmaattiioonn ttoo oouurr UUsseerrss iinn NNoorrtthh AAmmeerriicca
a
FCC Regulatory Compliance Statement
Checkpoint Systems, Inc., offers Radio Frequency Identification Products that have been FCC certified or
verified to 47 CFR Part 15 Subparts B/C and/or 47 CFR Part 18. Appropriately, one of the following labels will
apply to the approval:
NOTE: This equipment has been tested and found to comply with the limits for a class A digital 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 radiate 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.
- OR -
This device complies with Part 15 of the FCC Rules. Operation is subject to the following two conditions:
(1) including this device may not cause harmful interference, and (2) this device must accept any
interference received, including interference that may cause undesired operation, which may include
intermittent decreases in detection and/or intermittent increases in alarm activity.
- OR -
NOTE: This equipment has been tested and found to comply with the limits for a miscellaneous type
ISM device, pursuant to Part 18 of the FCC Rules. This equipment generates, uses, and can radiate
radio frequency energy and, if not installed and used in accordance with the instruction manual, may
cause harmful interference to radio communications. However, there is no guarantee that interference
will not occur in a particular installation. If this equipment does cause harmful interference to radio
communications reception, which can be determined by turning the equipment off and on, please
contact Checkpoint Systems, Inc., at 1 (800) 257-5540 for further assistance.
Equipment Safety Compliance Statement
Checkpoint Systems Radio Frequency Identification products have been designed to be safe during normal
use and, where applicable, certain components of the system or accessory sub-assemblies have been
certified, listed or recognized in accordance with
1037, UL 1310, UL 60950-1, CSA C22.2 No. 205, CSA C22.2 No. 220, CSA C22.2 No. 223, CSA C22.2 No.
60950-1. Additional approvals may be pending.
WARNING:
not expressly approved by the party responsible for assuring compliance could void the user’s authority to
operate the equipment in a safe or otherwise regulatory compliant manner.
Changes or modifications to Checkpoint’s Radio Frequency Identification (RFID) equipment
one or more
Page 2-10 Intelligent Library System (ILS) 2.0 User Manual
of the following Safety standards: UL 1012, UL
Patron Self-Checkout Station
IImmppoorrttaanntt IInnffoorrmmaattiioonn ttoo oouurr UUsseerrss iinn EEuurrooppee
CE Compliance Statement
Where applicable, Checkpoint Systems, Inc., offers certain Radio Frequency Identification (RFID) products
that have CE Declarations of Conformity according to R&TTE Directive 99/5/EC.
System Electromagnetic Compatibility (EMC), has been tested and notified through Spectrum Management
Authorities using laboratories, whereby, conformity is declared by voluntarily accepted European
Telecommunic ations Standards Institute (ETSI) standards EN 301489-3 and EN 300330-2.
NOTE: Certain Radio Frequency Identification (RFID) equipment have been tested and found to conform
with the CE emission and immunity requirement in Europe. This equipment generates, uses, and can radiate
radio frequency energy and, if not installed and used in accordance with the instruction manual, may cause
harmful interference to radio communications. Under unusual circumstances, interference from external
sources may degrade the system performance, which may include intermittent decreases in detection
and/or intermittent increases in alarm activity. However, there is no guarantee that interference will not occur
in a particular installation. If this equipment experiences frequent interference from external sources or does
cause harmful interference to radio communications reception, which can be determined by turning the
equipment off and on, please contact a Checkpoint Systems representative for further assistance.
Equipment Safety Compliance Statement
Checkpoint Systems Radio Frequency Identification products have been designed to be safe during normal
use and, where applicable, certain components of the system or accessory sub-assemblies have been
declared safe according
recognized in accordance with one or more
50364, EN 60742. Additional approvals may be pending.
WARNING:
expressly approved by the party responsible for assuring compliance could void the user’s authority to
operate the equipment in a safe or otherwise regulatory compliant manner.
Changes or modifications to Checkpoint’s Radio Frequency Identification equipment not
to the European Low Voltage Directive (LVD) by being certified, listed, or
of the following European safety standards; EN 60950, EN
Intelligent Library System (ILS) 2.0 User Manual Page 2-11
Patron Self-Checkout Station
NOTES
Page 2-12 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader
Chapter 3 Handheld Portable Reader
3.1. Overview
The Intelligent Library System (ILS) Handheld Portable Reader is a key component in
Checkpoint's family of ILS products. Consisting of a lightweight, handheld sensing unit, the
Handheld Portable Reader combines convenience with versatility. An extendable handle makes it
easy to read items placed in hard-to-reach areas, while the sophisticated antenna design and
electronics make the Handheld Portable Reader the longest-range portable reader available. This
feature is exceptional when checking inventory or trying to locate materials that haven’t been
shelved properly.
The ILS Handheld Portable Reader is designed with ease of use in mind. The handheld antenna
contains three LED's: the green light indicates power on, the red light alerts the user that a
Circulation Circuit is being read, and the yellow one indicates a low battery.
The ILS Handheld Portable Reader enables a fast, efficient and accurate method for taking
inventory of the library material.
The Portable Data Terminal (PPT 2700/2800) enables data to be uploaded or downloaded from
the Application Server, providing both inventory and search capability.
Figure 3-1: Handheld Portable Reader
Intelligent Library System (ILS) 2.0 User Manual Page 3-1
Handheld Portable Reader
3.2. Powering Up the Handheld Portable Reader
Prior to using the Handheld Portable Reader for any significant inventory collection or inventory
search session it is imperative that its battery is fully charged. Connect the battery to the battery
charger and plug the adapter into an outlet to begin charging. The estimated charging time is 4-6
hours.
When the battery is completely charged, connect the Handheld Portable Reader battery to the top
of the Handheld Portable Reader. Once you have started using the Inventory Collection or the
Search Inventory programs, the Handheld Portable Reader will be powered up.
3.3. Powering Up and Charging the PPT 2700/2800
3.3.1. Powering Up
Press the power button on the lower left-hand side of the terminal to turn the PPT 2700/2800 on
and off.
Figure 3-2: Powering Up the PPT 2700/2800
Note: If you have not used the PPT 2700/2800 within the configured time, the device will go into
Power Save mode. This means that the device will power down. To turn it on press the red power
button. You will be returned to the last screen presented prior to shut off.
3.3.2. Charging the Device
Before using your terminal for the first time, charge the battery. Also, when battery voltage is
low, a warning message displays indicating the battery needs to be charged. You can charge the
battery using the CRD 2800 cradle. Your terminal is equipped with a memory backup battery that
automatically charges from the main lithium-ion battery. This backup battery retains data in
memory when the terminal's battery is removed, and takes several hours to charge when you first
use your terminal.
Note: If you remove your lithium-ion battery before the backup battery is fully charged, data may
be lost. For this reason DO NOT remove the battery within the first ten hours of use.
Using the Cradle to Charge the Battery
To charge the terminal's battery using the cradle:
Connect the power supply to the power port on the back of the cradle, and the other end of the
power supply to a wall outlet.
Page 3-2 Intelligent Library System (ILS) 2.0 User Manual
Handheld Portable Reader
Figure 3-3: Charging the PPT 2700/2800
Insert the PPT 2700/2800 terminal in the cradle.
Figure 3-4: Docking the PPT 2700/2800
The Terminal Charge LED turns red to indicate ch ng, then green when the battery is fully
charged. The terminal's battery is fully charged after approximately 2 1/2 hours.
argi
3.3.3. Charging the Spare Battery
To charge a spare battery, insert the battery in the spare battery
cradle, oriented so the contacts are facing down a
battery down into the slot until firmly seated.
The Spare Battery Charge LED turns red to indicate charging, then green when the battery is fu
charged. The
Intelligent Library System (ILS) 2.0 User Manual Page 3-3
battery is fully charged after approximately 2 1/2 hours.
nd towards the back of the cradle. Press the
-charging slot in the back of the
lly
Handheld Portable Reader
Figure 3-5: Charging the Spare Battery
3.3.4. Using the PPT 2700/2800
In this section the word tap is used instead of click because the stylus supplied must be used to
tap the touch screen. The stylus is stored in a silo on the back of the PPT 2700/2800. Please refer
to the Symbol PPT 2700/2800 Series Quick Reference Guide for information regarding use of
this device.
3.3.5. Check on the Status of the Batteries
It may b
following p
ecome necessary to check the status of the PPT 2700/2800’s battery power. Use the
rocedure to check the power status of the battery:
1. Tap the Windows icon in the upper left hand corner of the screen.
2. Tap the Settings menu item. The Sett gs Panel (Figure 3-6) screen displays.
3. Tap the System tab at the bottom of the Settings Panel screen.
in
Page 3-4 Intelligent Library System (ILS) 2.0 User Manual
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