SAM 9.0 User Manual - The Library Network

SAM 9.0 User Manual - The Library Network
 SAM 9.0 User Manual SUM90_108 WELCOME Thank you for purchasing SAM, the innovative new Smart Access Manager for library patron computers. We hope you find this product easy to use. It should start saving you time and money immediately. If you have any questions about SAM, please call our customer support department toll free at (800) 531‐0132 during normal business hours. We welcome your feedback and suggestions for improving this or any Comprise product. Suggestions for enhancements are coordinated by our Customer Services Manager, Christopher Hayes, who can be contacted by email at chayes@comprisetechnologies.com. All materials originated pursuant to this product are the exclusive property of Comprise including trade secret, patent, title to copyright in all copyrightable material, title to all intellectual property and any other protectable rights or interests under state, federal, or international law. Subject to the terms and conditions of the License Agreement, the Customer may use the Comprise Software solely in the conduct of the business of the Customer. The Software will be provided by Comprise only in machine‐readable object code. 2 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
IMPORTANT NOTICES PRODUCT DEVELOPMENT Comprise pursues a policy of ongoing product development. Release product version may vary from description herein. Comprise reserves the right to modify and or discontinue product features at any time without advance notice. OPERATING SYSTEMS Not all product features function with or are applicable to all Microsoft Windows Operating Systems. Please consult your Comprise Representative for further details regarding specific features and your operating system. HARDWARE MODELS Not all hardware features may be implemented or applicable to all installations. Please contact your Comprise Representative for more information. ILS PRODUCTS Comprise product documentation describes what our product(s) are capable of doing. However, different ILS products provide more or less support for these capabilities. Please consult your Comprise Representative for further details regarding specific features and your ILS Product. VERSION/ENHANCEMENT SUPPORT Comprise product versions are released to be backward compatible with earlier versions. With each new release Comprise provides support for that product version, plus the then current release in general distribution. Older versions will not be supported. Custom enhancement requests will not be distributed unless the newest version of the product is currently installed. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 3 TOP 5 THINGS THAT CAN IMPACT COMPRISE PRODUCTS! 1. ILSUpgrades/Migrations
Please give us at least 2 weeks’ notice before you upgrade or migrate your ILS product and/or ACS Server. We use that time to prepare your Comprise Products and to ensure that your patron services are not impacted by the change. 2. InternetProvider/NetworkConfiguration
When you change your Internet Service Provider your external IP address in most cases will also change. In most cases we use the IP Address to access your server for in‐depth technical support issues and for upgrades. In some cases, for larger library systems, changing your ISP causes your IP Range to change which will impact patron services. Network changes can also have a dramatic impact on Comprise Products. IP Ranges, routing tables, etc. all must be configured with Comprise Products in mind. If you think your major network configuration change might have an effect, it probably will. Please call us to schedule an appointment to make sure everything runs smoothly. 3. Hardware
Hardware changes refers to many things, but specifically, let us know before you change your firewall, filter appliance, printers, or copy controllers to ensure your change goes smoothly. 4. OperatingSystem/Application/InternetBrowser
As with any software, changes to the operating system on your patron and staff computers will have an effect on your Comprise Products, and in particular Internet Browser will impact SAM. Please give us a call to find out before attempting any major operating system or software changes or upgrades. 5. StaffTraining
We find that many issues result from staff not being completely confident when the initial training is over or that there has been a significant staff turn‐over since the product was installed. We offer remote training and in some cases will come on‐site when training is necessary. In most cases training is offered at no cost! Please contact Customer Support to schedule an appointment. 4 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
TABLE OF CONTENTS WELCOME..............................................................................................................................................................................................2
IMPORTANT NOTICES........................................................................................................................................................................3
TABLE OF CONTENTS ........................................................................................................................................................................5
WELCOME TO THE SAM 9. EXPERIENCE...................................................................................................................................12
WHAT YOU SHOULD EXPECT FROM SAM .................................................................................................................................13
SAM USER INTERFACE ....................................................................................................................................................................14
SCREEN SAVER ..................................................................................................................................................................... 14
MULTI LINGUAL................................................................................................................................................................... 14
THEMES ............................................................................................................................................................................... 15
SORRY SCREEN (SAFE MODE)............................................................................................................................................... 15
PC MANAGER MODE ........................................................................................................................................................... 16
SAM PERSONAL SESSION MANAGER ..................................................................................................................................... 16
My Account Information.......................................................................................................................................................16
Screen Name ........................................................................................................................................................................17
Internet Filtering Information..............................................................................................................................................17
Account Balance Information...............................................................................................................................................17
View My History...................................................................................................................................................................18
Make a Payment...................................................................................................................................................................18
Lock PC................................................................................................................................................................................18
Reserve a PC........................................................................................................................................................................19
End Session ..........................................................................................................................................................................19
PATRON SESSION TIMERS ..................................................................................................................................................... 20
Inactivity Timer ....................................................................................................................................................................20
End Of Session Warning Timers ..........................................................................................................................................20
Flex Time..............................................................................................................................................................................20
Library Close Timer.............................................................................................................................................................20
INTERNET MANAGER MODE ................................................................................................................................................. 21
PASSWORD AUTHENTICATION ............................................................................................................................................... 21
PRINTING .............................................................................................................................................................................................22
PRINT EXPRESS .................................................................................................................................................................... 22
PRINT RELEASE STATION ...................................................................................................................................................... 22
PAYMENT METHODS........................................................................................................................................................................23
COMPUTER SIGN-UP AND RESERVATIONS...............................................................................................................................24
Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 5 SIGN UP STATION ................................................................................................................................................................ 24
RESERVATIONS ..................................................................................................................................................................... 25
SAM MAINTENANCE .........................................................................................................................................................................26
SAM SMARTSERVER LOGIN .....................................................................................................................................................
26
ADMINISTRATOR ACCESS ...................................................................................................................................................... 26
SAM ADMINISTRATOR MANAGER WEB INTERFACE ............................................................................................................27
STAFF .................................................................................................................................................................................. 27
Super Admininstrator access (Admin Staff) .........................................................................................................................27
Administrator access (Admin Staff)......................................................................................................................................27
IT manager access (Admin Staff) .........................................................................................................................................28
Report Manager access (Admin Staff)..................................................................................................................................28
Staff access (Admin Staff).....................................................................................................................................................28
Add Staff Member (Admin Staff) ..........................................................................................................................................29
Modify Staff Member (Admin Staff)......................................................................................................................................30
Delete Staff Member (Admin Staff) ......................................................................................................................................30
USERS ................................................................................................................................................................................. 32
Add User (Admin Users) ......................................................................................................................................................32
Modify User (Admin Users) .................................................................................................................................................35
Delete User (Admin Users) ..................................................................................................................................................36
Import User (Admin Users)..................................................................................................................................................39
Register User (Admin Users) ...............................................................................................................................................39
Payments, etc. (Admin Users) ..............................................................................................................................................40
User Reconciliation (Admin Users) .....................................................................................................................................41
User Exceptions (Admin Users) ...........................................................................................................................................42
IDENTIFY AND DEFINE GROUPS OF COMPUTERS..................................................................................................................43
Region ..................................................................................................................................................................................43
Location ...............................................................................................................................................................................43
Zone......................................................................................................................................................................................43
Control Zone ........................................................................................................................................................................43
REGIONS.............................................................................................................................................................................. 44
Add Region (Admin Regions) ...............................................................................................................................................44
Modify Region (Admin Regions) ..........................................................................................................................................45
Delete Region (Admin Regions) ...........................................................................................................................................46
6 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Assign Zone (Admin Regions) ..............................................................................................................................................46
LOCATIONS .......................................................................................................................................................................... 48
Add Location (Locations).....................................................................................................................................................48
FILTERS ............................................................................................................................................................................ 50
ZONES ............................................................................................................................................................................... 51
Add Zone (Zones) .................................................................................................................................................................51
Associate Device (Zones) .....................................................................................................................................................52
Browser Control (Zones)......................................................................................................................................................53
Visitor card/ Sign Up ticket Options (Zones) .......................................................................................................................55
Free Page Options (Zones) ..................................................................................................................................................57
Group Options (Zones) ........................................................................................................................................................58
SAM Timers (Zones).............................................................................................................................................................59
Language Options (Zones) ...................................................................................................................................................61
Invoice Options (Zones) .......................................................................................................................................................71
OPAC Options (Zones) ........................................................................................................................................................72
Print Options (Zones)...........................................................................................................................................................73
Resources (Zones) ................................................................................................................................................................75
System Options (Zones)........................................................................................................................................................77
Time Options (Zones)...........................................................................................................................................................84
Schedule Options (Zones).....................................................................................................................................................85
Menu Options (Zones)..........................................................................................................................................................87
Themes (Zones) ....................................................................................................................................................................91
Creating a custom Theme.....................................................................................................................................................97
CONTROL ZONES ................................................................................................................................................................. 99
Add Control Zone (Control Zones) ......................................................................................................................................99
Modify / Delete Control Zone (Control Zones) ..................................................................................................................101
METERING ......................................................................................................................................................................... 103
Add Application / Website (Metering)................................................................................................................................103
Modify / Delete Application/Website (Metering) ...............................................................................................................104
REPORTS ........................................................................................................................................................................... 105
Director’s Report (Admin Reports)....................................................................................................................................105
User Report (Admin Reports).............................................................................................................................................106
Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 7 Duplicate Names Report (Admin Reports) .........................................................................................................................107
User Usage Report (Admin Reports)..................................................................................................................................108
Account Reports (Admin Reports)......................................................................................................................................108
Print Control Report (Admin Reports)...............................................................................................................................112
Group Report (Admin Reports) ..........................................................................................................................................112
Computer Report (Admin Reports).....................................................................................................................................113
Reservation Report (Reports).............................................................................................................................................114
Agency Report (Admin Reports).........................................................................................................................................114
Statistic Report (Admin Reports)........................................................................................................................................116
Missed Reservation Report (Admin Reports) .....................................................................................................................117
Application / Web Site Report (Admin Reports).................................................................................................................118
Visitor Report (Admin Reports)..........................................................................................................................................120
PC Usage Report (Admin Reports) ....................................................................................................................................120
SUS Report (Admin Reports)..............................................................................................................................................122
HELP ................................................................................................................................................................................. 124
User Manual (Help) ...........................................................................................................................................................124
Contact Comprise (Help) ...................................................................................................................................................124
STAFF WEB INTERFACE ................................................................................................................................................................ 125
STAFF ACCESS ................................................................................................................................................................... 125
USERS ............................................................................................................................................................................... 125
Add User (Staff Users) .......................................................................................................................................................125
Modify User (Staff Users) ..................................................................................................................................................127
Delete User (Staff Users) ...................................................................................................................................................127
Import User (Staff Users)...................................................................................................................................................130
Register User (Staff Users) ................................................................................................................................................131
Payments, etc. (Staff Users) ...............................................................................................................................................132
User Reconciliation (Staff Users).......................................................................................................................................133
RESERVATIONS ................................................................................................................................................................... 134
Staff Managed Reservations...............................................................................................................................................134
PC Activity Information (Staff Reservations) .....................................................................................................................134
Web Reservations [Staff Use] (Staff Reservations) ............................................................................................................135
Add Single (Staff Reservations)..........................................................................................................................................135
Add Block (Staff Reservations)...........................................................................................................................................137
8 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Add Multiple (Staff Reservations) ......................................................................................................................................138
Delete Single (Staff Reservations)......................................................................................................................................139
Delete Block (Staff Reservations).......................................................................................................................................140
Delete Multiple (Staff Reservations) ..................................................................................................................................141
REPORTS ........................................................................................................................................................................... 143
User Usage Report (Staff Reports).....................................................................................................................................143
Print Control Report (Staff Reports) ..................................................................................................................................145
Reservation Report (Staff Reports).....................................................................................................................................146
SIGN UP STATION ............................................................................................................................................................................ 147
Add Multiple Zones to Sign-Up station ..............................................................................................................................147
SAM Sign-Up can be used in two ways:.............................................................................................................................148
SIGN UP STATION CONFIGURATION SCREEN ....................................................................................................................... 149
Library Card Information ..................................................................................................................................................149
Display information for the Sign Up Station......................................................................................................................149
Display information for LED Displays ..............................................................................................................................149
Configuration Information .................................................................................................................................................150
Close the Sign Up Station Application ...............................................................................................................................150
PC ACTIVITY MANAGER ............................................................................................................................................................... 152
Computers ..........................................................................................................................................................................154
Patrons ...............................................................................................................................................................................155
Reservations .......................................................................................................................................................................155
System Options ...................................................................................................................................................................156
Setup Options .....................................................................................................................................................................156
Reports ...............................................................................................................................................................................157
Help....................................................................................................................................................................................157
Status..................................................................................................................................................................................157
Make a Visitor Card...........................................................................................................................................................158
PC ACTIVITY MANAGER CONFIGURATION SCREEN .............................................................................................................. 159
PRINTING ........................................................................................................................................................................................... 161
PRINT EXPRESS MODE ....................................................................................................................................................... 161
PRINT RELEASE STATION .................................................................................................................................................... 163
Print Release Station processing from SAM 9.0 Client PC................................................................................................163
Using the Print Release Station .........................................................................................................................................164
Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 9 PRINT RELEASE STATION CONFIGURATION ......................................................................................................................... 165
Close the Print Release Station Application ......................................................................................................................165
SAM 9.0 INSTALLATION SUITE SAM CLIENT .......................................................................................................................... 166
SAM 9.0 INSTALLATION WIZARD ........................................................................................................................................ 166
SAM CLIENT INSTALLATION ............................................................................................................................................... 166
SAM Server Information.....................................................................................................................................................166
Account Information...........................................................................................................................................................167
Client Modes ......................................................................................................................................................................167
Print Modes........................................................................................................................................................................167
Sign Up/Reservation...........................................................................................................................................................168
SAM ACTIVITY MANAGER (STAFF INTERFACE) ................................................................................................................... 169
Location .............................................................................................................................................................................169
Visitory Card Settings ........................................................................................................................................................169
Sign Up Station Information ..............................................................................................................................................169
LED Type ...........................................................................................................................................................................169
SIGN UP STATION INSTALLATION ............................................................................................................................................. 170
Location .............................................................................................................................................................................170
Sign Up Station Mode ........................................................................................................................................................170
PRINT RELEASE STATION INSTALLATION ............................................................................................................................. 171
Location .............................................................................................................................................................................171
Printing Information ..........................................................................................................................................................171
SAM Directory Information ...............................................................................................................................................171
PRINT RELEASE STATION MODE ON THE SAM 9.0 CLIENT PC......................................................................................... 172
ADD A PRINTER.................................................................................................................................................................. 173
PRINTER CONFIGURATION.................................................................................................................................................. 175
SAM 9.0 TROUBLESHOOTING GUIDE ........................................................................................................................................ 178
SAM CLIENT ISSUES........................................................................................................................................................... 178
SCREEN DISPLAY ................................................................................................................................................................
178
USER LOGIN ISSUES ........................................................................................................................................................... 179
SESSION ISSUES ..................................................................................................................................................................
180
ACTIVITY MANAGER ISSUES .................................................................................................................................................
180
SIGN UP STATION ISSUES..................................................................................................................................................... 181
PRINT ISSUES ..................................................................................................................................................................... 182
PRINT ISSUES (CONT)......................................................................................................................................................... 183
10 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
FREQUENTLY ASKED QUESTIONS............................................................................................................................................. 184
GLOSSARY OF TERMS.................................................................................................................................................................... 185
CHECK OUT THESE OTHER COMPRISE SOLUTIONS! – SALES: 800-854-6822 ................................................................ 186
Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 11 WELCOME TO THE SAM 9. EXPERIENCE SAM 9.0 is the culmination of ten years’ experience working closely with our library customers to shape an access management product that out performs any other product. Three key aspects of SAM are: 1.
2.
3.
An easy to use self‐service environment for both patrons and visitors A powerful interface through which Staff can monitor and control from a distance An intelligent PC Status monitoring system that responds in real time so staff doesn’t have to. Reconcile Collections
in Real-Time
Experience SAM @ Your Library
SAM Access Manager
Library Payment Centers
Consolidated Information Management
Admin Offices
PC Sign-Up
Station
Self Service Fine
Payments at Checkout
Consolidated Financial and
Statistical Reporting.
Self-Service Payment Center
•
•
•
•
Print & Copy
Visitor Cards
Fine Payments
Change Return
Staff PC Activity Manager
•
•
•
•
•
PC Session Status
Assignments & Reservations
Patron Accounts
Visitor Cards
Counter Payments
Print & Copy
Management
Wireless
Priniting
Automated PC
Session Management
12 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
WHAT YOU SHOULD EXPECT FROM SAM SAM 9.0 is designed to offer your customers an understandable managed‐computing environment so that they can serve themselves through sign up, assignment, session, and print services. SAM lets you “Theme” the look and feel of the patron displays, and this feature in combination with the ability to control instructional messages in one or more languages all contribute to ease of usage and customer satisfaction. SAM Sign‐Up has been enhanced to make queuing for a computer easier than ever. Users need only enter their card number to join a waiting list. SAM performs a real time check of patron status and will not allow someone to sign up for a PC if data in their record would restrict access to a computer. SAM Sign‐Up takes the worry out of waiting in line: 



Issue a ticket number which displays on the Waiting/Assigned lists Respect privacy through your choice of individual display protocols Estimate wait times before someone joins the waiting list Print a waiting list ticket for user convenience. Staff can expect that SAM’s Sign‐Up and PC Assignment components are intelligent enough to take care of themselves. This translates into consistent, reliable performance that takes into consideration real time patron status and changes in the condition of public PCs: 


Only allow sign up by persons qualifying for each different zone Display and assign only PCs that are, in fact, operating properly Assign PCs when they become available to make the best use of your resources. Staff can enjoy their ability to monitor and control public PCs from the convenience of their desktops. This means they can know what’s going on without having to be involved: 




Notify staff of PCs that are offline, at a glance Buffer offline status to prevent erratic behavior Defeat inappropriate attempts to cheat session timers Manage the waiting queue Send messages, refresh time, etc. Finally, SAM 9.0 is made to integrate seamlessly with the Comprise suite of self‐service payment products. Whether it’s in Payment Centers or our Online Payment Gateway, SAM can securely process payments and post transactions to your ILS product without staff involvement. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 13 SAM USER INTERFACE SAM supports 2 “Running Modes” for client PCs, PC Manager and Internet Manager. PC Manager presents a login screen which users cannot bypass until they successfully authenticate into SAM. PC Manager controls access to the entire PC rather than a specific application. Internet Manager presents the user with a login screen only when the computer’s browser is launched. Internet Manager allows the library to permit non‐authenticated, non‐time‐limited access to applications on the PC. It only limits access to the Internet. Running Mode can be selected through the Administrative interface from the System Options link and within SAM Options. You are able to control a user’s session time, Internet access, and print controls in either the PC Manager or Internet Manager Modes. SCREEN SAVER Display the PC ID and status (available, reserved, locked, or disabled). MULTI LINGUAL A library can configure multi‐lingual Activity Manager, Sign Up Station, Session Info –Main, and Session Info‐My Account display in up to three different languages. All SAM screens on the client PCs will display in the configured language on the public PCs within the library. 14 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
THEMES A library can configure the Activity Manager, Sign Up Station, Session Info –Main, and Session Info‐My Account to display in up to three different themes. All SAM screens on the client PCs will display in the configured theme on the public PCs within the library. Anytown Theme Forest Theme Card Catalog Theme Handwritten Theme SORRY SCREEN (SAFE MODE) Regardless of which theme is chosen, this Sorry Screen will display when a client PC loses network connection. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 15 PC MANAGER MODE The user walks up to a PC, sees the user log in screen, and they simply enter their Library Card number and (optional) PIN. Once logged in, the desktop will appear and SAM will control the user’s time for the entire PC. SAM PERSONAL SESSION MANAGER From the Personal Session Manager, users can view their current information such as Name, Time remaining in the current session, Access Level (if offered by the individual library), and Account Balance. MY ACCOUNT INFORMATION Upon clicking [My Account] on the Personal Session Manager screen, a new screen is opened which displays the user’s “My Account Information”. This feature supports three elements of a user’s involvement with the library: 1) Screen Name 2) Internet Filter Access Level and 3) Account Balance Information. 16 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SCREEN NAME If the Library policy allows, users can create a screen name for themselves upon logging into SAM. A Screen Name box will be displayed on the My Account Information screen. Users simply enter their desired Screen Name and click [Save]. Once created, this screen name will appear on the Sign Up Station, the PC Activity Manager and on the PC to which the patron has been assigned. INTERNET FILTERING INFORMATION Libraries can elect to offer adult users the ability to change their own internet filter level. Once logged into SAM, users can select their desired internet filter level from the drop down options available on the My Account Information screen. ACCOUNT BALANCE INFORMATION Users can view their current balance as well as any fines and fees owed in the Account Balance Information section. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 17 VIEW MY HISTORY Users can view Recent Print Activity, Recent Transactions, as well as Upcoming Reservations by clicking the View My History button. MAKE A PAYMENT Users can pay fines/fees from their SAM account. If the library has a real time link setup then this payment will also be reported to the ILS provider database. Once a user makes a payment, it will be deducted from their balance owed in SAM, as well as subtracted from the money they have on their SAM Account. Below is an example of the screen detail that the user sees upon clicking the Make a Payment button. Here users can choose to pay the Entire Amount, a Line Item, or an Unspecified amount. Upon entering the amount or choosing the item/s they wish to pay, the user simply clicks the [Pay Fees] button and the fine/fee is cleared from that user’s account. LOCK PC Users can lock a PC and step away from the PC with peace of mind. However, their session clock continues running while the PC is locked. “Locked by: and the Time Left” will display on the SAM welcome screen to indicate the PC has been locked. 18 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
RESERVE A PC Users have the ability to reserve PCs. Make reservations from the PC by simply clicking on the Reserve a PC button. “This PC is reserved at (and the time)” will display on the SAM welcome screen to indicate the PC has a reservation at the time shown. The user on that PC will know they will have to log off at that time and make PC available for the user who reserved the PC. END SESSION SAM alerts users prior to terminating their session for any reason. Users are prompted to confirm end of session at the pop up window. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 19 PATRON SESSION TIMERS SAM automatically runs a series of background timers to monitor usage of library PCs. All of these timers are under complete control of the library through the Administrative interface. INACTIVITY TIMER The library administrator can set an inactivity timer from 1‐60 minutes. This timer monitors movements on the keyboard or mouse. If there is no keyboard or mouse input for a pre‐
defined length of “Inactivity Time”, a notification will be displayed on the monitor "X" minutes prior to the browser closing. If the user is at the workstation they just need to click [OK] or hit [Enter] to reset the inactivity timer. If the user walked away from the PC and the inactivity time expires, the Browser and applications will close and end the session for the user. A dialog box is displayed that states "Sorry, browser closed due to inactivity”. END OF SESSION WARNING TIMERS The library administrator can set up to 3 End of Session Warning Timers from 1‐60 minutes. This timer is intended to notify the user "X" minutes prior to the user’s session time expiring. If the user is still on the workstation when their time expires, the session will close if the library doesn’t have Flex Time setup. FLEX TIME Libraries can choose to offer Flex Time. SAM will automatically extend a user’s session time based on the percentage of PCs available at the end of their current session. Users will not get the end of session message letting them know their session is ending. Instead, they get a message indicating their computer time will be extended unless they have used their maximum daily time. Users have to click [OK] for another full session due to availability of PCs. LIBRARY CLOSE TIMER When the library sets their schedule from Zones / Schedule Options, the “End of Day Timer” will be enabled. This timer will first warn a user, at a preset number of minutes prior to the library closing, to save all their work. The second warning will be at another preset number of minutes prior to closing. In the final message, again at a preset number of minutes, the user will see that the library is closing and then the session will end. 20 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
INTERNET MANAGER MODE The user walks up to an Internet Access Workstation and clicks on the Internet browser icon. Then, a dialog box appears where the user enters their library card number and password (optional). Once logged in, the Internet browser will open and SAM will control only the user’s Internet time. PASSWORD AUTHENTICATION In either PC Manager Mode or Internet Manager Mode, users must enter their library card number and optional password, which is then authenticated. The PIN or password can be enabled or disabled through the Administrative interface within the System Options link. There is a notification for first time users that they should enter a password they will remember. The password is then recorded and entered into the database. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 21 PRINTING Libraries can offer users 2 choices of print modes, Print Express and Print Release Station. PRINT EXPRESS Printed documents are sent directly to the printer(s) that is setup for PCs in the library. The SAM “Print Manager” window appears each time the user submits a print a job. Prior to printing, users can review the following: 
Current Account Balance 
# of pages in print job 
# of free pages remaining 
# of pages printed for the day 
Cost per page 
Total Cost for print job PRINT RELEASE STATION The Print Release Station operates on a dedicated computer. Users enter a card number and PIN to review and print their documents. They will only see their own documents and can choose to print or delete them. 22 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PAYMENT METHODS In addition to a choice of print modes, SAM allows the library a choice of various print payment methods: Print on Credit against a library established credit limit. This method (which is not practical in the absence of SAM) allows users to pay after they print but holds the library’s exposure for unpaid print to a finite amount (maybe $5.00) per user. Once a user prints to the credit threshold, SAM automatically terminates his/her print privileges until previous print charges are paid. Print on Credit reduces staff involvement with print charges by allowing users the convenience of fewer but larger print pay transactions. (Only available for Print Express.) Pre‐Pay Deposit is a deposit that is managed in the SAM database. This method requires that users pre‐pay money into their SAM print account. Payment for print is automatically charged against the user account balance within SAM. Should the library specify Pre‐Pay Deposit for the payment of print charges, SAM features a staff payment module within the SAM web‐interface through which staff can add cash value to user accounts. (Available for Print Express and Print Release Station.) Cash on Demand (COD) utilizes pay‐station hardware that requires users to deposit cash or coins sufficient to pay for their print charges and then returns change at the end of use. (Only available for Print Release Station.) Print Express Print Release Print on Credit YES NO Pre‐Pay Deposit YES YES Cash on Demand NO YES Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 23 COMPUTER SIGN‐UP AND RESERVATIONS SAM enables a library to automate the process of assigning computers to users utilizing either a Sign Up Station or PC Reservations. This process can involve staff or be fully user self‐serve. SIGN UP STATION The Sign Up Station offers a fair and efficient method of PC assignment. Users are immediately assigned to computers in the order in which they sign up. If a user leaves prior to their full session entitlement, SAM immediately assigns that computer to the next waiting user. When a user is assigned a computer, their assignment is displayed at the Sign Up Station as well as on the computer to which they are assigned. 24 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
RESERVATIONS Users have three options to reserve computers. They can use the Make a Reservation button on the Client PC, utilize a link on the Library home page, or utilize a Reservation Kiosk. All three options will bring users to either one of these two Reservations screens, available at the Library’s discretion. Users have the option to select Zone, PC ID, and Time to reserve computers. Please Note: Users do not have to make reservations to use PCs. OR ` Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 25 SAM MAINTENANCE SAM comes with default values set for all parameters that are necessary for it to function properly. It also comes with a sample database of user records. Creating, modifying or deleting entries and records is accomplished through SAM’s web‐based interface. Both Administrator and staff members can access SAM by entering a User Name and Password at the SAM SmartServer Login page. Subsequent views, forms and read/write rights are driven by log in authorities. SAM SMARTSERVER LOGIN SAM SmartServer Login Page ADMINISTRATOR ACCESS Links on the SAM SmartSERVER Administrator Menu 26 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SAM ADMINISTRATOR MANAGER WEB INTERFACE STAFF Staff is used to setup Access Levels as determined by library administration. Each Access Level can be set up with specific, customized rights and access as follows: SUPER ADMININSTRATOR ACCESS (ADMIN STAFF) Super Administrator: Access to all SAM controls ADMINISTRATOR ACCESS (ADMIN STAFF) Administrator: Access to selected SAM controls as designated by Super Administrator. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 27 IT MANAGER ACCESS (ADMIN STAFF) IT Manager (Web Interface): Access limited to only Zones. REPORT MANAGER ACCESS (ADMIN STAFF) Report Manager (Web Interface): Access limited to only Reports, this includes ALL SAM of the reports. STAFF ACCESS (ADMIN STAFF) Staff (Web Interface): Access to User Maintenance, Reservations and Limited Reports 28 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
ADD STAFF MEMBER (ADMIN STAFF) Administrators can Add Staff Member access for: Administrator, POS Manager, Staff, IT Manager, and Report Manager by creating the Username and Password for each particular staff member’s Access Level. To Add Staff Member, please follow these steps: 1. Select appropriate Zone from drop down 2. Enter User Name for new Staff Member 3. Enter Password for new Staff Member 4. Select desired Access Level from the drop down. For example, Administrator, Staff, IT Manager, Report Manager, POS Manager, and POS User. 5. Select Interface Level from the drop down. For example, All Zones, Single Zone, etc. 6. Click [Save]. A confirmation message: Staff Member Created will display at bottom of window. Field Description – Admin Staff Field Label Save Field Specifications Add Staff Member Description Enter/Select information and click Save to Add Staff Member Zone User Name Password Access Level Select Zone Enter User Name Enter Password Select Access Level Interface Level Select Interface Level Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Confirmation Message: Staff Member Created will display at bottom of window Administrator, Staff, IT Manager, Report Manager, POS Manager, POS User All Zones, Single Zone, etc. 29 MODIFY STAFF MEMBER (ADMIN STAFF) Staff Member can be modified by following these steps: 1.
2.
3.
Select appropriate Zone from drop down Click Select to open Modify Staff Member screen Select Staff Member you wish to modify from the list and click [Modify]. 4.
5.
Upon clicking the Modify button, the staff member’s current information will be displayed. Make the appropriate changes and click [Save]. DELETE STAFF MEMBER (ADMIN STAFF) You can delete a staff member’s access level. This removes that member and their access level. The User Name & Password is the link to that particular access level that was created, so you can add several staff members with exclusive ID and Passwords to them. To delete a Staff Member from the list, follow steps 1 to 4 above. Then, select the Staff Member you wish to delete and click [Delete User]. Click [OK] when prompted to confirm deletion. 30 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Admin Staff Modify / Delete Staff Member Description Select Zone Click Select to open Modify Staff Member screen Select Staff and Click Modify Field Label Zone Select Field Specifications Modify Zone ID Zone Name Save Delete User Zone ID Zone Name UserName Password Zone Access Type Zone ID Zone Name Click Save to save changes Click Delete User to delete user from database Zone ID Zone Name Current User Name Current Password Select Zone Select Access Type Interface Level Select Interface Level Notes Open Modify Staff screen Open current Staff Member information Confirm deletion at pop up window to delete User Field can be modified here Field can be modified here Field can be modified here Administrator, Staff, IT Manager, Report Manager, POS Manager, POS User All Zones, Single Zone, etc. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 31 USERS This section allows for the addition of new users, and modification or deletion of current users. Administrators can also override the Standard or Group settings with personalized User settings for session time and print control settings. ADD USER (ADMIN USERS) Enter the information for the new user. This step includes entering Account/ID Number, Last Name, First Name, Date of Birth, Pin/Password, User Status, Internet Access Level, Group, Issue Date, Expiration Date and Guardian’s Name. Important: Password is user created, so it does not have to be entered here. The required fields in the first step are Account/ID Number and Last Name. Libraries can offer patrons the ability to create a screen name for themselves upon logging into SAM if their policy allows. Once created, this screen name will appear on the sign up station, the staff PC Activity Manager and on the PC to which the user has been assigned. Once all information is entered, click [Add User]. Note: Fields in red are required. 32 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Admin Users Field Label Add User Clear Account/ID Number Guardian's Name Screen Name Field Specifications Required field 19 character limit Required field 8,000 character limit 8,000 character limit 8,000 character limit (MM/DD/YYYY) 10 19 character limit Filter Level Names set by Library will be displayed. (MM/DD/YYYY) 10 character limit (MM/DD/YYYY) 10 character limit 50 character limit 50 character limit Address Address 2 Dept. City State Zip Code Home Phone Office Phone SSN Accepted Use Policy 35 character limit 35 character limit 35 character limit 2 character limit 10 character limit 21 character limit 21 character limit 11 character limit DBCN Notes Activate Session Settings 50 character limit 255 character limit Consecutive Sessions Session Time Sessions / Day Reservations / Day Daily Hours Activate Print Information Price Per Page Page Limit Free Pages Last Name First Name Middle Name Date Of Birth Pin / Password User Status Internet Access Group Issue Date Expiration Date Add User Description Click after adding information to save Click to clear information entered User Account Number Notes Last Name First Name Middle Name Date of Birth User Pin / Password Status Select appropriate Internet Access Level Select Group Account Number issue date Active/Inactive For example: Most Restrictive, Child, Juvenile, Youth, Adult, Unrestricted, Block. Or, Level 1 to Level 6 and Block. Standard, Groups 1 to 4 Account Number expiration date Guardian’s Name Screen Name will appear on SUS, PCAM, and on PC to which user is assigned User Address User Address Library Dept. User City User State User Zip Code Home Phone Office Phone User SSN Indicates whether use policy was accepted or not Unique Identifier. Database Control # Override Group settings with settings selected below for user. Effective until box is unchecked. Select Consecutive Sessions Select Session Time Select Sessions per Day Select Reservations per Day Select Daily Hours Override Group Print Information with settings selected below for user. Effective until box is unchecked. Select Price Per Page Select Page Limit Select Free Pages User can change screen name Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Library, Parks, etc. Will be checked after user accepts use policy Enter any notes regarding user. Override Group Consecutive settings Override Group Session Time Override Group Sessions / Day Override Group Reservations / Day Override Group Daily Hours Override Group Price Per Page Override Group Page Limit Override Group Free Pages 33 Field Description ‐ Admin Users Field Label Applications Enter Age User Advances to Next Level Most Restrictive Field Specifications Child Juvenile Youth Adult Unrestricted Add User Clear Add User Description Select Applications Select age when user will advance to each of the levels below Notes Override Group Applications Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Click after adding information to save Click to clear information entered Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Confirmation displays that new user account has been added. 34 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
MODIFY USER (ADMIN USERS) Enter the user’s Account Number, Name, or Date of Birth and click on [Search]. This will open a screen containing the user’s current information. After making changes, click [Save] to save the changes. Note: Fields in red are required. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 35 DELETE USER (ADMIN USERS) User will not be deleted if there is money in SAM account. Delete User procedure: From the Modify User screen that displays the user’s current information. 1. If SAM account is zero, click [Delete User] 2. If SAM account is not zero: a. First, zero out SAM account from Payments, etc. screen. b. Then, return to Modify User screen and click [Delete User]. 3. For a replacement card, use method A or B: A. a. First, zero out SAM account from Payments, etc. screen. b. Return to Modify User screen and click [Delete User]. c. Then, create new account and transfer the balance from the old card # into the newly created account. B. a. In the Account/ID Number box, replace the old card # with new card #. b. Click [Save] Transactions for the old card # are still associated with the old card #. Transactions for the new card # will be associated with the new card # going forward. Field Description ‐ Admin Users Modify / Delete User Field Specifications Description User Account Number 8,000 character limit Last Name Field Label Account/ID Last Name First Name DBCN Search Save Delete User 8,000 character limit 50 character limit User SAM account has to be zero Clear Account/ID Required 19 character limit Last Name Required 8,000 character limit Field Description ‐ Admin Users 36 Last Name Unique Identifier Click to open Modify User Screen After making changes, click to save Click to Delete User from database Notes Click to Clear changes without saving User Account Number Cannot delete User if there is money in SAM account. Last Name Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Label First Name Middle Name Date Of Birth Pin / Password Change Pin / Password Next Time User Status Internet Access Field Specifications 8,000 character limit 8,000 character limit (MM/DD/YYYY) 10 Group Issue Date Expiration Date Guardian's Name Screen Name Filter Level Names set by Library will be displayed. (MM/DD/YYYY) 10 (MM/DD/YYYY) 10 50 character limit 50 character limit Time Used Today Reset Patron's Time HH:MM:SS Total Pages Printed Free Page Allowed Circulation Debit User is logged on PC User is logged on Payment Center User is logged on Print Release Station User is logged on Copier Control Reset User's Logs Last Time Patron Logged in Address Address County Dept. City State Zip Code Home Phone Office Phone SSN Accepted Use Policy Acceptance Date Way Accepted 35 character limit 35 character limit 35 character limit 2 character limit 7 character limit 21 character limit 21 character limit 11 character limit (MM/DD/YYYY) 10 character limit Modify / Delete User Description First Name Middle Name Date of Birth User Pin / Password Check box to require user to change Pin / Password at next login Select Status Select Internet Access Select Group Account Number issue date Account Number expiration date Guardian’s Name Screen Name will appear on SUS, PCAM, and on PC to which user is assigned Time used by patron today Select to reset user's time used for the day Pages user has printed today Number of free pages Imported from ILS Box is checked while user is logged on at a PC Box is checked while user is logged on at a Payment Center Box is checked while user is logged on at a Payment Center Box is checked while user is logged on at a Copier Control Will reset user's logins and/or sessions for the day Indicates last time when user logged in Notes Allows user to reset Pin / Password to desired one. Active/Inactive For example: Most Restrictive, Child, Juvenile, Youth, Adult, Unrestricted, Block. Or, Level 1 to Level 6 and Block. Standard, Groups 1 to 4 User can change screen name Will reset user's time used today to 0. 1 to 100 Staff can uncheck if needed Staff can uncheck if needed Staff can uncheck if needed Staff can uncheck if needed Staff can uncheck if needed (i.e. Sep 14 2010 12:02PM) User Address User Address Library Dept. User City User State User Zip Code Home Phone Office Phone User SSN Indicates whether use policy was accepted or not Date user last accepted user policy Library, Parks, etc. Will be checked after user accepts use policy Method used to accept Use Policy During Login, Create new user from web Interface, etc. Field Description ‐ Admin Users Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 37 Field Label DBCN Notes Session Settings Activate Session Settings Field Specifications 50 255 character limit Consecutive Sessions Session Time Sessions / Day Reservations / Day Daily Hours Print Information Activate Print Information Price Per Page Page Limit Free Pages Applications Age Advancement Enter Age User Advances to Next Level Most Restrictive Child Juvenile Youth Adult Unrestricted Reservations Modify / Delete User Description Unique Identifier Override Group settings with settings selected below for user. Effective until box is unchecked. Select Consecutive Sessions Select Session Time Select Sessions per Day Select Reservations per Day Select Daily Hours Override Group Print Information with settings selected below for user. Effective until box is unchecked. Select Price Per Page Select Page Limit Select Free Pages Select Applications Select age when user will advance to each of the levels below Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Select Age when user advances to level Reservations user has for the day will be displayed Notes Enter any notes regarding user. Override Group Consecutive settings Override Group Session Time Override Group Sessions / Day Override Group Reservations / Day Override Group Daily Hours Override Group Price Per Page Override Group Page Limit Override Group Free Pages Override Group Applications Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level Override Age when user advances to level 38 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
IMPORT USER (ADMIN USERS) Import Users from the ILS Enter the user’s Account Number and click on [Submit Query]. Field Description ‐ Admin Users Field Label Submit Query Field Specifications Account/ID Number Pin/Password 19 character limit Optional Import User Description Click after entering information to save Enter User Account/ID Number Optional, based on ILS requirements Notes User will be imported to database Only shows if applicable REGISTER USER (ADMIN USERS) Self‐registration is used in lieu of an automatic link to the patron database. This feature enables the patron to self‐register the first time they use SAM. This feature is only used when the library has an ILS that does not support SIP or API’s. Staff can verify the information. To Register User, click [Register]. User will be registered and name will be removed from the list. To Change or Add a user’s information before registering them: 1.
2.
3.
Click [Add More Info] Change or Add the appropriate information. Click [Add User] Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 39 A confirmation box will display: Patron Inforamtion Has Been Added. Field Description ‐ Admin Users Field Label Register Field Specifications Add More Info Register User Description Notes Click the card number, name or the 'Register' Button to Register a User with the current information displayed Click the 'Add More Info' Button to Change or Add a User's information before Registering them PAYMENTS, ETC. (ADMIN USERS) Please note, to protect the integrity of SAM account balances, users will be blocked from logging onto the Payment Center, Print Release Station and Copy Controller concurrently. Users can only log onto one of these devices at a time. Enter the user’s Account Number and click on [Search]. This will open a screen showing the user’s current information. After making the changes, you can click [Save] to save changes. 40 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Admin Users Payments, etc. Description Enter User's Account/ID Number Enter User's Last Name Enter User's First Name Enter DBCN Click to open User Account Status screen Click after making changes to Save Field Label Account/ID Number Name Name DBCN Search Field Specifications Save Reset Account/ID Number User Name The User has this Amount in their Account The User Owes this Amount Enter Amount Paid 19 character limit 8,000 character limit Click to Reset values User's Account/ID Number User's Name User's Current Account Balance is displayed Amount user owes will be displayed Non‐Cash Adjustment This User has no print jobs Amount to be added or deducted from Positive number will add to account. Account Negative number will deduct from account. Staff can check box for non‐cash Adjustments for print job that did not transactions. print, etc. Print jobs for user will be shown if applicable. Notes Search by Account/ID Number Search by User's Last Name Search by User's First Name Search by DBCN User Account Balance will be adjusted appropriately according to amount added or deducted. New Balance will be displayed in The User has this Amount in their Account box on top. USER RECONCILIATION (ADMIN USERS) Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 41 Enter the User’s Account Number and click on [Submit]. This will open a screen with the user’s current information. Field Description ‐ Admin Users Field Label Submit Field Specifications User Reconciliation Description Click after Entering information Account/ID Number 19 character limit Enter Account/ID Number Notes Will open User Reconciliation information page USER EXCEPTIONS (ADMIN USERS) These are card numbers that have been created for testing and use by staff that will not show in the “Account by” reports and will not affect financial data. Account by User, Account by Group, Account by Zone, and Account by Device. Field Description ‐ Admin Users Field Label Field Specifications Delete Add Acct/ID Number Acct/ID Number Save User Exceptions Description Select user to be deleted Create card #s for testing and use by staff that will not show in the "Account by" reports and will not affect financial data Enter the Acct/ID Number to be added Click Save to delete or add Account/ID Number Notes User will be deleted 42 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
IDENTIFY AND DEFINE GROUPS OF COMPUTERS The following sections will cover how to identify and define the various groups of computers in your building(s). REGION A region consists of one or more locations that are configured under the same Administrative authority but organized together so that their data and reports can be viewed by a specific authentication level. LOCATION A Location is a physical description; it is the primary licensing unit for SAM software. ZONE A Zone is a way to configure SAM differently for certain PCs without acquiring additional Location licensing. A Zone is typically a section of a Location in which SAM is configured differently than elsewhere in that Location, for example, The Kids Section. Another use of a Zone differentiates PCs by purpose. For example, Express Computers can be configured under common Zone settings regardless of their physical location. All SAM configuration options resolve to the Zone level. CONTROL ZONE A Control Zone is another way to configure SAM differently for certain PCs without acquiring additional Location licensing. Control Zones offer a limited subset of configuration options. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 43 REGIONS This section allows the Administrator to add, modify, or delete a region in a Consortium. It also allows for assigning a Zone to a Region. ADD REGION (ADMIN REGIONS) To Add Region, please follow these steps: 1.
2.
3.
4.
44 Enter Region ID (must be numeric) Enter Region Name Click [Add Region] to add the new Region. Region will be added to database and display in list below Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
A confirmation message: Region has been Added will display on the screen. Field Description – Admin Regions Field Label Add Region Field Specifications Region ID Region Name Must be numeric 100 character limit Add Region Description Click after entering information to Save Enter Region ID Enter Region Name Notes Region will be added to database and display in list below MODIFY REGION (ADMIN REGIONS) Region information can be modified by following these steps: 1.
2.
3.
Select appropriate Region Name from drop down Click Submit to open Modify Region screen Make the appropriate changes to modify Region information and click [Save]. A confirmation message: Region Has Been Updated will display on screen. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 45 DELETE REGION (ADMIN REGIONS) Region information can be deleted by following these steps: 1.
2.
3.
Select appropriate Region Name from drop down Click Submit to open Modify Region screen Click [Delete Region]. Then, click [OK] when prompted to confirm deletion. Field Description ‐ Admin Regions Field Label Region Name Submit Save Field Specifications Delete Region Region ID Current Region Name New Region Name Must be numeric 100 character limit Modify / Delete Region Description Select Region to Modify Click to open Modify Region screen Click after changing information to Save Click [Delete Region] and [OK] to confirm deletion. Region ID Current Region Name Enter New Region Name Notes Region information will be updated on server Region will be deleted from database ASSIGN ZONE (ADMIN REGIONS) To Assign Zone to a Region, follow these steps: 1.
2.
3.
Select the appropriate Region and click [Submit]. Select desired Zone from the list. To select more than one Zone, hold the CTRL button as you select. Click [Save] to assign the Zone(s) to Region. 46 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
A confirmation message: Region Information has been updated will display on screen. Field Description ‐ Admin Regions Field Label Region Name Submit Save Field Specifications Assign Zone Description Select Region Click to open Click after selecting information to save Region Region Name where Zone will be assigned Zone(s) Hold (Ctrl) Button down to select more than 1 Zone Select Zone(s) to assign to Region Notes Information will be saved to database Hold CRTL key to Select more than one Zone Zone(s) will be assigned to Region Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 47 LOCATIONS This section allows the Administrator to add a location. A Location is a physical description. It is the primary licensing unit for SAM software. Therefore, Location Name Box will not display after the maximum # of location licenses has been used up. Once the maximum number of location licenses is reached, only the Existing Locations list will display with a message indicating: You have reached the maximum number of locations. ADD LOCATION (LOCATIONS) To Add Location, please follow these steps: 1.
2.
Enter Location Name Click [Add Location] to add the new location. 3.
The new Location will be added to database and display in the Existing Locations list. 48 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
4.
Once the library has reached the maximum number of Licensed Locations, the Location Name box will not display when attempting to add a location. Instead, there will a message displayed advising: You have reached the maximum number of locations. Field Description ‐ Locations Field Label Location Name Field Specifications 300 character limit Add Location Add Location Description Enter Location Name Click to save new location information to database Notes Location Name Box will not show after the maximum # of location licenses has been used up. Once the maximum number of location licenses is reached, only the Existing Locations list will display. The new Location will be added to database and Existing Locations list. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 49 FILTERS This section allows the Administrator to set Filter Level Names for Internet Access levels. For example: Most Restrictive, Child, Juvenile, Youth, Adult, Unrestricted, Block. Or, if the library prefers: Level 1, Level 2, Level 3, Level 4, Level 5, Level 6, and Block. The Filter Level Names set by the library will be displayed for Internet Access options. Enter the desired Filter Level Names for Level 1 to Level 6 and click [Save]. 50 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
ZONES This section allows the Administrator to add zones as well as configure zone settings such as filter levels, group settings, free pages, messages, library close time, Internet access, and computer percentage limit (for flex time). To delete a Zone, please contact Comprise Technical Support. ADD ZONE (ZONES) To Add Zone, please follow these steps: 1.
2.
3.
Enter new Zone ID to be added Enter new Zone Name to add new Zone Click [Add Zone]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 51 A confirmation message: Zone Has Been Added will display on screen. New Zone will show under the Existing Zones list. Field Description ‐ Zones Field Label Zone ID Zone Name Add Zone Button Field Specifications 50 character limit 100 character limit Add Zone Description ID of Zone to be added Name of Zone to be added Click Add Zone button to add Zone to database Notes New Zone will be displayed on the Zone list. ASSOCIATE DEVICE (ZONES) To Associate Device, please follow these steps: 1.
2.
3.
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Select appropriate Zone to associate device. Enter new Device ID. Select new Device Type from the drop down. Click [Save]. 52 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
A confirmation message: Device Assigned will display on screen. New Device will show under the Associated Devices list. Field Description ‐ Zones Field Label Zone Device ID Device Type Field Specifications Associate Device Description Select Zone Enter Device ID Select Device Notes POS, Payment Center, etc. Save to add new Device to database New Device will be added to database. Device Save will be displayed on the Zone list above BROWSER CONTROL (ZONES) SAM allows the library to control the ‘Browser Start Page’ view for each Filter Profile. The Filter Profiles are: Full Access, Full Access (Alt.), Restricted Access, Restricted Access (Alt.), Safe Harbor, and Safe Harbor (Alt.). Type in a start page (i.e. http://www.schoollinx.com) in the appropriate field under Zones/Browser Control, then click [Save] and check "Set default start page". This will enable the new default start page for each profile. If you want to keep your own default start pages that are already set up in your browser settings, uncheck “Set default start page”. Internet Options ‐ SAM’s Proxy Filtering Solution: Set Browser settings ‐ This must be checked if you are using SAM's Proxy Filtering Solution. This will change the client browser to go to the Proxy IP address. Please Note that 8e6 Filter Appliance control is not supported for thin clients at this time Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 53 Field Description ‐ Zones Field Label Zone Submit Save Field Specifications Zone ID Zone Name Start Pages Most Restrictive Internet Options Set Browser Settings 50 character limit 100 character limit Filter Level Name set by Library will be displayed. Filter Level Name set by Library will be displayed. Filter Level Name set by Library will be displayed. Filter Level Name set by Library will be displayed. Filter Level Name set by Library will be displayed. Filter Level Name set by Library will be displayed. Set Default Start Page Child Juvenile Youth Adult Unrestricted Browser Options Description Select Zone Open Browser Options Screen Click after making changes to save ID of Zone Name of Zone Start Page view for each Filter profile Enter URL, IP, and Port Notes Save changes and add to database For example: Level 1 to Level 6 Enter URL, IP, and Port Enter URL, IP, and Port Enter URL, IP, and Port Enter URL, IP, and Port Enter URL, IP, and Port SAM's Proxy Filtering Solution. This will change the client browser to go to the Proxy IP address Note: 8e6 Filter Appliance control is not supported for thin clients at this time. Default Start Page 54 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
VISITOR CARD/ SIGN UP TICKET OPTIONS (ZONES) To configure the Visitor Card / Sign Up Ticket: 1.
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Select the Zone and click [Select] Select or Enter all the appropriate information Click [Save] *There is a maximum limit of 50 characters per line and apostrophes cannot be used Field Description ‐ Zones Field Label Zone Submit Field Specifications Save Visitor Card / Sign Up Ticket Options Description Select Zone Open Visitor Card / Sign Up Ticket Options screen Click to save changes and add information to database Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Selected Information will be printed on Visitor Card 55 Field Description ‐ Zones Field Label Account / ID Number Length Title Visitor Card / SUS Display Date Display Name Display Number Display PIN Session Information Visitor Card Only Visitor Card Instructions Visitor Card / Sign Up Ticket Options Description Select Length of Account / ID Number Field Specifications Limit of a maximum of 50 characters per line and cannot use apostrophes Title Line 1, Title Line 2, and Title Line 3. Can be used to print Library Name, Address, Telephone #, etc. Check box to print Check box to print Check box to print Check box to print Session Line 1, Session Line 2, Session Line 3, and Session Line 4. Can be used to print Session Time, Print Cost, etc. VC Instructions Line 1, VC Instructions Line 2, VC Instructions Line 3, and VC Instructions Line 4. Can be used to print Visitor Card valid date. SUS Instructions Line 1, SUS Instructions Line 2, SUS Instructions Line 3, and SUS Instructions Line 4. Can be used to instruct users they have duration of grace period to Sign Up on assigned PC. Limit of a maximum of 50 characters per line and cannot use apostrophes Limit of a maximum of 50 characters per line and cannot use apostrophes Sign Up Limit of a maximum of 50 characters Ticket per line and cannot use apostrophes Instructions Notes Number to digits of Account / ID Number selected will be printed Information will appear on Visitor Card and Sign Up Station Ticket. Date will be printed on Visitor Card User Name will be printed on Visitor Card Library Card Number will be printed on Visitor Card PIN will be printed on Visitor Card Information will appear only on Visitor Card. Information will appear only on Visitor Card. Information will appear only on Sign Up Station Ticket. 56 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
FREE PAGE OPTIONS (ZONES) To configure the Free Page Options: 1.
2.
3.
4.
5.
6.
7.
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Select the Zone and click [Select] Per Day – Select the number of pages that a Standard User will be allowed to print free of charge per day. Per Set Time Period – Check for current time period or Add New Time Period. Select the number of free pages. For ‐ You can specify a name for time period such as Semester, Summer, etc. To ‐ Select start date From ‐ Select end date Delete – Check the appropriate box to delete desired Time Period from list. Click [Save] to save or delete information Field Description ‐ Zones Field Label Zone Select Save Per Day Field Specifications Per Set Time Period Free Page Options Description Select Zone Open Free Page Options screen Click after making changes to save Select number of free pages that a Standard User will be allowed to print free of charge per day. Select Free Page number For From To Delete Specify name for time period Select start Month, Day, and Year Select end Month, Day, and Year Select Time Period to be deleted Notes Save information to database For current time period or Add new Time Period Semester, Summer, etc. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 57 GROUP OPTIONS (ZONES) This is where you can set up all the controls for User daily sessions and print privileges. SAM supports several user controls other than session time. First, you can control total daily allocation separately from individual session length. Then you can enforce session separation by limiting a user’s consecutive logins. Finally, you can determine the total number of times a user can login during any day. In combination with basic session time, SAM gives you the ability to establish a policy such as: “2 hours per day total usage, in 30 minute sessions, with a limit of 2 consecutive logins, and maximum of 4 daily logins”. All Users will get Standard User settings unless you go into their record from either the Administrative Interface – Users screen, or the PC Activity Manager – Users screen and assign them to a group. SAM accommodates 4 custom groups that you can use for any special purpose. Members of these groups can have different settings for time and print parameters. Intended uses include: longer session time for users with bon‐a‐fide research needs or no‐charge print where economic constraints apply. To configure Group Options: 1. Select the Zone and click [Select] 2. Select desired choices from drop down options for appropriate fields 3. Chick [Save] to save information. 58 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
When exceeded, Daily Time and Daily Logins both lock user record and block logins. SAM TIMERS (ZONES) SAM runs a number of timers to effectively control user use of the PC. Daily Time is the total amount of time available to a user on a daily basis. Users do not have to use all of this time in a single session; unused time is reserved for their later use. You determine daily time. We recommend one hour, but it can be any easily understandable time increment. Multiples of 30 minutes can be specified. Note: Staff can reset time either from the staff interface or from the Client PC. Session Time is the amount of time that each individual session can be. SAM gives libraries the flexibility to set daily time at, for example, 2 hours per day. With only 30 minute Session Time in order to accommodate all users throughout the day. Consecutive Sessions is the number of times a user can login consecutively without having to wait the duration of session length. For example, the library allows 2 hours per day in 30 minute sessions but only 2 consecutive logins. If this is the case, the User will be prevented from logging onto any SAM PC for the time that’s set for 1 session length, which in this case is 30 minutes, after they have used 2 consecutive sessions. Daily logins is the number of times a User can login to the SAM PC per day. So even if a User has daily time left over for that day and Daily logins is set to 4, the User will not be able to login to the PCs after 4 successful logins. Note: Staff can reset logins either from the staff interface or from the Client PC. Enable Group Settings for Print: If this box is checked, users will be charged per settings under Express and Groups (per Group). Group Settings will override global settings for all printers on the local workstations. If this box is not checked, users will be charged the same way as Standard users (per printer from Print Options). Page Limit: Number of pages user is allowed to print per print job. 0 = Can't Print, so needs to be greater than 0. Price / Page: Number of pages user can print free of charge per day. Applications: Application print range, i.e. All, Internet, None. Express Time: is the total amount of time available to an Express user in any day. The library determines session time. We recommend fifteen minutes, but any time increment can be specified. Consecutive Sessions and Daily login settings do not apply to Express users. Libraries can also restrict print settings for Express users: Page limit (is set per job), free pages (allowed per day), price per page and the applications that they can print from (Internet Only, All Applications or None). Groups 1 – 4: SAM accommodates 4 custom groups that can be used for any special purpose. Members of these groups can have different settings for session, time, and print parameters explained above. The settings on this screen will override the global printer settings for Users that the library includes in specific groups. As a general rule, the “Express” settings are used to configure Express PCs and “Group 1 (Visitor Cards)” settings apply to users utilizing Visitor Cards. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 59 Field Description ‐ Zones Group Options Description Select Zone Open Group Options screen Click after making changes to save Field Label Zone Select Save Field Specifications Notes Save information to database Daily Time Must equal or exceed session time Daily Time allowed Session Time Number of Minutes for each session Consecutive Sessions Number of times user can login consecutively Daily Logins Number of times user can login per day Enable Group Settings for Print Group Settings will override global settings for all printers on the local workstations. Page Limit 0 = Can't Print Number of pages user can print per print job Free Pages Number of pages user can print free of charge per day Price / Page Set by Printer for Standard User. Set by Group for groups Price per printed page Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 If this box is checked, users will be charged per settings under Express and Groups (per Group). If this box is not checked, users will be charged the same way as Standard users (per printer from Print Options) Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 Select settings for Standard User, Express, Group 1 (Visitor Cards), Group 2, Group 3, and Group 4 Applications Application print range All, Internet, None 60 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
LANGUAGE OPTIONS (ZONES) Library has option to enter text translated in a choice of 3 languages. English is the default language. To configure Languages: 1. Select the appropriate Zone from drop down options, Click Languages, and Click [Select]. 2. Configure ‐ Languages 3. Language ‐ Current Language in use will be displayed. Select desired Language from drop down options. Enter translated text for all available Fields / Labels to Configure Languages and click [Save]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 61 62 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 63 64 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Language Options Field Label Field Specifications Description Notes Zone Select Zone Select Open Message Options screen Save Click after making changes to save Save information to database Configure Languages Language Zone ID The current Language is displayed. Select a By default, all text is displayed different Language from drop down options. in English. However, up 3 different Language choices are available. Choice of 3 different languages available Enter text translated in a choice of 3 languages. English is the default language. Zone ID Restore Defaults Will restore default values Save Click after making changes to save Save information to database Language Name Current Language is displayed in box Client End Session Button End Session Enter translated text Login Screen OK Button Login Screen Policy Button Login Screen Reservation Message Login Screen PC Assigned Message Login Card Error OK Enter translated text Library Policy Enter translated text This PC is reserved at Enter translated text This PC is assigned to Enter translated text Invalid card number entered, please try again Invalid PIN entered, please try again PINs don't match, please enter the pin again Enter translated text Language Options ‐ Language 1 Login Password Error Login Password Doesn't Match Login Inactive Account Login Expired Account Login Computer Reserved Login Computer Assigned Login Sessions Used Login Patron Already Logged in Your account is inactive. Please see the Librarian Your card has expired. Please see the Librarian Sorry, this computer is reserved at this time for another Patron Sorry, this computer has been assigned temporarily to another Patron Patron has used all their sessions for today Patron is already working in another computer Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text 65 Field Description ‐ Zones Language Options Field Label Field Specifications Description Notes Login Password Required Login Disabled Due to Consecutive Sessions The password is required. No blanks or special characters are allowed. Enter translated text Your Login Privilege is disabled for 1 session Netscape has been disabled on this computer Your account is blocked for Internet access. Please see the librarian Your Internet session has been idle. Click OK to continue your session Your computer session has been idle. Click OK to continue your session Netscape Disabled Enter translated text Internet Blocked Internet Idle Computer idle Browser Closed By Staff Session Time Updated Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Browse closed by Library staff Your session time has been updated Assignment Swap You have been assigned to a different computer. Would you like to swap your assignment to this one? Zone Late Warning Enter translated text Enter translated text Enter translated text It is too late to log into this Zone You are not within the proper age limits for this Zone You are not within the proper age limits for this Control Zone Enter translated text Reservation Swap You have a reservation on a different machine, would you like to swap it to this one? Timer Reset Timer has been reset Enter translated text Timer Not Reset Timer has not been reset Enter translated text Session Reset Login session has been reset Enter translated text Your Computer time will be extended UNLESS you have used your maximum daily time Enter translated text Zone Age Limits Control Zone Age Limits Time Extended Browser Closed Due to Inactivity End Session Query End of Session Warning 1 End of Session Warning 2 End of Session Warning 3 End of Time End of daily time Warning 66 Enter translated text Enter translated text Enter translated text Sorry, browser closed due to inactivity Are you sure you want to end your session now? Enter translated text Your computer session will terminate in 15 minutes. You should begin to finish your work now Enter translated text Your computer session will terminate in 10 minutes. You should begin to finish your work now Enter translated text Your computer session will terminate in 5 minutes. You should begin to finish your work now Sorry, your session time has expired Your time is almost up! Your Internet session will soon end Enter translated text Enter translated text Enter translated text Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Language Options Field Label Field Specifications Description Notes Enter translated text Session Will End Library Will Close Library Sign Off Reboot for changes Lock Screen PC Locked There is a reservation within the hour, please be ready to release the computer when needed This computer is reserved, please release this computer for the next Patron Your session will end now. Please release this computer for the next user The Library will close soon. Please finish all the activities in this computer Goodbye and thank you for using our library Do you want to reboot now for these changes to take effect? This PC is currently locked. Only a member of the staff can access this PC Lock Screen Unlock PC Lock Screen Library Card Unlock PC License Expired Library Card SAM license is expired. Please contact the system administrator Reserve Warning 1 Reserved Please Release Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text PC Disabled Library closed There are other patrons waiting to use the computers. Please wait your turn or check your card at Sign Up Station This PC is currently disabled. Please use another PC The Library is closed. Please finish all the activities in this computer Enter translated text SAM Start Error SAM was not initialized properly. Please restart program. If this problem continues, restart Windows and try again. Error Code: MH Inactivity Start Error Error starting inactivity warning timer Enter translated text Client ‐ Print Print All ‐ instructions Click Print All to print all your documents. The Library card holder agrees to pay the total charge indicated. Enter translated text Print All ‐ Patron ID Print All ‐ Documents Patron ID: Documents: Print All ‐ Free Pages Free pages: Print All ‐ Total Charge Print All ‐ Library Policy Total Charge Library Policy Cancel Mandatory Sign Up Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Print All ‐ Cancel Print All ‐ Print All Button Failure Notification Enter translated text Enter translated text Print All Your document hasn't been printed due to Enter translated text problems with the printer or your computer, please contact your system Administrator. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 67 Field Description ‐ Zones Language Options Field Label Field Specifications Description Notes Enter Information Enter translated text Successful Notification To print this document(s), you must enter your Library Card Number and Password Your document has been printed or sent to the print release station successfully Print Confirmation Are you sure you want to print? Enter translated text Number of Pages Free Pages Remaining Number of Pages: Remaining Free Pages: Enter translated text Pages Printed Pages Printed: Enter translated text Enter translated text Cost Per Page Charge per Page: Enter translated text Total Cost TOTAL CHARGE: Enter translated text Account Balance Client ‐ Pay For Session Account Balance: Enter translated text Enter translated text Query Insufficient Funds Would you like to deduct the amount from your account? Please deposit some more in your account to log in Account Balance You currently have: Enter translated text Cost Per Page To acquire a session, it will cost: Enter translated text Client ‐ Session Info Enter translated text Name Name Enter translated text Library Card Library Card Enter translated text Filter Info Title Internet Filtering Information Enter translated text Access Level Title Balance information title Access Level Selections Enter translated text Account Balance Information Current Balance Title Your Current Balance Enter translated text Fine Line The Library's records show that you owe Enter translated text Fine Line 2 in Enter translated text Fine Line 3 outstanding charges Enter translated text Fine Line 4 Select the amount you would like to pay Enter translated text Enter translated text Enter translated text Enter translated text Fine Line 5 then click: Enter translated text Time Remaining Time Remaining Enter translated text Time Format (hour:min) Enter translated text Current Access Current Access Level Enter translated text Account Balance Account Balance Enter translated text Reserved This PC is reserved at: Enter translated text Print Release Station Insufficient Funds Please Login You do not have sufficient funds to print this document. Please ask a staff member at the service desk for assistance on adding more value to your account. Thank you. Please log in by using the Search Print Documents button Enter translated text 68 Enter translated text Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Language Options Field Label Field Specifications Description Notes Add Wireless Clear Print Jobs Please enter the required information to add Enter translated text this printer to the wireless system. Enter translated text Do you want to clear all the print jobs? "Finish" Button I'm Finished Delete Job Delete Job Enter translated text Enter translated text Print job Print job Enter translated text Refresh jobs Refresh Print Jobs Enter translated text Search Docs Search Print Documents Enter translated text Account Balance Account Balance: Enter translated text Free Pages Free Pages Enter translated text Job Cost Cost of Selected Job: Enter translated text Instructions Enter translated text Enter translated text Instructions 2 1) Enter your Library Card: 2) Highlight a Document, then click [PrintJob] Instructions3 3) Click the Enter translated text Starting Print Starting Jobs print Enter translated text Job ID Job ID Enter translated text Title Title Enter translated text Number of Pages Pages Enter translated text Cost Cost: Enter translated text Printed From Printed From Enter translated text Printer Printer Enter translated text Time Time Enter translated text Sign Up Station Zone ID Zone ID Enter translated text Library Card Library Card: Enter translated text PIN PIN: Enter translated text Waiting List Title ‐‐‐ Waiting List ‐‐‐ Enter translated text Assigned List Title ‐‐‐ Assigned List ‐‐‐ Enter translated text PC Status Title ‐‐‐ PC Status ‐‐‐ Enter translated text Sign Up Button Sign Up Enter translated text View Button View: Enter translated text Zone Waiting List Zone Waiting List Enter translated text Zone PCs Zone PCs Enter translated text Next Up Next Up Enter translated text Ticket Ticket Enter translated text Number Number Enter translated text Zone Zone Enter translated text PCID PCID Enter translated text Patron ID ID: Enter translated text Now Up Now up / Ends At Enter translated text Expires Expires Enter translated text Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 69 Field Description ‐ Zones Language Options Field Label Field Specifications LED Already Assigned Card Already Scanned Valid Card Required User Already Assigned Invalid Sign Up Description Notes Patron Card already assigned to a PC. Please see LED Display Patron Card already scanned. Please wait for your turn You need a valid Library Card Number for this operation Patron Card already assigned to a PC. Please see Sign UP Station Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Select Control Zone Sign Up Not Valid. Please See Staff Are you sure that you want to Sign Up in the Zone It is too late to sign‐up. Library will soon be closed This Zone is temporarily unavailable for sign‐
up This Control Zone is temporarily unavailable for sign‐up Please Select a Control Zone if you wish to sign up Start Wait Queue Starting the waiting queue… Enter translated text Sign Up Confirmed Sign Up Zone Confirmed Ticket Number Confirmation Congratulations You have successfully signed up for a computer in the Zone Enter translated text Your ticket Number is: Receipt Printing Getting Config Parameters Transferring Zone information Getting Zone information Getting Zone computers Refreshing Computer Information Refreshing Waiting List Original Password Incorrect New Password Incorrect Your receipt is being printed Getting configuration parameters… Sign Up Confirmation Sign Up Too Late Warning Zone Unavailable Control Zone Unavailable Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Enter translated text Transferring Zone information to Server Enter translated text Getting Zone information… Getting Zone computers… Enter translated text Enter translated text Refreshing computers information… Enter translated text Refreshing waiting list information… You need a valid Library Card Number for this operation Enter translated text Enter translated text New passwords do not match PCAM Zone ID Location ID Enter translated text View Button VIEW Enter translated text Incorrect Password Incorrect Password 70 Enter translated text Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Language Options Field Label Field Specifications Description Trying to Send Invalid Message Please enter a valid message Do you want to continue with this operation? Notes Enter translated text Enter translated text Continue? Delete Patron Confirmation Release Assignment Unfilter Patron PC Disable PC Enable PC Add Patron Enter translated text Do you really want to Unfilter this PC? Enter translated text Do you really want to disable this Computer? Do you really want to enable this Computer? Enter translated text Enter translated text Add Patron Do you really want to end this Patron's session? Enter translated text End Patron Session PCAM ‐ Visitor Card Printing Information Line 1 Valid on issue date only Enter translated text Information Line 2 Not a library card Enter translated text Information Line 3 Not for book borrowing Enter translated text Enter translated text Do you really want to delete this Patron Do you really want to Release this computer's assignment? Enter translated text INVOICE OPTIONS (ZONES) You can change the information that appears on the Print Invoice (i.e. Last Name, Library Card Number, etc.) as well as turn the Print Invoice on/off. To configure the Print Invoice: 1.
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Select the Zone and click [Select] Click Print Invoice – if you wish to print the Print Invoice Click Don’t Print Invoice – if you do not wish to print the Print Invoice Select the appropriate boxes to indicate the information you would like to be printed on the Print Invoice Click [Save]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 71 Field Description ‐ Zones Invoice Options Description Select Zone Open Invoice Options screen Click after making changes to save Notes Save information to database Select to Print Invoice Select to Not Print Invoice Select to Print Zone ID on Invoice Select to Print PC ID on Invoice Select to Print First Name on Invoice Select to Print Last Name on Invoice Specify the last number of digits of Account/ID Number to print on Invoice Select to Print number of Copies on Invoice will print if selected will not print if selected will not print if not selected will not print if not selected will not print if not selected will not print if not selected digits from end of Account / ID Number will print will not print if not selected Field Label Zone Select Save Field Specifications Print Invoice Don't Print Invoice Zone ID PC ID First Name Last Name Last xx Digits of Account/ID Number Copies Select to Print number of Pages on Invoice will not print if not selected Pages Free Pages Select to Print number of Free Pages on Invoice will not print if not selected Total Amount will not print if not selected Price Per Page Document Title Select to Print the Total Cost of print job on Invoice Select to Print Price Per Page on Invoice Select to Print Document Title on Invoice will not print if not selected will not print if not selected OPAC OPTIONS (ZONES) SAM can offer users some flexibility in selecting links displayed within your catalog. For example, SAM could let a person click on a link and go to an author’s website. We call that “Clicks Beyond” the catalog, and SAM will recognize the click to the author’s website as acceptable. SAM will not let the user go outside the number of “Clicks Beyond” that you specify. If a user goes beyond the allowed clicks, SAM will deny access and the users only option will be to return to your catalog. After someone has clicked beyond the allowed number, SAM will automatically return the user to your Catalog Start Page URL. Select the Zone and click [Select] You can also add a list of URL addresses and/or local paths for your catalog and databases (i.e. http://www.ebsco.com) in the SAM web interface that will allow users access without being redirected to the main catalog page. Enter all appropriate information and click [Save]. 72 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Zone Select Save Field Specifications Zone ID Zone Name Previous URL Original URL After xx Clicks Away From Sites Listed Below Original URL Listed Sites URL without http:// Delete Add New Site Type OPAC Options Description Select Zone Open OPAC Options screen Click after making changes to save Notes Save information to database Zone ID Zone Name Select to redirect User to Previous URL Select to redirect User to Original URL Access will be denied if user goes beyond the allowed number of clicks. User will be redirected to either Previous URL or Original URL per selection above Enter the Start Page URL URL addresses and/or local paths which users will be allowed access to without being redirected to the Original URL Select to Delete URL from list of allowed sites Enter URL to Add URL to list of allowed sites Type of site URL or Dictionary PRINT OPTIONS (ZONES) This section allows for the management of user printers. Each printer can be managed differently. You can set price per page, page limit (per job) and free pages (per day). These settings will apply to all standard Users. You can set special Group settings for print in the Group Manager section or individual User print settings on the respective User’s record in the User Maintenance section. To set up Print Options, please follow these steps: 1.
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Select the appropriate Zone and click [Select]. Printer Name and Port Name will be pre‐populated. Select the desired printer and click [Modify]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 73 Upon clicking [Modify], the Printer Configuration window will open. From here, the following parameters can be set: 4.
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Printer Name – Printer Name need to be identical on the individual client PCs and in Print Options Port Name – the IP address of the printer Price Per Page (in cents), i.e. 25. Page Limit ‐ this is pages allowed to print per job. Enter Applications where users are allowed to print from. The options are: Internet, All, or None. Language is the PCL Driver language of the printer in use (i.e. PCL5, PCL6, etc.). Enter all appropriate information and click [Save]. To delete a Printer from the Zone, follow steps 1 to 3 above. Then, select the printer you wish to delete and click [Delete Printer]. Click OK when prompted to confirm deletion. Field Description ‐ Zones Field Label Zone Select Modify Field Specifications Print Options Description Select Zone Open Print Options screen Select Printer to Modify Save Click after making changes to save Delete Printer Selected printer will be deleted Zone ID Zone Name Zone ID Zone Name 74 Notes Click to open Printer Configuration screen Save information to database Confirm at pop up box to delete printer Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Modify Field Specifications Printer Name Port Name Price Per Page Page Limit Applications allowed to print from Language 255 character limit 256 character limit Enter Price in Cents 5 character limit 10 character limit Print Options Description Confirm Printer Name and Port Name Printer Name Printer IP Address Price Per Page Page Limit Applications users will be allowed to print from. The PCL Driver language of the printer in use (i.e. PCL5, PCL6, etc.) Notes Printer Name and Port Name will automatically be defaulted Pages allowed to print per print job Select from: Internet, All, or None. RESOURCES (ZONES) This section displays each client PC installed with SAM Client and their computer name and IP address. It allows you to assign more intuitive computer definitions to each PC in order to make it easier for the staff and users to identify during the reservation process. The name that you enter in “Resource ID” will be displayed on the PC screen when using the PC Time Manager running mode, on the PC Activity Manager, Sign Up Station, and on the Reservation Screen. Resource information can be modified by following these steps: 1.
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Select appropriate Zone from drop down. Click [Select] to open Modify Resource screen Select the Resource you wish to modify from the list and click [Modify]. Upon clicking the Modify button, the current Resource information will be displayed. Name ‐ name to be assigned to resource. IP – IP address of the resource. ID – PC identification label. This will display on the client PC, SUS, and PCAM. Control Zone ID ‐ Control Zone associated with this PC, if applicable. OPAC – Check box to designate resource as a Catalog PC. Users can reserve this resource – Check box to designate resource as a reservable PC. Def 1, Def 2 and Def 3 –further define the Zone of the PCs with these fields. For example, Def 1 = Zone, Def 2 = Floor, and Def 3 = Section/Purpose. This resource definition will be viewable on the Reservation Station. 12. Click [Save] to save the information. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 75 Click [Delete Resource] to delete a resource and confirm when prompted. To delete a Resource from the Zone, follow steps 1 to 4 above. Then, select the Resource you wish to delete and click [Delete Resource]. Click OK when prompted to confirm deletion. Field Description ‐ Zones Field Label Zone Select Modify Field Specifications Resources Description Select Zone Open Resources screen Select resource to Modify Save Click after making changes to save Delete Resource Selected resource will be deleted Zone ID Zone Name Modify 50 character limit 100 character limit Zone ID Zone Name Confirm resource Name, IP and ID Notes Click to open Resource Configuration screen Save information to database Confirm at pop up box to delete resource Resource Name and IP will automatically be defaulted 76 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Name Field Specifications 100 character limit Resources Description Real computer name IP 25 character limit IP address of PC at time of installation ID Control Zone ID Station 15 character limit 50 character limit 50 character limit Resource ID Control Zone associated with this PC SUS IP address OPAC Unchecked by Default Select to designate resource as a Catalog PC Users can reserve this resource Def 1 Def 2 Def 3 Unchecked by Default Select to designate resource as a reservable PC 255 character limit 255 character limit 255 character limit Computer definition field 1 Computer definition field 2 Computer definition field 3 Notes Will be automatically imported during installation This can change in a DHCP network PC identification label SUS that this resource is associated with Unchecked is not an OPAC PC Unchecked is not a reservable PC Example, Building Example, Floor Example, Department SYSTEM OPTIONS (ZONES) The System Options section is used to configure and set various parameters according to library policies and guidelines for filtering, printing, reservations, pay for time, etc. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 77 LIBRARY INFORMATION  Zone ID  Zone Name ‐ Zone Name can be modified in the box. Remember to click [Save] after making changes.  Location SAM OPTIONS Enable/Disable SAM's Options: 
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Enable SAM – Check to Enable SAM in Zone, Uncheck to Disable SAM in Zone. Enable Print – Check to Enable SAM Printing in Zone, Uncheck to Disable SAM Printing in Zone. Do Not Require A Pin / Password – Uncheck to require users to enter Pin / Password to log onto a SAM PC. MODE The Running Mode determines how you want to set up your time manager. One option is to have users only be required to log‐in if they want to use the Internet browser. Another option is to use this feature to control user access to the entire PC. Your decision must be consistent throughout all SAM‐equipped PCs. Please Note that Netscape and Mozilla browsers are not supported for thin clients at this time. Mode:  Internet Time Manager ‐ set time for the use of Internet browser only.  PC Manager ‐ set time for the use of the client PC including Internet.  OPAC w/ Print ‐ for Catalog PC with printing capability.  OPAC w/o Print ‐ for Catalog PC without printing. AUP READ This feature gives libraries the option to require Users to read and accept the Library’s Acceptable Use Policy when logging on for first time. Require Users to Accept Your Policy: 
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78 Yes ‐ If selected, Users will not be able to use the PC or go to the Internet, depending on what Running Mode you have chosen, unless they accept the Library Acceptable Use Policy. No ‐ If selected, Users will not have to accept the Library Acceptable Use Policy in order to use the PC. Reset Policies – If library changes their Library Acceptable Use Policy or just wants Users to be required to read it again, check this button. Require AUP Every Login – If selected, Users will be required to read and accept the Library Acceptable Use Policy at every login. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
AGE ADVANCEMENT: Enter Age User Advances to Next Level ‐ Most Restrictive, Child, Juvenile, Youth, Adult, and Unrestricted. This option is for Filtering only. Do not use this if you do not currently use Internet filtering with SAM. If you use SAM's Internet Filtering based on user birth date, this feature can be activated. To set up your defaults for the ‘Age Advancement’ feature for your library, enter the age that you want a specific filter profile to take effect for all users. This is based on the user’s birth date set for specific profiles. An example of this feature: The library is using 2 filter profiles of the 6 available; the profiles are Restricted and Full Access. The library policy is that anyone under 18 is Restricted but on their 18th Birthday they are eligible to have Full Access. All new users will automatically receive Restricted Access if less than 18, so only the Full Access profile needs to be set for 18. This feature can be overridden for a single user in the User Profile section of the Administrator Interface. RESERVATIONS In the Reservations section, you can set how and when users can reserve library PCs. This is where, the library can set: 
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Maximum Allowed Per Day ‐ How many reservations a User can make for one day. The choice is from 1 to 24. Strictly Enforce – End session and return the PC to the login screen. Notify User Only ‐ Just notify the current user of reservation. Length ‐ Length of the Reservation period. The choices are ½ hour or 1 hour. Grace Period ‐ Select the length of the Grace Period. This is the time users have after PC assignment to log onto their assigned PC. The choice is from 1 to 30 minutes. Far in Advance – How far in advance the User can make a reservation. The choices include a day, 3 days, a week, 2 weeks, 1 month, 3 months, 6 months, 9 months or 12 months. PRINT User will not print when money owed – Specify a Credit limit dollar amount. Print Mode 
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Print Express – Print Jobs sent directly to Printer Print Release – Print Jobs sent to Print Release Station Print Release Station – the IP for the Print Release Station Free Pages for Black and White ONLY Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 79 LOGIN OPTIONS Allow Concurrent Logins – Select to allow the same library card # to log onto multiple PCs at the same time. Useful for training sessions, classes, etc. Allow Login as Visitor When Server Unavailable – If checked, there will be OK button to allow Visitor login at Sorry Screen when PC loses network connectivity. STAFF OVERRIDE PWD Staff Override Password – Staff will be required to enter this SAM Staff Password to perform any staff functions. FLEX TIME The library can choose to offer Flex Time. This is where Sam will extend a user's time automatically based on the percentage of available PCs at the end of the user's session time. For Example, if a library has 10 PCs and the Flex Time Percentage Limit is set at 80, Flex Time will be triggered when there are 7 or less PCs in use. This means, if 3 or more PCs are available, session time will automatically get extended for another full session. This is beneficial to both the library as well as users because they get the most usage from the public PCs. Please Note that the Flex Time feature is not available for thin clients at this time. Percentage Limit – Select the Flex Time percent PAY FOR TIME SAM can charge a price per session for a specific zone. Sam will check the patrons account for sufficient funds and ask if they would like to purchase a session. When a session is almost complete, SAM will ask if they would like to purchase another session. However, SAM will not ask to renew session if the library is about to close. 80 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
AGE RESTRICTIONS The Library can designate the minimum and maximum user age for PC use. Users will either be allowed or restricted from logging on to PCs based on the age limits set. Minimum Age – Minimum age requirement for PC logins in this Zone. Maximum Age – Maximum age requirement for PC logins in this Zone. Enable Age Limits – Check to enable Age Limits for PC log on. SIGN UP Activate Sign Up Station ‐ Check box to enable Sign Up Station in Zone. Prevent Sign Up selected minutes Before Closing – Users will not be allowed to Sign Up for PCs selected minutes before library close time. Sign Up: 
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Mandatory at All Times – Users will have to sign up at Sign Up Station to use client PCs. Mandatory When Someone on List – Users only have to Use Sign Up Station when there is a wait list. NOT Mandatory – Users are not required to sign up for use client PCs. END SESSION SCRIPT Script to run ‐ Enter script to run when user session ends. Field Description ‐ Zones Field Label Zone Select Save Field Specifications Zone ID Zone Name Location Sam Options Enable SAM Enable Print Do not Require A Pin / Password System Options Description Select Zone Open System Options screen Click after making changes to save Notes Save information to database Zone ID Zone Name Zone Name can be changed here Select Location Select Sam options that apply Select to Enable SAM in Zone Select to Enable Print in Zone Select to not Require Pin / Password to login to SAM Pin / Password will not be PC required to login to SAM PC Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 81 Field Description ‐ Zones Field Label Mode Field Specifications AUP Read Require Users to Accept Your Policy Yes No Reset Policies Require AUP Every Login Age Advancement Enter Age User Advances to Next Level Most Restrictive Users do not have to accept the policy to be able to use the PC Select option to require users to read policy again if policy is changed Select option to require users to read policy for each login For Filtering only. Do not use if you do not currently use Internet Filtering with SAM. Select the age that you want a specific filter profile to take effect for all users Filter Level Name set by Library will be displayed Child Filter Level Name set by Library will be displayed Juvenile Filter Level Name set by Library will be displayed Youth Filter Level Name set by Library will be displayed Adult Filter Level Name set by Library will be displayed Unrestricted Filter Level Name set by Library will be displayed Reservations Maximum Allowed Per Day Strictly Enforce Notify User Only Length Grace Period 82 System Options Description Internet Time Manager set the time for the use of Internet browser only. PC Manager set the time for the use of the client PC including Internet. OPAC w/ Print for Catalog PC with printing capability. OPAC w/o Print for Catalog PC without printing Gives the option to require users to read and accept the Library's Acceptable Use Policy when logging on for first time Users will not be able to use the PC or go to the Internet unless they accept the Library's Use Policy Notes PC Manager, Internet Time, Manager, OPAC w/ Print, OPAC w/o Print Based on user's birth date to which the specific profile is set Select the age when user advances to next level Select the age when user advances to next level Select the age when user advances to next level Select the age when user advances to next level Select the age when user advances to next level Select the age when user advances to next level Number of reservation for each user per day. 0 equals no reservations allowed Strictly end session and return the PC to login screen Just notify the current user Length of reservation Number of Minutes to hold PC for user who reserved the PC One hour or Half hour Other users cannot login to PC during this period Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Far in Advance Field Specifications System Options Description Number of days PC can be reserved in advance Notes Print User will not print when $xx owed Print Mode Select a credit limit dollar amount Select Print Mode Print Release Station Free Pages for Black & White ONLY LogIn Options Allow Concurrent Logins Allow Login as Visitor When Server Unavailable Staff Override Pwd Enter the IP of the Print Release Station this PC is associated with If checked, no charge for Black & White printing only Allow concurrent logins for the same card number Print Express or Print Release Used for training, class, etc. OK button on Sorry screen only if box is checked Allow Visitor login when PC loses connection to server Password for Staff Functions Password Flex Time Percentage Limit Pay for Time Cost Per Session Age Restrictions Minimum Age Enter the Staff Password Sam will extend user's time automatically based on the percentage of PCs in use at the end of user's session time Select the percent for flex time Library may elect to charge users Select cost per session to be charged users Select Minimum Age allowed for user to login to PC Maximum Age Select Maximum Age allowed for user to login to PC Enable Age Limits Sign Up Activate Sign Up Station Prevent Sign Up xx Minutes Before Closing Check to enforce Age Limits for login to PC Select to enable use of Sign Up Station Select the number of minutes before close time when users will no longer be allowed to sign up for PCs Sign Up Select the desired Sign Up mode Correlates with Library scheduled close time. restrict users from signing up after the selected time. Mandatory At All Times, Mandatory When Someone on List, or NOT Mandatory All of the Staff Functions are Password Protected Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 83 TIME OPTIONS (ZONES) The library can change the default settings for the Inactivity Timer (3 minutes) Inactivity Time Warning and the End‐of ‐Session Warning (2 minutes). If you want to use the Library Closing Timers, you may want to keep or change the default settings for the Initial Warning (15 minutes before the scheduled closing), Second Warning (10 minutes) and the Final Warning (5 minutes). Select Zone and click [Select]. Then, select / Enter all appropriate information and click [Save]. Field Description ‐ Zones Field Label Zone Select Save Field Specifications Time Options Description Select Zone Open Time Options screen Click after making changes to save Zone ID Zone Name Inactivity Time In minutes Zone ID Zone Name Time of Inactivity before message will display Notes Save information to database Inactivity Time Warning End of Session Time Warning 1 End of Session Time Warning 2 End of Session Time Warning 3 Library Close Warning 1 Library Close Warning 2 Library Close Warning 3 In minutes Time without keyboard or mouse input In minutes Select time when user sees 1st End of Session message Select time when user sees 2nd End of Session message Select time when user sees 3rd End of Session message Select time when user sees 1st Library Close message Select time when user sees 2nd Library Close message Select time when user sees 3rd Library Close message 1st warning prior to end of session 2nd warning prior to end of session 3rd warning prior to end of session 1st warning prior to Library Closing 2nd warning prior to Library Closing 3rd warning prior to Library Closing In minutes In minutes In minutes In minutes In minutes 84 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SCHEDULE OPTIONS (ZONES) From Schedule Options, library can enter the hours of operation for each day. Also, set Holiday schedules for closings or modified hours for specific dates. As well as choose PC mode for close time. Select Zone and click [Select]. On the next screen, Select / Enter all appropriate information and click [Save]. 
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Once you enter the ‘Open Time’ and ‘Close Time’ for a particular day, click on the Save box for that day. This enables the ‘End of Day Session Timer’ to be activated. Close PCs selected minutes before library closing – PCs will be closed selected minutes before scheduled library closing. Mode ‐ The library can choose Logoff, Shutdown, Restart, Power Down or None for PCs at close time by selecting the appropriate setting in the drop down options. Remember to check [Save Mode]. When None is selected, SAM closes but PCs remain turned on and server updates are downloaded to the PCs overnight. SAM is not launched so PCs are left at the Desktop. Zone Closed Days – This lets you set Holiday schedules for closings or modified hours for specific dates. Select the Month and Day from drop down options. Reason – Enter reason for close day and Open and Close time. Library is Closed – Check box if Library is closed on selected day. Recognize ‐ After entering the holiday information you must select “Recognize” before you save the information. Add Day – this will add the day to the list of Zone Closed Days. Delete – select from list to delete date from Zone Closed Days. There are 3 timer warnings you can set that alert the User before closing time that the library can set in the Message Options. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 85 Field Description ‐ Zones Field Label Zone Select Save Field Specifications Zone ID Zone Name Sunday Sunday Save Monday Monday Save Tuesday Tuesday Save Wednesday Wednesday Save Thursday Thursday Save Friday Friday Save Saturday Saturday Save Close PC's xx minutes before Library Closing In minutes Mode Save Mode This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' This enables the 'End of Day Session Timer' PCs will close xx minutes before close time according to mode selected below Closing PC Mode Click after making changes to save Logoff, Shutdown, Power Down, or None Save information to database Set Holiday Schedule for closings or modified hours for specific dates Select Month of Close day Select Day of Close day Enter Reason for Close day Open Time for modified schedule Close Time for modified schedule Select Recognize before saving information 255 character limit 86 Notes Save information to database Zone ID Zone Name Select scheduled Sunday Open Time Select scheduled Sunday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Monday Open Time Select scheduled Monday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Tuesday Open Time Select scheduled Tuesday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Wednesday Open Time Select scheduled Wednesday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Thursday Open Time Select scheduled Thursday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Friday Open Time Select scheduled Friday Close Time After entering Open and Close time, click on the Save box for each day Select scheduled Saturday Open Time Select scheduled Saturday Close Time After entering Open and Close time, click on the Save box for each day Select minutes to Close PCs per closing Mode selected below Zone Closed Days Month Day Reason Open Close Schedule Options Description Select Zone Open Schedule Options screen Click after making changes to save Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Library is Closed Recognize Field Specifications Schedule Options Description Select to add Library Close Days After entering Holiday information, you must select Recognize before you save information Notes Select Recognize before you save information Add Day Select to add Library Close Days to Schedule Delete Select Dates to remove days from list MENU OPTIONS (ZONES) Select the Zone and Access Level and click [Select]. Select the desired options for each of the Access Levels and click [Save]. Only the selected items will be available to each of the Access Levels. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 87 Field Description ‐ Zones Field Label Zone Access Level Field Specifications Menu Options Description Select Zone Options selected will vary according to designated Access Level Select Save Open Menu Options screen Click after making changes to save Users Admin Add User Staff Add User Admin Modify User Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Staff Modify User Admin Account Status Staff Account Status Import User Register User User Reconciliation User Exceptions Reservations PC Activity Info Add Single Add Block Add Multiple Delete Single Delete Block Delete Multiple Zones Add Zone Associate Device Browser Options 88 Notes Administrator, Staff, IT Manager, Report Manger, POS Manager, POS User Save information to database Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Visitor Card / Sign Up Ticket Options Free Page Options Field Specifications Group Options Message Options Invoice Options OPAC Options Print Options Resources System Options Time Options Schedule Options Payment Center Options Client Config ‐ Themes Client Config ‐ Language Staff Add Staff Modify Staff Control Zones Add Control Zone Modify Control Zone Metering Add App / Web Site Modify App / Web Site Reports Director's User Menu Options Description Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes 89 Field Description ‐ Zones Field Label Field Specifications Duplicate Names User Usage Acct By Zone Acct By Device Acct By User Acct By Group Device Reconciliation Print Control Group Computer Reservations Agency Statistic Detail Statistic Summary Missed Reservation App / Web Site Visitor Wireless PC Usage SUS Payment Center Current Change Payment Center Reconciliation Payment Center Visitor 90 Menu Options Description Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Notes Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Field Specifications Help User Manual Contact Comprise Menu Options Description Select to grant rights/access to selected Access Level Select to grant rights/access to selected Access Level Notes THEMES (ZONES) To configure Themes: 1. Select the appropriate Zone from drop down options, Click Themes, and Click [Select]. 2. Personal Session Manager – Check all information to be displayed in Personal Session Manager. 3. Allow Patron to change filter level when age: Select age when patron will be allowed to change their filter level. 4. Screen Saver: Check to enable SAM screen saver. 5. Languages – Check to Enable appropriate Language: Language 1, Language 2, or Language 3. 6. Default Language: Please note: The Language selected in the Default Language box is the first Language users will view. 7. Themes: Current Theme: Current Theme in use will be displayed. Select desired Theme from drop down options. Enter / Select all appropriate information to Configure Themes and click [Save]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 91 Please refer to Themes section for examples of available Themes. Field Description ‐ Zones Field Label Zone Configure Select Restore Defaults Save Zone ID Personal Session Manager My Account Field Specifications Reserve a PC Filter Balance 92 Themes Description Select Zone Themes will be selected by default Open Themes Options screen Select Theme and click to save Selected Zone will be displayed Notes Select to show option in Personal Session Manager window Select to show option in Personal Session Manager window Select to show option in Personal Session Manager window Select to show option in Personal Session Manager window Option will be visible only if selected Option will be visible only if selected Option will be visible only if selected Option will be visible only if selected Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Themes Description Select to show option in Personal Session Manager window Select to show option in Personal Session Manager window Select to show option in Personal Session Manager window Select age when user will be allowed to change filter level Field Label History Field Specifications Payment Lock PC Allow Patron to change filter level when age Screen Saver Enable Select to enable SAM screen saver Languages Check to enable appropriate Language Language 1 Language 2 Language 3 Default Language Themes Current Theme Select to enable Language 1 Select to enable Language 2 Select to enable Language 3 All text will be shown in Default Language whether Language 1, Language 2, Language 3, or all are selected to be enabled. 4 Default Themes available. Library can also create custom theme. Refer to Creating a Custom Theme section. Current Theme will be selected as default Theme 1 Main Screen Default Values for Anytown Theme C:\Sam\Themes\Anytown\AnytownLogin.bmp Lock Screen PSM PRS Sign Up Sorry Button Red Red color range value from 0 to 255 Green color range value from 0 to 255 C:\Sam\Themes\Anytown\AnytownLockedPC.b
mp C:\Sam\Themes\Anytown\AnytownMyAccount
.bmp C:\Sam\Themes\Anytown\AnytownPrintReleas
e.bmp C:\Sam\Themes\Anytown\AnytownSignUp.bm
p C:\Sam\Themes\Anytown\SorryScreen.bmp 75 Button Green Button Blue Font Red Font Green Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 76 84 227 229 Notes Option will be visible only if selected Option will be visible only if selected Option will be visible only if selected Refer to Screen Saver section in manual for examples By default, all text is displayed in English. However, up 3 different Language choices are available. Select the appropriate Language as the default language from the options. Anytown Theme, Card Catalog Theme, Forrest Theme, HandWritten Theme Select the appropriate Theme as the default Theme from the options. Personal Session Manager screen PrintReleaseStation Sign Up Station 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 93 Field Description ‐ Zones Field Label Font Blue Field Specifications Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Text Red Text Green Text Blue Font Theme 2 Main Screen Blue color range value from 0 to 255 Lock Screen PSM PRS Sign Up Sorry Button Red Red color range value from 0 to 255 Green color range value from 0 to 255 Button Green Button Blue Font Red Font Green Font Blue Text Red Text Green Text Blue 76 84 Arial Default Values for CardCatalog Theme C:\Sam\Themes\CardCatalog\CardCatalogLogin
.bmp C:\Sam\Themes\CardCatalog\CardCatalogLocke
dPC.bmp C:\Sam\Themes\CardCatalog\CardCatalogMyAc
count.bmp C:\Sam\Themes\CardCatalog\CardCatalogPrint
Release.bmp C:\Sam\Themes\CardCatalog\CardCatalogSignU
p.bmp C:\Sam\Themes\CardCatalog\SorryScreen.bmp 181 170 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 35 PRS 75 184 Font Theme 3 Main Screen Lock Screen PSM 224 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Blue color range value from 0 to 255 94 Themes Description 34 32 75 100 255 Arial Default Values for Forest Theme C:\Sam\Themes\Forrest\ForrestLogin.bmp C:\Sam\Themes\Forrest\ForrestLockedPC.bmp C:\Sam\Themes\Forrest\ForrestMyAccount.bm
p C:\Sam\Themes\Forrest\ForrestPrintRelease.b
mp Notes 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation Personal Session Manager screen PrintReleaseStation Sign Up Station 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation Personal Session Manager screen PrintReleaseStation Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Zones Field Label Sign Up Sorry Button Red Button Green Button Blue Font Red Font Green Font Blue Text Red Text Green Text Blue Field Specifications Red color range value from 0 to 255 Green color range value from 0 to 255 127 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 153 Font Theme 4 Main Screen Lock Screen PSM PRS Sign Up Sorry Button Red Red color range value from 0 to 255 Green color range value from 0 to 255 Button Blue Font Red Font Green Font Blue 145 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Blue color range value from 0 to 255 Button Green Themes Description C:\Sam\Themes\Forrest\ForrestSignUp.bmp C:\Sam\Themes\Forrest\SorryScreen.bmp 139 237 224 75 100 255 Arial Default Values for Handwritten Theme C:\Sam\Themes\HandWritten\HandLogin.bmp C:\Sam\Themes\HandWritten\HandPCLock.bm
p C:\Sam\Themes\HandWritten\HandMyAccount
.bmp C:\Sam\Themes\HandWritten\HandPrintReleas
e.bmp C:\Sam\Themes\HandWritten\HandSignUp.bm
p C:\Sam\Themes\HandWritten\SorryScreen.bm
p 76 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Blue color range value from 0 to 255 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 84 164 0 0 0 Notes Sign Up Station 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation Personal Session Manager screen PrintReleaseStation Sign Up Station 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 95 Field Description ‐ Zones Field Label Text Red Field Specifications Red color range value from 0 to 255 Green color range value from 0 to 255 Text Green Text Blue Blue color range value from 0 to 255 Font 96 Themes Description Arial Notes 75 0 for no red color and 255 for total red color saturation 100 0 for no green color and 255 for total green color saturation 255 0 for no blue color and 255 for total blue color saturation Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
CREATING A CUSTOM THEME To create your own Theme: 1. Select the desired image. Customize the image for each of the following: LockedPC, Login, Account, PrintRelease, and SignUp. The Sorry Screen is the same for all Themes. 2. Use one of the default Themes (Forrest, for example) as a guide for placement of text. Because monitor sizes and resolutions vary, exact coordinates cannot be provided. 3. After all the images have been compiled, to change the theme in a zone globally from the server: a. On the server, create a (Custom Theme) folder within. C:\Sam\SamUpdater\Sam\[Zone]\[Client, PrintRelease, and SignUp]\Themes. (YellowFlower, for example). b. Place the customized images in the folder. 4. Replace one of the existing 4 Themes with the (Custom Theme). 5.
Modify the Web Interface settings from Zones / Themes appropriately: Theme 1 C:\Sam\Themes\Yellow Flow er\flow erLogin.bmp
Main Screen PSM C:\Sam\Themes\Yellow Flow er\flow erPCLock.bmp
PRS C:\Sam\Themes\Yellow Flow er\flow erPrintRelease.bmp
C:\Sam\Themes\Yellow Flow er\flow erMyAccount.bmp
Lock Screen C:\Sam\Themes\Yellow Flow er\flow erSignUp.bmp
Sign Up Sorry C:\Sam\Themes\Yellow Flow er\SorryScreen.bmp
Button Red 75
Font Red 227
Text Red 75
Font Arial
Button Green 76
Font Green 229
Text Green 76
Button Blue 84
Font Blue 224
Text Blue 84
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Save all changes and reboot PCs for new custom Theme settings to take effect. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 97 7.
After reboot, confirm on the PCs locally (Custom Theme) folder within C:\SAM\Themes has the customized images (YellowFlower, for example) Field Description ‐ Zones Themes CREATING A CUSTOM THEME (YellowFlower) Field Label Theme 1 Field Specifications Main Screen Description Default Values for YellowFlower Theme Notes C:\Sam\Themes\YellowFlower\flowerLogin.bm
p C:\Sam\Themes\YellowFlower\flowerLockedPC.
bmp C:\Sam\Themes\YellowFlower\flowerMyAccou
nt.bmp C:\Sam\Themes\YellowFlower\flowerPrintRelea
se.bmp C:\Sam\Themes\YellowFlower\flowerSignUp.b
mp C:\Sam\Themes\YellowFlower\SorryScreen.bm
p Red color range value 75 from 0 to 255 Green color range 76 value from 0 to 255 Lock Screen PSM PRS Sign Up Sorry Button Red Button Green Button Blue Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Font Red Font Green Font Blue 84 227 229 Blue color range value from 0 to 255 Red color range value from 0 to 255 Green color range value from 0 to 255 Text Red Text Green Text Blue Blue color range value from 0 to 255 Font 224 75 76 84 Arial Personal Session Manager screen PrintReleaseStation Sign Up Station 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 0 for no red color and 255 for total red color saturation 0 for no green color and 255 for total green color saturation 0 for no blue color and 255 for total blue color saturation 98 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
CONTROL ZONES This section allows the Administrator to add, modify or delete Control Zones, as well as set filter levels for each Control Zone, session time, page limits and price per page, number of free pages, library close time, Internet access, and PC percentage limit (for flex time). ADD CONTROL ZONE (CONTROL ZONES) To Add Control Zone, please follow these steps: 1.
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Select the appropriate Zone from the drop down list and click [Select] Enter new Control Zone ID to be added Select / Enter all the appropriate Information for the new Control Zone Click [Submit] A message confirming New Control Zone has been added will be displayed on the screen. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 99 Field Description ‐ Zones Field Label Zone Select Submit Zone ID Zone Name Control Zone ID Computer Percentage Limit Field Specifications Add Control Zone Description Select Zone Open Add Control Zone screen Click after making changes to save Enter Control Zone ID Select InActive or the Percent for flex time Mode Select InActive or Mode Logoff, Shutdown, Restart, PowerDown, None Session Time Filter Level Filter Level Name set by Library will be displayed Select InActive or Session Time Select InActive or Filter Level Select session time For example: Level 1 to Level 6 Price Per Page Page Limit Select InActive or Cost per Page Select InActive or Page Limit Free Pages Select InActive or # of Free Pages Applications Purse Operation Select Applications to print Select InActive or Purse Operation Mode Number of pages user can print per print job, per printer Number of pages user can print free of charge per day All, Internet, None InActive, Notify user when purse is empty, Stop user from printing when purse is empty Purse Limit Select InActive or amount Amount in cents that user will be able to spend when purse is empty Print Release Station Close Time AUP Read? Pin / Password Required Enter IP of Print Release Station Enter Close Time Select Yes, No, or InActive Select to required Pin / Password to login Yes, No, or InActive Start Page IP Port Minimum Age Maximum Age Activate Sign Up Station URL Address of Start Page IP Address Port Select Minimum Age required to login Select Maximum Age allowed to login Select if associated with Sign Up Station Cost Per Session Enter Cost Per Session, if applicable 100 Notes Save information to database Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
MODIFY / DELETE CONTROL ZONE (CONTROL ZONES) To Modify a Control Zone: 1.
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Select the Control Zone and click [Modify]. Make the necessary changes to modify Control Zone configuration. Click [Save] to save changes. To Delete a Control Zone: 1.
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Select the Control Zone and click [Delete Control Zone] Click [OK] to confirm Control Zone deletion when prompted. Field Description ‐ Control Zones Field Label Zone Select Modify Field Specifications Modify / Delete Control Zone Description Select Zone Open Modify Control Zone Options screen Select Control Zone to Modify Save Delete Resource Click after making changes to save Selected Control Zone will be deleted Save information to database Confirm at pop up box to delete resource Zone ID Control Zone ID Computer Percentage Limit Zone ID Control Zone Name Select InActive or the Percent for flex time Can be changed from here Can be changed from here Mode Select InActive or Mode Logoff, Shutdown, Restart, PowerDown, None Session Time Filter Level Filter Level Name set by Library will be displayed Select InActive or Session Time Select InActive or Filter Level Select session time For example: Filtered, Unfiltered, Block, or Level 1 to Level 6 Price Per Page Select InActive or Cost per Page Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Click to open Modify Control Zone screen 101 Field Description ‐ Control Zones Field Label Page Limit Field Specifications Modify / Delete Control Zone Description Select InActive or Page Limit Free Pages Select InActive or # of Free Pages Applications Purse Operation Select Applications to print Select InActive or Purse Operation Mode Purse Limit Select InActive or amount Amount in cents that user will be able to spend when purse is empty Print Release Station Close Time AUP Read? Require Pin / Password Enter IP of Print Release Station Enter Close Time Select Yes, No, or InActive Select to required Pin / Password to login Yes, No, or InActive Start Page IP Port Minimum Age Maximum Age Activate Sign Up Station URL Address of Start Page IP Address Port Select Minimum Age required to login Select Maximum Age allowed to login Select if associated with Sign Up Station Cost Per Session Enter Cost Per Session, if applicable Notes Number of pages user can print per print job, per printer Number of pages user can print free of charge per day All, Internet, None InActive, Notify user when purse is empty, Stop user from printing when purse is empty 102 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
METERING Metering is a feature that allows staff to monitor applications and web sites that are visited as well as time used, by PC and Zone. It is installed on the Administrator Interface. An Administrator may add, modify, or delete an app/web site from within the interface as well. Administrators or Staff members can then generate reports based on these criteria. ADD APPLICATION / WEBSITE (METERING) Enter the information and click [Save]. Field Description ‐ Metering Field Label Zone Select Field Specifications Add Application / Web Site Description Notes Select Zone Click to open Add Application / Web Site screen Save Select / Enter information and click Save Application / Web Site will be added to database and list Zone ID Zone Name Name Type Identifier Enter Application, Web Site Name Select Type Enter Application, Web Site Identifier Application, Web Site Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 103 MODIFY / DELETE APPLICATION/WEBSITE (METERING) Enter all appropriate changes and click [Save] to save changes. Click [Delete App/Web Site] and click OK on confirmation window to delete. Field Description ‐ Metering Modify Application / Web Site Description Select Zone Click Select to open Modify Application / Web Site screen for Zone Select Modify Application / Web Site to change and click Modify button Select Application / Web Site to delete and click Delete App/Web Site button to Delete Field Label Zone Select Field Specifications Notes Modify Delete App/Web Site Modify Click Modify after making changes to save Application / Web Site will be removed from database and list Name Type Identifier Enter Name to Modify Select Type to Modify Enter Identifier to Modify 104 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
REPORTS Reports can be generated from the Administrative as well as the Staff Interface. Therefore, the origin of the report request will determine the available report selections and options. All reports are date range driven and can be run for all or individual zones with summary and detail options available for selected reports as well. New SAM reports are developed periodically to meet client needs and/or requests. Please contact Comprise for report inquiries. DIRECTOR’S REPORT (ADMIN REPORTS) The director’s report is a summary of all aspects of the technology managed by SAM. Library management can understand in a snapshot, the number and frequency of computer sessions, use of Internet and catalog resources, document printing, as well as exactly how much money was collected, spent and remains in SAM prepaid accounts. In addition, the director’s report can also show statistics on average wait for a PC if the library is using SAM sign‐up stations. Directors Report Selection Criteria Select Zone and click [Select]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 105 Sample Director's Report Field Description ‐ Reports Field Label Zone Select Field Specifications Director's Report Description Select Zone Click Select to generate Director's Report Notes Report will be generated and displayed USER REPORT (ADMIN REPORTS) The User Report is a list of patron records within SAM along with statistical detail. User Report Criteria Selection: 1. Select the Sort by option from drop down 2. Select the Report Type 3. Click [Submit]. 106 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample User Report (Detail) Sample User Report (Summary) Field Description ‐ Reports Field Label Sort By Report Type Summary Detail Submit Field Specifications User Report Description Select Sort Criteria Select Report Type Select for Summary Report Select for Detail Report Click to generate User Report Notes Report will be created based on selected criteria DUPLICATE NAMES REPORT (ADMIN REPORTS) The Duplicate Names Report is a list of patron records within SAM with matching last names. Sample Duplicate Names Report Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 107 Field Description ‐ Reports Field Label Duplicate Name Report Field Specifications Duplicate Name Report Description Select Duplicate Name from drop down list Notes Report will be created based on selected criteria USER USAGE REPORT (ADMIN REPORTS) Refer to Staff Reports ACCOUNT REPORTS (ADMIN REPORTS) 
Account by Zone: provides a Detailed or Summary list of all monetary transactions by Zone. 
Account by device: provides a Detailed or Summary list of all monetary transactions by device. 
Account by user: provides a Detailed or Summary list of all monetary transactions by user. 
Account by group: provides a Detailed or Summary list of all monetary transactions by group. Account Reports Criteria Selection 108 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample Account by User Report (All, Summary) Sample Account by User Report (Single, Detail) Sample Account by Group Report (Summary) Sample Account by Group Report (Detail) Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 109 Sample Account by Zone Report (Summary) Sample Account by Zone Report (Detail) Sample Account by Device Report (Summary) 110 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample Account by Device Report (Detail) Field Description ‐ Reports Field Label Account By User Submit Field Specifications All Single Library Card Number From To Summary Detail Account By Group Submit From To Summary Detail Account By Zone Submit Zone From To Summary Detail Account By Device Submit Device Type Device Name From To Summary Detail Account Reports Description Select report criteria and click Submit to generate Account By User Report Select All to include All users Select Single to include Single user Enter Library Number Select start date for report Select end date for report Select for Summary Report Select for Detail Report Select report criteria and click Submit to generate Account by Group Report Select start date for report Select end date for report Select for Summary Report Select for Detail Report Select report criteria and click Submit to generate Account By Zone Report Select Zone Select start date for report Select end date for report Select for Summary Report Select for Detail Report Select report criteria and click Submit to generate Account By Device Report Select Device Enter Device Name Select start date for report Select end date for report Select for Summary Report Select for Detail Report Notes Report will be generated based on selected criteria Report will be generated based on selected criteria Report will be generated based on selected criteria Report will be generated based on selected criteria Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 111 PRINT CONTROL REPORT (ADMIN REPORTS) Refer to Staff Reports GROUP REPORT (ADMIN REPORTS) The Group Report shows how various filter groups are using the library computers. This report defines group level, # of patrons, total hours, average session for a group (as defined by run dates), and the average usage time per day for a given group. This is a cumulative report and does not show details, just the sum of each group by date range specified. Note: This report is only available if you are using SAM's Internet Filtering. Group Report Criteria Selection Sample Group Report (History, Summary) Sample Group Report (History, Detail) 112 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Reports Field Label Submit Zone Database Current History From To Report Type Summary Detail Field Specifications Group Report Description Notes Select report criteria and click Submit to generate Group Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Select for Summary Report Select for Detail Report Report will be generated based on selected criteria COMPUTER REPORT (ADMIN REPORTS) The Computer Report allows you to learn about the number of patrons using a particular computer and for how long their use is. This report also provides cumulative totals. Computer Report Criteria Selection Sample Computer Report (History, Summary) Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 113 Sample Computer Report (History, Detail) Field Description ‐ Reports Field Label Submit Field Specifications Zone Database Current History From To Report Type Summary Detail Computer Report Description Select report criteria and click Submit to generate Computer Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Select for Summary Report Select for Detail Report Notes Report will be generated based on selected criteria RESERVATION REPORT (REPORTS) Refer to Staff Reports AGENCY REPORT (ADMIN REPORTS) The Agency Report identifies individual patrons by Zone, date, time and computer (if machine data is available). The Computer Name will only be available if, at the time of install, the information is entered. In addition, the computer IP or other machine identifier will be used. 114 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Agency Report Criteria Selection Sample Agency Report (Sam, Current) Sample Agency Report (Sam, History) Field Description ‐ Reports Field Label Submit Field Specifications Zone Database Current History From To Agency Report Description Select report criteria and click Submit to generate Agency Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Notes Report will be generated based on selected criteria Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 115 STATISTIC REPORT (ADMIN REPORTS) The Statistic Detail Report enables you to see which computers are being reserved and for what amounts of time for the date range specified. The Statistic Summary Report enables you to see which computers are being reserved and for what amounts of time by Zone. Statistic Report Criteria Selection Sample Statistic Report (Detail, History) Sample Statistic Report (Summary, History) 116 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Reports Statistic Report Description Select report criteria and click Submit to generate Statistic Report Field Label Statistic Detail Submit Field Specifications Zone Database Current History From To Statistic Summary Submit Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Select report criteria and click Submit to generate Statistic Report Zone Database Current History From To Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Notes Report will be generated based on selected criteria Report will be generated based on selected criteria MISSED RESERVATION REPORT (ADMIN REPORTS) The Missed Reservation Report allows you to view missed reservations by patron name so that you can enforce a policy regarding reservation cancellations. Simply select the Zone and month you wish to view data for. Missed Reservation Report Criteria Selection Sample Missed Reservation Report (Dist All) Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 117 Field Description ‐ Reports Field Label Submit Field Specifications Zone Month Missed Reservation Report Description Select report criteria and click Submit to generate Missed Reservation Report Select Zone Name Select Month and Year Notes Report will be generated based on selected criteria APPLICATION / WEB SITE REPORT (ADMIN REPORTS) The App/Web Site Report enables you to see which applications were accessed and web sites visited as well as time used, by computer. Application / Web Site Report Criteria Selection (Reports) Sample Application / Web Site Report (Application, Summary) 118 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample Application / Web Site Report (Website, Detail) Field Description ‐ Reports Field Label Zone Submit Field Specifications Control Zone From To Report On Application Web Site Report Type Summary Detail App / Web Site Report Description Select Zone Name Select report criteria and click Submit to generate App / Web Site Report Select Control Zone Select start date for report Select end date for report Select for Application Report Select for Web Site Report Select for Summary Report Select for Detail Report Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Report will be generated based on selected criteria 119 VISITOR REPORT (ADMIN REPORTS) This report shows the number of Visitor Cards that were printed during the selected time frame. Visitor Report Criteria Selection Sample Visitor Report Field Description ‐ Reports Field Label Submit Field Specifications From To Visitor Report Description Notes Select report criteria and click Submit to generate Visitor Report Select start date for report Select end date for report Report will be generated based on selected criteria PC USAGE REPORT (ADMIN REPORTS) This report shows the computer usage by hour. PC Usage Report Criteria Selection 120 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample PC Usage Report (Current, Breakdown By PC) Sample PC Usage Report (History) Field Description ‐ Reports Field Label Submit Field Specifications Zone Database Current History From To Report Type Summary Detail Breakdown By PC PC Usage Report Description Select report criteria and click Submit to generate PC Usage Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Select for Summary Report Select for Detail Report Select to view Report by PC Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Report will be generated based on selected criteria 121 SUS REPORT (ADMIN REPORTS) This report provided Sign Up Station statistics such as total wait time, sign up denied, etc. SUS Report Criteria Selection Sample SUS Report (Control l, Current) 122 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Sample SUS Report (Control1, History) Field Description ‐ Reports Field Label Submit Field Specifications Zone Database Current History From To SUS Report Description Select report criteria and click Submit to generate SUS Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Notes Report will be generated based on selected criteria Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 123 HELP The Help link will allow library personnel to view the Sam User Manual and Comprise Contact information. USER MANUAL (HELP) Field Description ‐ Help Field Label User Manual Field Specifications User Manual Description Select User Manual from selection Notes User Manual will open CONTACT COMPRISE (HELP) Field Description ‐ Help Field Label Contact Comprise Field Specifications Contact Comprise Description Select Contact Comprise from selection Notes Screen will open with Comprise contact information 124 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
STAFF WEB INTERFACE Staff members can access SAM by entering a User Name and Password at the SAM start page. The Staff Menu is password protected. It can be accessed from any PC with Internet access. The SAM Administrator can determine what information can be viewed / edited under a Staff Login. STAFF ACCESS Links on the Staff Web Interface Menu USERS This section allows staff to add new users, and modify or delete current users. Staff can also import and register users. As well as access user accounts. ADD USER (STAFF USERS) Enter the information for the new user. This step includes entering Account/ID Number, Last Name, First Name, Date of Birth, Pin/Password, User Status, Internet Access Level, Group, Issue Date, Expiration Date and Guardian’s Name. Important: Password is user created, so it does not have to be entered here. The required fields in the first step are Account/ID Number and Last Name. Once all information is entered, click [Add User]. Note: Fields in red are required. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 125 Field Description ‐ Staff Users Field Label Add User Clear Account/ID Number Last Name First Name Middle Name Date Of Birth Pin / Password User Status Field Specifications Required field 19 character limit Required field 8,000 character limit 8,000 character limit 8,000 character limit (MM/DD/YYYY) 10 19 character limit Add User Description Click after adding information to save Click to clear information entered User Account Number Notes Last Name Last Name Middle Name Date of Birth User Pin / Password Status Active/Inactive Internet Access Filter Level Names set Select appropriate Internet Access Level by Library will be displayed. Group Select Group Issue Date Account Number issue date Account Number expiration date Guardian's Name Address Address 2 Dept. City State Zip Code Home Phone (MM/DD/YYYY) 10 character limit (MM/DD/YYYY) 10 character limit 50 character limit 35 character limit 35 character limit 35 character limit 2 character limit 10 character limit 21 character limit For example: Most Restrictive, Child, Juvenile, Youth, Adult, Unrestricted, Block. Or, Level 1 to Level 6 and Block. Standard, Groups 1 to 4. Groups 1‐4 do not authenticate with the ILS Guardian’s Name User Address User Address Library Dept. User City User State User Zip Code Home Phone Library, Parks, etc. 126 Expiration Date Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Users Field Label Office Phone SSN Accepted Use Policy Field Specifications 21 character limit 11 character limit Add User Description Office Phone User SSN Indicates whether use policy was accepted or not Unique Identifier. Database Control # Click after adding information to save Click to clear information entered DBCN 50 character limit Notes 255 character limit Add User Clear Confirmation displays that new user account has been added. Notes MODIFY USER (STAFF USERS) Enter the user’s Account Number, Name, or Date of Birth and click on [Search]. This will open a screen containing the user’s current information. After making changes, you can click [Save] to save the changes. DELETE USER (STAFF USERS) User will not be deleted if there is money in SAM account. Delete User procedure: From the Modify User screen that displays the user’s current information. 1. If SAM account is zero, click [Delete User] 2. If SAM account is not zero: a. First, zero out SAM account from Payments, etc. screen. b. Then, return to Modify User screen and click [Delete User]. 3. For a replacement card, use method A or B: A. a. First, zero out SAM account from Payments, etc. screen. b. Return to Modify User screen and click [Delete User]. c. Then, create new account and transfer the balance from the old card # into the newly created account. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 127 B. a. In the Account/ID Number box, replace the old card # with new card #. b. Click [Save]. Transactions for the old card # are still associated with the old card #. Transactions for the new card # will be associated with the new card # going forward. 128 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Users Field Label Search Account/ID Last Name First Name DBCN Save Delete User Clear Account/ID Last Name Field Specifications 8,000 character limit 8,000 character limit 50 character limit User SAM account has to be zero Required 19 character limit Required 8,000 character limit Modify / Delete User Description Click to open Modify User Screen Enter User's Account/ID Number Enter User's Last Name Enter User's First Name Enter DBCN After making changes, click to save Click to Delete User from database Click to Clear changes without saving User Account Number Notes Search by Account/ID Number Search by User's Last Name Search by User's First Name Search by DBCN Cannot delete User if there is money in SAM account. Last Name First Name Middle Name Date Of Birth Pin / Password Change Pin / Password Next Time User Status Internet Access 8,000 character limit 8,000 character limit (MM/DD/YYYY) 10 First Name Middle Name Date of Birth User Pin / Password Check box to require user to change Pin / Password at next login Select Status Filter Level Names set Select appropriate Internet Access Level by Library will be displayed. Group Issue Date (MM/DD/YYYY) 10 Select Group Account Number issue date Allows user to reset Pin / Password to desired one. Active/Inactive For example: Most Restrictive, Child, Juvenile, Youth, Adult, Unrestricted, Block. Or, Level 1 to Level 6 and Block. Standard, Groups 1 to 4 Expiration Date (MM/DD/YYYY) 10 Account Number expiration date Guardian's Name Time Used Today Update Patron's Time 50 character limit HH:MM:SS Guardian’s Name Time used by user today Select minutes to update time Total Pages Printed Free Page Allowed Circulation Debit Reset User's Logs Pages user has printed today Number of free pages Imported from ILS Will reset user's logs for the day Last Time Patron Logged in User is on PC Indicates last time when user logged in N/A, 10 min, 15 min, 30 min, 60 min, or Reset Timer. 1 to 100 Staff can check / uncheck if needed Box will be checked while user is logged on at a PC Box will be checked while user is logged on at an Payment Center User is on Payment Center User is on Print Release Station Box will be checked while user is logged on at a Print Release Station Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Staff can check / uncheck if needed Users restricted from logging onto the Payment Center, Print Release Station, and/or Copier Controller concurrently, can only log onto one device at a time. 129 Field Description ‐ Staff Users Field Label User is on Copier Control Address Address County Dept. City State Zip Code Home Phone Office Phone SSN Accepted Use Policy Acceptance Date Field Specifications 35 character limit 35 character limit 35 character limit 2 character limit 2 character limit 21 character limit 21 character limit 11 character limit (MM/DD/YYYY) 10 character limit Way Accepted Modify / Delete User Description Box will be checked while user is logged on at a Copier Control User Address User Address Library Dept. User City User State User Zip Code Home Phone Work Phone User SSN Indicates whether use policy was accepted or not Date user last accepted user policy Method used to accept Use Policy DBCN 50 Unique Identifier Notes 255 character limit IMPORT USER (STAFF USERS) Import Users from the ILS Enter the user’s Account Number and click on [Submit Query]. Import User Description Click after entering information to save Account/ID Number Pin/Password 19 character limit Optional Enter User Account/ID Number Optional, based on ILS requirements 130 Municipal, Parks, Library, etc. Login, Create new user from web Interface Field Description – Staff Users Field Label Submit Query Notes Field Specifications Notes User will be imported to database Only shows if applicable Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
REGISTER USER (STAFF USERS) Self‐registration is used in lieu of an automatic link to the patron database. This feature enables the patron to self‐register the first time they use SAM. Staff can verify the information. This feature is only used when the library has an ILS that does not support SIP or API’s. Field Description ‐ Staff Users Field Label Register Add More Info Field Specifications Register User Description Click the card number, name or the 'Register' Button to Register a User with the current information displayed Click the 'Add More Info' Button to Change or Add a User's information before Registering them Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes 131 PAYMENTS, ETC. (STAFF USERS) Please note, to protect the integrity of SAM account balances, users will be blocked from logging onto the Payment Center, Print Release Station and Copy Controller concurrently. Users can only log onto one of these devices at a time. Enter the user’s Account Number and click on [Search]. This will open a screen containing the user’s current information. After making the changes, you can click [Save] to save changes. Field Description ‐ Staff Users Payments, etc. Description Enter User's Account/ID Number Notes Search by Account/ID Number Name Enter User's Last Name Search by User's Last Name Name Enter User's First Name Search by User's First Name DBCN Search Save Enter DBCN Click to open User Payments, etc. screen Click after making changes to Save Search by DBCN User Account Balance will be adjusted appropriately according to amount added or deducted. New Balance will be displayed in The User has this Amount in their Account box on top. Reset Account/ID Number User Name The User has this Amount in their Account The User Owes this Amount Enter Amount Paid 19 character limit 8,000 character limit Click to Reset values User's Account/ID Number User's Name User's Current Account Balance is displayed Amount user owes will be displayed Amount to be added or deducted from Account Typing a positive number will add while typing a negative number will subtract. 132 Field Label Account/ID Number Field Specifications Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Users Field Label Non‐Cash Adjustment This User has no print jobs Payments, etc. Description Staff can check box for non‐cash transactions. Print jobs for user will be shown if applicable. Field Specifications Notes Adjustments for print job that did not print, etc. USER RECONCILIATION (STAFF USERS) Enter the User’s Account Number and click on [Submit]. This will open a screen with the user’s current information. Field Description ‐ Staff Users Field Label Submit Account/ID Number User Reconciliation Description Click after Entering information 19 character limit Enter Account/ID Number Field Specifications Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Will open User Reconciliation information page 133 RESERVATIONS STAFF MANAGED RESERVATIONS Staff members can Make or Delete reservations by selecting the appropriate option. They must choose a Zone and date at the top of the screen then click on [Submit]. The library can set which PCs can be reserved in the Administrator/Zones/Resources page. After reviewing the status of PCs that can be reserved, click on the radio button next to the resource to be reserved, enter the Library Card Number, and then click [Make Reservation]. A confirmation on that same screen will indicate “You have a Reservation at (time, Resource). To make a reservation for another day, click on the Calendar icon at the top, select the date, enter the library card number and click [Submit] to get the Reservation schedule for the date selected. Utilize the appropriate link to delete reservations. PC ACTIVITY INFORMATION (STAFF RESERVATIONS) The PC Activity Information screen allows staff to view what resources are “Reserved”, “In Use” or Available (Available is represented by a blank radio button). Select a Zone and click on [Submit]. This will open a screen with the current PC Activity Information. 134 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Reservations Field Label Submit Close Zone Name Computers Time Available Make Single Reservations Make Block Reservations Make Multiple Reservations Delete Single Reservations Delete Block Reservations Delete Multiple Reservations Field Specifications PC Activity Description Click to open PC Activity screen Click to Close page PC Activity for Zone entered will be displayed below. List of all PCs in Zone Available PCs and Times use will be reflected in the grid Link for Make Single Reservations Link for Make Block Reservations Link for Make Multiple Reservations Link for Delete Single Reservations Link for Delete Block Reservations Link for Delete Multiple Reservations Notes Will open Make Single Reservations screen Will open Make Block Reservations screen Will open Make Multiple Reservations screen Will open Delete Single Reservations screen Will open Delete Block Reservations screen Will open Delete Multiple Reservations screen WEB RESERVATIONS [STAFF USE] (STAFF RESERVATIONS) Staff members can Make or Delete web reservations by selecting the appropriate option. They must choose a Zone and date at the top of the screen then click on [Submit]. ADD SINGLE (STAFF RESERVATIONS) The next screen will display the resources of the Zone and the times available. Enter the library card number and click the radio button for the time of the desired reservation next to the appropriate resource. Then click [Add Reservation]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 135 A confirmation message displays that says “A Reservation for (user name) with Library Card Number (***) (Time) on (Date) Computer (PC ID) Has Been Added”, and the time is blocked out with an “x” for that particular reservation period, making it unavailable to other users to select for that time. Field Description ‐ Staff Reservations Zone Date Add Single Reservation Description Select Zone Enter date Submit Main Zone Name Date Account/ID Number PC ID's and Time Grid 19 character limit Open Make Single Reservation Screen Return to Main screen Zone Name for reservation Date for reservation Enter Account/ID Number for reservation Select PC ID and Time of reservation Add Reservation Clear Confirmation Box for selected PC ID and time will be marked with an "X". Reservation will be added to database Reservation selection will be cleared from PC ID/Time grid Message confirming Reservation will be displayed on top of screen Field Label Field Specifications Notes Click Calendar to open and select future date. PC will be unavailable for other users Name, Library Card Number, Time, Date, and PC ID. 136 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
ADD BLOCK (STAFF RESERVATIONS) To add a Block Reservation, choose a Zone and date at the top of the screen then click on [Submit]. The next screen will display the resources of the Zone and the times available. Select Zone, Date, enter the library card number, Select start and end Block Reservation times, and select the PC to add Block Reservation. Then click [Make Reservation]. A confirmation message displays that says “The Reservation for (PC ID) Has Been Added”, and the time is blocked out with the user name for that particular reservation period, making it unavailable to other users to select for that time. Field Description ‐ Staff Reservations Zone Date Add Block Reservations Description Select Zone Enter date Submit Main Zone Date Open Make Block Reservations Screen Return to Main screen Zone Name for reservation Date for reservation Field Label Field Specifications Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Click Calendar to open and select future date. 137 Field Description ‐ Staff Reservations Field Specifications 19 character limit Add Block Reservations Description Enter Account/ID Number for reservation Select reservation start time Select reservation end time List of all reservable PCs in Zone. Box for selected PC ID and time will be filled in with user name. Reservation will be added to database Reservation selection will be cleared Message confirming Reservation will be displayed on top of screen PC will be unavailable for other users Field Label Account/ID Number Start Block Reservation at: End Block Reservation at: PC's Make Reservations Clear Confirmation Notes PC ID ADD MULTIPLE (STAFF RESERVATIONS) To add a Multiple Reservations, choose a Zone and date at the top of the screen then click on [Submit]. The next screen will display the resources of the Zone and the times available. Select Zone, Date, enter the library card number, Select start times for Multiple Reservations, then, click [Save]. You will now see a confirmation message that says “Reservations have been added”, and the times are blocked out with an “x” for that particular reservation period, making it unavailable to other users to select for that time. 138 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Reservations Zone Date Add Multiple Reservations Field Specifications Description Select Zone Enter date Submit Main Save Open Make Multiple Reservations Screen Return to Main screen Boxes for selected PC ID and times will be marked with an "X". Reservation will be added to database Click Calendar to open and select future date. PC will be unavailable for other users Clear Zone ID Zone Name Date Account/ID Number Refresh PC's and Time Grid Save 19 character limit Reservation selection will be cleared Zone ID for reservation Zone Name for reservation Date for reservation Enter Account/ID Number for reservation Reservation information will be Refreshed Select PC ID and Time of reservation Boxes for selected PC ID and times will be marked with an "X". Reservations will be added to database PC will be unavailable for other users Clear Confirmation Reservation selection will be cleared Message confirming Reservation will be displayed on Reservations have been top of screen made. Field Label Notes DELETE SINGLE (STAFF RESERVATIONS) To Delete a Single Reservation, choose a Zone and date at the top of the screen then click on [Delete Reservation]. The next screen will display the current reservations. After deciding on a PC and time, click the corresponding radio button. Then click "Delete Reservation". The Single Reservation will be removed for the selected PC and time. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 139 Field Description ‐ Staff Reservations Field Label Field Specifications Zone Date Submit Main Delete Delete All Clear Zone Name Date PC ID's and Time Grid Delete Reservation Clear Delete Single Reservation Description Select Zone Enter date Open Delete Single Reservation Screen Return to Main screen Reservations for selected PC ID and times will be deleted from database Delete all of the day's Reservations Notes Click Calendar to open and select future date. PC will be available for other users Confirm deletion at pop‐up box. PC will become available for other users. Reservation selection will be cleared Zone Name for reservation to be deleted Date for reservation to be deleted Click Radio Button for PC ID and Time of reservation to be deleted Radio Button for selected PC ID and time will be PC will become available for removed. Reservation will be deleted from other users database Reservation selection will be cleared from PC ID/Time grid DELETE BLOCK (STAFF RESERVATIONS) To Delete a Block Reservation, select Zone, Date, select start and end Block Reservation times, and select the PC. Then click [Submit]. The Block Reservation will be removed for the selected PC and time. 140 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Field Description ‐ Staff Reservations Field Label Field Specifications Delete Block Reservations Description Select Zone Enter date Notes Zone Date Click Calendar to open and select future date. PC will become available for other users Submit Main Delete Reservation Delete All Open Delete Block Reservations Screen Return to Main screen User Name will be cleared from the box of selected PC ID and time. Reservation will be deleted from database Delete all of the day's Reservations Clear Zone Reservation selection will be cleared Zone Name for reservation to be deleted Confirm deletion at pop‐up box. PC will become available for other users. Date Start Block Reservation at: End Block Reservation at: PC's Submit Date for reservation to be deleted Select start time of reservation to be deleted Select end time of reservation to be deleted PC will become available for other users Clear Confirmation Message List of all reservable PCs in Zone. User Name will be cleared from the box of selected PC ID and time. Reservation will be deleted from database Reservation selection will be cleared Message confirming deletion of Reservations Reservations have been deleted will be displayed on top of screen DELETE MULTIPLE (STAFF RESERVATIONS) Select Zone, Date, and Select start times for Multiple Reservations to be deleted. Then click [Delete]. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 141 The Multiple Reservations will be removed for the selected PC and times. Field Description ‐ Staff Reservations Zone Date Delete Multiple Reservations Description Select Zone Enter date Submit Open Delete Multiple Reservations Screen Main Delete Delete All Return to Main screen Reservations for selected PC ID and times will be deleted from database Delete all of the day's Reservations Clear Zone ID Zone Name Date Refresh PC's and Time Grid Delete Clear Confirmation Field Label Field Specifications Reservation selection will be cleared Zone ID for reservation to be deleted Zone Name for reservation Date for reservation to be deleted Reservation information will be Refreshed Select PC ID and Times of reservation to be deleted Reservations for selected PC ID and times will be deleted from database Reservation selection will be cleared Message confirming deletion of Reservations Notes Click Calendar to open and select future date. PC will be available for other users Confirm deletion at pop box. PC will become available for other users. PC will be available for other users Reservations have been deleted will be displayed on top of screen 142 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
REPORTS Staff members have limited access to Reports based on Administrator selections from Menu Options. Staff can generate reports based on the available options. USER USAGE REPORT (STAFF REPORTS) The User Usage Report shows how much time the library computers are being used by patrons. The report identifies who uses the computers, the length of time the computers are used for, per session or multiple sessions. Also included are statistical averages of session time. This report can be run for any date range. User Usage Report Criteria Selection Sample User Usage Report (Current, Summary) Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 143 Sample User Usage Report (History, Detail) Field Description ‐ Staff Reports Field Label Submit Field Specifications Zone Database Current History From To Order By Account / ID Number Name Report Type Summary Detail 144 User Usage Report Description Select report criteria and click Submit to generate User Usage Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Sort report by Account / ID Number Sort report by Name Select for Summary Report Select for Detail Report Notes Report will be generated based on selected criteria Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINT CONTROL REPORT (STAFF REPORTS) The Print Control Report gives a detailed history of print jobs by invoice. You can choose the dates to run it. Print Control Report Criteria Selection Sample Print Control Report (Sam, All) Field Description ‐ Staff Reports Field Label Submit Zone Report On From To Field Specifications Print Control Report Description Select report criteria and click Submit to generate Print Control Report Select Zone Select Balance type Select start date for report Select end date for report Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 Notes Report will be generated based on selected criteria All, Paid, Unpaid 145 RESERVATION REPORT (STAFF REPORTS) The Reservation Report produces a printed schedule of PC reservations for both staff and patron use. The run date is shown at the top of the report. Reservation Report Criteria Selection Sample Reservation Report (Sam) Field Description ‐ Staff Reports Field Label Submit Field Specifications Zone Database Current History From To 146 Reservation Report Description Select report criteria and click Submit to generate Reservation Report Select Zone Name Select for Current Select Date Range for History Select start date for report Select end date for report Notes Report will be generated based on selected criteria Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SIGN UP STATION SAM’s Sign‐Up Station (Self‐Service Sign‐Up) minimizes the wait time and optimizes public access to PC resources. It allows Users and/or Visitors to sign up for PCs on a 1st available basis. Users are not required to register at the Sign Up Station if PCs are available, but if they do SAM will immediately assign a specific PC to them. When implemented on a dedicated PC, the Sign‐Up information display can support multiple Zones or Control Zones without regard to the number of PCs. ADD MULTIPLE ZONES TO SIGN‐UP STATION To add multiple Zones to the Sign Up Station, you need to modify the Clntinfo.ini file located in the C:\Sam directory. 1. First, terminate the Sign Up Station application. 2. Open the Clntinfo.ini file from C:\Sam. 3. There will be a section labeled [Branches]. Type the Zone ID followed by a “%” sign. Without adding any spaces, type the next Zone ID followed by a “%”. For example: [Branches] Names=Zone1%Zone2%Zone3% Each time you add a new zone to a single sign up station, just remember to separate the Zone IDs with a %, and always make sure that there is a % after the last one. 4. There is another heading in the Clntinfo.ini file called [Branch]. No changes need to be made here. 5. After adding the Zones, save the Clntinfo.ini file and restart the Sign Up Station to see the additional Zones displayed. The Sign Up Station can also relay information to large LED or plasma displays. Comprise Best Practice recommendations: Implement on a dedicated PC Must be on the same local network as the Client PCs. Library can use a receipt printer to print Sign Up ticket. The printer name has to be “SignUp Printer”. If all Public PCs are in use, users or visitors can enter their library card number to get on line for a PC. When a PC becomes available, either because a user logs off or SAM ends a session, the Sign Up Station automatically assigns that PC to the next user on the list. It is each user’s responsibility to monitor the Sign Up Station for their PC assignment. The PC Activity Manager will indicate when a PC The Sign Up Station will not list any PCs that are down is down and unavailable to be assigned (QC02). and unavailable to be assigned (QC02). Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 147 The library can elect to have a Sign Up Ticket print each time a user signs up at the Sign Up Station. This ticket will indicate the date and time when a user signed up, the zone, ticket #, approximate wait time, and the duration of the grace period that the user has to log in at the assigned computer. Note: The printer name has to be “SignUp Printer”. Wait time is calculated based on the number of patrons waiting, divided by the number of computers, multiplied by the average session time, plus the shortest of (the time left of the earliest session end OR the time left on Assigned List). Please note: The wait time is an estimate. SAM SIGN‐UP CAN BE USED IN TWO WAYS: Self Service Kiosk Self Service Station (Requires a Dedicated PC) (runs from a staff PC) & Sign‐Up PC Sign Up Station both make it easy to find a PC! If a user is assigned to a PC but logs in at a different PC, a message alerting them will be displayed on the screen. At that point, the user can either click [Yes] to swap their assignment; or, click [No] and keep the original assignment. The library can determine what personally identifying information is displayed in the User ID field. For example: 1
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148 ticket number first 4 letters of last name, first letter of first name (i.e., Curt,P) partial bar code Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SIGN UP STATION CONFIGURATION SCREEN Libraries can select what information as well as the format of the information displayed on the Sign Up Station screen on the Sign Up Station Configuration Screen. To access the Sign Up Station Configuration Screen: 1. From the main Sign Up Station screen, press “Ctrl+S” 2. Enter the Staff Password when prompted. 3. Click [OK]. This will open the Sign Up Station Configuration screen. LIBRARY CARD INFORMATION The default length for the library card is 14 digits. However, a different length can be entered in the configuration screen. Libraries can also select whether or not a PIN will be required to Sign Up. DISPLAY INFORMATION FOR THE SIGN UP STATION Libraries have the option to display users’ concatenated name, first 4 letters of the last name and first initial. Or, display a specific number of digits starting from the end of user’ library card. This information will be displayed in all 3 sections where the user information is displayed on the Sign Up Station. DISPLAY INFORMATION FOR LED DISPLAYS Libraries have the option to display users’ concatenated name, first 4 letters of the last name and first initial. Or, display a specific number of digits starting from the end of user’ library card. This information will be displayed in all 3 sections where the user information is displayed on the Sign Up Station. Enter the IP address of the network adapter for the LED. The Grace Period set within the SAM Interface in System Options will appear here. Selecting this option will make the Sign Up Station wait for the specified time to allow users to logon to assigned PCs. Check the “Enable Flex Time Manager at the Sign Up Station” box to enable the Flex Time feature at the Sign Up Station. Selecting this option will extend User sessions based on the Percentage Limit set in System Options. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 149 CONFIGURATION INFORMATION 1.
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Sign Up Station ID – Sign Up Station Identifier Change Filters – settings apply to Staff mode (PCAM) Change Password – change Staff password. Enter current, new, and confirm new staff password to change Columns – change size of selected columns OK – save changes Cancel – cancel changes Terminate Station – Close Sign Up Station application CLOSE THE SIGN UP STATION APPLICATION To close the Sign Up Station application, click [Terminate Station] at the bottom of the Sign Up Station configuration screen. Field Label Library Card Information Library Card Length PIN is required to Sign Up Display information for the Sign Up Station Last Name (First 4 letters), First Initial Library Card Number of digits starting from the end to be displayed Last Name (First 4 letters), First Initial Sign Up Station Configuration Screen Description Default is 14 digits Select whether or not PIN will be required to Sign Up This is the information that will be displayed in the user sign up station within 3 sections where the user information is displayed If Library Card is selected to display, specify the numbers of digits starting from the end This is the information that will be displayed in the user sign up station within 3 sections where the user information is displayed Library Card Number of digits starting from the end to be displayed LED IP Address Set the Grace Timer to match the server reservation Grace Timer Enable Flex Time Manager at the Sign Up Station Enter the IP address of the LED device Selecting this option will make the Sign Up Station wait for the time specified as the Grace Period in System Options. Selecting this option will extend User sessions based on the Percentage Limit set in System Options. Sign Up Station Configuration Screen Field Label Description Enter the Sign Up Station IP settings apply to Staff mode (PCAM) enter current, new, and confirm new staff password to change Re‐size selected columns click to save changes click to cancel changes Close the Sign Up Station Configuration Information Sign Up Station ID Change Filters Display information for LED Displays Change Password Columns OK Cancel Terminate Station 150 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
When a user attempts to sign up for a PC at the Sign Up Station, the system performs several confirmation checks to make sure that the user will be able to login at the assigned PC. 1.
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The user will not be allowed to sign up in more than 1 Zone at any given time and will not be able to sign up for another PC at the Sign‐Up Station while still logged onto a PC. The user has not used all the allotted daily time the zone allows (Daily Time). The user has not used all the available logins the zone allows (Daily Logins). The user has not exceeded the consecutive sessions the zone allows and has to wait for a session before they can log in again. The user status is not disabled. The user card is not expired. ILS Link restrictions will also affect the sign up process. The Library can specify “allowance” rules. For example, a person whose ILS record indicates excessive fees, or a child in an adult zone, can be blocked from signing up for a PC. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 151 PC ACTIVITY MANAGER Staff members can exercise a great deal of control over user computers from their desk via the PC Activity Manager. Staff has the ability to perform functions such as Add User to Waiting List, Send Messages to Client PCs, View PCs and Waiting List by Zone, Pause and Resume user queue, as well as Make Visitor Cards. Comprise Best Practice recommendations: PC Activity Manager must be on the same local network as the Client PCs. PC Activity Manager must have access to Client PCs (exception for port 2002 and firewall) Field Description ‐ PCAM Field Label Zone ID View Zone Waiting List Ticket Patron Name Patron # Zone PCs PC ID Patron ID Now Up/End at Control Zone Status Field Description ‐ PCAM Field Label Paused Resume Make a Visitor Card Exit 152 Description Zone ID to view PC activity from Click to View updated information Ticket assigned to user in wait queue User Name Library Card Number of user List of all available PCs in Zone Library Card Number of user Ticket # or the session end time of assigned user Control Zone where user is assigned status of the PC Activity Manager queue Description queue is Paused click to Resume queue click to Make a Visitor Card Exit out to PC Activity Manager Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Staff will be prompted to confirm selected option each time. Staff can disable PC to remove it from the resource list for repairs, for example. The PC Activity Manager will indicate when a PC is down and unavailable for patron assignment. Staff can also double click on any PCs in the list and have access to: 
Release Assignment – Patron assignment will be released from PC 
End Patron Session ‐ Patron session will be ended on PC 
Refresh Patron Time – Patron time can be refreshed on PC 
Unfilter PC – PC will be unfiltered 
Disable PC – PC will be disabled, not available for patron assignment (for repairs etc.) 
Enable PC – PC will be enabled, made available for patron assignment Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 153 COMPUTERS Shutdown ‐ PC will shutdown Restart ‐ PC will be restarted Power Off ‐ PC will Power Off Log Off ‐ PC will Log Off Send Message ‐ Staff can send message to selected PC Close Browser ‐ Staff can close Browser on Client PC. For example, if user is viewing inappropriate content. Login Patron ‐ Staff can login single library card number at selected PC Login Multiple ‐ Staff can login with the same library card number on multiple PCs simultaneously from the PC Activity manager. 154 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PATRONS End Session ‐ Double Click the PC ID and OK on confirmation box to end user session on selected PC. Patron Record ‐ Opens Modify User screen on Web Interface Make a Payment ‐ Opens Payments, etc. page on Web Interface Refresh Time ‐ Staff can select Additional Time from the drop down options and double click the desired PC ID. Then, click [OK] when prompted for confirmation. Refresh Time will not extend beyond the scheduled close time. This means, if library close time is 9:00 PM and PCs are set to close 10 minutes Before Library Closing time, then time will not be extended past 8:50 PM (10 minutes before Library Closing). The additional time selected is added to the patron’s current time. For example, if a user has 5 minutes remaining and time is refreshed for 15 minutes; the user’s total new time will become 20 minutes (5+15=20 minutes). When user time is refreshed from the PC Activity Manager, the change occurs in real time. This means, the “Ends at” time on the PC Activity Manager and the Time Remaining on the client PC session manager will be instantly updated to the new time. Please note: Refresh time will add time beyond the Daily Time Limit. Therefore, staff need to use discretion. RESERVATIONS Make a reservation ‐ Opens Make a Single Reservation screen Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 155 SYSTEM OPTIONS Settings ‐ Opens Setup Option window SETUP OPTIONS Visitor Card Settings  Library Prefix: Could be used to designate Location Prefix for Visitor Card  Branch Prefix: Could be used to designate Zone Prefix for Visitor Card  Upper Limit Number: Enter the upper limit for Visitor Card number  Lower Limit Number: Enter the lower limit for Visitor Card number For example – 7711(000 to 999) Reset Visitors: Reset Visitor Card Numbering Sign Up Station Enable Waiting Queue in the PC Activity Manager: Check to enable wait queue at the PC Activity Manager and click [Set] Sign Up Station Information IP Address: Enter IP Address of the Sign Up Station and click [Set] LED Type Check the appropriate LED Type OK: click [OK] to save information Cancel: click [Cancel] to cancel changes 156 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
REPORTS Patron Reconciliation ‐ Opens User Reconciliation Report Daily Cash Reconciliation Report ‐ Opens Report Criteria Screen HELP Go to Web Interface ‐ Opens Web Interface login screen About SAM ‐ Current SAM PC Activity Manager version STATUS The current status of the PC Activity Manger Queue is displayed. When the queue is in Running mode, the next button will show Paused. When the queue is in Paused mode, the next button will show Resume. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 157 MAKE A VISITOR CARD From the Staff PC Activity Manager, staff can click [Make a Visitor Card] to create and print an anonymous Visitor Card. Card entitlements will be those defined for Group 1 (Visitor Cards). Visitor Cards are valid for one day by default, but the expiration period can be changed as specified by the library. Cards are unique in their combination of card number and PIN. Use of PINs is optional, but the default is to have them issued. The Visitor Card Configuration window will display the Card # and PIN. Type: will be Visitor by Default. Select the appropriate Internet Filter Level for the Visitor Card being printed. Click Finish to print. The Visitor Card will be printed at the designated printer. Visitors can be issued these guest cards at the staff desk or can purchase them via our Payment Center (peripheral device) entirely without staff involvement. Visitor cards can take the form of printed receipts or be preprinted with unique library information. Either way they should contain a bar code and other information to make their use as self service as possible. Customized Visitor Cards can contain up to Ten Lines of customized text. 158 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PC ACTIVITY MANAGER CONFIGURATION SCREEN From the main PC Activity Manager screen, press “Ctrl+S” and enter the Staff Password when prompted. This will open the PC Activity Manager Configuration screen, displayed as Sign Up Station Configuration. Library Card Information Library Card Length: # of characters in Library Card (applies to Sign Up Station mode) Pin is required to Sign Up: Select to require users to enter PIN to sign up. (applies to Sign Up Station mode) Display information for the Sign Up Station Last Name [First 4 letters], First Initial (applies to Sign Up Station mode) Library Card (applies to Sign Up Station mode) Number of digits starting from the end to be displayed: (applies to Sign Up Station mode) Display information for LED Display Last Name [First 4 letters], First Initial (applies to Sign Up Station mode) Library Card (applies to Sign Up Station mode) Number of digits starting from the end to be displayed: (applies to Sign Up Station mode) LED IP Address: (applies to Sign Up Station mode) Set the Grace Timer to match the server reservations Grace Timer (applies to Sign Up Station mode) Enable Flex Time Manager at the Sign Up Station (applies to Sign Up Station mode) Configuration Information Sign Up Station ID: Enter the IP address of the Sign Up Station Change Filters: Assign filter levels and date of birth for Visitor Cards printed Toggle Zones: (applies to Sign Up Station mode) Change Password: enter current, new, and confirm new staff password to change Columns: change size of selected columns OK: click to save changes Cancel: click to cancel changes Terminate Station: Close the PC Activity Manager Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 159 ASSIGN FILTER LEVELS AND DATE OF BIRTH FOR VISITOR CARDS PRINTED 1.
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Select [Change Filters ] from the PC Activity Manager Configuration Information screen. Select the Filter level and enter the Date of Birth for each level. Only the checked Filter Levels will display to select from when printing Visitor Cards. Click [OK] Field Description ‐ PCAM Configuration Screen Description Field Label Library Card Information Library Card Length PIN is required to Sign Up Display information for the Sign Up Station setting applies to Sign Up Station mode setting applies to Sign Up Station mode Last Name [First 4 letters], First Initial Library Card Number of digits starting from the end to be displayed: setting applies to Sign Up Station mode setting applies to Sign Up Station mode Display information for LED Display Last Name [First 4 letters], First Initial Library Card Number of digits starting from the end to be displayed: setting applies to Sign Up Station mode setting applies to Sign Up Station mode LED IP Address: Set the Grace Timer to match the server reservations Grace Timer Enable Flex Time Manager at the Sign Up Station setting applies to Sign Up Station mode setting applies to Sign Up Station mode Configuration Information Sign Up Station ID Change Filters Enter the IP address of the Sign Up Station assign filter levels and date of birth for Visitor Cards printed Change Password enter current, new, and confirm new staff password to change Columns Terminate Station OK Cancel change size of selected columns Close the PC Activity Manager click to save changes click to cancel changes setting applies to Sign Up Station mode 160 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINTING SAM’s Print Manager is intended to manage user printing and depending upon your library’s policy, to recover some or all of the costs for paper and print cartridges. To achieve this control, SAM changes the printer port to a local port. If SAM does not recognize the printer driver or if access rights are not set correctly, SAM will not be able to configure the printer(s). To confirm correct printer configuration, launch SAM and submit a test print job from each connected Client PC. The Printer Management window should appear each time the user submits a print a job. Comprise Best Practice recommendations: Add printer on PC prior to installing SAM. Use PCL or Post Script printer drivers Host‐based printing is not supported by SAM PRINT EXPRESS MODE Print jobs are sent directly to the printer for printing. 1.
After a user clicks on print, the standard MS Windows print dialog box appears where they click ‘OK’. 2.
When SAM is running, (the SCClient icon appears in the task bar system tray) the printer(s) will be paused. 3.
The SAM “Print Manager” window appears each time the user submits a print a job with the following: 
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Current Account Balance # of pages in print job # of free pages remaining # of pages printed for the day Cost per page Total Cost for print job To print the document: 1.
Click [Print] 2.
The document will be sent directly to the printer that is setup for that PC in the library. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 161 If the user clicks [Don’t Print], the document will not be printed. However, the print job is still available in the Jobs directory. Therefore, a staff member can print the document even after ending their session, as long as the PC is not restarted. To reprint, right click the Print Manager icon in the system tray and select Reprint Patron Jobs. Enter the Staff SAM password when prompted. Then enter the Patron Card Number and click [Search for Jobs]. Enter the correct Job ID and click [Print Job]. The selected document will be sent to the printer. Please note all print jobs are deleted from the Jobs Directory upon PC reboot. 162 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINT RELEASE STATION The Print Release Station operates on a dedicated computer, usually located next to the printer, and functions entirely from your library card number. No magnetic stripe or vend‐it card is required. Users simply enter a card number and PIN to review and print their documents from a client PC. They will only see their own documents and can choose to print or delete them. Please note when using multiple Print Release Stations, documents are sent to all the Print Release Stations. However, documents are only deleted from individual Print Release Stations. All undeleted documents remain at all the Print Release Stations until they are cleared by a staff member, or when PC reboots at the end of the day. Print Release Station Requirements 1. Must be installed on a dedicated PC, preferably close to the printer. 2. Must be on the same local network as the Client PCs. 3. Client PCs must be able to access the shared jobs directory on the Print Release Station, which is included during installation. 4. Must have the same printers (names and drivers) installed as the Client PCs. PRINT RELEASE STATION PROCESSING FROM SAM 9.0 CLIENT PC After users submit a document for printing on a Client PC, the confirmation window will display. 
Account Balance: user’s current account balance 
Number of Pages: number of pages is the current document 
Pages Printed: number of pages printed in this session 
Charge per Page: cost per page 
Total Charge: the total cost to print document 
Print: the document will be sent to the Print Release Station 
Don’t Print: the print request will be canceled, document will not be sent to the Print Release Station. After the user clicks on the Print Now button, the document will sent to the Print Release Station(s) as indicated on the confirmation window displayed. User can then release and print document(s) from the Print Release Station. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 163 USING THE PRINT RELEASE STATION Enter your Library Card: enter Library Card PIN: enter PIN (if required by Library) [Search Print Documents]: will display all print documents only for this user User will select a document Select desired language at the bottom of the screen: English: to run in English Español: to run in Spanish Print Job: to print selected document Delete Job: to delete the selected document I’m Finished: click when done with printing Cost of Selected Job: will display cost for printing document (based on # of pages and cost per page) Pages Printed: will indicate the number of pages printed Free Pages: the number of free pages (if allowed by library) Account Balance: user account balance If Library is using multiple Print Release Stations, documents are sent to all the Print Release Stations as shown above. When users either print or delete documents, they will no longer display in the queue on this Print Release Station. However, those documents still remain at all the other Print Release Stations. To protect the integrity of SAM account balances, users will be blocked from logging onto the Payment Center, Print Release Station and Copy Controller concurrently. Users can only log onto one of these devices at a time. 164 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINT RELEASE STATION CONFIGURATION The Library can customize the Print Release Station settings from the Print Release Station Configuration Screen. To access the Print Release Configuration Screen: 1.
From the main Print Release Station screen, press “Ctrl+S” 2.
Enter the Staff Password 3.
Click [OK] This will open the Print Release Station Configuration screen. 
Enable Clean Print Jobs Pop up: select to display a pop up box requiring a confirmation to delete print jobs from the Print Release Station. 
Require PIN to release document: select to require users to enter PIN to release documents 
Terminate Print Release Station: will close the Print Release Station application 
Upload Printer Drivers: only applicable if Library utilizing Wireless Printing 
Password: To change current Staff Password, enter the new Staff Password 
OK: to accept changes 
Cancel: to cancel changes CLOSE THE PRINT RELEASE STATION APPLICATION To close the Print Release Station application, click [Terminate Print Release Station] from the Print Release Station Configuration screen. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 165 SAM 9.0 INSTALLATION SUITE SAM CLIENT The following sections detail the installation procedure for SAM 9.0 Installation Suite. SAM 9.0 INSTALLATION WIZARD There is one installation wizard for installing SAM Client, SAM Server, SAM Activity Manager (staff interface), SAM Sign Up Station, and Print Release Station. This allows you to easily install SAM wherever you need it. (Remember to purchase additional licenses if needed when installing SAM. Contact Comprise for details). SAM CLIENT INSTALLATION SAM SERVER INFORMATION 
SAM Server: the IP address of the SAM server 
Look Up Zones: Click button to display a list of all Zones 
Zone ID: Select the Zone ID where PC will be added 
PC ID: PC ID 
Computer Name: the PC Name 
Computer IP: IP address of PC Enter all appropriate information and click [Save]. 166 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
ACCOUNT INFORMATION 
Account Name: Leave field empty unless SAM is to run only when a specific account is used to log into this PC (administrator, staff, public, etc.) 
Time: Use military time and enter HHMM (1330 for 01:30 PM) to designate the time for client software updates on this PC Click [Save]. CLIENT MODES 
SAM Default Mode: PC Manager is the Default Mode 
SAM Catalog Manager, no PRINT: OPAC Manager will be enabled with no SAM authentication and no PRINT 
SAM Catalog Manager, with PRINT: OPAC Manager will be enabled with PRINT and no SAM authentication Click [Save] PRINT MODES 
Disable Print Management: SAM Print Manager will be disabled 
Print Express: Print documents sent directly to selected Printer(s) 
Print Release Station: Print documents sent to the selected Print Release Station(s) IP(s). Print documents can be sent to multiple Print Release Stations 
Release Stations: Lists all existing Print Release Station(s) IP(s). 
Add ‐ add IP(s) to Release Station list. Click Add after each IP to add multiple Print Release Stations 
Delete ‐ delete IP(s) from Release Station list 
Download – download/install selected printer from the server 
Upload – upload selected printer to server Click [Save] Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 167 SIGN UP/RESERVATION 
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Standard Reservations – use Standard Reservations to reserve this PC Use a SIGN UP Station – use a Sign Up Station to reserve this PC SIGN UP Station IP – IP address of Sign Up Station PC Click [Save] 168 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SAM ACTIVITY MANAGER (STAFF INTERFACE) From the SAM 9.0 Installation Suite, select [SAM Activity Manager]. LOCATION 

SAM Server ‐ Enter the SAM Server IP address and the Zone ID Enable Sign Up – check box to enable Sign Up for this Zone 
Zone – Enter Zone Name VISITORY CARD SETTINGS 
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Library Prefix – Zone Prefix – Upper Limit ‐ Lower Limit ‐ SIGN UP STATION INFORMATION 
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Sign Up Station IP – Enter the Sign Up Station IP address Set – click to save LED TYPE 
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Alpha PPD – LED Model Alpha 7120 – LED Model Alpha Director – LED Model Click [OK] Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 169 SIGN UP STATION INSTALLATION From the SAM 9.0 Installation Suite, select [SAM Sign Up Station]. LOCATION 
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SAM Server ‐ Enter the SAM Server IP address and the Zone ID Enable Sign Up – check box to enable Sign Up for this Zone 
Main Zone – Enter the Primary Zone 
Zones – Enter Secondary Zone Names. Each Secondary Zone name should be followed by a ‘%’. (Adult%. For more then 1 Zone, Adult%Child%Teen%). SIGN UP STATION MODE 
Display Confirmation Windows – Select to display Sign Up messages boxes. “Congratulations…” and “Are you sure…”. Other Configuration Settings have to be set from the Sign Up Station via the Ctrl+S Configuration screen. Click [OK] 170 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINT RELEASE STATION INSTALLATION From the SAM 9.0 Installation Suite, click the Print Release Station button. LOCATION 

SAM Server ‐ Enter the SAM Server IP address Zone ID – Enter Zone ID. PRINTING INFORMATION 
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Create Black and White Printer ‐ to create a Black and White Printer on Print Release Station Create Color Printer ‐ to create a Color Printer on Print Release Station Require PIN to Release a Document ‐ to require users to enter a PIN in order to release a print document on Print Release Station SAM DIRECTORY INFORMATION 
Create SAM Directory Information: will create a SAM directory with a shared Jobs directory. The required shared Jobs directory can also be manually created in C:/Sam. Select all options that apply and click [OK] to complete Print Release Station installation. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 171 PRINT RELEASE STATION MODE ON THE SAM 9.0 CLIENT PC To enable the Print Release Mode on the Client PC, select the Print Modes tab. Select the Print Release Station option, enter the Print Release Station IP address, and click [Add]. A Library can elect to send print documents to multiple Print Release Stations. Please note when using multiple Print Release Stations, documents are sent to all the Print Release Stations. However, documents are only deleted from individual Print Release Stations. All documents remain at all the Print Release Stations until cleared at the end of day. To implement multiple Print Release Stations, enter all the Print Release Station IPs and click the Add button after entering each IP. Then click [Save]. Multiple Print Release Stations can be added from the SAM Administrator Interface in Zones. Under the Print section, enter all the Print Release Station IP addresses separated by a (;). 172 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
Comprise Best Practice recommendations: 1. Add printer on PC prior to installing SAM. 2. Use PCL or Post Script printer drivers 3. Host‐based printing is not supported by SAM ADD A PRINTER 1.
Start / Settings / Printers and Faxes / Add a Printer, will launch Add Printer Wizard. Click Next. 2.
Select Local printer attached to this PC. Click Next. 3.
Select either Use the following port to use existing port or Create a new port (Standard TCP/IP Port). Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 173 4.
Click Next to run the Add Standard TCP/IP Printer Port Wizard 5.
Enter the Printer IP Address and Port Name 6.
Click Finish 7.
Once the printer driver has been added, the icon will be added in the Printers and Faxes window. 174 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINTER CONFIGURATION 1.
If SAM does not recognize the printer driver or if access rights are not set correctly, SAM will not be able to configure the printer(s). To confirm correct printer configuration, right click on the printer icon and select properties. On the General tab, confirm the printer name and click OK. 2.
On the Sharing tab, select the: Do not share this printer option and click OK. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 175 3.
On the Ports tab, select the correct port configured for this printer and click OK. 4.
On the Advanced tab, ensure the last 4 options are not selected and click the Printer Processor button. 5.
The Print processor should be set to WinPrint with the Default data type: RAW and click OK. 176 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
6.
On the Security tab, add the Everyone group if not there. Set the Permissions for Everyone to allow full control (select all options) and click OK. 7.
Confirm successful printing of a Windows Test Page from the printer. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 177 SAM 9.0 TROUBLESHOOTING GUIDE SAM CLIENT ISSUES Issue SAM does not start on a single PC Cause  The SAM Client Remote Manager Service is not running on the PC.  SAM is not enabled for this Zone in the Administrative Interface.  Firewall is blocking access between the Client PC and the SAM server. Resolutions  Double click clientsrv.exe in the C:/SAM folder to start the service.  Log onto http://<SAM SERVER IP>/sam/index.html. From Zones / System Options, check [Enable SAM].  Turn off all firewalls. SAM cannot send / receive information to the server, staff PCs or sign up stations with firewall enabled. SCREEN DISPLAY Issue SAM image is skewed or covers the Library Card # and PIN boxes for logging in. Cause  The Theme image is not loading correctly due to the screen resolution. SAM welcome screen has “Sorry” and users cannot login. 
Your internet service has been interrupted briefly. 
Your internet service is down at this computer, in house or at your Internet Service Provider (ISP). Without Internet service, SAM cannot contact the server to authenticate users logging in. 
A gray box is displaying on the desktop and will not go away Windows or other automatic updates are trying to run. Resolutions  The Theme images are saved in C:\SAM\Themes. Depending on your screen resolution, you may have to make adjustments to display the image properly.  Wait a moment. The screen refreshes every 5 seconds or so. This could be a temporary aberration.  If only this PC is displaying the “Sorry” screen, check the network cable connection on this PC.  Contact your network administrator to find out if there have been any network changes that may have affected this PC.  Contact your Internet Service Provider.  Turn off automatic updates. You can set the PC to bring down the updates, but, wait for you to manually install them. Or, install them after exiting SAM. 178 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
USER LOGIN ISSUES Issue User cannot login Cause  User exceeded their total daily time (this could be an accumulation of time at this zone and time used at another zone over the course of the day).  User has used their total sessions per day.  Login privilege has been disabled for one session.  User access is blocked by SAM  User record is in use by SAM either because a previous session did not end correctly or the new session was not started completely.  SAM is scheduled to shut down PCs.  User is not successfully authenticated.  User is not using the correct PIN.  User is does not have a library card fully entered in the ILS system. Resolutions  Access user’s SAM patron record to check time used. Update time used by selecting a new allotment of time from the dropdown options. Or, reset time by selecting Reset Timer from Update Patron’s time.  Check the Reset User’s Logs box to reset Sessions to zero. Click [Save] at the top right corner.  Check consecutive sessions for this Zone.  Check the user’s SAM record and confirm the user status is not Inactive.  Check ILS record (Innovative, Sirsi, Polaris, etc.) to see if user’s ILS account status is not blocked, barred, expired, etc.  If library blocks users who owe more than a particular amount of money, check the user’s ILS account to see how much they owe in fines/fees.  Access the SAM user record, uncheck the [User is logged on PC] box, and Click [Save]  Check the library schedule.  Confirm user entered library card # and PIN correctly.  Check the [Change PIN /Password Next Time] box. Click [Save] at the top right corner. User will be required to enter a new PIN/Password on next login.  Check user’s ILS record, including all required fields. Variations in the ILS barcode field or typographical errors will cause SAM to not be able to locate and verify the user’s library record for the SAM authentication process to execute. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 179 SESSION ISSUES Issue Cause User was kicked off of SAM before a  User has used their daily time. full session was used. 
SAM is scheduled to shut down PCs. Resolutions  Access the user’s SAM record to check if user has accrued enough time to be blocked from SAM.  Check the schedule and shut down instructions from Zones / Schedule Options on the Administrator Interface ACTIVITY MANAGER ISSUES Issue Users are logged in but they are not displayed on the PC Activity Manager or the Sign Up Station Blank line(s) on top of the PC list Pause / Resume queue function not working correctly Send message and other staff functions do not work. Zone ID does not display on the PC Activity Manager. Cause  Windows fire wall or some other firewall is blocking network communication.  Sign Up Station or PC Activity Manager PC has a different IP address than the address set as Station in the Administrative Interface.  Changes have not been saved properly on the SAM server creating a conflict.  Resource list for Zone is incorrect  Sign Up Station IP address may be missing or incorrect  A firewall is enabled on the PC Activity Manager and/or the client PC blocking communication between the PC Activity Manager and client PC.  The C:\SAM\clntinfo.ini file does not have the correct information. Resolutions  Turn off all internal firewalls on your PCs. It could be the client PC or the PC Activity Manager.  Set a static IP on your Sign Up Station or PC or the PC Activity Manager PC that matches the Station setting. Restart Sign Up Station or PC Activity Manager PC first. Then restart client PCs. 
Contact Comprise to check the SQL table for your Zone. 
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Correct the resource list for the Zone Confirm Sign Up Station IP address 
Check PC Activity Manager first and disable firewalls confirm Port 2002 settings. Do the same with the client PCs. 
Check C:\SAM\clntinfo.ini file. It should have: [Branch] Name=<Zone ID> – Should match SAM Administrator Interface. [Branches] Names=< Zone ID>%. The “%” is required! Cannot print Visitor Cards 
A printer named “Visitor Cards Printer” does not exist on your staff PC. 
Rename your current printer or install another copy of the printer using “Visitor Cards Printer” as the printer name. 180 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
SIGN UP STATION ISSUES Issue Cause PC IDs are not displayed correctly or  Resource list for Zone is incorrect are missing. Cannot print SignUp Ticket  A printer named “SignUp Printer” does not exist on your Sign Up Station. Resolutions  Correct the resource list for the Zone 
Rename your current printer or install another copy of the printer using “SignUp Printer” as the printer name. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 181 PRINT ISSUES Issue No one can print from SAM Cause  First, confirm that this is a SAM issue by closing SAM and printing.  The printer is off, unavailable, unplugged, disconnected from the network, out of paper, or has an error (paper jam).  The printer has been renamed or it has had its IP address changed on the network. 
Internal network is down. You can ping the printer from any PC on that network to see if there is communication. SAM printing did not start when the PC started up. The SAM Print Icon is not present in the system tray. 
Error: “Due to printer settings, you cannot print this document…” 
# of pages in print job is greater than page limit set in the Web Interface under Print Options. The printer driver language in the Interface does not match with the driver selected on the client PC PCL language is not correct. 
# of pages and/or cost not accurate SAM print manager window does not display. Or, Print document encountered error… message comes up. 
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Word may have background printing enabled. SAM administrator interface has not been set up for this printer. Parameters need to be set each time a printer is added. 
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Any change in the name (spaces, caps, etc) will create another instance of the printer on the SAM server. Printer names should be consistent under Print Control on the SAM administrator interface and SAM client PCs. Resolutions  If you cannot print without SAM, printing problem is unrelated to SAM. If this is the case, contact your network administrator.  Check printer status.  Verify that the printer is at the IP address that is indicated in the “Print Options” in Sam Administrator Interface. Change either Interface settings or printer settings to match.  Check network cable connections. Reset your switch. Contact your network provider.  Restart the PC and ensure that SAM Printing is started. If not, check to see if there is any blocking software (Symantec or other brand) blocking this program and check the firewall.  Page limit may be set to 0 pages (0=can’t print). Change page limit to greater than 0.  Confirm printer driver language is same on Interface and client PC. 
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Try changing PCL language to PCL5, PCL6, or PCL7 Confirm Word does not have background printing enabled. Update administrator interface with correct printer parameters. Printer list with correct price per page, page limit, applications, and PCL language. Check the printer name on PC. Rename it to match the printer name on the SAM administrator interface under Print Control.
182 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
PRINT ISSUES (CONT) Issue SAM print manager window displays and print job is interrupted because the user has no $. SAM print manager window displays, user approves job, but nothing happens. Cause  User cannot print because they do not have money in their account. User thinks they should have sufficient funds.  Printer Security does not have the user: Everyone. SAM Print window displays, user 
approves job, the status box progresses, but nothing prints. SAM Print window displays, user 
approves job, the status box progresses, but the print job prints several pages of random characters. 
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Resolutions  Use print preview to see the page count of the document. Have user exit and re‐enter the account. 
Print Processor is not set to WinPrint with Data Type RAW. 
Printer driver not compatible with SAM. Printer PCL language not set or correct on SAM administrator interface. 
Enable Advanced Features box may be checked in printer properties. 
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In the printer properties, go to the Security tab. Confirm Everyone exists with all Allow boxes checked. If not, just add Everyone and check all Allow boxes. In the Print Processor window, select WinPrint with Data Type RAW. Load PCL driver from manufacturer’s web site or disk. In the SAM administrator interface, try PCL5, PCL6, or PCL7. Restart your computer and test. Confirm the Enable Advanced Features box is not checked. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 183 FREQUENTLY ASKED QUESTIONS How is the wait time at the Sign Up Station calculated? Wait time is calculated based on the number of patrons waiting, divided by the number of computers, multiplied by the average session time, plus the shortest of (the time left of the earliest session end OR the time left on Assigned List). Please note: The wait time is an estimate. What is the Free Page priority? 1. Control Zone 2. Modify User 3. Group Options 4. Free Page Options 184 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
GLOSSARY OF TERMS Branch (Term no longer applicable) A Branch is a term used to describe library locations in earlier versions of SAM. It is no longer used in SAM version 9.0 and later. Client (Unchanged from earlier versions) A Client is any PC on which Comprise proprietary software is installed; it is the secondary licensing unit for SAM software. Control Zone (Term referred to Zone in SAM v8.5 and earlier) A Control Zone is another way to configure SAM differently for certain PCs without acquiring additional Location licensing. Control Zones offer a limited subset of configuration options. Location (Term unchanged from earlier versions) A Location is a physical description; it is the primary licensing unit for SAM software. OPAC SAM Catalog PC. SAM offers flexibility in selecting links displayed within the catalog. For example, a user can click on a link and go to an author’s website. SAM will recognize the click to the author’s website as acceptable. The user will not be allowed to go past the number of “Clicks Beyond” specified in OPAC Options. If a user tries to go past the allowed clicks, SAM will automatically redirect the user to the Catalog Start Page URL. Region (Term unchanged from earlier versions) A region consists of one or more locations that are configured under the same Administrative authority but organized together so that their data and reports can be viewed by a specific authentication level. Zone (Term referred to Virtual Location in SAM v8.5 and earlier) A Zone is a way to configure SAM differently for certain PCs without acquiring additional Location licensing. A Zone is typically a section of a Location in which SAM is configured differently than elsewhere in that Location, for example, The Kids Section. Another use of a Zone differentiates PCs by purpose. For example, Express Computers can be configured under common Zone settings regardless of their physical location. All SAM configuration options resolve to the Zone level. Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 185 CHECK OUT THESE OTHER COMPRISE SOLUTIONS! – SALES: 800‐854‐6822 An access management, point of sale, or self‐service solution from Comprise is an investment in a flexible, expandable Smart web‐
based architecture. All Comprise' solutions can be leveraged from a single SmartServer linked with your library's ILS or organizations database. All Comprise solutions communicate with leading ILS databases, Microsoft SQL, and integrate seamlessly with each other offering unparalleled flexibility. Today you might be interested in access management, but tomorrow you find that you also need a financial management solution. Comprise offers you the flexibility to upgrade and expand with one server that can manage multiple locations from one central location. To purchase these add‐on products contact your Comprise Sales Representative at 800‐854‐6822. PC ACCESS MANAGEMENT SAM Professional is our flagship access management solution. It is available in two versions to meet the needs and objectives of different library and public service organizations. 100% centralized management, access automation, and privacy protection are core to both versions. Simpler SAM is our hosted version of SAM. It is our entry level access management program that allows smaller organizations to implement the core features of SAM without the overhead of a server or other networking hardware. POINT OF SALE Smart Money Manager is a point of sale solution specifically designed for the library environment. It links with your ILS to clear fines/fees in a single step, as well as handling waives and multiple family member payments. SELF‐SERVICE SOLUTIONS Payment Centers (Pictured Right) enable anyone to make self‐service payments and purchases without any staff involvement. They fully automate the handling of bills, coins, and bankcards, and return change for unspent funds. Use them to let patrons or visitors pay for fines, print, copy, or other charges. SmartPay allows patrons to make fine/fee payments and anyone to make donations to your library over the Internet. It’s easy to use, convenient, and runs from your website. 186 Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132
We’re Here to Help! CALL 800‐531‐0132 ©2011 COMPRISE TECHNOLOGIES, INC 1041 ROUTE 36 WEST PO BOX 425 NAVESINK, NJ 07752 SALES: 800‐854‐6822 CUSTOMER SUPPORT: 800‐531‐0132 TECHSUPPORT@COMPRISETECHNOLOGIES.COM WWW.COMPRISETECHNOLOGIES.COM Comprise Technologies, Inc © 2011 | Customer Support: 800‐531‐0132 187 
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