Checkpoint Systems PRRO7100 Performa Portable Reader User Manual

Checkpoint Systems Inc Performa Portable Reader

User Manual

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The ILS Inventory WandPage 2 of 23Table of Contents1. THE ILS INVENTORY WAND.............................................................................................................................. 41.1. OVERVIEW........................................................................................................................................................... 41.2. POWERING UP THE INVENTORY WAND................................................................................................................ 41.3. POWERING UP AND CHARGING THE PPT 2700.................................................................................................... 51.3.1. Powering Up............................................................................................................................................... 51.3.2. Charging the Device................................................................................................................................... 51.3.3. Charging the Spare Battery........................................................................................................................ 61.3.4. Using the PPT 2700.................................................................................................................................... 71.3.5. Check on the Status of the Batteries ........................................................................................................... 71.4. COLLECTING INVENTORY DATA AND SCANNING LIBRARY MATERIALS ............................................................. 81.5. TRANSFERRING THE INVENTORY DATA COLLECTED......................................................................................... 111.6. SEARCHING THE INVENTORY............................................................................................................................. 121.6.1. Preparing a Search List File.................................................................................................................... 121.6.2. Search Mode Screen................................................................................................................................. 131.7. SHELF ORDER SEARCH...................................................................................................................................... 151.7.1. Selecting a Shelf Order Search File ......................................................................................................... 161.7.2. Shelf Order Search Screen ....................................................................................................................... 161.7.3. Shelf Order Alert ...................................................................................................................................... 171.7.4. Shelf Order Results................................................................................................................................... 191.8. WIRELESS OPERATIONS..................................................................................................................................... 211.9. HINTS ON USING THE PPT 2700 ........................................................................................................................22
The ILS Inventory WandPage 3 of 23Table of FiguresFIGURE 1-1: INVENTORY WAND.......................................................................................................................................... 4FIGURE 1-2: POWERING UP THE PPT 2700.......................................................................................................................... 5FIGURE 1-3: CHARGING THE PPT 2700 ............................................................................................................................... 6FIGURE 1-4: DOCKING THE PPT 2700 ................................................................................................................................. 6FIGURE 1-5: CHARGING THE SPARE BATTERY..................................................................................................................... 7FIGURE 1-6: SETTINGS PANEL ............................................................................................................................................. 7FIGURE 1-7: BATTERY STATUS............................................................................................................................................ 8FIGURE 1-8: CONNECTING CABLE TO PPT 2700 ................................................................................................................. 8FIGURE 1-9: TURNING PPT 2700 ON.................................................................................................................................. 9FIGURE 1-10: ILS INVENTORY MAIN SCREEN ..................................................................................................................... 9FIGURE 1-11: INVENTORY COLLECTION............................................................................................................................ 10FIGURE 1-12: INVENTORY COLLECTION IN PROGRESS...................................................................................................... 11FIGURE 1-13: INVENTORY WAND OPERATIONS ................................................................................................................ 12FIGURE 1-14: SELECT THE SEARCH LIST FILE SCREEN...................................................................................................... 13FIGURE 1-15: ITEM SEARCH SCREEN ................................................................................................................................. 14FIGURE 1-16: ITEM FOUND ALERT .................................................................................................................................... 15FIGURE 1-17: SELECT THE SHELF ORDER FILE.................................................................................................................. 16FIGURE 1-18: SHELF ORDER SEARCH SCREEN .................................................................................................................. 17FIGURE 1-19: SHELF ORDER ALERT – NOT IN LIST........................................................................................................... 18FIGURE 1-20: SHELF ORDER ALERT – OUT OF RANGE...................................................................................................... 19FIGURE 1-21: SHELF ORDER RESULTS SCREEN................................................................................................................. 20FIGURE 1-22: SHELF ORDER VIEW LIST SCREEN .............................................................................................................. 20FIGURE 1-23: WIRELESS PPT 2700 ILS INVENTORY MAIN SCREEN................................................................................. 21FIGURE 1-24: WIRELESS FILE TRANSFER SCREEN............................................................................................................. 22FIGURE 1-25: RUNNING PROGRAMS .................................................................................................................................. 23
The ILS Inventory WandPage 4 of 231. The ILS Inventory Wand1.1. OverviewThe Intelligent Library System (ILS) Inventory Wand is a key component in Checkpoint'sfamily of ILS products. Consisting of a lightweight, handheld sensing unit, the Inventory Wandcombines convenience with versatility. An extendable handle makes it easy to read itemsplaced in hard-to-reach areas, while the sophisticated antenna design and electronics makethe Inventory Wand the longest-range portable reader available. This feature is exceptionalwhen checking inventory or trying to locate materials that haven’t been shelved properly.The ILS Inventory Wand is designed with ease of use in mind. The handheld antenna containsthree LED's: the green light indicates power "on", the red light alerts the user that aCirculation Circuit is being read, and the yellow one indicates a low battery.The ILS Inventory Wand enables a fast, efficient and accurate method for taking inventory ofthe library material.The Portable Data Terminal (PPT 2700) enables data to be uploaded or downloaded from theILS Application Server, providing both inventory and search capability.Figure 1-1: Inventory Wand1.2. Powering Up the Inventory WandPrior to using the Inventory Wand for any significant inventory collection or inventory searchsession it is imperative that its battery is fully charged. Connect the battery to the batterycharger and plug the adapter into an outlet to begin charging. The estimated charging time is4-6 hours.
The ILS Inventory WandPage 5 of 23When the battery is completely charged, connect the Inventory Wand battery to the top of theInventory Wand. Once you have started using the Inventory Collection or the SearchInventory programs, the Inventory Wand will be powered up.1.3. Powering Up and Charging the PPT 27001.3.1. Powering UpPress the power button on the lower left-hand side of the terminal to turn the PPT 2700 onand off.Figure 1-2: Powering Up the PPT 2700Note: If you have not used the PPT 2700 within the configured time, the device will go intoPower Save mode. This means that the device will power down. To turn it on press the redpower button. You will be returned to the last screen presented prior to shut off.1.3.2. Charging the DeviceBefore using your terminal for the first time, charge the battery. Also, when battery voltage islow, a warning message appears indicating the battery needs to be charged. You can chargethe battery using the CRD 2700 cradle. Your terminal is equipped with a memory backupbattery that automatically charges from the main lithium-ion battery. This backup batteryretains data in memory when the terminal's battery is removed, and takes several hours tocharge when you first use your terminal.Note: If you remove your lithium-ion battery before the backup battery is fully charged, datamay be lost. For this reason DO NOT remove the battery within the first ten hours of use.Using the Cradle to Charge the BatteryTo charge the terminal's battery using the cradle:1. Connect the power supply to the power port on the back of the cradle, and the otherend of the power supply to a wall outlet.
The ILS Inventory WandPage 6 of 23Figure 1-3: Charging the PPT 27002. Insert the PPT 2700 terminal in the cradle.Figure 1-4: Docking the PPT 27003. The Terminal Charge LED turns red to indicate charging, then green when the batteryis fully charged. The terminal's battery is fully charged after approximately 2 1/2 hours.1.3.3. Charging the Spare BatteryTo charge a spare battery, insert the battery in the spare battery-charging slot in the back ofthe cradle, oriented so the contacts are facing down and towards the back of the cradle. Pressthe battery down into the slot until firmly seated.The Spare Battery Charge LED turns red to indicate charging, then green when the battery isfully charged. The battery is fully charged after approximately 2 1/2 hours.
The ILS Inventory WandPage 7 of 23Figure 1-5: Charging the Spare Battery1.3.4. Using the PPT 2700In this section the word tap is used instead of click because the stylus supplied must be usedto tap the touch screen. The stylus is stored in a silo on the back of the PPT 2700. Please referto the Symbol “PPT 2700 Series Quick Reference Guide” for information regarding use of thisdevice.1.3.5. Check on the Status of the BatteriesIt may become necessary to check the status of the PPT 2700’s battery power. To check thepower status of the battery:1. Tap the Windows icon in the upper left hand corner of the screen.2. Tap on the Settings menu item.3. Tap on the System tab at the bottom of the screen.Figure 1-6: Settings Panel
The ILS Inventory WandPage 8 of 234. Tap on the Power icon on this screen. This will show you the power status of both themain and the backup batteries. A warning will appear when either battery is low.Figure 1-7: Battery Status1.4. Collecting Inventory Data and Scanning LibraryMaterialsNow that the Inventory Wand has been initialized you are ready to start collecting inventoryinformation.1. Connect the cable from the Inventory Wand to the PPT 2700.Figure 1-8: Connecting Cable to PPT 27002. Turn the PPT 2700 on. To do this, press the red button in the lower-left hand corner ofthe device.
The ILS Inventory WandPage 9 of 23Figure 1-9: Turning PPT 2700 On3. Once you have started the PPT 2700, you will be presented with the ILS Inventory MainMenu Screen.Figure 1-10: ILS Inventory Main ScreenNote: If you are not presented with this screen, tap the start button in the upper-left handcorner of the screen. Tap on the "ILS Inventory" menu item provided in the start menu. Thiswill launch the program needed to collect and search the inventory.4. Tap on the Inventory Collection button located in the center of the screen.5. Tap the Start button located in the bottom-left hand corner of the screen. If a previousinventory collection file was not transferred to the ILS Server, you will be asked if youwant to append to the file. Answering Yes will continue the previous inventorycollection, and new items being appended to the file. If you answer No, you will beasked to confirm that you do not wish to keep the existing data. Tap OK if you aresure, and a new inventory file will be created. Tap Cancel and you will append to thefile. If you wanted to transfer the previous file, you can immediately tap done toinitiate a file transfer.
The ILS Inventory WandPage 10 of 23Figure 1-11: Inventory Collection6. Begin to scan the tagged items. Hold the wand in your hand about three inches fromthe material you wish to scan. Notice that the red light on the wand is now blinking.This indicates that the wand is detecting tagged materials. The wand can detectcirculation circuits up to a distance of 8 inches. Therefore it is important to keep thewand focused on the intended inventory items to avoid unwanted data from beingcollected.You will notice that once you have scanned a tag, the bar code number for that tag willappear on the PPT 2700 in the "Most Recently Scanned Items" field. The "Items Read"field will supply you with the total number of inventory tags read over time. The "AvailableMemory" field will supply you with the percentage of memory still available.7. Once you have completed scanning all of the desired tags, tap the DONE button.
The ILS Inventory WandPage 11 of 23Figure 1-12: Inventory Collection In Progress1.5. Transferring the Inventory Data CollectedOnce you have completed scanning the tags, you are ready to transfer the data.1. A pop up screen will appear asking you if you want to transfer the data collected. Tapthe OK button to do so.Note: If you wish to continue the inventory collection progress after you have pressed Done,then press Cancel to prevent file transfer and reenter inventory collection mode.2. (Batch Mode only) Unplug the cable from the bottom of the PPT 2700.3. (Batch Mode only) Dock the PPT 2700 into the cradle.4. A Transferring… screen will appear on the PPT 2700 while data is transferring to the ILSApplication Server.5. Once the transfer is completed, the ILS Application Server will display the InventoryWand Operations window. At this time the inventory you transferred is converted to atext file containing the list of barcodes. The file name and location will be displayed inthe Transfer Status Display window. The file is now ready to be transferred to thecirculation system. When the process is finished click the <Close> button.
The ILS Inventory WandPage 12 of 23Figure 1-13: Inventory Wand Operations6. The PPT 2700 will read "Transfer Complete". Tap the OK button. This will return youto the ILS Inventory Main Screen. You may begin another inventory collection byselecting Start, or exit to the main screen by clicking the ok button found at the top-right of the screen.1.6. Searching the InventoryTo begin searching the inventory, tap the <Item Search> button located in the bottom righthand corner of the ILS Inventory Main Screen. An Item Search file must be prepared on theILS Application Server.1.6.1. Preparing a Search List FileAn Item Search List file is identified by the “.psl” file extension. The file can be created fromthe results of other search operations, or may be transferred from the ILS Application Serverto the PPT 2700. The file may be created by a report on the circulation system, or simply byusing Notepad to enter barcodes.
The ILS Inventory WandPage 13 of 23Figure 1-14: Select the Search List File ScreenTransferring and Selecting the Search List File1. To transfer a search list file (or files) from the ILS Application Server, it must be placedin the synchronization directory for your PPT 2700. There should be a shortcut to thisdirectory on the desktop of the Application Server. Once the file is in the correctlocation, dock the PPT 2700 and the file(s) will be automatically transferred. Refer tothe Wireless Operations sections for details of file transfer using a Wireless PPT 2700.2. Once the files have been transferred, tap the <Item Search> button. The Select theSearch List File screen is used to choose the desired file. The down arrow to the right ofthe Type field can be used to choose files of other types that can be used as searchlists. Tap the file name to select it to be used for the search. The <Cancel> button atthe top-right can be used to return to the main screen.1.6.2. Search Mode ScreenThere are several ways to view information on the Search Mode Screen.Option 1 - Check the Items Found button: This will show you all of the barcodes that werefound in the field below.Option 2 - Check the Items Not Found button: This will show you all of the barcodes thatthe system has not yet found.Option 3 - Check the Show All Items button: This will show you both the Items Found andthe Items Not Yet Found. This is the default selection. Tap the other buttons at any time tochange the view.When the Alerts enabled button is checked, an alert display and sound will occur for each itemthat is found. The search will stop temporarily, allowing you to locate the item found on theshelf. Tap this button to disable this feature.Tap the Start button to begin searching for the barcodes. You will notice that the barcodedisplay field(s) will begin to reflect changes in the status of the search items, depending on
The ILS Inventory WandPage 14 of 23the search option you chose. “Items found” will be listed as you find them. “Items not found”will be removed from the list as you find them.Figure 1-15: Item Search ScreenBegin to scan the inventory items. Hold the wand in your hand about three inches from thematerial you wish to scan. Notice that the red light on the wand is now on. This indicatesthat the wand is detecting tagged materials. The wand can detect circulation circuits up to adistance of 8 inches. Therefore it is important to keep the wand focused on the intendedinventory items to avoid unwanted data from being collected.Note: While the red light may flash when the scanner detects any tag, a barcode will onlyappear in the “Items found” list if it matches an item present in your Search Items list.When an alert is displayed, the barcode, shelf location, and title of the item will be displayed.Tap the <Continue> button to resume the search.
The ILS Inventory WandPage 15 of 23 Figure 1-16: Item Found AlertWhen you are finished searching tap the <Done> button at the bottom of the screen. If all ofthe items are found, an alert screen will notify you. Tap the Ok button to continue. At thistime, the Item Search result files will be generated. A pop-up will appear asking you to "Pleasedock the PPT 2700 unit and press OK to begin transfer of the Search Results file". Tap the OKbutton. (Note: In Wireless mode the file transfer is automatic.)Note: If you would like to abort the file transfer, tap the Cancel button on this pop up. Youwill then be back at the Item Search screen.The Search Results file will be transferred to the configured directory on the ILS ApplicationServer. Refer to section 1.5 Transferring the Inventory Data Collected for details. This filewill list all of the barcodes searched. If a barcode was found, the date and time of the searchwill be listed. If the barcode was not found, the date and time will not be listed.Two additional files will also be created to list the items found and the items not found. Theitems found file will have the file extension “.psf”. The items not found file will have the fileextension “.psm”. The filename of the item search list file will be used, with the appropriatefile extension added. These files may be used to perform another search, or may be processedas results of the search on the circulation system.1.7. Shelf Order SearchThe Shelf Order search may be used to verify the contents of a shelf against a shelf order listgenerated by the circulation system. Items scanned will be compared to the shelf order list todetermine if they are “in order”, “not in the list”, or “not found”. This allows for verificationand sorting of the shelf contents. This is another method available for performing inventory.To begin a Shelf Order search, tap the <Shelf Order> button located at the bottom-left of theILS Inventory Main Screen.
The ILS Inventory WandPage 16 of 231.7.1. Selecting a Shelf Order Search FileAn Shelf Order Search file is identified by the “.pso” file extension. The file can be transferredfrom the ILS Application Server to the PPT 2700. The file can be created by a running a ShelfOrder report on the circulation system.Figure 1-17: Select the Shelf Order FileTransferring and Selecting the Shelf Order File1. To transfer a shelf order file (or files) from the ILS Application Server, it must beplaced in the synchronization directory for your PPT 2700. There should be ashortcut to this directory on the desktop of the Application Server. Once the file isin the correct location, dock the PPT 2700 and the file(s) will be automaticallytransferred. Refer to the Wireless Operations sections for details of file transferusing a Wireless PPT 2700.2. Once the files have been transferred, tap the <Shelf Order> button. The Select theShelf Order File screen is used to choose the desired file. The down arrow to theright of the Type field can be used to choose files of other types that can be used asshelf order lists. Tap the file name to select it to be used for the search. The<Cancel> button at the top-right can be used to return to the main screen.1.7.2. Shelf Order Search ScreenThe Shelf Order Search screen has an Alerts Enabled button. When this button is checked, analert display and sound will occur for items of interest. Tap this button to disable alerts. Alertswill occur for the following reasons:1. Out of range – the item read was found in the Shelf Order list, but was not locatedclose enough to the last item in the shelf order.2. Not in list – the item read was not found in the Shelf Order list.The Offset in use display indicates the current setting for the offset used to determine whenan item is considered to be in shelf order. An offset is needed because the wand can readitems in a “random” order within its read range. The offset may be adjusted by changing the
The ILS Inventory WandPage 17 of 23number and tapping the <Set> button. This allows for adjustment when items of differentthickness are being scanned.Tap the Start button be begin the Shelf Order Search. You must begin reading items at thestarting shelf location in the list.The Shelf Order Search screen displays the following information:1. Items in file – the original count of the items read from the Shelf Order file.2. Items Read – the number of items read during the search.3. Items in order – the number of items that were read in shelf order.4. Items not in order – the number of items that were read that are not in shelf order.Figure 1-18: Shelf Order Search ScreenThe Offset in use and the Alerts enabled settings may be changed at any time during thesearch.When you are finished searching tap the <Done> button at the bottom of the screen. If all ofthe items shelf order list are found, an alert screen will notify you. Tap the Ok button tocontinue.1.7.3. Shelf Order AlertWhen a Shelf Order Alert is displayed for an item that is not in the list, only the barcode willbe displayed. The Item Status field will indicate “Not in List”.The <Show Prev.> button will display the previous item read. You can tap this button todisplay the last item in order to assist in locating the item on the shelf. This item shouldprobably be removed from the shelf, since it is not in the shelf order list.The <Show Next> button will display the next item read.The <Show Item> button returns the display to the item that is not in the list.Tap the Continue button when you are ready to resume the scan. Be sure to start at theposition you were in when the alert occurred.
The ILS Inventory WandPage 18 of 23Figure 1-19: Shelf Order Alert – Not in ListWhen a Shelf Order Alert is displayed for an item that is not in shelf order, the barcode, shelflocation, and title will be displayed. The Item Status field will indicate “Out of Range”.The <Show Prev.> button will display the previous item read. You can tap this button todisplay the last item in order to assist in locating the item on the shelf. This item shouldprobably be repositioned on the shelf, since it was found in the wrong order in the shelf orderlist.The <Show Next> button will display the next item read.The <Show Item> button returns the display to the item that is not in the list.The Offset to last item in order field will display the offset value from the last item read inorder. For an alert to occur, this offset is greater than the Offset in use that is displayed.Tap the Continue button when you are ready to resume the scan. Be sure to start at theposition you were in when the alert occurred.
The ILS Inventory WandPage 19 of 23Figure 1-20: Shelf Order Alert – Out of RangeRemember that the Offset in use and the Alert enable settings may be changed once thesearch is resumed.1.7.4. Shelf Order ResultsWhen the shelf order search is completed, the Shelf Order Results screen is displayed. Youcan create result files of various types, including a new search list file. The entire list of itemsread may be displayed and scrolled through. Note that there is no prompt given to perform filetransfer at this point. Once the result files have been created, you can dock the PPT 2700 tocopy the files to the ILS Application Server. Refer to the Wireless Operations sections fordetails of file transfer using a Wireless PPT 2700.The Shelf order results window shows the counters from the completed search. Tap on thecounter of interest before selecting one of the file buttons.The <New Search List> button will create a new Search List file “.psl” that can be used toperform a new Item Search. For example, if the “Items not in file” line is selected, a newsearch could be performed to locate the items that do not belong on the shelf.The <Create File> button will create a new Search Order Result file. The type of file created isselected based on which counter is selected in the Shelf order results window. The fileextension is indicated in parentheses below.1. Items in file – the original count of the items in the Shelf Order file. (no file is created.)2. Items in order – the number of items that were read in shelf order. (“.pio”)3. Items out of order – the number of items that were read that are not in shelf order.(“.poo”)4. Items not found – the number of items in the Shelf Order file that were not found.(“.pmi”)5. Items not in file – the number of items read that were not in the Shelf Order file.(“.pnl”)
The ILS Inventory WandPage 20 of 23The File Created field shows the path of the file that was last created when either the <NewSearch List> or <Create File> button was selected.Figure 1-21: Shelf Order Results ScreenThe View List button uses the Shelf Order View List screen to display the entire results of thescan. Each item read will be displayed in order, with the appropriate status information. Usethe <Show Prev.> and <Show Next> buttons to step through the list.Tap the Done button to return to the Shelf Order Results screen.Figure 1-22: Shelf Order View List Screen
The ILS Inventory WandPage 21 of 23Tap the Done button when you are finished with the Shelf Order Results screen. The ShelfOrder screen will be displayed. Tap the Ok button at the top-right of the screen to return tothe ILS Inventory main screen. Or, you may tap the Start button to repeat the last Shelf Ordersearch.1.8. Wireless OperationsThe Wireless PPT 2700 offers the ability to transfer files to and from the ILS Application Serverusing the Wireless network. To transfer files, select the <Wireless File Transfer> button fromthe ILS Inventory Main Screen.Figure 1-23: Wireless PPT 2700 ILS Inventory Main ScreenThe top line of the screen indicates the direction of the file transfer currently selected.The down arrow to the right of the “All Files (*.*)” line allows you to choose the file type to bedisplayed. When a new selection is made, the file list displayed below will be updated.To transfer a file, tap the file name, then tap the <Copy File> button. Only one file at a time istransferred.The Status field displays the results of the file transfer. When it completes successfully, the fileis removed from the list. Any error will be indicated in this field.Tap the <Get Files> button to change the file transfer direction to copy files from the ILSApplication Server to the PPT 2700.Tap the <Put Files> button to change the file transfer direction to copy files from the PPT2700 to the ILS Application Server.Tap the Done button when you are finished with the Wireless File Transfer screen.
The ILS Inventory WandPage 22 of 23Figure 1-24: Wireless File Transfer Screen1.9. Hints on Using the PPT 2700There are no double-clicks on the PPT 2700 unit. All actions are accomplished by a single tap.If you have not used the PPT 2700 within the configured time, the device will go into PowerSave mode. This means that the device will turn off. To turn it back on, press the red powerbutton. You will be returned to the last screen presented prior to shut off.If you have trouble closing the ILS Inventory Program, tap on the Windows icon in the upperleft hand corner of the screen. Tap on the Systems tag and then on the memory icon. Tap onthe Running Programs tab. This will show you all of the programs currently running. To closeonly one program, highlight the program name and tap the Stop button. To stop allprograms, simply tap the Stop All button.
The ILS Inventory WandPage 23 of 23Figure 1-25: Running Programs

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