circ:circulation:offline
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circ:circulation:offline [2018/07/25 21:15] – [Viewing Offline Transactions without Exporting] tmccanna | circ:circulation:offline [2023/05/12 15:10] (current) – [Problems That May Not Generate Exceptions] tmccanna | ||
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====== Offline Circulation ====== | ====== Offline Circulation ====== | ||
- | There are times when the full PINES functionality is unavailable – during a PINES upgrade, or unexpected outage, when a libraries | + | There are times when the full PINES functionality is unavailable – during a PINES upgrade, or unexpected outage, when a library' |
- | Rather than shutting down all circulation operations or trying to track checkouts on paper, you can use the Evergreen Offline Interface to process checkouts. There are several advantages over the paper method, 1) the barcode scanner can be used to reduce typing errors and save time, and 2) a receipt will print after each checkout. | + | Rather than shutting down all circulation operations or trying to track checkouts on paper, you can use the Evergreen Offline Interface to process checkouts. There are several advantages over the paper method: 1) the barcode scanner can be used to reduce typing errors and save time, and 2) a receipt will print after each checkout. |
This interface stores a local transactions file that contains information about all of the circulation actions made while offline. When the computer can reconnect to the PINES server, that offline file must be uploaded and processed as soon as possible. | This interface stores a local transactions file that contains information about all of the circulation actions made while offline. When the computer can reconnect to the PINES server, that offline file must be uploaded and processed as soon as possible. | ||
+ | <note important> | ||
===== Set Up ===== | ===== Set Up ===== | ||
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- Bookmark the offline circulation page in your browser: | - Bookmark the offline circulation page in your browser: | ||
* [[https:// | * [[https:// | ||
- | - If you are using Hatch, | + | - If you are using Hatch, |
- | * [[circ: | + | - Log in to the staff client, register a workstation, |
- | {{ : | + | [{{ : |
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**Checkout** | **Checkout** | ||
- | {{ : | + | [{{ : |
- Click on the Checkout tab. | - Click on the Checkout tab. | ||
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- Click the Register Patron tab. | - Click the Register Patron tab. | ||
- Verify that the screen is showing All Fields. | - Verify that the screen is showing All Fields. | ||
- | - Complete the registration form as you normally would (see: [[:circ: | + | - Complete the registration form as you normally would (see: [[circ: |
- Click the Save button. | - Click the Save button. | ||
- Click the Save Transactions button. | - Click the Save Transactions button. | ||
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===== Uploading the Offline Transactions ===== | ===== Uploading the Offline Transactions ===== | ||
- | {{ : | + | [{{ : |
Once you are able to reconnect to the PINES server and log into Evergreen, you will need to upload and process all of the activities that were recorded while you were offline. (This needs to be repeated for each workstation that used the offline interface.) | Once you are able to reconnect to the PINES server and log into Evergreen, you will need to upload and process all of the activities that were recorded while you were offline. (This needs to be repeated for each workstation that used the offline interface.) | ||
- | {{ : | + | [{{ : |
- Log in and go to Circulation > Offline Circulation. | - Log in and go to Circulation > Offline Circulation. | ||
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**OPEN_CIRCULATION_ EXISTS** \\ Indicates a book was checked out that had never been checked in. This is not usually an issue because the book should usually appear on the patron' | **OPEN_CIRCULATION_ EXISTS** \\ Indicates a book was checked out that had never been checked in. This is not usually an issue because the book should usually appear on the patron' | ||
- | **PATRON_ACCOUNT_EXPIRED: | + | **PATRON_ACCOUNT_EXPIRED: |
==== Problems That May Not Generate Exceptions ==== | ==== Problems That May Not Generate Exceptions ==== | ||
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* Checking out an item belonging to another library. | * Checking out an item belonging to another library. | ||
* Checking out a book on hold for another patron. | * Checking out a book on hold for another patron. | ||
+ | |||
+ | ==== Internal Server Error ==== | ||
+ | |||
+ | If you receive an " | ||
+ | |||
===== Importing and Exporting Pending Transactions ===== | ===== Importing and Exporting Pending Transactions ===== | ||
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- You should be able to view the value for each offline transaction that has not yet been uploaded. | - You should be able to view the value for each offline transaction that has not yet been uploaded. | ||
- | {{ : | + | [{{ : |
**In Chrome:** | **In Chrome:** | ||
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- Expand each row to see the data. | - Expand each row to see the data. | ||
- | {{ : | + | [{{ : |
circ/circulation/offline.1532553301.txt.gz · Last modified: 2018/10/11 20:15 (external edit)