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circ:circulation:offline [2018/10/11 20:15] – external edit 127.0.0.1circ: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 internet or local network service goes down, or when doing outreach in an area without an available internet connection.+There are times when the full PINES functionality is unavailable – during a PINES upgrade, or unexpected outage, when a library'internet or local network service goes down, or when doing outreach in an area without an available internet connection.
  
-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 method1) 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 method1) 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>**Do Not Clear Cookies or Local Database:** Offline transactions are stored locally within the browser's built-in storage. If you perform offline transactions and then clear your cookies or delete your browser's local database before uploading the offline transactions to the server, then those offline transactions will be lost. (Clearing cache is fine.) </note>
 ===== 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://gapines.org/eg/staff/offline-interface|https://gapines.org/eg/staff/offline-interface]]       * [[https://gapines.org/eg/staff/offline-interface|https://gapines.org/eg/staff/offline-interface]]
-  - If you are using Hatch, your Offline printing settings will need to be set up.  +  - If you are using Hatch, you may need to disable it in order to print while offline.  
-      * [[circ:workstations:hatch#configure_printers|Hatch Instructions]]+  - Log in to the staff client, register a workstation, and click through the Check Out, Check In, and Register Patron pages (this loads information into the browser's local storage for use when offline). 
  
-{{ :circ:circulation:offline-menu.jpg?direct&400 |}}+[{{ :circ:circulation:offline-menu.jpg?direct&400 |}}]
  
  
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 **Checkout** **Checkout**
  
-{{ :circ:circulation:offline-interface.jpg?direct&600 |}}+[{{ :circ:circulation:offline-interface.jpg?direct&600 |}}]
  
   - 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:accounts:new_user|Creating New Patron Accounts]]).+  - Complete the registration form as you normally would (see: [[circ:accounts:new_patron_accounts|Creating New Patron Accounts]]).
   - 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 =====
  
-{{ :circ:circulation:offline-upload.jpg?direct&500 |}}+[{{ :circ:circulation:offline-upload.jpg?direct&500 |}}]
  
 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.)
  
-{{ :circ:circulation:offline-sessions.jpg?direct&600 |}}+[{{ :circ:circulation:offline-sessions.jpg?direct&600 |}}]
  
   - 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's account correctly even though the error appears on this list. However, you should look up the item's history to be sure that it is showing up correctly and no longer indicates that it is checked out to the previous 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's account correctly even though the error appears on this list. However, you should look up the item's history to be sure that it is showing up correctly and no longer indicates that it is checked out to the previous patron.
  
-**PATRON_ACCOUNT_EXPIRED:** \\ If you are downloading the offline patron list on a daily basis, and if the Circulation Staff are paying attention to the error messages that pop up while using the Standalone Client, you should rarely see this error. On the occasions you do see it, go into the patron’s account and renew their card for a few days. Make a note in the patron’s account to renew their card the next time they are in the library and check out the items to that card. You may also wish to add a message to the Patron Message Center (see: [[:circ:accounts:messages|Alerts, Notes, and Messages]]) to alert them that they'll need to renew their card (see: [[:circ:accounts:update_user#card_expiration_and_renewal|Card Expiration and Renewal]]) the next time they come into the library.+**PATRON_ACCOUNT_EXPIRED:** \\ If you are downloading the offline patron list on a daily basis, and if the Circulation Staff are paying attention to the error messages that pop up while using the Standalone Client, you should rarely see this error. On the occasions you do see it, go into the patron’s account and renew their card for a few days. Make a note in the patron’s account to renew their card the next time they are in the library and check out the items to that card. You may also wish to add a message to the Patron Message Center (see: [[:circ:accounts:messages|Alerts, Notes, and Messages]]) to alert them that they'll need to renew their card (see: [[circ:accounts:update_accounts#card_expiration_and_renewal|Card Expiration and Renewal]]) the next time they come into the library.
  
 ==== 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 "Internal Server Error" message when attempting to complete the process, please submit a Help Desk ticket with details. 
 +
  
 ===== 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. 
  
-{{ :circ:circulation:local-storage-ff.jpg?direct&600 |}}+[{{ :circ:circulation:local-storage-ff.jpg?direct&600 |}}]
  
 **In Chrome:** **In Chrome:**
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   - Expand each row to see the data.   - Expand each row to see the data.
  
-{{ :circ:circulation:local-storage-chrome.jpg?direct&600 |}}+[{{ :circ:circulation:local-storage-chrome.jpg?direct&600 |}}]
  
circ/circulation/offline.1539288954.txt.gz · Last modified: 2018/10/11 20:15 by 127.0.0.1