From 2f58cc74501e67b8e12645fee56596a3407b48df Mon Sep 17 00:00:00 2001 From: Robert Soulliere Date: Sun, 8 Aug 2010 12:08:46 -0400 Subject: [PATCH] add offline section. --- 1.6/stafftasks/circulation.xml | 846 +++++++++++++++++++++++++++++++++ 1 file changed, 846 insertions(+) diff --git a/1.6/stafftasks/circulation.xml b/1.6/stafftasks/circulation.xml index 90b5d60908..e49242fbe4 100644 --- a/1.6/stafftasks/circulation.xml +++ b/1.6/stafftasks/circulation.xml @@ -812,4 +812,850 @@ +
+ Offline Transactions + + Evergreen's Standalone Interface/Offline Interface is designed to log transactions during + network outage, which can be uploaded and processed once network operations are + restored. + + The terms “Offline Interface” and “Standalone Interface” mean the same thing - a separate + program to handle simple circulation tasks while the network is down. + + + To access Offline Interface, go to Staff Client login screen. Click + Standalone Interface button. + + + + + + + + + + Evergreen Standalone Interface will open. + + + + + + + + + +
+ + Patron Registration + + Patron registration on Evergreen Offline Interface records the minimum patron + information necessary to register a new patron. + + All fields, except Line 2 of Billing Address, on Patron + Registration screen are required. If your library does not record + information for any field, you need work out a standard fake value for it, e.g. + 1900-01-01 for Date of Birth. + + The account password will be automatically generated. Patrons can access their + account with the password after the offline transactions are uploaded and + processed. + + + + + + + Click Register Patron on the top menu bar. + + + + + + + + + + + + Patron Registration screen is displayed. + + + + + + + + + + + + + Fill in the form with patron information. Use the drop down list if available. + Click Save patron registration button. Click + OK on the confirmation pop-up window. + + + + + + + + + + + + + + + + +
+ +
+ + Check Out + + + + + + Click Check Out button to access check out screen. + + + + + + + + + + + The Standalone Check Out screen will open. + + + + + + + + + + Make sure the date (on the left end of the menu bar) is correct. + + + + + Scan the patron's library card barcode in Enter the patron's + barcode box. + + + + + + + + + + + + Check that the due date is correct. You may delete then type in a due date in + Enter the item due date box. You may also click + choose one of these dropdown list to select a relative due + date based on the loan period. + + + + + + + + + + + + Scan the items' bacode in Enter the item barcode box. It + will appear on the right side of the screen. + + + + + + + + + + + + For non-catalogued items, you may also click choose a non-barcode + option dropdown list to select a non-catalogued category. + + + + + + + + + Enter the number of items you want to check out, then click + OK on the prompt window. + + + + + + + + + + + Scan all items, changing the due date if necessary. + + + + + If you want to print receipt, make sure Print receipt? + checkbox is selected. + + + + + + + + + + + + Click Save these transactions. + + + + + + + + + + + + The default dates are based on your computer settings. + Pre-catalogued item circulation is not available on Offline Interface. If an existing pre-cat barcode + happens to be used, it will be checked out with the previous author and title. If a new pre-cat barcode is attempted, + an error of ASSET NOT FOUND (item not found) will be returned upon processing offline transactions. + +
+ +
+ + Renew + + To renew, you must know items barcode number. Patron's barcode is optional. + + + + + + To access renew function, click Renew button on the top + menu bar. + + + + + + + + + + + + Renew screen looks very similar to Check + Out screen. The differences are patron's barcode is optional on + Renew screen, and non-barcoded option is not available as + non-barcoded items can not be renewed. + + + + + + + + + + + Follow the same procedure as checking out described above. Skip patron barcode if + you do not have it. + + + + +
+
+ + In House Use + + + + + + To access In House Use, click In House + Use button on the top menu bar. + + + + + + + + + + + Make sure the date is correct. + + + + + + + + + + + Type in the number in Enter the number of uses of the item + box. + + + + + + + + + + + + Scan or type in the item barcode number in Enter the item + barcode box. + + + + + + + + + + + Repeat the above 2 steps until all items have been scanned. + + + + Click Save these transactions. Make sure Print + receipt? checkbox is selected if you want to print a receipt. + + + + + + + + + + +
+
+ + Check In + + + + + + Click Check In button on the top menu bar. + + + + + + + + + + + + Check In screen will open. + + + + + + + + + + + + Make sure the date is correct. + + + + + + + + + + + + Scan the items barcode in Enter item barcode box. The + number will be displayed on the right side fo the screen. + + + + + + + + + + Scan all items you want to check in. + + + + Click Save these transactions. If you need to print a + receipt, make sure Print receipt? checkbox is selected before + you save the transactions. + + + + + + + + + + + Without access to Evergreen database, items on holds or with special status will not + be captured in offline mode. Sitka Support Team recommends libraries not use check in + function on Standalone Interface if possible. + +
+ + +
+ + Uploading offline transactions + + + Once you are able to connect to the server, you need to upload the offline transactions. +  It is good practice to do this as soon as possible, but if the local system administrator + isn’t on site for a day or two do not panic. + + The terms Offline Interface and Standalone + Interface mean the same thing - a separate program to handle simple + circulation tasks while the network is down. + + Once you can connect to the server, there are 3 steps to uploading offline + transactions: + + + + Create a session: to be done by local + system administrators at an administration workstation. + + + Upload transactions to a session: to be + done by circulation staff at circulation workstations. + + + Process the uploaded transactions: to + be done by local system administrators at an administration workstation. + + + + Once the network has come back up, a local system administrator must first create a + session before uploading transactions. Then, staff can upload transactions from each of the + workstations used in offline circ to that session.  Once all of the branch workstations + have uploaded their transactions to the session, the manager will process all the + transactions from all the workstations at once. + + + Circulation Staff uploading transactions to the session does not put the transactions + into the Evergreen database. The transactions will not be + sent to the Evergreen database until the manager processes + the session. + + + + + Create a Session + + + + + Log into Evergreen with a local system administrator username and + password. + + + + + From the menu bar, select + Admin (-) + Offline Transaction Management + . + + + screenshot of staff client + + + + + + + + + + + + The Offline Transactions screen will open. Previously + created sessions will be listed in the Offline Sessions section. Otherwise, the + Offline Sessions section will be blank. + + + + + In the upper Offline Sessions section, click on the + Create button to create a new session. + + + screenshot of staff client + + + + + + + + + + + + + Enter a name for the session, like “Internet Down 2009-12-02”.  Click + OK. + + + screenshot of staff client + + + + + + + + + + + + + In the Offline Sessions section, highlight the session + you just created. An Uploaded Transactions section will + appear in the bottom of the screen. Initially, this section will be empty. +   + + + screenshot of staff client + + + + + + + + + + + + Inform library staff that the session has been created and what the session + name is. + + + + + + + Upload Workstation Transactions to a Session + + + Wait until the local system administrator has created a session and told you that + it's ready for your upload. There may be several sessions shown on the Offline + Transaction Management screen, so you will need the name of the correct + session from your local system administrator. + + + + Log into Evergreen with your regular username and + password. + + + + + From the menu bar, select + Admin (-) + Offline Transaction Management + . + + + + + The Offline Transactions screen will open. You should see + at least one session in the Offline Sessions section. You may + see old sessions listed there, as well. + + + + + In the upper Offline Sessions section, highlight the + correct session, then click Upload.   + + + screenshot of staff client + + + + + + + + + + + + + + + + When the uploading is finished,select the session in Offline Sessions + section. Now the value in the Upload Count column should + have been increased by 1. Your workstation should be listed in + Uploaded Transactions section now. + + + screenshot of staff client + + + + + + + + + + + + Inform your local system administrator that your transaction has been uploaded + to the session. + + + + + + You will need to do this for each workstation you have used for offline + circulation.  If your library has more than one workstations that have been used for + offline transactions you will see the other workstation sessions that have already + been uploaded.   + + + + + + Process the Transactions + + + Wait until all the appropriate staff workstations have uploaded their transactions to + your session. You should see the workstations listed in the Uploaded + Transactions section. You'll need to be logged into + Evergreen as a local system administrator to do the + processing step. + + + + Log into Evergreen with a local system + administrator's username and password. + + + + From the menu bar, select + Admin (-) + Offline Transaction Management + . + + + + + + Highlight the correct session and, if necessary, + Refresh to verify all the appropriate workstations + have uploaded their transactions to your session. + + + screenshot of staff client + + + + + + + + + + + + + Click on the Process button. + + + screenshot of staff client + + + + + + + + + + + + + The processing may take a while, depending on how many transactions you have + done. Click the Refresh button to check the status. The + processing is complete when the Processing? column shows + Completed. + + + screenshot of staff client + + + + + + + + + + + + The number in the Transactions Processed column is equal to + the number of items checked out or checked in.  For example, if there are 5 + transactions processed this could be 5 items checked out, or 3 items checked in and 2 + items checked out, or 5 items checked in.   + + + + + Exceptions + + + Exceptions are problems that were encountered during processing.  For example, a + mis-scanned patron barcode, an open circulation, or an item that wasn’t checked in + before it was checked out to another patron, would be listed as an exception. Those + transactions causing exceptions may not be loaded into Evergreen database. Staff should + examine the exceptions and take necessary action. + + + The example below shows several exceptions: + + + + screenshot of staff client + + + + + + + + + These are a few notes about possible exceptions. It is not an all-inclusive + list. + + + + Checking out a DVD with the wrong date (leaving due date set at +2 weeks + instead of +1 week) doesn't cause an exception. + + + Overdue books are not flagged as exceptions. + + + Checking out a reference book doesn't cause an exception. + + + Checking out an item belonging to another library doesn't cause an + exception. + + + The Standalone Interface doesn't recognize books on hold, + no exceptions will be generated for that. + + + The Standalone Interface will recognize blocked, barred, + and expired patrons as well as lost cards, IF you have recently done an + Admin (-) + Download Offline Patron List + on the workstation on which you're using the Standalone + Interface. You will get an error message indicating the patron + status from within the Standalone Interface at check-out + time. + + + + ROUTE-ITEM + Indicates the book should be routed to another branch or library system. + You'll need to find the book and re-check it in (online) to get the + Transit Slip to print. + + + + + COPY_STATUS_LOST + Indicates a book previously marked as lost was found and checked in. + + + + + CIRC_CLAIMS_RETURNED + Indicates a book previously marked as claimed-returned was found and checked + in. + + + + + ASSET_COPY_NOT_FOUND + Indicates the item barcode was mis-scanned/mis-typed. + + + + + ACTOR_CARD_NOT_FOUND + Indicates the patron's library barcode was mis-scanned/ mis-typed. + + + + + OPEN_CIRCULATION_EXISTS + Indicates a book was checked out that had never been checked in. + + + + + MAX_RENEWALS_REACHED + Indicates the item has already been renewed the maximum times allowed (or + it’s a video/DVD). + + + + +
+
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