</section>\r
</section>\r
</section>\r
+ <section xml:id="offlinetransactions">\r
+ <title>Offline Transactions</title>\r
+ \r
+ <para>Evergreen's Standalone Interface/Offline Interface is designed to log transactions during\r
+ network outage, which can be uploaded and processed once network operations are\r
+ restored.</para>\r
+\r
+ <para>The terms “Offline Interface” and “Standalone Interface” mean the same thing - a separate\r
+ program to handle simple circulation tasks while the network is down. </para>\r
+\r
+ <informalfigure>\r
+ <para>To access Offline Interface, go to Staff Client login screen. Click\r
+ <guibutton>Standalone Interface</guibutton> button. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-1.png "/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ <informalfigure>\r
+ <para>Evergreen Standalone Interface will open. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-2.png "/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+\r
+ <section>\r
+ <info>\r
+ <title>Patron Registration</title>\r
+ </info>\r
+ <para>Patron registration on Evergreen Offline Interface records the minimum patron\r
+ information necessary to register a new patron.</para>\r
+ <tip>\r
+ <para>All fields, except Line 2 of Billing Address, on <guilabel>Patron\r
+ Registration</guilabel> screen are required. If your library does not record\r
+ information for any field, you need work out a standard fake value for it, e.g.\r
+ 1900-01-01 for Date of Birth.</para>\r
+\r
+ <para>The account password will be automatically generated. Patrons can access their\r
+ account with the password after the offline transactions are uploaded and\r
+ processed.</para>\r
+\r
+ </tip>\r
+\r
+ <procedure>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Register Patron</guibutton> on the top menu bar.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-24.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para><guilabel>Patron Registration</guilabel> screen is displayed.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-25.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Fill in the form with patron information. Use the drop down list if available.\r
+ Click <guibutton>Save patron registration</guibutton> button. Click\r
+ <guibutton>OK</guibutton> on the confirmation pop-up window.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-26.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+\r
+ </step>\r
+\r
+\r
+\r
+\r
+\r
+ </procedure>\r
+\r
+ </section>\r
+\r
+ <section xml:id="offline-check-out">\r
+ <info>\r
+ <title>Check Out</title>\r
+ </info>\r
+\r
+ <procedure>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Check Out</guibutton> button to access check out screen. </para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-3.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>The Standalone Check Out screen will open.</para>\r
+ <para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-4.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Make sure the date (on the left end of the menu bar) is correct.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Scan the patron's library card barcode in <guilabel>Enter the patron's\r
+ barcode</guilabel> box. </para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-5.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Check that the due date is correct. You may delete then type in a due date in\r
+ <guilabel>Enter the item due date</guilabel> box. You may also click\r
+ <guimenu>choose one of these</guimenu> dropdown list to select a relative due\r
+ date based on the loan period. </para>\r
+ <para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-6.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Scan the items' bacode in <guilabel>Enter the item barcode</guilabel> box. It\r
+ will appear on the right side of the screen. </para>\r
+\r
+\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-7.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+ <step>\r
+ <informalfigure>\r
+ <para>For non-catalogued items, you may also click<guimenu> choose a non-barcode\r
+ option </guimenu> dropdown list to select a non-catalogued category.</para><para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-8.png"/>\r
+ </imageobject>\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+\r
+ <informalfigure>\r
+ <para>Enter the number of items you want to check out, then click\r
+ <guibutton>OK</guibutton> on the prompt window.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-9.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Scan all items, changing the due date if necessary.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>If you want to print receipt, make sure <guilabel>Print receipt?</guilabel>\r
+ checkbox is selected.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-10.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Save these transactions</guibutton>.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-11.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+\r
+ </informalfigure>\r
+ </step>\r
+ </procedure>\r
+ <tip>\r
+ <para>The default dates are based on your computer settings.</para>\r
+ <para>Pre-catalogued item circulation is not available on Offline Interface. If an existing pre-cat barcode \r
+ happens to be used, it will be checked out with the previous author and title. If a new pre-cat barcode is attempted, \r
+ an error of ASSET NOT FOUND (item not found) will be returned upon processing offline transactions.</para>\r
+ </tip>\r
+ </section>\r
+\r
+ <section>\r
+ <info>\r
+ <title>Renew</title>\r
+ </info>\r
+ <para>To renew, you must know items barcode number. Patron's barcode is optional.</para>\r
+ <procedure>\r
+\r
+ <step>\r
+\r
+ <informalfigure>\r
+ <para>To access renew function, click <guibutton>Renew</guibutton> button on the top\r
+ menu bar.</para>\r
+\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-12.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+\r
+ </step>\r
+ <step>\r
+ <informalfigure>\r
+ <para><guilabel>Renew</guilabel> screen looks very similar to <guilabel>Check\r
+ Out</guilabel> screen. The differences are patron's barcode is optional on\r
+ <guilabel>Renew</guilabel> screen, and non-barcoded option is not available as\r
+ non-barcoded items can not be renewed. </para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-13.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Follow the same procedure as checking out described above. Skip patron barcode if\r
+ you do not have it.</para>\r
+ </step>\r
+\r
+\r
+ </procedure>\r
+ </section>\r
+ <section>\r
+ <info>\r
+ <title>In House Use</title>\r
+ </info>\r
+ <para/>\r
+ <procedure>\r
+ <step>\r
+ <informalfigure>\r
+ <para>To access <guilabel>In House Use</guilabel>, click <guibutton>In House\r
+ Use</guibutton> button on the top menu bar.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-14.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Make sure the date is correct.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-15.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Type in the number in <guilabel>Enter the number of uses of the item</guilabel>\r
+ box.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-16.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Scan or type in the item barcode number in <guilabel>Enter the item\r
+ barcode</guilabel> box.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-17.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Repeat the above 2 steps until all items have been scanned.</para>\r
+ </step>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Save these transactions</guibutton>. Make sure <guilabel>Print\r
+ receipt?</guilabel> checkbox is selected if you want to print a receipt.</para>\r
+ <para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-18.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+ </procedure>\r
+\r
+ </section>\r
+ <section>\r
+ <info>\r
+ <title>Check In</title>\r
+ </info>\r
+\r
+ <procedure>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Check In</guibutton> button on the top menu bar.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-19.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para><guilabel>Check In</guilabel> screen will open.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-20.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Make sure the date is correct.</para>\r
+ <para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-21.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Scan the items barcode in <guilabel>Enter item barcode</guilabel> box. The\r
+ number will be displayed on the right side fo the screen.</para>\r
+ <para><mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-22.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ <step>\r
+ <para>Scan all items you want to check in.</para>\r
+ </step>\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click <guibutton>Save these transactions</guibutton>. If you need to print a\r
+ receipt, make sure <guilabel>Print receipt?</guilabel> checkbox is selected before\r
+ you save the transactions.</para>\r
+ <para> <mediaobject>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-23.png"/>\r
+ </imageobject>\r
+ </mediaobject></para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+ </procedure>\r
+ <caution>\r
+ <para>Without access to Evergreen database, items on holds or with special status will not\r
+ be captured in offline mode. Sitka Support Team recommends libraries not use check in\r
+ function on Standalone Interface if possible.</para>\r
+ </caution>\r
+ </section>\r
+\r
+\r
+ <section>\r
+ <info>\r
+ <title>Uploading offline transactions</title>\r
+ </info>\r
+\r
+ <para>Once you are able to connect to the server, you need to upload the offline transactions.\r
+ It is good practice to do this as soon as possible, but if the local system administrator\r
+ isn’t on site for a day or two do not panic.</para>\r
+\r
+ <para>The terms <guilabel>Offline Interface</guilabel> and <guilabel>Standalone\r
+ Interface</guilabel> mean the same thing - a separate program to handle simple\r
+ circulation tasks while the network is down. </para>\r
+\r
+ <para>Once you can connect to the server, there are 3 steps to uploading offline\r
+ transactions:</para>\r
+\r
+ <orderedlist inheritnum="ignore" continuation="restarts">\r
+ <listitem>\r
+ <para><link xlink:href="#offline-create">Create a session: </link> to be done by local\r
+ system administrators at an administration workstation.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para><link xlink:href="#offline-upload">Upload transactions to a session: </link> to be\r
+ done by circulation staff at circulation workstations.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para><link xlink:href="#offline-process">Process the uploaded transactions: </link>to\r
+ be done by local system administrators at an administration workstation.</para>\r
+ </listitem>\r
+ </orderedlist>\r
+\r
+ <para>Once the network has come back up, a local system administrator must first create a\r
+ session before uploading transactions. Then, staff can upload transactions from each of the\r
+ workstations used in offline circ to that session. Once all of the branch workstations\r
+ have uploaded their transactions to the session, the manager will process all the\r
+ transactions from all the workstations at once. </para>\r
+\r
+ <note>\r
+ <para>Circulation Staff uploading transactions to the session does not put the transactions\r
+ into the <application>Evergreen</application> database. The transactions will not be\r
+ sent to the <application>Evergreen</application> database until the manager processes\r
+ the session.</para>\r
+ </note>\r
+\r
+ <simplesect xml:id="offline-create">\r
+ <info>\r
+ <title>Create a Session</title>\r
+ </info>\r
+\r
+ <procedure>\r
+ <step>\r
+ <para>Log into Evergreen with a local system administrator username and\r
+ password.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>From the menu bar, select <menuchoice>\r
+ <guimenu>Admin (-)</guimenu>\r
+ <guimenuitem>Offline Transaction Management</guimenuitem>\r
+ </menuchoice>.</para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-27.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>The <guilabel>Offline Transactions</guilabel> screen will open. Previously\r
+ created sessions will be listed in the Offline Sessions section. Otherwise, the\r
+ Offline Sessions section will be blank. </para>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>In the upper <guilabel>Offline Sessions</guilabel> section, click on the\r
+ <guibutton>Create</guibutton> button to create a new session.</para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-28.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Enter a name for the session, like “Internet Down 2009-12-02”. Click\r
+ <guibutton>OK</guibutton>.</para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata scalefit="0" fileref="media/offline-29.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>In the <guilabel>Offline Sessions</guilabel> section, highlight the session\r
+ you just created. An <guilabel>Uploaded Transactions</guilabel> section will\r
+ appear in the bottom of the screen. Initially, this section will be empty.\r
+ </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-30.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>Inform library staff that the session has been created and what the session\r
+ name is. </para>\r
+ </step>\r
+ </procedure>\r
+\r
+ </simplesect>\r
+ <simplesect xml:id="offline-upload">\r
+ <info>\r
+ <title>Upload Workstation Transactions to a Session</title>\r
+ </info>\r
+\r
+ <para>Wait until the local system administrator has created a session and told you that\r
+ it's ready for your upload. There may be several sessions shown on the <guilabel>Offline\r
+ Transaction Management</guilabel> screen, so you will need the name of the correct\r
+ session from your local system administrator.</para>\r
+\r
+ <procedure>\r
+ <step>\r
+ <para>Log into <application>Evergreen</application> with your regular username and\r
+ password.</para>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>From the menu bar, select <menuchoice>\r
+ <guimenu>Admin (-)</guimenu>\r
+ <guimenuitem>Offline Transaction Management</guimenuitem>\r
+ </menuchoice>.</para>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>The <guilabel>Offline Transactions</guilabel> screen will open. You should see\r
+ at least one session in the <guilabel>Offline Sessions</guilabel> section. You may\r
+ see old sessions listed there, as well. </para>\r
+ </step>\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>In the upper <guilabel>Offline Sessions</guilabel> section, highlight the\r
+ correct session, then click <guibutton>Upload</guibutton>. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-31.png"/>\r
+ </imageobject>\r
+\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>When the uploading is finished,select the session in Offline Sessions\r
+ section. Now the value in the <guilabel>Upload Count</guilabel> column should\r
+ have been increased by 1. Your workstation should be listed in\r
+ <guilabel>Uploaded Transactions</guilabel> section now. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-32.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <para>Inform your local system administrator that your transaction has been uploaded\r
+ to the session.</para>\r
+ </step>\r
+\r
+ </procedure>\r
+\r
+ <note>\r
+ <para>You will need to do this for each workstation you have used for offline\r
+ circulation. If your library has more than one workstations that have been used for\r
+ offline transactions you will see the other workstation sessions that have already\r
+ been uploaded. </para>\r
+ </note>\r
+\r
+ </simplesect>\r
+ <simplesect xml:id="offline-process">\r
+ <info>\r
+ <title>Process the Transactions</title>\r
+ </info>\r
+\r
+ <para>Wait until all the appropriate staff workstations have uploaded their transactions to\r
+ your session. You should see the workstations listed in the <guilabel>Uploaded\r
+ Transactions</guilabel> section. You'll need to be logged into\r
+ <application>Evergreen</application> as a local system administrator to do the\r
+ processing step.</para>\r
+ <procedure>\r
+\r
+ <step>\r
+ <para>Log into <application>Evergreen</application> with a local system\r
+ administrator's username and password.</para>\r
+ </step>\r
+\r
+ <step>\r
+ <para>From the menu bar, select <menuchoice>\r
+ <guimenu>Admin (-)</guimenu>\r
+ <guimenuitem>Offline Transaction Management</guimenuitem>\r
+ </menuchoice>.</para>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Highlight the correct session and, if necessary,\r
+ <guibutton>Refresh</guibutton> to verify all the appropriate workstations\r
+ have uploaded their transactions to your session. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-33.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>Click on the <guibutton>Process</guibutton> button. </para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-34.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+\r
+\r
+ <step>\r
+ <informalfigure>\r
+ <para>The processing may take a while, depending on how many transactions you have\r
+ done. Click the <guibutton>Refresh</guibutton> button to check the status. The\r
+ processing is complete when the <guilabel>Processing?</guilabel> column shows\r
+ <guilabel>Completed</guilabel>.</para>\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-35.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+ </step>\r
+ </procedure>\r
+\r
+ <note>\r
+ <para>The number in the <guilabel>Transactions Processed</guilabel> column is equal to\r
+ the number of items checked out or checked in. For example, if there are 5\r
+ transactions processed this could be 5 items checked out, or 3 items checked in and 2\r
+ items checked out, or 5 items checked in. </para>\r
+ </note>\r
+ </simplesect>\r
+ <simplesect>\r
+ <info>\r
+ <title>Exceptions</title>\r
+ </info>\r
+\r
+ <para>Exceptions are problems that were encountered during processing. For example, a\r
+ mis-scanned patron barcode, an open circulation, or an item that wasn’t checked in\r
+ before it was checked out to another patron, would be listed as an exception. Those\r
+ transactions causing exceptions may not be loaded into Evergreen database. Staff should\r
+ examine the exceptions and take necessary action.</para>\r
+\r
+ <informalfigure>\r
+ <para>The example below shows several exceptions:</para>\r
+\r
+ <para>\r
+ <mediaobject>\r
+ <alt>screenshot of staff client</alt>\r
+ <imageobject>\r
+ <imagedata width="100%" scalefit="1" fileref="media/offline-36.png"/>\r
+ </imageobject>\r
+\r
+ </mediaobject>\r
+ </para>\r
+ </informalfigure>\r
+\r
+ <para>These are a few notes about possible exceptions. It is not an all-inclusive\r
+ list.</para>\r
+\r
+ <orderedlist inheritnum="ignore" continuation="restarts">\r
+ <listitem>\r
+ <para>Checking out a DVD with the wrong date (leaving due date set at +2 weeks\r
+ instead of +1 week) doesn't cause an exception.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>Overdue books are not flagged as exceptions.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>Checking out a reference book doesn't cause an exception.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>Checking out an item belonging to another library doesn't cause an\r
+ exception.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>The <guilabel>Standalone Interface</guilabel> doesn't recognize books on hold,\r
+ no exceptions will be generated for that.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <para>The <guilabel>Standalone Interface</guilabel> will recognize blocked, barred,\r
+ and expired patrons as well as lost cards, IF you have recently done an <menuchoice>\r
+ <guimenu>Admin (-)</guimenu>\r
+ <guimenuitem>Download Offline Patron List</guimenuitem>\r
+ </menuchoice> on the workstation on which you're using the <guilabel>Standalone\r
+ Interface</guilabel>. You will get an error message indicating the patron\r
+ status from within the <guilabel>Standalone Interface</guilabel> at check-out\r
+ time.</para>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>ROUTE-ITEM</title>\r
+ <para>Indicates the book should be routed to another branch or library system.\r
+ You'll need to find the book and re-check it in (online) to get the\r
+ <guilabel>Transit Slip</guilabel> to print.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>COPY_STATUS_LOST</title>\r
+ <para>Indicates a book previously marked as lost was found and checked in.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>CIRC_CLAIMS_RETURNED</title>\r
+ <para>Indicates a book previously marked as claimed-returned was found and checked\r
+ in.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>ASSET_COPY_NOT_FOUND</title>\r
+ <para>Indicates the item barcode was mis-scanned/mis-typed.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>ACTOR_CARD_NOT_FOUND</title>\r
+ <para>Indicates the patron's library barcode was mis-scanned/ mis-typed.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>OPEN_CIRCULATION_EXISTS</title>\r
+ <para>Indicates a book was checked out that had never been checked in.</para>\r
+ </formalpara>\r
+ </listitem>\r
+ <listitem>\r
+ <formalpara>\r
+ <title>MAX_RENEWALS_REACHED</title>\r
+ <para>Indicates the item has already been renewed the maximum times allowed (or\r
+ it’s a video/DVD).</para>\r
+ </formalpara>\r
+ </listitem>\r
+ </orderedlist>\r
+ </simplesect>\r
+ </section>\r
+</section>\r
</chapter>\r
projects / Evergreen-DocBook.git / commitdiff