Offline Transactions|
Offline Transactions| (taken from the Evergreen Manual V1.6) 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. 1. Click Register Patron on the top menu bar.
2. Patron Registration screen is displayed.
3. 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 1. Click Check Out button to access check out screen.
2. The Standalone Check Out screen will open.
3. Make sure the date (on the left end of the menu bar) is correct. 4. Scan the patron's library card barcode in Enter the patron's barcode box.
5. 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.
6. Scan the items' bacode in Enter the item barcode box. It will appear on the right side of the screen.
7. 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.
8. Scan all items, changing the due date if necessary. 9. If you want to print receipt, make sure Print receipt? checkbox is selected.
10. 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. 1. To access renew function, click Renew button on the top menu bar.
2. 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.
3. Follow the same procedure as checking out described above. Skip patron barcode if you do not have it.
In House Use 1. To access In House Use, click In House Use button on the top menu bar.
2. Make sure the date is correct.
3. Type in the number in Enter the number of uses of the item box.
4. Scan or type in the item barcode number in Enter the item barcode box.
5. Repeat the above 2 steps until all items have been scanned. 6. Click Save these transactions. Make sure Print receipt? checkbox is selected if you want to print a receipt.
Check In 1. Click Check In button on the top menu bar.
2. Check In screen will open.
3. Make sure the date is correct.
4. Scan the items barcode in Enter item barcode box. The number will be displayed on the right side fo the screen.
5. Scan all items you want to check in. 6. 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.
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. 1. Click Register Patron on the top menu bar.
2. Patron Registration screen is displayed.
3. 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 1. Click Check Out button to access check out screen.
2. The Standalone Check Out screen will open.
3. Make sure the date (on the left end of the menu bar) is correct. 4. Scan the patron's library card barcode in Enter the patron's barcode box.
5. 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.
6. Scan the items' bacode in Enter the item barcode box. It will appear on the right side of the screen.
7. 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.
8. Scan all items, changing the due date if necessary. 9. If you want to print receipt, make sure Print receipt? checkbox is selected.
10. 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. 1. To access renew function, click Renew button on the top menu bar.
2. 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.
3. Follow the same procedure as checking out described above. Skip patron barcode if you do not have it.
In House Use 1. To access In House Use, click In House Use button on the top menu bar.
2. Make sure the date is correct.
3. Type in the number in Enter the number of uses of the item box.
4. Scan or type in the item barcode number in Enter the item barcode box.
5. Repeat the above 2 steps until all items have been scanned. 6. Click Save these transactions. Make sure Print receipt? checkbox is selected if you want to print a receipt.
Check In 1. Click Check In button on the top menu bar.
2. Check In screen will open.
3. Make sure the date is correct.
4. Scan the items barcode in Enter item barcode box. The number will be displayed on the right side fo the screen.
5. Scan all items you want to check in. 6. 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.
