wiki:circulationOfflineTransactions

Standalone (offline) circulation

Standalone client mode is useful if the system suffers from bad network connectivity or other problems that prevent you from successfully circulating items or registering patrons.

To switch into standalone mode

From the log in screen of the staff client, click Standalone Interface.

To use circulation functions in offline mode

Checking out items

  1. Click Check Out button at the top of the standalone interface to check items out to patrons.
  2. Ensure the Check barcode? checkboxes are checked to prevent circulating unknown items to unknown patrons in case of a bad scan of the barcode.
  3. Scan the patron's barcode.
  4. Enter the due date for the items.
  5. Scan all of the items you want to check out to the patron.
  6. Click Save these transactions to save the offline transactions to the staff client.

To upload your offline transactions

Once connectivity has been restored, you need to upload your offline transactions to the server so that the system administrator can make the transactions live.

  1. Report to your system administrator that you had to go into offline mode and that you have transactions to upload. He or she will create an offline session for you. Do not create your own session. It is important that all transactions be uploaded to the same offline session, or else the order in which the transactions are processed may cause errors.
  2. Click "Admin -> Offline transaction management" on the top right menu of the staff client.
  3. Select the current offline session ("2009-05-31").
  4. Click the "Upload" button on the top right.
  5. Inform the system administrator once transactions from all workstations have been uploaded to the session, so that the system administrator can process the transactions and deal with any exceptions that occur.

More Information

The official Evergreen documentation for 1.6 at http://docs.evergreen-ils.org/1.6/draft/html/offlinetransactions.html has a fairly complete set of screen shots and walkthroughs for offline mode.

Last modified 7 years ago Last modified on Mar 14, 2012, 9:35:34 AM