Chapter 13. Offline Circulation

Table of Contents

Set up Workstations for Offline Circulation
Conduct Offline Transactions
Upload and Process Offline Transactions
Transfer Offline Transactions

Evergreen’s Offline Circulation Module is designed to log transactions during network outage, which can be uploaded and processed once network operations are restored.

Caution

By default, offline transactions are saved as browser cookies on workstations. It is optional to keep them outside the browser by using Evergreen’s storage management tool Hatch.

Do not delete browser cookies when you have pending offline transactions, if you do not use Hatch to store them.

In order to do offline circulation, you need to make your workstations ready when you have network access. Some information required by the Offline Circulation program needs to be downloaded to your computers. You need to access Evergreen server to get it.

Set up Workstations for Offline Circulation

Prior to using Offline Circulation, you need to do the following, which requires network access:

  1. Register the workstation in the recommended browser on the computers you intend to use. Local system administrator’s account is required to do it.
  2. Load configuration information by performing a patron search. Select any patron on the result list. Go to Edit tab. The relevent configuration information for the workstation is downloaded during this process.
  3. Download Offline Block List. The list contains patrons with blocks at the time of the download. Offline Circulation will check patrons against this list and prompt staff if a patron is found on the list when you try to check out or renew items.

    To download the block list, navigate to Circulation → Offline Circulation. Click Download Block List button.

    images/circ/downloadblocklist.png

    Note

    This procedure should be repeated on a regular basis (daily, weekly etc.)

The following two steps are optional. You may do it if you choose to install Hatch and store offline transactions in it.

Tip

By default, offline transactions are kept in the browser as cookies. Clearing the browser’s cookies may delete them.

Hatch is Evergreen’s printing and storage management tool. It allows libraries to set up default printers for different kinds of printing jobs, e.g. a printer for receipt printing and another for label printing. It also allows libraries to keep the offline transaction file and workstation settings in a local folder outside the browser. Clearing browser’s cookies will not impact the settings or delete pending offline transactions. However, we strongly recommend you not unnecessarily keep offline transactions local. You should upload them as soon as your network is restored.

  1. Set up a default printer for Offline Circulation, go to Administration → Workstation → Printer Settings.
  2. Switch to storing offline transactions to Hatch, you need to log into Evergreen with a local system administrator account. Go to Administration → Workstation. Click Print/Storage Service (Hatch). Make sure that you see that Hatch is available. Click Store Offline Transaction Data in Hatch.

Copyright © 2008-2018, BC Libraries Cooperative