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Offline Transactions
1. Offline Transaction Management
1.1. Using the Offline Circulation Interface
Offline Circulation
The Offline Circulation interface can be found by navigating to Circulation → Offline Circulation.
Evergreen’s Offline Circulation interface is designed to log transactions during a network or server outage. Transactions can be uploaded and processed once connectivity is restored.
Offline Circulation in the Web Staff Client relies on the use of web service workers to store information for offline use. Prior to using Offline Circulation you must have access to your production server and register your workstation on the computer and in the browser you intend to use. You must also log in from that browser at least once and visit Search → Search for Patrons. Perform a search, select a user from the results, and open the Patron Edit interface. This will allow the Offline interface to collect the information it needs, such as workstation information and the patron registration form.
The web service workers will refresh the cache every 24 hours under normal use. Offline Circulation information is stored via IndexedDB.
The permanent link for the Offline Circulation is https://system.nccardinal.org/eg/staff/offline-interface (where system = your library system short policy code name) and it is recommended that this link be bookmarked on staff workstations. This is the location for both entering transactions while offline as well as processing them later. You will see a slightly different version of this interface depending on whether or not you are logged in.
If you are logged out, you will see the tab default to Checkout and the button on the top-right will read Export Transactions.
If you are logged in, you will see an additional tab on the left for Session Management and this will be the default tab. The top-right button will read Download Block List.
If you are logged in and attempt to click on any tab other than Session Management, you will see a warning alerting you that you are about to enter offline mode.
This warning is not network-aware and it will appear regardless of network connection state. You must be logged out to record offline transactions. If you see this warning and wish to record offline transactions, click Proceed in order to log out.
Checkout
Note: This is the only functionality you should be using while in Offline mode.
To check out items in Offline Circulation:
- Click the Checkout tab.
- If you wish to use Strict Barcode for patron and item barcodes, check the box labelled Strict Barcode.
- Enter a value in the Due Date field or select a date from the Calendar widget. You may also select an option from the Offset Dropdown. The date field entry will honor the format set in the Library Settings Editor.
- Scan the Patron Barcode in the box labelled Patron Barcode.
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Check out items:
- For cataloged items, scan the item barcode in the box labelled Item Barcode. Each item barcode will appear on the right side of the screen, along with its due date and the patron barcode. If you are manually typing barcodes, you need to click the Checkout button or hit the Enter key on your keyboard after each Item Barcode entry in order to record the transaction.
- For non-cataloged items, select a Non-cataloged Type from the dropdown and enter the number of items you wish to check out. Click Checkout. In the list to the right, the item barcode will appear blank since this item is unbarcoded. The due date and patron barcode will appear, however.
- If you make an error in entry, click Clear to reset the Patron Barcode and Item Barcode fields.
- To print a receipt, check the box labelled Print Receipt.
- Click Save Transactions in the upper-right of the screen to complete the checkout.
Note that Save Transactions will save any unsaved transactions across the Offline tabs Checkout, Renew, In-House Use, and Checkin.
A value entered in the Due Date field will take precedence over an existing value in the Offset Dropdown; however, if you change the Offset after setting the Due Date field, the Due Date field will update to reflect the Offset value.
Due Date and Offset values are sticky between the Checkout and Renew tabs, and also sticky between transactions. Strict Barcode and Print Receipt are sticky among the Checkout, Renew, In-House Use, and Checkin tabs and are also sticky between transactions.
Pre-cataloged item checkout is not available in Offline Circulation. Any pre-cataloged item checked out through Offline Circulation will result in an entry in the Exception List and will not successfully check out. Pre-cataloged items which are checked in through offline will also result in an entry in the Exception List, but will successfully check in.
Renew
Note: Libraries migrating into NC Cardinal should not utilize this feature.
No items should be renewed while in Offline mode.
To renew an item, you must know the item’s barcode number. The patron’s barcode is optional.
To renew items in Offline Circulation:
- Click the Renew tab.
- Ensure that the Due Date value is correct.
- (Optional): Enter the patron’s library card barcode in the Patron Barcode field by scanning or typing the barcode.
- For each item to be renewed, scan the item’s barcode in the Item Barcode field. If you are typing the item barcode, click the Renew button or hit the Enter key on your keyboard after each item barcode.
- The item barcode, due date, and patron barcode (if entered) appear on the right side of the screen.
- To print a receipt, check the box labelled Print Receipt.
- Click Save Transactions in the upper-right of the screen to complete the renewal.
In-House Use
Note: Libraries migrating into NC Cardinal should not utilize this feature.
No in-house uses should be recorded while in Offline mode.
To record in-house use transactions in Offline Circulation:
- Click the In-House Use tab.
- Enter the number of uses to record for the item in the Use Count field.
- For each item to be recorded as in-house use, scan the item’s barcode in the Item Barcode field. If you are typing the item barcode, click the Record Use button or hit the Enter key on your keyboard after each item barcode.
- The item barcode and use count will appear on the right side of the screen.
- To print a receipt, check the box labelled Print Receipt.
- Click Save Transactions in the upper-right of the screen to record the in-house use. The date of the in-house use is automatically recorded.
Checkin
Note: Libraries migrating into NC Cardinal should not utilize this feature.
No items should be checked in while in Offline mode.
Items returned by patrons can be evaluated and sorted by staff, as needed, and should be stored out of reach of patrons until the library is back online with Evergreen, all offline transactions have been processed, and exceptions have been addressed. Only then can staff begin to check in these items to ensure that Evergreen checks for holds and transits for the checked in items.
Patron Registration
Note: Libraries migrating into NC Cardinal should not utilize this feature.
No patrons should be registered while in Offline mode.
Patron registration in Evergreen Offline Circulation records patron information for later upload. In the web staff client, the Patron Registration form in Offline is the same as the regular Patron Registration interface.
All fields in the normal Patron Registration interface are available for entry. Required fields are marked in yellow and adhere to Required Fields set in the Library Settings Editor. Patron Registration defaults also adhere to settings in the Library Settings Editor. Stat cats are not recognized by the Offline Interface, even if they are required.
Enter patron information and click the Save button in the top-right of the Patron Registration interface. You may checkout items to this patron right away, even if you are still in offline mode.
1.2. Managing Offline Transactions Video
Offline Transactions in the Evergreen Web Client Video
Learn how to circulate materials to patrons while Evergreen is offline and then login and process the transactions.
1.3. Managing Offline Transactions
Offline Transactions
Exporting Offline Transactions
If you anticipate a multi-day closing or if you plan to process your offline transactions at a different workstation, you will want to export your offline transactions.
To export transactions while you are offline, navigate to Circulation → Offline Circulation and click Export Transactions in the top-right of the screen. This will save a file entitled pending.xacts to your browser’s default download location. If you will be processing these transactions on another workstation, move this file to an external device like a thumb drive.
To export transactions while you are logged in, navigate to Circulation → Offline Circulation and click on the Session Management tab. Click on the Export Transactions button to generate the pending.xacts file as above. If you wish, you can at this point click Clear Transactions to clear the list of pending transactions.
Processing Offline Transactions
Once connectivity is restored, navigate back to your Evergreen Login Page — https://system.nccardinal.org/eg/staff (where system = your library system short policy code name). You will see a message telling you that there are unprocessed Offline Transactions waiting for upload.
Sign in and navigate to Circulation → Offline Circulation. Since you are logged in, you will now see a Session Management tab to the left of the Register Patron tab. The Session Management tab includes Pending Transactions and Offline Sessions.
In the Pending Transactions tab you will see a list of all transactions recorded on that browser.
If you click Clear Transactions, you will be prompted with a warning. Please do not Clear Pending Transactions.
If you are processing transactions right away and from the same browser you recorded them in, follow the steps below:
- Click on the Offline Sessions tab and then on the Create Session button.
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Enter a descriptive name for your session in the modal and click OK/Continue to proceed. You will see your new session at the top of the Session List. The Session List may be sorted ascending or descending by clicking on one of the following column headers: Organization, Created By, Description, Date Created, or Date Completed. The default sort is descending by Date Created.
- Click Upload to upload everything listed in the Pending Transactions tab.
- Once all transactions are uploaded, the Upload Count column will update to show the number of uploaded transactions.
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Click Process to process the offline transactions. Click Refresh to see the processing progress. Once all transactions are processed the Date Completed column will be updated.
- Scroll to the bottom of the screen to see if there are any entries in the Exception List. Some of these may require staff follow up.
Uploading Previously Exported Transactions
If you had previously exported your offline transactions you can upload them for processing.
To import transactions:
- Log in to the staff client via your Login Page.
- Navigate to Circulation → Offline Circulation.
- Click on the Session Management tab.
- Click on the Import Transactions button.
- Navigate to the location on your computer where the pending.xacts file is saved.
- Select the file for importing.
- The Pending Transactions list will populate with your imported transactions.
- You may now proceed according to the instructions under Processing Offline Transactions.
Exceptions
Exceptions are problems that were encountered during processing. For example, a mis-scanned patron barcode, an open circulation, or an item that was not checked in before it was checked out to another patron would all be listed as exceptions. Those transactions causing exceptions might not be loaded into Evergreen database. Staff should examine the exceptions and take necessary action.
These are a few notes about possible exceptions. It is not an all-inclusive list.
- Checking out an item with the wrong date (i.e. the Offline Checkout date is +2 weeks and the item’s regular circulation period is +1 week) does not cause an exception.
- Overdue books are not flagged as exceptions.
- Checking out a reference book or another item set to not circulate does not cause an exception.
- Checking out an item belonging to another library does not cause an exception.
- An item that is targeted for a patron hold and captured via offline checkin will not cause an exception unless that item also goes to an In Transit status.
- An item that is on hold for Patron A but checked out to Patron B will not cause an exception. Patron A’s hold will be reset and will retarget the next time the hold targeter is run. In order to avoid this it is recommended to not check out holds to other patrons.
- If you check out a book to a patron using a previous barcode for that patron, it will cause an exception and you will have to retrieve that patron while online and re-enter the item barcode in order to checkout the item.
At the right side of each exception are buttons for Item, Patron, and Debug. Clicking the Item button will retrieve the associated item in a new browser window. Clicking on the Patron button will retrieve the associated patron in a new browser window. Clicking the Debug button will result in a modal with detailed debugging information.
Using Item and/or Patron (depending on the type of exception) buttons will help staff to identify the error and resolve it.
In most cases, staff should go ahead and check an identifiable item out to an identifiable patron (regardless of whether or not the patron is normally eligible), since the patron went home with the material and their account should reflect that information correctly.
Common error messages (this is not an exhaustive list):
| Error Message | What It Means | What You Can Do |
| ASSET_COPY_NOT_ FOUND | the item barcode was mis-scanned/mis-typed | You may or may not be able to resolve this with the information available, particularly if there are digits missing.
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| ACTOR_CARD_NOT_ FOUND | the patron's library barcode was mis-scanned/mis-typed | May or may not be able to resolve this with the information available. If you cannot identify the patron, mark the item MISSING. |
| OPEN_CIRCULATION_ EXISTS | a book was checked out that had never been checked in | Open the patron account and check the item out to the patron listed in the exception. Select normal or forgiving checkin for the previous patron. |
| PATRON_ACCOUNT_EXPIRED | the patron account is expired | Click Retrieve patron and extend the expiration date a few weeks, rather than clicking on the Update Expire Date button. |
| MAX_RENEWALS_ REACHED | the item has already been renewed the maximum times allowed | |
| ROUTE-ITEM | 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 |
| CIRC_CLAIMS_RETURNED | a book previously marked as claimed-returned was found and checked in | |
| COPY_STATUS_LOST | a book previously marked as lost was found and checked in |