HomeCirculation in Evergreen 3.1Offline CirculationOffline Transactions

8.1. Offline Transactions

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.

It is a good idea to download the blocked patron list for all of NC Cardinal at least once per day on each of the workstations that would be used for offline mode in the event that the  library's internet access or the NC Cardinal database were down - usually only one or two main circulation desk workstations. The file is stored on the PC, available to be accessed by Evergreen only in the event that the library has to use offline mode.

If you are logged into the web staff client, click on the top-right button Download Block List.

Please see the Offline Transactions knowledge book for more information.

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