Offline transactions #
As loans and returns are processed, details are written to the Offline Transactions record. This may be viewed by clicking the Transactions icon on the Toolbar in the Other / Offline section.
The Offline Transactions screen holds five separate tabs reflecting different information that is integral to offline operations:
- Circulation Pending
- Circulation Archived
- Circulation Failed
- Bibliographic Reserves
- Item Specific Reserves
Circulation Pending #
The Circulation Pending tab collects both Loan and Return transaction details and displays these sequentially for the workstation:
Controls #
Two controls are placed lower right:
- An Excel button allows export of the current display to Excel
- A Refresh button allows the screen to be updated if necessary.
#
Note that information at the foot of the screen supplies additional information:
- Internet state – ON or OFF
- LAN state – ON or OFF
- Offline Pending – tally of transactions
- Offline Errors – tally of errors
This footer information is visible constantly and can be seen in all online operations and should be checked regularly for any presence of errors.
Circulation Archived #
This tab records details of all the transactions that have been successfully uploaded following a return to online connectivity. Note that the transactions may accumulate until cleared:
Controls #
Underneath the transaction archive list display is a small control panel:
This allows all transactions in the list (or no transactions) to be selected. Any selected transactions can then be deleted.
Two further controls are placed to the right:
- An Excel button allows export of the current display to Excel.
- A Refresh button allows the screen to be updated if necessary.
Circulation failed #
This tab presents any transactions which have failed, and these should be checked thoroughly and reinput if a resolution is possible. For instance, a user barcode may be entered in place of an item barcode, and the following items may then be loaned to the first, incorrect, user.
Controls #
Underneath the transaction archive list display is a small control panel:
This allows all transactions in the list (or no transactions) to be selected. Any selected transactions can then be deleted.
Two further controls are placed to the right:
- An Excel button allows export of the current display to Excel.
- A Refresh button allows the screen to be updated if necessary.
Bibliographic Reserves #
The Bibliographic Reserves tab lists all works which are in the Offline download file as title level reserves – i.e. any associated item will satisfy the reserve.
Controls #
Two controls are placed lower right:
- An Excel button allows export of the current display to Excel.
- A Refresh button allows the screen to be updated if necessary.
Item specific reserves #
The Item Specific Reserves tab lists all reserves where a specific item has been identified to satisfy the reserve:
Controls #
Two controls are placed lower right:
- An Excel button allows export of the current display to Excel.
- A Refresh button allows the screen to be updated if necessary.