Offline transactions
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Offline Transactions
When the internet is down, the staff client can be used for offline transactions - you can keep track of check outs and check ins when you cannot connect to Evergreen.
Launch the Evergreen staff client, but do not log in.
Click on the Standalone Interface button under Offline Use.
This will bring up a painfully pink Evergreen Offline screen. In the upper left-hand corner there is a running clock. This will time-stamp each transaction.
The options while using offline transactions include:
- Check Out
- Renew
- In-House Use
- Check In
- Register Patron
- Last Receipt
- Exit
Checking out
Click on Check Out. This will bring up the Offline Check Out screen.
Close-up of the Standalone Check Out Screen:
- Step 1) Check to make sure the date is correct for the time-stamp.
- Step 2) Enter in the patron/user barcode in the box to check out items.
- Step 3), there is a default due date, but note that a custom due date can be entered or can be selected from the drop-down menu below the default due date. This allows for due dates for items that circulate at shorter or longer periods than a normal book circulation period (for example, DVDs).
- Step 4) Scan items to be checked out in the box. Notice the drop-down menu below to choose a non-barcoded option. This is where you could enter things like paperbacks that circulate without barcodes.
- Step 5) After all the items for that patron/user have been scanned, check the box next to Print receipt? to generate a check out receipt.
- Step 6) Click on the button labeled Save these Transactions.
Once Save these Transactions is clicked on, the transactions are saved. Authorized staff can later upload the changes to system.
Checking in
Offline checking in is accomplished much in the same way. Click on the Check In button at the top of the Evergreen Offline screen.
- Step 1) Check to make sure the date is correct for the time-stamp.
- Step 2) Scan the barcodes of the items to be checked in.
- Step 3) After all of the items have been scanned in, check the box next to Print receipt? to generate a receipt if you would like.
- Step 4) Click on the button labeled Save these Transactions.
Last Receipt
The Last Receipt button will print out the last receipt that was most recently generated.
Other features
While there are options to renew, keep track of in-house use, and register patron, it is recommended to only use the Offline Check Out and Check In features.
Exit
Click on the Exit button in the upper right to leave offline mode.
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