Evergreen
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Uploading Previously Exported Transactions

If you had previous exported your offline transactions you can upload them for processing.

To import transactions:

  1. Log in to the staff client via your Login Page
  2. Navigate to Circulation → Offline Circulation
  3. Click on the Session Management tab.
  4. Click on the Import Transactions button.
  5. Navigate to the location on your computer where the pending.xacts file is saved.
  6. Select the file for importing.
  7. The Pending Transactions list will populate with your imported transactions.
  8. 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 a 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.
  • The Offline Interface can recognize blocked, barred, and expired patrons if you have downloaded the Offline Block List in the browser you are using. You will get an error message indicating the patron status from within the Standalone Interface at check-out time. See the section on the Offline Block List for more information.
Offline exception list

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.

Common event names in the Exceptions List include:

  • ROUTE-ITEM - Indicates the book should be routed to another branch or library system. You’ll need to find the book and re-check it in while online to get the Transit Slip to print.
  • COPY_STATUS_LOST - Indicates a book previously marked as lost was found and checked in. You will need to find the book and re-check it in while online to correctly clear it from the patron’s account.
  • CIRC_CLAIMS_RETURNED - Indicates a book previously marked as claimed-returned was found and checked in. You will need to find the book and re-check it in while online to correctly clear it from the patron’s account.
  • ASSET_COPY_NOT_FOUND - Indicates the item barcode was mis-scanned/mis-typed.
  • ACTOR_CARD_NOT_FOUND - Indicates the patron’s library barcode was mis-scanned, mis-typed, or nonexistent.
  • OPEN_CIRCULATION_EXISTS - Indicates a book was checked out that had never been checked in.
  • MAX_RENEWALS_REACHED - Indicates the item has already been renewed the maximum times allowed. Note that if the staff member processing the offline transaction set has the MAX_RENEWALS_REACHED.override permission at the appropriate level, the system will automatically override the error and will allow the renewal.
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Processing Offline Transactions Home Part IX. Booking Module