Processing Offline Circulation Files
To process Offline Circulation transaction files:
- Update patron records with the patron registration information entered offline.
- Update records with the circulation transactions performed offline.
- View messages resulting from offline file processing.
Updating Patron Records with Offline Registration Information
To update patron records with the patron registration information entered offline:
- Choose Data Exchange from the Function list.
- Choose Load PATRON Records (ppc) from the Select Process drop-down list.
- Import the patron records.
Updating Records with Offline Circulation Transactions
Update patron record information before you process circulation transactions. Updating patron data first ensures that the system correctly processes circulation transactions for new or updated patrons.
To update item and patron records with the circulation transactions performed offline:
- Choose Offline File Processing from the Function list.
- Continue as appropriate:
Manually Compiling Files
To manually compile a file to upload and process, see Formatting Transaction Files for Uploading: rd* File Formats.
Viewing Offline Circulation Files
To view and print the uploaded offline circulation transaction files before processing:
- In the View Offline Files pane, choose the offline transaction file you want to view from the drop-down list. The drop-down list displays uploaded files in the pre-processed rdydate&time format. For example:rdy20101023044552
- Choose View. The system displays the contents of the circulation transaction file in the Summary area.
When viewing offline circulation transaction files, you can:
- Print the displayed file by choosing the Print icon.
- Delete the displayed file without updating the associated patron and item records. To do so, choose Delete File. The system prompts you to confirm the deletion.
If you choose to delete the displayed rdydate&time file, the system cannot update the associated patron and item records unless you upload the offline transaction file from the Offline Circulation workstation again.
Processing All Offline Files
To update item and patron records associated with all uploaded offline transactions:
- View the file(s) you want to process.
- In the Set Parameters pane, select the actions you want the system to take. The system always performs item renewals and checkouts. By default, it assesses fines and processes holds when applicable.
- To prevent the system from assessing fines (for example, overdue charges or replacement bills) on the items circulated offline, uncheck the Assess Fines check box.
- To prevent the system from processing holds on the items circulated offline, uncheck the Process Holds check box.
- Choose the course of action you would like the system to take in the event of an item being checked out that has a status of 'n' (BILLED):
- To adjust billed item charges, choose Reduce Billed Item Charges.
- To waive billed item charges, choose Waive Billed Item Charges.
- Choose Process All Files. The system:
- Processes all circulation transactions in the files listed in the View Offline Files drop-down list.
- Deletes the processed offline transaction files.
- Displays the processing results in the Summary area.
Viewing Messages after Processing Offline Files
To view any messages resulting from offline file processing:
- In the View Log Files pane, select the log file you want to view from the drop-down list. The system uses the following information to name log files:
- The statistics group number assigned to the login used to upload the files from the Offline Circulation workstation
- The associated statistics group name from the Statistical Group Maintenance table
777 East End Offline - Choose View. The system displays the log file name and any recent processing messages in the Summary area.
- To print the displayed log file, choose the Print icon.
- To delete the displayed log file, choose Delete File. The system prompts you to confirm the deletion.
If you do not delete the log file before you process more offline transaction files for that statistics group, the system continues to display the old messages, and displays the new messages at the bottom of the log file.