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STANDALONE CIRCULATION

Chapter 3. REVIEWING TRANSACTIONS

 

 

Creating an Upload File

The Upload File is the means by which circulation transactions logged using the Standalone Circulation module are transferred to your library's VERSO database. Once an Upload File has been created, it must be uploaded, read and posted to your library's VERSO database using the Standalone Circ Utility available through the Circulation module (see Chapter 4, Uploading Circulation Transactions for details). Once an upload file has been posted to your library's database, the posting results have been reviewed, and any rejected records have been resolved, "posted" transactions in the Standalone Circulation module should be deleted (see Deleting Posted Transactions for details).

IMPORTANT NOTE: In most cases, "posted" transactions should not be included in a new Upload File. "Posted" transactions should be included in a new Upload File only in the event the original Upload File containing the "posted" transactions is missing or damaged, or if you wish to replace the original Upload File containing the "posted" transactions. If "posted" transactions the have already been uploaded to your library's VERSO database are included in a new Upload File, duplicate transactions will be created, resulting in potential errors in the database.

To create an Upload File:

  1. Locate the transactions you wish to include in the Upload File (see Reviewing Transactions for details).

    NOTE: Only those transactions shown in the "search results" section of the Review Entries screen will be included in the Upload File.

  2. If necessary, edit any listed transactions (see Editing Transactions for details).
  3. Once all desired transactions are displayed in the "search results" section of the Review Entries screen, click the Create Upload File button.
    • The message "Continue to Create the Upload file?" displays. Click the Yes button on the message dialog to continue (click the No button to cancel file creation and return to the Review Entries window).

    NOTE: If you have selected to include "posted" transactions in the Upload File, the message "Continue to Create with Posted Entries?" displays. Click the Yes button on the message dialog to continue (click the No button to cancel file creation and return to the Review Entries window). A confirmation dialog displays the message "Are you Sure?". Click the Yes button on the message dialog to continue (click the No button to cancel file creation and return to the Review Entries window).

  4. A "Save As" dialog displays. The "Save As" dialog includes a default path and filename for the Upload File.

Save As Dialog

Save As Dialog

  1. If desired, edit the path and filename for the Upload File in the Select the Upload File text box.

    NOTE: When editing the filename, be sure to include the .TXT extension.

    • If desired, click the Browse button on the "Save As" dialog to browse for a location.
      • A standard Windows "Open" dialog displays. Browse for the desired location and edit the filename as necessary. When the desired location and filename have been specified, click the Open button. The "Open" dialog closes automatically, and the specified path and filename are automatically entered in the Select Upload File text box on the "Save As" dialog.
  2. Click the Submit button on the "Save As" dialog to create the Upload File (click the Cancel button to close the dialog without creating the Upload File).

    NOTE: If you do not include a filename on the "Save As" dialog, the message "You MUST specify a Filename to create." displays. Click the OK button to close the message and return to the Review Entries window. Click the Create Upload File button, and enter a filename in the "Save As" dialog.

    • The message "Upload File Created" displays. Click the OK button to close the message and return to the Review Entries window.