VERSO logo

-

STANDALONE CIRCULATION

Chapter 4. UPLOADING CIRCULATION TRANSACTIONS

 

 

Uploading a File

The Standalone Circ Utility supports upload of only those transaction files created using the Standalone Circulation module.

To upload a transaction file:

  1. From the Circulation Backup Report screen, click the Add New Upload button.
    • The Upload New Circulation Backup screen displays.

Upload New Circulation Backup Screen

Upload New Circulation Backup Screen

  1. Click the Browse button to locate the desired file.
    • A standard Find File dialog displays. Locate the desired file, then click the Open button on the Find File dialog. The file name for the selected file is shown to the right of the Browse button.
  2. Click the Upload File link.
    • The selected file is added to the Uploaded Files list.
  3. If desired, repeat steps 2 and 3 to add additional files to the Uploaded Files list.
    • If you wish to remove a file from the Uploaded Files list, click the Remove button for the desired file.
  4. When all desired files have been added to the Uploaded Files list, click the Submit button to upload the files.
    • When the file upload is complete, the Circulation Backup Report screen displays. The Circulation Backup Report screen shows a listing of uploaded files from the Standalone Circulation Utility. Each line in the listing provides the following information:

Circulation Backup Report Screen

Circulation Backup Report Screen

  • ID - A unique system-assigned identification number for the uploaded file(s).
  • Library Name - The name of the library to which the upload was submitted.
  • Files - The name(s) of the file(s) included in the upload.
  • Created By - The name of the staff member that uploaded the file(s).
  • Status - The current status of the upload; this field will show the word Finished when the upload is completed.
  • Create Date - The date and time at which each file included in the upload was created (from within the Standalone Circulation Utility).
  • Process Date - The date and time at which processing of the upload was completed.
  • Checked Out - The total number of checkout transactions in all files included in the upload.
  • Checked In - The total number of check in transactions in all files included in the upload.
  • Rejected - The total number of rejected transactions in all files included in the upload (see Resolving Rejected Records for more information).
  • Fines - The total dollar amount of fines assessed against transactions for all files included in the upload.
  1. Click the Detail button in the Options column to view posting results for the uploaded file(s) (see Viewing the Circulation Backup Detail Report for details). Click the Delete button in the Options column to delete the uploaded file(s) (see Deleting Uploaded Files for details).
  2. When finished, click the Close button Close button to close the Circulation Backup Report screen and return to the Staff Dashboard.