Viewing the Circulation Backup Detail Report

The Circulation Backup Detail Report provides detailed posting results for a specific upload. The Circulation Backup Detail Report should be printed (or downloaded) for each transaction file upload to your library's database.

IMPORTANT NOTE: You can use the Circulation Backup Detail Report as an aid in verifying that "posted" transactions in the Standalone Circulation module have been successfully uploaded to your library's VERSO database prior to deleting the files (see Deleting Posted Transactions and Deleting Uploaded Files for details).

To view the Circulation Backup Detail Report:

Log into your library's VERSO system in Staff Mode.
Click the Staff Dashboard link.
From the Circulation menu, select Standalone Circ Utility.
- The Circulation Backup Report screen displays.
Click the Detail button in the Options column for the upload for which you wish to view the Circulation Backup Detail Report.
- The screen refreshes to display the Circulation Backup Detail Report for the selected upload.

The Circulation Backup Detail Report provides the following information:
- The circulation backup summary is shown at the top of the screen. The circulation backup summary lists:
  - the Total Number of Check In transactions
  - the Total Number of Check Out transactions
  - the Total Number of Rejected Items
  - the Total Number of Items with Exception for which checkout transactions were performed
  - the Total Amount of Fines Posted for checkin transactions
  - the Total Amount of Check Out Fees for checkout transactions
  - the Total Number of Multiple Checked Out Items (items for which more than one checkout transaction was posted)
  - the Total Number of Already Checked Out Items for which checkout transactions were posted
- Each line in the circulation backup summary for which data is present serves as a link to the detail section for the associated item.
- POSTED ITEMS: This section of the report provides a listing for each transaction that was successfully posted to your library's database.

For check out transactions, each entry shows the transaction Type (CO = check out), the Date and time at which the transaction was entered in the Standalone Circulation module, the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), the Patron Code (barcode) as entered in the Standalone Circulation module, and the Patron Name of the patron to whom the item was checked out (taken from the patron record for the associated Patron Code.

For check in transactions, each entry shows the transaction Type (CI = check in), the Date and time at which the transaction was entered in the Standalone Circulation module, Item Code (barcode) as entered in the Standalone Circulation module, and the item Title (taken from the item record for the associated Item Code).

REJECTED ITEMS: This section of the report provides a listing for each rejected transaction (transactions that were not posted to your library's database).

Each line in the listing shows the Reason for rejection (NO PBC = invalid patron barcode; NO IBC = invalid item barcode), the Type of transaction (CO = check out; CI = check in), the Date and time at which the transaction was entered in the Standalone Circulation module, the Patron Code (barcode) and Operator Name (patron name) (for rejected check out transactions only), and the Item Code (barcode) as entered in the Standalone Circulation module.

IMPORTANT NOTE: To maintain your library's database in valid condition, you must resolve all rejected transactions, and manually enter the correct information using the VERSO Circulation module (see Resolving Rejected Records for details).

CHECKED OUT ITEMS WITH EXCEPTION: This section of the report provides a listing for each checkout transaction for items to which an exception has been applied.

**Checked Out Items with Exception Section**

Each line in the listing shows the Reason (exception) applied to the item, the Date and time at which the transaction was entered in the Standalone Circulation module, the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), the Checked Out Patron Code (barcode) of the patron to whom the item was checked out as entered in the Standalone Circulation module, and the Checked Out Patron Name and Phone number of the patron to whom the item was checked out (taken from the patron record for the associated Checked Out Patron Code).

FINES POSTED: This section of the report provides a listing for check in transactions for items to which fines have been applied.

Each line in the listing shows the Date and time at which the transaction was entered in the Standalone Circulation module, the fine Amount, the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), the Patron Code (barcode) of the patron against whom the fine has been assessed, and the Patron Name (taken from the patron record for the associated Patron Code).

CHECK OUT FEES POSTED: This section of the report provides a listing for check out transactions for items to which checkout fees have been applied.

Each line in the listing shows the Date and time at which the transaction was entered in the Standalone Circulation module, the fee Amount, the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), the Patron Code (barcode) of the patron against whom the fee has been assessed, and the Patron Name (taken from the patron record for the associated Patron Code).

MULTIPLE CHECKED OUT ITEMS: This section of the report provides a listing for multiple check out transactions for the same item.

Each line in the listing shows the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), the Date and time at which each transaction was entered in the Standalone Circulation module, the Patron Code (barcode) of each patron to whom the item was checked out, and the Patron Name (taken from the patron record for the associated Patron Code).

ALREADY CHECKED OUT ITEMS: This section of the report provides a listing of check out transactions for items already registered as checked out to another patron.

Each line in the listing shows the Patron Code (barcode) of the patron to whom the item was checked out, the Patron Name (taken from the patron record for the associated Patron Code), the Due Date for the item for the prior check out, the Item Code (barcode) as entered in the Standalone Circulation module, the item Title (taken from the item record for the associated Item Code), and the Prev Check Out Patron Code (barcode) and Prev Check Out Patron Name of the patron to whom the item is currently checked out.

If desired, you can:
- Save a copy of the Circulation Backup Detail Report to your local workstation (see Saving the Circulation Backup Detail Report for details)
- Email a copy of the Circulation Backup Detail Report to yourself or to another party (see Emailing the Circulation Backup Detail Report for details)
When finished, click the button to close the Circulation Backup Report screen and return to the Staff Menu Dashboard.

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Chapter 4

Saving the Circulation Backup Detail Report