Display and Print the Items Out List

Printing the Items Out list provides the patron with a verification of all the items he or she has currently checked out, or a receipt for renewal if printed receipts are not set to print automatically for the Patron Status workform.

To display and print the Items Out list from the Patron Status workform:

Tip:
From the Patron Registration workform, press F9 to open the Patron Status workform.

1. Open the patron’s record in the Patron Status workform. See Find patron services and related records.

Note:
From the Check Out workform, select Links, Existing, Patron Status.

2. Select View, Items Out or click to display the Items Out view.

Tip:
If a checked-out item is a serial, the serial designation (enumerationThe designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. and chronologyThe date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.) is added to the title. You may need to expand the title column to see the designation.

Overdue items are marked with a yellow Alert icon . Billed items are marked with a red Alert icon . You can see more information about any item in the Items Out list. Right-click the item and select Open from the context menu to open the item record. Or select Links from the context menu to see choices related to circulation, holds, bibliographic, and other information.

3. To set up printing from the Patron Status workform, follow these steps:

Important:
Steps a-c only have to be done the first time after installation or whenever you want to change the default printer.

1. Select Tools, Options.... to display the Patron status: Tools Options dialog box.
2. Set the receipt/slip options for your printer and the types of receipts and slips you print from the Patron Status workform. See Set the workstation to print receipts and slips.

Note: 
Receipt printer options are set in Polaris Administration. See Set receipt printer control codes.

3. Click OK on the dialog box.

The Items Out view appears.

4. To print the Items Out list, click the printer icon above the Items Out list (not the icon at the top of the workform), or press CTRL+ALT+P.

If the workform printer is set to Receipt, the list is printed. If the printer is set to Page, the Report Preview window opens. Click the printer icon on the Report Preview window to print the list.

Note:
Your library specifies the information that is included on the receipt. Set Items Out receipt options.

Related Information

• Print a packing list for reader ratings - If your library collects reader ratings from outreach services patrons, you can print a packing list for gathering ratings from the Patron Status workform - Items Out view. Select the items to be rated and click  above the Items Out list. For more information, see Working with Reader Ratings.
• You Saved message - You can add a “you saved” message to the printed Items Out list. The message helps to remind patrons of the value of library service by displaying how much it would cost to purchase the items. Managing Integrated EContent in the PAC.