Check In Workform

To access the Check-In workform, select Circulation > Check In. From the Check In workform, you can check in items, do bulk check-ins, resolve fines, place holds, track in-house use of items, and take an item inventory. See Taking an Item Inventory. Use the toolbar to:

• Print information from this workform - Select File > Print > Current View; File > Print > All Views; or File > Print > List View, or click the down arrow by the print button and make a selection.
• Place a hold request - Select Tools, Place Hold, or click . See Placing Hold Requests.

Tip:
To place a hold on an item already checked in, right-click the item in the list, and select Place Hold from the context menu. The Hold Request form appears with the item information already filled in.

• Change an item’s circulation status or shelf location - Select Tools > Manage Item, or click . See Change item information or barcode at check-in.
• Change an item’s barcode - Select Tools > Replace Barcode, or click . See Change item information or barcode at check-in.
• Check in items returned to the circ desk - Select View > Normal Mode, or click .
• Check in many items - Select View > Bulk Mode, or click .
• Track in-library use - Select View > InHouse Mode, or click .
• Take an item inventory - Select View > Update InventoryDate, or click .
• Set a default view - Select View > Save Current View as User Default. This setting is saved as part of your staff member record, and remains in effect regardless of the log-on workstation or branch.

Check In Workform - Normal View

See Doing Normal Item Check-Ins. Use this view to:

• Check in items a few at a time - Type or scan each item barcode. See Do a normal check-in from the Check In workform.
• Omit days from overdue fine calculation - Enter the number in the Free days box or select a date from the calendar. If you set a date in the calendar, the system automatically calculates the number of free daysA value applied at normal and bulk check-in, renewal, and offline that allows you to omit a specified number of days from the overdue fine calculation.. The Fines calculated from box shows the date from which fines will be calculated. See Free Days at Check-In.
• Process a fine for an overdue item - When an item with an overdue fine is checked in, the Check-In Fine dialog box appears. You can continue checking in items and process the fine later, waive the fine, or charge the fine to the patron’s account. See Resolve a fine at check-in.
• Resolve a lost item - If an item has been declared lost, but turns up during check-in, the Resolve lost item dialog box may appear. See Resolve a lost-and-unpaid item at circulation and Resolve a lost-and-paid item at circulation. If your library has set up automatic processing defaults for recovered lost items, the Resolve Lost Item dialog box does not appear. See Setting Lost Item Recovery Defaults.
• Fill a hold request - If an item is checked in that could fill a hold request, a message appears. See Fill a hold request at circulation.

Check In Workform - Bulk View

See Doing Bulk Item Check-Ins. Use this view to:

• Check in items in bulk - Type or scan the item barcodes. See Check in items in bulk.

Tip:
To find an item without a working barcode, click the Find button next to the Item barcode box to display the Polaris Find Tool, and search for the item record.

• Omit days from overdue fine calculation - Enter the number in the Free days box or select a date from the calendar. If you set a date in the calendar, the system automatically calculates the number of free days. See Free Days at Check-In.

Check In Workform - InHouse View

Use the Check In workform - InHouse view to check in items that did not circulate, but were used by patrons in the library. This workflow is useful for libraries that keep statistics on in-house item use. See Tracking In-House Item Use.

Check In Workform - Update InventoryDate View

Use the Check In workform - Update InventoryDate view to take an item inventory. Items are not checked in through this view, but items whose status is not In and items that are misshelved are flagged. See Taking an Item Inventory.