Check Out Workform

The Check Out workform is the basic tool for checking out items at the circulation desk. See Check-Out and Renewal.

Use this workform to:

• Check out or renew items - See Check out an item.
  • In the Patron barcode field, type or scan the number, or click the Find button by the patron name to search for the patron’s record.
  • In the Item barcode field, type or scan the item barcode, or click the Find button by the item barcode to search for the item record.

Note:
If the patron or item record is blocked for some reason, a blocks dialog box appears. See Working with Blocks (Stops).

• Work with checked out items - You can right-click an item to place a hold, print item information, check it in, or access other options related to the item. If an item in the list is a serial, the serial designation (enumeration The 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 chronology The 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.
  • Resolve overdue fines at renewal - If the Overdue Fine dialog box appears when you attempt to renew an item, you can resolve the fine or cancel the renewal. See Resolve a fine at renewal.
  • Set a special loan period - Click Special. The Special Loan dialog box appears. You can set the loan period for the next item, for all items checked out to this patron, or all items checked out during this session. Click Reset to restore automatic loan periods. See Assign a special loan period.
  • Change the due date of checked-out items - Select the items in the list view and select Tools> Reset Due Date. See Reset due dates of checked-out items.
• Express-register a patron - Select Tools > Express Registration, or click .

You can enter minimal patron information on the Express Registration workform, then check out items to the patron. See Express-register a new patron at check-out.

• Create an item “on-the-fly” - If you scan an item barcode and a message tells you that the item is not linked to a record, you can create minimal item and bibliographic records to circulate the item immediately. See Create an on-the-fly item at checkout.

Important:
You must have an on-the-fly item template already created. See Create ILL item templates.

• Place a hold request - Select Tools > Place Hold, or click . See Placing Hold Requests.
• Find a bibliographic record - Select Tools > Find Bibliographic Record, or click . This is convenient for finding more information about a title without leaving the Check Out workform. From the Find Tool results list, you can open the bibliographic record. This feature is also convenient for finding an item’s missing barcode. Right-click the bibliographic record in the results list and select Links > Item Records.
• Find any item record - Select Tools > Find Bibliographic Record, or click , and select Item Records from the Find Tool Object list. This is convenient for finding any item (not necessarily one to be checked out) without leaving the Check Out workform.
• Set up receipt printing for this workform - You set up receipt printing only once for the workform. After that, a check-out receipt prints automatically when you press ENTER, after you process all the patron’s items. See Setting Up Receipt Printing from Workforms.
• Print the workform or the Items Checked Out list - Select File > Print > Current View or File > Print > List View, or click the down arrow by the print button .