Check Out Items from the Patron's Pick List

To check out items from a patron’s pick list:

1. Open the Reader Services view of the patron’s Patron Status workform, if it is not already open. See Set up outreach services for a patron.
2. Click the Selection List icon .

The ORS Selection List workform appears.

3. Select View, Pick List, or click the Pick List icon at the left side of the workform.
4. From the pick list, select the item or items to check out.

Tip:
Use the SHIFTor CTRL keys to multi-select items.

5. If your library collects reader ratings, and if your library has set the packing list to print automatically when the items are checked out, the packing list prints instead of the check-out receipt.

The packing list with a rating line for each item is printed, ready to ship with the items. When the packing list is returned with the items, you enter the ratings in the patron’s reading history. See Working with Reader Ratings.

Note:
After the items have been checked out, you can also print the packing list from the Patron Status workform - Items Out view.

6. Click above the pick list (or right-click in the pick list, and select Checkout from the context menu).

   The Check Out workform appears, with the patron’s account information filled in.

   • If there are any blocks on the patron’s account, the Patron Blocks dialog box appears. Resolve the blocks (see Manage patron blocks at circulation), or cancel the check-out.
   • A message asks if you would like to assign a special loan period. If you click Yes, the Special Loan dialog box appears. Set the special loan and click OK. For details, see Assign a special loan period.
   • If specific items have been checked out to the patron in the past, a message appears. You can continue to check out the item, or cancel the check-out.

   The items are checked out. If you have set Polaris to print check-out receipts from the Patron Status workform, the receipt prints. See Setting Up Receipt Printing from Workforms.

   Note:
   If your library collects reader ratings for outreach services patrons (see step 5), the packing list for reader ratings may print automatically in addition to the check-out receipt.

   You can package the items for delivery according to library procedures, or notify the patron’s designated representative that they are ready to pick up.

   Note:
   When an item on the patron’s pick list is checked out to the patron, whether from the pick list or during normal circulation, the Last Service Date for outreach services is updated on the Patron Status workform - Reader Services view, and the patron’s reading history is updated after overnight processing.

Related Information

• Mailing labels - For outreach services patrons who receive their materials by mail, you can print patron mailing labels or export the patron addresses to use in another application. See Creating Patron Mailing Labels.
• Borrow by Mail - Your library may use Borrow by Mail processing for outreach services and other patrons, where a patron can request a title and have the title checked out and mailed. See Borrow By Mail Circulation.
• Reading histories for outreach services patrons - Your library may set limits on reading histories for outreach services patrons that are different from those for other patrons. Your library may also allow you to remove individual items from patrons’ reading histories. See Remove items from a patron’s reading history.
• Outreach services patrons at normal check-out - Your library may display a prompt during normal check-out to update an active Outreach Services patron’s next service date if the item is not on the patron’s pick list. If you choose to update the next service date from the prompt, the patron’s Next Service Date and Last Service Date are updated based on the Outreach Services delivery schedule set for that patron. If no prompt is displayed, or if you choose not to update the service date, the patron’s next service date is not affected.