Renew Items from the Patron Status Workform

If your library charges for checkouts and renewals, and you are renewing an overdue item, you can resolve the overdue and renewal charges at once. See Renew Overdue Items - Resolve Fines and Renewal Charges.

To renew items from the Patron Status workform:

Note:
For information on messages and dialog boxes that may appear while you are renewing items, see Check-Out Blocks and Messages.

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

Tip:
If a checked-out item 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.

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

3. Choose one of the following options:
   • If you are renewing one or multiple items, select the items in the Items Out list, and click  or press CTRL+R.
   • If you are renewing all items, click  or press CTRL+A.
   • If you are doing a special renewal, select the appropriate items in the Items Out list, and click  or press CTRL+E. The Special Loan dialog box appears. See Assign a special loan period. The permission of “Modify renewal period” is required to select this option.

The new due dates are displayed.

Receipt Printing

• A receipt prints automatically if it is the library’s policy to always print the check-out receipt and you have set this workform to print check-out receipts.

Note:
For the first time after installation only, you need to set up Polaris to print receipts and slips. See Setting Up Receipt Printing from Workforms.

• If it is your library’s policy to print a check-out receipt only when the patron requests one, select Tools, Options and uncheck the Check out receipt option. If the patron requires a printed receipt, print the Items Out list by clicking the printer icon above the list (or press CTRL+ALT+).

Note:
The library can specify the information included on the printed Items Out list. SeeSet Items Out receipt options.

• Your library may provide eReceipts (e mail and/or text message receipts) for patrons who prefer these instead of printed receipts. For information about eReceipt settings in the patron record, see Add notification data to a patron record.

Related Information

Change due dates without renewal - See Reset due dates of checked-out items.