Staff Client Help v7.3 - v8.0
This commit is contained in:
+82
@@ -0,0 +1,82 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Checking In Shelf-Ready Items" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Change item information at Shelf-Ready Materials check-in</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Change_item_information_at_Shelf-Ready_Materials_check-in.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_81747_Change_item"></a>Change Item Information at Shelf-Ready Materials Check-In</h1>
|
||||
<p><a name="kanchor4087"></a><a name="IX_damaged_managing_at_1"></a><a name="kanchor4088"></a><a name="IX_changing_shelf_location_1"></a><a name="kanchor4089"></a><a name="IX_changing_circulation_1"></a><a name="kanchor4090"></a><a name="IX_changing_at_Receive_5"></a><a name="kanchor4091"></a><a name="IX_changing_at_Receive_4"></a><a name="kanchor4092"></a><a name="IX_changing_at_Receive_3"></a><a name="kanchor4093"></a><a name="IX_changing_at_Receive_2"></a><a name="kanchor4094"></a><a name="IX_changing_at_Receive_1"></a><a name="kanchor4095"></a><a name="IX_changing_at_Receive"></a><a name="kanchor4096"></a><a name="IX_at_Receive_Shipment"></a><a name="kanchor4097"></a><a name="IX_Manage_Item_at_Receive"></a>Your library may allow you to change an item’s collection, shelf location, material type, blocks, or non-public note from the Check-In Shelf-Ready Materials workform. To be eligible for these changes, the item’s circulation status must be In, the item’s assigned branch must the same as your workstation’s logged-in branch, and the item must be be listed in the top part of the workform (that is, it has been checked in but you have not clicked <b>Accept Shipment)</b>. </p>
|
||||
<p>To make these changes:</p>
|
||||
<ol>
|
||||
<li value="1">In the top part of the Receive Shipment workform, select the item or items you need to change.</li>
|
||||
<li value="2">Select <b>Tools, Manage Item</b>, click <img alt="ManageItemIcn00026.gif" style="margin-bottom: -5.000pt;vertical-align: text-top;clear: none;mc-float: none;width: 29;height: 29;" id="image17" src="ManageItemIcn00026_29x29.gif" />, or press <b>CTRL+M</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Manage Item Record dialog box opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the checkboxes for the fields you want to change, and select the new options from the lists. You can type information in the <b>Non-public note</b> and <b>Free text block</b> fields.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For the <b>Non-public note</b> and <b>Free text block</b> fields, you can select only one item at a time.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Save</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The dialog box closes, and the item record is updated with your changes.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+97
@@ -0,0 +1,97 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Doing Normal Item Check-Ins" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Change Item Information or Barcode at Check-In</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Change_item_information_or_barcode_at_check-in.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_27785_Change_an_item_s"></a>Change Item Information or Barcode at Check-In</h1>
|
||||
<p><a name="kanchor5813"></a><a name="IX_managing_at_check_in"></a><a name="kanchor5814"></a><a name="IX_item_barcode_changing"></a><a name="kanchor5815"></a><a name="IX_item_shelf_location"></a><a name="kanchor5816"></a><a name="IX_item_circulation_status"></a><a name="kanchor5817"></a><a name="IX_damaged_managing_at"></a><a name="kanchor5818"></a><a name="IX_changing_barcode_at"></a><a name="kanchor5819"></a><a name="IX_changing_shelf_location"></a><a name="kanchor5820"></a><a name="IX_changing_circulation"></a><a name="kanchor5821"></a><a name="IX_changing_at_check_in_5"></a><a name="kanchor5822"></a><a name="IX_changing_at_check_in_4"></a><a name="kanchor5823"></a><a name="IX_changing_at_check_in_3"></a><a name="kanchor5824"></a><a name="IX_changing_at_check_in_2"></a><a name="kanchor5825"></a><a name="IX_changing_at_check_in_1"></a><a name="kanchor5826"></a><a name="IX_changing_at_check_in"></a><a name="kanchor5827"></a><a name="IX_item_changing_at_check_in"></a><a name="kanchor5828"></a><a name="IX_at_check_in_3"></a><a name="kanchor5829"></a><a name="IX_Manage_Item_at_check_in"></a>Your library may allow you to change an item’s collection, shelf location, material type, circulation status, blocks, non-public note, or barcode from the Check In workform. To be eligible for these changes, the item’s circulation status must be In, and the item’s assigned branch must the same as your workstation’s logged-in branch. </p>
|
||||
<p>To make these changes:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You cannot change ILL items, course reserve items, quick circ items, or items whose records are locked (open). You can change on-the-fly (OTF) items, but the OTF block remains on the item.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can also change a new shelf-ready item’s information from the Receive Shipment workform. See <a href="Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>.</p>
|
||||
<ol>
|
||||
<li value="1">In the Check In workform list view, select the item or items you need to change.</li>
|
||||
<li value="2">To change the circulation status, shelf location, library-assigned block, free-text block, non-public note, material type, or collection, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>Tools, Manage Item</b>, click <img alt="ManageItemIcn.gif" style="width: 29;height: 18;" src="ManageItemIcn_29x18.gif" class="imginline" />, or press <b>CTRL+M</b>. The Manage Item Record dialog box opens.</li></ol><ol style="list-style-type: lower-alpha;" data-mc-continue="true"><li value="2">Select the checkboxes for the fields you want to change, and select the new options from the lists. You can type information in the <b>Non-public note</b> and <b>Free text block</b> fields.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For the <b>Non-public note</b> and <b>Free text block</b> fields, you can select only one item at a time.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Example:<br /></b>You can change the circulation status to <b>Bindery</b>, <b>In-repair</b>, <b>Unavailable, Missing, </b>or <b>Withdrawn</b>. If an item is damaged and you want to put it aside for repairs, you can select <b>In-repair</b>.</p>
|
||||
</blockquote>
|
||||
<ol start="3">
|
||||
<li value="3">Click <b>Save</b>. The dialog box closes, and the item record is updated with your changes.</li>
|
||||
<li value="4">To change the barcode, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can select only one item at a time to change the barcode.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Select <b>Tools, Replace Barcode</b>, click <img alt="ReplaceBarcodeIcn.gif" style="margin-bottom: 0.000pt;width: 20;height: 20;" id="image9" src="ReplaceBarcodeIcn_20x20.gif" />, or press <b>CTRL+B</b>. The Replace Barcode dialog box opens.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Type or scan the new barcode in the box. The new barcode cannot be blank.</li>
|
||||
<li value="3">Click <b>Save</b>. The dialog box closes, and the item record is updated with your change.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+80
@@ -0,0 +1,80 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Check-In</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Check-In.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_57442_Checking_In"></a>Check-In</h1>
|
||||
<p>You can check in items by various methods, depending on the situation. For example, you can do a normal check-in for a few items left at the desk, or a bulk check-in of all the items left in a book drop. You can also use the Check In workform to count the number of items that have been used in the library but not checked out.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>EContent records cannot be checked in from the staff client. EContent records are automatically checked in when they expire, or, if the vendor supports check-ins before expiration, the patron can check in from the PAC or from the vendor’s application. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a>.</MadCap:conditionalText></p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Doing_Normal_Item_Check-Ins.htm#XREF_20651_Checking_Items_In">Doing Normal Item Check-Ins</a>
|
||||
</li>
|
||||
<li><a href="Doing_Bulk_Item_Check-Ins.htm#XREF_13278_Performing_Bulk">Doing Bulk Item Check-Ins</a>
|
||||
</li>
|
||||
<li><a href="Checking_In_Shelf-Ready_Items.htm#XREF_33764_Checking_In_New">Checking In Shelf-Ready Items</a>
|
||||
</li>
|
||||
<li><a href="Tracking_In-House_Item_Use.htm#XREF_43761_Tracking_In_House">Tracking In-House Item Use</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+86
@@ -0,0 +1,86 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Doing Normal Item Check-Ins" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Check In Items With Missing Parts</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Check-in items with missing parts.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4557"></a>Check In Items With Missing Parts</h1>
|
||||
<p>You can use the Special Item Check-In dialog box to check in multi-part items, such as DVD or CD sets, that are returned with missing parts, whether the missing parts are discovered before or after the item is checked in. A staff member checking in multi-part items is likely to discover the missing parts while the item still has a status of Out. But, if the library uses automated materials handling (AMH) units, a staff member may discover that parts are missing after the item has been checked in by the AMH and has a status of In.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The following permissions are necessary to check in items with missing parts:<br />Special item check-in:Access<br />Special item check-in:Select missing<br />Special item check-in:Select unavailable<br /></p>
|
||||
<p>To check in multi-part items that are returned to the library with a part or parts missing:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Check In workform, and select <span class="Input">Tools > Special Item Check-in</span>. The Special Item Check-in dialog box opens.</li>
|
||||
<li value="2">Scan the item’s barcode or search for the item with the missing part.</li>
|
||||
<li value="3">Select one of the following options:</li>
|
||||
</ol>
|
||||
<ul>
|
||||
<li><b>Missing part: block & notify</b> - Enter a note regarding the missing part in the <b>Special item check-in note</b> box. This note will appear on the notice sent to the patron and on the item record. The note is optional, but if it is left blank, the notice does not specify exactly what part is missing. When you select this option and click <b>OK</b>, the following occurs:</li>
|
||||
</ul>
|
||||
<blockquote>
|
||||
<p class="Bullet">The item's status is updated to <i>Claim Missing Parts</i> and it appears on the Claims view of the Patron Status workform. From this view, you can charge the patron for the missing part if the item is salvageable, or declare the item lost if it is not salvageable. See also: <a href="../PPclaims/Manage items with missing parts.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Manage Items with a Claim Missing Parts Status</span></a>.</p>
|
||||
<p class="Bullet">The item is blocked from being circulated.</p>
|
||||
<p class="Bullet">A notice is generated. If the item's status is still Out, the notice is sent to the current borrower. If the item's status is In, the notice is sent to the last borrower. (If the last borrower is not available for an In item, a message appears and the item is not added to the dialog box).</p>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Items with system blocks for missing parts can be checked in at any branch, and the block will be removed even if the item goes In-transit, Held, or Transferred before it is updated to an In status. </p>
|
||||
<ul>
|
||||
<li><b>Mark item Unavailable</b> - When you select this option and click <b>OK</b>, the item is updated to a status of Unavailable, which prevents it from being circulated.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+80
@@ -0,0 +1,80 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Doing Normal Item Check-Ins" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Check In a Held Item with a Changed Pickup Location</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Check_in_a_held_item_with_changed_pickup_location.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2327"></a>Check In a Held Item with a Changed Pickup Location</h1>
|
||||
<p>If the pickup branch was changed for a held item either by a staff member or a patron (if your library allows patrons to change the pickup location), you can open the Hold Request from the Held items to transfer list at the bottom of the Request Manager workform, and check it in. </p>
|
||||
<p>To check in a held item with a changed pickup location:</p>
|
||||
<ol>
|
||||
<li value="1">Check in the item.</li>
|
||||
</ol>
|
||||
<p class="indent2">If the item is held and the pickup location was changed, the Transfer Hold message displays the new pickup location. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <b>Yes</b> on the Polaris -Transfer Hold dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The hold request's status changes from <b>Held</b> to <b>Shipped</b>.</p>
|
||||
<p class="indent2">On the Holds view of the Patron Status workform, <b>Rerouting from <i>[original pickup location]</i> to<i> [changed pickup location]</i></b><i></i>is displayed in the <b>Pickup Branch</b> column.</p>
|
||||
<p class="indent2">The Notes view of the Hold Request workform displays <b>Request was shipped to the pickup branch</b> in the Action column in the Request History.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If a held item is checked in or out via a Self Check unit or Polaris Express Check, the item is rerouted to the new location.</p>
|
||||
<p>See also <a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a>.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+99
@@ -0,0 +1,99 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Checking In Shelf-Ready Items" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Check in new shelf-ready items</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Check_in_new_shelf-ready_items.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_19843_Check_in_new_shelf"></a>Check in New Shelf-Ready Items</h1>
|
||||
<p><a name="kanchor4060"></a><a name="IX_receiving_shelf_ready_1"></a><a name="kanchor4061"></a><a name="IX_receiving_new_shelf_1"></a><a name="kanchor4062"></a><a name="IX_procedure_7"></a>To check in new items when a shipment of shelf-ready items arrives:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To do this procedure, you need the Acquisitions permissions <b>Access Acquisitions: Allow</b> and <b>Receive Shipment: Allow.</b></p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Acquisitions, EDI Services, Check In Shelf-Ready Materials</b> or click <img alt="receiveshipicon.gif" style="width: 32;height: 18;" src="receiveshipicon_32x18.gif" class="imginline" /> on the Polaris Shortcut Bar to display the Check-In Shelf-Ready Materials workform.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">If you will print hold or in-transit slips from this workform, select <b>Tools, Options</b> and set up receipt printing. See<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm">Setting Up Receipt Printing from Workforms</a></MadCap:conditionalText>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You need to do this step only once for this workform. If receipt printing has already been set up, skip this step.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Scan or type the barcode of the first item in the <b>Item barcode</b> box and press <b>ENTER</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The system automatically finds the barcode of the matching on-order item record, and the item is listed in the top section of the workform. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the item’s barcode label is damaged, you can also click <b>Find </b>to search for the on-order item record, but the record must have a barcode to be checked in on this workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Continue to scan items in the shipment.</li>
|
||||
</ol>
|
||||
<p class="indent2">As the items are scanned and checked in, they are listed in the top section of the workform.</p>
|
||||
<p class="indent2">As the items are checked in, each item’s circulation status is updated appropriately (for example, to In, In Transit, or Held). If you have the appropriate permissions, you can change item information (collection, shelf location, material type, blocks, or non-public note) while it is displayed in the top part of the workform. See<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="Change_item_information_at_Shelf-Ready_Materials_check-in.htm">Change item information at Shelf-Ready Materials check-in</a></MadCap:conditionalText>.</p>
|
||||
<p class="indent2">If items that fill hold requests or items that belong at another branch are checked in, and you have set receipt printing (see step 2), the appropriate holds slips or in-transit slips are printed. Depending on your library’s settings in Polaris Administration, you may also see messages alerting you that an item has holds, or that it should go to another branch. Click <b>OK</b> to acknowledge the message and continue scanning items.</p>
|
||||
<p class="indent2">If you receive error messages for no matching item records or other conditions, set the problem items aside and alert the technical services staff.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you have entered barcodes in error, you can select the item or items in the list and click <b>Remove Selected Items</b>. The items are removed from the list. At this point the items have been checked in but not received. Technical Services staff can run the Acquisitions report Shelf Ready Items Not Received in Acquisitions to identify these items and resolve their status.<br />If you have scanned the same item twice, you can ignore the error. The item is checked in only once.<br /></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">After the barcodes for all the items in the shipment have been scanned or entered, click the <b>Accept Shipment</b> button. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Try to scan all the barcodes for all the items in a single shipment before clicking <b>Accept Shipment</b>. This reduces the number of purchase order line item segments that are split into two segments—one for the copies received and one for the copies still on-order—and therefore makes further processing easier.</p>
|
||||
<p class="indent2">The scanned items appear in the bottom portion of the workform and the status of the linked purchase order line item segments is changed to Received. The <b>Note</b> column indicates how many copies were ordered and received.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You may notice that the ISBN/UPC number for an item differs in the top and bottom part of the workform. This is because the number in the top view comes from the linked bibliographic record, but the information in the bottom portion comes from the purchase order line item. The data in the purchase order line item reflects the material ordered from the vendor, so the ISBN or UPC number in this column should match what is on the physical item.</p>
|
||||
<p class="indent2">
|
||||
<img alt="receiveshipAccept.gif" style="width: 295.040pt;height: 225.199pt;margin-bottom: 0.000pt;" id="image16" src="receiveshipAccept.gif" /> </p>
|
||||
<p class="indent2">A log report is saved in the database when the shipment is received. Your library’s technical services staff reviews the report for problems. </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+78
@@ -0,0 +1,78 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Checking In Shelf-Ready Items</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Checking_In_Shelf-Ready_Items.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_33764_Checking_In_New"></a>Checking In Shelf-Ready Items</h1>
|
||||
<p><a name="kanchor1507"></a><a name="IX_receiving_shelf_ready"></a><a name="kanchor1508"></a><a name="IX_receiving_new_shelf"></a><a name="kanchor1509"></a><a name="IX_overview_30"></a><a name="kanchor1510"></a><a name="IX_receiving"></a><a name="kanchor1511"></a><a name="IX_shelf_ready_items"></a>If your library sends enriched EDI orders using Polaris Acquisitions and receives shipments of shelf-ready barcoded materials, you can scan the items when they are received at the loading dock to check them in so they can be circulated, and update the linked purchase orders at the same time. Your library system may check in and receive new items by this method at a central location, or each branch may process its own new shelf-ready items.</p>
|
||||
<p>To check in a shelf-ready item by this method, the matching on-order item record must have a barcode, and it must be linked to a purchase order line item segment. On-order items are created when the purchase order is released and are updated with embedded holdings data when full bibliographic records are imported using the Enriched EDI Orders import profile. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Check_in_new_shelf-ready_items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Check in New Shelf-Ready Items</span></a>
|
||||
</li>
|
||||
<li><a href="Change_item_information_at_Shelf-Ready_Materials_check-in.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Change Item Information at Shelf-Ready Materials Check-In</span></a>
|
||||
</li>
|
||||
<li> <![CDATA[
|
||||
]]><MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><![CDATA[ ]]><a href="../../Acquisitions/PAorder/Importing_and_Ordering_Processes.htm#TOC_Enriched_EDI_Orders_and" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enriched EDI Orders and Shelf-Ready Items</span></a></MadCap:conditionalText></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+115
@@ -0,0 +1,115 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Doing Normal Item Check-Ins" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Do a normal check-in from the Check In workform</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Do_a_normal_check-in_from_the_Check_In_workform.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_61518_Do_a_basic_check"></a>Do a normal check-in from the Check In workform</h1>
|
||||
<p><a name="kanchor5790"></a><a name="IX_normal_mode_procedure"></a>You typically use this method when a patron returns items to the circulation desk. (For information on messages or dialog boxes that may appear during check-in, see <a href="Doing_Normal_Item_Check-Ins.htm#XREF_75949_Check_In_Messages">Check-In Messages and Blocks</a>.)</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>For the first time after installation only, you need to set up Polaris to print receipts and slips from the current workform. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p>
|
||||
<p>To check in items from the Check In workform - Normal view: </p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Check In</b> on the Polaris Shortcut Bar, click <img alt="CheckInBut.gif" style="width: 33;height: 18;" id="image0" src="CheckInBut_33x18.gif" class="imginline" />, or press <b>F2</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your library includes a title column in the list of items checked in, and a checked-in item is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
<p class="indent2">The Check In workform - Normal view opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Set the number of <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A 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.</span></a> in the <b>Free days</b> box or click <b>Pick a date</b> and select a date from the calendar, if you want to use a value different from that shown. See <a href="Doing_Normal_Item_Check-Ins.htm#XREF_31552_Free_Days_at_Check">Free Days at Check-In</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When you select a date from the calendar, the system automatically calculates the number of free days. The date box shows the effective date of the check in with free days applied.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you are checking in a number of items, some with barcodes and some with RFID tags, group the items so that you check in all of one type, then all of the other. This method is faster than repeatedly switching between the barcode scanner and the RFID reader.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor5791"></a><a name="IX_checking_in_tagged_items"></a>Enter item information using one of the following methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Scan the item barcode in<span style="font-size: 12.0pt;"> </span>the<span style="font-size: 12.0pt;"> </span><b>Item barcode</b><span style="font-size: 12.0pt;"> </span>box, or type the barcode and press <b>ENTER</b>. If you use RFID tags as well as barcodes, this method does not set the security bit for RFID items.</li>
|
||||
<li>Select <b>Tools, RFID Check In</b> (or press <b>F9), </b>and place up to 10 items on the antenna tray. This method sets the security bit for each item.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must select <b>Tools, RFID Check In</b> or press<span style="font-size: 11.0pt;"> </span><b>F9</b><span style="font-size: 11.0pt;"> </span>for each batch of items you place on the RFID antenna tray. </p>
|
||||
<ul>
|
||||
<li>To find an item without a working barcode, click the <b>Find</b> button next to the <b>Item barcode</b> box to display the Polaris Find Tool and search for the item record.</li>
|
||||
</ul>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Loading a file of barcodes</span> - Select <b>Tools, Load barcode file</b>, or press <b>CTRL+ALT+I</b>. An explorer window opens, where you can browse to and select the file of barcodes.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your library has Polaris SimplyReports, you can use the following method to create the text file containing the barcodes:<br />1. Use the Find Tool to find the item records and apply the appropriate circulation status and branch limits.<br />2. Right-click on the search results and select Add to record set.<br />3. In Polaris SimplyReports, create an item list report with:<br />--- Barcodes selected as the single report output column<br />--- Text and Tab-delimited selected as the report output format<br />----The record set you created selected in the Item Record Set filter<br />4. Download the text file from SimplyReports.</p>
|
||||
<p class="indent2">The item barcode, due date, status, and comments appear in the list of items checked in. Through settings in Polaris Administration, your library may also choose to display the item’s title, material type, shelf location, call number, assigned branch, and/or the borrower’s name. </p>
|
||||
<ol start="4">
|
||||
<li value="4">Repeat the previous step until you have checked in all the items.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor5792"></a><a name="IX_previous_borrower_link"></a><b>Note:<br /></b>Your library may allow you to view the item’s last or current borrower. Right-click the item, and select <b>Links, Last borrower</b> or <b>Current borrower</b> from the context menu.</p>
|
||||
<p class="indent2">The status bar displays the total number of items checked in.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5"><a name="kanchor5793"></a><a name="IX_printing"></a><a name="kanchor5794"></a><a name="IX_check_in_1"></a>If you want to print a check-in receipt, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the items that should appear on the receipt.</li><li value="2">Select <b>File > Print, Check in Receipt</b>.</li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">If items are selected from multiple patrons, the items are grouped by patrons, and three blank lines are added at the end of each group. If auto-cut receipt printing is enabled, the receipt is cut at the end of each patron’s group of items. (Items with no patron information, for example those that went from In to In at check in, are also grouped together and separated from patron items.) The information that appears on the receipt is set in Polaris Administration.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The requesting patron’s name is not printed on the receipt when an item becomes held at check in.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor5795"></a><a name="IX_from_the_Patron_Status_2"></a><span class="FM_BulletHead">Check-in from the Patron Status workform</span> - You can check in an item from the Items Out view of the Patron Status workform. Right-click the item, and select <b>Check In</b> from the context menu.</li>
|
||||
<li><a name="kanchor5796"></a><a name="IX_from_the_Item_Record"></a><span class="FM_BulletHead">Check-in from the Item Record workform</span> - Select <b>Tools > Check In</b>, click <b><img alt="CheckInBut00025.gif" style="margin-bottom: -9.375pt;width: 34;height: 34;" id="image2" src="CheckInBut00025_34x34.gif" /></b>, or press <b>CTRL+I.</b></li>
|
||||
<li><span class="FM_BulletHead">Modifying a checked-in item</span> - See <a href="Change_item_information_or_barcode_at_check-in.htm#XREF_27785_Change_an_item_s">Change item information or barcode at check-in</a>.</li>
|
||||
<li><a name="kanchor5797"></a><a name="IX_transaction_data_on_item"></a><span class="FM_BulletHead">Viewing check-in data for an item</span> - The Item Record property sheet displays check-in data, including the transaction time, workstation, and logged-in user. Right-click the item in a list view (such as the Find Tool results list), and select <b>Properties</b> from the context menu. Or, on the Item Record workform, select <img alt="PropBtn.gif" style="margin-bottom: -16.750pt;width: 39;height: 39;" id="image3" src="PropBtn_39x39.gif" /> on the toolbar.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+112
@@ -0,0 +1,112 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Doing Bulk Item Check-Ins</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Doing_Bulk_Item_Check-Ins.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_13278_Performing_Bulk"></a>Doing Bulk Item Check-Ins</h1>
|
||||
<p><a name="kanchor3851"></a><a name="IX_overview_29"></a><a name="kanchor3852"></a><a name="IX_bulk_mode_overview"></a>Use the bulk check-in process when you want to do a fast check-in of many items, such as those left in the book drop. Items are processed more quickly because most blocks and dialog boxes do not appear. For example, overdue fines are charged automatically to patron accounts. However, your library can set Polaris to generate alert messages for hold requests, held items, and ILL items during bulk check-in. You may also see an alert message if an item does not belong to your branch. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Offline check-in is also a bulk check-in process. Patron accounts are automatically charged for overdue fines. </p>
|
||||
<p><a name="kanchor3853"></a><a name="IX_bulk_mode_procedure"></a><a name="kanchor3854"></a><a name="IX_procedure_6"></a>To check in items in bulk mode:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Check In</b> from the Polaris Shortcut Bar to display the Check In workform.</li>
|
||||
<li value="2">Click <img alt="CheckInBulkBtn.gif" style="width: 29;height: 18;" id="image11" src="CheckInBulkBtn_29x18.gif" class="imginline" />, or select <b>View, Bulk Mode</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3855"></a><a name="IX_setting_default_view"></a><b>Tip:<br /></b>You can make the Check In workform open to this view by default. Select<b> View, Save Current View as User Default</b>.</p>
|
||||
<p class="indent2">The Check In workform - Bulk view appears.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If your library includes a title column in the list of items checked in, and a checked-in item is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>) is added to the title. You may need to expand the title column to see the designation.<b></b></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Set the number of <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A 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.</span></a> in the <b>Free days</b> box or click <b>Pick a date</b> and select a date from the calendar, if you want to use a value different from that shown. See <a href="Doing_Normal_Item_Check-Ins.htm#XREF_31552_Free_Days_at_Check">Free Days at Check-In</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">When you select a date from the calendar, the system automatically calculates the number of free days. The date box shows the effective date of the check in with free days applied.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you are checking in a number of items, some with barcodes and some with RFID tags, group the items so that you check in all of one type, then all of the other. This method is faster than repeatedly switching between the barcode scanner and the RFID reader.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4"><a name="kanchor3856"></a><a name="IX_checking_in_tagged_items_1"></a>Enter item information using one of the following methods:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Scan the item barcode in<span style="font-size: 12.0pt;"> </span>the<span style="font-size: 12.0pt;"> </span><b>Item barcode</b><span style="font-size: 12.0pt;"> </span>box, or type the barcode and press <b>ENTER</b>. If you use RFID tags as well as barcodes, this method does not set the security bit for RFID items.</li>
|
||||
<li>Select <b>Tools, RFID Check In</b> (or press <b>F9</b>),<b> </b>and place up to 10 items on the antenna tray. This method sets the security bit for each item. You must select <b>Tools, RFID Check In</b> or press <b>F9</b> for each batch of items you place on the RFID antenna tray. </li>
|
||||
<li>To find an item without a working barcode, click the <b>Find</b> button next to the <b>Item barcode</b> box to display the Polaris Find Tool and search for the item record.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><a name="kanchor3857"></a><a name="IX_item_status_In_Transit_In"></a><b>Note:<br /></b>A Polaris Administration setting (Patron Services parameters - <b>Check-in: Prompt for in-transit in bulk mode</b>) controls whether a prompt appears when you check in an item that belongs to another branch. If the parameter setting is <b>No</b>, no prompt appears and the item’s status automatically changes to In-transit to the other branch. (If you set Polaris for in-transit slip printing at the Check In workform, then an in-transit slip prints. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.) If the parameter setting is <b>Yes</b>, you can choose to change the item’s status to In-transit or In. However, if you choose to change the item’s status to In and keep the item at your branch, the item’s assigned branch is <span class="FM_Emphasis">not</span> changed to your branch.</p>
|
||||
<p class="indent2">The item barcode, due date, status, comments, and fine charged to the borrowing patron, if applicable, appear in the list of items checked in. Your library may also choose to display the item’s title, material type, and/or the borrower’s name. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Repeat the previous step until you have checked in all the items.</li>
|
||||
<li value="6">If you want to print a check-in receipt, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select the items that should appear on the receipt.</li><li value="2">Select <b>File > Print > Check in Receipt</b>.</li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">If items are selected from multiple patrons, the items are grouped by patrons, and three blank lines are added at the end of each group. If auto-cut receipt printing is enabled, the receipt is cut at the end of each patron’s group of items. The information that appears on the receipt is set in Polaris Administration. This option is not available for offline check-in.</p>
|
||||
<h4><a name="XREF_89951_Related_Topics"></a>Related Information</h4>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Resolving fines</span> - To work with a patron’s fines, you must use the Patron Status workform - Account view. See <a href="../PPuseacct/Viewing_Patron_Financial_Accounts.htm#XREF_25997_Performing_a">Viewing Patron Financial Accounts</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Item satisfies a hold</span> - During bulk check-in you may see the following message: <span class="FM_BulletHead">This item satisfies a hold...Do you want to hold the item?</span> - A Polaris Administration setting controls whether this message displays, or whether holds are <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">trapped<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>An item is said to be trapped for a hold when an item that fills a request is scanned at circulation and the system links the item to a specific request, either automatically or by displaying a message that prompts you for a decision.</span></a> automatically. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPrequests/Set_Holds_options_Alerts_and_blocks.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Holds options: Define staff client and PAC alerts and blocks</span></a>.</MadCap:conditionalText> You can fill or override the request. If you override it, a message asks if you want to reactivate the hold request for the patron whose hold request was overridden. If you fill the hold, and you have set up printing for hold slips from this workform, the slip is automatically printed. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</li>
|
||||
<li><span class="FM_BulletHead">Resolve lost/billed item dialog box</span> - This dialog box appears when an item has been declared lost, but the item is found at circulation. See <a href="../PPlost/Managing_Lost_Items.htm#XREF_14110_Managing_Lost_Items">Managing Lost Items</a>.</li>
|
||||
</ul>
|
||||
<p>
|
||||
<ul>
|
||||
<li><span class="FM_BulletHead">Modifying items at check-in</span> - See <a href="Change_item_information_or_barcode_at_check-in.htm#XREF_27785_Change_an_item_s">Change item information or barcode at check-in</a>.</li>
|
||||
</ul>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+112
@@ -0,0 +1,112 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Doing Normal Item Check-Ins</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Doing_Normal_Item_Check-Ins.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_20651_Checking_Items_In"></a>Doing Normal Item Check-Ins</h1>
|
||||
<p><a name="kanchor3229"></a><a name="IX_normal_mode_overview"></a>When a patron returns an item to the front desk, you typically <a href="Do_a_normal_check-in_from_the_Check_In_workform.htm">check in the item in normal mode</a>, using the Check In workform - Normal view. As you are checking in items, you can do the following if you have the required permissions:</p>
|
||||
<ul>
|
||||
<li><a href="Resolve_a_fine_at_check-in.htm">Resolve a fine at check-in</a>
|
||||
</li>
|
||||
<li><a href="Change_item_information_or_barcode_at_check-in.htm">Change item information or barcode at check-in</a>
|
||||
</li>
|
||||
<li><a href="Check-in items with missing parts.htm">Check in items with missing parts</a>
|
||||
</li>
|
||||
<li><a href="Check_in_a_held_item_with_changed_pickup_location.htm">Check in a held item with a changed pickup location
|
||||
</a>
|
||||
</li>
|
||||
</ul>
|
||||
<p> In certain situations, such as when an item does not have a barcode label, you do not have the item in front of you, or the item record was created with a status other than In, you can check it in from the Item Record workform. If you are working with a patron record, you can also check in an item from the Patron Status workform - Items Out view. Whether you check in an item in normal mode, from the item record, or from the Patron Status workform, alerts may appear during processing. For example, an item may have a block on it, or an item may be overdue. When alerts appear, you must decide how the item should be processed. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to do a quick check-in of many items, such as a load of materials from the book drop, do a bulk check-in. This process eliminates most alerts. See <a href="Doing_Bulk_Item_Check-Ins.htm#XREF_13278_Performing_Bulk">Doing Bulk Item Check-Ins</a>. If you are working with Polaris offline, you can <span class="FM_Emphasis">only</span> do a bulk check-in.</p>
|
||||
<h2><a name="TOC_Shelving_Status"></a>Shelving Status</h2>
|
||||
<p><a name="kanchor3230"></a><a name="IX_at_check_in"></a>If there are no special circumstances, the item’s circulation status changes immediately to In when you check it in, although it may not be returned to the shelf for several hours. This can be confusing for a patron who finds the item in PAC, notes that it is In, but cannot find it because it is still on the book truck. Your library can set a period during which the checked-in item’s In status is displayed as Shelving, or another description. For that period, the shelving status description is displayed for the item in the PAC, Find Tool search results, the PAC preview in the bibliographic record, and the list of linked items available from the bibliographic record or any linked item record. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPitems/Setting_Shelving_Status.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Shelving Status</span></a>.</MadCap:conditionalText> You can limit Find Tool item searches by shelving status.</p>
|
||||
<h2><a name="TOC_Free_Days_at_Check_In"></a><a name="XREF_31552_Free_Days_at_Check"></a>Free Days at Check-In</h2>
|
||||
<p><a name="kanchor3231"></a><a name="IX_setting_free_days"></a><a name="kanchor3232"></a><a name="IX_at_check_in_1"></a>When an overdue item is checked in, <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">free days<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>A 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.</span></a> are days omitted from the overdue fine calculation so that patrons are not charged for overdues when the library is closed. You can set special free days for normal and bulk check-in. For example, if the library was unexpectedly closed for a day due to a storm, you might permit one or two free days. The default values for normal and bulk free days are set in Polaris Administration. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPfines/Calculating_Overdue_Fines.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Calculating Overdue Fines</span></a>.</MadCap:conditionalText> When you set a different number of free days for check-in, it applies <span class="FM_Emphasis">only</span> to your current check-in session. To set free days, you must have the Circulation permission <b>Modify free days: Allow</b>. </p>
|
||||
<h2><a name="TOC_Floating_Collections_and"></a><a name="XREF_18220_Floating"></a>Floating Collections and Check-In</h2>
|
||||
<p><a name="kanchor3233"></a><a name="IX_at_check_in_2"></a>Your library system or certain branches within the system may use floating collections, where certain items remain at the branch where they were last checked in. If an item is called to another branch, for example to fill a hold request, the item will stay at that branch when it is returned. The items move among branches as they are used, not according to a rotation schedule. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPfloating/Setting_Up_Floating_Collections.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Floating Collections</span></a>.</MadCap:conditionalText></p>
|
||||
<p>Floating collection processing takes place at check-in. The process happens automatically; if the item is not over limits set in Polaris administration, no message is displayed to the staff member when the item floats to its new assigned branch, the check-in branch. The item takes on the circulation parameters of its new assigned branch and remains there until it is checked in at (“floats” to) another branch.</p>
|
||||
<h2 style="mc-hyphenate: never;page-break-before: always;"><a name="TOC_Check_In_Messages_and"></a><a name="XREF_75949_Check_In_Messages"></a>Check-In Dialog Boxes, Messages, and Blocks</h2>
|
||||
<p><a name="kanchor3234"></a><a name="IX_messages_and_dialog_boxes_1"></a>The following dialog boxes, messages, and blocks may appear during check-in.</p>
|
||||
<h3 style="font-size: 12pt;">Fine dialog box</h3>
|
||||
<p>The Fine dialog box may appear during check-in if there is a fine on the item. See <a href="Resolve_a_fine_at_check-in.htm#XREF_77492_Resolve_a_fine_at">Resolve a fine at check-in</a>.</p>
|
||||
<p>In Polaris Administration, the Patron Services parameter <b>Check in: auto-charge fine from item work form and find tool context menu</b> controls whether overdue fines are automatically charged to the patron account when overdue items are checked in from the Item workform, the Find Tool context menu, or the Patron Status workform - Items Out view. If the parameter is set to <b>Yes</b>, the Fine dialog box does not appear. </p>
|
||||
<h3 style="font-size: 12pt;">Item Blocks dialog box</h3>
|
||||
<p>The Item Blocks dialog box appears during check-in if there are blocks on an item. See <a href="../PPblocks/Manage_item_blocks_at_circulation.htm#XREF_33474_Manage_item_blocks">Manage item blocks at circulation</a>.</p>
|
||||
<h3 style="font-size: 12pt;">Holds Messages</h3>
|
||||
<p><a name="kanchor3235"></a><a name="IX_messages"></a>The following messages related to holds may appear during check-in. See <a href="../PPholds/Working_with_Hold_Requests.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Working with Hold Requests</span></a>:</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3236"></a><a name="IX_reprinting"></a><span class="FM_BulletHead">This item satisfies a hold...Do you want to hold the item?</span> - You can designate the item to fill the request, or override the request. See <a href="../PPholds/Filling_Holds_at_Circulation.htm#XREF_16052_Satisfying_Hold">Filling Holds at Circulation</a>. If you fill the hold, and you have set up printing for hold slips from this workform, the slip is automatically printed.<span class="FM_BulletHead"> </span>See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.<span class="FM_BulletHead"> </span>You can reprint a hold slip for a held item by checking in the held item a second time, keeping the Held status for the item. </li>
|
||||
<li><span class="FM_BulletHead">Transfer this item to </span><span class="FM_Emphasis">library</span><span class="FM_BulletHead"> for hold?</span> - The item fills a hold request for a patron at another library. You can override the hold, or transfer the item. See <a href="../PPholds/Filling_Holds_at_Circulation.htm#XREF_16052_Satisfying_Hold">Filling Holds at Circulation</a>. If you transfer the item, and you have set up printing for in-transit slips from this workform, the slip is automatically printed. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</li>
|
||||
</ul>
|
||||
<h3 style="font-size: 12pt;">Resolve Lost/Billed Item Dialog Box</h3>
|
||||
<p>Your library may set this dialog box to appear when an item has been declared lost, but the item is found at circulation. See <a href="../PPlost/Resolve_a_lost-and-unpaid_item_at_circulation.htm#XREF_52854_Resolve_a_lost">Resolve a lost-and-unpaid item at circulation</a> and <a href="../PPlost/Resolve_a_lost-and-paid_item_at_circulation.htm#XREF_43460_Resolve_a_lost_and">Resolve a lost-and-paid item at circulation</a>.</p>
|
||||
<h3 style="font-size: 12pt;">Circulation Messages</h3>
|
||||
<p>You may see the following messages related to item circulation:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Item does not belong to this branch</span> - Your library may set this message to appear when an item does not belong to your branch. If you choose to put the item in-transit to the item’s assigned branch, and you have set up printing for in-transit slips from this workform, the slip is automatically printed. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>. If you choose to change the item’s status to In and keep the item at your branch, the item’s assigned branch does not change to your branch.</li>
|
||||
<li><span class="FM_BulletHead">Item is over your suggested limit </span>- If your system uses floating collections with material type limits, this message may appear when you check in a floating item from another branch that exceeds your branch’s limits for floating items of this material type associated with the same bibliographic record. You can continue to check in the item and override the limit, if that is your branch’s policy. Alternatively, you choose to put the item in-transit to its home branch, or you can cancel the check-in.</li>
|
||||
<li><b style="font-size: 11pt;">Collection floating limit reached</b> - If your system uses floating collections with load-balanced collection limits, this message may appear when you check in a floating item from another branch that exceeds your branch’s limits for floating items based on load-balanced collections. You can select <b>Yes</b> to continue to check in the item and override the limit, if that is your branch’s policy. Alternatively, you select <b>No</b> to put the item in-transit, or you can cancel the check-in. If you choose to put the item in-transit, it floats to the branch with lowest ratio of the number of items to collection limit.</li>
|
||||
<li><span class="FM_BulletHead">Item was withdrawn message</span> - Displayed when the item has been withdrawn from circulation. You can continue to check in the item, or you can cancel the check-in.</li>
|
||||
<li><span class="FM_BulletHead">Course reserve messages</span> - If your library uses Polaris course reserves, and an item is on reserve for a course, a message informs you that the item is on reserve. You may also see a message if the reserve item is intended for use in the library only. Click <b>OK</b> and put the items in the appropriate areas for reserve items. See <a href="../PPcourseres/Managing_Course_Reserves.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Course Reserves</span></a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+102
@@ -0,0 +1,102 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In|Doing Normal Item Check-Ins" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Resolve a fine at check-in</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Resolve_a_fine_at_check-in.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_77492_Resolve_a_fine_at"></a>Resolve a Fine at Check-In</h1>
|
||||
<p><a name="kanchor4568"></a><a name="IX_resolving_at_check_in"></a><a name="kanchor4569"></a><a name="IX_resolving_fines_at_check"></a><a name="kanchor4570"></a><a name="IX_resolving_fines_1"></a><a name="kanchor4571"></a><a name="IX_paying_at_check_in"></a>Fines for overdues, if any, are calculated automatically. When you attempt to check in an overdue item, a Fine dialog box indicates that a fine is being charged. The fine amount in the dialog box shows an amount related to the item you are checking in. The dialog box also warns you if the patron owes additional money not related to this item. </p>
|
||||
<p>To pay, waive, or charge a fine to a patron’s account when you check in an overdue item:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>In Polaris Administration, the Patron Services parameter <b>Check in: auto-charge fine from item work form and find tool context menu</b> controls whether overdue fines are automatically charged to the patron account when overdue items are checked in from the Item workform, the Find Tool context menu, or the Patron Status workform - Items Out view. If the parameter is set to <b>Yes</b>, the Fine dialog box does not appear. </p>
|
||||
<ol>
|
||||
<li value="1">(Optional) Change the amount of the fine, if necessary, by typing a new amount in the <b>Fine</b> box (maximum $2,000,000.00).
|
||||
<p class="NoteShade"><b>Note:<br /></b>To change the fine amount, you must have the Circulation permission <b>Modify fine amount: Allow</b>. </p></li>
|
||||
<li value="2">Choose one of the following options:
|
||||
<ul type="disc"><li>To check in the item and confirm that the patron owes money, but you will process the fine later, click <b>Continue</b>.</li></ul><p class="indent2">The fine appears in the <b>Pending patron account transactions</b> list. Each entry in this list displays the total amount of all fines for that patron. (If one patron has returned several overdue items, it does <span class="FM_Emphasis">not</span> list each individual fine.) Before you can close the Check In workform, you must resolve each patron’s fine by paying, waiving, or charging the patron’s account (see step 4).</p><ul type="disc"><li>To check in the item and waive the fine, click <b>Waive</b>.</li></ul><p class="indent2">A record of the waiver appears in the Transaction Summary box for the patron account (see <a href="../PPuseacct/Display_transaction_history.htm#XREF_89106_Display_a">Display a transaction’s history </a>). If you set Polaris for fine receipt printing at the Check In workform, a fine receipt prints (see <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>).</p><p class="NoteShade"><b>Note:<br /></b>Your library may suppress fine receipts for waive transactions. </p><ul type="disc"><li>To check in the item and charge the fine to the patron’s account, click <b>Charge Account</b>.</li></ul><p class="indent2">The charge is listed on the Patron Status workform - Account view, where you can pay or waive the charge later. See <a href="../PPuseacct/Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>. </p><p class="NoteShade"><b>Tip:<br /></b>To resolve all charges on the patron account, both old and new, click <b>Manage All Fines</b>. See step 7.</p></li>
|
||||
<li value="3">If you clicked <b>Continue</b>, and you are ready to process the fine, select the patron line item in the <b>Pending patron account transactions</b> list.</li>
|
||||
<li value="4">If you want to <span class="FM_Emphasis">charge</span> the selected line item to the patron’s account, click <b>Charge New</b> on the right side of the <b>Pending patron account transactions</b> list. The line item no longer appears in the list. The charge appears on the Patron Status workform - Account view, where you can resolve the charge later. See <a href="../PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>. </li>
|
||||
<li value="5">If you want to <span class="FM_Emphasis">pay</span> the selected line item, follow these steps:
|
||||
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <b>Pay New </b>on the right side of the <b>Pending patron account transactions</b> list.
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library uses Active Payment Manager (Class Point of Sale) to manage payments, the Class Point of Sale window opens. Follow your library’s procedures to process the payment.</p><p>The Pay dialog box appears.</p></li><li value="2">Type the amount to pay in the <b>Amount</b> box (maximum $2,000,000.00), if you are paying an amount other than the exact amount of the line item:
|
||||
|
||||
<ul type="disc"><li><span class="FM_BulletHead">Partial payment</span> (less than the line item amount) - If the line item represents a single charge, the payment will be recorded as a partial payment on the charge, and the Account Transaction list in the patron’s record will show a balance for the charge. If you are making a partial payment on multiple charges, the payment amount is applied to the oldest charges first. See <a href="../PPuseacct/Pay_charges_from_the_Account_view.htm#XREF_33555_Pay_or_waive_a">Pay charges from the Account view</a>.</li><li><span class="FM_BulletHead">Overpayment</span> (more than the line item amount) - If your library allows overpayments to be recorded as account credits, a dialog box appears that alerts you to the overpayment and provides the choice of crediting the account or not. Click <b>Yes</b> to credit the patron’s account. Click <b>No</b> to pay the charge without recording a credit. If your library does not allow overpayments to be recorded as credits, a message indicates how much change you should give the patron. Click <b>OK</b> on the message box.</li></ul></li><li value="3">Select a payment method in the <b>Method</b> box, and click <b>OK</b>.
|
||||
|
||||
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library accepts credit card payments, and the patron wants to pay with a credit card, select <b>Credit card</b> in the method box. For more information about taking credit card payments, see <a href="../PPuseacct/Take_credit_card_payments_for_fines_and_fees_-_PayPal_Payflow.htm#XREF_47024_Take_credit_card">Take credit card payments for fines and fees - PayPal Payflow Pro</a> or <a href="../PPuseacct/Take_payments_for_fines_and_fees_-_Comprise_SmartPAY.htm#XREF_82879_Take_credit_card">Take payments for fines and fees - Comprise SmartPAY</a>.</p><p>The line item no longer appears in the list. However, a record of the charge and payment appears in the Transaction Summary dialog box for the patron account. If any charges were only partially paid, or if an overpayment was credited, the transactions appear in the Account Transaction list for the patron account. See <a href="../PPuseacct/Viewing_Patron_Financial_Accounts.htm#XREF_25997_Performing_a">Viewing Patron Financial Accounts</a> and <a href="../PPuseacct/Processing_Charges_and_Payments.htm#XREF_54418_Charges_and">Processing Charges and Payments</a>.</p><p>If you set Polaris for fine receipt printing at the Check In workform, a fine receipt prints. You can also opt to print the fine receipt only for patrons who do not receive eReceipts. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p></li></ol></li>
|
||||
<li value="6">If you want to <b>waive</b> the selected line item, follow these steps:
|
||||
|
||||
<ol style="list-style-type: lower-alpha;"><li value="1">Click <b>Waive New</b> on the right side of the <b>Pending patron account transactions</b> list. The Waive dialog box appears.</li><li value="2">Type the amount to waive in the <b>Amount</b> box (maximum $2,000,000.00), if you are waiving an amount other than the exact amount of the line item:
|
||||
|
||||
|
||||
<ul type="disc"><li><span class="FM_BulletHead">Partial waive</span> (less than the line item amount) - For a partial waive on a single charge, the transaction will be recorded as a partial waive on the charge, and the Account Transaction list in the patron account will show a balance for the charge. If you are making a partial waive on multiple or all charges, the waived amount will be applied to the oldest charges first. See <a href="../PPuseacct/Waive_charges_from_the_Account_view.htm#XREF_58640_Waive_charges_from">Waive charges from the Account view</a>.</li><li><span class="FM_BulletHead">Distributed waive</span> - If you want to apply the same waived amount to <span class="FM_Emphasis">each</span> of multiple charges, select the <b>Distributed Waive</b> checkbox, and type an amount to waive. If your library does not allow distributed waives, this option is not available for selection.</li></ul><blockquote><p class="NoteShade"><b>Note:<br /></b>If the distributed waive amount is identical to a charge, the charge is cleared. Charges less than the distributed waive amount are not affected.</p></blockquote><p class="indent4">The line item no longer appears in the list. However, a record of the waiver appears in the Transaction Summary dialog box for the patron account.</p></li><li value="3">Click <b>OK</b> on the dialog box.
|
||||
|
||||
<p>If you set Polaris for fine receipt printing at the Check In workform, a fine receipt prints. You can also opt to print the fine receipt only for patrons who do not receive eReceipts. See <a href="../PPworkstn/Setting_Up_Receipt_Printing_from_Workforms.htm#XREF_66208_Setting_Print">Setting Up Receipt Printing from Workforms</a>.</p><p class="NoteShade"><b>Note:<br /></b>Your library may suppress fine receipts for waive transactions. </p></li></ol></li>
|
||||
<li value="7">To resolve other charges on this patron’s record, click <b>Manage All Fines</b> on the right side of the <b>Pending patron account transactions</b> list. The Patron Status workform - Account view opens. For information about working with patron accounts, see <a href="../PPuseacct/Patron_Status_and_Accounting.htm#XREF_59746_Using_Patron">Patron Status and Accounting</a>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Fine calculation</span> - Polaris Administration settings control how fines are calculated. </li>
|
||||
<li><span class="FM_BulletHead">Fine receipt information</span> - The information printed on fine receipts is determined by Polaris Administration settings. With the appropriate permission, you can also modify the message printed on check-out and fine receipts. See <a href="../PPworkstn/Set_receipt_printer_message_text.htm#XREF_17920_Set_receipt">Set receipt printer message text</a>.</li>
|
||||
<li><span class="FM_BulletHead">Working with patron accounts</span> - See <a href="../PPuseacct/Patron_Status_and_Accounting.htm#XREF_59746_Using_Patron">Patron Status and Accounting</a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+88
@@ -0,0 +1,88 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Patron Services |Check-In" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPckin.fm" /><title>Tracking In-House Item Use</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
||||
</script>
|
||||
<script>/* <![CDATA[ */
|
||||
window.dataLayer = window.dataLayer || [];
|
||||
function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
||||
|
||||
gtag('config', 'G-CFH4DBPHLD');
|
||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPckin/Tracking_In-House_Item_Use.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_43761_Tracking_In_House"></a>Tracking In-House Item Use</h1>
|
||||
<p><a name="kanchor734"></a><a name="IX_overview_31"></a><a name="kanchor735"></a><a name="IX_in_house_overview"></a>If your library tracks statistics for materials that do not circulate, but are used by patrons in the library, you check the items in after use with an in-house check-in process. (The Year-to-date and Lifetime statistics for in-house usage are updated in each item record, but the circulation statistics are not updated.)</p>
|
||||
<p><a name="kanchor736"></a><a name="IX_procedure_8"></a><a name="kanchor737"></a><a name="IX_in_house_procedure"></a>To check in items that were used in-house:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Circulation, Check In</b> from the Polaris Shortcut Bar to display the Check In workform.</li>
|
||||
<li value="2">Click <img alt="CheckInInHBtn.gif" style="width: 32;height: 18;" src="CheckInInHBtn_32x18.gif" class="imginline" />, or select <b>View, InHouse Mode</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Check In workform - InHouse view appears.</p>
|
||||
<p class="NoteShade"><b><b>Tip:<br></br></b></b>If you are working with a number of items, some with barcodes and some with RFID tags, group the items so that you process all of one type, then all of the other. This method is faster than repeatedly switching between the barcode scanner and the RFID reader.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3"><a name="kanchor738"></a><a name="IX_checking_in_in_house"></a>Enter item information using one of the following methods:<ul type="disc"><li>Scan the item barcode in<span style="font-size: 12.0pt;"> </span>the<span style="font-size: 12.0pt;"> </span><b>Item barcode</b><span style="font-size: 12.0pt;"> </span>box, or type the barcode and press <b>ENTER</b>.</li><li>Select <b>Tools, RFID Check In</b> (or press <b>F9</b>)<b>, </b>and place up to 10 items on the antenna tray. In check-in InHouse mode, security bits are not affected.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br></br></b>You must select <b>Tools, RFID Check In</b> or press<span style="font-size: 11.0pt;"> </span><b>F9</b><span style="font-size: 11.0pt;"> </span>for each batch of items you place on the RFID antenna tray. </p>
|
||||
<p class="indent2">Information about the checked-in item appears in the Items Checked In list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Repeat the previous step until you have checked in all the items.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor739"></a><a name="IX_viewing_in_house_item_use"></a><a name="kanchor740"></a><a name="IX_viewing_for_an_item"></a><span class="FM_BulletHead">Viewing item statistics</span> - To view year-to-date and lifetime in-house usage statistics for an item, open the Item Record workform - Statistics view. The Item Record workform - History view also shows when the item was scanned at in-house check-in.</li>
|
||||
<li><span class="FM_BulletHead">Reporting in-house use statistics</span> - Run the In-House Use report to see year-to-date and lifetime in-house use statistics for all items, organized by material type. Search <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Polaris_Basics/PIreports/Using_Polaris_Standard_Reports.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Using Polaris Standard Reports</span></a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2023 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.5</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user