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STANDALONE CIRCULATION

Chapter 2. CHECK OUT AND CHECK IN

 

 

Check Out

NOTE: A patron barcode is mandatory to log check out transactions using the Standalone Circulation module. For libraries that do not use library cards with printed barcodes (such as some school libraries), it is recommended that you periodically generate a "Patron Listing" report (refer to the Circulation Reports User Guide for details) to aid in the entry of valid barcodes for check out transactions.

To check out items:

  1. From the Standalone Circulation Module Menu, click the Check Out button (or press the F3 key on your workstation keyboard).
    • The Check Out window displays.

Check Out Window

Check Out Window

  1. Enter the name of the patron to which the associated items will be checked out in the Patron Name text box.
    • The Patron Name is optional.

    NOTE: Check out transactions will be logged by the Standalone Circulation module without including a Patron Name; however, the Patron Name can serve as an aid in verifying the check out transaction has been registered against the correct patron in the event an incorrect Patron Barcode is entered. It is recommended that a Patron Name always be included during the check out process.

  2. Enter the barcode of the patron to which the associated items will be checked out in the Patron Barcode text box.
    • The Patron Barcode is mandatory.

    NOTE: If you do not enter a Patron Barcode, the message "You Must enter a Patron barcode" will display when the Save button is clicked.

    IMPORTANT NOTE: The Save & Exit button does not verify presence of a Patron Barcode. If you do not enter a Patron Barcode and press the Save & Exit button, the current transactions will not be saved.

  3. Enter the barcode for each item you wish to check out to the associated patron in the Item to Check Out - Barcode text boxes. You may enter item barcodes for up to ten items for the current patron.

    If you do not enter at least one item barcode, the message "You MUST enter at least one barcode" will display when the Save button is clicked.

    IMPORTANT NOTE: The Save & Exit button does not verify presence of item barcodes. If you do not enter at least one item barcode, and press the Save & Exit button, the current transaction will not be saved.

    • Enter the barcode for one item only in each Item to Check Out - Barcode text box. You may enter barcodes manually, or with a barcode reader.
    • When entering item barcodes manually, press the <Enter> or <Tab> key on your workstation keyboard to move the cursor from the current Item to Check Out - Barcode text box to the next available text box.

    NOTE: When the tenth item barcode has been entered, and the <Enter> or <Tab> key is pressed, the "focus" of the cursor moves to the Save button. You must submit the current check outs (see step 5) before you can enter additional check outs (either for the current patron or for another patron).

    • When using a barcode reader, a "return" is automatically inserted after the barcode to move the cursor from the current Item to Check Out - Barcode text box to the next available text box.

    NOTE: When the tenth item barcode has been entered, the "focus" of the cursor moves to the Save button. You must submit the current check outs (see step 5) before you can enter additional check outs (either for the current patron or for another patron).

    IMPORTANT NOTE: Exercise care when using a barcode reader to avoid scanning a barcode when the "focus" of the cursor is on the Save (or the Save & Exit) button. In these cases, the automatic return inserted after the barcode will actuate the button and save the current check outs without saving the last item scanned. This will result in "lost" transactions.

  4. When all desired items (up to the maximum of ten) have been entered for the current patron, save the check out transactions by clicking the Save or Save & Exit button, as appropriate:
    • Click the Save button to save the current check out transactions and continue with additional check outs. The Check Out window refreshes with all text boxes cleared. Enter additional check out transactions as described in steps 2 through 5. You may enter additional check outs for the same patron, or enter check outs for a new patron.
    • Click the Save & Exit button to save the current check out transactions and exit the check out function. The Check Out window closes and returns to the Standalone Circulation Module Menu.