Patron Items Out

v.3


Items Checked Out

All items a patron has currently checked out will appear in the Items Out list. Use the list columns to display important information about the loans. Select one or more loans to take additional actions as needed.

WebClient_ItemsOut.png

Print Item receipt

  1. Select one or more circulations
  2. Click Actions and select Print Item Receipt
  3. This will print a date due slip for the selected circulations

Edit Due date

If a patron needs a special, extended loan period, or the item originally checked out with the wrong due date, adjust the date from Items Out.

  1. Select one or more circulations
  2. Click Actions and select Edit Due Date
  3. In the edit sure date dialog
    • Type a new date, or use the calendar gadget to select a date
    • Click OK

WebClient_ItemsOut_Actions_EditDueDate.png

Mark Lost (By Patron)

If a patron is sure that they have lost an item and are willing to pay the replacement cost, use the Mark Item Lost function to change the loan status and create a Lost Materials Bill. If an item is not returned before 6 weeks after the last due date, the system will mark the item lost and add a Lost Materials bill to their account.

ALERT! NOTE there is no confirmation dialog, or option to cancel the mark lost process once Mark Lost is clicked!

  1. Select one or more circulations
  2. Click Actions and select Mark Item Lost (By Patron)
  3. The item is marked lost, the transaction is moved to the Other/Special Circulations list, and a Lost Materials Bill for the replacement price is created

Renew

Renew All

Renew with Specific Due Date

Check In

Add Billing

This feature will apply a new manual billing to an existing circulation. Add Billing is also available from Patron Items Out and Item Status > Circ History List.

  1. Select the circulation to add the bill to
  2. Click Actions and select Add Billing
    WebClient_ItemsOut_Actions_AddBilling.png
  3. In the Bill Patron dialog enter Billing Type (reason), Amount billed, and a note (optional but recommended)
  4. Click Submit
    WebClient_ItemsOut_Actions_AddBilling_SubmitBill.png
  5. The Bill will appear in the Bills tab

Show Last Few Circulations

Other/Special Circulations

Circulations that have been marked lost (by the patron or that were overdue to the point of being considered lost) or marked claims returned will be moved to the Other/Special Circulations tab.


WebClient_ItemsOut_OtherSpecialCircs.png

Non-Cataloged Circulations

Non-cataloged circulations lists "check outs" of generic materials that are not cataloged. If a patron borrowed 5 paperbacks, the Non-Cataloged Circulations list will displays the 5 transactions with checkout date, due date, and item type, but no other specific information. There are no actions that can be taken on these transactions. When the due date arrives, the list will automatically clear.


WebClient_ItemsOut_NonCataloged_Circs.png

EvergreenWebForm
Topic Subject Web Client
Service

Documentation type None
Year

Includes RT Form? No
Status

Topic revision: r4 - 05 Apr 2019 - 13:17:29 - LindsayStratton
 

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