Chapter 97. Circulating Items

Table of Contents

Check Out
Regular Items
Pre-cataloged Items
Due Dates
Check In
Regular check in
Backdated check in
Backdate Post-Checkin
Renewal and Editing the Item’s Due Date
Renewing via a Patron’s Account
Renewing by Item Barcode
Editing Due Date
Marking Items Lost and Claimed Returned
Lost Items
Refunds for Lost Items
Claimed Returned Items
In-house Use
Item Status
Checking item status
Viewing past circulations
Marking items damaged or missing and other functions
Item alerts
Mark an Item Long Overdue

Check Out

Regular Items

1) To check out an item click Check Out Items from the Circulation and Patrons toolbar, or select CirculationCheck Out.

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2) Scan or enter patron’s barcode and click Submit if entering barcode manually. If scanning, number is submitted automatically.

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3) Scan or enter item barcode manually, clicking Submit if manual.

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4) Due date is now displayed.

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5) When all items are scanned, click the Done button to generate slip receipt or to exit patron record if not printing slip receipts.

Pre-cataloged Items

1) Go to patron’s Check Out screen by clicking CirculationCheck Out Items.

2) Scan the item barcode.

3) At prompt, enter the required information click Precat Checkout.

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Tip

On check-in, Evergreen will prompt staff to re-route the item to cataloging.

Due Dates

Circulation periods are pre-set. When items are checked out, due dates are automatically calculated and inserted into circulation records if the Specific Due Date checkbox is not selected on the Check Out screen. The Specific Due Date checkbox allows you to set a different due date to override the pre-set loan period.

Before you scan the item, select the Specific Due Date checkbox. Enter the date in yyyy-mm-dd format. This date applies to all items until you change the date, de-select the Specific Due Date checkbox, or quit the patron record.

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