Library Check Out By Homeroom

For training resources

Visit Follett Community

 

These instructions cover how you can check out copies By Homeroom.

Important: If you have both the Add title from search results and Check out library materials permissions, you can add permanent and temporary title records during checkout. To be able to create temporary records during checkout, you must have the Add temporary titles during checkout permission.

note: When copies are in the Items Out section, clickable status buttons appear that you can select as needed. The status buttons include Renew and Lost.

To sort results in 'check out by homeroom'

important: To check out by homeroom, you must have homerooms defined. To define homerooms, select Back Office > Site Configuration > Site Administration. Once you have homerooms defined, then you need to update your patron records to the applicable homeroom.

  1. Select Circulation > Checkout > By Homeroom sub-tab.
  2. In the Homeroom drop-down, select the homeroom that is checking out copies, and then click Select Patron. The Select Patron page appears.
  3. Use the Sort By drop-down to sort results by:
    • First Name
    • Last Name
    • Nickname (appears in parentheses)

    Patron names appear in the selected order.

    Note: The Sort By drop-down defaults to last name.

  1. Select the patron who is checking out copies. The Check Out page appears.
  2. Make sure your cursor is in the Find field. Scan the barcode of the copy or copies the patron is checking out. The most recent copy appears in the Items Out section. When copies are in the Items Out section, you have the option to change the due date.
    • To change the due date of the copies in the Items Out section, click Change.
    • Make changes accordingly, and then click Save.
  1. To print a circulation receipt, see Print circulation receipts.
  2. Repeat the above steps for additional checkouts.

Version: 17.0 ~ Published: Thursday, January 30, 2020 ~ 7:34:59 AM