Library Check Out To Patron

Library Manager provides two different checkout options – To Patron and By Homeroom – to help you track each item and ensure that patrons get the resources they need.

The instructions that follow cover how to check out copies to a patron. To learn how to check out copies by homeroom, see Library Check Out By Homeroom. To learn how to hide a patron's barcode on checkout, see Hide Patron Barcode on Checkout and Checkin.

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.

Check Out Copies To Patron

The To Patron checkout option is ideal when students come to the library individually or in small groups. Use the following steps to check out using To Patron:

  1. Select Circulation > Check Out > To Patron sub-tab. The Check Out page appears.
  2. Scan or type the patron's barcode in the Find field. The patron information appears.
    Note: If you don’t have the patron’s barcode number, you can search by name (see Search by Patron Name) or click Find Patron to see a complete list of your patrons. Just click the patron’s name to continue the checkout.
  3. To refine your search, you can:
    • Deselect the Only my patrons checkbox to search all sites’ patrons.
    • Select the Only search checkbox, and select an option from the drop-down to narrow the search based on a patron’s first, middle or last name, grade level, homeroom, etc.
    • Select the Only Active Patrons checkbox to search only active patrons.
  4. After you select the patron’s record, scan the first item’s barcode in the Find field. If you cannot scan an item's barcode, see Search for an Item. The item appears in the Checked Out section. Scanning a second item moves the first book to the Items Out section.

    Check Out page showing item in Checked Out section

    Notes:

    • If a patron has fines or overdue items, or if a copy has an In Quarantine status, you will receive a blocked transaction message. Users with the Override library blocks permission can bypass the block.
    • To edit the due date for the item in the Checked Out section, click Change Date. Select the new due date and whether it is for this item, this patron or the rest of this session.
  5. To print a list of all the items the patron has checked out and any fines owed, click Print Receipt.
  6. To clear the completed checkout and begin checking out to a new patron, click Reset.

Search by Patron Name

To find a patron by searching for their name:

  1. In the Find field, enter the patron's first, middle or last name, nickname, grade level, homeroom, user name, a value in one of the User Defined fields, or a District ID.
    Note: If you do not have the whole name or word, enter part of it, followed by *.
  2. Click Find Patron. A list of names that match the search appears.
  3. Click the name of the patron you want. The patron’s information appears.

Search for an Item

To search for an item:

  1. Make sure the patron information already appears.
  2. With the cursor in the Find field, enter one or more words of the title or the subject of a title in the Find field, and click Find Copy or press Enter. All the items that match the search are listed.
  3. Find the correct item.
  4. Click the item’s title. The barcodes for all copies available to check out appear.
  5. Click the barcode number of the item being checked out. The item is listed in the Checked Out section of the page.

Change the Due Date

When a copy appears in the Checked Out section, you can change the due date.

Mark Lost

To mark a copy in the Checked Out section lost, click Lost.

In Library Manager, the fine amount suggested is the purchase price from the copy record. If the purchase price is missing, the fine amount is the Max Fine from your Library Policies. If you opted to have fines automatically calculated, an alert message lets you accept the fine, edit the amount, or waive it.
Example of a Lost Copy message on the Patron Status screen

  • It says the copy will be marked as lost.
  • It lists the patron name and barcode.
  • It includes the amount the patron will be charged.
  • It includes two buttons: OK and Cancel.

If you click OK, the copy will be marked as lost.

Renew

You can extend the due date by clicking Renew next to a copy in the Checked Out section. For details, see Renew Checkouts.