Library Check Out By Homeroom
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For training resources
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These instructions cover how you can check out copies By Homeroom.
- For instructions on how to check out copies To Patron, go to Library check out to patron.
- For instructions on how to hide a patron's barcode on check out, go to Hide patron barcode on check-out and check-in.
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, go to Back Office > Site Configuration > Site Administration. Once you have homerooms defined, then you need to update your patron records to the applicable homeroom.
- If you are not on the Check Out page, then follow the steps in the blue title bar.
- In the Homeroom drop-down, select the homeroom that is checking out copies, and then click Select Patron. The Select Patron page appears.
- 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.
- Select the patron who is checking out copies. The Check Out page appears.
- Make sure your cursor is in the Find box. Scan the barcode of the copy(ies) that the patron is checking out. The most recent copy that was checked out appears in the Items Out section. When copies are in theItems 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.
- To print a circulation receipt, see Print circulation receipts.
- Repeat the above steps for additional check outs.