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<h1>Checking Out (Issuing)</h1> |
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<h1>Checking out (issuing)</h1> |
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<p>To begin the checkout process you must enter the patron barcode or part of their name. The checkout option appears in three main places:</p> |
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<p>To begin the checkout process you must enter the patron barcode or part of their name. The checkout option appears in three main places:</p> |
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<li>Check out option on the quick search bar</li> |
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<li>Check out option on the quick search bar</li> |
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</ul> |
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<h2>Checking Items Out</h2> |
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<h2>Checking items out</h2> |
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<p>To check an item out to a patron, first search for that patron using one of the many options listed above.</p> |
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<p>To check an item out to a patron, first search for that patron using one of the many options listed above.</p> |
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<p>At the top of the Check Out screen is a box for you to type or scan the item's barcode into.</p> |
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<p>At the top of the Check Out screen is a box for you to type or scan the item's barcode into.</p> |
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<ul> |
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<li style="color: #990000;">Important: Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check Out' button is automatically clicked</li> |
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<li style="color: #990000;">Important: Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check out' button is automatically clicked</li> |
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<li>If the barcode is not found you will be prompted to use fast cataloging to add the item. Learn more about fast cataloging later in this manual.</li> |
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<li>If the barcode is not found you will be prompted to use fast cataloging to add the item. Learn more about fast cataloging later in this manual.</li> |
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</ul> |
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</ul> |
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<p>Once you have checked out all of the items for the patron you can print them a receipt by choosing one of two methods.</p> |
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<p>Once you have checked out all of the items for the patron you can print them a receipt by choosing one of two methods.</p> |
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<p>The first is that you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick Slip.'</p> |
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<p>The first is that you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip.'</p> |
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<p>The second is that you can click the Print button at the top of the screen and choosing 'Print Slip' or 'Quick Slip'.</p> |
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<p>The second is that you can click the Print button at the top of the screen and choosing 'Print slip' or 'Quick slip'.</p> |
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<p>If you choose 'Print Slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Quick Slip' will print only the items that were checked out today.</p> |
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<p>If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Quick slip' will print only the items that were checked out today.</p> |
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<p>If there are notes on the patron record these will appear to the right of the checkout box</p> |
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<p>If there are notes on the patron record these will appear to the right of the checkout box</p> |
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<p>If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron</p> |
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<p>If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron</p> |
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<p>When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the X in the top right of the patron's info to remove the current patron from the screen and start over.</p> |
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<p>When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the 'X' in the top right of the patron's info to remove the current patron from the screen and start over.</p> |
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<h2>Check Out Messages</h2> |
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<h2>Check out messages</h2> |
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<p>There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.</p> |
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<p>There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.</p> |
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</li> |
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<li>Patron has been barred from the library |
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<li>Patron has been barred from the library |
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<ul> |
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<li>This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice Status Triggers</li> |
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<li>This can be set by the librarian editing a patron record and adding a flag or by the Overdue/Notice status triggers</li> |
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<li>Patron needs to confirm their address |
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<li>Patron needs to confirm their address |
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</li> |
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<h2>Check Out Warnings</h2> |
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<h2>Check out warnings</h2> |
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<p>Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. These warnings need to be acknowledged before you will be able to continue checking items out.</p> |
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<p>Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. These warnings need to be acknowledged before you will be able to continue checking items out.</p> |
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<li>Barcode not found</li> |
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<li>Barcode not found</li> |
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<p><strong>See the full documentation for Checking Out in the <a href="http://manual.koha-community.org/3.6/en/circulation.html#checkingout">manual</a> (online).</strong></p> |
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<p><strong>See the full documentation for checking out in the <a href="http://manual.koha-community.org/3.6/en/circulation.html#checkingout">manual</a> (online).</strong></p> |
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