Check Out Items

To check out items to a patron

Tip:
If you have the required permissions, you can set a special due date or loan period that remains in effect for the entire session you are signed into Leap.

  1. Open the patron’s record.

    2. The Check Out view is selected, and the cursor is in the Scan or enter item barcode box.

    If your library system has configured free text user-defined fields to be used as alternate IDs, enter the alternate ID in the Patron barcode box and press ENTER. For information on enabling checkouts with alternate IDs, see "Setting Up Free Text User-Defined Fields for Alternate IDs" in the Polaris staff client help.

    If you are using Leap on a library workstation for which RFID is enabled, the return button displays the RFID symbol.

  2. Check each item out as follows:
    • Scan the item's barcode in the barcode box.
    • Select FIND TOOL, and search for the item to check out.
    • If you are using Leap on a library workstation for which RFID is enabled, place multiple items on the pad, and select the Return button to check out the items. See Using RFID in Leap.
  3. As you check out items, respond to the following prompts if they appear:
    • If you get the message that the item is from another branch, select CONTINUE.
    • If your library charges for checkouts, the Charge for Checkout dialog appears. Select PAY, WAIVE, CHARGE ACCOUNT, or CANCEL.

    Note:
    If your library has enabled EnvisionWare or Comprise as the eCommerce payments gateway, and a credit card reader is attached to the workstation, you can accept credit card payments in Leap.

    A Checkout successful message is displayed (when there are no blocking conditions), the item is listed as checked out, and the Check Out count indicates the number of items the patron has checked out.

  4. When you are finished checking out all the items for the patron, select COMPLETE or press Ctrl+Shift+. (be sure to include the period).
  5. If the Configure the patron for eReceipts prompt appears:
    1. Select OK. The Configure eReceipts dialog appears.
    2. On the Configure eReceipts dialog, select the eReceipt Option, and enter the information so that the patron can receive eReceipts for check outs.
  6. If the eReceipts prompt does not appear, and the patron does not receive eReceipts, select Print to print the receipt.

See also: