Setting Up and Using Visiting Patron (INN-Reach)

An INN-Reach visiting patron visits a library other than their home library in the INN-Reach system and checks out items using their home library credentials. If your library participates in INN-Reach, use the following steps to enable this functionality in Leap.

To enable the Visiting Patron Check Out (INN-Reach) menu option in Leap

  1. Contact Innovative (Part of Clarivate) to have a representative configure visiting patron in the INN-Reach Central server.

  2. In the Polaris System Administration (staff client), go to Administration Explorer > System > Parameters > Request.

  3. Set the INN-Reach: Enable visiting patron checkout parameter to Yes. The parameter is set to No by default.

  4. Select Save.

    The Visiting Patron Check Out (INN-Reach) menu option appears in Leap.

Using Visiting Patron Check Out (INN-Reach)

After you enable the menu item in Leap, staff can use Leap to check out an INN-Reach item and check in an INN-Reach item.

To check out an item to a visiting patron

  1. In Leap, select Utilities > Visiting Patron Check Out (INN-Reach).

    The Visiting Patron Authentication dialog opens.

  2. Select the INN-Reach participating library that the patron belongs to.
  3. Enter the patron's barcode.
  4. (Optional) Have the patron enter their password. This is optional or required based on the settings for the patron's account at their home library.
  5. Select OK.
  6. The Visiting Patron Check Out workform opens.

  7. Type or Find the barcode of the item to be checked out.

    Note:
    The patron can check out the item provided the item has a status of "In," is holdable and contributed to INN-Reach (see Circulate Items Requested via INN-Reach). And the patron is not blocked from borrowing or at their request limit.

  8. Select Enter .

    The item appears in the table and the Check Out number increments.

  9. (Optional) You can set a special loan time period for a visiting patron if you have Modify due date and time permission. For detailed steps on setting special loan time period, see Set a Special Due Date/Loan Period During Check Out.

  10. Select OK.

  11. Select COMPLETE.
    The items are checked out to the visiting patron.

Checking In an Item from a Visiting Patron (INN-Reach)

Visiting patrons can return items to either the lending library or their home library. Checking in visiting patron items follows the normal check in processes.

To check in an item from a visiting patron, see Check In Items in Normal mode.