Managing a Patron's Circulation Activity

The Circulation Desk function enables you to conduct various basic circulation tasks. When you retrieve a patron record within the Circulation Desk function, that patron's circulation-specific information displays in the patron information tabs in the bottom half of the main window. The information you can view, and the tasks you can perform in each tab relate to the following:

• Items you currently are checking out to the patron
• Items currently checked-out to the patron
• Holds associated with the patron's record
• Fines associated with the patron's record
• Items the patron is checking in
• Links to other patron records
• Bookings to other patron records
• ILL items associated with the patron's record
• INN-Reach items associated with the patron's record

Depending on your currently selected tab, you can perform the following tasks in the Circulation Desk function:

Manage items during check out

• Check out items
• Print date due slips
• Override the calculated due date
• Right-click on an item to:
  • view the item record
  • edit on-the-fly items that were just checked out
  • print a list of checked-out items

Manage a patron's checked out items

• Renew an item
• Print a renewal receipt
• Mark an item lost
• Claim an item returned
• Change an item's due date
• Right-click on an item to:
  • view the item record
  • print a list of checked-out items

Manage a patron's holds

• Place an item-, volume-, or title-level hold
• Cancel a hold
• Modify a hold
• View the patron's history of cancelled holds
• Right-click on a hold to:
  • view the item, bib, or volume record
  • view the hold queue on the item, bib, or volume record
  • modify the hold
  • print the patron's list of holds

Manage a patron's fines

• Collect money
• Waive fines
• View and adjust the amount of a fine
• Add a manual charge
• View the notes in a patron record
• View the patron's history of fines paid
• Right-click on a fine to:
  • view the item record
  • view and adjust the amount of a fine
  • print a list of the patron's fines

Manage items during checkin

• Check in items
• Print a checkin receipt
• Backdate the checkin
• Waive charges for checked-in items, either using the Waive charges on items being checked in checkbox or using the Waive Charges button
• Collect money for fines on checked-in items
• Right-click on an item to:
  • view the item record
  • view and adjust any fines for the checked-in item
  • print a list of checked-in items

Manage linked patrons

• Link the patron record to a group of patrons
• Unlink the patron record from a group of patrons
• Retrieve a linked patron
• Right-click on a record to:
  • retrieve a linked patron
  • print a list of linked patrons

Manage a patron's bookings

• Add events
• Book any available item
• Book item records
• Cancel bookings
• Print booking slips
• View and modify a booking
• View the patron's booking history
• Right-click on a booking to:
  • view the item record
  • add a booking
  • view and modify a booking
  • print a list of the patron's bookings

Manage a patron's ILL requests

• Right-click on an ILL request to:
  • edit the item's barcode
  • view the ILL item record
  • print a list of the patron's ILL requests

Manage a patron's INN-Reach requests

• Right-click on an item to:
  • view the virtual item record
  • delete returned virtual items
  • insert a barcode into the virtual item record
  • print a list of the patron's INN-Reach requests

Note that if your library does not belong to an INN-Reach system, you cannot access the INN-Reach tab.