Checking Out a Pickup Anywhere Item to the Patron

To check out a Pickup Anywhere item to the patron, you must be assigned permission 120 (IR Pickup Anywhere). For more information, see Permissions Used By Sierra.

When the patron arrives to pick up the item, perform the following steps:

  1. Choose Pickup Anywhere – Check-Out from the Function list.
  2. Enter the patron's name in the Patron Name box.
  3. Choose the Search button. The system searches for the patron record:
    • If the system finds a single match for the name you entered, it retrieves the patron record.
    • If the system finds multiple matches for the name you entered, it prompts you to select from a list of matching names. Note that you can view only patrons whose Pickup Anywhere requests contain the location key currently assigned to your login.
    When the system retrieves the patron record, it displays the following information:
    Patron Name box
    A text box containing the requesting patron's name.
    Patron Information fields
    Patron information fields. These fields can include the requesting patron's name, home library, central P TYPE, expiration date, and patron record number.
    Item Search panel
    A drop-down menu of item-related search criteria, accompained by a search text box.
    Requested Items table
    A table of Pickup Anywhere items that were sent to your site on behalf of the retrieved patron.
  4. Select the item(s) that you want to check out to the patron, in one of the following ways:
    • Select the item(s) from the table, or
    • Use the Item Search panel:
      1. Choose your search criteria (item barcode or title) from the drop-down list.
      2. Scan or enter your search criteria.
      3. Choose the Scan button.
  5. Choose the Process button. The system performs the following steps for each item:
    • Assigns the item a DUE DATE. The system calculates the DUE DATE by using the applicable Loan Rule from the Pickup Anywhere Rule Selection Table on the INN-Reach Central Server. Note that the system assigns the DUE DATE only to the item; the Loan Rule is not stored in the virtual item record.
    • Sends a message to the requesting patron's site to change the virtual item's STATUS from '#' (RECEIVED) to '-' (CHECKED OUT) and assign the DUE DATE calculated by the INN-Reach Central Server. The system stores the appropriate Loan Rule from the patron's site in the virtual item record. The system uses this Loan Rule to determine all other aspects of the loan (for example, whether the item is renewable, which notices to generate).
    • Changes the status of the requested item's entry in the Pickup Anywhere database on the INN-Reach Central Server from "RECEIVED" to "CHECKED OUT."
See also:
Circulating Pickup Anywhere Items
Pickup Anywhere for INN-Reach