Circulation - Checking Out
About
This article and video tutorial (below) cover setting up and using the CheckOut wizard in WorkFlows.
Properties
Basics
Properties are workstation specific. To adjust properties:
1.
Close the wizard that you want to adjust if it's already open.
2.
Right-click on the wizard name and select
Properties...
3. At the top of the window where it says
Display property page, select
Never.
If you select
Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the
Knowledge Base or press
F1 (WorkFlows Help).
5. When you're finished making changes, click
OK.
6. When you close WorkFlows, select
Yes when prompted to save changes.
Behavior Tab
Configure Section
- Extend user's library privilege: If checked, staff can renew a patron’s expired privileges during checkout. If not checked, the patron won't be able to check out items (unless staff first renew the privilege in the Renew Privilege wizard).
- Pay bills: If checked, a patron can pay bills from the user alerts window when checking out.
- Display circulation note: If checked, an item's circulation note (if it exists) will display during checkout.
User Alerts Display Section
- Display alert for delinquent user: If checked, a user status of DELINQUENT, BLOCKED, or BARRED will display as appropriate.
- Display user alerts: If checked, displays important alerts, such as an available hold, claims returned items, privilege expiration, etc.
- Display alert for previous loan: If checked, alerts staff if patron previously checked out a copy of the title. This property is available only in libraries that use the charge history feature.
Sounds Section
Enabling sounds is
not recommended. If sounds are enabled but the workstation's speakers are muted (or don't exist), WorkFlows tends to freeze.
Charge Printing Section
Format your receipt-printing options here. See
WorkFlows - Receipts and Transit Slips.
Email Checkout Receipt Section
Format your email receipt options here.
Paper receipts will currently still print even when you enable this feature.
Helpers Tab
Checking a helper box will add that
helper icon at the top of the
CheckOut wizard. Uncheck helpers you don't use to reduce clutter and confusion.
Make sure to click the button next to a selected helper to configure the
helper's properties. For example, if you decide to add the
Register New User helper to the
CheckOut wizard, make sure the default library, profile name, etc. match your library's settings in the
New User wizard (click screenshot to expand it).
If your library doesn't issue cards, or staff frequently look up patrons by name, check the
Start with search helper box.
Checking Out
To check items out (or renew an item that is currently checked out):
1. Click the
CheckOut wizard.
2. Pull up the patron's account using one of the following methods:
A. Scan the user ID barcode, or type it in and press
Enter or click
Get User Information.
B. Search for the user in the
User Search helper. If a list displays, select the user you want then click
Checkout to User.
Refer to the Properties - Helpers Tab section to automatically open this helper when you open the wizard.
C. Click the
Current button (if configured in properties) to select the last user record that was displayed, modified or added.
3. Scan an item barcode. Under
List of Checkouts, the item's title, call number, item ID, due date and item type will display. If there's a fee associated with the item, e.g. the item was overdue and the patron is renewing it, the bill amount will display. The total number of checkouts will appear next to the
List of checkouts heading.
4.
Optional:
Right-click on an item (or highlight multiple items and right-click) to view more circulation functions. Doing so allows you to perform more tasks without having to open additional wizards.
5. Once you're finished scanning items, click
Check Out to New User or
Close. A receipt will print.
Video Tutorial
Related Articles
Circulation - Checking In
About This article and video tutorial (below) cover setting up and using the Checkin wizard in WorkFlows. In the F1 WorkFlows Help, SirsiDynix refers to this wizard as Discharge/Checkin. The MSC has chosen to use Checkin as the default name for this ...Circulation - Removing Inactive Patron IDs
About This article covers setting up and using the Card # Manager wizard in WorkFlows to remove inactive patron ids. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard that you want to adjust if it's ...Circulation - Book Drop Check-In
About This article and video tutorial (below) cover using the Checkin Bookdrop wizard in WorkFlows. This wizard is most helpful for libraries that fine. Properties The Checkin Bookdrop wizard has many of the same properties settings as the CheckOut ...Circulation - Viewing Note Pop-Ups in CheckOut and Display User
About This article covers configuring properties so that staff see Extended Info Note pop-ups when checking out to a user and/or viewing their account. Properties Basics Properties are workstation specific. To adjust properties: 1. Close the wizard ...Circulation - Renewing Checkouts
About This article covers setting up and using the Renew User and Renew Item wizards to renew checkouts. To learn about renewing a user's account privilege, see Circulation - Renewing Patron Privilege. Properties Basics Properties are workstation ...