FAQs: Checking Out and Renewing Accountable Materials

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Checking out accountable materials

The accountability check out process is mediated process. An accountability operator is responsible for visual validation of the patron’s credentials. The operator compares the patron’s credentials with the item’s classification level, access restrictions, and need to know restrictions, listed on the Accountable Item Override window presented in the Checkout wizard, and also the Renew Item and Renew User wizards. Even if the charge is permitted, typically, the accountability operator must still type an override code and click the Override & Checkout Item button.

However, there are behavior properties that can be set to streamline or even eliminate the verification and override process, as long as the user’s security level matches the item’s security level, and the charge is permitted.

Renewing accountable materials

When using either the Renew Item wizard or Renew User wizard to renew accountable items, the accountability operator will follow the same verification and override process as when checking out items, depending on how the wizard behavior properties are set.

Wizard properties to configure

The Checkout, Renew Item, and Renew User wizards display the following behavior properties. Use these properties to streamline the verification and override process.

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Require Override for Permitted Charge – If the charge or renewal is permitted (the user’s security level and item security level match) an Accountable Item Override window will open. The accountability operator must type an override code in the Checkout Permitted Override box for the charge to continue. This option is selected by default.

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Allow Permitted Charge without Override – If the charge or renewal is permitted (the user’s security level and item security level match), an Accountable Item Override window will open, but the Checkout Permitted Override prompt will not display. The accountability operator will acknowledge the accountability information, then click the Checkout Item next step button in this window.

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Allow Permitted Charge without Acknowledgement – If the charge or renewal is permitted (the user’s security level and item security level match) the Accountable Item Override window will not open, and the Checkout Permitted Override prompt will not display. The accountability operator can continue with the normal checkout or renewal work flow.

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Print Accountability Receipts – Click this option to print receipts for accountable items. An accountability receipt prints for each charged and renewed item. Click the Print Accountability Receipts button to specify the receipt header, receipt fields, and receipt footer.

Note: The Ephemeral Checkout wizard only displays the Print Accountability Receipt property. The other accountability behavior properties are not available in this wizard.