Checkout Wizard

The Checkout wizard is used to check out items to a library user. Depending on how wizard properties are set and if patron photos are configured to appear for your library, it can also be used to add a photo to the user's record. This wizard displays on the Circulation, Academic Reserves, and Outreach Services toolbars.

To check out items

Click the Checkout wizard.

Do one of the following.

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If the User Search helper is set in properties to display as the first step of the wizard, search for the user. The helper will automatically fill in the User ID box with the ID you select using this helper.

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In the User ID box, scan the user’s ID.

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If the Current button is available, click the button to select the last user record that was displayed, modified, or added.

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Type the user ID in the User ID box, and click Get User Information.

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Use the User Search helper to search for the user. If a list displays, select the user you want, and then click Check Out to User.

Note: If your library uses the barcode validation feature, a message appears if you type or scan a user ID with an invalid barcode format in the User ID field.

In the Item IDbox, scan the item ID or barcode.

If Cache Item IDs is selected in behavior properties, you can scan multiple item IDs in this box. Click Check Out Item to User to send all item IDs for check out.

In the List of Checkouts heading, the number of items checked out displays. Under List of Checkouts, the item’s title, call number, item ID, date due, and item type display. If the item that is charged results in a charge fee, the bill amount also displays. If the user has a patron credit account, and the wizard is configured to pay bills automatically with funds from the credit account, the amount paid from the credit account displays. Click the item ID glossary to view detailed information about the item.

If you select an item or group of items in the checkouts list and right-click, a circulation menu opens. From this menu, you can perform a variety of circulation tasks. See Right-click Menus.

Repeat step 3 (or 4) until all items are checked out.

If Display Email Current Checkouts receipt button is selected in behavior properties, you can click Email Current Checkouts to email the user a receipt containing information on the items checked out during this session.

Alternatively, if Display Email All Checkouts receipt button is selected in behavior properties, you can click Email All Checkouts to email the user a receipt containing information on all the items checked out to the user.

A confirmation dialog box displays. Click OK.

Note: WorkFlows returns an error message if the user does not have an email address in the user record.

For information on configuring checkout receipt emails, see the Configuring Checkout Receipt Email Template Files help topic.

If desired, you can add a photo to the user record, or replace the current photo with a new one. For more information, see Adding or modifying a patron photo.

After you have checked out items to the library user, select one of the following options:

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Check Out to New User to check out items to a new user

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Close to exit the wizard

Important Considerations When Using this Wizard

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If the item being checked out is already charged to the user, the wizard may renew the item according to library policies. Go to FAQs: Checking Out Materials for renewing items and recording the renewal as a “seen” renewal or an “unseen” renewal.

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If the user has a DELINQUENT or BLOCKED type user status, an alert window will display.

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If your site uses the User Groups feature and this user’s responsibility level is LINKED, then this user will inherit the delinquency status of the worst-case user in the group. If a user in the same group has a DELINQUENT, BLOCKED, or BARRED type user status, an alert window will display.

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If your library has configured due date slips to print a footer (lines of text at the end of the slip), and if you are checking out multiple items to the user, the footer will not print until you click either Checkout to New User or Close.

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It may be possible to find a user by a previous user ID, if configured in policies. Go to the FAQs: Searching User Records topic.

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If the user has a credit account and policies are configured to automatically pay fines/bills with money from the credit account, fines/bills created during check out may be paid automatically with funds from the user’s credit account. If bills are automatically paid, the amount paid from the user’s credit account displays in the Amount Paid Automatically in the list of checkouts. If a bill cannot be paid in full with funds from the user’s credit account, the bill is added to the user record. For more information, see FAQs: Credit User Accounts.

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If you are checking out a circulation set, type or scan the set ID. The wizard will display a list of items in the set. You can check out all items at once or select individual items to check out. For more information see FAQs: Circulating Items in Groups.