Check out material

It is possible to check out and renew materials under the menu item Checkout and check-in > Checkout . It is a prerequisite that the patron has already been created.

A checkout/renewal is carried out in the following way:

1. Select patron

• Scan or enter the patron's card number.
• If you search for an incomplete name or number, the "Select patron" window opens automatically and performs a search, after which it is possible to select the desired patron. Here, the truncation wildcard can also be used by entering * after the number if the entire number is not known. If the patron is found, patron details will be displayed on the screen, including the patron's name, the patron's total loaned materials, reservations ready for collection and balance.
• If the patron's card number is not immediately known, the "Select patron" window can be opened manually by clicking the "Select patron" icon .
• If a PIN code is required: Enter the patron's PIN code to validate the patron's identity. You can set whether entering the patron's PIN code at checkout should be required for the device in question under device settings (found in the top right-hand corner).

2. Select material

• Scan or manually enter the materials to be checked out or renewed.
• Registered materials are shown in a table. From here it is possible to change a material's due date or remove materials from the checkout. By selecting the materials using the checkbox on the left-hand side, you can edit the due date for several materials at the same time. You can also click a material in the table to display the material's detail page.
• If the patron has already borrowed the material, the material is renewed, unless there are reservations on it, or the material has an unpaid compensation. When it is a renewal, this is indicated by a renewal icon .
  • NOTE! If the materials can fulfil a booking, the new due date is calculated as the day before preparation for the next booking starts, provided that this date is closer to today's date than the due date calculated by the loan profile.

3. Complete checkout

• The registered materials are checked out/renewed when "Complete checkout" in the bottom right-hand corner is clicked.
• If the material is registered as on loan to another patron, the material is automatically checked in and checked out to the new patron.
• If "Print receipt" is ticked, a checkout receipt will be printed when the checkout is completed. 
• If "Send receipt" is ticked, a checkout receipt is sent to the patron when the checkout is completed.

Checkout of reserved materials

If a title is reserved for another patron, but the material has not been picked for the reservation (i.e. it is not on the collection shelf or in transit), it can still be checked out by default. If this is not permitted in your library's configuration under Admin > Checkout > Allow checkout of materials on titles reserved for other patrons, a warning will be displayed when attempting checkout.

Materials that have been picked for a reservation (are on the collection shelf or in transit) can never be checked out to another patron, regardless of the configuration, unless the checkout is forced.

Force checkout

If the checkout of a material breaks any rules, a warning icon is displayed at the far left of the table. Even when there are warnings, the checkout can in some cases still be forced, depending on the specific warning and your user permissions. If it is possible to force the checkout, the "Force checkout" button is displayed in the bottom right-hand corner.

If a renewal is forced on a loan that has an unpaid compensation, the compensation is cancelled. 

Set due date

The due date is set by default on the basis of the loan profiles in the materials' material groups (see Material groups and loan profiles). 

If an individual material is to have a different due date from the one calculated by the loan profile, you can use the date picker in the table.

If subsequent materials are to have a different due date from the one calculated by the loan profiles, you can click "More actions" and then set a new date in the "Due date" field. This does not change the due date for materials that already appear in the list, only for new additions. The date is saved in the session (i.e. until you log out) or until you remove it manually again. This makes it possible to carry out workflows where large volumes of loans are to have the same due date. 

Export list of checked-out materials

It is possible to export a CSV file with a list of checked-out materials. This can be used, for example, in connection with a workflow where the materials are temporarily loaned to another library, which you can read more about under Temporary materials (end date).

To export a list of loans, do the following:

1. Scan the required materials into the checkout page so that they appear in the table.
2. Click "More actions" and tick "Export list of materials".
3. Click "Complete checkout"
4. A CSV file with a list of the checked-out materials is now exported.