circ:circulation:checkout
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circ:circulation [2017/07/18 15:44] – tmccanna | circ:circulation:checkout [2024/01/10 21:37] (current) – [Circulation Limits] tlittle | ||
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- | ====== | + | ====== |
- | ===== Basic Checkout | + | ===== Basic Checkout |
A normal checkout session would proceed as follows: | A normal checkout session would proceed as follows: | ||
- Staff member opens the Check Out screen (Circulation > Check Out). | - Staff member opens the Check Out screen (Circulation > Check Out). | ||
- | - Patron presents his/her library card; staff member scans card, determines if patron is in good standing (i.e., not blocked, barred, inactive, | + | - Patron presents his/her library card (see: [[circ: |
+ | - Staff member scans card to retrieve account. | ||
+ | - Staff member | ||
- Staff member scans barcodes of items presented for checkout. | - Staff member scans barcodes of items presented for checkout. | ||
- Staff member clicks the “Done” button to prompt printing of checkout receipt. | - Staff member clicks the “Done” button to prompt printing of checkout receipt. | ||
- Staff member should verbally inform patron of due dates. (It is good practice to also inform patron of due dates on any items already checked out on the account and to inform the patron of any fines owed.) | - Staff member should verbally inform patron of due dates. (It is good practice to also inform patron of due dates on any items already checked out on the account and to inform the patron of any fines owed.) | ||
+ | |||
+ | |||
+ | ===== Circulation Limits ===== | ||
+ | |||
+ | In most cases, a maximum of 50 items may be charged simultaneously on a PINES card [1999.05], [2002.12]. Some types of accounts, such as Restricted, and lower limits. See [[circ: | ||
+ | |||
+ | Materials circulate for varying periods of time; see the [[cat: | ||
+ | |||
+ | Audio-visual materials (DVDs, games, etc.) are limited to 15 per patron at any given time [2013.05]. This policy supersedes any local limits that previously been used. | ||
+ | |||
+ | ===== Proxy Borrowing ===== | ||
+ | |||
+ | Any user may present another user’s card to check out materials. | ||
+ | |||
+ | Policies regarding Proxy Borrowing and procedures for administering this feature are at the discretion of the individual library systems [2001.11]. | ||
+ | |||
+ | Materials placed on hold by juveniles, as with any and all parts of the juvenile’s patron record, are accessible and may be checked out by parents or legal guardians without prior authorization. | ||
+ | |||
+ | ===== Checking Out Non-Cataloged Items ===== | ||
+ | |||
+ | Many libraries do not have bibliographic records for paperback books, circulating magazines, or equipment. | ||
+ | |||
+ | - Retrieve the patron account as you would for a normal checkout. | ||
+ | - Click on Barcode to pull down a list of non-cataloged item types. | ||
+ | - Select the appropriate type of non-cataloged item. | ||
+ | - Enter the number of items. | ||
+ | - Click Submit. | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | These items will be checked out on the patron’s account and will be given a due date, but will accrue no fines. | ||
+ | |||
+ | ===== Pre-Cats ===== | ||
+ | |||
+ | With the exception of items that are intentionally non-cataloged (see above), all items borrowed by patrons should have a barcode and be checked out through Evergreen. If an item is brought to checkout without a barcode or if the barcode on an item is no longer in the database, it should be added/ | ||
+ | |||
+ | [{{ : | ||
+ | |||
+ | <note warning> | ||
+ | |||
+ | When it is determined that the item’s barcode is not in the database, fill out the form. | ||
+ | |||
+ | When the item is returned, it must be forwarded to the Cataloging Department for full entry into the database. | ||
+ | |||
+ | * [[cat: | ||
+ | |||
+ | ===== Cataloged Items Without Barcodes ===== | ||
+ | |||
+ | If a cataloged item has lost its barcode, staff should apply a new barcode to it before checking it out. | ||
+ | |||
+ | - Identify the old barcode number by searching the catalog. | ||
+ | - In Evergreen click Circulation > Replace Barcode. | ||
+ | - Enter the original barcode and the new barcode. | ||
+ | - Click Submit. | ||
+ | - Return to the patron account and check out as normal. | ||
+ | |||
+ | [{{ : | ||
circ/circulation/checkout.1500392671.txt.gz · Last modified: 2018/10/11 20:15 (external edit)