Check Out an Item

1. Move to the Loan Tab, .

2. Swipe the patron's card.

3. Scan the item's barcode.

4. Click on to print a receipt and complete the transaction.

5. Remember to demagnetize the item before handing it back to the patron.

Potential Pitfall #1: The patron doesn't have his card and doesn't know his account number.

Solution: Use the [...] button next to the patron dialog box to locate the account by the patron's name. Remember...

• • • search by last name, first name

    • SELECT THE CORRECT ACCOUNT (ask the patron to confirm his middle name/initial or address)

    • if the patron has multiple accounts (as in the case of proxies), use the appropriate account for the transaction

Potential Pitfall #2: The patron doesn't have an account at all.

Solution: Get the supervisor on duty, who will set up an account for the patron if appropriate.

Potential Pitfall #3: The patron has a block (e.g. Expiration date approaching, Patron has 1 recall overdue, Patron exceeded his max debt, Global Block - 07 Contact UNIV staff..., etc)

Solution: Get the supervisor on duty, who will investigate the issue.

Potential Pitfall #4: The item record does not exist (message = Unable to find item)

Solution: Get the supervisor on duty, who will use the Catalog Record and Create Item button to set up a temporary item record.