Circulation - Renewing Checkouts
About
This article covers setting up and using the Renew User and Renew Item wizards to renew checkouts.
To learn about renewing a user's account privilege, see
Circulation - Renewing Patron Privilege.
Properties
Basics
Properties are workstation specific. To adjust properties:
1.
Close the wizard that you want to adjust if it's already open.
2.
Right-click on the wizard name and select
Properties...
3. At the top of the window where it says
Display property page, select
Never.
If you select Wizard Startup, the properties window will open every time you open the wizard, and any changes you make to the properties will only last for the duration of the session.
4. If you have questions about settings, consult the
Knowledge Base or press
F1 (WorkFlows Help).
5. When you're finished making changes, click
OK.
6. When you close WorkFlows, select
Yes when prompted to save changes.
Behavior Tab - Renew User
Configure Section
- Warning if user delinquent: if checked, a user status of DELINQUENT, BLOCKED, or BARRED will display as appropriate.
- Extend user's library privilege: If checked, staff can renew a patron’s expired privileges during the renewal process. If not checked, the patron won't be able to renew items (unless staff first renew the privilege in the Renew Privilege wizard).
- Display user alerts: If checked, displays important alerts, such as an available hold, claims returned items, privilege expiration, etc.
Charge Printing Section
Format your receipt-printing options here. See
WorkFlows - Receipts and Transit Slips.
Defaults Tab - Renew User
The Defaults tab can be left alone.
Helpers Tab - Renew User
Checking a helper box will add that
helper icon at the top of the
Renew User wizard. Uncheck helpers you don't use to reduce clutter and confusion.
Make sure to click the button next to a selected helper to configure the
helper's properties.
Behavior Tab - Renew Item
Configure Section
- Extend user's library privilege: If checked, staff can renew a patron’s expired privileges during the renewal process. If not checked, the patron won't be able to renew items (unless staff first renew the privilege in the Renew Privilege wizard).
- Accumulate fines: Select No. Despite how it's worded, this setting doesn't dictate whether a patron is fined for overdue items.
Charge Printing Section
Format your receipt-printing options here. See
WorkFlows - Receipts and Transit Slips.
Defaults Tab - Renew Item
The Defaults tab can be left alone.
Helpers Tab - Renew Item
Checking a helper box will add that
helper icon at the top of the
Renew Item wizard. Uncheck helpers you don't use to reduce clutter and confusion.
Make sure to click the button next to a selected helper to configure the
helper's properties.
Renewing Checkouts by User
The
Renew User wizard is great when you're helping a patron who doesn't have the item with her, or she has multiple items checked out that she wants renewed.
To renew the item(s):
1. Click the
Renew User wizard (Circulation module > Common Tasks toolbar > Renew User).
2. Pull up the patron's account by:
- Scanning the user ID barcode or
- Looking the user up with the User Search helper (icon of a person and magnifying glass).
3. Check the box in the
Renew column for each item you want to renew. If you want to renew all the items at once, check the
Select All box.
4. Click
Renew Selected Items at the bottom of the screen.
5. You'll then see a list of the items that were successfully renewed, their new due dates, and any fines, as well as a list of items that weren't renewed.
6. If you get an
Item has holds pop-up, we recommend you give the patron the option to either keep the item (and any overdue fines it accrues) or check it in so it can route to the next person in line.
7. A
receipt will print (if you've set those properties).
Renewing Checkouts by Item
The
Renew Item wizard is great when you're helping a patron who has the item(s) in hand that he wants renewed.
To renew the item(s):
1. Click the
Renew Item wizard (Circulation module > Common Tasks toolbar > Renew Item).
2. Scan the item ID(s).
3. You'll then see a list of the items that were successfully renewed, their new due dates, and any fines.
4. If you get an
Item has holds pop-up, we recommend you give the patron the option to either keep the item (and any overdue fines it accrues) or check it in so it can route to the next person in line.
5. Close the wizard.
6. A receipt will print (if you've set those properties).
Renewing Checkouts Using Right-Click Functionality
You can renew items in the
CheckOut wizard by
right-clicking:
1. Open the
CheckOut wizard (Circulation module > Common Tasks toolbar > CheckOut).
2. Under
Current user checkouts,
right-click on the item's title (or highlight multiple items and right-click) to view more circulation functions. Doing so allows you to perform more tasks without having to open additional wizards.
3. Select
Renew As Seen or
Renew As Unseen -- it doesn't matter which one you choose.
4. Click
OK.
5. If successful, the item(s) will display the new due date(s) and any fines.
6. If you get an
Item has holds pop-up, we recommend you give the patron the option to either keep the item (and any overdue fines it accrues) or check it in so it can route to the next person in line.
6. To print a receipt,
right-click the item(s) you want printed.
7. Select
Print
Checkout Slip.
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