CHECKIN – CHECKOUT CHEAT SHEET
Make sure you are on the CIRCULATION Tab at the top
Checking out to a user
Click on the CheckOut Wizard
Search for the user by clicking on the User Search Helper (Green man with a Magnifying glass in the upper left corner)
Search for the patron by name
If a box pops up answer any of the questions, you might have to put in the override of Bart.
Now scan the item ID’s
Once you have all of the Item ID’s scanned click on Check Out to New User (at the bottom of the screen)
The Printer Box will pop up (If you have a receipt printer)
Click OK and your receipt will print or Click Cancel to cancel the print job.
Checking Items In
Click on the CheckIn Wizard
Scan your items
Paying Bills
Click on the Paying Bills Wizard
If you are paying a bill for a user you just checked out to or checked items in for, click on the
Button with their name and user ID.
OR Search for the user by clicking on the User Search Helper (Green man with a Magnifying glass in the upper left corner)
OR Type or scan in their barcode If you are paying all bills owed by the patron you can put the amount being paid in the top Payment data well (include the decimal – 1.00)
Choose your payment type
Click Pay Bills at the bottom
Click Close or Make Payments for Another User
You can also pay the bills from the checkout Wizard. If the current patron has bills to pay the Pay Bill Helper will be available in the Checkout Wizard, it is the 7th icon from the left, Hand with money in it. Click on it and make the payments as instructed above.
You can also pay the bills from theCheckin Wizard. If the current patron has bills to pay the Pay Bill Helper will be available in the Discharging Wizard, it is the 3rd icon from the left, Hand with money in it. Click on it and make the payments as instructed above.
Marking an Item Used (use when a book is used in library, but not checked out -allows system to show use so that the book will not be weeded due to no checkouts)
Click on the Mark Item Used Wizard
Scan in the Item ID
When you are done, close the Wizard
Registering a new user
You can register a new user from the Checkout Wizard by clicking on the Register New User Helper, the 3rd Icon from the left, Green man with a star or you can click on the User Information and Maintenance at the left then click on the User Registration Wizard.
Scan in the new user id
On the Basic Info Tab fill in the following:
First Name
Middle Name (or Initial)
Last Name
Alt ID (state ID or DL if available)
On the Privilege Tab you will only need to give them their Pin, you shouldn’t need to make any changes.
On the Demographics Tab fill in the following;
User Cat 1 (it doesn’t matter what you put here as long as you put something)
User Cat 3 (you will need to give or deny permission for the CloudLibrary)
ELEM-CLOUD = Ages 0 – 7, grade levels; pre-preschool, preschool, kindergarten, and 1st grade
JR-CLOUD = Ages 8 – 12, grade levels; 2nd – 6th (plus ELEM-CLOUD content)
HIGH-CLOUD = Ages 13 – 18, grade levels; 7th – 12th (plus JR-CLOUD & ELEM-CLOUD content)
YES-CLOUD = Ages 19 & up, grade levels; college & beyond (all content)
NO-CLOUD = No access to CloudLibrary
Birth date (if you would rather put the birth date on the Extended info tab you can, but it must be somewhere in the record).
On the Address Tab fill in the following;
Care/OF (if the patron is under the age of 16 otherwise you can leave blank)
Street (address or P.O. Box)
CITYSTZIP (City, State Zip)
PHONE (you can use any of the phone fields that you would like)
EMAIL (if you want to send overdue notices to your patrons by email put their email address here).
On the Extended Info Tab if you put information in the ALT ID field on the Basic Tab and if you put the Birth Date on the Demographics Tab you don’t need to fill anything in.
User Groups Tab is only used if you want to group a family together, it is not necessary.
Renewing Users Privilege
If a user’s privilege has expired you will receive an Error box at the time of checkout that gives you several options, if you just want to update the privilege simply click on the Update Privilege button.
If a user’s privilege is about to expire there will be a Renew Privilege Helper available in the User Checkout Wizard, Paper with a head and a red circle around it, 5th icon from the left, Click on it to renew the privilege, then click on Extend Privilege at the bottom.
OR you can Click on User Information and Maintenance on the left side then click on the Renew Privilege Wizard. Find your user by user id or by searching using the User Search Helper. Click Extend Privilege at the bottom.