The circulation desk operator is able to quickly issue patron loans, renew patron loans, and process loan returns from almost any device, anywhere, including a conventional circulation desk. Loans are issued to patrons based on their access rights and associated loan rules, or by applying a common due date to a batch of loans. A full history of each patron's loans is recorded in their circulation record but is only accessible provided anonymisation has not been enabled. 


Go to: Circulation > Circulation Desk


Record A Loan

  1. - scan the patron's barcode to open their circulation record, or
  2. - search for a patron and select from the drop down list. Note: Only active and unblocked patrons will be listed. Patrons without a barcode cannot be retrieved
  3. - scan the barcode of the item being borrowed. Note: If alert messages display, proceed or cancel as appropriate. 
  4. Current loans display in reverse chronological order.
  5. Repeat Step 3 for each item the patron wants to borrow.
  6. Repeat Step 1 for the next patron.
  7. - display the last 5 borrowers for the current active session.
Note: Due dates are automatically calculated based on patron Circulation Rights and Holiday Calendar rules, but can be overridden by the circulation operator as required. All loan records are automatically saved.


Overriding Automatically Calculated Due Dates

Due dates for the return of loaned items are generated automatically and calculated using the patron's circulation rights and the library's holiday calendar. It is also possible to manually set due dates for return:
  1. Click on the automatically calculated Due date to manually change it by choosing an alternate date from the calendar.
  2. Set a Common Due Date. Note: All loans issued while this option is checked will be allocated the common due date displayed.

Note: Regardless of the method used to calculate the due date, the rules in the holiday calendar will always be used to adjust the calculated date as defined.


Print Or Email A list Of Loans Just Issued

  1. Clickafter issuing at least one loan to a patron in circulation to print a loan receipt for the patron:
    1. a receipt, or
    2. a receipt.


Review And Manage Patron's Circulation Record
  1. displays patron's current loans:
    1. indicates the number of loans overdue out of the total number of loans.
    2. highlights each overdue loan.
    3. renew all loans or renew a specific loan. Note: Patron's normal loan rules will apply.
    4.  view printable reports.
    5. mark loan as lost. Note: An operator is alerted if a lost item is subsequently found. 
    6. recall this loan. Note: Patron will receive an email if enabled.
  2. displays patron's entire preserved loan history:
    1.  print to PDF, Word or Excel.
  3. displays patron's current reservation activity:
    1.  print to PDF, Word or Excel.
  4. record or display notes about the patron:
    1.  to record a note.
    2.  Highlight on issue to alert operator during circulation.
    3. a patron from borrowing, check and record Reason For Blocking. Note: Blocks are not enforced via RfID stations.
    4. a blocked patron to reinstate borrowing rights, uncheck and optionally remove Reason For Blocking.
  5. displays any fines currently outstanding for the patron:
    1.  view report or pay fines.

Return Items From Loan and Items Used Within the Library

To return loans:
  1. - return one or more loans in a batches from the circulation page, or
  2. - return one or more loans in a batches from the header of any page.
  3. Returns dialog box will display relevant notes on return messages that may need acknowledgement, or advisory messages which do not need any action taken. Note: Configure Audio Events to set a beep for returns processing.
  4. - lock the Returns dialog box to retain the logged contents in the dialog until unlocked and the screen is closed. Note: This is helpful if you need to see last 10 returns.
  5. - register as anonymous loans items that have been used within the library without being formally checked out borrowed. Note: These are usually items that have been removed from the shelves by a patron not returned to their shelf position, perhaps left on a study desk or counter.
  6. - when displayed, scanned item barcodes not registered as a formal loan will be recorded as an item informally used within the library and aggregated for future analytics if enabled (see point 9 above).