!!! You are now viewing the latest version

of this Help Page from www.resourcemate.com !!!

How Do I's

Circulation, Check out

Click on Circulation, Check out or

ResourceMateŽ allows you to check out an item to anyone you have previously set up under File, Patrons.  If the item is already checked out, ResourceMateŽ gives you the option of adding the person to a waiting list.  When the item is checked in, the waiting list is automatically shown to you so you may check out the item again.

Use this screen to check out items out to people or organizations.  You may also add someone to the waiting list if the item they would like is already checked out.

Bar coding overview

Patron

Begin typing the last name of the patron who is checking out the items.  When you have chosen a patron you will see information about them displayed underneath this field.

Note:

You can choose names by first name instead of last name.  To change this preference from the default of last name, go into Utilities, Preferences, General Preferences, Circulation, Check out, Patron Search style and choose First name Last name.

You can change the patron information that is displayed when a patron is chosen.  Go into Utilities, Preferences, General Preferences, Circulation, Drop down List, Patron Information displayed to choose whatever patron information you want to show when a patron is chosen.

Why is the patron drop down grayed out?

If you are doing self checkout and Utilities, Preferences, General Preferences,        Circulation, Check out, Disable Patron Dropdown is checked, the patron dropdown will not be available.

You can search by entering name or phone number.

Click this if you need to find the patron by something other than last name or first name.  When you click, you will see the patron form, where you can find a specific patron, then click on

to return and select that patron.

Click this if you need to make a change to the currently selected patron.

Note:

If you are trying to check out to a patron that is not in ResourceMate, click on the

button. You will see the patron grid.

Click on New to add the new patron by entering the patron information and click on Save. Click on the Select button.

You will be returned to the Check Out form with the Patron activated with the newly added Patron.

If you have the Extended Circulation Add On Module, you chose a patron and got the Extended Circulation Check window, click here.

Resource Type / Item

Choose the resource type, then choose the item being checked out by typing the first few letters of the item title.    When you have chosen an item you will see information displayed underneath this field.

Note:

You can change the item information that is displayed when an item is chosen.  Go into Utilities, Preferences, General Preferences, Circulation, Drop down List, Item Information displayed to choose whatever item information you want to show when an item is chosen.

Why is the item drop down grayed out?

If you are doing self checkout and Utilities, Preferences, General Preferences,        Circulation, Check out, Disable Item Dropdown is checked, the item dropdown will not be available.

Click this if you need to find the item by something other than title.  When you click, you will see the item form, where you can find a specific item, then click on

to return and select that item.

Click this if you need to make a change to the currently selected item.

Note:

If you are trying to check out an item that is not in ResourceMate, click on the

button. You will see the item grid.

Click on New to add the new item by entering the item information and click on Save. Click on the Select button.

You will be returned to the Check Out form with the item activated with the newly added item.

If you have the Extended Circulation Add On Module, you chose an item and got the Extended Circulation Check window, click here.

Check out Date

The check out date will be set to today's date.  If you want to change it to enter items checked out yesterday (or any other date), click on the down arrow and a calendar will appear.

Expected Back

Check in date will be calculated based on the resource type of the item that is being checked out.  It can be changed by clicking on the down arrow to choose another date.

After a patron and item has been selected, click this button to add this item to the checkout list.  The items in the checkout list are not actually checked out until you click on "Check out all these items".

Note:

This button will not be available if

is not checked.

Click on this button to check out all items on the checkout list.

Click on this button to check out the current item.

Note:

This button will not be available if

is checked.

Click this button to print a receipt that you can hand to the patron after he or she has checked out items.  The receipt always shows all items checked out (today as well as those still checked out) and their due dates.  This receipt is a great reminder to the library user of the items he or she has checkd out and when they are due back.

Check Status (Plus)

Clicking on this button will remove all items from the checkout list and clear the patron and item information from the screen.

Checkout list

The checkout list shows the order number, item title, copy number and check in date.  You can change the check in date.

Clicking on this button will remove all items from the checkout list and clear the patron and item information from the screen.

Click this button to remove the highlighted item from the checkout list.

If this box is checked, a receipt will be generated after the items are checked out.

Plus only.  This field will be available if you have checked

The cursor must be in this field before you begin scanning bar codes.  You can scan the patron bar code or the item bar code.  The system will determine whether the scanned bar code was that of a patron or an item.

Plus only.  Check this box to automatically see the Patron Status check window whenever you change the patrons.  If there are no accumulated fines (Plus) and they don't have any items currently checked out, the window won't appear.  The window will always appear when you click on

Checking this box to accumulate check outs for this patron before applying the check out.  It is a good way of confirming before committing the check out.

Plus only.  Check this box in order to use bar coding for circulation.

---

Make a suggestion for this page.