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Check In by Patron Overview
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Check In by Patron Overview
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!!! You are now viewing the latest version
of this Help Page from www.resourcemate.com !!!
Circulation, Check in by Patron
Click on Circulation, Check In by Patron or click on
The Check in by Patron screen lets you keep track of when items have been returned.
With the Plus version of ResourceMateŽ, fines will be accumulated as items are returned. These can be viewed in the Patrons screen (File, Patrons) or printed with any of the patron reports. Payments against fines are applied in the Patrons screen as well as Check Out , this screen and Fines and Payments.
The waiting list is automatically checked by ResourceMateŽ. You may check out the item just checked in if someone is waiting for the returned item.
Patron
Begin typing the last name of the patron who is checking in 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 checkin 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.
Plus only. Check this box to show all items checked out for this family
Check in Date
The check in date will be set to today's date. If you want to change it to enter items checked in yesterday (or any other date), click on the down arrow and a calendar will appear.
Items currently checked out list
This list shows all items checked out by the curently selected patron. Check the box in the Selected column to determine which items will be checked in or renewed.
Click this button to select all shown items. These selected items can either be checked in or renewed.
Click this button to unselect all selected items.
Click this button to check in all selected items.
Click this button to renew all selected items. The new check in date will be calculated based on the resource type of the item that is being renewed.
Click this button to print a receipt that you can hand to the patron after he or she has returned or renewed 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.
Clicking on this button will remove all items from the checkout list and clear the patron information from the screen.
If this box is checked, a receipt will be generated after the items are checked in or renewed.
Plus only. This field will be available if you have checked
The cursor must be in this field before you begin scanning bar codes.
Plus only. Check this box if you would always like to be able to apply a payment after items are checked in. If this box isn't checked, you can click on
then
to pay a fine.
Plus only. Check this box in order to use bar coding for circulation.
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