The circulation desk operator is able to quickly issue patron loans, renew patron loans, and process loan returns from almost any device, anywhere, including the conventional circulation desk. Loans are issued to patrons based on their access rights and associated loan rules, or by applying a common due date. A full history of each patron's loans is recorded in their circulation record. 


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. Those without barcodes 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 due dates 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 Loans

To return loans:
  1. Click  to return one or more loans in a batch.
  2. Click  in the header of any page.
  3. The Returns log will display relevant Notes on Return messages that may need acknowledgement, or advisory messages which do not need any action to be taken.
  4. The Returns log screen may be locked using the padlock button to retain the contents on the screen until unlocked and closed.