Adding or editing a patron, Adding a title during a checkout – Follett VERSION 6.00 User Manual

Page 139

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Chapter 8 Checking out items

139

If the loan period for the copy is defined as zero, a message appears stating that

the copy is nonĆcirculating. For more information about nonĆcirculating copies,

see Handling nonĆcirculating copies" on page 141.
If you try to check out or renew a copy that has a pending or ready hold or

reserve on it for another patron, a message appears asking you to confirm this

action. Since this message does not require a password to override it, you may

want to communicate your policy regarding holds and reserves to your staff.
If you try to check out a copy that has a future reserve on it, and the normal

circulation period would overlap the reserve period, Circulation Desk alerts you

with a message. It also automatically shortens the loan period so that the item is

due on the day before the pre-reserve processing date.
If the reserving patron retrieves the item before the reserve period, you need to

delete the reserve before checking out the item. This avoids any loan-period

shortening intended to protect the reserve.

See also:

For more information about block conditions, see Handling block

conditions during a transaction" on page 127.

Adding or editing a patron

You can add a new patron from the Circulation Desk main window by selecting

Add Patron from the Circulation menu and defining the patron information

exactly the same way you would when adding a patron in Patron Maintenance.

You return to the Check Out window upon saving the patron record. You can also

add a patron from the Holds/Reserves, Fines, and Lost Copies windows.

Additionally, if a scanned patron barcode is not associated with a patron

currently in your patron list, you are prompted to add the patron and taken to the

Add Patron dialog if you choose to do so. For information about adding patrons,

see How to add or edit a patron record" on page 187.
To edit a patron you must first select a patron from the Find Patron dialog, or by

scanning a patron barcode, then select Edit Patron from the Circulation menu or

click the Edit Patron button to the right of the Patron Group Box. You are

presented with the Edit Patron dialog where you can make your changes. As

when adding a patron, you return to the Check Out window upon saving the

patron record.

Note:

You can turn off the ability to add or edit patrons during checkout by using

the Limit Circulation Desk Access function. See Limiting and restoring

access to Circulation Desk" on page 118 for more information. You must

still use Patron Maintenance to delete patrons.

Adding a title during a checkout

When adding titles during checkout, Circulation Desk gives you the option of

creating temporary or permanent records. Whether you add a temporary or a

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