Library check out By Homeroom

To check out by homeroom, you first have to define homerooms. Once homerooms are defined, you need to assign patrons to the applicable homeroom.

The By Homeroom checkout option eliminates the need to scan patron barcodes or type patron names. Instead, you select patron names from a homeroom list.

To check out materials By Homeroom:

  1. Select Circulation > Check Out > By Homeroom sub-tab.
    Check Out page, By Homeroom sub-tab.
  2. From the Homeroom drop-down, select the appropriate homeroom, and then click Select Patron. The Select Patron page appears.
  3. To sort results by First Name, Last Name, or Nickname (appears in parentheses), select from the Sort By drop-down.

    Note: The Sort By drop-down defaults to last name.

  4. Select a student’s name or picture to check out to that student. The Check Out page appears.
    Students in a homeroom.
  5. After you select the patron’s record, scan the first item’s barcode in the Find field. The item appears in the Checked Out section. Scanning a second item moves the first book to the Items Out section.

    Check Out page showing two items in Items Out section

    Notes:

    • If a patron has fines or overdue items, or if a copy has an In Quarantine status, you will receive a blocked transaction message. Users with the Override library blocks permission can bypass the block.
    • To edit the due date for the item in the Checked Out section, click Change. Select the new due date and whether it is for this item, this patron or the rest of this session.
  6. If you want to provide a receipt, do one of the following:
    • To print a receipt: Click Print Receipt to open a printable PDF.
    • To email a receipt:
      1. Click Email Receipt, and then select the email addresses to include.
      2. Click Send.

      Notes: 

      • To customize receipts, see Set up receipts and refund notifications.

      • To use the email features in Destiny, the Destiny Administrator needs to set up the SMTP mail server.

      • Receipts with product-specific fine data will honor the View library fines, View resource fines, View textbook fines, and View patron fines permissions. This means users will only see associated info on the receipt. For example, users with the View resource fines permission will only be able to see resource-related receipts.
  7. To check out items to another student in the same class, click Select Patron.
  8. To check out items to students from a different homeroom, select another one from the Homeroom drop-down.
    Note: When copies are in the Checked Out section, you have the option to either Renew or mark them Lost.

For instructions on how to: