Check out items by class

The By Class checkout option makes it easy to check out resources to all students in a class without re-entering the teacher or class information. If class schedules have been loaded, users can use that data to load patron records for checkout by means of the Check Out By Class option.

To permanently assign an item by class, Follett recommends updating the Home Location on record using either Update Resources or Edit Item in the Catalog.

To check out materials to a class:

  1. Select Circulation > Check Out Items > By Class sub-tab.
  2. In the Find field, enter the teacher's name and click Find Teacher, or scan the teacher’s barcode.
  3. From the Class drop-down, select the appropriate class section.
  4. Do one of the following:
    • In the Find field, enter or scan the student’s barcode.
    • Click Class List to select the appropriate student from the list.
  5. In the Find field, scan the first item's barcode. The item appears in the Checked Out section. Scanning a second item moves the first item to the 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 resource blocks permission can bypass the block.

    • If you do not have the item barcode at hand:

      1. To search the database, enter a keyword from the description in the Find Item field, and click Find Item.
        • If you do not know the complete word, or are not sure how to spell it, you can use a wildcard, (*), to the end of what you do know. A wildcard can replace any number of letters at the end of a word.
      2. In the resulting list, click the resource name or Items you want to check out, and click the barcode of an item.

  6. To edit the due date for the resource item in the Checked Out section, click Change. Select the new due date and whether it is for this item, this location or the rest of this session.
    Check Out By Class with a teacher selected.
  7. 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.
  8. To check out resources to a different location, click Reset.

Checkouts

Checkouts do the following:

  • Honor the due date assigned in the "by class date range" loan period type.
  • Allow textbooks that use the textbook template to be checked out for any of the existing Resource Manager loan period types.

Note: When checking out to an active patron, if a message about licensing appears, you do not have the correct site licensing according to your agreement. Contact your Follett Sales Representative for more information.