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.

Check Out Copies By 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. To print a list of all the items the patron has checked out and any fines owed, click Receipt.
  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: