Circulation: Check In

Overview

Scan an item in Check In to clear a circulation from a patron's account or to process an item status update.

Basic Check In

1. To check in an item, click Check In Items on the home screen. Or, select Check In from the Circulation menu in the toolbar.
2. Scan in the item barcode (or enter the barcode manually and click Submit).
3. The item will appear in the Items Checked In table.

Backdated Check In

To backdate a check in, such as for book drop materials or following an emergency closure, change the Effective Date before scanning items.

1. Manually type the effective date or use the calendar gadget.
2. Once the date is changed, a Backdated Check In [m/dd/yyyy] statement will be added at the top of the screen. A Backdating Enabled button will also appear at the top of the screen.
3. To clear the backdate, refresh the Check In screen or close the tab.

Backdating Post-Checkin

If items have already been scanned using the current date, but should have been backdated, the effective date can be retroactively changed.

1. Select the item(s) from the Items Checked In table
2. Select Backdate Post-Checkin from the Actions menu
3. In the Backdate Already Checked-In circulations dialog, set the effective date. Manually type the correct date or use the calendar gadget.
4. Click Submit

After submitting the backdate, the screen will return to the original check in list, and will not reflect the back date. If desired, to verify that the item has been backdated, click the item barcode to open the Item Status Detailed View. In the Quick summary display, you can see both the Checkin Time - the backdate, and the Checkin Scan Time - the actual date the item was handled.

Special Check In Circumstances

Item Is Captured for a Hold

When an item will fill a hold for pickup at your library, a Hold Slip pop-up will open. The alert includes item, hold, and patron information. Click Print to trigger the print version of the Hold Slip. When an item will fill a hold for pickup at another library, a Transit Slip pop-up will open. The alert includes the destination library, item, and hold patron information. Click Print to trigger the print version of the Hold Transit Slip.

Item is put in transit

When an item is to be routed to its owning library, a Transit Slip pop-up will open. The alert includes the destination library and item information. Click Print to trigger the print version of the Hold Transit Slip.

Checkin Modifiers

Checkin Modifiers can be used to automate certain check in or item processing behaviors. When a Checkin Modifier is selected, the name will be displayed in a pink bar below the Checkin Items page label. Once a Checkin Modifier is selected, it will remain selected until it is unchecked. You may navigate away from the Check In page, or even logout from your workstation entirely, and the Checkin Modifiers you have selected will still be active when you return to the Check In page.

Ignore Pre-cataloged Items

No prompt ("This item needs to be routed to cataloging") when checking in a pre-cataloged item. Item status changes to Cataloging silently.

Suppress Holds and Transits

Item will not be used to fill holds or be sent in transit, and instead will immediately have the Reshelving status.

Amnesty Mode

Overdue fines will be voided if already created or not be added at all if not yet created for the circulation transaction.

Auto-Print Hold and Transit Slips

Hold Slips and Transit Slips will automatically be printed without the normal pop-up. Items are made available for hold or put in transit if applicable.

Clear Holds Shelf

Checking in hold-shelf-expired items will clear the items from the hold shelf (holds to be cancelled) after they have expired (generally after seven days). This will cancel the hold, clear the item from the Holds Shelf list, and put the item into Reshelving, in transit to its owning library, or will fulfill the next hold in the queue.

Retarget Local Holds

When checking in in process items that are owned by the library, attempt to find a local hold to retarget. This is intended to help with proper targeting of newly-catalogued items.

Retarget All Statuses

Similar to Retarget Local Holds, this modifier will attempt to find a local hold to retarget, regardless of the status of the item being checked in. This modifier must be used in conjunction with the Retarget Local Holds modifier.

Capture Local Holds as Transit

Any local holds will be given an in transit status instead of on holds shelf. The intent is to stop the system from sending holds notifications before the item is ready to be placed on the holds shelf and item will have a status of in-transit until checked in again.

Manual Floating Active

Floating Groups (in which items do not have set circulation libraries, but are shelved wherever they are checked in) must be configured for this modifier to function. The manual flag in Floating Groups dictates whether or not the "Manual Floating Active" checkin modifier needs to be active for a copy to float. This allows for greater control over when items float.

Update Inventory

When an item is scanned, the workstation and date/time will be recorded in the item's Inventory Workstation and Inventory Date fields.

Print Check In Receipt

Example check in receipt:

Check In Alerts and Failures

Mis-scan Alert

Copy Alert

Copy Status Lost

When a lost item bill has not been paid, or has been partially paid, the copy status remains Lost. If a Lost item is returned, force the action the return the item to circulation. A refund will not be applied to the patron's account.

Copy Status Lost and Paid

When a lost item bill has been paid in full, the copy status changes to Lost and paid and the circulation transaction has been cleared from the patron account. If a Lost and Paid item is returned, library staff cannot check it in. They must route it to holdings maintenance staff who can manually edit the item record and change the Lost and Paid copy status to Available.

Copy Status Missing

The alert states "checkout" exception, even when the item is scanned in check in.