Charging and discharging

Note—Remember to look at the screen after every barcode you scan. The system might have something to tell you (non-circulating materials, blocked accounts, special due dates, and piece counts are the most common examples).

To charge materials:

Use the Checkout wizard to check out items to a library user.

1. Click the Checkout wizard.
2. In the User ID box, either scan or type in the user ID. If you entered the user ID manually, either press Return or click Get User Information to display the user record.
3. In the Item ID box, scan the item ID or barcode. On the List of Checkouts, the number of items checked out displays. Under the List of Checkouts, the item's title and item ID, date due, and item type appear.
4. If WorkFlows displays a Confirm Number of Pieces dialog, verify that all of the pieces are there, then enter the override code.
5. Put a due date card in the pocket of each book or score you charge out:

• White for quarterly charges (due date should be pre-stamped).
• Blue for annual faculty charges (due date should be pre-stamped).
• Green for course reserves, 7 day items, and other special due dates (you will have to write the due date on the card).

6. Click Close to close the wizard or Check Out to New User to charge to another patron.

To discharge materials:

Use the Discharge/Checkin wizard to check in items returned to the library by the user.

1. Click the Discharge/Checkin wizard.
2. In the Item ID box, scan the item's ID. Notice that the item displays in the List of Discharges.
3. If WorkFlows displays a Confirm Number of Pieces dialog, verify that all of the pieces are there, then enter the override code.
4. Remove the due date card from the pocket (save the card for reuse).
5. Repeat until all items are discharged.
6. Click Close to close the wizard.