Check out items to a location
The To Location checkout option makes it easy to track resources that you temporarily loan or relocate. For example, materials that are permanently checked out to a book room, may be loaned out to a classroom temporarily.
Destiny checks out the item to the location using the loan period defined in Admin > Resource Policies. To permanently assign an item to another location, Follett recommends that you update the Home Location on the record using either Update Resources or Edit Item in the Catalog.
To check out materials to a location:
- Select Circulation > Check Out Items > To Location sub-tab.
- Select a location using one of the following methods:
- Scan the location's barcode in the Find field, or type it in and click
Go.
Note: To print barcode labels or a list of scannable barcodes for your locations, see Location Labels in Reports > Resource Reports.
- Search by keyword. Enter the location's name (or part of a name, followed by *) or number, click Find Location, and select the correct location from the resulting list.
- Click Pick Location, select a Site (if available) and Location from the drop-downs, and then click OK.
- Scan the location's barcode in the Find field, or type it in and click
Go.
- 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 you do not have the item barcode at hand:
- 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.
- In the resulting list, click the resource name or Items you want to check out, and click the barcode of an item.
- To search the database, enter a keyword from the description in the Find Item field, and click Find Item.
- To edit the due date for the resource item in the Checked Out section, click Change Date. Select the new due date and whether it is for this item, this location, or the rest of this session.
- To check out resources to a different location, click Reset Page.
Renew checked-out resources
Note: Checked-out resources can only be renewed if they have a loan policy interval that includes an associated calendar date or number of days. The Renew button only appears when the loan period changes the due date or has been updated. If the loan policy is Unlimited, the Renew button does not appear. To see it, check the item in and out again. |
- Renew from Checked Out Items:
- Select Circulation > Check Out Items > To Location.
- Click Pick Location or enter a name in the Find field, then click Find Location.
- Select the location.
- Click Renew for an individual item. The item is renewed.
- Renew resources by patron
- Perform a global renew
Mark checked-out resources lost or stolen
To mark a resource lost, click Lost next to the item. Click OK to confirm it is lost. If you charge fines for lost items, use the next page to do so. If you opted to have fines automatically assessed, an alert message lets you accept the fine, or edit or waive the amount.
To mark a resource stolen, click Stolen next to the item. Click OK to confirm it is stolen.
In-Hand Transfer During Checkout
An in-hand transfer is when an item or container from another site in your district is scanned at your site, and then transferred to your site.
Notes:
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Example: An item in your district is scanned at your site, but it is currently assigned to another site in the district.
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