Discharge/Checkin Wizard

The Discharge/Checkin wizard is used to check in items returned to the library by the user.

To check in items

Click the Discharge/Checkin wizard.

In the Item ID box, scan the item’s ID.

Click Discharge Item to check in the item you scanned. Notice that the item displays in the List of Discharges. To sort items in the discharge list in ascending or descending order, click the column heading of the column you want to sort.

If you select an item or group of items in the discharge list and right-click, a circulation menu opens. From this menu, you can perform a variety of circulation tasks. See Right-click Menus.

Repeat the previous steps until all items are discharged.

After discharging items, select one of the following options:

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Clear Discharge List to clear the list.

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Close to exit the wizard.

Important Considerations When Using this Wizard

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If the user has a user status of the BLOCKED or DELINQUENT delinquency type, and the Warning if User Delinquent property checkbox is selected, a status alert window appears during the discharge/checkin process. You can investigate why the user has a blocked or delinquent status, accept payment from the user for bills, or continue checking in items.

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If a Current record exists for the item, click the Current record button to access the last record displayed, modified, or added.

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If the discharged item is part of a floating collection, you will be asked to shelve it in your library, unless it is needed at another library for a hold, booking, or reserve.

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When a user’s record is located, information from the user record displays under User Information. User Information only displays if the Display User Information property checkbox is selected.

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If a user has claimed to have already returned the item, and the Check for Claims Returned Items property checkbox is selected, an alert window appears during the discharge/checkin process. You can continue checking in items, open and modify the record of the user who claimed to have returned the item (when checkin is complete), or cancel the discharge/checkin process.

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It may be possible to find a user by a previous user ID, if configured in policies. Go to the FAQs: Searching User Records topic.

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If the patron has a credit account and policies are configured to automatically pay fines with funds from the credit account, fines created during discharge/checkin may be paid automatically at checkin. For more information, see FAQs: Credit User Accounts.

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If your system is configured to use the Circulation Sets feature, when you scan an item ID or set ID, the wizard may display a list of items checked out as part of the set. Select the items to discharge. For more information see, FAQs: Circulating Items in Groups.