Chapitre 4. Circulation

Table des matières

1. Check Out (Issuing)
1.1. Checking Items Out
1.2. Check Out Messages
2. Check Out Warnings
3. Check In (Returning)
3.1. Checking Items In
3.2. Check In Messages
4. Circulation Messages
4.1. Setting up Messages
4.2. Adding a Message
4.3. Viewing Messages
5. Holds
5.1. Placing Holds in Staff Client
5.2. Managing Holds
5.3. Receiving Holds
6. Transfers
7. Set Library
8. Fast Add Cataloging
9. Circulation Reports
9.1. Holds Queue
9.2. Holds to pull
9.3. Holds awaiting pickup
9.4. Hold ratios
9.5. Transfers to receive
9.6. Overdues
9.7. Overdues with fines
10. Tracking Inhouse Use
11. In Processing / Book Cart Locations
12. Self Checkout
13. Offline Circulation Utility
13.1. Firefox Plugin
13.2. Offline Circ Tool for Windows
13.3. Upload Offline Circ File

Circulation functions can be accessed in several different ways. On the main page of the staff client there are some quick links in the center of the page to check items out, in or transfer them. For a complete listing of Circulation functions you can visit the Circulation page which is linked from the top left of every page or from the center of the main page.

Before circulating your collectiion you will want to set your Global System Preferences, Basic Parameters and Patrons & Circulation Rules.

1. Check Out (Issuing)

To begin the checkout process you must enter the patron barcode or part of their name. The checkout option appears in three main places:

  • Check out option on main staff client

  • Check out option on the patron record

  • Check out option on the quick search bar

1.1. Checking Items Out

To check an item out to a patron, first search for that patron using one of the many options listed above.

At the top of the Check Out screen is a box for you to type or scan the item's barcode into.

  • Important

    Many modern barcode scanners will send a 'return' to the browser, making it so that the 'Check Out' button is automatically clicked

Below the box for the barcode there may be options for you to override the default due date for the item.

  • This option will only appear if you have set the SpecifyDueDate system preference to allow staff to override the due date

At the bottom of the page there is a summary of the patron's current checked out items along with the due date and the list of items the patron has on hold

Once you have checked out all of the items for the patron you can print them a receipt by clicking the Print buton at the top of the screen and choosing 'Print Slip'

If there are notes on the patron record these will appear to the right of the checkout box

If the patron has a hold waiting at the library that too will appear to the right of the check out box making it easy for the circulation librarian to see that there is another item to give the patron

1.2. Check Out Messages

There are times when Koha will prevent the librarian from being able to check out items to a patron. When this happens a warning will appear notifying the librarian of why the patron cannot check items out.

  • Patron owes too much in fines

    • You can set the amount at which patron checkouts are blocked with the noissuescharge system preference

  • Patron has been barred from the library

  • Patron needs to confirm their address

    • This can be set by the librarian editing a patron record and adding a flag

  • Patrons has lost their library card

    • This can be set by the librarian editing a patron record and adding a flag