Page Comparison

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Sylvie Todd
Ursula Todd
Teddy Todd
Isobel Todd
David Copperfield
Dora Copperfield
Clara Peggotty

Loans

1. Renew

   1. In the Users app, find one of the patron records listed above and open their user record

   2. Open the Loans accordion

   3. Select Open loans

   4. Select the ellipses on a loan with the item status Checked out

   5. From the ellipses dropdown, select Renew

   6. Click on the row of the item you have renewed and review the data in the table below the loan details

2. Recall

   1. Go to Inventory and search for one of the following barcodes by selecting the Item button and then selecting Barcode from the dropdown immediately below the Item button

      1. barcode (10)

      2. xyz

      3. xyz

      4. xyz

   2. In the Item details record, scroll down to the Loan and availability accordion and verify that the Item status is Checked out. If the item is not Checked out, select a different barcode from the list above.

   3. Go to Requests

   4. From the Actions dropdown, select New

   5. Enter the barcode you chose from step a. that has an item status of Checked out and hit Enter

   6. Enter a Requester barcode (or use the Requester look-up) from the list above in the Requester box and hit Enter

   7. From the Request type dropdown, select Recall

   8. Select a Pickup service point from the dropdown menu

   9. Select Save & close

3. Declared lost

   1. In the Users app, search for one of the patrons listed above

   2. Open the Loans accordion and select Open loans

   3. Select the ellipses for one of the loans and then click Declared lost OR click on a row to open Loan details and the click Declare lost

   4. In the Confirm item status: Declared lost modal, enter text into the Additional information field and select Confirm

   5. Review the Item status

4. Check in item in Consortium tenant

   1. Go to the Check in app

   2. Place a barcode for an item that is checked out into the item barcode box

   3. Select Enter

5. Check out item from data tenant

   1. Change your Active affiliation to College

   2. Go to the Check out app

   3. Place a user barcode into the patron barcode box OR use the Patron look up link to search for a patron and enter their information

   4. Select Enter

   5. Place an item barcode from an item that is available (not requested) and located in the data tenant into the item barcode box. To find an appropriate item, look for holdings and item records in Inventory. Use the Held by filter and choose College.

   6. Select Enter

   7. Change your active affiliation back to Consortium