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E 4: Renewing Items

Description:

Renewing items is done within the Items Out view of the Patron Status workform.

Note:

Please refer to sections D 1: Patron Registration and Status Workforms Overview and B4: The Polaris Find Tool – Patron Records of the manual for information on how to search for patrons and how to access the Patron Status workform directly.

Instructions:

  1. You can access the Items Out view of the Patron Status workform using the Item Find Tool or from within the Check Out workform.

    1. From the Item Find Tool

      1. If the patron presents an item for renewal without the accompanying library card, you can access the Patron Status view by scanning the item in the Item Find Tool, right-clicking the item, and selecting Links > Current Borrower.



      2. From the Patron Status workform, click the Items Out view icon or select View, Items Out.


    2. From the Check Out Workform

      1. In the Check Out workform, you can access the Items Out view of the Patron Status workform by clicking on the Patron Status Items Out View icon, or by typing ALT+O.



      2. This will yield the Items Out view of the Patron Status workform.



    Tip:

    For each check-out, the Item BarcodeTitleAuthorDue DateCall NumberMaterial TypeRenewals, and Assigned Branch is displayed.  The default order is by Due Date.  However, check-outs can easily be reordered by clicking on the heading for the corresponding column. 



  2. If renewing a single item, select the item and click on the Renew icon or press CTRL+R. If renewing multiple items hold the CTRL key while selecting the items and click on the Renew icon or press CTRL+R.



  3. The renewed item will move to the bottom of the Items Out list, thereby maintaining the default Due Date order.



  4. If you wish to renew ALL the items, you can click the Renew All icon or press CTRL+A.  It is not necessary to select the items if you are renewing all.



  5. A receipt will be automatically generated when renewing items.
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