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Library Software FAQ >Loans, Returns > Checking Out a Library Item

Related software (Read/Download) :
Small Library Organizer Pro
Church Library Organizer Pro
   Question/Topic:
How to check out a library item (manage loan transactions)?

You can process loan (check out) transaction in the following ways:

  • Manually by selecting the item title and the borrower name from the list boxes
  • Manually by typing in the first letter of the item title and the borrower name (library system will try to select correct items based on your entry)
  • Manually by typing in the barcode of the item and the borrower (you can type in barcode numbers and the library system selects the item and the borrower based on your entry)
  • Automatically using barcode scanner and barcode labels.

You can process loan (check-out) transactions if the Library(Items) database is loaded or using Check In/Out module (stand-alone application).



1. Using barcode scanner/reader.

  • On the File menu, click Load Database. Select and load Library database.
  • On the Search menu, click Process Loans. You can also click with the right mouse button on the Loan field and select Process Loans from the pop-up menu.
  • The Process Loans/Returns window is opened and the Borrower ID - Bar Code box is ready to accept the value from the bar code reader. Scan the borrower bar code (patron identification number) (or enter manually). The numerical value is displayed in the Borrower ID - Bar Code box.
  • After a very short delay the application finds the borrower in the database and displays his or her name in the Loaned To box. Now the Item Bar Code box is ready to accept the value from the bar code reader. Scan the item bar code (or enter manually). The numerical value is displayed in the Item Bar Code box. Immediately the application finds the item in the database and displays the item name in the Loaned Item box. To finalize the loan transaction click:
    1. Loan & Close to process the loan and close the window.
    2. Loan & Next Item to process the loan and start a new loan for the already selected borrower. Item Bar Code field is active and ready to accept new entry from the bar code reader.
    3. Loan & Next Borrower to process the loan and start a new loan for a new borrower. Borrower ID - Bar Code box is active and ready to accept new entry from the bar code reader.

Note: The active box accepts the entry from the bar code reader. If the bar code box is not active click on it. Note: There is a status/action bar at the top of the window. It displays useful messages about loan process.



2. Without bar code scanner/reader (3 easy ways to loan a book).

  • You can use bar code functionality even though you do not have bar code reader. In this case enter borrower or item bar codes manually. You have to enter the code quickly so the automatic search (selection) will not start in the middle of the entry. This process takes less time than the next two procedures especially if you have a lot of books and patrons in your library.
  • You can also select the item name in Loaned Item box and the borrower name in the Loaned To box. All items/borrowers are listed in alphabetical order. To finalize the loan transaction click:
    1. Loan & Close to process the loan and close the window.
    2. Loan & Next Item to process the loan and start a new loan for the already selected borrower. Item Bar Code field is active and ready to accept new entry from the bar code reader.
    3. Loan & Next Borrower to process the loan and start a new loan for a new borrower. Borrower ID - Bar Code box is active and ready to accept new entry from the bar code reader.
  • You can also search Library database for the item. When the item is found click on the Loan tab. Click with the right mouse button on the Loan field, click Loan This Item. The Process Loans window is opened with the item already selected. Now select the borrower in the Loaned To box. To finalize the loan transaction click one of the "Loan &..." buttons.
  

Related Topics ...
How to manage return transactions?
How to get a report on loaned out (not returned) item?
Does this program monitor check-out transactions?
How to define/change categorized/default Due Date Period(s) ?
How to define Barcode and Fine functionality?


Related software (Read/Download) :
Small Library Organizer Pro
Church Library Organizer Pro
Simple Library Organizer Pro
Check In/Out Organizer Pro




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