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Checking 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:

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.

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

At the bottom of the page there is a summary of the patron's current checked out items along with the due date, items checked out today will appear at the top.

Also at the bottom of the page is 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 choosing one of two methods.

The first is that you can simply hit enter on your keyboard or scan a blank piece of paper with your barcode scanner. The idea being that you're "checking out" a blank barcode which triggers Koha to print the 'Quick slip.'

The second is that you can click the Print button at the top of the screen and choosing 'Print slip' or 'Quick slip'.

If you choose 'Print slip' it will print all of the items the patron has checked out, including those they checked out at an earlier date. Choosing 'Quick slip' will print only the items that were checked out today.

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

When you're done checking an item out if you have the DisplayClearScreenButton preference set to 'Show' you can clear the current patron by clicking the 'X' in the top right of the patron's info to remove the current patron from the screen and start over.

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.

These are the possible messages you might see:

Check out warnings

Sometimes checkouts will trigger warning messages that will appear in a yellow box above the check out field. These warnings need to be acknowledged before you will be able to continue checking items out.

These are the possible warnings you might see:

See the full documentation for checking out in the manual (online).

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