Circulation module basics - Issuing a book
SO

S O

Created Apr 06, 2022

Circulation module basics - Issuing a book

Issuing in Koha is called 'Check out'. When you want to issue an item to a patron you need to Check out the book to the patron.

17
    s

Koha-ptfs

10 Steps
1

Find the patron

Place your cursor in the Search box on the Koha dashboard. Make sure the 'Check out' tab is highlighted.

Find the patron
2

Enter patrons name

Find the patron's account by searching for them. Click on the patron's details link to go to their account.

Enter patrons name
3

'Check out' screen

The Check out screen should display next.

'Check out' screen
4

Checking (issuing) out items

To issue a book either scan the book's barcode or manually enter the barcode number into the input box and click the 'Check out' button.

Checking (issuing) out items
5

Confirming Check out and due date

If the check out was successful a notification should appear directly under the check out input box,  displaying the book's details and the due date.

And the 'Checkout(s)' tab should show the number of items checked out.

Confirming Check out and due date
6

Click on Show checkouts

To see the full details of all books on loan to a patron click the 'Show checkouts' button. 

Click on  Show checkouts
7

Checked out

A table showing all items on loan to the patron will now display.

Checked out
8

Issuing more books

To issue additional books continue to scan or manually enter in the book's barcodes and click 'Check out'

Issuing more books
9

Confirm check outs

You can check that check outs were successful by either looking for the the notification message under the input box, or checking the list of titles in the Checkout(s) table.

Confirm check outs
10

Leaving the patron's account

When you have completed checking out items for the patron you must close the patrons account by clicking Home of the breadcrumbs to return to the Koha dashboard.

Leaving the patron's account
Well done!
Create how-to guides like this in a snap. Get Tango now.