Check out items to departments

The To Department checkout option lets you track temporary loans and reallocate resources. For example, prisms might be loaned out from the Science department to the Math department for a geometry unit.

Destiny checks out items to department using the loan periods defined in Admin > Resource Policies. To permanently assign a resource to a department, Follett recommends you update the department on record using either Update Resources or Edit Item in the Catalog.

To check out materials to a department:

  1. Select Circulation > Check Out Items > To Department sub-tab.
  2. If the Site drop-down is available, select the appropriate site.
  3. From the Department drop-down, select the appropriate department.
    Check Out To Department sub-tab.
  4. In the Find Item field, scan or type the first item’s barcode. The item appears in the Checked Out section. Scanning a second item moves the first item to the Items Out section.
  5. To edit the due date for the item in the Checked Out section, click Change Date. Select the new due date and whether it is for this item, this patron or the rest of this session.
  6. If you want to provide a receipt, do one of the following:
    • To print a receipt: Click Print Receipt to open a printable PDF.
    • To email a receipt:
      1. Click Email Receipt, and then select the email addresses to include.
      2. Click Send.

      Notes: 

      • To customize receipts, see Set up receipts and refund notifications.

      • To use the email features in Destiny, the Destiny Administrator needs to set up the SMTP mail server.

      • Receipts with product-specific fine data will honor the View library fines, View resource fines, View textbook fines, and View patron fines permissions. This means users will only see associated info on the receipt. For example, users with the View resource fines permission will only be able to see resource-related receipts.

    Resources checked out to department.

  7. Click Reset to clear the completed checkout and begin checking out a new department.


Checkouts

Checkouts do the following:

  • Honor the due date assigned in the "by class date range" loan period type.
  • Allow textbooks that use the textbook template to be checked out for any of the existing Resource Manager loan period types.

In-Hand Transfers During Checkout

An in-hand transfer is when an item or container from another site in your district is scanned at your site, and then transferred to your site.

Notes:

  • You can perform in-hand transfers only if the district is set up with the Allow sites to receive by barcode scan permission. If you are unable to perform an in-hand transfer, contact your Destiny Administrator for access.
  • By default, duplicate barcodes are not allowed across the district. To allow duplicate barcodes across the district, a Destiny Administrator must complete these steps.

Example: An item in your district is scanned at your site, but it is currently assigned to another site in the district.

  • If in-hand transfers are allowed, a message confirms the transfer.
  • If the item already has a status, such as Checked Out, selecting Yes to the in-hand transfer confirmation message resolves any previous statuses.

Change the due date

To change the due date of the item in the Checked Out section:

  1. Click Change.
  2. On the Due Date page that appears, select the option on the left. If you select Selected date:
    • Enter a date in the Selected date field,
    • Select a date on the calendar, or
    • Select a Loan Period from the list.
  3. Click Save.

    The Special Date prompt then appears in front of the date.

To change the due date of any of the items listed under Items Out, you will need to check them out again.