Check out textbooks to patron

Customers can easily assign and remove barcode numbers on the Copies tab in the Catalog.

Checking out textbooks in Textbook Manager provides these checkout options:

• To Patron (instructions follow)
• By Class
• To Teacher
• eTextbooks

Checking out textbooks to a patron means that you are checking them out directly to the patron/student.

Note: When checking out to an active patron, if a message about licensing appears, you do not have the correct site licensing according to your agreement. Contact your Follett Sales Representative for more information.

To check out textbooks To Patron:

Note: When checking out textbooks by ISBN, be sure that the due date for the Default Loan Period is correct. See Set up textbook policies.

1. Select Circulation > Check Out Text > To Patron sub-tab.
2. Deselect the Only search checkbox.
3. To complete the task for active patrons, select the Only Active Patrons checkbox.
4. Make sure the cursor is in the Find field.
5. Scan the patron barcode. The patron information appears in the Check Out Text page.
6. Scan either the textbook copy of the barcode(s) or the ISBN that the patron is checking out. The most recently checked out copy appears in the Items Out section. When copies are in the Items Out section, you have the option to change the due date.
   • To change the due date of the copies in the Items Out section, click Change.
   • Make changes accordingly, click Save.
7. 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.

8. For additional checkouts, repeat the above steps.

To checkout textbooks by ISBN at a site:

1. Select Admin > Site Configuration > Circulation sub-tab.
2. Select Allow unbarcoded textbooks to be checked out by ISBN.
3. Click Save.