How to ensure staff check for additional materials at checkin/checkout

How to ensure staff check for additional materials at checkin/checkout



Physical items in a library may contain multiple parts or media, for example, a book which includes a C.D rom or a DVD boxset collection comprised of multiple discs. It is possible to set Koha to show a warning when an item containing multiple parts is being checked in or out, informing staff members that they need to check if all the media is present. After the warning appears staff members will need to confirm the checkout/checkin a second time before the circulation action is completed.

Step 1- Navigate to the CircConfirmItemParts system preference

Go to Koha administration > Global System Preferences and search for CircConfirmItemParts.



This will bring up a system preference of the same name.

Ensure the system preference is set to Require staff to confirm that all parts of the item are present at checkin/checkout and click the Save all Circulation preferences button.

Step 2 - Add information to 952$3 field 

For the circulation process to recognise items with multiple parts information be saved in the 952$3 MARC field, which is the 3 - Materials specified (bound volume or other part) on the item record.

When creating or editing an item that has multiple physical components, type in details of the additional objects in the  3 - Materials specified (bound volume or other part).


Example:

Checking the item out

When an item with content in the 3 - Materials specified (bound volume or other part) field is checked out to a patron a yellow warning box will appear asking the staff member to confirm the additional materials ae present at checkout and if the item should be checked out.



Once the staff member clicks the Yes, checkout (Y) option, the item will checkout as normal.

Checking the item in

Checking the item in on the patron account will require the circulation item to be completed twice.

On the checkout table on the patron account, select the item to be checked in under the Check in column and click the Renew or check in selected items button at the bottom of the table.

This will cause the row the item is on to be highlighted in red and a message indicating the materials that should be with the item will appear.

Tick the box under the Check in column again and click Renew of check in selected items button again.

Once the staff member confirms the item should be checked in the item will be returned successfully.

Checking the item in with the search bar will bring up a message asking the staff member to confirm the additional material are present.


Once the item has been confirmed it will be checked in successfully.



Version History 

Version

Date

Detail

Author

1.0

19/04/21

Document Created

Holly Cooper









Retention Policy

Permanent

X


    • Related Articles

    • Adding a phone number column to checkout search results

      It is possible to hide or display the phone number saved on a patron account when searching for patrons through the checkout option in the context sensitive search bar. This document will outline how to enable this functionality. Before enabling the ...
    • How to record the staff member who completed a checkout

      It is possible to set Koha to record the details of the staff member who checked an item out to the patron so it can be viewed on the staff side. Please note this functionality requires the system preference intranetreadinghistory to be enabled. Step ...
    • What happens when you try to issue and item that is already checked out?

      Koha has two options for issuing items that are already checked out to a different patron account. These options are controlled by the AutoReturnCheckedOutItems system preference. This document will outline how to locate and edit the system ...
    • How to change the Due Date and Time at Checkout

      This document explains how to  change the Due Date and Time at Checkout Koha uses the Circ and Fines Rules you have set in Administration, and the branch calendar,  to calculate the Due Date and Time for each checkout but there is an option in the ...
    • How to use the “Set Due Date” function when checking out

      It is possible to set a specific date for an item to be returned when checking out in Koha that will over-ride the due date set by the fines and circulation rules.  Setting the due date just for the current checkout When checking out an item to a ...