Checking Out Items to Borrowers

After gathering items from the shelves, you can check out the items to the borrowers. (For complete information on Checkout, see the “Checkout and Checkin” chapter of the Circulation Guide.)

You check out items following regular checkout procedures, with several exceptions. If the borrower is a standard Home Service borrower, Horizon checks the borrower log and tells you if the borrower previously received that item. Horizon also updates the borrower log as necessary and updates the visit date fields on the borrower record.

To check out items to borrowers

1 Start the Open CKO Window process.

The default location of this process is the Circulation folder on the navigation bar.

Horizon opens the Checkout window:

2 Identify the borrower.

Horizon displays the borrower’s name in the Borrower display field.

3 Scan the item’s barcode label, or enter the item’s barcode number in the Item or Borrower Barcode field and click OK.

If the borrower is a standard Home Service borrower, Horizon checks the borrower log to see if the borrower previously received that item. If the log indicates that the item has already gone to the borrower, Horizon displays this message:

If Horizon displays this message, do one of these options:

If you want to check out the item anyway, click Yes.
If you do not want to check out the item, or if you are unsure whether to check out the item, click No.
4 If you want, review the borrower log to see how long ago the borrower received the item. (For more information, see Reviewing the Borrower Log.)

Important: This message does not apply to institution borrowers, since they are not included in the borrower log.

When you check out an item, Horizon relays an audible signal and displays the item in the Items Out list box. Horizon also does the following:

Adds the item to the borrower log (if the borrower is a standard Home Service borrower).
Enters the current date in the Last Visit Date field on the borrower record.
Updates the Next Visit field on the borrower record by adding the number of days in the Visit Freq field to the current date.
5 Repeat steps 3 and 4 for any other items you want to check out to the borrower.

You do not need to re-enter the borrower for each item. Horizon retains the borrower until you identify another borrower.

6 Do one of these options:
Print issue slips for the individual borrower. (For instructions, see Printing Issue Slips for an Individual Borrower.)
Repeat this task to check out items for other Home Service borrowers. Then print issue slips for a group of borrowers all at once. (For instructions, see Printing Issue Slips for a Group of Borrowers.)

 


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