Recalling an Item to Fill a Request

You can recall items that have been checked out normally but which need to be returned to the library before the due date. When you recall items, Horizon calculates a new due date. You can manually change that due date by entering the new one. If your library guarantees loan periods, the recall due date will calculate the new due date based on that guaranteed loan period. (Your system administrator determines the rules for how recall works. For more information, see “Setting Recall Rules” in the Circulation Setup Guide.)

To recall an item

1 Open the Checkout window.
2 Do one of these options:
If the reason for the recall is a borrower request, identify the requesting borrower.
If the reason for the recall is something other than a borrower request, minimize the Checkout window.

Important: If a borrower name is displayed in the Checkout window, Horizon uses that borrower information when issuing the recall. If you do not want to use current borrower details for a recall, click Clear.

3 Start a New Search.

To do this, press F2 or find the process in the Searching folder on the navigation bar.

4 Search for the item until the title appears in the Bibliographic Detail window.

The item’s status shows at the top of the window.

5 Click Show Copies.

Horizon displays the title in the Copies window. Highlight the copy to recall.

6 Press F10 or choose Edit, Send to.

Horizon displays the Send To dialog box.

7 Double-click on Recall Item in the list.

Horizon displays the Recall Item window:

8 Complete the following fields:

Field

Action

Reason

Enter the reason for the recall. (Click Codes for a list of valid options.)

Comment

Enter any additional comments you want printed on the Recall Notice.

Location

Make sure the location is correct. If it is not, enter a new location. (Click Codes for a list of valid locations.)

Note: The location should be the item’s owning location, so that the checkin clerk knows where to send the item if it is checked in at another location.

New Due Date

Change the due date, if necessary.

9 Click OK to complete the process.

 


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