====== Circulating an Item to a Reader ====== In order to circulate an item: - Log in as a managerial user using the '**SmithW**' user account, then select [**Manage**] > [**Circulations**]\\ \\ - Enter our the reader barcode '**00001**' into the [**Reader**] search field\\ \\ - Enter our catalogue item barcode '**000001**' into the [**Item**] search field\\ \\ - The circulations dialog should have found a reader and item combination and displayed their details on the screen.\\ \\ {{:pergamonmu:quickstart:quickstart-circulations-found.png?direct&100|Reader and Item Found}}\\ \\ - Circulations will calculate the correct duration and due date for the circulation based upon the information that we configured in the [[pergamonmu:lookup:lookup_manager|Lookup Manager]], then entered in the [[pergamonmu:readers:managing_readers|Reader Manager]] and [[pergamonmu:items:managing_items|Item Manager]] when we added the new records. - At this point, we can simply click [**Issue**] to circulate the item to the reader. - If Circulations displays '0' as the suggested duration, this means that something in the calculation prevents the issue from taking place. The [**Start Date**] is simply calculated from the current day, but the other entries in the calculation check list could be a problem because:\\ \\ - [**Profile Basic Duration**] - you may not have provided the reader with a Circulations Profile. This problem will also influence other entries in the check list, but will affect this line first.\\ \\ - [**Maximum Number of Items**] - the reader may already have more items on loan than are permitted in the Circulations Profile attached to the reader.\\ \\ - [**Item Media Override**] - will probably not stop the circulation, but may introduce a calculated number of days that you were not expecting.\\ \\ - [**Account for closures**] - again, will probably not stop the circulation, but may lead to a due date that you were not expecting.\\ \\ - [**Membership Expires**] - will stop the circulation if the reader membership of the library expired before the book would be due back.\\ \\ - [**Membership not valid**] - will stop the circulation if the reader membership date is in the future.\\ \\ - [**Audience Restriction**] - the reader is not permitted this item because the audience of the book is not checked in the Reader Audience attached to the reader\\ \\ - If the circulation is restricted but you wish the circulation to go ahead in any case, simply click the checkbox to *OFF* in order to remove that component from the calculation.\\ \\ - If you want the circulation to continue but with a different duration or due date, simply click in the appropriate [**Due**] or [**Due Date**] field (or the [**?**] button to use the calendar) to specify your own custom circulations dates. ====== Returning the Item ====== In order to return the item: - Enter the Item Number into the [**Item**] search field to display the item\\ \\ - The Circulations dialog will recognise that the item is on loan and automatically display the reader details.\\ \\ - In order to return the item to the catalogue, click the [**Return**] button.\\ \\ - If you wish to re-issue the item (e.g. extending the loan period), modify the duration details if required then click [**Reissue**].\\ \\ - Note that if the reader is at the limit of possessed items, or the item is otherwise reserved for someone else, the calculation list may prevent the re-circulation from occurring unless manually override by a manager. ---- {{:logo.png?nolink |}}\\ [[pergamonmu:quickstart:index|Quickstart Guide]]\\ [[:start|Pergamon Wiki Home]]