V9 Circulation - Bulk Loans

V9 Circulation - Bulk Loans


Using bulk loans within Accessit is a great way to track large numbers of books going out to a large group of people. Because you have the borrowing information all in one place, you can easily track who has returned/checked in books, or control what date they should be returned/checked in, and you can add new borrowers/patrons to your bulk loans at any time. Bulk Loans can be set up from the Copy list in My Catalogue/Catalog or the Borrowers/Patrons screen. 

 

From the Copy list 

Go to Cataloguing/Cataloging > My Catalogue/Catalog – Search for the Resource record of the book. 
Select the row by clicking on Actions > Select/Omit > Select rows (Ctrl+T).  Click on Show copies. 


Select the number of copies that you need for the Bulk Loan. Go to Actions > Create a bulk loan. 


 

Set the due date. The following message will display. Click OK.

 

 


Go to Circulation > Bulk Loans. You will see the Title listed.  
Click on the row to open the loan. 
Scan the borrower/patron number and scan the copy number to issue/check out the copies > OK 

 
 

 

From here it is easy to manage the loan. You can return/check in just some of the copies, change the due date for them all, or add extra borrowers/patrons to the loan if necessary. 

To return/check in the copies – toggle the copies that you wish to return and click Return/Check in Selected.


 

From the Borrowers/Patrons screen
Go to Borrowers/Patrons > Borrowers/Patrons and find the class or list of borrowers/patrons that you need. 
Click Actions > Select/Omit > Select All (Ctrl+A).

 

Then click Actions > Create a bulk loan. 

 

 

Enter the barcode of one of the books to be issued/checked out to find the resource. 

Enter Due Date

Enter Description: You may want to specify who the bulk loan is for. 

 

 

Click on Scan Copies. 
Scan the copy barcode numbers – these will be assigned to each borrower/patron in the list.
Go to Circulation > Bulk Loans to manage the bulk loan. Note that you can print a list of your bulk loans at any time from here. 

 

To return/check in the copies – toggle the copies that you wish to return and click Return/Check In Selected.

    • Related Articles

    • New Features Summary 9.2.9

      Management App  New: Option to change letter measurements   The ability to switch between metric & imperial measurement systems has been added for Correspondence editor and Advanced labels. This can be changed in Library Setup > Campus Setup > Report ...
    • Mac OS - Generate Lets Encrypt SSL Certificate

        This is a guide on setting up free SSL certificate for Accessit Web App using Let’s Encrypt on Mac Servers. Generated certificates will also renew automatically.   Requirements:  Accessit Web App must be available from the internet on port 80. ...
    • Windows - Generate Lets Encrypt SSL Certificate

      This is a guide on setting up free SSL certificate for Accessit Web App using Let’s Encrypt on Windows Servers. Generated certificates will also renew automatically.   Requirements:  Accessit Web App must be available from the internet on port 80. ...
    • V9 Moving Servers - Mac Firebird SQL

      Here is a quick guide on how to move Accessit Library from one Firebird SQL server to another (presumably newer) Firebird SQL MacOS Server. Prior to the server migration, first update the Access-It Management App to the latest build. You can download ...