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.

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