Search for a known user and find their email address, letters/notices (if any), and checkouts. There are three ways to do this:

1. Admin > User Management > Manage Users 
   • Scroll through the list and select user by clicking on a name
   • To find their email address, go the Contact Information tab
   • To find letters/notices (if any) and what you can do with them (resend/print), go to the Attachments tab
   • To find Fines/fees info, go to the Fines/Fees tab
   • To find checkouts, returns, etc. click the Manage fulfillment activities link
2. Search Users in persistent search box
   • Search for a user of your choice
   • Select user by click on their name
3. Fulfillment > Checkout/Checkin > Manage Patron Services  
   • Enter/scan patron's primary identifier or search for patron by name or any identifier in their user record
   • User notes and circulation information related to loans, returns, requests are accessible from the Patron Services screen
   • Navigate to the user record by clicking the link in the ID field
   • To find their email address, go the Contact Information tab
   • To find letters/notices (if any) and what you can do with them (resend/print), go to the Attachments tab
   • To find Fines/fees info, go to the Fines/Fees tab

• Fulfillment > Checkout/Checkin > Manage Patron Services > Search patron's ID or search for patron > Patron Services screen Loans tab
• To renew the item(s) click the checkbox(es) and click Renew Selected or click Renew All without making any selections
• To renew a specific item click on the row action menu and choose Renew

Loan status is now Renewed.

• You have the option to Change Due Date of loaned items, but you can't choose a due date that is

1. in the past
2. passed the user's expiration date
3. a date the library is closed (depending on configuration)

There are three ways requests can be submitted

1. Submit a request from the title:

• Search for a physical title in the persistent search box, then click the Request button to the right of the item.

If the request option is not displaying, click the row action menu (ellipsis) to see all actions available.

• Request Type: choose Patron physical item request
• Requester: enter a patron’s name or identifier
• Pickup At: choose an available location
• Click Submit

If the requested item is on the shelf it shows up on Pick from Shelf list immediately.

2. Submit a request from a patron’s record:
   • Fulfillment > Checkout/Checkin > Manage Patron Services > Search patron's ID or search for patron > Patron Services screen 
   • Click Submit Request button 
   • On the Submit Request box click the Select from a list icon to search of and select a title
   • Choose Patron Physical 
   • Choose Pickup At: choose an available location
   • Click Submit

3. End users can submit request through Discovery

You will need to be signed into the circulation desk for the library location you are working at i.e.: Brockville, Cornwall or Kingston. 

Check-out an item to a patron

• Fulfillment > Checkout/Checkin > Manage Patron Services
• Search patron's ID or search for patron: 
  • Use the Select from a list option or type in a user name 
  • Click Go or type Enter
• On the Patron Services screen Loans tab: Scan item barcode field
  • Scan or enter an item barcode
  • Select from a list icon to do a repository search 

• Click OK or press the Enter key if not using a scanner configured with an automatic carriage return

Some items to note:

• • Default Loan Display: Loans of this session/ All loans is set at the institution level
  • User Notes: includes system generated notes and notes in the user record
  • Due date is determined by fulfilment rules
• Right click anywhere on the row or click the row actions icon (ellipsis) of the loaned resource
• Select View policies to see all the information applied to this loan (due date, grace period, renewable, fine and fee)
• Clicking Done sends the loan receipt to the patron (if configured) and closes the Patron Services screen

Exercise 3: Return an item

Items can be retuned in two places

1. Fulfillment > Checkout/Checkin > Manage Patron Services > Search patron's ID or search for patron > Patron Services screen Returns tab 

• Scan/enter item barcode

The default Returns of this session/All returns is set at the institution level

• Click "Done" to send return receipts (if configured)

2. Fulfillment > Checkout/Checkin > Return items > Scan Item barcode. Depending on your role, you may be able to Override return date and time if the situation calls for it

There are five ways a request can be cancelled:

1. In the persistent search box choose Requests
   • Search for the request using any of the available indexes
   • Click Cancel in the row action menu

2. Cancel a request from the user’s account:
   • Fulfillment > Checkout/Checkin > Manage Patron Services > Search patron's ID or search for patron > Patron Services screen Requests tab
   •  Click Cancel from the row action menu (ellipsis)

3. Cancel a request from the Pick from shelf list:
   • Fulfillment > Resource Requests > Pick from shelf 
   • Click Cancel Request next to the selected request

4. Cancel a request from Monitor Requests & Items Processes
   • Fulfillment > Resource Requests > Monitor Requests & Items Processes
   • Click Cancel in the row action menu

Some requests may not have the option to cancel, depending on the Workflow step the request is in.

5. End users can cancel requests through Discovery