Each item appears in the Check In list, including the name of the patron each item was on loan to.
Note: The Action column tells you what you need to do with the item next.
The Hold or routing slip prints, if the printing option is chosen and the item needs to be held or routed. The Email Preview window will appear if the email option is selected.
(Optional). Click Clear to clear the list of returned items from the Check In screen.
Note: Preferences are retained per your user account.
You can choose the columns that appear on the Check In screen.
Optionally update an item's last seen statistics to specify a location inside a branch while checking the item into the system.
The system will continue to fulfil holds and item schedules if the item is checked in at the pickup branch.
Note: Checking in an item from any other interface will set the item's last-seen statistics at the branch level only. Any previously recorded branch location or free text value will be removed. This includes check-ins and pulling items using Digby, RFID-enabled book returns, and sorting machines.
Any user with a Circulation or Student Worker role can set a Branch Location from the Check In screen. By default, the current Branch will display. To specify a more exact location for the check in, use the Edit button to open the editing options.
From the Check In screen:
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In this video, you will learn how to check in materials, including printing or emailing a check in receipt, and processing items that fulfill a hold or need to be routed to another branch.
The standard check in above uses the Auto (default) mode. You can choose another check in mode:
The following receipts are automatically available for printing when the item is checked in:
Note: The HOLD, SCHEDULE, and ROUTING receipts cannot be emailed.
The CHECK_IN receipt is not automatically available for email or network printing when an item is returned by a patron. To email or print the CHECK_IN receipt in the staff interface:
As an alternate to printing or manually emailing check-in receipts to patrons, enable the Automatic Checkin Receipt Notification. See Additional Patron Notifications.
Libraries using ZFL-Server integration may also print the Shipping Receipt from the Check In screen for items that need to be shipped to a different institution. As with the CHECK_IN receipt, the staff user must select one or more items from the Check In table and then click the Shipping Receipt button. See Integration Workflow for more information.
For more information on receipts, see Circulation Receipts.
Backdating the check in date of items will remove any accruing fines a patron incurred after that date. Reasons for backdating may include a facility emergency, weather related closing, or a staff in-service day.
Note: To avoid the need to backdate the check in date, enter regular and special hours in the WorldCat Registry. See Open Hours for more information.
Checked-in items have the status Recently Returned for the length of time set in Service Configuration (WorldShare Circulation > Collection Type Policy). For more information, see Collection Type Policy. For more information on statuses, see Item statuses.
Note: These improvements are available exclusively in the modernized staff interface. Enable the Preview Features option to see these changes. Check in history will be cleared if you switch between the interfaces during the preview period.
Use an improved check-in screen to control printing preferences, view more helpful instructions for processing items, and more. Changes and new options to make it easier to process materials include:
Continue to choose which columns display in the table by using the Show columns menu. Reorder the columns by dragging and dropping the column headers to suit your needs. The system will remember your column display and order preferences the next time that you log into WorldShare.
The options in the Settings accordion allow you to customize your check-in options.
Note: Your selected Settings will be retained for your current session only; when you log off or clear your browser cache, the system will no longer remember your choices.
Use the Session settings section to choose the appropriate processing mode, your current service location within your branch, and a backdated date for processing materials that were on loan where appropriate.
Note: Your selected Session settings will be retained for your current session only; when you log off or clear your browser cache, the system will no longer remember your choices.
Settings include:
Control how receipts are generated with the Print Settings section. Choose different options for each type of receipt. For example, select network printing for hold and scheduling receipts while sending routing slips to a point-of-sale (POS) printer and using email for loan returned confirmations (previously called the Check In Receipt).
Note: Your selected Print settings will be retained for your next session, regardless of which machine or browser you used.
Select to use a Network printer or Do Not Print for the below slips:
Determine to email, print, or not print the Loan returned confirmation.
When using a network printer, choose if the system should display the print preview modal (dialog box) immediately after you check in the item. If you would prefer to print paperwork when you are done checking in multiple items, you can deselect the Show preview immediately after Check in option to avoid being disrupted as you scan items. Regardless of your selection for the Show preview option, you may print receipts for items that you have already scanned by using the new options in the data grid (table) of processed items to print individual receipts or to batch print receipts.