Renew items
You can renew items from a patron's record and, unlike when you change the due date for an item, WorldShare Circulation tracks the number of renewals performed for reporting purposes. You can also set policies, based on patron type, material type, and shelving location, on the number of renewals allowed as well as automatically-calculated renewal periods.
In the left panel Assist Patrons area, scan or type the patron barcode in the Enter barcode box. If you type the number, click Go or press <Enter>. The Checkout tab of the patron record appears.
For information about renewing items in bulk, see Bulk renew items.
Renew items
- Choose the item to renew:
- To renew specific items, select the check box (first column on the left) for each item to renew.
- To renew all items, select the check box at the top of the column.
- Click Renew (lower left).
The Renewal Count column (at right) shows the number of times each item has been renewed.
Renew with custom due date
Optionally, you can Renew with a custom due date.
- Choose one or more items to renew as above.
- From the Renew dropdown, click Renew W/Due Date. .
- Choose the due date and Click OK.
- The Choose Due Date window closes.
- You may need to acknowledge overriding a circulation policy. See Circulation account roles, Overrides for information regarding which roles are capable of overriding the alert.
- The Renewal Count column (at right) shows the number of times each item has been renewed.
Renew via checkout
It is also possible to review items by checking them out to the patron they are already loaned to. To renew an item via checkout:
- In the left panel Assist Patrons area, scan or type the patron barcode in the Enter barcode box. If you type the number, click Go or press <Enter>. The Checkout tab of the patron record appears. It is also possible to use an index to search for a patron.
- In the Enter barcode box, scan or type the barcode for the item. If you type the number, click Go or press <Enter>. The new due date for the item will be shown in the list of checked out items. The system assigns the due date specified in the Loan Policy or the due date specified by the staff member at check out.
The Renewal count column (at right) shows the number of times each item has been renewed.
Nonrenewable items
If a selected item cannot be renewed, a message above the list alerts you. In the entry for the nonrenewable item, below the title, a specific message explains why you cannot renew the item.
Watch a video
Overrides
Run time: 4:47
In this video, you’ll learn how to process exceptions to your library’s circulation policies (such as checking out a non-circulating item), and when this requires override credentials.