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Contact: Laura Daniels

Unit: Cataloging & Metadata Services

Date last updated: 08/24/21

Date of next review: 08/30/24

To be used alongside Remote Cataloging - Item-in-Hand (LTS Procedure #119) procedure: https://confluence.cornell.edu/x/AgskFw

Complete Access Services FOLIO Training Manual

Checking materials out:

Log in to FOLIO, and select the Check out app

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To look up a patron, select Patron look-up

  • you can search by name or netid
  • all

Open the Voyager Circulation Module

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Login with the same credentials you use for Cataloging

You have to select a service point – let’s use “Olin Circulation” since it’s physically close to us

 

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To check out materials to a colleague, select the Charge icon in the upper left

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This opens a dialog box to select a Patron record

Enter the patron barcode number or, to search by name, select the three dots

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  • of our accounts for remote cataloging have the last name “Remote Cataloger”

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  • the search is not case sensitive

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Select

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the account

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Enter

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the Barcode for the piece to be checked out

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Hit "Enter"

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to complete the transaction.

The barcode, title,

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loan policy, due date

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and

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time will display, following a number for each transaction.

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To return (check in) materials, select the Discharge icon


Keep entering barcodes to check out more materials to the same user

Select "End session" (in the lower right) when finished.

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Checking materials in:

Log in to FOLIO, and select the Check in app

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Scan/enter the barcode from the piece

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and hit "Enter"

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