Home → Circulation in Evergreen → Circulating Items → Check In
7.2. Check In
Regular check in
1) To check in an item click Check In Items from the Circulation and Patrons toolbar, or select Circulation → Check In.
2) Scan item barcode or enter manually and click Submit.
3) If there is an overdue fine associated with the checkin, an alert will appear at the top of the screen with a fine tally for the current checkin session. To immediately handle fine payment, click the alert to jump to the patron’s bill record.
Backdated check in
This is useful for clearing a book drop.
1) To change effective check-in date, select Circulation → Check In Items. In Effective Date field enter the date in yyyy-mm-dd format.
2) The new effective date is now displayed in the red bar above the Barcode field.
3) Move the cursor to the Barcode field. Scan the items. When finishing backdated check-in, change the Effective Date back to today’s date.
Backdate Post-Checkin
After an item has been checked in, you may use the Backdate Post-Checkin function to backdate the check-in date.
1) Select the item on the Check In screen, click Actions → Backdate Post-Checkin.
2) In Effective Date field enter the date in yyyy-mm-dd format. The check-in date will be adjusted according to the new effective check-in date.
Checkin Modifiers
At the right bottom corner there is a Checkin Modifiers pop-up list. The options are:
- Ignore Pre-cat Items: No prompt when checking in a pre-cat item. Item will be routed to Cataloguing with Cataloguing status.
- Suppress Holds and Transit: Item will not be used to fill holds or sent in transit. Item has Reshelving status.
- Amnesty Mode/Forgive Fines: Overdue fines will be voided if already created or not be inserted if not yet created (e.g. hourly loans).
- Auto-Print Hold and Transit Slips: Slips will be automatically printed without prompt for confirmation.
- Clear Holds Shelf: Checking in hold-shelf-expired items will clear the items from the hold shelf (holds to be cancelled).
- Retarget Local Holds: When checking in in process items that are owned by the library, attempt to find a local hold to retarget. This is intended to help with proper targeting of newly-catalogued items.
- Retarget All Statuses: Similar to Retarget Local Holds, this modifier will attempt to find a local hold to retarget, regardless of the status of the item being checked in. This modifier must be used in conjunction with the Retarget Local Holds modifier.
- Capture Local Holds as Transits: With this checkin modifier, any local holds will be given an in transit status instead of on holds shelf. The intent is to stop the system from sending holds notifications before the item is ready to be placed on the holds shelf and item will have a status of in-transit until checked in again. If you wish to simply delay notification and allow time for staff to process item to holds shelf, you may wish to use the Hold Shelf Status Delay setting in Library Settings Editor instead. See Local Administration section for more information.
- Manual Floating Active: Floating Groups must be configured for this modifier to function. The manual flag in Floating Groups dictates whether or not the "Manual Floating Active" checkin modifier needs to be active for a copy to float. This allows for greater control over when items float.
- Update Inventory: When this checkin modifier is selected, scanned barcodes will have the current date/time added as the inventory date while the item is checked in.
These options may be selected simultaneously. The selected option is displayed in the header area.
Checking In for Quarantine:
If desired, staff can check in items and immediately change the status of these items to the newly created status of Quarantine. That would mean that they are not OPAC visible or holdable and will not appear on the pull list. Then, when the items are ready to go back into circulation after days of quarantine, staff would need to check them back in normally (without the Suppress Holds and Transits modifier) so that the items will be available to fill any outstanding holds.
NOTE: The UPDATE_COPY permission is set at the system level to prevent staff from editing materials that don't belong to their system. For items that belong to another system, the last checkin date and location, plus the fact that the item is not In transit should be enough for the owning library to recognize that the item is likely to be in quarantine, even if staff at the checkin library cannot apply the status change to Quarantine.
Use Checkin Modifier Suppress Holds and Transits when checking in all items that will be quarantined. This will prevent items from being targeted to fill holds or to go into transit:
Please be aware that checkin modifiers are "sticky", which means they will stay on until you uncheck them again, even after you log out of Evergreen completely and log back in later. So, it is important to clear out any checkin modifiers before you close out the tab or move on to something else. (Make sure all the checkin modifiers have an orange 'x' beside them.)