Check in resources (Resource Manager)

Properly checking in resources lets you track materials and assess any necessary fines. The steps to check in a resource depend on whether the item is barcoded or unbarcoded.

To check in barcoded items:

1. Select Circulation > Check In Items.
   
2. In the Find Item field, scan or type the barcode number of an item. If you type the barcode, click Go or press Enter. The copy moves to the Most Recently Checked In section.
   
   

   Notes: To check in a quarantined item, users need the Override resource blocks permission. When you check out, check in, or inventory a resource with components, a pop-up lets you adjust the component quantities, if needed. In the components pop-up, change the actual count, and click Yes. Review and update fines, and click OK.

3. To create a help ticket for the item, click Add Help Ticket.
4. If you check in a textbook, use the Condition drop-down to select a condition.

   Notes: Conditioning is not available for Resource Manager Asset Edition. Administrators can set up textbook polices so conditions automatically demote based on circulations.

5. To create a fine, click Create Fine. See Add and Edit fines.
6. If you want to provide a receipt, do one of the following:
   • To print a receipt: Click Print Receipt to open a printable PDF.
   • To email a receipt:
     1. Click Email Receipt, and then select the email addresses to include.
     2. Click Send.

   Notes:  To customize receipts, see Set up receipts and refund notifications. To use the email features in Destiny, the Destiny Administrator needs to set up the SMTP mail server. Receipts with product-specific fine data will honor the View library fines, View resource fines, View textbook fines, and View patron fines permissions. This means users will only see associated info on the receipt. For example, users with the View resource fines permission will only be able to see resource-related receipts.

7. To continue checking in items, scan the next item's barcode in the Find Item field.

Notes: When resources with included items are checked in, all items are checked in at once. When you check in a resource with components, you only need to scan or enter the barcode of one item. For example, if you scan a biology textbook or tablet, a message confirms every component is accounted for. If a component that was set up as fineable is missing, you can assess a fine.

Check in unbarcoded or consumable items

You do not have to check in consumable resources or eTextbooks, as they are automatically deleted from the patron’s record at the end of the loan period. However, if necessary, you can check consumables in early (Circulation > Patron Status) and they are added back to the inventory with an Available status. Or, you can mark a consumable lost, and charge a fine based on the price in the item record.

Check in a resource container

Resources with included items can be checked in like any individual item.

To view all transaction restrictions, see Resource Containers.

Most Recently Checked In

The 10 most recent check-ins are listed under Most Recently Checked In. Information includes:

• Resource name.
• Item's barcode number.
• Due date.
• Item's Home Location.
  

Beneath that is when the item was checked out and the person, department, or location it was checked out to.

Today's Checkins

To view a list of the day's checkins, click the View Today's Checkins link.

Checked In Materials Report

Run a Checked In Materials report to see a list of copies checked in from patrons for today, within the last few days, or within a set timeframe. You can create a report or send notices (patrons only) confirming the materials were checked in.

In-Hand Transfer

An in-hand transfer is when an item or container from another site in your district is scanned at your site, and then transferred to your site.

Notes: You can perform in-hand transfers only if the district is set up with the Allow sites to receive by barcode scan permission. If you are unable to perform an in-hand transfer, contact your Destiny Administrator for access. By default, duplicate barcodes are not allowed across the district. To allow duplicate barcodes across the district, a Destiny Administrator must complete these steps.

Example: An item in your district is scanned at your site, but it is currently assigned to another site in the district. If in-hand transfers are allowed, a message confirms the transfer. If the item already has a status, such as Checked Out, selecting Yes to the in-hand transfer confirmation message resolves any previous statuses.