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Library loan

Ensure the copy exists in inventory, issue it to the correct borrower, track the open loan, then return it.

Steps​

  1. Inventory - Inventory
    • Confirm the title/copy is catalogued and available before issue.
    • Tip: do not issue a copy that is already on loan. Fix inventory first if the status looks wrong.

Inventory desktop

Inventory mobile

  1. Issue - Issue / Return
    • Select the learner (or staff borrower), select the copy, set due date, then issue.
    • Tip: wrong learner at issue is hard to unwind after the book leaves the desk. Confirm admission number/name twice.

Issue / Return desktop

Issue / Return mobile

  1. Borrow records - Borrow Records
    • Filter open loans, overdue, or by borrower to chase returns.
    • Tip: use printouts from Printouts when you need a paper overdue list.

Borrow Records desktop

Borrow Records mobile

  1. Return
    • On Issue / Return, locate the open loan and mark returned.
    • Tip: returning without clearing the open record leaves the copy blocked for the next borrower.

Role handoff​

Librarian (or Admin) runs inventory, issue, records, and return. Teachers/students may browse catalogue screens where enabled; they do not post loans.

Common mistakes​

  • Issuing a copy already on loan
  • Wrong learner selected at issue
  • Skipping inventory and inventing a barcode at the desk
  • Leaving overdue loans uncleared in Borrow Records