Checkout Module

The Flextory checkout module can be used to check out and in any items that exist in your Flextory account. The checkout module could be used for small libraries, departments that lend out equipment like laptops, etc. The checkout module also allows you to keep track of checkout history for a particular items and allows you to create as many patrons to check out items to as you want.

Enabling the Checkout Module

To enable the checkout module, follow these steps:

  1. Log onto your Flextory Account
  2. Click “Admin”
  3. Click “Enable/Disable Features”
  4. Clicked the “Disabled” button on the “Item Checkout” row to enable the checkout module.

Creating Patrons to Check Out Items To

In accordance with Flextory's philosophy of keeping things as flexible as possible, how you organize and define your patrons is up to you. A patron is just another item in your database. One possible way to set up your patrons/users in Flextory is as follows:

  • Create an Item Type called “Patron”
  • Give the Patron item type any attributes that you want to keep track of.
  • Create Categories to organize your users into
    • You may wish to create a “Patrons” category and then sub-categories such as “Students”, “Full-Time Staff”, “Part-Time Staff”, “Visitors”, etc.
  • Create your patrons in the same way that you create any other item in Flextory.
    • Note that whatever you put in the “Name” field will be used as the Patron's name in the checkout history.

Checking Out an Item

To check out an item, simply go to the item and click the “Checkout” button. To choose which patron to check the item out to, either type in the user's barcode or start typing their name in the “User Barcode” field. If you type out their name, suggestions will automatically appear. You can then use your arrow keys to highlight the patron and then press enter or you can simply click the patron's name. Once you do that, the User Barcode field will be automatically populated with that user's barcode. Next, select a due date for the item via the calendar.

After you click “Check Out Item”, you'll see that various attributes were added to the item that give details about the checkout of the item. You'll also see that a check out event will be shown under “Checkout History”

Checking In an Item

To check in an item, simply click “Check In”. When you check in an item, the check out attributes will be removed from the item and the event will be added to the item's “Checkout History”.

Seeing What Items Are Checked Out in Mass

Just like with any attribute, you can add the “Checked Out?” attribute to your Browse page via “Table Views”. If an item is checked out, it will say “Currently Checked Out”, otherwise, it will be blank. You can also include that attribute in any searches just like all your other attributes.

checkout_module.txt · Last modified: 2013/01/30 19:45 by cbeley