There are so many examples of what you might want to do with this report! Obviously we can’t cover them all BUT if you email us the reason and a description of why you do it, we’d love to write more instructions for other people to discover! Once you go into the Current Loans report […]

This report will generate a list of overdue loans (up to a designated date) WITHOUT COSTS.  The range is useful to keep a track of how many overdue notices have been sent to a borrower, ie. 1 month overdue notice, 2 month overdue notice, 3 month overdue notice, it’s time to pay up notice… Usually the […]

The first step to emailing overdues to your students & staff is to setup the basic email settings that we have built into LibCode Suite. If you are unsure as to what these settings will be, ask your IT Technician and he or she should be able to tell you. Setup Email Settings Load Utilities. […]

There are several ways to check Loan History in LibCode Suite. Reports: Go into the Circulation Module > Reports > Returned Loans Report.  This gives you a report on the screen of ALL history between certain dates which can then be manipulated for any purpose… be that a Resource history, Borrower history, Group history simply by setting […]

Go into LibCode Suite and load the Circulation module. Click on Reports in the Bar menu and select Returned Loans (as shown below). Set the start (from) and finish (to) dates to narrow down the search and click OK.    (The dates automatically displayed will select ALL loan history in the system) Once the selected loan […]

There are several ways to get to a one click view loan history function for a specific Borrower. Via the Lend option in Circulation Click the Lend button in the Circulation module. Call up the borrower you would like to check either by Barcode or Surname. Click the Loan History or Returned Loans button (depending […]

To get to the one-click view loan history for a specific resource, you need to: Go into the Circulation module, click the View button and select Title. Locate the resource you would like to check on using the Title (then pick from a list)  or zap in the Barcode of the resource to jump straight to it. […]

This report is used when it becomes necessary to print off lists of unreturned resources with costs. As long as you added the cost of resources when you were cataloguing, the unreturned list can be very motivating for borrowers to return overdue loans once they can see how much they may have to pay for […]

To generate this report head into Circulation > Reports > Unreturned Loans (Ctrl+U). The Unreturned Loans screen: Include / Exclude Staff from list with a click. Set a Filter to restrict the displayed list of loans if necessary. Manually highlight loans in the displayed list by using Ctrl+Click. Click the Show Sel Only button to only display […]

Once you’ve got the Unreturned report screen up: Include or Exclude Staff from the report by clicking this box. Set a Filter to restrict the loans displayed in the grid (in this example we’ve used Level Equal to 12 so only the loans for year 12 students are displayed). We’ve selected several specific loans from […]

These instructions will step you through creating a buffer file from any Circulation Report. Once this buffer file has been created it can be used to bulk lend, return and extend items, move to different locations or even write off. Load the Circulation report of your choice. Filter the report to show the loaned resources […]