**[[evergreen-user:evergreen_end-user_documentation|Table of Contents]]** \\
[[user-comments:evergreen-user:checkout|User Comments]]

===== Checkout =====

You can check out items in the catalog by using the step-by-step instructions given below. The process involves identifying the patron, identifying the items, selecting a due date, and printing receipts for the patron.

For items that are not catalogued, there are two special cases:

  * For pre-cataloged items ("fast adds", items that have barcodes but have not yet been fully cataloged), you must enter a title and author. Find instructions for entering pre-cataloged items in [[evergreen-user:pre-cataloged_material_checkout|Pre-Cataloged Material Checkout]].
  * For non-cataloged items (items that do not have barcodes and do not get cataloged, such as newspapers or magazines), you must enter a title. Find instructions for entering non-cataloged items in [[evergreen-user:non-cataloged_material_checkout|Non-Cataloged Material Checkout]].

==== 1. Start with a patron record ====

Begin from a patron record in one of two ways:
    * If you are already viewing a patron record, select the **Check Out** button at the top of the record tab.
    * If you are not already viewing a patron record, select **Check Out Items** from the **Circulation** menu or press the F1 key. Use a barcode scanner, or use the keyboard to enter a patron barcode number and then select the **Submit** button to retrieve the patron record and begin the checkout process.
If a patron's barcode number is unavailable, see [[evergreen-user:searching_the_patron_database|Searching the Patron Database]] for instructions on finding a patron.

You should see a patron record tab that looks like the following:

{{:evergreen-user:patron-record.png?800|:evergreen-user:patron-record.png}}

==== 2. Enter an item ====

  * Enter an item barcode using the barcode scanner or a keyboard. \\ :!: If the item does not have a barcode, see [[evergreen-user:non-cataloged_material_checkout|Non-cataloged material checkout]].
  * Select a due date from the drop-down menu. Select **Normal** to use the normal due date policy for the item type at your library. Select **Today + 3 days**, **Today + 5 days**, or similar options to apply a custom due date.

{{:evergreen-user:duedate.png|:evergreen-user:duedate.png}}

  * Select the **Submit** button. The item is immediately checked out to the patron and added to the list of items being checked out in the patron record tab. \\ :!: If the item has not been cataloged, Evergreen displays a message that the barcode is not recognized. See [[evergreen-user:pre-cataloged_material_checkout|Pre-cataloged material checkout]] \\ :!: If the patron has already checked out the maximum number of items, Evergreen displays a message indicating that the maximum number of checked out items has been reached and gives you the opportunity to override the policy and check the item out.

==== 3. Print receipts ====

To print a receipt, select the **Print Receipt** button at the bottom of the list of items being checked out. If you select the Auto-Print check box, the receipt will be automatically printed when the checkout session is completed.

If you need to re-print the last receipt (if the printer jams, for example), select the **Print Last Receipt** button.

==== 4. Finishing up ====

Select the **Done** button to clear the list of items being checked out (and print the receipt, if Auto-Print is selected).

When you finish checking out items, the patron record tab remains open. You can close the tab by selecting **Close Tab** from the **File** menu, or by pressing Ctrl + W on the keyboard.

To check in items, see [[evergreen-user:checkin|Checkin]].

To renew items, see [[evergreen-user:renewals|Renewals]].