Your institution may choose to lend items to other institutions or individuals. The Outgoing Loan record is where you can document all the information about the borrower and the stipulations of the loan. For more information about loans, see Further Actions - Outgoing Loans.
The Outgoing Loans section is found by clicking "Loans" on the Main Navigation Bar. The Outgoing Loan Query screen is separated into Active Loans, Returned Loans, and All Loans (both active and returned loans). For more information about working with the query screens, see Collections Query Screens.
Active Loans track items that are currently out on loan. An active loan may have some returned items and others still out on loan. Returned Loan records keep track of the loans that have ended and all items have been returned to your institution. All new loans are considered Active until you return the loan; the Returned Date field does not affect the Active/Returned Status.
The record type displays in the top left of the record screen. Next to the record type is the record count of the subset you are viewing (e.g. 10 of 83).
At the top of record screens, there is an Edit Bar containing the "Edit" button and navigational buttons (for Query, first record, next record, prior record, and last record). When you click "Edit," the Edit Bar displays "Save" and "Cancel" buttons. As you scroll down the record screen, you will notice that the Edit Bar floats and is always accessible at the top of the screen.
Action buttons (like "New Record" and "Return this Loan") are located in the top right corner of the record screen. Additional action buttons (like "Delete") may appear when you are in Edit Mode.
The Top Section of the record displays the basic details of the outgoing loan, including the Loan No, who it is Loaned To, Out Date, Due Date, Purpose, and a brief Description of Items. Fields such as the Renewal Date, Renewed Until, and Return Date may be populated later.
Catalog Records on this Loan Accordion
This accordion only displays when viewing an active Outgoing Loan and lists all the Object, Photo, Archive, and Library records that are on this loan. The totals of the Minimum and Maximum values of all items are included at the bottom.
To add a catalog record to an Outgoing Loan, see Adding Catalog Records to Outgoing Loan.
Catalog Records Returned From This Loan Accordion
This accordion displays the records for items that have been returned from the outgoing loan. Items may be returned individually before the entire loan has been returned. For information about returning individual items, see Returning Item from Outgoing Loan. For details on how to return the entire loan, see Returning an Outgoing Loan.
Activities Accordion
The Activities Accordion is where activities related to your outgoing loan may be tracked. Common activities include: sending the Outgoing Loan Agreement, marked when the Outgoing Loan Agreement was returned, and performing condition reports on items before they go out on loan.
Contact Information & Notes Accordion
The Contact Information & Notes Accordion displays the name and contact information for the borrower, as well as notes pertaining to the loan.
Insurance Information Accordion
The Insurance Information Accordion contains fields for recording insurance policy details for the loaned items.
Shipping Information Accordion
The Shipping Information Accordion gives you an area to record the specifics of transporting the loaned items.
Attachments & URLs Accordion
The Attachments & URLs Accordion allow you to attach multimedia files to a loan record. These files can include audio files, video files, PDFs, Word documents, Excel files, or any other file your computer can open. It is also possible to link to relevant URLs.