Searching for loans

You can search for items in relation to loan information by selecting the Loans tab in the Patron section.

Only users with the Bulk handling/Loans: Bulk menu permission have access to this section.

You can search for a title or creator and then narrow down the search results by filtering on the organisation where the items were checked out, intervals of loan dates, due dates, renew dates or patron categories. You can also filter on Notification level and Notification date. It is also possible to search for all loans, only incoming ILL or to exclude incoming ILL.

Note:

If you filter on loan dates, please note that it is only the original check-out dates that are searched, not the renewal dates. If you filter on Notification level, it is the highest existing notification level for a specific loan that can be searched. E.g. if you have a loan that has caused Overdue warning, Overdue reminder 1 and overdue reminder 2, this loan will only be found when Overdue reminder 2 is selected, not on Overdue warning or Overdue reminder 1.

You can also search using prefixes, see: Search guide

For Quria installations with school branches, you can also filter on school and class information. You can also search for all titles with loan information using * and then filter on all loans.

The search results include some information about the title, some patron details, checkout date and due date of the loan.

In some special cases, you may want to extend the due date for loans. Only users with the Bulk handling/Loans: Bulk extend due date permission have access to this functionality. As long as the loans are not included on bills, the due date can be extended by clicking Extend due date.

Note:
Extending the due date is a different action than the normal and more controlled renewal procedure. It does not take rules (that for example define maximum number of renewals or patron blocks) into account, and does not generate debts or data for analytics.

As long as the loans are not included on bills, you can close loans without access to the physical items, by clicking Close loans. Closing loans will not trap reservations.

You can print the results. If the search result returns up to 1000 results, you can also choose to print the loans grouped per patron. If a specific sorting is wanted for the list of loans per patron, e.g. on due date, sort the list before printing.

You can also download the results as PDF or in CSV format, to share with others or work with the data further on your own, by clicking Download as PDF or Download as CSV.

Note:
Some web browsers may not fully support saving as PDF. In that case, you can usually find a browser add-on on the Internet.