How To: Find and Edit Loans
Finding Loans
Use the Arctos drop-down menus to select Tools Directory > Accessions, Loans, Permits tile > Loan: Search
To find all overdue loans, click the button on the top of the page called: Fill: Overdue Loans to autopopulate the date and search terms. Otherwise, use the options to search for loans by collection, recipients, terms etc.
When finished, click the “Find Loans” button and a new page will appear with a list of search results. To view loan details, click “Review Items”.
Editing Loans
Search for a loan as described above. Each loan that is found by the search will have a list of actions at the bottom of the loan description.
Click “Edit Loan” at the far right of the list of actions. A new page will pop up that will allow you to edit the loan. This is where you can close a loan after it has been returned.
You can also add more items to the loan by clicking “Add Items” at the bottom of the loan details.