Use casesLibrary loans and renewals

Keep every library loan and renewal in view.

Build a library circulation app around your collection, borrowers and lending rules. See what is on loan, what is overdue and which renewal needs a decision.

How to build your library loans and renewals

  1. Describe the job

    Build a library circulation app around your collection, borrowers and lending rules. See what is on loan, what is overdue and which renewal needs a decision.

  2. Review the first version

    Build a library circulation app around your collection, borrowers and lending rules. See what is on loan, what is overdue and which renewal needs a decision.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A renewal request meets a waiting reader.

Follow one example through the people and decisions involved.

Fictional workflow exampleLibrary loans and renewals

A renewal request meets a waiting reader

Copy
LIB-204
Due date
Friday

Current stage · Circulation assistant

Find the current loan

A member asks to renew copy LIB-204, due on Friday. The circulation assistant opens the loan and checks the hold queue.

Read the full walkthrough
  1. Find the current loan

    A member asks to renew copy LIB-204, due on Friday. The circulation assistant opens the loan and checks the hold queue.

    Copy:
    LIB-204
    Due date:
    Friday
  2. Review the waiting hold

    Another member has reserved the same title. The librarian keeps the original due date and records why the renewal was declined.

    Hold queue:
    One waiting reader
    Renewal:
    Declined
  3. Prepare the next loan

    When the copy is returned, staff mark it available for the next reader and keep the previous loan in its history.

    Return:
    Recorded
    Next step:
    Prepare held copy

What to include in your library loans and renewals

  • Know which copy is available

    Keep a separate accession number and loan history for each copy, even when several books share a title.

  • Handle renewals and holds

    Show an existing hold before a librarian extends a due date. Keep the decision and new date with the loan.

  • Follow up on overdue loans

    Give circulation staff a list of overdue items, the responsible member and the next follow-up date.

  • Set your lending rules

    Change loan length by member type or resource type. Keep renewal limits and hold priority visible to staff.

  • Organize your collection

    Add shelf location, author, edition and condition so a copy can be found and checked before issue.

Questions before you build

Describe your current process, who uses it and the fields you need. For this app, start with accession number, book copy, member, checkout date, due date, hold queue, renewal. You can edit the example prompt before continuing.

Build your library loans and renewals app.

Start with your workflow and make it yours.

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