May 2025

Quick Facts

• Volunteers will use IMMS Check In procedures to process holds.
  • In Symphony, volunteers will use the Check In wizard in the Volunteer module.
  • Volunteers may also use AMH to check in holds.
• See IMMS Quick Guides for:
  • Check in without AMH
  • Managing Transport Units
  • Move to Shelf - Placing items on the Holds shelf
  • Pick lists
  • Processing incoming crates
    • With AMH
    • Without AMH

Procedure

Check in

1. Hold crates will be scanned with IMMS, using the “Check correct delivery” function. This tells IMMS the crates have arrived, but doesn’t check the items in.
2. Scan the RFID tag on a book truck or the RFID tagged card on the check in desk, to tell IMMS where items are going. See Managing Transport Units.
3. Use the Check In wizard in the Volunteer module to check in holds pulled from the paging list or crates.
4. Place the item on the RFID pad.
   1. The Item ID will display the barcode number.
   2. Follow the instructions on the screen for putting the item on the holds shelf, onto a booktruck, or into a crate.
      1. Hold is Available alert: Click OK to print a hold slip for holds ready for pick up at your location.
      2. Item now in Transit alert: Click OK to route a hold to the Sort Center for another location.
   3. If there is not a pop-up alert, watch the Chutes column on the Check In screen. This column will tell you if the item should be Shelved or put into Transit. Symphony will not display a pop-up message on how to route items that aren't on hold.
   4. Holds and returns for other locations can be put in the same crate.
5. Repeat step 2 to continue checking in items. Select Close at the bottom of the screen when finished.

Lost and Paid- Credit Account

When checking in items you may see a pop up message that says “Lost and Paid.” Then you may see another pop up message that says “Patron credit account does not exist. Do you want to create a credit account?” Click Yes. The patron's account will be automatically credited.

Overdues/Bills

If an item is overdue, or has been billed, an Account Needs Updating alert will be displayed. Click Check In to continue. 
 

Application

Procedures for volunteers to check in holds from pick lists or crates with branch holds.