Managing Bulk Loans in SmartSuite Using Class Lists from TASS

This article walks through how to efficiently manage Bulk Loans in SmartSuite — a process designed to help librarians issue multiple textbooks to an entire class or course group.

Before you begin:
To complete this process, you’ll need to have already downloaded (or have ready access to) the list of students for the class or course you’re loaning textbooks to (e.g. Mr Fernandez's Year 10 English class).

1. After you have acquired your list of students needing to borrow the textbook, log into SmartSuite
2. Navigate to -> Circulation -> Circulation
3. Ensure you are on the Loan tab (hint: ensure the background is blue )
4. Locate the first student from your TASS list by typing in their Firstname, Surname or Student Number (barcode) into the field and pressing enter on your keyboard

5. Once the borrower has been selected (their details will appear on the left of the window), scan the book you wish to loan to them into the same field ()
6. Once you have finished loaning all books to this borrower, simply type the Firstname, Surname or Student Number (barcode) into the field and press enter on your keyboard to select your next borrower
7. Complete steps 4. -> 5. for each subsequent borrower on the TASS list