Add/Remove Individual Reserve Wizard

The individual instructor/course reserve record provides information about the instructor who requested the material for reserve, as well as the course for which the reserve material is needed. The Add/Remove Individual Reserve wizard is used to create an additional individual instructor/course reserve record for an existing reserve control record or to remove an individual instructor/course reserve record without removing the entire existing reserve record. Using the item ID or call number of the existing reserve control record, SirsiDynix Symphony links the new individual instructor/course reserve record with the existing reserve control record, or removes the selected individual instructor/course reserve record from the existing reserve control record.

To add/remove an individual reserve

In the Reserve Information and Maintenance group, click the Add/Remove Individual Reserve wizard.

In the Item ID box, scan the item’s barcode or identify the item by selecting another type of search.

Review the displayed information and do one of the following:

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To add a new instructor/course record, complete the Instructor ID, Expires, Course ID, and Stage fields, and then click Add Instructor/Course Record. For information on these fields, go to Individual Reserve Tab.

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To remove an instructor or course record, select the Remove check box next to the instructor/course record you want to remove from the list of individual reserves, and then click Remove Instructor/Course Record(s). The individual reserve record is removed.

After successfully adding or removing individual reserve records, select one of these options.

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Another to add or remove individual instructor/course reserve records for another reserve control record

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Close to close this wizard

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Cancel to close the active window without any changes

Important Considerations When Using this Wizard

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If a Reserve Desk has not yet been selected in your WorkFlows session, a message displays to select a Reserve Desk. Click OK to close the message. The Session Settings window appears. Specify the Reserve Desk you want to use for the Academic Reserves wizards

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If a current record exists for the item, click the Current record button to access the last record displayed, modified, or added.

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Click the Basic Information tab to review basic and reserve information about the reserve item.

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If you entered the item ID manually, click Get Reserve Information to display item information. If the item has any exceptions, a status alert may display.

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You can sort listed individual reserves in ascending or descending order. To do this, simply click the column heading of the column you want to sort.

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If a date is not entered in the Expires field, SirsiDynix Symphony defaults to the expiration date of the reserve control record.

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You cannot delete the last individual reserve record from the Add/Remove Individual Reserve wizard. Use the Remove Reserve wizard to remove the reserve record completely.