FAQs: Understanding Reserve Scenarios
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How do I remove items from reserve at the end of the term? See FAQs: Modifying Reserve Information |
Various situations can occur when staff members prepare materials for an upcoming term, put items on reserve for the current term, and remove items from reserve at the end of the term. The reserve control record status, instructor/course reserve status, and copy status must be set correctly to handle these situations. Often, the Reserve batch reports can be used to update reserve records quickly.
How do I collect items for an upcoming term?
You are not required to set the status and stage settings for materials to be retrieved and brought to the Reserve Desk, though some libraries prefer to do this to make sure all materials are retrieved. Many libraries will simply place items on reserve when an instructor presents materials at the Reserves Desk, or they will use reports to update reserve records.
If you want to use status and stage settings for materials to be retrieved and brought to the Reserve Desk for a reserve, create the reserve record with the appropriate settings to give you time to collect the materials.
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In the Reserve Information and Maintenance group, click the Create Reserve wizard. |
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Use the Item Search helper to locate the item. |
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Set the statuses and stage as follows. |
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On the Basic Information tab, in the Status list, select COLLECT. |
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On the Individual Reserve tab, in the New Stage list, select PREPARE. |
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On the Copies tab, in the New Status list, select PICKUP. To change the status of all listed copies, in the New Status For All Copies list, select PICKUP. Setting the copy status to PICKUP automatically places a copy-level hold with a Rush recall on the item. The Reserve Desk hold is positioned as the first hold in the hold queue for the item. |
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Click Create to save your changes. |
If an item is shelved at the Reserve Desk, will it already have a reserve control record?
If a copy is shelved at the Reserve Desk, a reserve control record and an individual instructor/course reserve record probably exists for this copy. Use the Modify Reserve wizard to activate the reserve, and to return the item to normal circulation while shelving it at the Reserve Desk.