Create Bookings Wizard

The Create Bookings wizard guides you through the process of creating a booking. A booking is a means of reserving library material for a date and time up to two years in the future.

To create a booking for a single item

For step–by–step instructions on creating multiple copy or recurrent bookings, see FAQs: Creating Booking Information.

Note: If the Booking Profile policy assigned to the item you are booking has Rotate Copies:Yes selected, then the copy that you select when creating a booking will not necessarily be the one that is booked. It is also important to note that in this situation the system assumes that all other copies belonging to this call number will be in the rotation (if the copies are bookable). Because of this behavior, it is recommended that all copies belonging to a call number have the Booking Profile policy Rotate Copies selection set with the same value.

If your Booking Criteria properties are set to Group Booking, you must also select a booking group in the Booking Group list in the Set Properties window. The Booking Group list contains values based on the Booking Profile policies.

After the booking record has been created, select one of the following options.

Add Extended Info to allow the addition of extended information to your booking record on the Extended Info tab
Make More Changes to modify the record you just created
Create Another Booking to create another booking for the same user
Create Recurrent Bookings to create a booking of the same material at the same day and time for a specified period
Close to exit the wizard

Appropriate booking policies must have been defined before a booking can be created.

If the user is DELINQUENT or BLOCKED, an alert window will appear. Additionally, if there are any notes in the user record, these will appear in the alert window.

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