Course Reserve Options Dialog Box

To open this dialog box:
In Polaris Administration, select Parameters, Patron Services, Course reserve options.

Course reserve options control the default settings for the reserve item “record,” which stores circulation, status, and disposition information about an item that has been placed on course reserve. The default values for the reserve item record can be different from those used in the equivalent (non-reserved) item record. See Setting Course Reserve Options. Set the defaults for reserve items as follows:

Note:
Course reserve tables control course information settings.

• Assigned branch

• Assigned collection (optional) - The list includes all collections defined for the assigned branch.

• Shelf location (optional) - The list includes all shelf locations defined for the assigned branch.

• Loan period code

• Fine code

• Renewal limit - Select 0 if you do not allow renewals on most reserve items.

• Holdable - Select (check) if hold requests are allowed on most reserve items.

• Copy owner - Select Library if most reserve items are drawn from the library’s collection. Select Instructor if instructors supply most reserve items.

• Action when done - Indicates the default action to take when a reserve item is taken off reserve.

• Discard - The item should be discarded when it is taken off reserve. You may wish to use this option if most of your reserve items are photocopies or temporary materials provided by the instructor.

• Return item to collection - The item should return to the library’s circulating (non-reserve) collection when it is taken off reserve (available only if Library is the selected copy owner).

• Return to owner - The item should be returned to the instructor when it is taken off reserve (available only if Instructor is the selected copy owner).

• Auto-delete - Automatically delete the item record (and the associated bibliographic record, if appropriate) when an item is taken off reserve. If most of your reserve items are instructor-owned, and you are therefore creating temporary item records for them when they are placed on reserve, you may wish to select this option (available only if Discard or Return to Owner is selected).

• Copyright compliance - Select a default compliance option:

• None - Select if most reserve items are not photocopies.

• CCG (compliance with copyright guidelines) - For photocopied journal articles if the article is dated within the last five years, and your library does not own the journal title, and this is the fifth or fewer request made for this item within the current calendar year.

• CCL (compliance with copyright law) - All other photocopies; for example, the article is older than five years, or your library owns the journal title, or this is the sixth or greater request within the calendar year and if your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.

• Library use only - Select if most reserve items should not be removed from the library.

• Requires full cataloging - Select if most reserve items need further cataloging (available only if Library is the selected copy owner).

• Purchase - Indicates that the library may wish to purchase copies of most reserve items, if they are instructor-owned, or additional copies of library-owned items. This option simply sets an indicator in the reserve item record. It does not initiate automatic purchase order functions.

• Copyright fee required - Indicates that a copyright fee is required for most reserve items. This option does not initiate any automatic functions.