Course Reserve Workform

The Course Reserve workform displays information from the course reserve record.

For general information about course reserves, see Borrow By Mail Circulation. Use the top part of the workform and the workform toolbar to:

• Create a course reserve record or edit this record - See Setting Up Course Reserve Records. Polaris requires information in the fields with bold labels.
  Tips:

• For new records, you can select an existing course name, course number, section number, and course abbreviation. Or select Tools, Add New Course Information to display the Add New Course Information dialog box. Type the information instead of selecting from existing options. The information is added to the new course reserve record and to the appropriate tables in Polaris Administration.

• The optional Alternate Name is searchable with the Find Tool.

• Status - Courses with an Active status can be displayed in PAC search results. If you are setting up the record for future use only, select Inactive.

• Public notes are displayed in PAC search results for the course. Non-public notes are displayed only in the staff client.

• Print information from this workform - Select File > Print > Current View; File > Print > All Views; File > Print > List View; or click the down arrow by the print button .

• Delete this record - Select File > Delete, or click .

• Create a new course reserve record from this workform - Select File > New, or click . See Create a new record from the Promotion workform.

• Search for another course reserve record - Select File > Open, or click .

• Views

• Work with instructors - Select View > Instructors, or click .

• Work with reserve items - Select View > Items, or click .

Course Reserve Workform - Instructors View

This view lists the instructors linked to this course. Use this view to:

• Add an instructor to the course - Click . The Add Instructor dialog box appears, where you can search for the instructor’s patron record and add information about the instructor. See Add instructors to a course reserve record.

Note:
The Address column displays the office address listed in the instructor’s patron record, or the home address if no office address is available.

• Edit the notes or primary/alternate designation for an instructor - Select the instructor in the Instructors list, and click .

• Remove an instructor from a course - Select the instructor in the Instructors list, and click .

• Open an instructor’s patron record - Right-click the instructor’s name in the Instructors list, and select Open from the context menu.

Course Reserve Workform - Items View

This view lists the items on reserve for the course. Use this view to:

• Place an existing item on reserve for this course - Click  above the Items list. The Add Items dialog box appears, where you search for or supply item and reserve template information. See Place items on reserve from a course reserve record.

• Remove an item from this course - Select the item, and click  above the Items list (or right-click the item and select Remove from course reserve from the context menu). See Remove an item from reserve.

• Edit an item’s reserve period or notes for this course - Select the item, and click  above the Items list (or right-click the item and select Edit Linked Information from the context menu). The Linked Course/Reserve Item Information dialog box appears.

Tip:
Type any note regarding this item as it relates to this course. You can use this field to note any required chapters or pages.

• Change an item’s reserve status - Select the item in the Items list, and click  (or right-click the item and select Deactivate or Reactivate from the context menu). You can change the status from On Reserve to Not Reserved (deactivate), or from Not Reserved to On Reserve (reactivate). See Deactivate a reserve item.

• Place a temporary or instructor-owned item on reserve - Click the Create Item icon . The Brief Item Entry dialog box appears, where you can create minimal item and bibliographic records. See Place uncataloged material on reserve.

Important:
You need an on-the-fly item record template named Reserve on the fly to create reserve items on the fly. See Place uncataloged material on reserve.

• Transfer a reserve item from one course to another - Right-click the item to transfer, and select Transfer to another Course Reserve from the context menu. See Transfer a reserve item to a different course.