Place Items on Reserve from a Course Reserve Record

If you have a stack of items already pulled from the shelves, ready to place on reserve for one course, this method may be the most efficient. To place items on reserve by linking to the item records from an open course reserve record:

1. Select Cataloging, Course Reserve Records (or Patron Services, Course Reserve Records) to search for the course reserve record with the Find Tool, and open the record from the results list.
2. Select View, Items or click  to display the Reserve Items view.
3. Click the Add Items icon above the Reserve items list.

The Add Items dialog box appears.

4. Specify an item or items to add by one of the following methods:
   • Scan or type the item barcode in the Items box.
   • Click Find to open a Find Tool, and search for and select the item record.

Tip:
If an item in the list is a serial, the serial designation (enumeration The designation reflecting the alphabetic or numeric scheme used by the publisher on an item or assigned when the holdings statement is created to identify the individual bibliographic or physical parts and to show the relationship of each unit to the unit as a whole. and chronology The date(s) used by the publisher on a serially-issued bibliographic unit to help identify or indicate when it was published. The chronology may reflect the dates of coverage, publication, or printing.) is added to the title. You may need to expand the title column to see the designation.

The Items list displays the items you selected.

5. To set circulation values for the reserve item from a template, follow these steps:

Note:
You can set or edit circulation values after the reserve item is added to the course. See step 7.

1. Click Find in the Template area of the dialog box. The Find Tool appears.
2. Search for and select a reserve item template. For more information about reserve item templates, see Create a reserve item template.
3. Click OK.

The Add Item dialog box closes. The Reserve items list in the Course Reserve workform displays the linked item. The status bar indicates that the link has been created.

In all the item records you placed on reserve, you can see the Reserve Item settings by selecting View, Reserve. For more information about reserve item settings, see Reserve Item Records.

6. To set or edit circulation values for a reserve item, follow these steps:
   1. Double-click the item in the Reserve items list on the Course Reserve workform. The Reserves view of the item record appears.
   2. Set the circulation values in the Reserve Holding Detail section of the Reserves view, and click File, Save.

Related Information

• Uncataloged material - You can place temporary or instructor-owned items on reserve by creating item and bibliographic records on-the-fly from the course reserve record. See Place uncataloged material on reserve.
• Editing reserve item settings - You can edit the Start Date, End Date, and Notes, after the item has been placed on reserve. In the Reserve Items view of the course reserve record, right-click the item and select Edit Linked Information from the context menu (or select the item and click ). In the Reserve view of the item record, right-click the course and select Edit Linked Information from the context menu.
• Transferring items - You can transfer reserve items from one course to another. See Transfer a reserve item to a different course.
• Inactive Courses - If the course status is Inactive, all items added to the course reserve record have a status of Not Reserved, regardless of the default or template setting for the reserve item status. If the course status changes to Active, you can edit the status of the reserved items to On Reserve. Select the item in the Reserve Items view of the course reserve record and click .
• Repeated courses - If the same course is taught every term, you can create a course reserve record for each term, and transfer the items from one course to the next at the end of the term. See Transfer a reserve item to a different course. Another method is to use a single course record, changing the Term/Year setting at the end of each term. When you change the Term/Year setting, the Start Dates and End Dates are automatically updated for all the reserved items for the course.

Note:
If a course is taught frequently, but not necessarily every term, you can set the course reserve status to Inactive at the end of the term. The status of the reserved items for the course automatically changes to Not Reserved. When the course is taught again, you can reactivate the course and the reserve items.

• Opening reserve item records from course reserve search results - In the Find Tool results list, right-click the course reserve record and select Links, Existing, Items. The associated records open.
• Open course reserve records from reserve item records - In the item record, select Links, Course Reserves.