Add Instructors to a Course Reserve Record

Instructors must have existing patron records in your Polaris system. Once an instructor is associated with a course, the instructor can access course reserve information from the PAC patron account.

To add one or more instructors to a course reserve record:

1. Select Cataloging (or Patron Services), Course Reserve Records on the Polaris shortcut bar, or click .

The Find Tool opens.

2. Search for the course reserve record with the Find Tool, and open the record from the results list.

See Finding Existing Course Reserve Records.

3. Click to display the Add Instructors dialog box.
4. Input the patron barcode of the instructor, using one of the following methods:
   • Scan the barcode from the instructor’s library card, or type the barcode and press ENTER.
   • Click Find to display the Polaris Find Tool and search for the instructor’s patron record. See Find patron services and related records.

5. To create more instructor links to the record, repeat the previous step until all the patron barcodes have been entered.
6. To designate an instructor as primary or alternate, select the instructor and select Primary or Alternate in the Designation box.

The default setting is Primary. If you select multiple instructors, all receive the same designation.

7. To input a note, select the instructor and type the text in the Note box.

If you select multiple instructors, the same note is added for each one.

8. Click OK to submit your settings.

The Instructors view lists the instructors. The status bar indicates that the link has been created. In all the patron records you added as instructors, the Instructor checkbox is checked to indicate the link with a course reserve record.

Related Information

• Designate an instructor from a patron record - From an open patron record, select Tools, Add to Course Reserve. Use the Find Tool to identify and select the course reserve record.
• Edit Notes and Designation - In the Instructors view of the Course Reserve record, select the instructor, click and edit the information.
• Remove an instructor - In the Instructors view of the Course Reserve record, select the instructor, and click  to delete the link with the instructor’s patron record.
• Instructor’s address - The instructor’s address in the Course Reserve record is taken from the Office address fields in the patron record. If no office address exists, the address is taken from the Home address fields, or from the first address available if there is no Home address. You can edit the office address in the patron record, and the changes are displayed in the course reserve records to which the instructor’s patron record is linked.
• Open a course reserve record from patron search results - In the Find Tool results list, right-click the instructor’s patron record and select Links, Existing, Course Reserves from the context menu. The associated records open.
• Open an instructor’s record from course reserve search results - In the Find Tool results list, right-click the course reserve record and select Links, Existing, Instructors. The associated patron records open.
• Open a course reserve record from an instructor’s patron record - In the instructor’s patron record, select Links, Course Reserves.