Place Cataloged Items on Reserve from an Item Record

To place cataloged materials on reserve by working from the Item Record workform:

Tip:
Right-click the item in the Find Tool results list, and select Add to Course Reserve from the context menu.

1. Select Cataloging, Item Records to search for the item record with the Find Tool, and open the record from the results list.
2. Select Tools, Add to Course Reserve Record.

The Add to Course Reserve dialog box appears.

3. Specify the course reserve record for which the item is to be placed on reserve, by following these steps:
   1. On the Course & Item tabbed page, click Find Course to display the Polaris Find Tool.
   2. Search for the course reserve record.
   3. Right-click the course reserve record in the results list, and choose Select from the context menu.

The Find Tool closes, and information from the selected course reserve record fills the course fields in the Add to Course Reserve dialog box.

4. Specify the circulation settings for the reserve item using one of these methods:
   • On the Course & Item tabbed page, specify the circulation information in the Reserve circulation section of the dialog box. For more information about these settings, see Reserve Item Records.
   • If you want to use a reserve item template to set the circulation values in the reserve item record, click Find Template to display the Polaris Find Tool and search for the template. For more information about reserve item templates, see Create a reserve item template.
5. Select the Disposition tab in the Add to Course Reserve dialog box, and edit the disposition settings as needed. For more information about these settings, see Reserve Item Records.

You can use the Note field for information about specific chapters or pages required for a particular course.

6. Click OK to submit your settings.

The status bar indicates that the link has been created, and the selected course is displayed in the Linked Courses list on the Reserves view of the item record.

7. To edit the circulation settings for the reserve item, select View, Reserve or click  on the Item Record workform.

For more information about reserve item settings, see Reserve Item Records.

Related Information

• Searching for reserve item records - Select Cataloging, Reserve Item Records to search for a reserve item record (for example, by title). You can open a reserve item record from the results list. The results list also includes the course name, course number, reserve status, and instructor. If a reserve item is linked to more than one course, the Course Name field indicates Multiple and the other course fields are blank. Right-click the reserve item in the results list, and select Links from the context menu to access the associated course reserve records.

Note:
You can limit searches for reserve item records by assigned branch, in addition to other options. The assigned branch is the assigned branch for the reserve item, which may differ from the assigned branch for the item when it is not on reserve.

• Editing reserve item settings for a particular course - You can edit the Start Date, End Date, and Note for an item as it relates to a particular course, 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. In the Reserve view of the item record, right-click the course and select Edit Linked Information from the context menu. A dialog box is displayed where you can edit the start date, end date, and note.

Note:
If the course reserve record’s Term/Year setting is changed, the reserved item’s Start Date and End Date are automatically updated. Edit the reserve item’s dates if you need to set values different from the new course dates.