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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PPcourseres.fm" /><title>Add instructors to a course reserve record</title>
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<h1><a name="XREF_37774_Add_instructors_to"></a>Add Instructors to a Course Reserve Record</h1>
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<p><a name="kanchor2336"></a><a name="IX_adding_to_course_reserve"></a><a name="kanchor2337"></a><a name="IX_adding_instructors"></a>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. </p>
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<p>To add one or more instructors to a course reserve record:</p>
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<ol>
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<li value="1">Select <b>Cataloging</b> (or <b>Patron Services</b>), <b>Course Reserve Records</b> on the Polaris Shortcut Bar, or click <img alt="but_courseReserve.gif" style="width: 25;height: 18;" id="image6" src="but_courseReserve_25x18.gif" class="imginline" />.</li>
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</ol>
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<p class="indent2">The Find Tool opens.</p>
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<ol data-mc-continue="true">
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<li value="2">Search for the course reserve record with the Find Tool, and open the record from the results list.</li>
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</ol>
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<p class="indent2">See <a href="Setting_Up_Course_Reserve_Records.htm#XREF_84306_Finding_Existing">Finding Existing Course Reserve Records</a>.</p>
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<ol data-mc-continue="true">
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<li value="3">Click <img alt="NAddInstrIcon.gif" style="width: 19;height: 18;" id="image7" src="NAddInstrIcon_19x18.gif" class="imginline" /> to display the Add Instructors dialog box.</li>
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<li value="4">Input the patron barcode of the instructor, using one of the following methods:<ul type="disc"><li>Scan the barcode from the instructor’s library card, or type the barcode and press <b>ENTER</b>.</li><li>Click <b>Find</b> to display the Polaris Find Tool and search for the instructor’s patron record. See <a href="../PPstart/Find_patron_services_and_related_records.htm#XREF_60305_Find_a_record_in">Find patron services and related records</a>.</li></ul></li>
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</ol>
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<ol data-mc-continue="true">
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<li value="5">To create more instructor links to the record, repeat the previous step until all the patron barcodes have been entered.</li>
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<li value="6">To designate an instructor as primary or alternate, select the instructor and select <b>Primary</b> or <b>Alternate</b> in the <b>Designation</b> box.</li>
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</ol>
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<p class="indent2">The default setting is <b>Primary</b>. If you select multiple instructors, all receive the same designation.</p>
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<ol data-mc-continue="true">
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<li value="7">To input a note, select the instructor and type the text in the <b>Note</b> box.</li>
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</ol>
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<p class="indent2">If you select multiple instructors, the same note is added for each one.</p>
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<ol data-mc-continue="true">
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<li value="8">Click <b>OK</b> to submit your settings.</li>
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</ol>
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<p class="indent2">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 <b>Instructor</b> checkbox is checked to indicate the link with a course reserve record.</p>
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<h4>Related Information</h4>
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<ul type="disc">
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<li><a name="kanchor2338"></a><a name="IX_See_also_course_reserves"></a><a name="kanchor2339"></a><a name="IX_designating_from_patron"></a><span class="FM_BulletHead">Designate an instructor from a patron record</span> - From an open patron record, select <b>Tools</b>, <b>Add to Course Reserve</b>. Use the Find Tool to identify and select the course reserve record.</li>
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<li><a name="kanchor2340"></a><a name="IX_editing_notes_and"></a><a name="kanchor2341"></a><a name="IX_editing_instructor_notes"></a><span class="FM_BulletHead">Edit Notes and Designation</span> - In the Instructors view of the Course Reserve record, select the instructor, click <img alt="NEditInstrIcon.gif" style="width: 17.405pt;height: 18.931pt;margin-bottom: -7.000pt;" id="image9" src="NEditInstrIcon.gif" /> and edit the information.</li>
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<li><a name="kanchor2342"></a><a name="IX_deleting_from_course"></a><a name="kanchor2343"></a><a name="IX_deleting_instructors_from"></a><span class="FM_BulletHead">Remove an instructor</span> - In the Instructors view of the Course Reserve record, select the instructor, and click <img alt="NDeleteInstrIcon.gif" style="width: 18.142pt;height: 15.931pt;margin-bottom: -4.000pt;" id="image10" src="NDeleteInstrIcon.gif" /> to delete the link with the instructor’s patron record.</li>
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<li><a name="kanchor2344"></a><a name="IX_editing_addresses_1"></a><span class="FM_BulletHead">Instructor’s address</span> - The instructor’s address in the Course Reserve record is taken from the <b>Office </b>address fields in the patron record. If no office address exists, the address is taken from the <b>Home</b> address fields, or from the first address available if there is no <b>Home</b> 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.</li>
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<li><a name="kanchor2345"></a><a name="IX_opening_associated"></a><span class="FM_BulletHead">Open a course reserve record from patron search results</span> - In the Find Tool results list, right-click the instructor’s patron record and select <b>Links, Existing, Course Reserves</b> from the context menu. The associated records open.</li>
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<li><a name="kanchor2346"></a><a name="IX_opening_linked"></a><span class="FM_BulletHead">Open an instructor’s record from course reserve search results</span> - In the Find Tool results list, right-click the course reserve record and select <b>Links, Existing, Instructors</b>. The associated patron records open.</li>
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<li><a name="kanchor2347"></a><a name="IX_opening_associated_1"></a><span class="FM_BulletHead">Open a course reserve record from an instructor’s patron record </span>- In the instructor’s patron record, select <b>Links, Course Reserves</b>.</li>
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</ul>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_33132_Circulating"></a>Circulating Reserved Items</h1>
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<p><a name="kanchor2973"></a><a name="IX_circulation_overview"></a>Reserve items may circulate like any other items, but their loan period and fine rates are generally adjusted.  For example, a book that normally circulates for two weeks might be limited to three hours or overnight when placed on reserve. The Reserve Item view of the item record shows the reserve circulation settings.</p>
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<h2><a name="TOC_Reserve_Item_Check_Out"></a>Reserve Item Check-Out</h2>
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<p><a name="kanchor2974"></a><a name="IX_check_out_1"></a>You check out reserve items following the same general procedures as for any other check-out operation (see <a href="../PPckout/Check-Out_and_Renewal.htm#XREF_63116_Checking_Out">Check-Out and Renewal</a>). When a reserve item is checked out, the transaction is recorded in the circulation counters in the Reserve Item view of the item record, as well as the circulation counters in the primary item record.</p>
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<p>The following special situations may apply to reserve items:</p>
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<ul type="disc">
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<li>An item is on reserve for more than one course - When you check out an item that is on reserve for more than one course, a dialog box displays. Select the course for which the item is being checked out, and click OK. It is possible to choose No course. In this case, the reserve item circulation settings still govern the due date calculation, and the item counts toward the total number of reserved items a patron may check out, but the transaction is not added to the reserve item’s circulation statistics.</li>
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<li>An item is limited to library use - If the reserve item is limited to in-library use only, a message warns you that the item should not leave the library.</li>
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<li>Patron block on reserve items - A block message may appear if the patron has exceeded the limit on the number of reserved items that can be checked out. This limit is set in Polaris Administration. </li>
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</ul>
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<h2><a name="TOC_Reserve_Item_Check_In"></a>Reserve Item Check-In</h2>
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<p><a name="kanchor2975"></a><a name="IX_check_in_2"></a>You check in reserve items following the same general procedures as for any other check-in operation. See <a href="../PPckin/Check-In.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Check-In</span></a>. During check-in, if an item has a reserve status of <b>On Reserve</b> or <b>Permanent Reserve</b>, a message informs you what course the item is reserved for, so that you can put it aside for proper shelving.</p>
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<h2><a name="TOC_Offline_Circulation_for"></a>Offline Circulation for Reserve Items</h2>
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<p><a name="kanchor2976"></a><a name="IX_offline_circulation_1"></a>For offline circulation, the following special situations apply to reserve items:</p>
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<ul type="disc">
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<li>Circulation statistics - If a reserve item is on reserve for more than one course, the check-out is recorded with the first course to which the item is linked. A message is written to the log file during upload.</li>
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<li>An item is limited to library use - When a reserve item is checked out offline, but the item is limited to in-library use only, a message is written to the log file during upload.</li>
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<li>Patron block on reserve items - When a reserve item is checked out offline, but the patron has exceeded the limit on the number of reserved items that can be checked out, a message is written to the log file during upload.</li>
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<li>Check-in - When a reserve item is checked in using offline mode, a message is written to the log file during upload that identifies the item as a reserve item.</li>
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</ul>
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<h2><a name="TOC_Self_Check_Circulation"></a>Self-Check Circulation for Reserve Items</h2>
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<p><a name="kanchor2977"></a><a name="IX_self_check_circulation"></a>For self-check circulation, the following special situations apply to reserve items:</p>
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<ul type="disc">
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<li>An item is linked to more than one course - If a reserve item is on reserve for more than one course, the check-out is blocked. A message refers the patron to the staff circulation desk for check-out. </li>
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<li>An item is limited to library use - When a reserve item is limited to in-library use only, the check-out is blocked.</li>
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<li>Patron block on reserve items - If the patron has exceeded the limit on the number of reserved items that can be checked out, the check-out is blocked.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPcourseres/Create_a_new_course_reserve_record.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_38327_Create_a_new"></a>Create a New Course Reserve Record</h1>
|
||||
<p><a name="kanchor1051"></a><a name="IX_creating_7"></a>You can create and save course records in advance, without linking any reserve items or instructors to them. Then, as a new term or semester begins, you can place items on reserve for the courses as the instructors provide lists of items already in the library collection, or provide actual materials. </p>
|
||||
<p>To create a new course reserve record:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you will use much of the same information for many course reserve records, use a course reserve record template as the basis for new records. See <a href="Create_and_use_a_course_reserve_template.htm#XREF_80887_Create_and_use_a">Create and use a course reserve template</a>.</p>
|
||||
<p class="NoteShade"><b>Tip: <img alt="pbut_new.gif" style="margin-bottom: -4.000pt;width: 29;height: 27;" id="image0" src="pbut_new_29x27.gif" /><br /></b>Click to display the New dialog box, or press <b>CTRL+N</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also create a new record by selecting <b><b>File </b>><b> New</b></b> from an open Course Reserve workform.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Course Reserve </b>in the <b>Objects</b> box, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Instructors view of the Course Reserve workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">If necessary, select a record owner in the <b>Owner</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">The default is the branch where your workstation is located. Select another branch in the system, if appropriate.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify course information with one of the following methods:<ul type="disc"><li><span class="FM_BulletHead">Select from a list of courses</span> - Select <b>Tools</b> > <b>Display All Available Courses</b>. The Available Courses dialog box appears. The available courses depend on which branch is designated in the <b>Owner</b> box. Select a course, and click <b>OK</b>. Course information from the course you selected fills the workform.</li><li><span class="FM_BulletHead">Select from pre-set options</span> - Select the options from these lists: <b>Name</b> (required); <b>Number; Section. </b>When you select a name from the list, the <b>Abbreviation</b> field is automatically filled if an abbreviation has been set up for the course name. Different options may be available for different branches. The available options depend on which branch is designated in the <b>Owner</b> box.</li><li><span class="FM_BulletHead">Type the course information</span> - Select <b>Tools</b> > <b>Add New Course Information</b>. The Add New Course Information dialog box appears. Type the course information in the appropriate fields, and click <b>OK</b>. The Add New Course Information dialog box closes, and the information you typed is added to the Course Reserve workform.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You must have the permission <b>Course reserve records: Create</b>, set in Polaris Administration, to use this method.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a course status in the <b>Status</b> box:<ul type="disc"><li>Select <b>Active</b> if you will be adding items for the current term or year. If the course reserve record is <b>Active</b>, patrons can search for it in the PAC.</li><li>Select <b>Inactive</b> if you are creating the record to use at another time. If the status is <b>Inactive</b>, the record is not available for PAC searches.</li></ul></li>
|
||||
<li value="6">Select the appropriate options from the <b>School/Division</b>, <b>Department</b>, and <b>Term/Year</b> lists, if you want to set these options.</li>
|
||||
</ol>
|
||||
<p class="indent2">If you select a <b>Term/Year</b> option, the <b>Start Date</b> and <b>End Date</b> boxes are automatically filled in.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">(Optional) Fill in the following fields:<ul type="disc"><li><b>Alternate Name</b> - You can specify an alternate or common name for the course, and use the Find Tool to search for the course reserve record by this name.</li><li><b>Student count </b>- Number of students in the course</li><li><b>Public Note</b> - Type any free-text note in this box. This note is displayed in PAC search results for the course reserve record.</li><li><b>Non-public note</b> - Type any free-text note in this box. This note is displayed for the course reserve record in the staff client only.</li></ul></li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the record.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor1052"></a><a name="IX_duplicate_detection_1"></a><b>Note:<br /></b>When you save the course reserve record, Polaris checks for duplicate records based on the combination of course name, course number, and section number for the owning branch. If there is a duplicate record, a message is displayed.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">If you want to designate instructors for this course at this time, click the Add Instructor icon to display the Add Instructor dialog box. See <a href="Add_instructors_to_a_course_reserve_record.htm#XREF_37774_Add_instructors_to">Add instructors to a course reserve record</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="NAddInstruc.gif" style="margin-bottom: 0.000pt;width: 358;height: 101;" id="image3" src="NAddInstruc_358x101.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">If you want to place items on reserve for this course at this time, select <b>View</b> > <b>Reserve Items</b> or click <span style="font-size: 9.0pt;"><img alt="NResItemViewIcon.gif" style="margin-bottom: -8.603pt;width: 26;height: 26;" id="image4" src="NResItemViewIcon_26x26.gif" /></span> to display the Reserve Items view, and click the Add Items icon. See <a href="Place_items_on_reserve_from_a_course_reserve_record.htm#XREF_27556_Place_items_on">Place items on reserve from a course reserve record</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="NAddItem.gif" style="margin-bottom: 0.000pt;width: 358;height: 104;" id="image5" src="NAddItem_358x104.gif" /> </p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor1053"></a><a name="IX_deleting_8"></a><span class="FM_BulletHead">Deleting course reserve records</span> - Open the existing course record and select <b>File</b> > <b>Delete</b>, or right-click the record in a Find Tool results list and select <b>Delete</b> from the context menu. You cannot delete a course reserve record that has reserved items linked to the record.</li>
|
||||
<li><a name="kanchor1054"></a><a name="IX_repeated_courses"></a><span class="FM_BulletHead">Repeated courses</span> - 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 <a href="Transfer_a_reserve_item_to_a_different_course.htm#XREF_25387_Transfer_a_reserve">Transfer a reserve item to a different course</a>. 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 of all the reserved items for the course are automatically updated.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>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.</p>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_17666_Create_a_reserve"></a>Create a Reserve Item Template</h1>
|
||||
<p><a name="kanchor3663"></a><a name="IX_creating_9"></a><a name="kanchor3664"></a><a name="IX_reserve_item"></a><a name="kanchor3665"></a><a name="IX_creating_templates_1"></a><a name="kanchor3666"></a><a name="IX_creating_reserve_item"></a>Templates can simplify the creation of new reserve item records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You need a special <b>Reserve on the fly </b>template for creating reserve item records for temporary or instructor-owned materials. See <a href="Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</p>
|
||||
<p class="NoteShade"><b>Tip: <img alt="pbut_new00105.gif" style="margin-bottom: -4.000pt;width: 29;height: 27;" id="image30" src="pbut_new00105_29x27.gif" /><br /></b>Click to display the New dialog box, or press <b>CTRL+N</b>.</p>
|
||||
<p> To create a reserve item template:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar. The New dialog box appears.</li>
|
||||
<li value="2">Select <b>Reserve Item Template</b> in the Objects list, and click <b>OK</b>. The template workform appears.</li>
|
||||
<li value="3">Fill in the workform, as necessary. See <a href="Placing_Items_on_Reserve.htm#XREF_86314_Reserve_Item">Reserve Item Records</a>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><a name="kanchor3667"></a><a name="IX_Start_Date_and_End_Date"></a><b>Note:<br /></b><b>Start Date</b> and <b>End Date</b> values are optional. You might specify values in these fields if the reserve period for items that use this template is different from the start and end dates for a course. If you leave these values blank in both the template and the reserve item record, the course start date and end date define the reserve period for the item. In any case, you can edit the dates in the reserve item record. The reserve period for an item can be different for each course to which it is linked.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select <b>File </b>><b> Save </b>to save the template.</li>
|
||||
</ol>
|
||||
<p class="indent2">The status bar indicates that the template was saved successfully.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can use the Find Tool to search for and open an existing template. Select <b>Cataloging</b> > <b>Templates</b>, <b>Reserve item</b>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<p><a name="kanchor3668"></a><a name="IX_permanent_reserve_items"></a><a name="kanchor3669"></a><a name="IX_permanent_reserve_item"></a><span class="FM_BulletHead">Permanent Reserve templates</span> - If you have many items on permanent reserve, you may find it useful to create a separate template for these items. Specify any preferred settings in the template, and set the status to <b>Permanent Reserve</b>.</p>
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<h1><a name="XREF_80887_Create_and_use_a"></a>Create and Use a Course Reserve Template</h1>
|
||||
<p><a name="kanchor5658"></a><a name="IX_course_reserve_record"></a><a name="kanchor5659"></a><a name="IX_creating_templates"></a>If you use much of the same information for many course reserve records, a template can simplify the creation of new records. To create a course reserve record template, and use the template to create new records:</p>
|
||||
<p class="NoteShade"><b>Tip: <img alt="pbut_new00101.gif" style="margin-bottom: -4.000pt;width: 29;height: 27;" id="image11" src="pbut_new00101_29x27.gif" /><br /></b>Click to display the New dialog box, or press <b>CTRL+N</b>.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar.</li>
|
||||
</ol>
|
||||
<p class="indent2">The New dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Course Reserve Template</b> in the Objects list, and click <b>OK</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The template workform appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Fill in the template, as necessary. See <a href="Create_a_new_course_reserve_record.htm#XREF_38327_Create_a_new">Create a new course reserve record</a>.</li>
|
||||
<li value="4">Select <b>File </b>><b> Save </b>to save the template.</li>
|
||||
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|
||||
<p class="indent2">The status bar indicates that the template was saved successfully. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To create new records based on the template, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>File</b> > <b>New</b> from the Polaris Shortcut Bar to display the New dialog box.</li><li value="2">Select <b>Course Reserve Record</b> in the Objects list. The New dialog box expands with the existing templates in the Choose Template list.</li><li value="3">Select <b>Existing Template</b>. The templates become available for selection.</li><li value="4">Select your template in the Choose Template list, and click <b>OK</b>. The template workform appears.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you are setting up many similar course reserve records, you can designate an existing template as the default course reserve template for the session. Select the template, and select <b>Make session default</b>. For subsequent new course reserve records, select <b>Use Default Template</b>. To remove the session default designation, select <b>Clear session default</b>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="5">
|
||||
<li value="5">Edit the record and select <b>File </b>><b> Save</b> to save it.</li>
|
||||
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|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can also use the Find Tool to search for an existing template. Select <b>Cataloging</b> (or <b>Patron Services</b>), <b>Templates</b>, <b>Course Reserve</b>. Right-click the template in the results list. From the context menu, you can open the template, or select <b>Create</b> to create a new course reserve record based on the selected template.</p>
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<h1><a name="XREF_65321_Deactivate_a"></a>Deactivate a reserve item</h1>
|
||||
<p><a name="kanchor4143"></a><a name="IX_deactivating"></a>You can deactivate items that frequently go on and off reserve. When you deactivate a reserve item, the item is taken off reserve for a course, but the reserve item settings are stored so they can be readily used again. Use one of the following methods to deactivate a reserve item:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>To deactivate a reserve item, the item’s reserve status must be On Reserve, and the circulation status must be In (except ILL items, which cannot have a status of In).</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">From the Course Reserve record, Items view: Right-click the On Reserve item in the Reserve items list, and select <b>Deactivate</b> from the context menu (or click <img alt="pReactivateIcon00106.gif" style="width: 29;height: 18;" id="image33" src="pReactivateIcon00106_29x18.gif" class="imginline" />.)</p>
|
||||
</li>
|
||||
</ul>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">From the item record, Reserves view: In the Linked courses list, right-click the course for which you want to deactivate the item, and select <b>Deactivate</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>The Start Date and End Date values for the reserve item in effect for this course are removed, and the reserve status changes to Not Reserved. If the item is not on reserve for any other course, the primary circulation settings become active. If the item is not on reserve for any other course, the assigned branch for the reserved item is different from the primary assigned branch, and the item should be returned to the library collection, Polaris displays a message that the item should be returned to its primary branch. The primary circulation settings become active, and the primary circulation status changes to In Transit.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<p><a name="kanchor4144"></a><a name="IX_reactivating_1"></a><a name="kanchor4145"></a><a name="IX_reactivating_items"></a><span class="FM_BulletHead">Reactivate an item</span> - From the Course Reserve record (Items view), right-click the Not Reserved item in the Reserve items list, and select <b>Reactivate</b> from the context menu (or select the item and click <img alt="pReactivateIcon00107.gif" style="width: 29;height: 18;" id="image34" src="pReactivateIcon00107_29x18.gif" class="imginline" />.) From the item record (Reserves view), in the Linked courses list, right-click the course for which you want to reactivate the item, and select <b>Reactivate</b> from the context menu. The course must be Active. The reserve period for the item is set to the course reserve record start and end dates.</p>
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<h1><a name="XREF_58531_Managing_Course"></a>Managing Course Reserves</h1>
|
||||
<p><a name="kanchor3819"></a><a name="IX_course_reserves_overview"></a>If your Polaris system includes course reserve functions, you can place materials on reserve for use in a class during a semester or term. Materials can be taken from the regular collection and placed on reserve, or instructors may bring in personal material to be placed on reserve. The items may circulate outside the library, or within the library only.</p>
|
||||
<p>Polaris uses special course reserve records to process course reserves. These store information about the courses for which items are placed on reserve. In addition, Polaris handles the reserved items through reserve item “records,” which are views of Polaris item records for materials placed on reserve. The reserve item record can carry its own circulation settings, which may be different from those in effect if an item is taken off reserve and returned to the regular collection. Staff and patrons can search for course records and reserve materials from the staff client and the PAC.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>3M ebooks cannot be placed on course reserve.</p>
|
||||
<p>
|
||||
<MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../EContent Integration/EContentPAC/Managing_EContent_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a>.</MadCap:conditionalText>
|
||||
</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Setting_Up_Course_Reserve_Records.htm#XREF_91949_Setting_Up_Course">Setting Up Course Reserve Records</a>
|
||||
</li>
|
||||
<li><a href="../PPoutreach/Processing_Outreach_Services_Items.htm#XREF_57113_Placing_Items_on">Placing Items on Reserve</a>
|
||||
</li>
|
||||
<li><a href="Circulating_Reserved_Items.htm#XREF_33132_Circulating">Circulating Reserved Items</a>
|
||||
</li>
|
||||
<li><a href="Taking_Items_Off_Reserve.htm#XREF_11140_Taking_Items_Off">Taking Items Off Reserve</a>
|
||||
</li>
|
||||
<li><a href="Sending_Course_Reserve_Notices.htm#XREF_59891_Sending_Course">Sending Course Reserve Notices</a>
|
||||
</li>
|
||||
<li><a href="Reports_for_Course_Reserves.htm#XREF_86144_Reports_for_Course">Reports for Course Reserves</a>
|
||||
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<h1><a name="XREF_58057_Place_cataloged"></a>Place Cataloged Items on Reserve from an Item Record</h1>
|
||||
<p><a name="kanchor3814"></a><a name="IX_adding_to_a_course"></a><a name="kanchor3815"></a><a name="IX_reserving_items_from_an"></a>To place cataloged materials on reserve by working from the Item Record workform:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Right-click the item in the Find Tool results list, and select <b>Add to Course Reserve</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Cataloging, Item Records</b> to search for the item record with the Find Tool, and open the record from the results list.</li>
|
||||
<li value="2">Select <b>Tools</b>, <b>Add to Course Reserve</b> <b>Record.</b></li>
|
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</ol>
|
||||
<p class="indent2">The Add to Course Reserve dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Specify the course reserve record for which the item is to be placed on reserve, by following these steps:<ol style="list-style-type: lower-alpha;"><li value="1">On the Course & Item tabbed page, click <b>Find Course</b> to display the Polaris Find Tool.</li><li value="2">Search for the course reserve record.</li><li value="3">Right-click the course reserve record in the results list, and choose <b>Select</b> from the context menu.</li></ol></li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool closes, and information from the selected course reserve record fills the course fields in the Add to Course Reserve dialog box.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify the circulation settings for the reserve item using one of these methods:<ul type="disc"><li>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 <a href="Placing_Items_on_Reserve.htm#XREF_86314_Reserve_Item">Reserve Item Records</a>.</li><li>If you want to use a reserve item template to set the circulation values in the reserve item record, click <b>Find Template</b> to display the Polaris Find Tool and search for the template. For more information about reserve item templates, see <a href="Create_a_reserve_item_template.htm#XREF_17666_Create_a_reserve">Create a reserve item template</a>.</li></ul></li>
|
||||
<li value="5">Select the <b>Disposition</b> tab in the Add to Course Reserve dialog box, and edit the disposition settings as needed. For more information about these settings, see <a href="Placing_Items_on_Reserve.htm#XREF_86314_Reserve_Item">Reserve Item Records</a>.</li>
|
||||
</ol>
|
||||
<p class="indent2">You can use the <b>Note</b> field for information about specific chapters or pages required for a particular course.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Click <b>OK</b> to submit your settings.</li>
|
||||
</ol>
|
||||
<p class="indent2">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.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">To edit the circulation settings for the reserve item, select <b>View</b>, <b>Reserve</b> or click <img alt="pResItemVwIcon.gif" style="width: 27;height: 18;" id="image23" src="pResItemVwIcon_27x18.gif" class="imginline" /> on the Item Record workform.</li>
|
||||
</ol>
|
||||
<p class="indent2">For more information about reserve item settings, see <a href="Placing_Items_on_Reserve.htm#XREF_86314_Reserve_Item">Reserve Item Records</a>.</p>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3816"></a><a name="IX_searching_for"></a><span class="FM_BulletHead">Searching for reserve item records</span> - Select <b>Cataloging</b>, <b>Reserve Item Records</b> 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 <b>Multiple</b> and the other course fields are blank. Right-click the reserve item in the results list, and select <b>Links</b> from the context menu to access the associated course reserve records.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>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.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3817"></a><a name="IX_editing_dates_and_notes"></a><span class="FM_BulletHead">Editing reserve item settings for a particular course</span> - You can edit the <b>Start Date</b>, <b>End Date</b>, and <b>Note</b> 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 <b>Edit Linked Information</b> from the context menu. In the Reserve view of the item record, right-click the course and select <b>Edit Linked Information</b> from the context menu. A dialog box is displayed where you can edit the start date, end date, and note.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>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.</p>
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<h1><a name="XREF_27556_Place_items_on"></a>Place Items on Reserve from a Course Reserve Record</h1>
|
||||
<p><a name="kanchor3689"></a><a name="IX_adding_items"></a>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:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Cataloging</b>, <b>Course Reserve Records </b>(or <b>Patron Services</b>, <b>Course Reserve Records</b>) to search for the course reserve record with the Find Tool, and open the record from the results list.</li>
|
||||
<li value="2">Select <b>View, Items</b> or click <img alt="NResItemViewIcon00102.gif" style="width: 29;height: 18;" id="image16" src="NResItemViewIcon00102_29x18.gif" class="imginline" /> to display the Reserve Items view.</li>
|
||||
<li value="3">Click the Add Items icon <img alt="NAddItemIcon.gif" style="width: 26;height: 18;" id="image17" src="NAddItemIcon_26x18.gif" class="imginline" /> above the Reserve items list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Add Items dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Specify an item or items to add by one of the following methods:<ul type="disc"><li>Scan or type the item barcode in the <b>Items</b> box.</li><li>Click <b>Find</b> to open a Find Tool, and search for and select the item record.</li></ul></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If an item in the list is a serial, the serial designation (<a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">enumeration<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a> and <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">chronology<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>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.</span></a>) is added to the title. You may need to expand the title column to see the designation.</p>
|
||||
</blockquote>
|
||||
<p class="indent2">The Items list displays the items you selected.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To set circulation values for the reserve item from a template, follow these steps:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can set or edit circulation values after the reserve item is added to the course. See step 7.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Click <b>Find</b> in the Template area of the dialog box. The Find Tool appears.</li>
|
||||
<li value="2">Search for and select a reserve item template. For more information about reserve item templates, see <a href="Create_a_reserve_item_template.htm#XREF_17666_Create_a_reserve">Create a reserve item template</a>.</li>
|
||||
<li value="3">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">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.</p>
|
||||
<p class="indent2">In all the item records you placed on reserve, you can see the Reserve Item settings by selecting <b>View</b>, <b>Reserve</b>. For more information about reserve item settings, see <a href="Placing_Items_on_Reserve.htm#XREF_86314_Reserve_Item">Reserve Item Records</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">To set or edit circulation values for a reserve item, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Double-click the item in the Reserve items list on the Course Reserve workform. The Reserves view of the item record appears.</li><li value="2">Set the circulation values in the Reserve Holding Detail section of the Reserves view, and click <b>File</b>, <b>Save</b>.</li></ol></li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Uncataloged material </span>- 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 <a href="Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</li>
|
||||
<li><a name="kanchor3690"></a><a name="IX_editing_reserve_item"></a><span class="FM_BulletHead">Editing reserve item settings</span> - You can edit the <b>Start Date</b>, <b>End Date</b>, and <b>Notes</b>, after the item has been placed on reserve. In the Reserve Items view of the course reserve record, right-click the item and select <b>Edit Linked Information</b> from the context menu (or select the item and click <img alt="nEditItem.gif" style="width: 19.531pt;height: 18.028pt;margin-bottom: -8.000pt;" id="image19" src="nEditItem.gif" />). In the Reserve view of the item record, right-click the course and select <b>Edit Linked Information</b> from the context menu.</li>
|
||||
<li><span class="FM_BulletHead">Transferring items</span> - You can transfer reserve items from one course to another. See <a href="Transfer_a_reserve_item_to_a_different_course.htm#XREF_25387_Transfer_a_reserve">Transfer a reserve item to a different course</a>.</li>
|
||||
<li><a name="kanchor3691"></a><a name="IX_inactive_courses"></a><span class="FM_BulletHead">Inactive Courses</span> - 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 <img alt="pReactivateIcon.gif" style="margin-bottom: -8.000pt;width: 29;height: 27;" id="image20" src="pReactivateIcon_29x27.gif" />.</li>
|
||||
<li><a name="kanchor3692"></a><a name="IX_repeated_courses_1"></a><span class="FM_BulletHead">Repeated courses</span> - 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 <a href="Transfer_a_reserve_item_to_a_different_course.htm#XREF_25387_Transfer_a_reserve">Transfer a reserve item to a different course</a>. 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.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>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.</p>
|
||||
<ul type="disc">
|
||||
<li><a name="kanchor3693"></a><a name="IX_opening_linked_item_1"></a><span class="FM_BulletHead">Opening reserve item records from course reserve search results</span> - In the Find Tool results list, right-click the course reserve record and select <b>Links, Existing, Items</b>. The associated records open.</li>
|
||||
<li><a name="kanchor3694"></a><a name="IX_opening_from_linked_item"></a><span class="FM_BulletHead">Open course reserve records from reserve item records </span>- In the item record, select <b>Links, Course Reserves</b>.</li>
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<h1>Place Multiple Cataloged Items on Reserve from a Record Set</h1>
|
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<p><a name="kanchor5061"></a><a name="IX_reserving_multiple_items"></a>If all the items to be reserved have item records, you can place multiple items on reserve for a course:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For information about creating temporary item records for instructor-owned materials, see <a href="Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You can place multiple cataloged items on reserve from a Find Tool results list. Right-click the items in the list and select <b>Add to Course Reserve</b> from the context menu.</p>
|
||||
<ol>
|
||||
<li value="1">Create a record set of the item records you want to place on reserve. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Polaris_Basics/PIrecsets/Creating_and_Using_Record_Sets.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating and Using Record Sets</span></a>.</MadCap:conditionalText></li>
|
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<li value="2">In the Record Set workform, select <b>Edit</b>, <b>Select All</b>.</li>
|
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</ol>
|
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<p class="indent2">All the items in the item list for the record set are highlighted.</p>
|
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<ol data-mc-continue="true">
|
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<li value="3">Right-click in the item list, and select <b>Add to Course Reserve</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Add to Course Reserve Record dialog box appears.</p>
|
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<ol data-mc-continue="true">
|
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<li value="4">Specify the course reserve record to which you want to link these items, and the reserve circulation settings for the items. For details, see <a href="Place_cataloged_items_on_reserve_from_an_item_record.htm#XREF_58057_Place_cataloged">Place cataloged items on reserve from an item record</a>.</li>
|
||||
<li value="5">Click <b>OK</b> to confirm your settings.</li>
|
||||
</ol>
|
||||
<p class="indent2">The status bar indicates that the links have been created, and the selected course is displayed in the Linked Courses list on the Reserves view of each item record in the record set.</p>
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<h1><a name="XREF_98601_Place_an"></a>Place Uncataloged Material on Reserve</h1>
|
||||
<p><a name="kanchor1689"></a><a name="IX_creating_8"></a><a name="kanchor1690"></a><a name="IX_placing_uncataloged"></a>You may need to place an item on reserve that is not cataloged in the Polaris database, such as material supplied by an instructor. When you place an uncataloged item on reserve, you create minimal level item and bibliographic records on-the-fly, according to an on-the-fly item record template you set up in advance.</p>
|
||||
<p> To place uncataloged material on reserve:</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>You need an item record template named <b>Reserve on the fly</b> to create reserve items on the fly for uncataloged materials. Do step 1 of the procedure below to create the template.</p>
|
||||
<ol>
|
||||
<li value="1">(One time only.) Create the Reserve on the fly item template by following these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar to display the New dialog box.</li><li value="2">Select <b>Item Template</b> from the Objects list, and click <b>OK</b>. The Item Template workform appears.</li><li value="3">Type <b>Reserve on the fly</b> in the <b>Name</b> box.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Type the name <b>Reserve on the fly </b>exactly as it appears here.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">Select <span class="FM_Emphasis">your branch</span> (not yourself) in the <b>Template owner</b> box.</li>
|
||||
<li value="5">Set circulation, location, and request parameters as you would for a normal item.</li>
|
||||
<li value="6">Select <b>File </b>><b> Save</b> to save the template.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Cataloging </b>(or <b>Patron Services</b>), <b>Course Reserve Records</b> to search for the course reserve record with the Find Tool, and open the record from the results list.</li>
|
||||
<li value="3">Select <b>View, Reserve Items</b> or click <img alt="NResItemViewIcon00103.gif" style="width: 24;height: 18;" id="image25" src="NResItemViewIcon00103_24x18.gif" class="imginline" /> to display the Items view.</li>
|
||||
<li value="4">Select the Create Item icon above the Reserve items list.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Brief Item Entry dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Specify the following information on the Brief Item Entry dialog box:<ul type="disc"><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Item barcode</b></li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Title</b></li><li><b>Author </b>(optional)</li><li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Call number</b></li><li>Any free text block, if appropriate</li><li>Circulation settings (<b>Material Code</b>, <b>Fine Period</b>, <b>Loan Period</b>, <b>Collection</b>)</li><li><b>Set OTF Block</b> - Leave this box unchecked. Typically, when a previously uncataloged OTF item is checked in, a block message notifies you that it requires full cataloging. You can override the block to check in the item and allow it to circulate. However, you will be blocked at circulation until the item is fully cataloged, or you save the item record and choose to stop blocking the item. For reserve items, the OTF block is disabled by default (the <b>Set OTF Block</b> option is not checked) for your convenience.</li></ul></li>
|
||||
</ol>
|
||||
<ol start="6">
|
||||
<li value="6">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The temporary bibliographic and item records are created, and the Add to Course Reserve dialog box is displayed.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">If you want to use a reserve item template to set values for the new reserve item, follow these steps:<ol style="list-style-type: lower-alpha;"><li value="1">Click <b>Find Template</b> in the Reserve Circulation area of the dialog box.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Search for and select a reserve item template.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information about reserve item templates, see <a href="Create_a_reserve_item_template.htm#XREF_17666_Create_a_reserve">Create a reserve item template</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="8">Edit the reserve circulation settings for the item, if necessary.</li>
|
||||
<li value="9">Select the <b>Disposition</b> tab in the Add to Course Reserve dialog box to edit disposition settings.</li>
|
||||
<li value="10">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Add to Course Reserve dialog box closes. The Reserve items list in the Course Reserve workform displays the linked item, and the status bar indicates that the link has been created.</p>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_57113_Placing_Items_on"></a>Placing Items on Reserve</h1>
|
||||
<p><a name="kanchor2038"></a><a name="IX_placing_items_on_reserve"></a>You can reserve items in the library’s collection, temporary items such as photocopies, or items provided by the course instructor. When you place an item on reserve, you can assign circulation settings to the item that are different from those that apply when the item is part of the library’s ordinary circulating (non-reserve) collection. The same item can be placed on reserve for more than one course, but the same reserve circulation settings, such as the loan period and fine rate, apply to the item regardless of the course for which it is reserved. If you take an item off reserve for all courses, the primary item settings control the item record again. </p>
|
||||
<p>Any item to be placed on reserve needs a corresponding item record, even if that record is only temporary. Items from the library’s collection most likely already have item records, linked to corresponding bibliographic records. Some materials, such as those provided by an instructor, may not have item or bibliographic records in the library database. For more information about placing these materials on reserve, see <a href="Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</p>
|
||||
<h2><a name="TOC_Reserve_Item_Records"></a><a name="XREF_86314_Reserve_Item"></a>Reserve Item Records</h2>
|
||||
<p><a name="kanchor2039"></a><a name="IX_overview_45"></a>Polaris stores information about a reserve item in a reserve item “record,” which is a special view of the item record and is linked to a course reserve record.</p>
|
||||
<p class="indent2">
|
||||
<img alt="pItemRerserveView.gif" style="margin-bottom: 0.000pt;width: 415;height: 286;" id="image15" src="pItemRerserveView_415x286.gif" /> </p>
|
||||
<p>You can edit reserve circulation settings in the reserve item view of the item record:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Reserve Holding Detail (Assigned branch</b>, <b>Assigned collection</b>, <b>Shelf location</b>, <b>Loan period code</b>, <b>Fine code</b>, <b>Renewal limit</b>, and <b>Holdable)</b> - These settings can be different from those assigned in the primary item record.</li>
|
||||
<li><b>Copy Owner</b> - Select <b>Library Copy</b> or <b>Instructor Copy</b> to indicate who owns the item.</li>
|
||||
<li><b>Limited to Library Use</b> - Select this option to indicate that the item should not leave the library. At check-out, a message informs staff that the item should stay in the library.</li>
|
||||
<li><b>Requires full cataloging</b> - Select this option to indicate that the primary item record and bibliographic record are incomplete. You might flag the reserve item with this option if you create a reserve item on-the-fly. See <a href="Place_uncataloged_material_on_reserve.htm#XREF_98601_Place_an">Place uncataloged material on reserve</a>.</li>
|
||||
<li><b>Purchase</b> - Select this option to indicate that the library needs to purchase additional copies of the item, or purchase its own copies of an instructor-owned item. This setting is informational only, and does not start any automatic processing.</li>
|
||||
<li><a name="kanchor2040"></a><a name="IX_auto_delete"></a><b>Action when done</b> - Select <b>Discard</b>, <b>Return to collection</b>, or <b>Return to owner</b> to indicate what should happen to the item when it is taken off reserve. If you select <b>Discard</b> or <b>Return to owner</b>, you can also select <b>Autodelete</b> to have the primary item record and associated bibliographic record automatically deleted when the item is taken off reserve. You may want to select this option when material (such as photocopies) was specifically created for the reserve, and will be discarded when it is taken off reserve. See <a href="Taking_Items_Off_Reserve.htm#XREF_11140_Taking_Items_Off">Taking Items Off Reserve</a>.</li>
|
||||
<li><a name="kanchor2041"></a><a name="IX_copyright_settings"></a><a name="kanchor2042"></a><a name="IX_reserve_item_record"></a><b>Copyright</b> - Settings:<ul type="disc"><li><b>None</b> - Select this option if the reserve item is not a photocopy.</li><li><b>CCG</b> (Compliance with copyright guidelines) - Use this option for photocopied journal articles if the article is dated within the last five years, <span class="FM_Emphasis">and</span> your library does not own the journal title, <span class="FM_Emphasis">and</span> this is the fifth or fewer request made for this item within the current calendar year.</li><li><b>CCL</b> (Compliance with copyright law) - Use this option for all other photocopies; for example, if the article is older than five years, <span class="FM_Emphasis">or</span> your library owns the journal title, <span class="FM_Emphasis">or</span> this is the sixth or greater request within the calendar year and your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</li></ul></li>
|
||||
<li>Fee information - You can select <b>Fee Required</b> or <b>Fee Paid</b>, and specify the amount of the fee.</li>
|
||||
<li><b>Note field - </b>You can enter notes specifically related to the reserve item.</li>
|
||||
<li><a name="kanchor2043"></a><a name="IX_reserve_status"></a><a name="kanchor2044"></a><a name="IX_linked_courses"></a><b>Linked courses</b> - This area shows information about the courses with which the reserved item is associated. You can right-click a course in the list to open the course reserve record or take other actions regarding the item’s status in regard to the course. For each course, an item’s reserve status can be <b>On Reserve</b>, <b>Not Reserved, </b>or <b>Permanent</b>:</li>
|
||||
<li><b>On Reserve</b> - The item is on active reserve for the course.</li>
|
||||
<li><b>Not Reserved</b> - The item is not currently on reserve for the course, but may be placed on reserve again in the future.</li>
|
||||
<li><b>Permanent</b> - Some items are placed on permanent reserve and are never taken off. Materials for a course that is taught each semester, and frequently used or valuable reference books may be treated this way.</li>
|
||||
</ul>
|
||||
<p class="indent2">An item may be on reserve for one course and not reserved for another.</p>
|
||||
<p><a name="kanchor2045"></a><a name="IX_circulation_status_and"></a>You can place items on reserve with any circulation status other than Withdrawn or Lost. If the item’s status is In, you can select any reserve status for the item in relation to the course (On Reserve, Permanent, or Not Reserved). Items with circulation statuses other than In automatically receive a reserve status of Not Reserved. If an item is Out when you place it on reserve, you can flag the item with a library-assigned block, then activate the reserve when the item is checked in.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Place_items_on_reserve_from_a_course_reserve_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Items on Reserve from a Course Reserve Record</span></a>
|
||||
</li>
|
||||
<li><a href="Place_cataloged_items_on_reserve_from_an_item_record.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Cataloged Items on Reserve from an Item Record</span></a>
|
||||
</li>
|
||||
<li><a href="Place_multiple_cataloged_items_on_reserve_from_a_record_set.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Multiple Cataloged Items on Reserve from a Record Set</span></a>
|
||||
</li>
|
||||
<li><a href="Place_uncataloged_material_on_reserve.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Place Uncataloged Material on Reserve</span></a>
|
||||
</li>
|
||||
<li><a href="Transfer_a_reserve_item_to_a_different_course.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Transfer a Reserve Item to a Different Course</span></a>
|
||||
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|
||||
<li><a href="Create_a_reserve_item_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Create a Reserve Item Template</span></a>
|
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|
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<h1><a name="XREF_52820_Remove_an_item"></a>Remove an item from reserve</h1>
|
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<p><a name="kanchor2779"></a><a name="IX_removing_from_a_course"></a>Use this method to take an item off reserve when you do not expect that the item will be placed on reserve again. When you use this method, the reserve item settings are completely cleared and the link to the course reserve record is broken. To remove an item from reserve:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">From the Course Reserve record, Items view: Right-click the item in the Reserve items list, and select <b>Remove from Course Reserve</b> from the context menu (or select the item and click <img alt="pRemoveItemIcon.gif" style="margin-bottom: -8.000pt;width: 27;height: 27;" id="image35" src="pRemoveItemIcon_27x27.gif" />).</p>
|
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</li>
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</ul>
|
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<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">From the Item record, Reserves view: In the Linked courses list, right-click the course from which you want to remove the item, and select <b>Remove from Course Reserve</b> from the context menu.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>If the reserve item was linked to only one course reserve record, the primary item circulation parameters are restored, and the link between the item and course reserve records is removed. If the item was linked to more than one course reserve record, the link between the selected course and the item is removed, but the reserve item circulation parameters remain in effect for the other linked courses.</p>
|
||||
<p>If the reserve item has either <b>Discard</b> or <b>Return to Owner</b> selected, and <b>Auto-delete</b> was checked, the item and bibliographic records are deleted. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If the reserve item was linked to more than one course, or if the circulation status is other than In, the item and bibliographic records are not deleted even if the Auto-delete option was checked. Also, if more than one item is linked to the bibliographic record, the bibliographic record is not deleted.</p>
|
||||
<p class="FM_Heading4n">Related Information</p>
|
||||
<p><span class="FM_BulletHead">Manually deleting item records with links to course reserves</span> - When you try to delete an item record that is linked to at least one course reserve record, a message informs you of the link. You can break the link and continue to delete the item.</p>
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<h1><a name="XREF_86144_Reports_for_Course"></a>Reports for Course Reserves</h1>
|
||||
<p>Several course reserve reports help you manage course reserves. To access the course reserve reports, select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut bar, and select <b>Public Services, Circulation</b> in the Polaris Reports dialog box.</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task">For information on generating reports, see Generating, Sending & Customizing Reports.</p>
|
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|
||||
<li>
|
||||
<p class="FM_Task">For detailed descriptions of specific Course Reserves reports, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../../Polaris_Basics/PIreports/Circ_Reports.htm#Circulat">Circulation Reports</a>.</MadCap:conditionalText></p>
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<h1>Send Course Reserve Notices</h1>
|
||||
<p><a name="kanchor2000"></a><a name="IX_notices_sending"></a>To send course reserve notices to instructors:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities, Reports and Notices</b> from the Polaris Shortcut Bar. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Polaris Reports window opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Notices, Course Reserves</b>.</li>
|
||||
<li value="3">Select <b>Course Reserve Notice</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Report Setup Wizard dialog box opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select a branch (the owner of the course reserve record).</li>
|
||||
</ol>
|
||||
<p class="indent2">The <b>Courses</b> list displays courses where the selected branch is the owner, the Course Reserve record status is Active, at least one instructor record is linked to the Course Reserve record, and at least one reserve item record with a status of Active or Permanent Reserve is linked to the Course Reserve record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Select a course or courses.</li>
|
||||
<li value="6">Select a notice option:<ul type="disc"><li><b>Email & print notices</b> - After overnight processing, email notices will be sent to instructors associated with active courses whose patron records include at least a primary email address. Print notices are produced for those instructors without email addresses. </li><li><b>Print notices</b> - The notices are addressed to the address specified in the instructor’s patron record field <b>Address for notices and bills</b>.</li></ul></li>
|
||||
<li value="7">Click <b>Submit</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Email notices are placed in the queue. Print notices appear as .pdf files in Adobe Reader. Click the Adobe Reader print icon to print the notices.</p>
|
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<h1><a name="XREF_59891_Sending_Course"></a>Sending Course Reserve Notices</h1>
|
||||
<p><a name="kanchor3067"></a><a name="IX_notices_overview"></a>You can send an email or print notice to primary and alternate course instructors, summarizing circulation statistics for their course reserve materials at the end of each semester. The notice also provides a way for instructors to respond and indicate items to be removed or added.</p>
|
||||
<h2><a name="TOC_Notice_Content"></a>Notice Content</h2>
|
||||
<p>The notice reports all or selected active courses for a branch. (The report content is the same as the Circulation report <b>Reserves Statistics by Course</b>.) Both the report and the notice deal with active courses only, and contain circulation statistics for reserve items with a reserve status of On Reserve or Permanent Reserve. (They do not include reserve item records with a status of Not Reserved.) If an item is on reserve for more than one course, the statistics shown in the report are for the selected course only.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Polaris recommends that you allow the Course Reserve status to remain Active for a time after the end of the semester to allow reporting and notification from the staff client and the instructor’s PAC patron account.  </p>
|
||||
<p>Detailed content of the notice and report includes the following information:</p>
|
||||
<ul type="disc">
|
||||
<li>List of items on reserve for each course</li>
|
||||
<li>Course name (primary sort), including course number if available</li>
|
||||
<li>Reserve Start and End date</li>
|
||||
<li>Author (secondary sort). If there are multiple authors, only the first is included. If no author is listed, the entry is placed at the end of the report.</li>
|
||||
<li>Title (tertiary sort)</li>
|
||||
<li>Call number, including Volume and Copy if any</li>
|
||||
<li>Barcode</li>
|
||||
<li>Item material type (labeled <b>Format</b> in the report)</li>
|
||||
<li>Owner - Instructor copy or Library copy</li>
|
||||
<li>Circulation (sum of all check-outs and renewals) per title</li>
|
||||
<li>Patrons - Total number of  unique patrons transacting per title</li>
|
||||
<li>Total number of items on reserve per course</li>
|
||||
<li>Grand total check outs for all titles per course</li>
|
||||
</ul>
|
||||
<p>Email notices include the following additional elements:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Subject</span> - <b>Course Reserve Summary</b>. This text can be edited in Polaris Language Editor (WebAdmin).</li>
|
||||
<li><span class="FM_BulletHead">Reply-to address </span>- Can be specified for each branch in the Polaris Language Editor (WebAdmin). If none is specified, the notice uses the default reply-to address set in Polaris Administration (<b>Notification options</b> parameter; see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set up notification methods, e-mail options, and export location</span></a>).</li>
|
||||
<li><span class="FM_BulletHead">Footer</span> - Text as defined in Polaris Administration (<b>Notification options</b> parameter; see <a href="../../Patron_Services_Admin/PDPnotices/Set_up_notification_methods_e-mail_options_and_export_location.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Set up notification methods, e-mail options, and export location</span></a>).</li>
|
||||
<li><span class="FM_BulletHead">Default message</span> - <b>Attached are your current course reserve statistics. Please note any additions or deletions and return this notice to the library. </b>The text can be customized in Polaris Language Editor.</li>
|
||||
</ul>
|
||||
<p>Printed notices include the following additional elements:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Header</span> - <b>Course Reserve Summary</b>. This text can be edited in Polaris Language Editor (WebAdmin).</li>
|
||||
<li><span class="FM_BulletHead">Default message</span> -  <b>Attached are your current course reserve statistics. Please note any additions or deletions and return this notice to the library.</b> The text can be customized in Polaris Language Editor (WebAdmin).</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Polaris Language Editor (WebAdmin) is available on your library’s Web server. You must have the system-level System Administration permission <b>WebAdmin access: Allow</b> to use this application. For more information about using the Polaris Language Editor, see online Help for the application.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Send_course_reserve_notices.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Send Course Reserve Notices</span></a>
|
||||
</li>
|
||||
<li><a href="Viewing_course_reserve_statistics_from_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Viewing course reserve statistics from the PAC </span></a>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm">Open topic with navigation</a>
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<h1><a name="XREF_91949_Setting_Up_Course"></a>Setting Up Course Reserve Records</h1>
|
||||
<p><a name="kanchor5202"></a><a name="IX_overview_44"></a>Course reserve records store course, term, and instructor information, and maintain links to the items that have been placed on reserve for the course. The course reserve record is also linked to a patron record that contains information about the instructor.</p>
|
||||
<p>When you create a new course reserve record, you can select the course name, course number, and section number from options set in Polaris Administration, or you can select a course from a list of existing courses. If the appropriate course information is not available for selection, you can type the information. The new information is then added to the new course reserve record and to the Polaris Administration tables, so it is available for selection in other course reserve records for your branch. However, options for the term/year, school/division, and department must be set up in Polaris Administration. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fine receipt options</span></a>.</MadCap:conditionalText></p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The default values and available options in the Course Reserve workform are set in Polaris Administration. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"><a href="../../Patron_Services_Admin/PDPreceipts/Set_fine_receipt_options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set fine receipt options</span></a>.</MadCap:conditionalText></p>
|
||||
<h2><a name="TOC_Finding_Existing_Course"></a><a name="XREF_84306_Finding_Existing"></a>Finding Existing Course Reserve Records</h2>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Use <b>Limit by</b> options to focus your search, and <b>Sort by</b> options to sort the results list.</p>
|
||||
<p><a name="kanchor5203"></a><a name="IX_finding_2"></a>Select <b>Cataloging</b> (or <b>Patron Services</b>), <b>Course Reserve Records</b> to search for existing course reserve records with the Find Tool. You can search by the following access points:</p>
|
||||
<ul type="disc">
|
||||
<li>Course Name - If the course name begins with an article (A, An, The), you must include the article or use a wildcard character. If you are not sure, use the wildcard character.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>To find a course named The Middle Ages, you can type <b>the middle ages</b>, <b>*middle ages</b>, or <b>*middle</b>. If you type <b>middle ages</b>, the search does not find the course record.</p>
|
||||
<ul type="disc">
|
||||
<li>Course Name/Number</li>
|
||||
<li>Course Number/Section - Type just the course number, or type the course number and section number.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>There are two History 101 sections, section 01 and section 02. If you type <b>101</b>, the results list includes both sections (as well as any other courses numbered 101). If you type <b>101 02</b>, the results list includes only History 101 section 02 (as well as any other courses numbered 101 section 02).</p>
|
||||
<ul type="disc">
|
||||
<li>Course Abbreviation</li>
|
||||
<li>Alternate Name</li>
|
||||
<li>Instructor (Last, First) - Type the name Lastname, Firstname. Searches both primary and alternate instructors. The results are the course reserve records linked to the instructor’s patron record.</li>
|
||||
<li>School/Division</li>
|
||||
<li>Department</li>
|
||||
<li>Title - Searches bibliographic record titles for records linked to a course reserve record. The results are the course reserve records linked to bibliographic records with this title.</li>
|
||||
<li>Author - Searches bibliographic record authors for records linked to a course reserve record. The results are the course reserve records linked to bibliographic records with this author.</li>
|
||||
<li>Course Status</li>
|
||||
<li>Course Start Date</li>
|
||||
<li>Course End Date</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can right-click a course reserve record in the Find Tool results list, and select <b>Links</b> in the context menu to access linked item and instructor records.</p>
|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2022 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.3</span></div>
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<h1><a name="XREF_11140_Taking_Items_Off"></a>Taking Items Off Reserve</h1>
|
||||
<p><a name="kanchor1849"></a><a name="IX_taking_items_off_reserve"></a>You can take items off reserve in two ways. For items that frequently return to reserve, you may want to <span class="FM_Emphasis">deactivate</span> the item. When you deactivate an item from all courses, the primary item circulation settings are restored, but the reserve item record settings are stored for use when the item is placed on reserve again. The item record is still linked to the course reserve record, but the reserve status changes to Not Reserved. See <a href="Deactivate_a_reserve_item.htm#XREF_65321_Deactivate_a">Deactivate a reserve item</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>As long as the item is on reserve <span class="FM_Emphasis">for at least one course</span>, the reserve item circulation settings remain in effect.</p>
|
||||
<p>For items that are not expected to return to reserve, you may want to <span class="FM_Emphasis">remove</span> the items from reserve. When you remove an item from reserve, the primary item circulation settings are restored (if the item belongs to the library’s collection), and the reserve item settings are completely cleared. The link between the course reserve record and the item record is broken. See <a href="Remove_an_item_from_reserve.htm#XREF_52820_Remove_an_item">Remove an item from reserve</a>.</p>
|
||||
<p>When items are removed from reserve for all courses, you dispose of the physical item according to the settings in the reserve item record. If the item belongs to the library, it is either returned to the library’s circulating (non-reserve) collection, or discarded. If the item belongs to an instructor, it is either returned to the instructor, or discarded. If the <b>Auto-delete</b> option is set in the reserve item record, item and bibliographic records are automatically deleted when an item is taken off reserve to be discarded or returned to the owner.</p>
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<h1><a name="XREF_25387_Transfer_a_reserve"></a>Transfer a Reserve Item to a Different Course</h1>
|
||||
<p><a name="kanchor1397"></a><a name="IX_transferring_reserve"></a>The item’s circulation status must be In.To transfer an existing reserve item from one course to another:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Cataloging </b>(or <b>Patron Services</b>), <b>Course Reserve Records</b> to search for the course from which you want to transfer the item.</li>
|
||||
<li value="2">Select <b>View, Items</b> or click <img alt="NResItemViewIcon00104.gif" style="width: 27;height: 18;" id="image29" src="NResItemViewIcon00104_27x18.gif" class="imginline" /> to display the Items view.</li>
|
||||
<li value="3">In the Reserve items list, right-click the item you want to transfer, and select <b>Transfer</b> <b>to another Course Reserve</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Find Tool appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Search for and select the course reserve record to which you want to transfer the item.</li>
|
||||
</ol>
|
||||
<p class="indent2">The item is removed from the original course reserve record, and the record closes. The item is displayed in the Reserve items list in the current course reserve record.</p>
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<h1>Viewing course reserve statistics from the PAC </h1>
|
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<p> If the patron is a primary or alternate instructor for at least one Active course, he or she can log on to the patron account in Polaris PowerPAC and click the <b>Courses</b> option to see course reserve statistics for the Active courses linked to the instructor’s patron record. To receive a copy of the report by email, the instructor clicks <b>Send me this report</b> at the bottom of the page.</p>
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Reference in New Issue
Block a user