Staff Client Help v7.3 - v8.0
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/PDPcourse.fm" /><title>Add course schedule information for course reserves</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/Patron_Services_Admin/PDPcourse/Add_course_schedule_information_for_course_reserves.htm">Open topic with navigation</a>
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<h1>Add course schedule information for course reserves</h1>
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<p><a name="kanchor3047"></a><a name="IX_Course_Term_table"></a>You associate the schedule entries with a branch organization. To add course terms and dates to the Course Reserves: Course Term table:</p>
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<p class="NoteShade"><b>Important:<br /></b>Add appropriate course terms, years, start dates, and end dates to this table at regular intervals (for example, annually).</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Course terms</b>. The Course Terms table is displayed in the details view.</li>
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</ol>
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<p class="indent2">
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<img alt="CourseTermsTabl.gif" style="margin-bottom: 0.000pt;width: 409;height: 225;" id="image5" src="CourseTermsTabl_409x225.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="2">Click <img alt="btnInsert00533.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image6" src="btnInsert00533_28x27.gif" /> to display the Insert Course Terms dialog box.</li>
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<p class="indent2">
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<img alt="InsertTerm.gif" style="margin-bottom: 0.000pt;width: 269;height: 118;" id="image7" src="InsertTerm_269x118.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
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</ol>
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<p class="NoteShade"><b>Note: <br /></b>If the Course Terms policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
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<ol data-mc-continue="true">
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<li value="4">Type a term name (such as <b>Fall</b> or <b>Spring</b>) in the <b>Course Term</b> box.</li>
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<li value="5">Type a four-digit year (such as <b>2012</b>) in the <b>Term</b> <b>Year</b> box.</li>
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</ol>
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<p class="NoteShade"><b>Note:<br /></b>The <b>Course Term</b> and <b>Term Year</b> values together provide an option that a staff member can select when creating a course reserve record. For example, if you create an entry for <b>Fall 2012</b> in the Course Terms table, a staff member can choose this value to identify a course in a course reserve record.</p>
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<ol data-mc-continue="true">
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<li value="6">Set the course start date:</li>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<li value="1">Click the calendar icon on the <b>Course Start Date</b> box. The calendar appears.</li>
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</ol>
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<p class="indent2">
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<img alt="InsertTermDate.gif" style="margin-bottom: 0.000pt;width: 447;height: 254;" id="image8" src="InsertTermDate_447x254.gif" /> </p>
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<ol style="list-style-type: lower-alpha;" data-mc-continue="true">
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<li value="2">Click the month arrows until the month for the start date appears.</li>
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<li value="3">Click the date on which the course starts. The Start Date calendar closes.</li>
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</ol>
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<ol start="7">
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<li value="7">Set the course end date (must be after the course start date):</li>
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</ol>
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<ol style="list-style-type: lower-alpha;">
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<li value="1">Click the calendar icon on the <b>Course End Date</b> box. The calendar appears.</li>
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<li value="2">Click the month arrows until the month for the end date appears.</li>
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<li value="3">Click the date on which the course ends. The End Date calendar closes.</li>
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</ol>
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<ol start="8">
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<li value="8">Click <b>OK</b> in the dialog box. The Course Term table  is displayed with the new entry. The status bar indicates that the modification is pending.</li>
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<li value="9">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
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</ol>
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<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
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<ul type="disc">
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<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00534.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image9" src="ModIcon00534_28x27.gif" />.</li>
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<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00535.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image10" src="btnDelete00535_28x26.gif" />.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1>Add courses for course reserves</h1>
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<p><a name="kanchor4516"></a><a name="IX_adding_courses"></a><a name="kanchor4517"></a><a name="IX_Course_Names_table"></a>When you add courses, you associate each course entry with a branch organization, and specify more detailed identification information about each course. To add individual courses to the Course Names table:</p>
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<p class="NoteShade"><b>Tip:<br /></b>You can set up one or two “dummy” courses to accommodate special situations. For example, a library may put valuable or special items on permanent reserve behind the circulation desk. You might name the “course” for these items <b>CircDesk</b>. Although they are not reserved for an actual course, you can use course reserve functionality to control their circulation.</p>
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<ol>
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<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Course names</b>. The Course Names table is displayed in the details view.</li>
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</ol>
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<p class="indent2">
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<img alt="CourseNamesTabl.gif" style="margin-bottom: 0.000pt;width: 458;height: 262;" id="image0" src="CourseNamesTabl_458x262.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="2">Click <img alt="btnInsert.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image1" src="btnInsert_28x27.gif" /> to display the Insert Course Names dialog box.</li>
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</ol>
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<p class="indent2">
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<img alt="InsertCourse.gif" style="margin-bottom: 0.000pt;width: 269;height: 118;" id="image2" src="InsertCourse_269x118.gif" /> </p>
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<ol data-mc-continue="true">
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<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
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</ol>
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<p class="NoteShade"><b>Note: <br /></b>If the Course Names policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
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<p class="NoteShade"><b>Tip:<br /></b>Omit initial articles (A, An, The) from the course name. Unlike most searches in Polaris, if the course name begins with an article (A, An, The), you must include the article or use a wildcard character in the Polaris Find Tool search term.</p>
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<ol data-mc-continue="true">
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<li value="4">Type the appropriate values in the <b>Course Name</b>, <b>Course Number</b>,<b> Section Number</b>, and <b>Course Abbreviation</b> boxes.</li>
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</ol>
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<p class="indent2">The course number, section number, and course abbreviation are optional. Each value you specify will appear as a selectable option in the course reserve record workform. See the following examples:</p>
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<ul type="disc">
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<li>If a course is always identified by a unique name and number combination, you can set up the table entry so that selecting the course name in the course reserve record workform always provides the correct course number.</li>
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</ul>
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<p class="NoteShade"><b>Example:<br /></b>For a course listed as CIS631 Computer and Network Security, add one Course Name table entry with these values:<br /><b>Course Name: Computer and Network Security <br />Course Number: CIS631<br /></b>When the course reserve record is set up for this course, selecting the name provides the correct number in the course number field.</p>
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<ul type="disc">
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<li>If courses are listed with common names but unique numbers, you may want to add separate entries for each name/number combination.</li>
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</ul>
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<p class="NoteShade"><b>Example:<br /></b>Courses are listed as English 101, English 102, and English 103. Add three Course Name table entries with these values:<br /><span class="FM_Emphasis">(Entry 1)<br /></span><b>Course Name: English <br />Course Number: 101<br /></b><span class="FM_Emphasis">(Entry 2)<br /></span><b>Course Name: English <br />Course Number: 102<br /></b><span class="FM_Emphasis">(Entry 3)<br /></span><b>Course Name: English <br />Course Number: 103<br /></b>When the course reserve records are set up for these courses, the staff member selects the course name <b>English</b>, then selects the course number from the options <b>101</b>, <b>102</b>, or <b>103</b>.</p>
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<ul type="disc">
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<li>Alternatively, you can make the course number part of the name itself, and leave the number blank.</li>
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</ul>
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<p class="NoteShade"><b>Example:<br /></b>Courses are listed as English 101, English 102, and English 103. Add three Course Name table entries with these values:<br /><span class="FM_Emphasis">(Entry 1)<br /></span><b>Course Name: English 101<br />Course Number: </b>(leave blank)<br /><span class="FM_Emphasis">(Entry 2)<br /></span><b>Course Name: English 102 <br />Course Number: </b>(leave blank)<br /><span class="FM_Emphasis">(Entry 3)<br /></span><b>Course Name: English 103<br />Course Number: </b>(leave blank)<br />When the course reserve records are set up for these courses, the staff member selects the course name <b>English 101</b>, <b>English 102</b>, or <b>English 103.</b> There are no course numbers to select.</p>
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<ol start="5">
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<li value="5">Click <b>OK</b>. The Courses table list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
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<li value="6">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
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</ol>
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<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
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<ul type="disc">
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||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image3" src="ModIcon_28x27.gif" />.</li>
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<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image4" src="btnDelete_28x26.gif" />.</li>
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<li><span class="FM_BulletHead">Add table entries from a new course reserve record</span> - Course names, course numbers, section numbers, and course abbreviations can also be added to the Course Names table from the Course Reserve workform in the staff client, by entering the information in the Add New Course Information dialog box. The information is added to the Course Names table for the branch that owns the course reserve record, and to the Course Names table at the system level. For more information, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services/PPcourseres/Setting_Up_Course_Reserve_Records.htm">Setting Up Course Reserve Records</a>.</MadCap:conditionalText></li>
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<li><span class="FM_BulletHead">Specify the default search field for PAC course reserve searches</span> - See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Public_Access_Admin/PDOSearching/Specifying_Default_Search_Settings.htm">Specifying Default Search Settings</a>.</MadCap:conditionalText></li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1>Add departments for course reserves</h1>
|
||||
<p><a name="kanchor3694"></a><a name="IX_Departments_table"></a> You associate each department entry with a branch organization. To add academic departments to the Course Reserves: Departments table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: Departments</b>. The Departments table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseDeptsTabl.gif" style="margin-bottom: 0.000pt;width: 401;height: 219;" id="image11" src="CourseDeptsTabl_401x219.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00536.gif" style="margin-bottom: -6.000pt;width: 28;height: 27;" id="image12" src="btnInsert00536_28x27.gif" /> to display the Insert Departments dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertDept.gif" style="margin-bottom: 0.000pt;width: 269;height: 82;" id="image13" src="InsertDept_269x82.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the Course Departments policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name text in the <b>Department Name</b> box, and click <b>OK</b>. The <b>Department Name</b> list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File </b>><b> Save</b> to save your changes. The status bar indicates that the record is saved.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00537.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image14" src="ModIcon00537_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00538.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image15" src="btnDelete00538_28x26.gif" />.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Add schools/divisions for course reserves</h1>
|
||||
<p><a name="kanchor2305"></a><a name="IX_School_Divisions_table"></a> You associate each school or division entry with a branch organization.</p>
|
||||
<p>To add schools or divisions to the Course Reserves: School/Divisions table:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Policy Tables</b> folder for the organization, and select <b>Course Reserves: School/Divisions</b>. The School/Divisions table is displayed in the details view.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="CourseSchoolsTabl.gif" style="margin-bottom: 0.000pt;width: 401;height: 219;" id="image16" src="CourseSchoolsTabl_401x219.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <img alt="btnInsert00539.gif" style="width: 28;height: 18;" src="btnInsert00539_28x18.gif" class="imginline" /> to display the Insert School Divisions dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="InsertSchool.gif" style="margin-bottom: 0.000pt;width: 269;height: 82;" id="image18" src="InsertSchool_269x82.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the branch in the <b>Organization Name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If the School/Divisions policy table is opened at the branch level, only the branch name is displayed in the <b>Organization</b> list.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name text in the <b>School/Division Name</b> box, and click <b>OK</b>. The <b>School/Divisions</b> table list is displayed with the new entry. The status bar indicates that the modification is pending.</li>
|
||||
<li value="5">Select <b>File > Save</b>.</li>
|
||||
</ol>
|
||||
<h4>Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Modify a table entry</span> - Select the entry and click <img alt="ModIcon00540.gif" style="margin-bottom: -4.000pt;width: 28;height: 27;" id="image19" src="ModIcon00540_28x27.gif" />.</li>
|
||||
<li><span class="FM_BulletHead">Delete a table entry</span> - You can delete an entry only if it is not being used in a current course reserve record. Select the entry and click <img alt="btnDelete00541.gif" style="margin-bottom: -4.000pt;width: 28;height: 26;" id="image20" src="btnDelete00541_28x26.gif" />.</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1>Set default values for reserve items</h1>
|
||||
<p><a name="kanchor4896"></a><a name="IX_setting_parameters_for"></a>To set the default values for reserve item records:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Parameters folder for the organization.</li>
|
||||
<li value="2">Click the <b>Patron Services</b> tab in the details view.</li>
|
||||
<li value="3">Double-click <b>Course reserve options </b>to display the Course Reserve Options dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="dReservDefaults.gif" style="width: 178.040pt;height: 136.640pt;margin-bottom: 0.000pt;" id="image21" src="dReservDefaults.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the default assigned branch for reserve item records from the <b>Assigned branch</b> list.</li>
|
||||
<li value="5">To include default collection information in the reserve item record, select a collection in the <b>Assigned collection</b> list. The list includes all collections defined for the assigned branch.</li>
|
||||
<li value="6">To include default shelf location information in the reserve item record, select a location in the <b>Shelf location</b> list. The list includes all shelf locations defined for the assigned branch.</li>
|
||||
<li value="7">Select a default loan period in the <b>Loan period code</b> list.</li>
|
||||
<li value="8">Select a default fine code in the <b>Fine code</b> list.</li>
|
||||
<li value="9">Select a default renewal limit in the <b>Renewal limit</b> list. If you do not ordinarily allow renewals on reserve items, select <b>0</b>.</li>
|
||||
<li value="10">Select <b>Holdable</b> if hold requests are allowed on most reserve items.</li>
|
||||
<li value="11">Designate the default owner of reserve items:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>Select <b>Library</b> if most reserve items are drawn from the library’s collection.</li>
|
||||
<li>Select <b>Instructor</b> if instructors supply most reserve items.</li>
|
||||
</ul>
|
||||
<ol start="12">
|
||||
<li value="12">Select the default action to take when a reserve item is taken off reserve:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li><b>Discard</b> - Indicates that the item should be discarded when it is taken off reserve. You may wish to use this option if most of your reserve items are photocopies or temporary materials provided by the instructor.</li>
|
||||
<li><b>Return item to collection</b> - Indicates that the item should return to the library’s circulating (non-reserve) collection when it is taken off reserve. This option is available only if <b>Library</b> is the selected copy owner.</li>
|
||||
<li><b>Return to owner</b> - Indicates that an item should be returned to the instructor when it is taken off reserve. This option is available only if <b>Instructor</b> is the selected copy owner.</li>
|
||||
<li><b>Auto-delete</b> - Automatically deletes the item record (and the associated bibliographic record, if appropriate) when an item is taken off reserve. If most of your reserve items are instructor-owned, and you are therefore creating temporary item records for them when they are placed on reserve, you may wish to select this option. This option is available only if <b>Discard</b> or <b>Return to Owner</b> is selected.</li>
|
||||
</ul>
|
||||
<ol start="13">
|
||||
<li value="13">If most of your reserve items are photocopies, select a copyright compliance option:</li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<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 if your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Select <b>None</b> if most reserve items are not photocopies.</p>
|
||||
<ol start="14">
|
||||
<li value="14">Select <b>Library use only</b> if most reserve items should not be removed from the library.</li>
|
||||
<li value="15">Select <b>Requires full cataloging</b> if most reserve items need further cataloging. This option is available only if <b>Library</b> is the selected copy owner.</li>
|
||||
<li value="16">Select <b>Purchase</b> to indicate that the library may wish to purchase copies of most reserve items, if they are instructor-owned, or additional copies of library-owned items. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This option sets an indicator in the reserve item record. It does not initiate automatic purchase order functions.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="17">Select <b>Copyright fee required</b> if a copyright fee is required for most reserve items.</li>
|
||||
<li value="18">Click <b>OK</b>.</li>
|
||||
<li value="19">Select <b>File </b>><b> Save</b> to save any changes.</li>
|
||||
</ol>
|
||||
<h4 style="font-style: italic;font-weight: bold;">Related Information</h4>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Reserve collections</span> - Branches that deal with extensive course reserves may want to set up reserve collections. For more information about setting up collections, see <a href="../PDPreceipts/Setting_Up_eReceipts.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up eReceipts</span></a>.</li>
|
||||
<li><span class="FM_BulletHead">Limit the number of reserve items a patron can check out</span> - See <a href="../PDPblocks/Defining_Loan_and_Request_Limit_Blocks.htm#XREF_15218_Defining_Loan">Defining Loan and Request Limit Blocks</a>.</li>
|
||||
<li><span class="FM_BulletHead">Instructor information</span> - Information about instructors in course reserve records derives from linked patron records for the instructors. For more information, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../PDPreceipts/Setting_Up_eReceipts.htm#XREF_52556_Creating_Patron">Creating and Editing Patron Records</a>.</MadCap:conditionalText></li>
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<h1><a name="XREF_62840_Viewing"></a>Setting Course Reserve Options</h1>
|
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<p><a name="kanchor2174"></a><a name="IX_setting_up_options"></a>Course reserve options control the default settings for the reserve item “record,” which stores circulation, status, and disposition information about an item that has been placed on course reserve. The default values for the reserve item record can be different from those used in the equivalent (non-reserved) item record. For example, when an item is placed on reserve, the default loan period and fine code can be different from the values set for the same item when it is in the library’s circulating (non-reserve) collection.</p>
|
||||
<p>You set reserve item defaults with the Patron Services parameter <b>Course reserve options,</b> which you can access from the Administration Explorer or an organization workform. Course reserve options are available at the system, library, and branch levels. </p>
|
||||
<p>See also: <a href="Set_default_values_for_reserve_items.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set default values for reserve items</span></a></p>
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<h1><a name="XREF_40022_Setting"></a>Setting Course Reserve Tables</h1>
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<p><a name="kanchor759"></a><a name="IX_setting_up_tables"></a><a name="kanchor760"></a><a name="IX_overview_176"></a>Course Reserve policy tables control what options are available for fields in the Course Reserve record as follows:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Course Reserves: Course names </b>- Associates the organizations (branches) with the course numbers, section numbers, course names, and course abbreviations for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: Course terms</b> - Associates the organizations (branches) with the course terms, course start dates, and course end dates for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: Departments</b> - Associates the organizations (branches) with the academic departments for which the branches handle course reserves.</li>
|
||||
<li><b>Course Reserves: School/Divisions</b> - Associates the organizations (branches) with the academic schools or divisions for which the branches handle course reserves.</li>
|
||||
</ul>
|
||||
<p>You can add, change, or delete items from the course reserves tables at the system, library, or branch levels.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These System Administration permissions are required to work with Course Reserve tables: <b>Access administration: Allow</b>, <b>Access tables: Allow</b>, <b>Modify Reserve Tables: Allow</b>.</p>
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<h1><a name="XREF_60611_Setting"></a>Setting Up Course Reserves</h1>
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<p>Your Polaris system may include course reserve functions to serve an academic community. With these features, you can place materials on reserve for use in a class during a semester or term. Reserve materials can be drawn from the regular collection, instructors may bring in personal material to be placed on reserve, or the materials may be temporary items such as photocopies. Course reserve records store information about the courses for which items are placed on reserve.</p>
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<p>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 carries its own circulation parameters, which may be different from those in effect if an item is taken off reserve and returned to the circulating collection. Circulation statistics for reserve items are also kept separately. Staff and patrons can search for reserve materials from the staff client and the PAC. </p>
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<p>In Polaris Administration, you set up course reserve data tables that supply the options for fields such as course name, school, department, and term dates in the course reserve record. Additional course reserve parameters enable course reserve functions, and control the default settings for reserve item records.</p>
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<p class="NoteShade"><b>Note:<br /></b>Polaris course reserve functions are available by specific contract. If your Polaris installation does not include Polaris course reserves, the features described in this unit are not available.</p>
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<p>See also:</p>
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<li><a href="Setting_Course_Reserve_Tables.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Course Reserve Tables</span></a>
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<li><a href="Setting_Course_Reserve_Options.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Course Reserve Options</span></a>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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