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CIRCULATION

Chapter 6. WORKING WITH RESERVES

 

 

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Moving Reserves

The Move Reserves function lets you move one or more selected reserves from one title to another by selecting the title you wish to move reserves from, and the title you wish to move reserves to.

To move reserves:

NOTE: BE SURE to select the reserves to move in the proper order. Select the title you wish to move reserves from first, and the title you wish to move reserves to second.

1. From the Circulation menu (see The Circulation Menu for details), select Reserves – Move Reserves.
   • The Select for Move screen displays.

• The Select for Move screen shows a listing, in alphabetic order, of all titles for which reserves have been placed. Each line in the listing includes the Title, Call Number and Author of the associated title, and the # of Reserves (title level reserves / item level reserves) for the title.
• By default, the screen shows reserves for All Locations. To view reserves for a single pickup location, select the desired location from the Filter by menu.
• If desired, you can reconfigure, sort and filter list content (see the System Basics User Guide for details).

2. Click the Select for Move link for the title you wish to move reserves from, then click the Select for Move link for the title you wish to move reserves to.
   • The Select and Confirm Items screen displays.

• The Reserves will be moved FROM this title field shows the Title, Author and Call Number of the title from which reserves will be moved.
• The Reserves will be moved TO this title field shows the Title, Author and Call Number of the title to which reserves will be moved.
• Active reserves against the title from which reserves will be moved are listed at the bottom of the screen. Each line in the list shows a Reserve sequence number, the name of the Patron for whom the reserve was placed and Patron Barcode, the Pickup Branch for the reserve, and the date on which the reserve was placed (Date Reserved).
• BE SURE the correct titles are shown in the Reserves will be moved FROM this title and Reserves will be moved TO this title fields. If you wish to reselect the titles for the move transaction, click the Cancel button to return to the Select for Move screen.

3. Use the checkbox associated with each listed reserve to select the reserves you wish to move.
   • A checkmark indicates the associated reserve will be moved.
   • An empty checkbox indicates the associated reserve will not be moved.
   • Clicking a checkbox repeatedly will toggle it on and off.
   • Click the Select All link to select the checkboxes for all reserves.
   • Click the Clear All link to clear the checkboxes for all reserves.
4. When all desired reserves have been selected, click the Submit and Move button to complete the move transaction.
   • A confirmation dialog displays the message “Move of (number of reserves selected) reserves was completed.
5. Click the OK button on the confirmation dialog to close the dialog and return to the Select for Move screen.
6. Repeat steps 2 through 5 to move additional reserves.

 

 

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