-

CIRCULATION

Chapter 6. WORKING WITH RESERVES

 

 

< PREVIOUS Chapter 6 Overview

CONTENTS INDEX

NEXT > Chapter 6 Working with “Soft” Reserves

---

Placing Reserves from the Search Interface

You can place a reserve for one or more selected patrons through the VERSO Search interface. The Place Hold function can be accessed from a Brief Browse List or Full Record Display.

To place a hold using the “Place Hold” function:

1. Locate the title for which you wish to place a hold (see the Search User Guide for details).
2. Click the Hold icon for the desired title from a Brief Browse List, or, click the Place Hold button from the Full Record Display for the title.
   • The Select a Patron screen displays.

3. Locate the patron for whom you wish to place a hold.

   NOTE: To place the reserve for the currently active patron in the Circulation module, click the Current Patron button, and proceed to step 5 (the Current Patron button is available ONLY when a patron is currently active in the Circulation module).

   • If desired, limit your patron search to a specific patron group by selecting the desired group from the User’s Group menu.
     • Select All User Groups to display users for all user groups.
     • Select the desired user group to display users for the associated group only.
   • Enter the desired search criteria in the Search Patron text box, then select the desired search index from the (Select an index) menu. To view a list of all users associated with the currently specified User’s Group, leave the Search Patron text box blank.
     • When entering a barcode, enter the complete barcode.

     NOTE: If your library has enabled searching by partial barcode (see the Circulation Administration User Guide for details), you may enter a complete or partial barcode.

     • When entering a patron name, you may enter a full name (last name, first name), or enter a complete or partial last name.

   • When entering a search term for any other selected index, you may enter a complete or partial term.

4. Click the Submit button.
   • If you entered a patron’s name, and an exact match to your search term is not located, the patron list displays, with the patron name that most closely matches your search term shown as the first entry in the list. Use the < Previous and Next > links to scroll the list forwards and backwards from this point. Click the desired patron to display the Reserve a Title for Patron screen.

• The message “Added: patron name)” shows briefly at the top of the screen.

• If you enter a patron’s name, and an exact match to your search term is located, the patron list displays, with the first occurrence of the patron name shown as the first entry in the list. Use the < Previous and Next > links to scroll the list forwards and backwards from this point. Click the desired patron to display the Reserve a Title for Patron screen.
  • The message “Added: patron name)” shows briefly at the top of the screen.
• If you enter a patron’s barcode, and an exact match to your search term is located, the Reserve a Title for Patron screen displays, and the message “Added: patron name)” shows briefly at the top of the screen.

5. Repeat steps 3 and 4, as desired, to place holds for the title for additional patrons.
6. The Reserve a Title for Patron screen provides the following information:
   • The title and author of the item being placed on reserve, and the date the Reserve expires on.
   • The name, barcode and telephone number of the patron for whom the reserve is being placed,.
   • A listing of all copies of the title owned by your library is shown at the bottom of the screen. Each line in the listing shows library Location of all copies of the item, the Call Number and Barcode of each item listed, and the current Status of the item.
   • If a patron’s reserve limit (established through the Circulation Administration module) has been reached, the message “Reserve Limit Reached” displays at the top of the screen, along with the established reserve Limit and the Current Reserves count for the patron.

     NOTE: If one or more patrons on the Reserve a Title for Patron screen have reached their reserve limit, the Place Hold(s) button is inactive. ALL patrons that have reached their reserve limit must be removed from the Reserve a Title for Patron screen before reserves can be placed for the remaining patrons.

   • Click the Remove Patron button for a patron to remove the patron from the screen, or, click the Cancel button to cancel the reserve for all patrons and return to the previous Brief Browse List or Full Record Display.

   • If a patron is blocked from placing a reserve due to checkout limits (established through the Circulation Administration module), the message “Reserve Request is not allowed due to circulation rules.” displays at the top of the screen. A reserve will not be placed for the patron.
     • If desired, click the Remove Patron button for the patron to remove the patron from the screen, or, click the Cancel button to cancel the reserve for all patrons and return to the previous Brief Browse List or Full Record Display.
7. Select the desired pickup location for the item from the Pickup Location menu.
8. If the reserve is not needed by the patron until after a given date, click the Date Entry Calendar icon next to the Not Needed Before Date text box to enter the appropriate date (see the System Basics User Guide for details).
9. If desired, click the Date Entry Calendar icon next to the Cancel if Not Filled by text box to enter an expiration date for the reserve (see the System Basics User Guide for details).
10. Select the Reserve Any Item checkbox to place a “Title Level” reserve to be filled by any copy of the title, or select a Specific Item checkbox to place an “Item Level” reserve to be filled by the specified item only.

    NOTE: “Item Level” reserve functionality is enabled through the Circulation Administration module (see the Circulation Administration User Guide for more information). If your library has not enabled “Item Level” reserve functionality, the Specific Item checkboxes are not available, and the reserve is placed at the “Title Level” by default.

11. Click the Place Hold(s) button on the Reserve a Title for Patron screen.
    • The message “Holds placed for these patrons” displays briefly to confirm the reserve, the Reserve a Title for Patron screen closes automatically, and the system returns to the previous Brief Browse List or Full Record Display.

To place a hold using the ‘Hold(s) in Queue’ function:

1. Access the Full Record Display for title for which you wish to place a hold (see the Search User Guide for details).
2. Click the (#) Hold(s) in Queue link in the left pane of the Full Record Display.
   • The View Reserves screen for the title displays.

• From the View Reserves screen, you may select to change the reserve sequence; add patrons to the reserve list for the title; add, edit or delete Staff Notes for a reserve; or remove reserves for the title (see The View Reserves Screen for details).

 

 

---

< PREVIOUS Chapter 6 Overview

CONTENTS INDEX

NEXT > Chapter 6 Working with “Soft” Reserves