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Chapter 5. PATRON RESERVES

   

 

Creating Reserve Requests from a List

The Your Lists feature lets you create reserve requests for one or more titles from items saved to a list.

To create a hold request for a single title:

  1. Open the list containing the title for which you wish to submit a reserve request (see Viewing and Managing Lists (Authenticated Patron) for details).
  2. Click the Hold button for the desired title.
    • The Place Hold screen displays.
    • The screen shows:
      • the title, author, publisher and publication date of the title for which you are placing the reserve
      • the date the Reserve expires on
      • your Name, Barcode, Email address and Phone number (as applicable)

      NOTE: If your library has enabled the optional Block reserves if library does not own feature and your library does not own a copy of the title, the Place Hold screen shows the message “Patron: This title is not available at your library, reserve denied”. Click the Cancel button to return to the previous Brief Browse List or Full Record Display. You cannot place a reserve for this item.

      NOTE: For systems employing a patron database that is "shared" among multiple libraries, if reserves for the item are limited to those patrons whose Home Location is the same as the library holding the items, the Place Hold screen shows the message “Patron: This item is currently only available to patrons of the (library name).” Click the Cancel button to return to the previous Brief Browse List or Full Record Display. You cannot place a reserve for this item.

      NOTE: If the title you wish to borrow has been declared Lost or Missing, the Place Hold screen shows the message “Patron: Reserve Requests Are Not Allowed for Lost or Missing Items.” Click the Cancel button to return to the previous Brief Browse List or Full Record Display. You cannot place a reserve for this item.

  3. Select the library location from which you wish to pick up the item (when available) from the Pickup Location menu.
    • The Pickup Location menu lists all pickup locations defined for your library.

    NOTE: If your user account includes a Home Location affiliation, the correct pickup location for your account is selected by default.

    NOTE: For libraries with a single Pickup Location only, the Pickup Location menu is not shown.

  4. If you do not need the reserve until after a given date, click the Date Entry Calendar icon Date Entry Calendar icon in the Not Needed Before Date text box to enter the appropriate date (see Using the Date Entry Calendar for details).
  5. If desired, click the Date Entry Calendar icon Date Entry Calendar icon in the Cancel if Not Filled by text box to enter a cancellation date for the reserve (see Using the Date Entry Calendar for details).
  6. If desired, enter any additional information related to the reserve that you wish to provide to library staff in the Notes text box.
  7. Select the Reserve Any Items checkbox to place a “Title Level” reserve to be filled by any copy of the title, or select one or more Specific Item checkboxes to place an “Item Level” reserve to be filled by the specified item(s) only.

    NOTE: 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.

  8. When all desired information has been entered, click the Place Hold button to submit your reserve request. (Click the Cancel button to cancel the reserve and return to the Your Lists screen.)

    NOTE: If necessary, click the Clear button to clear the contents of the Place Hold screen, and re-enter the information.

    • The confirmation message “Reserve placed” displays briefly, and shows the Patron Name for whom the reserve was placed.
    • The system returns to the Your Lists screen.

NOTE: You can use the Your Items – Items on Hold feature in Your Account to view a list of your current reserves. You can also add or edit Reserve Notes, and delete reserves. See Viewing Your Items for details.

To create “batch” reserve requests for multiple titles:

NOTE: When placing “batch” reserve requests for multiple titles, reserves are placed at the “Title Level” by default.

  1. Open the list containing the titles for which you wish to submit reserve requests (see Viewing and Managing Lists (Authenticated Patron) for details).
  2. Use the checkboxes to select the titles for which you wish to submit reserve requests.
    • A checkmark checkmark indicates the record is selected.
    • An empty checkbox checkbox indicates the record is not selected.
    • Clicking a checkbox repeatedly will toggle it on and off.
    • Click the Select / Clear All link to select the checkboxes for all records in the list. (Click the Select / Clear All link again to clear the checkboxes for all records in the list.
  3. Click the Hold button at the top of the screen.

    NOTE: The Hold button is not active until one or more records are selected.

    • The Multiple Items on Hold screen displays.

Multiple Items on Hold Screen

Multiple Items on Hold Screen

  1. Select the library location from which you wish to pick up the item (when available) from the Pickup Location menu.
    • The Pickup Location menu lists all pickup locations defined for your library.
  2. If desired, click the Date Entry Calendar icon Date Entry Calendar icon next to the Cancel if Not Filled text box to enter a cancellation date for the reserve (see Using the Date Entry Calendar for details).
  3. When all desired information has been entered, click the Place Hold(s) button to submit your reserve requests. (Click the Cancel button to cancel the reserves and return to the Your Lists screen.)
    • A confirmation message displays, showing the total number of reserves placed, and the number of holds not allowed (if applicable).
  4. Click the OK button to close the confirmation message.
    • The system returns to the Your Lists screen, and the checkboxes for all records return to the unselected state.