Editing the Item Record While Placing an Item on Reserve

If you need to, you can change information in the item record for an item that you are in the process of placing on reserve. (For example, you may need to give the item a temporary barcode while it is in the reserve location, or you may need to change the withdrawal instructions.)

To edit the Item record while placing an item on reserve

1 Place the item on reserve. (For instructions, see Placing an Item on Reserve.)
2 At the Place Items on Reserve window, click Edit Item.

Horizon displays the Edit Place Items on Reserve window:

3 Complete or update these fields:

Field

Action

Item Barcode

Enter or edit the barcode of the item.

Item Type

Enter the item type (ITYPE) that you want to use for this item in the reserve location, or click Codes to choose from a list.

Collection

Enter the collection that you want this item to belong to in the reserve location, or click Codes to choose from a list.

Call No.

Enter the call number for this item.

Call Type

Enter the type or call number for this item, or click Codes to choose from a list.

(For example, the item may have a Dewey call number.)

Copy Stmnt.

Enter any comment about this copy.

(For example, if this is one of three copies, enter “copy 3”.)

Notes

Enter any notes about the item.

4 Click Page Down or resize the window to display these fields:

5 Complete or update these fields and options:

Field

Action

On Withdr

Choose one of these options:

None. If you want to keep both the Title and Item records in Reserve Bookroom when you withdraw these items, mark this option.
Discard Item. If you want to delete the Item record from Reserve Bookroom and Horizon when you withdraw these items, mark this option.
Discard Item and Bib. If you want to delete both the Item and Title records from Reserve Bookroom and Horizon when you withdraw these items, mark this option.
Archive Item. If you want to archive the Item record in Reserve Bookroom when you withdraw these items, mark this option.
Archive Item and Bib. If you want to archive both the Item and Title records in Reserve Bookroom when you withdraw these items, mark this option.

If more than one item is linked to the title, you cannot archive the Title record.

Important: If you are working with library-owned items, do not mark the “Discard Item” or “Discard Item and Bib” options; otherwise, when you withdraw library-owned items, Horizon deletes the Item or Title records from your system. (For more information, see Choosing a Withdrawal Cataloging Action.)

Withdr Instr

Click Codes and choose the withdrawal instruction that you want to use for these items, or to create new instructions.

(For more information, see Setting Up Withdrawal Instructions.)

Check In Note

Enter a note for reserve staff who check in this item.

6 Save your changes.

 


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