A reserve session is the period of time you are logged in to the reserve location to create reserve records or place items on reserve. If you need to create a large group of reserve records with similar information, you can set session defaults instead of entering the same information for each record. (For example, you can set the location default to be the same for all Item records that you create during a session.)
You can start a new session by setting different defaults at any time while you are doing reserve tasks. (For example, if you need to place a large number of videos on reserve, you can change the default ITYPE for this session to “video”.) You can save your settings for future sessions, or you can restore the original default settings.
If you set session defaults, Horizon automatically supplies the default information in reserve records when you work with Instructor and Course records. (For more information, see About Setting Up Course and Instructor Records.) Horizon also supplies the default information when you create reserve Title records and place items on reserve. (For more information, see About Reserving Library-Owned Items and About Reserving Other Items.) If necessary, you can change the default information as you work with individual reserve records.
To set reserve session defaults
1 | If you have not already done so, switch to the reserve location. (For instructions, see Switching to a Reserve Location.) |
2 | Start the Set Defaults process. |
The default location of this process is the
Horizon opens the Session Defaults window:
Note: Session defaults are not required. You can set some session defaults and leave other fields blank.
3 | To set general defaults, complete or update these fields: |
Field |
Action |
Enter the number of items that you need to place on reserve for each title during this session. (For example, enter “2” if you typically place two copies of the same title on reserve.) |
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Enter the date that the items need to go on reserve. |
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Enter the date that the items need to be withdrawn from reserve. (After this date, Day End automatically changes the status of the item to “inactive.” For more information about this status, see Inactivating a Reserve Title.) Note: You must enter a withdrawal date if you plan to print instructor letters. (For more information, see Printing Instructor Letters.) |
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Enter the date that the items need to go back on reserve. (After this date, Day End automatically changes the status of the item to “active.” For more information about this status, see Using a Pick List Report or Editing Reserve Information for a Title.) |
4 | To set course and instructor defaults, complete or update these groups: |
Group |
Action |
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Do one of these options:
For more information, see Adding an Instructor to a Course. |
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Do one of these options:
(For more information, see Adding a Course to an Instructor.) |
5 | To set item defaults, complete or update these fields and options: |
Field |
Action |
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Enter the reserve location that you want these items to belong to, or click Codes to choose from a list. (This is helpful if you have more than one reserve location.) |
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Enter the item type (ITYPE) that you want items to be when you place them on reserve, or click Codes to choose from a list. (ITYPE determines the loan period for an item.) |
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Enter the collection that you want these items to belong to in the reserve location, or click Codes to choose from a list. |
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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.) |
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Choose one of these options:
(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, seeChoosing a Withdrawal Cataloging Action.) |
6 | Do one of these options: |
Save these default settings for this session only |
Make these default settings permanent |
Click OK. The original settings return when you start Horizon again. |
These settings remain in Horizon until you click Save Settings again. |
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