Placing an Item on Reserve

You need to create an Item record for non library-owned items that you want to place on reserve. (For example, you may need to create an Item record for an instructor’s personal copy of A Tale of Two Cities.) The Item record includes a barcode and other identifying information that lets you circulate the item in Reserve Bookroom. When you create an Item record in the reserve location, Horizon automatically places the item on reserve.

Before you begin, make sure there is an active Title record for the item you want to place on reserve. (For instructions on changing the status, see Editing Reserve Information for a Title.)

To place an item on reserve

1 If you have not already done so, create a reserve Title record for the item. (For instructions, see Creating a Reserve Title Record.)

Horizon displays the Edit Reserve Title window:

2 Click Items.

There are currently no items for this title:

3 Click New.

Horizon displays the Edit Item Edit for RBR window:

Note: If you set up session defaults, Horizon may automatically complete some fields. (For more information, see Setting Reserve Session Defaults.)

4 Complete these fields:

Field

Action

Item Barcode

Enter or scan the barcode of the item.

Location

Enter the reserve location for this item, or click Codes to choose from a list.

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.

Copy Stmnt.

Enter any comment about this copy.

(For example, enter “Copy 3”.)

Notes

Enter any notes about the item.

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

6 Complete 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.)

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.

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

8 In the Call Type field, 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.)
9 Save your changes.

Horizon places the item on reserve.

10 If you need to place on reserve several copies of the same title, do these steps:
a From the Items For Title window, highlight the Item record that you want to copy.
b Choose File, Copy Record.

Horizon creates a new Item record.

c If necessary, change any fields. (For example, you can change the item barcode or copy statement.)
d Save your changes.

Horizon places the item on reserve.

 


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