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. |
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. |
Enter the call number for this item. |
|
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 |
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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.) For more information, see Choosing a Withdrawal Cataloging Action. |
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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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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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