Setting Reserve Session Defaults

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 Reserve Bookroom folder on the navigation bar.

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

# Required

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.)

Date on Res.

Enter the date that the items need to go on reserve.

Date to Withdraw

Enter the date that the items need to be withdrawn from reserve.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.)

Date to Reactivate

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

Add Instructor to Course Default

Do one of these options:

If you want the option to add some or all of the titles linked to an instructor when you add an instructor to a course, mark add all or selected title.
If you do not want to add any titles linked to an instructor when you add an instructor to course, mark add new titles.

For more information, see Adding an Instructor to a Course.

Add Course to Instructor Default

Do one of these options:

If you want the option to add some or all of the titles linked to a course when you add a course to an instructor, mark add all or selected title.
If you do not want to add any titles linked to a course when you add a course to an instructor, mark add new titles.

(For more information, see Adding a Course to an Instructor.)

5 To set item defaults, complete or update these fields and options:

Field

Action

Location

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.)

Item Type

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.)

Collection

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

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.)

Withdraw Catalog Action

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, 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.

Click Save Settings.

These settings remain in Horizon until you click Save Settings again.

 


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