Withdrawal instructions tell a staff member what to do with an item once he or she withdraws it from reserve. (For example, the message may instruct a staff member to return the item to the instructor who owns it or place the item on a shelving cart and return it to the main stacks.)
Before a reserve staff member withdraws a reserve item, you can choose the withdrawal instructions that you want for each reserve item. If necessary, you may need to create or edit withdrawal instructions. (For example, you can create withdrawal instructions that tell a staff member to recycle, or throw away an item.)
You may want to set up or choose the withdrawal instructions when you place an item on reserve. (For instructions, see Editing the Item Record While Placing an Item on Reserve or Placing an Item on Reserve.)
To set up withdrawal instructions
1 | Search for the course or instructor linked to the item that you want. |
2 | Click Titles. |
Horizon displays the Titles for Course or the Titles for Instructor window.
3 | Do one of these options: |
• | If Horizon displays the Titles for Instructor window, highlight the course that you want in the Courses field. |
• | If Horizon displays the Titles for Course window, highlight the instructor whom you want in the Instructors field. |
4 | Highlight the title that you want from the list of titles. |
5 | Click Edit. |
Horizon displays the Edit Reserve Title window.
6 | Click Items. |
Horizon displays a list of items for the title.
7 | Highlight the item that you want. |
8 | Click Edit. |
Horizon displays the Edit Item Edit for RBR window:
9 | Click Codes to the right of the Withdr Instr field. |
Horizon displays the Code Lookup window:
10 | Do one of these options: |
• | If you want to create new withdrawal instructions, click Add. |
• | If you want to edit existing withdrawal instructions, click Edit. |
Horizon displays the Edit RBR Withdrawal Instructions window:
11 | Complete or update these fields: |
Field |
Action |
Enter the code that you want to represent the withdrawal instructions. (For example, enter “RO”.) |
|
Enter the withdrawal instructions. (For example, enter “Return item to owner”.) |
12 | Save your changes. |
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