You should also set up or change the withdrawal cataloging action to make sure that Horizon correctly processes the reserve Item and Title records when you withdraw an item. (For example, you may want to set up Horizon to archive both the Title and Item record, or you may choose to discard an Item record that you no longer use.)
You may have set up withdrawal cataloging actions at the time you placed the item on reserve. (For instructions, see Editing the Item Record While Placing an Item on Reserve or Placing an Item on Reserve.)
To choose a withdrawal cataloging action
1 | Search for the instructor or course linked to the item that you plan to withdraw. |
2 | Highlight the course or instructor linked to the title that you want. |
3 | Highlight the title that you want. |
4 | Click Edit. |
Horizon displays the Edit Reserve Title window.
5 | Click Items. |
Horizon lists all of the copies (items) for this title:
6 | Highlight the item that you want to edit. |
Important: Make sure the item that you highlight is located in the reserve library; otherwise, you may inadvertently edit an item that belongs to another location.
7 | Click Edit. |
Horizon displays the Edit Item Edit for RBR window:
8 | Mark one of these options: |
Field |
Action |
Important: You should mark this option for all library-owned items that you plan to return to another location, such as “main”. |
|
If you want to delete the Item record from Reserve Bookroom and Horizon when you withdraw this item, mark this option. Important: Do not mark this option for a library-owned item. This will delete the Item record from Horizon when you withdraw the item. (For more information, see Withdrawing an Item from Reserve.) |
|
If you want to delete both the Item and Title records from Reserve Bookroom and Horizon when you withdraw this item, mark this option. Important: Do not mark this option for a library-owned item. This will delete the Item or Title record from Horizon when you withdraw the item. (For more information, see Withdrawing an Item from Reserve.) |
|
If you want to archive the Item record in Reserve Bookroom when you withdraw this item, mark this option. You should choose this option for a non-library-owned item if you plan to place the item on reserve again at a future time. You can also use this option if you want to archive a non-library-owned item, but there are other Item records attached to the item’s Title record. Important: Do not mark this option for a library-owned item if you plan to return the item to the owning location. Archiving an item removes the Item record from your library catalog and stores it in Reserve Bookroom. You can archive a library-owned item if you want to remove the item from searching and put it in storage. If you archive a library-owned item, you can restore the item in the main catalog by unarchiving the item. (For instructions, see Unarchiving an Item Record.) |
|
If you want to archive both the Item and Title records in Reserve Bookroom when you withdraw this item, mark this option. You should choose this option for a non-library-owned item if you plan to place the item on reserve again at a future time and there is only one Item record attached to the title. You cannot use this option if more than one item is attached to the Bib record, regardless of the item’s location. (For example, there may be one copy in the reserve location and a second copy in the main location.) You must archive each Item record for the title before you can archive the Title record. Important: Do not mark this option for a library-owned item if you plan to immediately return the item to the owning location. Archiving an Item and Bib removes both the Item and Title records from your library catalog and stores them in Reserve Bookroom. You can archive a library-owned item if you want to remove the item from searching and put it in storage. If you archive a library-owned item, you can restore the item in the main catalog by unarchiving the item. (For instructions, see Unarchiving an Item Record.) |
9 | Save your changes. |
© 1998-2017 Sirsi Corporation