If you have a large number of items that you need to place on reserve, and you have already created Title records for each item, you can retrieve the items and place them on reserve at the same time.
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 reserve a group of items
1 | Start the Place Items on Reserve process. |
The default location of this process is the
Horizon opens the Place Items on Reserve window:
2 | Do one of these options: |
• | Enter the item’s barcode in the Barcode field, then click OK. |
• | Scan the item’s barcode. |
Horizon displays the Edit Saved Item Variables window:
Note: If you set up session defaults, Horizon may automatically complete some fields. (For more information, see Setting Reserve Session Defaults.)
3 | Complete or update these fields: |
Field |
Action |
Item Type |
Enter the item type (ITYPE) 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 |
Enter the call number for this item. |
Copy Stmnt. |
Enter any comment about this copy. (For example, if this is one of three copies, enter “copy 3”.) |
Check In Note |
Enter a note for reserve staff who check in this item. |
4 | Save your changes. |
Horizon adds the item to a list of reserve items:
5 | If you want to edit the Item or Title record, do these steps: |
a | Highlight the item, then click Edit Item. |
(For instructions on editing the Item record, see Editing the Item Record While Placing an Item on Reserve.)
b | Highlight the item, then click Title Record. |
(For instructions, on editing a reserve title, see Using a Pick List Report.)
Important: At this point, you should review the Title record to verify that the withdraw cataloging action for any library-owned title is not set to “Discard Item” or “Discard Item and Bib.” (For more information, see Choosing a Withdrawal Cataloging Action.)
6 | Repeat steps 2 through 5 for each item that you want to place on reserve. |
7 | Click Close. |
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