Circulation Menu  > Reserve an Item

Overview: This form allows you to enter Reservations for Patrons. Only general reservations can be made using this screen. Booked Reservations must use the apporpriate form. After the Reservations have bee entered, the Reset link should be selected to clear the screen. You can also enter reservations by using the Issues/Returns form, and changing the Mode to Reservations.

The process flow for this form, is to enter the Patron's code. Then in turn, enter the BRN or the Accession number for each Item that is to be reserved. If the Item is a Serial, ensure that you also enter the appropriate copy number. You add Copy numbers by leaving either a space of a "/" between the BRN and the Copy number. For example, 12234/2 or 12234 2 reads as a BRN of 12234 and a copy number of 2.

After a Patrons reservations have been entered, either "Quit" the program, or click on the "Reset" link.

Barcode/Code: This field is able to accept a patron’s code (eg. SMITHJA), a patron’s barcode (eg. 1234567890), an item’s BRN (eg. 021353BML) or an item’s BRN and copy number (eg. 021353BML/001). If a user does not have the specific information to enter the required code, the search facilities at the top of the screen will enable the user to find the specific patron/item (Find Patron, Find Item). This search can be restricted by making a selection from the drop-down menu options of Returns Only, Issues Only or Reservations. The default setting of All searches patron and item details for the code that has been entered. From this screen, there is a link to add a patron on-the-fly (once the patron has been added, the patron details and Reservations will re-appear).

Find Patron: Clicking the Find Patron link will pop-up another window where a user is able to enter the full or part surname for the patron they wish to find (eg. can type Smith or Smi). Based on the text entered, a list of results that begin with the entered text eg. smi may begin with Smids and end with Smithson, whereas Smith may begin with Smith and end with Smithson. Once the desired patron has been found, click on the name and hit the Select button.

Find Item: Uses the OPAC search facility, click find item and an All Fields Search box will appear for the user to enter text. Once the required item has been found, click Select to register the Accession Number on the previous screen.

Add Patron: This option is a direct link to Add Patron (from the Circulation > Patron Details) and will return you to the Borrow/Return screen.

Add Barcode: if a book does not possess a barcode, a barcode can be attached from this screen.

Reset: This function clears all data from the Reservations screen. It should be selected after you have completed entering Reservations for a particular Patron.

Mode: On this form, the mode is locked. No other option is provided.


Related Topics:
- Booked Reservations

- Controls > Circulation Controls > Control Parameters