Academic Reserves > Create Reserve Wizard

Create Reserve Wizard

The Create Reserve wizard is used to create a reserve control record.

Before you can circulate a copy from the Reserve Desk, that copy’s call number must be linked to a reserve record. After you establish the reserve parameters, you can create reserve control records and their linked individual instructor/course reserve records.

Creating reserve control records provide location and circulation information about the call number, as well as links it to the copies needed for reserve. Creating individual instructor/course records provide information about the instructor and course that need the reserve copies. Each individual instructor/course reserve record must be linked with a reserve control record.

Both the reserve control record and individual instructor/course reserve records contain information that influences the status of the reserve copies. These copy status values can be changed during the process of placing and removing reserves. However, before creating reserve records, you must identify copies needed at the Reserve Desk. Once it is determined which copies are needed at the desk, reserve control records and individual instructor/course records can be created for these copies.

If an instructor needs copies to be placed on reserve, the instructor must request that the library find the copies and create reserve records. Information about needed copies can be sent to the library in an email or as a printed list. An instructor may also decide to put a personal copy of an item on reserve.

Once you create the reserve control record, SirsiDynix Symphony circulates the item according to the reserve settings you selected. The reserve information can be modified later, if necessary.

To create a reserve control record

Click the Create Reserve wizard.

If the Review Settings Each Session check box is selected, you can set Session Preferences.

In the Item ID box, identify the item to be put on reserve by scanning in the item or using the Item Search helper.

Click Get Reserve Information.

On the Basic Information tab, complete the basic item and reserve information. For more information on the fields used in the Basic Information tab, go to Basic Information Tab: Reserves.

On the Individual Reserve tab, complete information about the individual reserve you are creating. For more information on the fields used in this tab, go to Individual Reserve Tab.

On the Copies tab, do one of the following. For more information on the fields used in this tab, go to Copies Tab.

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If you want a new status for selected copies, click the New Status for all copies field on the selected copy to display a drop-down list, and then select the new status.

Click Create.

After successfully creating a reserve control record, click one of the following options:

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Modify to change reserve records associated with the current reserve control information

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Another to create another reserve control record

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Close to exit the wizard

Important Considerations When Using this Wizard

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If the Current item record displays, the last record displayed, modified, or added is retained. Click this button to select this record.

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If a Reserve Desk has not yet been selected in your WorkFlows session, a message displays to select a Reserve Desk. Click OK to close the message. The Session Settings window appears. Specify the Reserve Desk you want to use for the Academic Reserves wizards.

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If you entered the item ID manually, click Get Reserve Information to display item information. If the item has any exceptions, a status alert may display.

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You cannot create a reserve on an item that has active bookings. Active bookings for the item must be removed before placing the item under reserve control.