FAQs: Creating Booking Information

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FAQs: Creating Booking Information

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How do I create recurrent bookings?

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How do I create a booking for multiple copies of a title with no fixed time slots?

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How do I create a booking for multiple copies of a title with fixed time slots?

How do I create recurrent bookings?

These instructions are for creating a recurrent booking or bookings. Recurrent bookings are those bookings that require repeated bookings over a time period. For example, if the patron would like to book something for a day in May, 2 days in June, and 3 in August it is possible to use recurrent bookings to create all the bookings at one time.

Click the Create Bookings wizard.

Identify the user who needs to book the item. If desired, use the User Search Helper to search for the user, and click Create Booking. The helper will automatically fill in the User ID box with the ID you select.

Identify the item that you wish to book. If desired, use the Item Search Helper to bring up a title or list of titles, select the correct item from the list, and click Retain for Booking. Then click Create Booking. If the item does not have a Media Desk associated with it, you will be given the opportunity to assign one.

Note: If the Booking Profile policy assigned to the item you are booking has Rotate Copies:Yes selected, then the copy that you select when creating a booking will not necessarily be the one that is booked. It is also important to note that in this situation the system assumes that all other copies belonging to this call number will be in the rotation (if the copies are bookable). Because of this behavior, it is recommended that all copies belonging to a call number have the Booking Profile policy Rotate Copies selection set with the same value.

If your Booking Criteria properties are set to Group Booking, you must also select a booking group in the Booking Group list in the Set Properties window. The Booking Group list contains values based on the Booking Profile policies.

If the booking profile associated with the item type of the copy uses fixed time slots, a Create Bookings: Enter Start Date window will display.

The wizard will display the Assign Patron Booking Period window. The Calendar tab appears for both single-type and group-type bookings. The Shipping tab appears for single bookings; the Requirements tab appears for group bookings. Click each tab and make the following selections

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On the Calendar Tab, select the Start and End Days and Times for your booking. If using fixed time slots, this will be a Time Slot tab, from which the time for the booking should be selected from a drop down list.

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On the Shipping Tab (this tab appears if the Booking Profile is shippable), choose the Shipping Schedule policies for delivery and return shipping.

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On the Requirements Tab, specify how many of each item is needed in the Quantity box. The Booking Profile for each item is defined in the booking group's Booking Profile policy. The Delivery Shipping Policy and Return Shipping Policy for each item is defined in the user's User Profile policy.

Click Create Booking

On the Booking Info Tab, information for the booking is displayed. Select a pickup library in the Pickup At box. If no pickup library is selected, the user’s library will be set as the pickup library by default. The pickup library option will not appear on a single–library system.

Click Create Booking

After the booking record has been created, select the Create Recurrent Bookings option.

Select the Start and End Date and Time for the first recurrence on the Calendar Tab, and click Add to List. The date selected will show as black text on the calendar. Continue to add recurrences as desired.

Click on the Recurrent Bookings Tab to review the list of recurrent bookings to be created. You may also remove a potential recurrent booking from the list using the Remove from List button.

Once the list has been reviewed, select Create Recurrent Bookings.

Select Create Another Booking or Close.

How do I create a booking for multiple copies of a title with no fixed time slots?

These instructions are for creating a booking with no fixed time slots for multiple copies of a call number or title. The booking period and pickup library are selected once, and apply to all copies booked.

In order for multiple copy booking to work, all copies belonging to a call number or title must have the same Booking Profile.

Click the Create Bookings wizard.

Identify the items that you wish to book. If desired, use the Item Search Helper to bring up a title. On the Call Number/Item tab highlight the title in the tree and click Retain for Booking to book all copies for the title. If you wish to book only those copies under a particular call number, highlight the call number in the tree and click Retain for Booking. The selected copies will show in italics. When the appropriate copies have been retained, click Create Booking.

Once you select an item, you will be brought to the Assign Patron Booking Period window. Click each tab and make the following selections

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On the Calendar Tab, select the Start and End Days and Times for your booking.

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On the Shipping Tab (this tab appears if the Booking Profile is shippable), choose the Shipping Schedule policies for delivery and return shipping.

Note: Selecting the Create Booking for the Next Copy button at the bottom of the window will cancel the creation of the booking for the current copy and begin creation of a booking for the next copy.

Click Create Booking. If the item does not have a Media Desk associated with it, you will be given the opportunity to assign one.

Click Create Booking

After the booking record for the first copy has been created, select the Create Booking for the Next Copy option. The copy number on the Create Bookings: Enter Booking Info screen will update, indicating that the booking has been created for the next copy.

Continue using the Create Booking for the Next Copy button for each additional copy. All copies booked have the same booking period and pickup library.

After the booking records have been created, select one of the following options:

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Add Extended Info to allow the addition of extended information to your booking record on the Extended Info tab

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Make More Changes to modify the record you just created

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Create Another Booking to create another booking for the same user

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Create Recurrent Bookings to create a booking of the same material at the same day and time for a specified period

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Close to exit the wizard.

How do I create a booking for multiple copies of a title with fixed time slots?

These instructions are for creating a booking with fixed time slots for multiple copies of a call number or title. The booking period and pickup library are selected once, and apply to all copies booked.

In order for multiple copy booking to work, all copies belonging to a call number or title must have the same Booking Profile.

Click the Create Bookings wizard.

The Create Bookings: Enter Start Date window will display. Enter a date or use the gadget to select the start date for the booking period. Click OK.

You will be brought to the Assign Patron Booking Period window. Click each tab and make the following selections

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On the Time Slot tab, select the correct time for your booking from the drop down list. These are defined in the Booking Profile policy.

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On the Shipping Tab (this tab appears if the Booking Profile is shippable), choose the Shipping Schedule policies for delivery and return shipping.

Note: Selecting the Create Booking for the Next Copy button at the bottom of the window will cancel the creation of the booking for the current copy and begin creation of a booking for the next copy.

Click Create Booking. If the item does not have a Media Desk associated with it, you will be given the opportunity to assign one.

Click Create Booking.

Continue using the Create Booking for the Next Copy button for each additional copy. All copies booked have the same booking period and pickup library.