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Only staff members can create reservations. To initiate a reservation, staff can
In the staff client, select →
Search for the item to be booked.
Click .
A list of results will appear. Select the title of the item to be reserved.
After clicking the title, the record summary appears. Beneath the record summary, the copy summary will appear. In the Actions column, select .
The Copy Details will appear in a new row. In the barcode column, click the book now link.
A screen showing the title and barcodes of available copies will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode does not exist, a pop up box will appear to alert you to the error. After entering the patron’s barcode, the user’s existing reservations will appear at the bottom of the screen.
To the right, a section titled, I need this resource... will allow you to set the dates and times for which the item should be reserved. If the date/time boxes appear in red, then the date and time set is incorrect. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be accomplished. If the item has already been reserved at the time for which you are trying to reserve the item, then you will receive an error message.
Finally, select the barcode of the item that you want to reserve. If multiple copies of the item exist, choose the barcode of the copy that you want to reserve, and click . If you do not select a barcode, and you click , you will receive an error message. If you do not have a preference, you do not have to select a barcode, and you may click . One of the barcodes will be pulled from the list.
An item must have a status of available or reshelving in order to be targeted for a reservation. If the item is in another status, the reservation will fail.
After you have made the reservation, a message will confirm that the action succeeded. Click .
The screen will refresh, and the reservation will appear below the user’s name.
Enter the barcode or patron information, and click to retrieve the patron’s record.
The match(es) should appear in the right pane. Click the desired patron’s name. In the left panel, a summary of the patron’s information will appear. Click the button in the right corner to access more options in the patron’s record.
Eight buttons will appear in the top right corner. Select → to create, cancel, pick up, and return reservations.
The Copy Details will appear in a new row. In the barcode column, click the book now link.
A screen showing the title and barcodes of available copies will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode does not exist, a pop up box will appear to alert you to the error. After entering the patron’s barcode, the user’s existing reservations will appear at the bottom of the screen.
To the right, a section titled, I need this resource... will allow you to set the dates and times for which the item should be reserved. If the date/time boxes appear in red, then the date and time set is incorrect. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be accomplished. If the item has already been reserved at the time for which you are trying to reserve the item, then you will receive an error message.
Finally, select the barcode of the item that you want to reserve. If multiple copies of the item exist, choose the barcode of the copy that you want to reserve, and click . If you do not select a barcode, and you click , you will receive an error message. If you do not have a preference, you do not have to select a barcode, and you may click . One of the barcodes will be pulled from the list.
An item must have a status of available or reshelving in order to be targeted for a reservation. If the item is in another status, the reservation will fail.
After you have made the reservation, a message will confirm that the action succeeded. Click .
The screen will refresh, and the reservation will appear below the user’s name.
Select →
Enter the barcode of the item and click .
A screen showing the name of the available resource will appear.
Enter the user’s barcode in the Reserve to patron barcode box. If the patron barcode does not exist, a pop up box will appear to alert you to the error. After entering the patron’s barcode, the user’s existing reservations will appear.
To the right, a section titled, I need this resource... will allow you to set the dates and times for which the item should be reserved. If the date/time boxes appear in red, then the date and time set is incorrect. For example, if the time for which the reservation is set has already passed, the boxes will appear in red. The times must be set correctly for the reservation to be accomplished. If the resource has already been reserved at the time for which you want to reserve the item, then the item will disappear.
Finally, select the resource that you want to reserve. If multiple items or rooms exist, choose the resource that you want to reserve, and click . If you do not select a resource, and you click , you will receive an error message. If you do not have a preference, you may click , and one of the resources will be pulled from the list.
After you have made the reservation, a message will confirm that the action succeeded. Click .
The screen will refresh, and the reservation will appear below the user’s name.