Create a Reserve Item Template

Templates can simplify the creation of new reserve item records.

Note:
You need a special Reserve on the fly template for creating reserve item records for temporary or instructor-owned materials. See Place uncataloged material on reserve.

Tip: pbut_new00105.gif
Click to display the New dialog box, or press CTRL+N.

To create a reserve item template:

  1. Select File > New from the Polaris Shortcut Bar. The New dialog box appears.
  2. Select Reserve Item Template in the Objects list, and click OK. The template workform appears.
  3. Fill in the workform, as necessary. See Reserve Item Records.

Note:
Start Date and End Date values are optional. You might specify values in these fields if the reserve period for items that use this template is different from the start and end dates for a course. If you leave these values blank in both the template and the reserve item record, the course start date and end date define the reserve period for the item. In any case, you can edit the dates in the reserve item record. The reserve period for an item can be different for each course to which it is linked.

  1. Select File > Save to save the template.

The status bar indicates that the template was saved successfully.

Note:
You can use the Find Tool to search for and open an existing template. Select Cataloging > Templates, Reserve item.

Related Information

Permanent Reserve templates - If you have many items on permanent reserve, you may find it useful to create a separate template for these items. Specify any preferred settings in the template, and set the status to Permanent Reserve.