Place Uncataloged Material on Reserve

You may need to place an item on reserve that is not cataloged in the Polaris database, such as material supplied by an instructor. When you place an uncataloged item on reserve, you create minimal level item and bibliographic records on-the-fly, according to an on-the-fly item record template you set up in advance.

To place uncataloged material on reserve:

Important:
You need an item record template named Reserve on the fly to create reserve items on the fly for uncataloged materials. Do step 1 of the procedure below to create the template.

  1. (One time only.) Create the Reserve on the fly item template by following these steps:
    1. Select File > New from the Polaris Shortcut Bar to display the New dialog box.
    2. Select Item Template from the Objects list, and click OK. The Item Template workform appears.
    3. Type Reserve on the fly in the Name box.

Important:
Type the name Reserve on the fly exactly as it appears here.

  1. Select your branch (not yourself) in the Template owner box.
  2. Set circulation, location, and request parameters as you would for a normal item.
  3. Select File > Save to save the template.
  1. Select Cataloging (or Patron Services), Course Reserve Records to search for the course reserve record with the Find Tool, and open the record from the results list.
  2. Select View, Reserve Items or click NResItemViewIcon00103.gif to display the Items view.
  3. Select the Create Item icon above the Reserve items list.

The Brief Item Entry dialog box appears.

  1. Specify the following information on the Brief Item Entry dialog box:
    • Item barcode
    • Title
    • Author (optional)
    • Call number
    • Any free text block, if appropriate
    • Circulation settings (Material Code, Fine Period, Loan Period, Collection)
    • Set OTF Block - Leave this box unchecked. Typically, when a previously uncataloged OTF item is checked in, a block message notifies you that it requires full cataloging. You can override the block to check in the item and allow it to circulate. However, you will be blocked at circulation until the item is fully cataloged, or you save the item record and choose to stop blocking the item. For reserve items, the OTF block is disabled by default (the Set OTF Block option is not checked) for your convenience.
  1. Click OK.

The temporary bibliographic and item records are created, and the Add to Course Reserve dialog box is displayed.

  1. If you want to use a reserve item template to set values for the new reserve item, follow these steps:
    1. Click Find Template in the Reserve Circulation area of the dialog box.

The Find Tool appears.

  1. Search for and select a reserve item template.

Note:
For more information about reserve item templates, see Create a reserve item template.

  1. Edit the reserve circulation settings for the item, if necessary.
  2. Select the Disposition tab in the Add to Course Reserve dialog box to edit disposition settings.
  3. Click OK.

The Add to Course Reserve dialog box closes. The Reserve items list in the Course Reserve workform displays the linked item, and the status bar indicates that the link has been created.