Set default values for reserve items

To set the default values for reserve item records:

In the Administration Explorer tree view, open the Parameters folder for the organization.
Click the Patron Services tab in the details view.
Double-click Course reserve options to display the Course Reserve Options dialog box.

Select the default assigned branch for reserve item records from the Assigned branch list.
To include default collection information in the reserve item record, select a collection in the Assigned collection list. The list includes all collections defined for the assigned branch.
To include default shelf location information in the reserve item record, select a location in the Shelf location list. The list includes all shelf locations defined for the assigned branch.
Select a default loan period in the Loan period code list.
Select a default fine code in the Fine code list.
Select a default renewal limit in the Renewal limit list. If you do not ordinarily allow renewals on reserve items, select 0.
Select Holdable if hold requests are allowed on most reserve items.
Designate the default owner of reserve items:

Select Library if most reserve items are drawn from the library’s collection.
Select Instructor if instructors supply most reserve items.

Discard - Indicates that the item should be discarded when it is taken off reserve. You may wish to use this option if most of your reserve items are photocopies or temporary materials provided by the instructor.
Return item to collection - Indicates that the item should return to the library’s circulating (non-reserve) collection when it is taken off reserve. This option is available only if Library is the selected copy owner.
Return to owner - Indicates that an item should be returned to the instructor when it is taken off reserve. This option is available only if Instructor is the selected copy owner.
Auto-delete - Automatically deletes the item record (and the associated bibliographic record, if appropriate) when an item is taken off reserve. If most of your reserve items are instructor-owned, and you are therefore creating temporary item records for them when they are placed on reserve, you may wish to select this option. This option is available only if Discard or Return to Owner is selected.

If most of your reserve items are photocopies, select a copyright compliance option:

CCG (compliance with copyright guidelines) - Use this option for photocopied journal articles if the article is dated within the last five years, and your library does not own the journal title, and this is the fifth or fewer request made for this item within the current calendar year.
CCL (compliance with copyright law) - Use this option for all other photocopies; for example, if the article is older than five years, or your library owns the journal title, or this is the sixth or greater request within the calendar year and if your library is paying royalties to the Copyright Clearance Center or a document delivery vendor.

Note:
Select None if most reserve items are not photocopies.

Select Library use only if most reserve items should not be removed from the library.
Select Requires full cataloging if most reserve items need further cataloging. This option is available only if Library is the selected copy owner.
Select Purchase to indicate that the library may wish to purchase copies of most reserve items, if they are instructor-owned, or additional copies of library-owned items.

Note:
This option sets an indicator in the reserve item record. It does not initiate automatic purchase order functions.

Select Copyright fee required if a copyright fee is required for most reserve items.
Click OK.
Select File > Save to save any changes.

Reserve collections - Branches that deal with extensive course reserves may want to set up reserve collections. For more information about setting up collections, see Setting Up eReceipts.
Limit the number of reserve items a patron can check out - See Defining Loan and Request Limit Blocks.
Instructor information - Information about instructors in course reserve records derives from linked patron records for the instructors. For more information, see Creating and Editing Patron Records.