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11.1. Creating a Booking Reservation
Last Updated 11/03/2023
How to Create a Booking Reservation
Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource. To reserve cataloged items, you may start from searching the catalog, if you do not know the booking item’s barcode.
1) Retrieve the patron’s record.
2) Select Other → Booking → Create Reservations. This takes you to the Reservations Screen.
3) For non-catalogued items, select Choose resource by Type, then search for your resource in the Search by resource type search box, or select one from the drop down list.
4) For catalogued items, select Choose resource by barcode and enter the barcode of a cataloged, bookable resource in the Search by resource barcode box.
5) Select the date and time for the reservation in I need this resource… area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.
6) Once a resource is selected, open the List Action Item menu and select Create Reservation. Fill in any remaining details in the pop up confirmation box, including specific start and end times and reservation location. Include any notes, and check the box to notify the patron by email if that is their preferred method.
9) Click Confirm Reservation to finish the booking.
To create a reservation from a booking resource
You need to know the barcode of the patron when you create a reservation for him/her from a booking resource.
1) From the Booking menu, select Create Reservations
2) Choose a Bookable Resource Type and click Next or enter the barcode of a cataloged resource and click Next.
3) For non-cataloged resources, a screen showing the Bookable Resource Type and the items associated with the type will appear.
For cataloged resources, the title and item will appear.
4) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.
5) Select the date and time for the reservation in I need this resource… area. Click the date field. A calendar widget will be displayed for you to choose a date. Click the time field to choose time from the dropdown list.
If incorrect date and time is selected, the date/time boxes will appear in red. 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 created. There must be at least 15 minutes between the creation of the reservation and the start time of the reservation.
6) For non-cataloged resources, patrons may specify special feature(s), if any, of the resource. The With these attributes: allows you to do so. For example, if a patron is booking a laptop they can choose between PC and Mac and even choose a specific operating system if they need to. Click the dropdown arrow to select your option from the list.
7) Select the pickup location from the dropdown list.
8) If there are multiple copies of the resource and any item listed is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.
9) A message will confirm that the action succeeded. Click OK on the prompt.
10) The screen will refresh and the reservation will appear below the patron’s name at the bottom of the screen.
Search the catalog to create a reservation
If you would like to reserve a cataloged item but do not know the item barcode, you may start with a catalog search.
1) In the staff client, select Cataloging → Search the Catalog or keyboard shortcut F3 to search for the item you wish to reserve. You may search by any bibliographic information.
2) Click the title to display the record summary. In the Copy Summary, select Copy Details in Actions column.
3) The Copy Details will appear in a new row. In the barcode column, click the book now link.
4) A screen showing the title and barcodes of available copies will appear.
5) Enter the user’s barcode in the Reserve to patron barcode box. The user’s existing reservations, if any, will appear at the bottom of the screen.
6) Select the date and time in I need this resource… section. If the date and time set is incorrect the boxes appear in red. For example, if the time for which the reservation is set has already passed, the boxes will appear in red.
7) Select pickup location. If there are multiple copies and any of the listed items is acceptable, click Reserve Any. To choose a specific item, select it and then click Reserve Selected.
8) A message will confirm that the action succeeded. Click OK on the prompt.
9) The screen will refresh, and the reservation will appear below the user’s name.
Note: Reservations on cataloged items can be created on Item Status (F5) screen. Select the item, then Actions for Selected Items → Book Item Now.