Course Reserve Workflow
Add Course
Course Reserves → Courses → Add Course
Code: Course code (ex. MATH 244)
Name: Course name (ex. Linear Analysis)
Section: Course section (ex. 01) This is not a required field, but if different sections/instructors might have different reading lists, you will need a unique section for each so a good practice to always enter the section.
Processing Department: Select Access
Academic Department: Select appropriate college
Start Date: defaults to current date
End Date: !!!DON’T FORGET TO ENTER THIS!!! Make this the date when you want all of the items to show up on the “pick from shelf” list and no longer be published to Primo.
Instructor: Search for instructor(s) from patron list and select. Then click “add instructor.” If no specific instructor, can either leave that field blank. You CAN enter multiple instructors!
Save
Add Reading List
If you want personal copies to show up on the “Pickup from shelf” list when the course is over, you will have to set them up in a permanent location and then “move” them to a temporary location in order for the due back date to trigger this move. The home location for the reserves can be a non-circulating, suppressed location as it will be used to keep inactive items that have been sent back to the instructor. This way you won’t have to create the item again the next time it is used. (But you’ll probably want to purge ones that haven’t been checked out.)
Course Reserves → Reading Lists
Resource Information:
Item Information:
You should see the item in the reading list.
If you have multiple Copies of a Personal Item
Course Reserves → Reading Lists
On the Actions button, select “Work On”
Under the item you want to create a copy of, click on Items
On the Actions button, select Duplicate.
Assign Copy ID if desired.
Scan in barcode. DO THIS LAST because this will automatically save the item when you scan.
After you have all of the personal items created in the reading list, do the temporary move by using the Scan in Item funciton—just like you would do with Adding Library or Created Personal Items
As long as you are using section when creating course and appending the section to the reading list code, this should not be an issue.
Note: Permanent reserves are not associated with any course. They are just moved to a temporary location which you will need to configure and set up TOU for. When doing the temp move, you can set a Due Back date if you know when it will come off Permanent Reserve. Otherwise, you can leave the Due Back field blank.