How to | Make a Reservation – Astria #
Reservations can made in Astria via the Reservation popup utility. This pop up is enabled in multiple screens often via a right click context menu.
Locations of reserve utility #
- Search screen | Works Right click Context menu – Reserve Work (trap first incoming item)
- Search screen | Items Right click context menu – Reserve Item
- Search screen | Items Right click context menu – Reserve Item – Set aside (Trap item immediately)
- Return – Return results grid right click context menu – “Reserve this item”
- User Previous Loans | Right click over the work and select – ‘Reserve this work’
Reserve pop up #
Not all sections of the popup form are required to successfully make a reservation, and different inputs effect the type of reservation that is made.
The primary sections required to successfully make a reservation are:
- The user be inputted
- The collect at selected and
- The Reserve button clicked.
Specific Reservation popup sections and effects #
Material Specification
Only has content with Item Reserve
Title
The name of the title should be displayed here.
Bibliographic ID
The Bib Ref is displayed here.
Item barcode
This is displayed here if conducting an item specific reserve.
Item ID
The aurora reference number is displayed here when conducting an item specific reserve.
Library
Displays the home location of the item
Check boxes
- Item specific – Removing the tick from this checkbox will place the reserve on the work instead. It will be greyed out if a work reserve is placed.
- Set aside – Depending on enterprise parameters this hold can be placed on an item currently on shelf at no charge.
ChargesForHolds = Charges for ‘Holds/Set asides’ if turned on.
Is SetAsideBlocked = Allows the Reservation Set Aside/Hold function to be disabled
Note that a set aside hold cannot be applied if the item is on loan, currently reserved, or an Inter-Library Loan. - Allow review user status – allows reserves if user has ‘review status’
- Bypass Maximum reserve limit – allows the maximum limit set by user type and location to be bypassed
- Bypass abnormal Item status – The status block e.g. missing, lost, may optionally be overridden using this bypass checkbox.
- Bypass if no items – This may be because the item is in a special collection, such as images, where holdings are not recorded, or it may be that all items have been withdrawn, but the parent bibliographic record has not yet been purged.
User Search
Enable search and selection of user for the reserve.
User Name
Populates the username from user search or saved user
User barcode
Populates the user barcode from user search or saved user.
Council Specific user browse tick box
Default to on when untick allows search consortia wide
Home library
Populates with users home library from user search or saved user
Collect at
Drop down of Pick up locations available will default to location operator is logged in as.
NOTE if users home location is differet a highlighted section will state ‘ Click to switch to users’s home location’ if clicked the pick up location will be updated
Reserve Slip Comment
Free text field to include information with reserve.
Note the size of the box can be extended by dragging the bottom corner of the free text box.
Queue Position
List the level in the queue of the reserve.
Charge
List the cost of the reserve based on libraries parameters.
Close / Reserve Buttons
Place the Reserve by clicking the Reserve button on the bottom right of the place a reserve pop out.
If the reserve is successful message will appear.
Click Close to cancel the reserve request.
If something prevents a Reserve being placed an error will be depected in the top with the reason for error.
Conditions effecting a reservation #
There are multiple factors that effect if and how reservations are successful these include
- User type setting
- Item status and flags
- Reservation enterprise parameters
- Loan and Reserve parameters
If a Reservation is Blocked a message will appear at the top right of the screen saying ‘an error occurred …’ and include the reason e.g. User is Debarred.
Task Levels required to make reservation #
To have full capabilities regarding creating, editing and deleting operators must have:
- Their Operator Security Levels for Reserve Delete and Reserve Modify set as on.
- Their Operator Task Level must also have place a reservation set.