Creating a Booking Reservation
Note
The "Create a booking reservation" screen uses your library’s timezone. If you create a reservation at a library
in a different timezone, Evergreen will alert you and provide the time in both your timezone and the other library’s
timezone.
Only staff members may create reservations. A reservation can be started from a patron record, or a booking resource.
To reserve catalogued items, you may start from searching the catalogue, if you do not know the booking item’s barcode.
To create a reservation from a patron record
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Retrieve the patron’s record.
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Select Other → Booking → Create Reservations. This takes you to the Create Reservations Screen.
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If you want to create a reservation that lasts less than a day (such as for a study room), select Single-day reservation
as the reservation type. If your reservation will last several days (such as for a video camera needed for a class project),
select Multiple-day reservation.
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In the area labeled "Reservation details", select the Choose resource by barcode tab if you know the specific barcode
of a resource you’d like to reserve. Otherwise, select the Choose resource by type tab.
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A schedule grid will display on the bottom part of the screen.
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If necessary, adjust the day or days that are displayed. You can also make other adjustments using the Schedule settings
tab.
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For non-catalogued resources, patrons may wish to specify certain attributes. The Attributes tab allows you to do this.
For example, if a patron is booking a laptop, they can choose between PC and Mac laptops if they need to.
When you have found the days or times that work the best, you can proceed with creating the reservation, by doing one
of the following:
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Double click the appropriate row in the grid.
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Use the tab and space keys to select the appropriate rows,
then press Shift+F10 to open the actions menu. Select
"Create Reservation".
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Select the appropriate rows in the grid, then right click
to open the actions menu. Select "Create Reservation".
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Select the appropriate rows in the grid, then select the
actions button. Select "Create Reservation".
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Adjust the values in this screen as necessary.
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Select the "Confirm reservation" button.
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The screen will refresh, and the new reservation will appear in the schedule.
Search the catalogue to create a reservation
If you would like to reserve a catalogued item but do not know the item barcode, you may start with a catalogue search.
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Select Cataloguing → Search the Catalogue to search for the item you wish to reserve. You may search by any
bibliographic information.
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Select the Holdings View tab.
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Right-click on the row that you want to reserve. Select Book Item Now. This takes you to the Create Reservations Screen.
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If you want to create a reservation that lasts less than a day (such as for a study room), select Single-day reservation
as the reservation type. If your reservation will last several days (such as for a video camera needed for a class project),
select Multiple-day reservation.
-
A schedule grid will display on the bottom part of the screen.
-
If necessary, adjust the day or days that are displayed. You can also make other adjustments using the Schedule settings
tab.
-
When you have found the days or times that work the best, you can proceed with creating the reservation, by doing one
of the following:
.* Double click the appropriate row in the grid.
.* Use the tab and space keys to select the appropriate rows,
then press Shift+F10 to open the actions menu. Select
"Create Reservation".
.* Select the appropriate rows in the grid, then right click
to open the actions menu. Select "Create Reservation".
.* Select the appropriate rows in the grid, then select the
actions button. Select "Create Reservation".
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Enter the patron’s barcode.
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Adjust the values in this screen as necessary.
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Select the "Confirm reservation" button.
-
The screen will refresh, and the new reservation will appear in the schedule.
Note
Reservations on catalogued items can be created on Item Status (F5) screen. Select the item, then Actions → Book Item Now.
