1. How to Initiate a Reserve Request
Part 2 of the Series
on Reserves
Using Agent VERSO

2. Do a Search for the Item in the Catalog
Step 1:
Do a Search for the Item in the Catalog

3. Results Possibility 1: A search by topic may result in a list
Results Possibility 1: A search by topic may result in a list. Just click on the title to bring up the individual item detail record.

4. Results Possibility 2: A search by the full title may result in
display of the Item Detail, instead of
a list of items from which to choose.
Here is an example of an Item Detail screen.

5. Note whether any copies are available
Note whether any copies are available. If they are, you may reserve the title by clicking “Reserve Title” in the Menu Bar located in the upper right hand corner of the Item Record.
Step 2: Click ReserveTitle

6. A new window will pop up. Step 3: Select the patron’s User’s Group,
then enter their ID or Last Name in the
blank space given. Default is All Groups,
which works just fine.

7. Selecting the Patron’s User’s Group

8. Enter the Patron’s User ID
Click Submit.
A new window
will pop up.

9. Step 4: Select the Pickup Location
Caution: Sometimes your selection does not “stick.”
Double check the pickup location before leaving this screen.

10. Click Submit Verify Add This is where you can type a message to
the filling librarian – such as “Please overnight
this, Thanks!”
Add

11. Step 5: Close the Window
After clicking Submit on the previous screen, this
is what appears. To close the screen, you can
click either Submit or Close, and the window will
close. Whichever one you choose will not affect
whether your Reserve is posted in the Reserves
List.

12. Step 6: Verify the Patron’s Record
Go to Circulation and look up the patron’s record, to be sure
the Reserve is showing up. Or, if you have made an error, you
may delete it here, and start over.

13. If you wish, you may check the Reserves
List, and click on View Reserves to verify
how the Reserve you placed appears.

14. The individual Reserve record displays the
Patron’s name, ID, and phone number.
In this example, you can also see the
Pickup Location and the Date Placed.

15. Simply click Close in the upper right
hand corner, to return to the previous
screen.
Requesting the Reserve
is now complete.

16. After you have placed the Reserve, keep a watch every day on your item by checking the Reserves List to see when and by whom it is filled. Hopefully, other librarians will be diligent in filling reserves, but it doesn’t always happen. If you notice that only one library has the item available, you may want to the library director, to let him or her know that you have requested a Reserve item.

17. If no one fills your Reserve request, it will expire in 5 days
If no one fills your Reserve request, it will expire in 5 days. If this happens, you will be unable to place another request for the same item for the same patron. To clear up this situation, it is necessary to go into your patron’s record and DELETE the Reserve. To accomplish this, simply click the Delete link to the right of the item listing for the Reserve request.

18. This tutorial is presented by Jennifer Carless, Director of Library Services for Keiser University’s Orlando campus.

19. Other slideshows in this series: How to Check the Reserve List How to Fill a Reserve Request How to Receive a Reserve Item How to Return a Reserve Item