Create reservation

It is possible to create reservations on both bibliographic records and materials. This is done by first finding and adding records/materials to a reservation, and then completing the reservation.

Add bibliographic records/materials to a reservation

Bibliographic records and materials can be added to a reservation in 3 different ways.

Add one record/material to a reservation from the table (only on a computer with a mouse)

1. Search for records/materials.
2. Hover the mouse over a row and click the "Reserve" icon.
3. This opens a reservation detail page where the reservation can be completed. See below.

Add one or more records/materials to a reservation from the table

1. Search for record(s)/material(s).
2. Select the desired records/materials by ticking the checkbox on the left side of the table.
3. Click the "Reserve" button in the bottom right corner.
   1. A reservation button then appears with an indication of how many records/materials have been added to the reservation.
4. Repeat steps 1-3 until you have added the desired records/materials.
5. Click the reservation button in the bottom right corner.
6. This opens a reservation detail page where the reservation can be completed. See below.

Add one record/material to a reservation from the detail page

1. Search for records/materials.
2. Open a record's/material's detail page.
3. Click the "Reserve" button at the bottom of the page.
4. This opens a reservation detail page where the reservation can be completed. See below.

The 3 ways of adding can be combined if appropriate. Records/materials remain added to a reservation until the reservation is either completed or the reservation is cleared.

Complete reservation in the detail page

A reservation is completed on the reservation detail page.

1. Select patron

Either by scanning the patron no. or clicking the "Search patron" icon

If an incomplete name or number is searched for, "Search patron" opens automatically and performs a search, in which it is possible to find the patron by name/address. Here, the truncation wildcard can also be used by adding * after the entered number, if the entire number is not known.

2. Select delivery branch

This is filled in automatically with the selected patron's collection branch. If the patron is not associated with a collection branch, the logged-in branch is automatically selected instead.

3. Select reservation type

• Normal
• Parallel
• Series
• Control reservation

See a description of the different reservation types here: Reservation types

4. It is possible to manage the following details for each individual record/material in the reservation:

• Interest date: It is possible to specify an interest period if it is only relevant for the title to be available within a certain date. Reservations are automatically deleted when the interest date is overdue, and a notification can be sent to the patron about this.
• Activation date: By adding an activation date, the reservation cannot be fulfilled until the activation date is reached. However, the reservation will follow the queue even if the activation date has not yet been reached. If a reservation that has not yet reached the activation date is no. 1 in the reservation queue, the reservation that is next in the queue will be fulfilled instead.
• Number of materials
• Note: For internal use
• Remove the record/material from the reservation by clicking on the right side of the table

5. The reservation is created by clicking "Create reservation"

⚠️ Error messages

If it is not possible to create a reservation, a warning icon will be shown next to the record/material that is causing the error. The error message is shown by hovering the mouse/finger over the icon.

In some cases, it is possible for the user to force a reservation, provided the user has permission to do so. A forced reservation is not fulfilled unless the circumstances that made the forcing necessary change.