You can view and edit reservations in the following places:
- Overview of a patron's reservations
- Overview of reservations on a bibliographic record
- Detail page for a reservation
Overview of a patron's reservations
Navigation to the overview of a patron's reservations: Search for a patron > Open the patron's detail page > Go to the Reservations tab.
On a patron's detail page, under the "Reservations" tab, you can see an overview of the patron's reservations. Reservations shown in the "Ready for collection" table are ready to be collected by the patron, while the patron's remaining reservations are shown in the "Active reservations" table.
The number in the Reservations tab title summarises the number of reservations ready for collection and active reservations respectively.
You can perform the following actions:
- Change the collection branch.
- Change the collection deadline for reservations that are ready for collection.
- Change the interest date for active reservations.
- Change the activation date for active reservations.
- Add/update a note.
- Delete reservations.
- Go to the detail page for the bibliographic record/material linked to the reservation, as well as to the reservation's detail page.
By selecting one or more active reservations, you can edit or delete all selected reservations at once by clicking "Edit" or "Delete" at the bottom of the page.
Overview of reservations on a bibliographic record
Navigation to the overview of reservations on a bibliographic record: Search for a bibliographic record> Open the record's detail page > Go to the Reservations tab.
On a bibliographic record's detail page, under the "Reservations" tab, you can see an overview of all reservations on the bibliographic record.
You can perform the following actions:
- Change the collection branch.
- Change the interest date.
- Change the activation date.
- Add/update a note.
- Delete reservations.
- Change the order in the reservation queue
- The order is changed by dragging a row up or down in the table using the icon
(drag 'n drop). On a touchscreen, you must hold your finger on the icon briefly before the row can be moved.
- The order is changed by dragging a row up or down in the table using the icon
- Go to the detail page for the patron/material linked to the reservation, as well as to the reservation's detail page.
Detail page for a reservation
Navigation to a reservation's detail page: Reservations & bookings > Reservations > Search and click on a reservation.
A reservation's detail view is displayed by double-clicking one of the search results in the list. The detail view shows information about the reservation, the patron and the material, and lets you perform the following actions:
- Change the reservation's:
- Collection branch
- Collection deadline (if the reservation is ready for collection)
- Interest date
- Activation date
- Add a note to the reservation
- Move the reservation to another patron.
- However, this is not supported for serial reservations or parallel reservations.
- Move the reservation to another bibliographic record
- Remove linked material
- This sets the material to ”At home” and the reservation returns to the front of the queue. Can only be done when materials are in transit.
- Set the reservation's latest activity date to today's date
- This way, when using the ”Latest activity” search criterion, you avoid retrieving reservations you have already dealt with.
- Delete the reservation
Note! There are limited options for editing reservations that involve an interlibrary loan.
History
On the reservation's history tab, you can see what has happened to the reservation throughout its lifetime.
Serial and parallel reservations
For serial and parallel reservations, an additional tab with details about the serial/parallel reservation will appear on the reservation's detail page. See more under Edit serial reservation and Edit parallel reservation.