Creating Reserves

Reserves can be created by users with the Contributor, Editor, Moderator, or Administrator role. Just note that only users with the moderator or administrator role can publish reserves to your Stacks site. 

Considerations

Before creating new reserves consider how your users/patrons will be interacting with this information. Site labels can be updated to ensure field names and other terminology matches what your users/patrons expect to see. Reserves can also be filtered/grouped using the Term and Course filter vocabulary fields, consider creating or editing these list values before creating new listings.  

Filter vocabularies and site labels are discussed in more detail in the Considerations for Creating Content article, but it should be noted that administrators can quickly access the filter vocabularies and site labels specific to just the reserves, from the tabs at the top of the reserves dashboard.

Creating Reserves

1. From the Dashboard, click Reserves
2. Click Add New
3. Complete the fields in the window that opens
   1. Title
   2. Language
   3. Registrar Course ID
   4. Course ID
   5. Term, select the most appropriate value
   6. Course, select the most appropriate value
   7. Course Dates (start and end date/time)
   8. Instructor (first and last name)
   9. Description
   10. File Attachment
   11. Resource section - this is used to promote or flag content that is an integral part of the course or reserve
       1. ISBN
       2. UPC
       3. Title
       4. Author/Artist
       5. bibid
       6. Barcode
       7. Call Number
       8. Link
       9. Image
       10. Image Upload
           1. For optimal user experience see the Recommended Image Sizes article for guidance when uploading/selecting images
   12. Click Add Resource to add additional items to the resources section
   13. Review and configure the Publishing workflow as needed
   14. Click Save

Settings for Reserves

Additional settings can also be configured here to control the how your users/patrons will see reserve information when viewing the Listing View or Detail View for your entries. 

• Listing View - this is the initial list of directory listing entries users/patrons will see when they navigate to the /reserves page
• Details View - this is the view users/patrons will see when they click on any one listing entry

1. From the Dashboard, click the Reserves tile
2. Click the Settings tab at the top of the screen
3. Click the Listing View sub-tab
   1. Enable Listing View, when checked this enables access to the listing view for the content type
      1. If disabled, when a user attempts to load the URL for this content, they will be redirected to the homepage
   2. Title, edit the title for the page if desired, the default value is Reserves
   3. Description, enter a description for the page if desired, this will be visible to users/patrons
   4. Display section
      1. Expand First Group by Default, check this box to expand the items, when they are grouped
      2. Display search form, check this box to display a search bar for entries
      3. Display A-Z Link Index, check this box to display a link on the list view when "Group by None" is selected
      4. Enable Add to saved list button, check this box to enable a save to list button
   5. Defaults section
      1. Default Page Limit, select the number of entries to be displayed before pagination is enforced
      2. Default Grouping, select the default value entries should be grouped by
         1. Note: users/patrons can change this when viewing the list of entries
      3. Default Sort Field, select the default value entries should be sorted by
      4. Default Sort Order, select the default order in which entries should be sorted
         1. Note: users/patrons can change this when viewing the list of entries
   6. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of reserves
   7. Click Save configuration when finished
4. Click the Details View sub-tab
   1. Field Visibility section
      1. Check the box beside each field that should be made visible to users/patrons when viewing the list of reserves
   2. Enable Add to saved list button, check this box to enable a save to list button
   3. Click Save configuration when finished