Guide to Course Reserves: Adding/Editing Citations

1. Navigate to the reading list you wish to add a citation to. Confirm that you do not already have a copy of this title in your reserves collection - if you do, you will need to add an item, rather than a new citation. 

2. With the reading list open, click add a citation. 

3. Choose Add a Brief from the drop-down menu.

4. Choose Physical Book from the pop-up menu. 

5. Fill out the following information for the Resource Information section (note that this is for the citation - NOT the individual item): 

• Title: Capitalize first letter, lower case following. Do not include edition in title
• Author: Last name, First name (ex. Belsky, Janet)
• Edition: as written on the title page (likely ex. "Fourth edition" or, occasionally "4th edition")
• ISBN: type or copy/paste this in to prevent auto-submit from scanner
• Publication date
• Publisher
• Call number: Course code (i.e. ART 101/102)

Do not fill out barcode under Resource Information - you will do this in the Item Information section below. 

6. Fill out the following information for the Item Information section - this information is for the first item of the citation: 

• Location: Your Campus: Reserves
• Barcode: if scanning, do this last 
• Material Type
• Item policy
• Public note: include item policy here so that it is visible in Primo (ex. In Library Use Only)

7. Click Save in the top right corner if you did not scan in the barcode to auto-submit. 

1. Navigate to the reading list you wish to add a citation to. 

2. With the reading list open, click add a citation. 

3. Choose Add Repository Citation from the drop-down menu.

4. Search All titles by Keywords and scan the barcode in the search field. 

5. Check the box next to the title.

6. Click the green Select button in the upper right corner.

The title has now been added to the reading list, but the specific reserve items need to have their location and loan policy adjusted for them to be on reserve. This can be done one of two ways:

1) Click the ellipses next to the citation, and select "Items." Locate the item you are working on from the list and click the ellipses. Click "Edit." Under Temporary Item Location, change the following information

• Item is in temporary location: Yes

• Temporary location: choose your campus's reserves location

• Temporary call number: course code (ex. ENG 250)

• Temporary item policy: desired item policy

Click Save. 

2) After adding the title as a citation, navigate to Scan In Items and choose Change Item Information. Change the following information:

• Change type: Temporary

• Location: choose your campus's reserves location

• Call number: course code (ex. ENG 250)

• Item policy: desired item policy

Scan item's barcode, and repeat for any other copies.

1. Navigate to the reading list that houses the citation you wish to edit (Fulfillment > Course Reserves > Reading Lists > choose course from list/search). 

2. With the reading list open, locate the citation and click Edit. Note that these edits will not affect what is shown in Primo, as those are item records. 

3. Click Save. 

1. Navigate to the reading list that houses the citation you wish to edit (Fulfillment > Course Reserves > Reading Lists > choose course from list/search). 

2. Confirm that any campus-created items for this item have been withdrawn and that any catalogued items have had their locations restored to circulating. The citation should look like the screenshot below, with no green circle or number next to Physical or Electronic:

NOTE: If this item was put on reserve from the circulating collection, you will simply restore the item's location and loan policy, then remove the citation - cataloged items will still show as items in your citation, which is ok! 

3. Click the ellipses next to the citation and select Remove. 

4. Click Confirm on the confirmation message.