Set up and use course reserves

WMS libraries

To assign Course Reserves to your staff, complete the following steps:

1. Sign in to the WorldShare interface.
2. Click Admin.
3. Search for the staff member and open their record.
4. Click Roles > Edit.
5. Click the check box next to COURSE-RESERVES_MAINTAINER or COURSE_RESERVES MANAGER.
6. Click Save. Your staff member will now have access.

 Note:  If you are having problems assigning Course Reserves roles, contact orders@oclc.org and include the information listed below for WorldCat Discovery libraries.

WorldCat Discovery libraries

If you are a library using WorldCat Discovery, you need to contact order services to enable Course Reserves and assign roles to your staff:

1. Email orders@oclc.org with the following information:
   1. Your first and last name
   2. Your institution's name and OCLC symbol
   3. Your email
   4. Your OCLC Services username (WorldShare account). If you do not have an OCLC Services (WorldShare) account, send your desired username, otherwise a username will be created for you.
   5. Information on any staff members who need WorldCat Discovery staff accounts and/or need to be assigned Course Reserves roles.
2. You will receive either a system-generated email or an email from OCLC Order Services:
   1. If you had an existing account for access to staff features in the WorldCat Discovery interface, you receive a confirmation email from Order Services saying that you now have access to Course Reserves

Create a course

1. Click the Create a Course button. The Create Course Details screen appears.
2. Enter a Course Name and any details (see below) that you want to include.
3. Click Save course. The Course Reserves screen appears with a confirmation message and a link to reserve materials for the course.

Available course fields

Field	Description
Name	(Required) Course name or title.
Prefix	Course prefix, if applicable.
Number	Course number, if applicable.
Section(s)	Course section, if applicable.
Department	Department that the course represents, if applicable.
Description	Description of the course. Valid URLs are supported.
Instructor(s)	Enter the instructor's first and last name. You can only enter one instructor's name
Start date/End date	Click the calendar widget and click a date to select it for the start and end dates OR Enter start and end dates in the MM/DD/YYYY format. The start and end dates determine whether the course is Active or Inactive. An active course has a start date prior to the current date and an end date in the future. If no dates are entered, the course defaults to Active.
Notes	Any additional notes or information. Valid URLs are supported.

Edit a course

1. Click the gear icon next to the course you need to edit and select Edit Course.
2. Edit the course.
3. Click Save course. The Course Reserves screen appears with a confirmation message and a link to reserve materials for the course.

Duplicate a course

1. Click the gear icon next to the course you need to duplicate and select Duplicate Course. The Duplicate Course Details screen appears with all course metadata auto-populated.
2. Make changes to any of the metadata.
3. Click Save course. The Course Reserves screen appears with a confirmation message and a link to reserve materials for the course.

Delete a course

1. Click the gear icon next to the course you need to delete and select Delete Course. A Confirmation message appears
2. Click Delete to remove the course, or click Cancel to go back.

Create temporary materials

1. From the Course Reserves view, click Temporary Materials.
2. Click Create Temporary Material. The Create Temporary Material Details screen appears.
3. Provide a Title and any details (see below) that you want to include.
4. Click Save material. The Course Reserves screen appears with a confirmation message.

Add temporary course reserve materials to your circulating collections through WorldShare Circulation. Once added to circulating materials, the call number can be added during temporary material creation in Course Reserves to help users locate the material.

Create temporary material fields

Field	Description
Title	(Required) Material name or title.
Language	Primary language of the material.
Format	The form of material being described. This choice determines the cover art that will display.
Description	Description of the material. Valid URLs are supported.
Author(s)	Author of the material.
URL(s)	Hyperlink to the material.
Call Number	Call number of the material.
Series Title	Series title, if applicable.
Series Enumeration	Series enumeration, if applicable.
Series chronology.	Series chronology, if applicable.
Series pages	Series pages, if applicable.
Publisher	Publisher of the material.
Publisher Location	Location of the publisher of the material.
Publication Year	Publication year of the material.
Notes	Notes about the material. The note will display for every course the material is added to, similar to local holdings records. URLs are not supported in this field.

Edit temporary materials

1. Click the gear icon next to the material you want to edit and select Edit item.
2. Make edits to the material.
3. Click Save material. The material is updated and a confirmation message appears.

Duplicate temporary materials

1. Click the gear icon next to the material you want to duplicate and select Duplicate item.
2. Make the edits.
3. Click Save material. A new record is created for the added temporary material. No changes are made to the original material selected for duplication.

Delete temporary materials

1. Click the gear icon next to the material you want to delete and select Delete item.
2. Confirm Delete. The material is removed from all courses it is attached to and deleted.

Add permanent bibliographic materials

There are two ways to begin adding materials to a course.

1. When you finish creating a course, in the title confirmation message that appears on the top of the screen, click Reserve Materials for this course.
   or
   Click the gear icon and select Reserve Course Materials for the course to which you want to add materials.
   The search screen appears with the message: You are reserving course materials for [Course Name].
2. Search by keyword for materials to add in the search field.
3. Press <Enter> or click the magnifying glass icon.
4. (Optional) Filter the search results by selecting values from the facets.
5. (Optional) Use the navigation links (bottom of the page) to move between the results pages.
6. When you find a material to add, click Reserve.
   or
   Click on the material Title to review details and then click Reserve.
7. If the material you are adding is a serial or monographic set, click on the Reserve drop down list to select the volume of the journal you want to reserve.
8. Click Reserve. A confirmation message appears and the material is added to the course.
9. Click View Course to go to the Course Reserves screen.
   or
   Click OK to continue searching for additional materials.
10. When you are finished adding materials, click I'm done reserving materials.

Add temporary materials

1. When you finish creating a course, in the confirmation message that appears on the top of the screen, click Reserve Materials for this course.
   or
   Click the gear icon and select Reserve Course Materials for the course to which you want to add materials.
2. Click the Browse temporary materials at the top of the screen.
3. Click Reserve. A confirmation message appears.
4. Click View Course to go to the Course Reserves screen.
   or
   Click OK to continue searching for additional materials.
5. When you are finished adding materials, click I'm done reserving materials.

Once you add a physical material to a course, you still need to locate the material and place it on reserve using the methods provided by your circulation system.

Reserving materials in WorldCat Discovery does not update Circulation location or availability. Temporary circulation records are needed for these items, that are created in your Circulation system.

For some systems, placing materials in a separate location is required. Other systems may change the material type to "Reserve" or a similar category. You may find it helpful to print the list of materials on reserve for a course, gather the materials from the shelves and deal with them appropriately.

Remove materials

1. Click the Title of the course you want to remove material from.
2. Click the minus sign next to the material in the Reserved Materials list. A confirmation message appears.
3. Click Remove.

Course Reserves in WorldCat Discovery

Run time: 8:28

This video provides an overview of how to activate, access, manage and search Course Reserves in WorldCat Discovery.