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Version: 3.7.x

Reservations Configuration

The Reservations module allows users to place a hold on items currently loaned to other patrons. When the item is returned, the system alerts the staff and notifies the requesting user.

Although functional logic resides in a specific source folder (/reserve), it is fully integrated into the Circulation policies.

1. Prerequisites​

Before offering reservations, ensure:

  1. Database: The reserve database exists in your bases folder.
  2. Integration: The path to this database is correctly set in dr_path.def or the central configuration.
  3. Items: Users can generally only reserve items that are currently checked out.

2. Enabling in Loan Policy​

Permission to reserve is not global; it is granted via the Policy Matrix.

  1. Go to Circulation > Parameters > Configure local/Policies.
  2. For each User Type (e.g., Student) and Item Type (e.g., Book), locate the Reservations column.
  3. Set the value to the maximum number of allowed pending holds (e.g., 3).
    • Set to 0 to disable reservations for that category.

3. Email Notification Setup (Critical)​

The workflow depends on notifying the user when their book is ready. This uses the correo.ini configuration found in the reserve directory.

Configuration File: bases/reserve/pfts/en/correo.ini (or your language folder).

You must define the PFT formats for the emails:

  • apartado: Subject line for the email.
  • fin_apartado: Body of the email confirming the reservation was placed.
  • disponible: Body of the email sent when the book is returned and ready for pickup.

:::warning SMTP Server Ensure your ABCD installation has a working SMTP configuration (configured in Central Settings) so these scripts can send messages. :::

4. Public Access (OPAC)​

To allow users to place holds themselves:

  1. Edit your OPAC Configuration (opac.def).
  2. Ensure allow_user_login=Y.
  3. Ensure the reserve parameter is enabled.
  4. Users will see a Reserve button next to unavailable items in the search results.