Koha-Library-Software/C3/Place-hold-through-staff-interface/English
Title of the Script: Place hold through staff interface
Author: Vaibhavi Satardekar and Maya Hans
Keywords: Koha, Koha 24.05, Search item, Place hold for an item, Library item hold, Reserve a book, Hold confirmation, Check hold status, Koha holds management, Specific item hold, Cancel book hold, Video tutorial.
Pre-requisites: Circulation and Find Rules.
| Visual cue | Narration |
| Slide Number 1
Title Slide |
Welcome to this Spoken Tutorial on Place hold through staff interface.
in Koha. |
| Slide Number 2
Learning Objectives We will learn how to:
|
In this tutorial, we will learn how to:
|
| Slide Number 3
System Requirement To record this tutorial, I am using
|
To record this tutorial, I am using
I also have a working internet connection. |
| Slide Number 4
Pre-requisites
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To follow this tutorial, you should have knowledge of Library Science. |
| Login with Staff account
Username - Vaibhavi Password - Vaibhavi02 Library: Spoken Tutorial Library Click on Login |
I have already logged into Koha as a Library Staff Vaibhavi. |
| Koha homepage
From top menu click on Search catalog |
Let us now place hold on an item through the staff interface.
From the top menu, locate the Search catalog option and click on it. |
| Search item in search bar as:
keywords title, author, ISBN, or barcode.
|
By using the Search catalog bar you can find the item to place the hold on.
Here, we can search for an item by using keywords, title, author, ISBN, or barcode. |
| Type Microbiology and click on search | In the Search catalog bar I will type, Microbiology and press Enter. |
| Cursor on Search Results | A Search results page opens. |
| Cursor on Result | In this page a list of items related to Microbiology appear. |
| Cursor on Industrial Microbiology Patel, Arvind H. | Locate the item Industrial Microbiology by Patel, Arvind H. and click on it. |
| Cursor on Industrial Microbiology Patel, Arvind H. | A page Industrial Microbiology by Patel, Arvind H. opens with the details. |
| Narration only
Item type: Book Current library: Spoken Tutorial Library Home library: Spoken Tutorial Library Call number: 660.62Pat Status: Checked out Last seen: Date accessioned: Date last borrowed: Barcode: 00001 Copy number: 10 |
Below the item details we can see a table with
the following details. Here, under the Status column we can see the availability of the item. Please note, we can only place hold on checkedout items. |
| Click on Place hold tab | To place hold on this item click on the Place hold tab above the title. |
| Cursor on Holds Place a hold on Industrial Microbiology by Patel, Arvind H. | A Holds page open with the Place a hold on Industrial Microbiology by Patel, Arvind H. |
| Cursor on Search patrons | Under the Search patrons section in the Patrons field.
We can search patrons by entering the patron card number or partial name. |
| Type Myo
Click on the Search |
So, here we will type the patron name as Myo.
Click on the Search button at the right side of the field. It may take some time to search. |
| Cursor on Hold details | On the same page, Hold details appears along with patron name Ms. Thinzar, Myo. |
| Cursor on Hold next available item
Cursor on Hold a specific item |
Scroll down, we can also see two sections:
|
| Cursor on Hold a specific item | For now we will place hold by using the option Hold a specific item. |
| Click the radio button adjacent to Hold a specific item
Click the radio button under the Hold column From Allowed pickup locations drop down select Spoken Tutorial Library Click on Place hold |
So click the radio button adjacent to Hold a specific item.
Now click the radio button under the Hold column. For the Allowed pickup locations, from the drop down select Spoken Tutorial Library if not selected by default. Click on the Place hold button at the bottom of the page. |
| Cursor on Existing holds
|
On the same Holds page, the Existing holds appear with a table.
Here we can see the item is placed on hold for the patron Miss Thinzar Myo. |
| Cursor on Delete
Cursor on Confirm deletion window Cursor on Confirm cancellation
|
A hold can be canceled by deleting it.
To do so, under the Delete column click on the trash bin icon.
Here it's confirming that Are you sure you want to cancel this hold?
If not then click on the Cancel button. |
| Cursor on Holds(1) | At the left side of the page we can also see the number of Holds on this item. |
| Narration only | With this we come to the end of this tutorial. |
| Slide Number 5
Summary In this tutorial we learned to:
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Let’s quickly recap. |
| Slide Number 6
Assignment
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As an assignment
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| Slide Number 7
Thank you |
Thank you for joining. |