Koha-Library-Software/C3/Place-hold-through-staff-interface/English - Revision history

Madhurig at 06:56, 17 October 2025

2025-10-17T06:56:40Z

Mayahans at 06:54, 3 October 2025

2025-10-03T06:54:58Z

Mayahans: Created page with "'''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 a..."

2025-09-09T10:02:35Z

Created page with "'''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 a..."

New page

'''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.

{|border=1
|-
|| '''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:
* '''Place hold through staff interface'''

|| In this tutorial, we will learn how to:

* '''Place hold''' through''' staff interface '''in '''Koha'''

|-
|| '''Slide Number 3'''

'''System Requirement'''

To record this tutorial, I am using
*'''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''
* '''A working internet connection'''

|| To record this tutorial, I am using
* '''Ubuntu Linux OS version 22 point 04'''
* '''Koha version 24 point 05'''
* '''Firefox version 131 point 0 point 3'''

I also have a working internet connection.
|-
|| '''Slide Number 4'''

'''Pre-requisites'''
* You should have knowledge of Library Science

|| 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 with the '''Place a hold on Industrial Microbiology '''by''' Patel, Arvind H'''. opens.
|-
|| 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 '''Holds detail'''
|| On the same page, '''Hold's detail '''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:
* '''Hold next available item '''to reserve the first copy that becomes available and
* '''Hold a specific item''' to reserve one exact copy (by barcode), not just any available one.

|-
|| Cursor on '''Hold a specific item'''

|| For now we will place hold by using the option '''Hold a specific item'''.
|-
|| Click the checkbox adjacent to '''Hold a specific item'''

Click the checkbox under the '''Hold '''column

From '''Allowed pickup locations''' dropdown select '''Spoken Tutorial Library '''

Click on '''Place hold'''
|| So click the checkbox adjacent to '''Hold a specific item'''.

Now check the checkbox under the '''Hold''' column.

For the '''Allowed pickup locations''',

from the dropdown 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 '''

Cursor on the details.
|| 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'''

Cursor on '''Cancel'''
|| A hold can be canceled by deleting it.

To do so, under the '''Delete''' column click on the '''trash bin''' icon.

It will open a '''Confirm deletion''' window.

Here it's confirming that '''Are you sure you want to cancel this hold?'''

If you want to cancel the '''hold''' then click on the '''Confirm cancellation'''.

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:
* '''Place holds through staff interface'''

|| Let’s quickly recap.
|-
|| '''Slide Number 6'''

'''Assignment'''
* '''Place hold for any other checked out book to Miss Thinzar, Myo'''

|| As an assignment
* Place hold for any other checked out book to '''Miss Thinzar, Myo'''.

|-
|| '''Slide Number 7'''

'''Thank you'''
|| Thank you for joining.
|-
|}

@@ Line 6: / Line 6: @@
 '''Pre-requisites: '''Circulation and Find Rules.
 {|border=1
@@ Line 15: / Line 16: @@
 '''Title Slide'''
-|| Welcome to this Spoken Tutorial on '''Place hold through staff interface '''in '''Koha'''.
+|| Welcome to this Spoken Tutorial on '''Place hold through staff interface'''.
 |-
 || '''Slide Number 2'''
@@ Line 27: / Line 29: @@
 || In this tutorial, we will learn how to:
+* Place hold  through  staff interface in '''Koha'''
-* '''Place hold''' through''' staff interface '''in '''Koha'''
 |-
@@ Line 46: / Line 47: @@
 * '''Koha version 24 point 05'''
 * '''Firefox version 131 point 0 point 3'''
 I also have a working internet connection.
@@ Line 68: / Line 67: @@
 Click on '''Login'''
-I have already logged into '''Koha''' as a''' Library Staff Vaibhavi'''.
+|| I have already logged into '''Koha''' as a '''Library Staff Vaibhavi'''.
 |-
@@ Line 78: / Line 76: @@
 || 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.
+From the top menu, locate the '''Search catalog''' option and click on it.
 |-
-|| Search item''' '''in search bar as:
+|| Search item in search bar as:
-'''keywords title, author, ISBN, '''or '''barcode'''
+'''keywords''' '''title''', '''author''', '''ISBN''', '''or '''barcode'''.
-|| By using the '''Search catalog '''bar''' '''you can find the item to place the hold on.
+|| By using the '''Search catalog '''bar you can find the item to place the hold on.
 |-
 || Type '''Microbiology '''and click on search
-|| In the '''Search catalog''' bar I will type, '''Microbiology '''and press '''Enter'''.
+|| In the '''Search catalog''' bar I will type, '''Microbiology ''' and press '''Enter'''.
 |-
 || Cursor on '''Search Results'''
-|| A '''Search Results''' page opens.
+|| A '''Search results''' page opens.
 |-
 || Cursor on '''Result'''
@@ Line 137: / Line 136: @@
 |-
 || Cursor on '''Holds''' '''Place a hold on Industrial Microbiology by Patel, Arvind H.'''
-|| A '''Holds''' page with the '''Place a hold on Industrial Microbiology '''by''' Patel, Arvind H'''. opens.
+|| A '''Holds''' page open with the '''Place a hold on Industrial Microbiology '''by''' Patel, Arvind H'''.
 |-
 || Cursor on '''Search patrons'''
@@ Line 150: / Line 149: @@
 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'''.
+|| On the same page, '''Hold details ''' appears along with patron name '''Ms. Thinzar, Myo'''.
 |-
 || Cursor on '''Hold next available item'''
@@ Line 164: / Line 164: @@
 |-
 || Cursor on '''Hold a specific item'''
 || For now we will place hold by using the option '''Hold a specific item'''.
 |-
@@ Line 171: / Line 170: @@
 Click the radio button under the '''Hold '''column
-From '''Allowed pickup locations''' dropdown select '''Spoken Tutorial Library '''
+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 check the radio button under the '''Hold''' column.
+Now click the radio button under the '''Hold''' column.
 For the '''Allowed pickup locations''',
-from the dropdown select '''Spoken Tutorial Library '''if not selected by default.
+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.
@@ Line 188: / Line 187: @@
 Cursor on the details.
-|| On the same '''Holds '''page, the '''Existing holds '''appear with a table.
+|| 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 '''Delete'''
 Cursor on '''Confirm deletion''' window