[% INCLUDE 'help-top.inc' %]
<h1>Holds</h1>
- <ul>
- <li>Enter the barcode or partial name for the patron you'd like to hold the book for.</li>
- <li>You will be brought to a page where you can alter (if necessary) and/or confirm the hold
- <ul>
- <li>
- <span style="background-color: #ffe599">
-TIP: Note that in this case an error message appears notifying the circulation librarians that the patron might want to pick the book up at his/her home branch.</span></li>
- <li>From here you can pick to either hold the next available item or a particular item
- <ul>
- <li>Item level holds are available by checking the box next to a particular item</li>
- <li>An item is available for an item level hold if<br/>
- <ul>
- <li>it is not lost AND,</li>
- <li>it is not marked not for loan AND,</li>
- <li>it is not withdrawn AND,</li>
- <li>it is not damaged (unless the AllowHoldsOnDamagedItems system preference is ON), AND</li>
- <li>it is not on loan (unless the AllowOnShelfHolds system preference is ON)</li>
- </ul></li>
- <li>
- <span style="background-color: #ffe599">
-TIP: If independent branches is on and the canreservefromotherbranches system preference is OFF, a staff operator is prevented from placing an item-level hold request on an item from a different branch</span></li>
- </ul></li>
- <li>To confirm the hold, click 'Place Hold'</li>
- </ul></li>
- </ul>
-
-
-<h3>Reordering holds</h3>
-
- <ul>
- <li>Hold priority can be altered by viewing the holds for the title</li>
- <li>To view holds on a title, click the 'Holds' tab on the left</li>
- <li>By changing the priority number a patron can be moved up or down on the list of holds</li>
- </ul>[% INCLUDE 'help-bottom.inc' %]
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+
+<h2>Placing Holds in Staff Client</h2>
+
+<p>There are several ways to place holds from the staff client. The most obvious is using the 'Place Hold' button at the top of any bibliographic record.</p>
+
+<p>You can also click the smaller 'Place Hold' link found at the top of your catalog search results, or the 'Holds' link found below each result.</p>
+
+<p>You will be asked to search for a patron by barcode or any part of their name to start the hold process.</p>
+
+<p>If you'd like to search for the patron first and then the bib record for the hold, you can open the patron record and click on the 'Search to Hold' button at the top of the patron record.</p>
+
+<p>After clicking the button you will be brought to the catalog search page where you can find the book(s) you want to place a hold on. Under each title on the results you'll see an option to 'Hold for Patron Name.'</p>
+
+<p>If you want to place a hold on multiple items, simply check the boxes to the left of them and click the arrow to the right of the 'Place Hold' button.</p>
+
+<p>Depending on how many items you choose to place a hold on at once you will see a different place hold form. If you are placing a hold on one bibliographic record you will see a list of all of the items you can place a hold on.</p>
+
+<ul>
+ <li>Enter any notes that might apply to this hold</li>
+ <li>Choose the library where the patron will pick up the item</li>
+ <li>If the patron wants the hold to start on a date other than today, enter that in the 'Hold starts on date' field
+<ul>
+ <li>This option will only appear if the AllowHoldDateInFuture system preference is set to 'Allow'</li>
+</ul>
+</li>
+ <li>If the patron has specified that they don't want the item after a certain date, or if you have limits on hold lengths, you can enter an expiration date for the hold in the 'Hold expires on date'
+<ul>
+ <li>To have expired holds canceled automatically you will need to have the Expired Holds cron job set to run on a regular basis.</li>
+</ul>
+</li>
+ <li>Next choose if you want to place a hold on the next available item or a specific item by clicking the radio button next to an individual item.</li>
+</ul>
+
+<p>If you're placing a hold on multiple items you will be presented with the next available option for all titles. If no items are available for hold it will say so on the confirmation screen.</p>
+
+<p>Once your hold is placed, if you'd like to have Koha forget that you used the 'Search to Hold' function, you can choose to have Koha 'forget' the patron's name by clicking the arrow to the right of the 'Place Hold' button on the search results and choosing the 'Forget' option.</p>
+
+<h2>Managing Holds</h2>
+
+<p>Holds can be altered and canceled from the Holds tab found on the left of the bibliographic record.</p>
+
+<p>From the list of holds you can change the order of the holds, the pickup location and/or cancel the hold.</p>
+
+<p><strong>Note</strong> If you have your AutoResumeSuspendedHolds preference set to "Don't allow" then you will not have the option to put an end date on the hold suspension</p>
+
+<p><strong>Note</strong> Depending on how you have your HidePatronName system preference set the list may show card numbers instead of names in the Patron column like in the image above.</p>
+
+<p>To rearrange or delete holds, simply make a selection from the 'Priority' pull down or click the arrows to the right of the priority pull down.</p>
+
+<p>To delete or cancel a hold, choose 'del' from the menu or click the red 'X' to the right of the hold line.</p>
+
+<p>If you use the priority pull down to rearrange or delete holds you will need to click the 'Update hold(s)' button to save your changes.</p>
+
+<p>Clicking the down arrow to the right of the hold will stick the hold at the bottom of the list even if more requests are made.</p>
+
+<p>For example, your library has home-bound patrons that are allowed to keep books out for months at a time. It would not be fair to other patrons if a home-bound patron were able to check out a brand new book and keep it for months. For this reason, the home-bound patron's hold request would stay at the bottom of the queue until everyone else who wanted to read that book has already done so.</p>
+
+<p>If a patron asks to have their hold suspended you can do so by clicking the Suspend button to far right. If the patron gives you a date for the items to become unsuspended you can enter that in the date box and click the 'Update hold(s)' button to save your changes.</p>
+
+<p><strong>See the full documentation for Holds in the <a href="http://manual.koha-community.org/3.8/en/holds.html">manual</a> (online).</strong></p>
+
+[% INCLUDE 'help-bottom.inc' %]
projects / koha.git / blobdiff