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How do I fulfil holds/reservations?

Modified on: Thu, 27 Jul 2023 08:40

Fulfilling Holds/Reservations in Koha

Date: April 19, 2022


Things to remember about holds in Koha:

  • In Koha, reservations and requests are known as Holds.
  • Koha places holds on the next available item. - what this means... Koha prioritise holds placement to available items, so in practice this will mean that if the next available item is at a consortium library the Holds to pull list will request for their copy first, even if you have a copy in your collection but your copy is on loan.
  • Koha will display local holds and consortium holds together, so if the item is available at multiple branches then only the branches where that item is available will see the hold to pull.
  • The item will stay on the list until a library is able to supply the hold.



1. Click on Circulation to enter the circulation module


Click on Circulation to enter the circulation module



2. Click on Holds to pull


Click on  Holds to pull



3. Unfulfilled Holds List

The list of titles will be holds have not been filled.


Unfulfilled Holds List



4. The list displays all current unfulfilled consortium holds


The list displays all current unfulfilled consortium holds



5. Refine results... Library site

Holds can be filtered by library site by going to the bottom of the Libraries column and using the dropdown menu.


Refine results... Library site



6. Refine results… Date

Koha defaults to showing holds placed within the last 3 days, if you wish to view more or less days than this you will need to change the date range in the Refine result box on the left hand side.


Refine results… Date



7. Finding the item

Check the 'Available call numbers' column for the shelfmark


Finding the item



8. The item will need to be 'Checked in' once it has been located


The item will need to be 'Checked in' once it has been located



9. Once Checked in Koha will confirm the hold with the 'Hold found:' message


Once Checked in Koha will confirm the hold with the 'Hold found:' message



10. Click on 'Print slip and confirm' if you have access to a printer

A pop up screen will launch. Click the 'print' button to print the hold notice


Click on 'Print slip and confirm' if you have access to a printer



11. Otherwise click 'Confirm hold' and process the hold as necessary


Otherwise click 'Confirm hold' and process the hold as necessary

 

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