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Wiki source code of Checkouts, returns and holds

Last modified by BibOS Admin on 2026/11/14 19:08
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1 A service desk workflow and a short set of scenarios to rehearse.
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3 {{toc/}}
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5 Check the official Koha manual for your installed version.
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7 {{id name="at-the-desk"/}}
8 == At the service desk ==
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10 In Koha, a checkout connects a patron account to an individual item. Returns, renewals and holds follow configured rules. Check that you are working in the correct branch before starting a desk session.
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12 {{id name="daily-workflow"/}}
13 == A consistent desk routine ==
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15 1. Identify the correct patron account and review any relevant account messages.
16 1. Scan the item barcode and read the result before moving to the next item.
17 1. Confirm the due date and explain any blocked action using your library’s policy.
18 1. On return, review the check-in message for holds or transfers and follow the indicated next step.
19 1. Finish the patron session before serving the next person.
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21 {{id name="rehearse-exceptions"/}}
22 == Rehearse the exceptions ==
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24 Use test patrons and items to practise an ordinary checkout, a renewal, a held item, an expired account and an item returned to another branch. Record the expected outcome for each.
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26 Do not treat every warning as a reason to override. Document which staff roles can make exceptions and when they should ask for help. Test these workflows in your Koha environment.
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28 {{id name="sources"/}}
29 == Official references ==
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31 * [[Koha manual: circulation>>https://koha-community.org/manual/latest/en/html/circulation.html]]
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33 == Related guides ==
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35 * [[Planning loan and hold rules>>doc:Guides.setup.loan-rules.WebHome]]
36 * [[Patron accounts and staff access>>doc:Guides.operations.patrons.WebHome]]