Home → Holds Management in Evergreen → Pulling and Capturing Holds → The Pull List
5.1. The Pull List
Last Updated 04/20/2026
Working with the Holds Pull List
On This Page
When a title is targeted for a hold request, it appears on the library's constantly updated Pull List. Staff should check this list at least once a day and preferably twice. The Pull List can be accessed through the Circulation menu. Users can adjust the list's scope by changing the Pickup Library or Shelving Location, and can customize the display in the Evergreen grid by sorting columns and adjusting visible fields. Staff can perform various actions on the list, such as canceling or modifying holds, marking items, and retrieving patron information. Options for printing include printing all holds, selected rows, or downloading as a CSV file.
When a specific copy of a title is targeted to fulfill a hold request, it appears on the owning library's Hold Pull List. The Holds Pull List is updated constantly. Once an item on the list is no longer available or a hold on the list is captured, the items will disappear from the list.
Staff must check this list at least once a day, but NC Cardinal recommends checking it twice!
Retrieving the Pull List
To retrieve your Holds Pull List, select Pull List for Hold Requests from the Circulation menu.
Scoping the Pull List
You may perform three actions to change the scope of the materials listed:
- Change the branch for which you're pulling holds:
- Limit the list to local holds, holds for speciifc branches, or holds for resource sharing by chaning the Pickup Library:
- Limit the list to only items in specific shelving locations:
Sorting the Grid
The list is shown in an Evergreen grid, which allows you to change the view in a variety of ways.
- Re-sort it by clicking the column labels, e.g. Title.
- Add fields to the display or remove them by using the column picker.
- Change the width or display order of the columns from the grid management menu.
- Change the number of rows visible on one page.
Note: Column adjustments will only affect the screen display and the CSV download for the holds pull list. It will not affect the printable holds pull list.
Actions for the Pull List
Staff can perform a variety of actions to the items on the Pull List.
Hold Actions
- Cancel Hold
- Find Another Target
- Modify Hold(s)
- Print Holds
- Show Hold Details
- Transfer to Marked Title
Item Actions
- Mark Item Damaged
- Mark Item Discard/Weed
- Mark Item Missing
- how Last Few Circulations
Patron Actions
- Retrieve Patron
Show Actions
- Show Holds for Title
Printing the Pull List
The following options are available for printing the pull list:
- Print Holds prints Title, Author, Shelving Location, Call Number and Item Barcode.
- Print Full Grid prints whatever columns are visible in the pull list. This optin prints all rows.
- Print Selected Rows prints the visible columns in teh grid, but only the rows staff select.
- Download CSV saves all rows and all visible columns to a CSV file. This file can then be opened in Excel or another spreadsheet program.