HomeResource Sharing Best Practice StandardsNC Cardinal Resource SharingGenerating a Holds Pull List

1.3. Generating a Holds Pull List

Generating a Holds Pull List using the XUL client :

Resource sharing is a huge part of what NC Cardinal is about; the sharing of material within the consortium to its patrons. After a library system has joined, migrated, and begun utilizing the ILS, they are permitted to start resource sharing. Within a library system, each branch can now utilize the pull list within Evergreen to gather its local patron’s’ holds and consortium holds as well.

Here is an example of what a library's pull list could look like using the XUL client:

In order to generate a pull list:

1) On the home interface of your system’s Evergreen screen, choose the “Circulation” tab at the top. This will generate a pull down list of tasks.
2) Choose the task “Pull list for Hold Requests”. This should be performed by each and every branch now that you are a part of NC Cardinal.

This screen lists what your patrons have requested as well as what other consortium branch patrons have requested from your particular library.

A small library branch should generate a pull list at least once a day. Medium to larger sized libraries should generate multiple pull lists daily so that a reasonable workflow is established. The library system or each individual branch can choose from three different ways to configure the pull list screen to their liking:

Using the Print Full Pull List - Quick and easy printed pull list that contains the following fields:  Title, Author, Shelving Location, Call Number, and Item Barcode. This method uses less paper than the alternate strategy.
Using the Print Full Pull List (Alternate Strategy) - Pull list with same fields as Print Full Pull List but also includes the Patron Barcode. This list will also first sort by copy location.
Using the Simplified Pull List - Allows for staff to choose what fields to print and the order to print them by using the Column Picker (right click anywhere in the column header). Print the pull list in landscape for larger print and easier to view.

NC Cardinal recommends using the Simplified Pull List for daily pull lists due to more flexibility and choices of holds information.

Here is a Print Full List (Alternate Strategy):

Here is a Simplified Pull List using a Column Picker, from Forsyth County:

Right click anywhere in column header line to obtain Picker.

This is the end result after choosing columns and priority of tabs.

Generating a Holds Pull List using Webby :

To retrieve your Holds Pull List using Webby, select Circulation → Pull List for Hold Requests.

The Holds Pull List is displayed. You may re-sort it by clicking the column labels, e.g. Title. You
can also add fields to the display by using the column picker.

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.

The following options are available for printing the pull list:
• Print Full Pull List prints Title, Author, Shelving Location, Call Number and Item Barcode. This
method uses less paper than the alternate strategy.
• Print Full Pull List (Alternate Strategy) prints the same fields as the above option but also
includes a patron barcode. This list will also first sort by copy location, as ordered under Admin
→ Local Administration → Copy Location Order.
• Download CSV – This option is available from the List Actions button (adjacent to the Page "#"
button) and saves all fields in the screen display to a CSV file. This file can then be opened
in Excel or another spreadsheet program. This option provides more flexibility in identifying
fields that should be printed.

With the CSV option, if you are including barcodes in the holds pull list, you will need to take
the following steps to make the barcode display properly: in Excel, select the entire barcode
column, right-click and select Format Cells, click Number as the category and then reduce the
number of decimal places to 0.
8. You may perform hold management tasks by using the Actions dropdown 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.

NC Cardinal Recommendation :The Holds Pull List should be printed
at least twice a day.

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