HomeCirculation in Evergreen 3.1Holds ManagementPull List and Capturing Holds

10.10. Pull List and Capturing Holds

Pulling & Capturing Holds

Holds Pull List

There are usually four statuses a hold may have: Waiting for CopyWaiting for CaptureIn Transit and Ready for Pickup.

  1. Waiting-for-copy: all holdable copies are checked out or not available.
  2. Waiting-for-capture: an available copy is assigned to the hold. The item shows up on the Holds Pull List waiting for staff to search the shelf and capture the hold.
  3. In Transit: holds are captured at a non-pickup branch and on the way to the pick-up location.
  4. Ready-for-pick-up: holds are captured and items are on the Hold Shelf waiting for patrons to pick up. Besides capturing holds when checking in items, Evergreen matches holds with available items in your library at regular intervals. Once a matching copy is found, the item’s barcode number is assigned to the hold and the item is put on the Holds Pull List. Staff can print the Holds Pull List and search for the items on shelves.
  5. To retrieve your Holds Pull List, select Circulation → Pull List for Hold Requests.

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  6. 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.

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    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.

  7. The following options are available for printing the pull list:

    • Print Full Pull List prints TitleAuthorShelving LocationCall 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.

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      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. The Holds Pull List should be printed at least once a day.


Display Hold Types on Pull List

This feature ensures that the hold type can be displayed on all hold interfaces.

You will find the following changes to the hold type indicator:

  1. The hold type indicator will display by default on all XUL-based hold interfaces. XUL-based hold interfaces are those that number the items on the interface. This can be overridden by saving column configurations that remove the Type column.
  2. The hold type indicator will display by default on the HTML-based pull list. To access, click Circulation → Pull List for Hold Requests → Print Full Pull List (Alternate Strategy).
  3. The hold type indicator can be added to the Simplified Pull List. To access, click Circulation → Pull List for Hold Requests → Simplified Pull List Interface.

To add the hold type indicator to the simplified pull list, click Simplified Pull List Interface, and right click on any of the column headers. The Column Picker appears in a pop up window. Click the box adjacent to Hold Type, and Click Save. The Simplified Pull List Interfacewill now include the hold type each time that you log into the staff client.


Capturing Holds

Holds can be captured when a checked-out item is returned (checked in) or an item on the Holds Pull List is retrieved and captured. When a hold is captured, the hold slip will be printed and if the patron has chosen to be notified by email, the email notification will be sent out. The item should be put on the hold shelf.

  1. To capture a hold, select Circulation → Capture Holds (or press Shift-F2).

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  2. Scan or type barcode and click Submit.

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  3. The following hold slip is automatically printed. If your workstation is not setup for silent printing (via Hatch), then a print window will appear.

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  4. If the item should be sent to another location, a hold transit slip will be printed. If your workstation is not setup for silent printing (via Hatch), then another print window will appear.

    If a patron has an OPAC/Staff Client Holds Alias in his/her account, it will be used on the hold slip instead of the patron’s name. Holds can also be captured on the Circulation → Check In Items screen where you have more control over automatic slip printing.


Handling Missing and Damaged Item

If an item on the holds pull list is missing or damaged, you can change its status directly from the holds pull list.

  1. From the Holds Pull List, right-click on the item and either select Mark Item Missing or Mark Item Damaged.

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  2. Evergreen will update the status of the item and will immediately retarget the hold.


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