NC Cardinal Support and Staff Education

Overview

As of Evergreen 3.9, the configuration for the layout of the printed Hold Pull List has been moved from Administration > Workstation > Print Templates to Administration > Server Administration > Print Templates. This allows for these Hold Pull List print templates to be managed for all workstations at a branch or system, rather than saving customizations on individual workstations. The new print templates use Template Toolkit 2 instead of AngularJS. All of the data fields available in the original templates can be displayed, sorted, or filtered but their names have changed. This documentation provides details on how to make modifications to your templates. If you don't feel comfortable making these changes yourself, you can always submit a ticket using this page as a reference.

As an example, the default Hold Pull List has the following fields in this order, selected from the list below:

hold.hold_type
hold.title
hold.author
hold.acpl_name
hold.cn_full_label
hold.cp_barcode
hold.p_label

Looking at the Available Data Fields section below, we can see that these translate to:

Hold Type (Is it a Title, Copy or Metarecord hold?)
Title (Title of material)
Author (Author of material)
Name of Shelving Location
Call Number Full Label
Copy Barcode
Monograph Part Label

If you’d like to make changes to these default columns, please choose from the list of available fields below in the Available Data Fields section and provide us the name of the field as you see (in the brackets).

Additionally, you can sort by any of the fields, for instance Shelving Location (hold.acpl_name) and Call Number Sort (cn_label_sortkey)

If you have questions, please let us know.

Formatting Options

TT2 provides a whole suite of virtual methods that can be used to manipulate data in your print template. Below is few common operations.

Text Transformation

List Manipulation

Custom Template example

In this example from Henderson County, you can see that fields from the wide hold are being displayed in the table as well as being used to sort the rows.

[%-
    USE date;
    SET holds = template_data;
    # template_data is an arry of wide_hold hashes.
-%]
<div>
  <style>
    #holds-pull-list-table td,  #holds-pull-list-table th { 
      padding: 5px;
      border: 1px solid #000;
    }
  </style>
  <table id="holds-pull-list-table">
    <thead>
      <tr>
      <th>Shelf Location</th>
      <th>Call Number</th>
      <th>Author</th>      
      <th>Title</th>
      <th>Barcode/Part</th>
      </tr>
    </thead>
    <tbody>
      [%- FOR hold IN holds.sort('copy_location_order_position','acpl_name','cn_label_sortkey') %]
      <tr>
        <td>[% hold.acpl_name %]</td>
        <td>[% hold.cn_full_label %]</td>
        <td style="width: 25%">[% hold.author %]</td>
        <td style="width: 30%">[% hold.title %]</td>
        <td>[% hold.cp_barcode %][% IF hold.p_label %]/[% hold.p_label %][% END %]</td>
      </tr>
      [%- END %]
    </tbody>
  </table>
</div>

Sample Data

This sample JSON will be injected into your template so you can preview it.

[
{"hold_type" : "T", "title" : "Spare","author" : "Prince Harry","acpl_name" : "Adult Large Print Nonfiction","cn_full_label":"B HARRY","cp_barcode":"31781069512794"},
{"hold_type" : "T", "title" : "Christmas in Blue Dog Valley : a novel","author" : "Noblin, Annie England","acpl_name" : "Adult New Fiction","cn_full_label":"F NOB","cp_barcode":"0020660004464"}
]

Available Data Fields

Each list below can be expanded to see the name of each piece of data that the new pull list print template can use.

Hold Information	source: (hold)
Title	(title)
Author	(author)
Request Lib	(request_lib)
Pickup Lib	(pickup_lib)
Request Time	(request_time)
Capture Time	(capture_time)
Fulfillment Time	(fulfillment_time)
Checkin Time	(checkin_time)
Return Time	(return_time)
Prev Check Time	(prev_check_time)
Expire Time	(expire_time)
Cancel Time	(cancel_time)
Cancel Cause	(cancel_cause)
Cancel Note	(cancel_note)
Copy that is Targeted	(target)
Current Copy	(current_copy)
Fulfillment Staff	(fulfillment_staff)
Fulfillment Lib	(fulfillment_lib)
Requestor	(requestor)
User the Hold is For	(usr)
Selection Org Unit	(selection_ou)
Selection Depth	(selection_depth)
Hold Type	(hold_type)
Holdable Formats	(holdable_formats)
Phone Notify	(phone_notify)
Email Notify	(email_notify)
Sms Notify	(sms_notify)
Sms Carrier	(sms_carrier)
Frozen	(frozen)
Thaw Date	(thaw_date)
Shelf Time	(shelf_time)
Cut In Line	(cut_in_line)
Mint Condition	(mint_condition)
Shelf Expire Time	(shelf_expire_time)
Current Shelf Lib	(current_shelf_lib)
Behind Desk	(behind_desk)
Hopeless Date	(hopeless_date)
Hold Status	(hold_status)
Clear Me	(clear_me)
Is Staff Hold	(is_staff_hold)
Note Count	(note_count)
Record Id	(record_id)
Series Title	(series_title)
ID	(id)

Pickup Library	source: (pickup library)
Shortname	(pl_shortname)
Full Name	(pl_name)
Parent Org Unit of Pickup Library	(pl_parent_ou)
Pickup Library Org Unit Type	(pl_ou_type)
ILL Address	(pl_ill_address)
Holds Address	(pl_holds_address)
Mailing Address	(pl_mailing_address)
Billing Address	(pl_billing_address)
Email	(pl_email)
Phone	(pl_phone)
Opac Visible	(pl_opac_visible)
Fiscal Calendar	(pl_fiscal_calendar)
ID	(pl_id)

User Information	Requestor Information	source: (user)	source: (requestor)
Home Library	Home Library	(usr_home_ou)	(rusr_home_ou)
Card	Card	(usr_card)	(rusr_card)
Profile	Profile	(usr_profile)	(rusr_profile)
Usrname	Usrname	(usr_usrname)	(rusr_usrname)
Email	Email	(usr_email)	(rusr_email)
Standing	Standing	(usr_standing)	(rusr_standing)
Ident Type	Ident Type	(usr_ident_type)	(rusr_ident_type)
Ident Value	Ident Value	(usr_ident_value)	(rusr_ident_value)
Ident Type2	Ident Type2	(usr_ident_type2)	(rusr_ident_type2)
Ident Value2	Ident Value2	(usr_ident_value2)	(rusr_ident_value2)
Net Access Level	Net Access Level	(usr_net_access_level)	(rusr_net_access_level)
Photo URL	Photo Url	(usr_photo_url)	(rusr_photo_url)
Prefix	Prefix	(usr_prefix)	(rusr_prefix)
First Given Name	First Given Name	(usr_first_given_name)	(rusr_first_given_name)
Second Given Name	Second Given Name	(usr_second_given_name)	(rusr_second_given_name)
Family Name	Family Name	(usr_family_name)	(rusr_family_name)
Suffix	Suffix	(usr_suffix)	(rusr_suffix)
Alias	Alias	(usr_alias)	(rusr_alias)
Day Phone	Day Phone	(usr_day_phone)	(rusr_day_phone)
Evening Phone	Evening Phone	(usr_evening_phone)	(rusr_evening_phone)
Other Phone	Other Phone	(usr_other_phone)	(rusr_other_phone)
Mailing Address	Mailing Address	(usr_mailing_address)	(rusr_mailing_address)
Billing Address	Billing Address	(usr_billing_address)	(rusr_billing_address)
DOB	DOB	(usr_dob)	(rusr_dob)
Active	Active	(usr_active)	(rusr_active)
Master Account	Master Account	(usr_master_account)	(rusr_master_account)
Super User	Super User	(usr_super_user)	(rusr_super_user)
Barred	Barred	(usr_barred)	(rusr_barred)
Deleted	Deleted	(usr_deleted)	(rusr_deleted)
Juvenile	Juvenile	(usr_juvenile)	(rusr_juvenile)
Usrgroup	Usrgroup	(usr_usrgroup)	(rusr_usrgroup)
Claims Returned Count	Claims Returned Count	(usr_claims_returned_count)	(rusr_claims_returned_count)
Credit Forward Balance	Credit Forward Balance	(usr_credit_forward_balance)	(rusr_credit_forward_balance)
Last Xact ID	Last Xact ID	(usr_last_xact_id)	(rusr_last_xact_id)
Create Date	Create Date	(usr_create_date)	(rusr_create_date)
Expire Date	Expire Date	(usr_expire_date)	(rusr_expire_date)
Claims Never Checked Out Count	Claims Never Checked Out Count	(usr_claims_never_checked_out_count)	(rusr_claims_never_checked_out_count)
Last Update Time	Last Update Time	(usr_last_update_time)	(rusr_last_update_time)
Alias Or First Given Name		(usr_alias_or_first_given_name)
Alias Or Display Name		(usr_alias_or_display_name)
Display Name		(usr_display_name)
ID	ID	(usr_id)	(rusr_id)

User's Library Card	Requestor's Library Card	source: (library card)	source: (requestor library card)
Barcode	Barcode	(ucard_barcode)	(rucard_barcode)
Usr	Usr	(ucard_usr)	(rucard_usr)
Active	Active	(ucard_active)	(rucard_active)
ID	ID	(ucard_id)	(rucard_id)

Copy	source: (copy)
Circ Lib	(cp_circ_lib)
Creator	(cp_creator)
Call Number	(cp_call_number)
Editor	(cp_editor)
Create Date	(cp_create_date)
Edit Date	(cp_edit_date)
Copy Number	(cp_copy_number)
Status	(cp_status)
Location	(cp_location)
Loan Duration	(cp_loan_duration)
Fine Level	(cp_fine_level)
Age Protect	(cp_age_protect)
Circulate	(cp_circulate)
Deposit	(cp_deposit)
Ref	(cp_ref)
Holdable	(cp_holdable)
Deposit Amount	(cp_deposit_amount)
Price	(cp_price)
Barcode	(cp_barcode)
Circ Modifier	(cp_circ_modifier)
Circ As Type	(cp_circ_as_type)
Dummy Title	(cp_dummy_title)
Dummy Author	(cp_dummy_author)
Alert Message	(cp_alert_message)
Opac Visible	(cp_opac_visible)
Deleted	(cp_deleted)
Floating	(cp_floating)
Dummy Isbn	(cp_dummy_isbn)
Status Change Time	(cp_status_change_time)
Active Date	(cp_active_date)
Mint Condition	(cp_mint_condition)
Cost	(cp_cost)
ID	(cp_id)

Copy Status	source: (copy status)
Name	(cs_name)
Holdable	(cs_holdable)
Opac Visible	(cs_opac_visible)
Copy Active	(cs_copy_active)
Restrict Copy Delete	(cs_restrict_copy_delete)
Is Available	(cs_is_available)
ID	(cs_id)

Call Number	source: (call number)
Label	(cn_label)
Label Sortkey	(cn_label_sortkey)
Creator	(cn_creator)
Create Date	(cn_create_date)
Editor	(cn_editor)
Edit Date	(cn_edit_date)
Record	(cn_record)
Owning Lib	(cn_owning_lib)
Deleted	(cn_deleted)
Prefix	(cn_prefix)
Suffix	(cn_suffix)
Label Class	(cn_label_class)
Full Label	(cn_full_label)
ID	(cn_id)

Call Number Prefix	source: (call number prefix)
Label	(ancp_label)

Call Number Suffix	source: (call number suffix)
Label	(ancs_label)

Monograph Part	source: (monograph part)
Record	(p_record)
Label	(p_label)
Label Sortkey	(p_label_sortkey)
Deleted	(p_deleted)
ID	(p_id)

Transit Copy	source: (transit copy)
Source Send Time	(tr_source_send_time)
Dest Recv Time	(tr_dest_recv_time)
Target Copy	(tr_target_copy)
Source	(tr_source)
Dest	(tr_dest)
Prev Hop	(tr_prev_hop)
Copy Status	(tr_copy_status)
Persistant Transfer	(tr_persistant_transfer)
Prev Dest	(tr_prev_dest)
Hold	(tr_hold)
Cancel Time	(tr_cancel_time)
ID	(tr_id)

Hold Cancel Cause	source: (cancel cause)
Reason for cancellation	(cc_label)
ID	(cc_id)

Copy Location	source: (copy_location)
Name	(acpl_name)
Owning Lib	(acpl_owning_lib)
Holdable	(acpl_holdable)
Hold Verify	(acpl_hold_verify)
Opac Visible	(acpl_opac_visible)
Circulate	(acpl_circulate)
Label Prefix	(acpl_label_prefix)
Label Suffix	(acpl_label_suffix)
Checkin Alert	(acpl_checkin_alert)
Deleted	(acpl_deleted)
URL	(acpl_url)
ID	(acpl_id)

Potentials
Other Holds	(other_holds)
Total Wait Time	(total_wait_time)

Notifications
Notification Count	notification_count
Last Notification Time	(last_notification_time)

Other Content
Issuance Label	issuance_label
Copy Location Order Position	(copy_location_order_position)
Relative Queue Position	(relative_queue_position)
Default Estimated Wait	(default_estimated_wait)
Min Estimated Wait	(min_estimated_wait)

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Home → Administration Manual for Libraries → Client & Workstation Setup and Administration → Printed Hold Pull List Print Template Configurations

2.5. Printed Hold Pull List Print Template Configurations

Last Updated 01/23/2023