Simplified Pull List Interface



The Simplified Pull List Interface allows libraries to specify which pieces of information appear on your pull list and in what order they display and how it's printed.

Customize the list

By default, all available hold record-related columns display in the simplified interface. Columns that are not needed can be unchecked.

  1. Right click in the header row, a Column Picker box opens
    • Each row in the column picker corresponds to a column in the display
  2. Uncheck pieces of data that are not needed
    • Minimum recommended fields are:
      • Shelving Location
      • Call Number Label
      • Author
      • Title
      • Barcode
      • Potential Copies - this will let you know if your is the only copy available to fill the hold, useful in case of missing or damaged materials
  3. For each column, check Auto Width
  4. Scroll all the way to the bottom of the list and click Save
  5. The display will refresh to show just your selected columns

Filter the pull list

If you have a particularly long pull list and you wish to view and print only part of it, you can use the Filter option. Clicking the filter button opens up a dialog box where you can select the column to filter by, the type of filter, and the filter value.

Topic Subject Holds
Service Evergreen
Documentation type Procedure

Includes RT Form? No

Topic revision: r1 - 04 Jun 2015 - 15:23:10 - LindsayStratton

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