Accessing the Request Pull List

The Request Pull List is a list of items to be gathered to fill borrower requests. You can print out the report and use it as a pull list to find the requested items to hold or send to the proper location. (For more information, see Accessing, Saving, and Printing a Report and Filling a Hold Request Made at Another Location.)

You can also use the Request Pull List to delete single or multiple hold requests. (For instructions, see Deleting a Hold Request Using the Pull List .)

If items exist on the list which you do not want to send to another location, you can keep the item and refuse the request. If another location does not fill the request, however, it may appear on your list again.

If you do not respond to the request within twenty-four hours and there is another location with the title checked in, the request will automatically be transferred to the other branch’s Request Pull List. If the other branch does not fill the request, then the request may appear on your list again.

Occasionally, requested items with statuses that have been changed from “checked out” to “checked in” through a Day End process are placed on this report, even if the request was placed at your branch. These requests can be filled in the same manner as you fill other requests on this report.

The Pull List is affected by the Transit Location Group parameter. An item will not be added to the pull list if the hold pickup location is not in the transit location group of the current location and there is another item within the pickup location's transit location group that can satisfy the hold. See "Setting Up Transit Location Groups" in the Circulation Setup Guide for more information.

To access the Request Pull List report

Choose Requests, Request Pull List in the Circulation Reports process.

Here is an example of the Request Pull List list window:

 

If the Request Pull List window displays the message “Using Location Priority” in the header, your system administrator has specified that Horizon sorts requests on the Request Pull List according to location priority. In other words, Horizon matches borrower requests to the owned items of the borrower’s chosen pickup location before sending an item to another location. This minimizes the number of transit holds at your library.

If the Request Pull List window uses the Location Priority setting, you must click the List Pulled button at the bottom of the window before you check in items to fill requests. When you click this button, Horizon binds each request in the Request Pull List to the item’s owning location.

 


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