Picking List

Updated on 17 May 2024
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The Picking List report lists resources for which there are pending holds, the number of copies currently in the library, and a list of patrons who have reserved them.

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Procedure Note

If you allow your patrons to place holds on items, your staff will need to develop a workflow for how holds are handled. It is recommended that the Picking List be run at the start of each day so that newly placed holds can be gathered from the stacks. Any holds that patrons have previously placed using the Hold for Future Date feature will also appear on this list when their preferred date arrives.

Once items are gathered from the stacks, each resource needs be to Checked In. This process will generate a Hold Slip to place in each item, which will aid your staff in quickly locating the item for checkout once the patron arrives.

Options

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Resources desired on or before - The report will be limited to resources desired on or before the given date. The purpose of this is to exclude including resoruces that are desired for future dates.
Sort By - Select whether you want the report to be sorted by call number or category.

Multi-Location/Branch Library Systems

If your library is part of a system that has multiple locations or branches, the report will be based on the location selected at the top of the page and whether you have selected All Locations or Selected Location Only.

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