The Pull List is the list of items that patrons or librarians have requested to be placed on hold or scheduled.
To complete the hold process, use the Pull List to retrieve items from the shelves, then check them in to change their status to On Hold. See Fulfill holds for more information.
If the Fulfill using variant records setting is enabled in Holds and Schedules, Settings, the Pull list will provide any relevant item in the variant record set that is otherwise allowed to fulfill the hold.
Checking in a relevant item will fulfill the hold request. No preference will be given to any of the OCLC numbers in the variant record set. Variant records cannot be removed or added to the set. Contact OCLC Support to report inaccuracies in the variant record set.
Items will not appear on the Pull list if:
You can also use the Digby mobile application to access circulation pull lists sorted by library location. Items scanned are marked as pulled with information about where they need to go next. See Digby app FAQ for more information.
Pull lists can be narrowed down using the available filters at the top of the page. By default, pull lists return all requested items.
Note: Any filters you apply to the pull list are cleared after you select a different branch or log out of WorldShare.
Filter | Description |
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Request Type | The request type of the item on the pull list. Select one of the following options to limit the pull list:
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Shelf Location | The shelf location of the item on the pull list. This filter includes all locations configured as shelving locations for your current branch, including any temporary location assigned to the item. You can use this filter to prioritize or focus on pulling materials from a specific part of your collection by selecting one or more locations from the drop-down list. |
Contains Note: | The item on the pull list contains a note in the hold or item scheduling request. Select one of the following options to limit the pull list:
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Patron Home Institution | The home institution of the requesting patron.
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Pickup Location | The pickup location of the item on the pull list, given the request currently associated with the item. Select one or more pickup locations from the drop-down list. If your library participates in a Circulation group, all pickup locations for your group will appear in the list. |
Approval Status | The approval status of the item on the pull list. Refer to Hold approval and preparation for more information. Select one of the following options to limit the pull list:
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Note: Preferences are retained per your user account.
You can choose the columns that appear on the Pull List.
Field | Description |
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Select All | Adds a selection box on the Pull List screen to allow for the selection of individual requests. |
Title | Title of the item. Includes author and edition statement. |
Request Type | Requests originating from ZFL-server or WorldShare Acquisitions. |
Barcode |
Barcode of the item. A system-generated barcode will be associated with a special request. To fulfill a special request, you must check in the system-generated barcode and then select the barcoded item you wish to use to fulfill the hold. Include a barcode on serial items to display the items Enumeration on the Pull List. If you are using integration with WorldShare ILL or Tipasa, temporary item records are created to represent borrowed items. ILL hold requests will have a system-generated barcode. This value is updated to the barcode you select when you receive the item in WorldShare ILL or Tipasa. |
Public Note |
Contains text a library user enters when placing a hold from WorldCat Discovery. Staff can optionally add or edit a note on any hold request to provide additional details about the user's request before and/or after the hold has been fulfilled. When logged into WorldCat Discovery>My Account via Edit Request, hold notes are visible to patrons. See My Account. |
Staff Note |
Contains text entered by library staff to provide additional details about the request before and/or after the hold is ready for pickup. This column includes both staff hold notes and item schedule notes. The staff hold note will display on the Pull List, Holds for Review report, in the patron's hold queue, and when viewing or editing hold details. The staff note can also be added to the Pull List Entry receipt. |
Patron Home Institution | The name of the requesting patron's home institution. Note: This column is:
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Fulfilment Method | The fulfilment method associated with the request's pickup location. Sort by:
See Branch Locations to learn more about the in-house use fulfilment method. |
Approval Status |
Approval status of the item. Sort by:
Refer to Hold approval and preparation for more information. |
Actions | Available actions to take on the item. |
Icon | Description |
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Can be forwarded () |
Indicates that the item can be forwarded to another branch or institution's pull list.
To forward items:
Libraries in Circulation groups: If you have configured the Prefer available items at the pickup location setting in your Hold Request Policy, additional options are available for forwarding that allow you to forward a hold to other branches of the pickup institution or to your group for fulfillment:
See Circulation policies for group aware libraries for more information. |
Clock () | Indicates that the item has been scheduled. |
ZFL-Server or WorldShare Acquisitions request () | Requests originating from ZFL-server or WorldShare Acquisitions. |
Depending on your assigned staff roles, you can view or edit additional information about a hold or item scheduling request directly from the pull list. See Circulation account roles for more information on the roles that grant request editing and request viewing permissions.
Use the Decline action if you determine that your branch cannot fulfill a hold because relevant items cannot be found, need repair, or should not be shipped.
Declining the hold will:
From the Pull List:
If you are the last branch that could fulfill the hold, you will be asked if you would like to delete the hold. This occurs when:
Special requests occur when the library user wants a specific item, but there is not enough detail for Circulation to select a barcoded item to appear on the Pull List.
There are two types of special requests:
For more information, refer to Fulfill holds, Special requests.
Special requests require special handling to appear on the Pull List and depend on whether the Default Location in the Service Configuration has been configured. Refer to Default Locations for more information.
Special Requests placed in WorldCat Discovery
When the special request occurs without a Preferred Item Location:
Unbarcoded item-level holds
When the special request occurs with a Preferred Item Location: