Picklist

Navigation

There are two tabs available on the Picklist display. The "Available" tab shows the active picklist with holds to pull.  This view is constantly refreshed and any changes to the holds (holds found, holds fulfilled) will be reflected on the Available tab automatically.  The Found tab is a filtered view of only holds on the picklist that are marked Found.  The Found tab includes all holds marked found, whether at your location or other locations, that were on the picklist for your location for that day. 

 Note: When you manually refresh the picklist using the browser Refresh icon or the Refresh button on the picklist, holds on the picklist that are Found (either at your location or at other locations) are removed from the Available tab and appear in the Found tab.

Found/Not found functionality

Found items

If you find an item on the shelf that can fulfill a hold request, you can click the "Found" button to mark the hold request Found.  This action will also update the picklist for all users across all locations within a holds network. A confirmation dialog will also appear with an option to undo the found action. For more information about dynamic updating, see soft (automatic) refresh.

The hold request will remain on the "available" view of the picklist until you refresh the page. At that time, the Found hold request will move to the Found tab. You can undo the Found action in the Found tab at any time on the same day, until the hold request is fulfilled. The holds on the Found tab have an "available" action button.  Marking a hold on the found tab as Available will move the hold from the Found tab back onto the picklist.

Not found items

If an item that fills a hold request cannot be located, staff can use the drop-down menu next to the Found button to mark the item as Not Found. Items marked Not Found within a location will be filtered into the Not Found tab. This makes it easy for staff to search for all Not Found items and, if needed, to link to the item record to mark it Missing.

To mark an item not found in the Picklist:

1. Click the down-arrow next to Found on the hold request.
2. The Not found option will appear. Click Not found to mark the hold as not found for anyone who views the picklist at your location.
3. The hold will immediately move from the Available tab to the Not found tab.

 Note: The holds will stay on the Not Found tab until the hold is fulfilled at another location, the item at your location is checked in or marked Missing, the hold is marked Found, or the hold request is canceled.

Items accidentally marked Not found:

If a hold is accidentally marked as Not found you will have a few seconds to undo the action using the confirmation screen that will appear at the bottom-left corner of the screen. If the action is not undone at this time you can still navigate to the Not found tab and mark the item as Found and then move the the hold back to Available on the Found tab.

 Note: The Not Found feature only marks items Not Found for your local branch (the branch that you are generating the picklist for).  They will not appear as Not Found at other locations.  This lets other locations continue searching for the item to fulfill the hold request.

Automatic clearing of Found flag

An overnight job automatically clears the Found flag from all hold requests and those holds will reappear on the picklist the next morning.  The Found flag is not a hold status, and it does not affect the flow of hold request fulfillment.

Note: There is currently no indicator for Found holds in the staff client, and the Found flag does not appear in the hold record log.  We plan to add the ability to see the Found flag in the client and see found and un-found actions in the log in a future release.

Refreshing the Picklist

There are two types of refresh actions that help keep your picklist updated with the most current data:

Filter criteria

The picklist is populated automatically using default criteria. This criteria can be adjusted by clicking on Filter to expand the filter view.

The default values are the same as the criteria used when running the Shelf List BIRT report.

• Local Branch - The local branch filter determines which branch's items the system uses to populate the picklist. The Local branch field defaults to the staff member's logged in branch.  The field is required and only one local branch can be selected at a time.  The Local branch can be changed by the staff member by typing a branch name in the field or using the down arrow to select the branch from a list.
• Pick up location - The picklist default view includes all pickup locations within the library organization.  Use the checkboxes to narrow your display to any one or more individual pickup locations. This allows you to narrow down the picklist to only display hold requests that will fulfill holds at the selected locations.
• Type - The hold type (the method by which the hold was placed) defaults to R-Holds.  This populates the picklist with all hold types.  To change the hold type, click on a hold type.  Only one hold type can be selected at at time.

To update the filter with your changes, click Apply.

To cancel the filters, click Cancel to return to the default filtered state.

Sort and page options

The picklist can be sorted using a variety of sorting options. The list is sorted by "Walking Route Ascending" by default.

• Walking Route Ascending/Descending - Sorts by the pre-defined walking route configured by the library. If the library has not configured a walking route, then the picklist is sorted by the shelf number.
• Shelf Number A-Z/Z-A - Sorts by the designated sheld numbers defined by the library. 
• Title A-Z/Z-A - Sorts by the title of the item/title.
• Hold Placement Date Ascending/Descending - Sorts by the date in which the hold request was placed.

Page options are located at the bottom of the picklist screen. The default number of records that populate is 50 records per page, but this number can be increased to 100 or adjusted down to 50. You can also navigate through pages by clicking forward or back, or skip to the first or last pages.

View the picklist

Picklist 

Run time: 9:45

This video will show you how to use the picklist in the Wise Console to create a real-time report of items currently on hold.