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OCLC Support

Pull Slip

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Create this notification template to print a Pull slip when printing select items from the Pull List.

The Pull Slip is used when printing select items from the Pull List (rather than printing the entire list). Once configured, the Pull Slip can be printed directly from the Circulation UI using the Print button (with Receipt set to Network printer) on the Pull list screen. The Pull Slip cannot be enabled until the template is complete.

The Pull Slip is not available via email, only using Network Print and Point of sale (POS). The Pull Slip template configured under Next-Generation Notifications > Templates > Item management slips is for Network Print only. For the POS template, see Pull Slip (POS).

No notification scheduling is used for this template, and only a single template can be configured for this notification type per institution (one each for Network Printing and POS). 
 

 Caution: When a library enables a Next-Generation Notification, its corresponding legacy notification(s) will be disabled (if they had previously been enabled). For Group Aware libraries, OCLC recommends coordinating a single rollout window for Next-Generation Notifications across the consortium to avoid patrons experiencing mixed notification experiences when borrowing from multiple libraries.


Create the Pull Slip template

To access Item management templates, navigate to Service Config > WMS Circulation > Next-Generation Notifications > Templates > Item management slips.  
 

To create the template:

  1. From the Item management slips screen, select Pull Slip from the Create template drop-down.
  2. Optional. Enter a Header and/or a Footer for your notification. Click Edit underneath each section to be edited.
    • 50,000 character limit for each. 
    • To add a web link to the Header or Footer, enter ${ and type the Name of the desired web link as configured in the Manage web links screen into a text block. Select the web link based on the name configured.
    • To add additional data fields, use the ${Data Field form to enter the desired information. Example: ${Item Barcode
  3. Click Save.
  4. Add Slip Details. 
    1. Choose how to format the block details. Formatting type options include:
      • Simple List: Aligned list of data objects in the order specified by the template.
    2. Enter the desired Data fields to include in the template. 
      • Refer to Manage field labels for a description of the available fields.
      • Available data fields:
        • Author
        • Edition
        • Language of Material
        • Material Format
        • OCLC Number
        • Publication Year
        • Publisher
        • Title
        • Title (20)
        • External Request ID
        • Hold Pickup Location
        • Hold Placed Date/Time
        • Hold Public Note
        • Item Barcode
        • Item Call Number
        • Item Description
        • Item Enumeration and Chronology
        • Item Holding Institution
        • Item Holding Location
        • Item Shelving Location
        • Patron Filing Name
        • Patron Full Name
        • Fulfillment Method
        • Hold Approval Status
        • Hold Forwarding Level
        • Hold Preparation Status
        • Hold Request Scope
        • Hold Staff Note
        • Item Last Seen Location
        • Proxy Indicator
        • Request Type Indicator
        • Schedule Staff Note
        • Item Schedule Placed Date/Time
      • Drag the data fields up and down to change the order in which they appear. 
  5. Click Save.
     

Enable the Pull Slip template

Enable the template on the Enable notifications type screen.

 Caution: Do not toggle the Enable notifications section to On for the above notification until you have completed all the required fields in the template.