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To export a hold shelf clearance report, in the **Requests **pane, select Actions > Export hold shelf clearance report for [your service point].
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Printing Pick Slips
Page requests are requests for items currently available at the library. In order to fulfil the request, you need to find the item in your library and check it in using the Check in app. This begins the request process in FOLIO. Depending on your library’s workflow, you can identify the page requests that need to be collected using one of two reports: CSV export or pick slips.
Generating a page requests CSV export
The CSV export report can be used as a pick report. A pick report shows all paged items that need to be pulled from the shelves.
To create a pick report, follow these steps:
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In the Search & filter pane, select Request type > Pages and Request status > Open - Not yet filled to filter the items down to open page requests.
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In the Requests pane, select Actions > Export search results to CSV.
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Optional: Filter the report by Effective location to see available items within your area of responsibility.
Printing pick slips
The pick slips report generates a single slip for every paged item that needs to be pulled from the shelf. This report automatically prints only those items whose Effective location is associated with the currently selected service point. Therefore, you must be signed in to the service point you want to generate the slips for. If there are no items matching the report’s criteria, the option appears grayed out.
You can configure the information that appears on the pick slips in the Settings app.To print pick slips, in
In the Search & filter pane, select Request type > Pages and Request status > Open - Not yet filled to filter the items down to open page requests.
Select Pickup service point > [your service point].
In the Requests pane, select Actions > Print pick slips for [your service point]. A print dialog appears.
Select Destination printer and Click Print.
Processing Outgoing FCD Requests
Separate requests with a pickup location that matches your service point from all other requests.
Checking in Requests with a Pickup Location matching your Service Point
Select the Check in App.
Scan each barcode.
Confirm the Awaiting pickup for a request pop-up and click Close.
Write today’s date in the upper left-hand corner of the pick slip.
Checking in Requests for other Pickup Locations
Select the Check in App.
Scan each barcode.
Confirm the in transit destination and click Close.
Sort books according to pickup institution.
Running Outstanding Request Report
Generating a page requests CSV export
The CSV export report can be used to identify outstanding unfulfilled requests by service point.
To create an outstanding request report, follow these steps:
In the Search & filter pane, select Request type > Pages and Request status > Open - Not yet filled to filter the items down to open page requests.
Select Pickup service point > [your service point]. One or more service points may be selected.
In the Requests pane, select Actions > Export search results to CSV.
Save and open the file in a spreadsheet application.
Canceling a request
You can only cancel open requests. Once a request is closed, it cannot be cancelled.
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