Pull list - better options for printing selected items

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Version 2.3 include a new "Simplified Pull List Interface" which provides some very good needed flexibility to the pull list, and it's nice to have an additional option.

But one thing that would help a lot in the original pull list (and you would think it's possible from looking at the screen, but it isn't) would be to allow you to use the standard SHIFT and CONTROL keys to select multiple items in the list for printing. Right now you can configure the column picker, sort and sub-sort the list, but you then have no option but to print the entire list.

It would be nice to be able to hand select, say, just the adult or children's titles (if you have different staff handling those requests), or select just the ones that are for your own patrons, so as to do them first before getting to the rest of the list if you're busy. You can actually use the SHIFT and CONTROL keys to make those selections, as in most programs, but the selection is not in any way related to what prints out. Being able to print only selected lines would save paper, and give much more flexibility to print only what you need.

The new Simplfied Interface has some nice filtering options, but they're pretty cumbersome to do frequently, and seem to be session-based, so they're not retained for future pull lists.

 

Category

Status: 
In the attic

Comments

Re: Pull list - better options for printing selected items

Moderator

Hi Jeff,

One thing the Evergreen developer community has discussed is the possibility of moving towards one method of printing a pull list rather than maintaining four different ways to print it (the print button that uses the receipt templates, the full pull list, the alternate strategy pull list, and the simplified pull list.) The simplified pull list seems to be the direction where they are encouraging future development.

I wonder if we can think of ways to support this idea in the simplified pull list. Since CTRL- and SHIFT- clicking doesn't currently work in the simplified pull list, I was thinking an alternative might be to supply checkboxes for the titles in the list and then provide an option to print just those that have been seleted. Another option might be to find easier ways to apply the filters that are already available in the simplified pull list or to somehow make them sticky across sessions.

Kathy

Re: Pull list - better options for printing selected items

Moderator

Thanks Kathy - Yes, I agree that the multiple different pull lists is rather confusing and would benefit from simplification. If the new "Simplified Interface" is the direction we're heading, that's fine, if we can try to build in the functionality we need. I'm thinking about it particularly because I just did a screencast on it yesterday, and I think the filtering, while very powerful, is pretty cumbersome to do on a frequent basis. On the other hand, we could solve the problem I mention above simply by finding a way to apply the filter permanently (if so desired). That might be easy to do, or not. But then, if you had for example a library (like mine) where the adult dept does the adult requests and the children's staff does those requests, you could take the time to set up the filters for those users so they never needed to see, or print out, the ones that didn't apply to them. But I also like your checkbox idea, which would be a way to do the same thing on the fly. There'd need to be a way to easily select multiples though. We often have up to 100 items on our pull list at a time, so you don't want to have to tick off checkboxes individually - you'd want to be able to quickly select a range, presumably using standard usage like SHIFT and CTRL.

 

Jeff

Re: Pull list - better options for printing selected items

This is a little beyond the suggestion of this ticket, but another pull list printing feature that would help us out would be a way to group call numbers/copy locations, and then insert page breaks in between them when printing.  The use case (how my library handles the pull list) is this:

One person prints the pull list each morning, and then distributes it to Reference (who pulls adult non-fiction, teen, biography), Circ (who pulls fiction, all A/V, large print, and periodicals), and Childrens (who pulls all kids stuff).  We've created an outside-of-Evergreen method for automatically sorting the appropriate items onto the right pages, and format the pages to print so each department's items all print on separate pages.  Otherwise, we're either having to cut pages into little strips to get the right items to the right departments, or else make multiple copies of each page.

Re: Pull list - better options for printing selected items

Moderator

Brian - This sounds like a slightly different, but similar, use case to our situation. In any case, I think it would be nice for different libraries who have different workflows to either determine and permanently set filters for their specific situations (users/workstations), so that the children's room can always print just what they need, and the adult dept can print with they need, or whatever, AND they could also do the same thing easily on the fly if need be, based on what happens to be in the list at any given moment.

I'm not sure exactly what the best technical/interface solution should be, as long as the functionality is there. But it seems to me that since the pull list is essentially just a table of data fields (like Excel or so many other common programs) that you should be able to use comparably intuitive commands to sort, filter, and select subsets of that data.

Jeff

Re: Pull list - better options for printing selected items

Moderator

Kathy - Another thought occurs to me about the idea of consolidating the different pull list methods (which I think is a good idea in principle) is that I would hate to lose the flexibility of the receipt template functionality to control exactly how the list is formatted for printing - which fields, which order, whether to make something bold or italic for easier reading, what font size, how many records per page, etc. 

I can see us moving at some point toward doing the pull list with a mobile device, and checking off the items as you find them, but for the near future I'm betting that most libraries are still using paper printouts for this activity, and I would hope that any additional development doesn't sacrifice the ability to finely control the look of your printout.

 

Jeff 

 

Re: Pull list - better options for printing selected items

Moderator

I'm going to place this idea in the attic since the web client has a new consolidated pull list. There has also been some discussion about reinstating filtering, possibly in a way that is not as cumbersome to use. Some of these ideas may be relevant to the new pull list, but I would like to see if they are still needs after libraries have a chance to use the new one in production.