Sierra Create Lists Basic Training (On-request)

Sierra Create Lists Basic Training (On-request)

Who Should Attend: Anyone who wants to understand the basic information about Create Lists

Type: On-request

Where: The training is online via Zoom video conferencing and meeting software.

Registration: You must register for this training by filling out the online registration form.

Trainer: Tammy Poquette

If you have any questions, email tammy-at-marmot.org. After submitting the training request, you'll be contacted by email to schedule a time and date for the training.

Duration: 1.25 hours

Description

This training is designed to give library staff a basic understanding of the Create Lists module in Sierra, which uses command-based querying or filtering to retrieve data from the Sierra database. Create List review files can be created for patron records, item records, bibliographic records, order records, check-in records, check-in and card records, authority records, course reserve records, and invoice records. 

At the end of the training, you should have a better understanding of where record information is stored and counted; the review file naming conventions; the function of each button in Create Lists; how to start a review file search; how to export a review file search; how to use the "Use Existing Search” feature; and how to use the JSON feature to save a search strategy.

Outlines

Sierra Create Lists Training Outline lists the areas to be shown and discussed during training.

Sierra Create Lists Training Exercises may help to reinforce the training.

Learning and Application Worksheet can be completed after the training and given to a director/supervisor/manager.

Terminology

Fixed-length Fields - may be limited by the code's length, the code's definition, the length of the code name, and the maximum number of codes. Examples of data in fixed-length fields are itypes, icodes, location, ptypes, and pcodes.

JSON stands for JavaScript Object Notation. It is easy for humans to read and write, and for machines to parse and generate. It is based on a subset of the JavaScript Programming Language.

Review File —The Create Lists function enables you to create a list of records called a review file, also known as a bucket.

Variable-length Fields  - contain data that is usually alphanumeric. Examples of data in variable-length fields are free-text notes, addresses, and barcodes.