Sierra Record Templates Overview Training (On-request)
Who should attend: Anyone who has the responsibility to create, edit, or delete record templates. Anyone who wants to know more about how record templates work.
Sierra Settings: Access to Sierra Admin/Settings. Ability to either create or edit record templates.
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, you can email tammy-at-marmot.org. After you complete the training registration form, you will be contacted by email to schedule a date and time for training.
Duration: 1 hour
Description |
|---|
Discussion on how the loan rule table affects record templates. How changing the invalid text background helps with finding invalid or blank record template fields. This training will cover creating a new template, editing a template, and deleting a template. The record template naming convention will also be discussed. How to add and remove templates from the Preferred & Other Template boxes. Discussion on different ways to prompt for templates using the New Records tab. |
Outlines |
|---|
Record Templates training outline is a list of the areas that will be shown and discussed during training. Record Templates 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. |
Record Templates Terminology |
|---|
Admin/Settings: settings options are grouped into tabs. Each function offers setting tabs specific to the actions it performs. This is where the Record Templates tab is located. |
Always prompt for template - The system prompts you to select a template for each new record you create. |
Loan Rule Table - Defines the parameters Sierra uses to circulate items to patrons. Each loan rule consists of a set of variables that govern many aspects of circulation, which are all configured either entirely or in part by the settings of your library’s loan rules. |
Prompt for template: The system prompts you to select a template when you start a new record session. Available templates appear in alphabetical order by template code. This template remains in effect for the duration of the session. |
Record Templates: A template defines the information to be included in a new record. Record templates are available for every Sierra record type, and a template must be defined for a record type in order to create a record. Record templates are used to create bibliographic, item, and patron records. |