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Sierra Create Lists Basic Training Outline

Sierra Create Lists Basic Training Outline

Create Lists Basic Outline (Areas that will be shown and discussed during training)

  1. Reasons to Use Create Lists

  2. Variable and Fixed Fields for item and patron records (Search/Holds & Check Out (Circulation Desk) Functions)

  3. Empty vs All vs Current User review files 

  4. Create a search - Search Records 

    1. Review File Name

    2. Store Record Type (Bibliographic, Order, Checkin, Checkin and Card, Authority, Item, Patron, Course, Invoice)

    3. Range, Review, Index, or Advanced (Dropdown)

    4. Operator (AND/OR/NOT)

    5. Type (Depends on Store Record Type) 

    6. Field 

    7. Condition 

    8. Value A & Value B

      1. Group

      2. Ungroup

      3. Insert Line

      4. Append Line

      5. Duplicate Line

      6. Delete

      7. Clear All

        1. Search

        2. Use Existing Search

        3. Retrieve Saved Query

        4. Save

        5. Save As

  5. Overview of Buttons

  6. Explain Sort Records, List Records, Import Records, Export Records, Show Records, and Show Info buttons. Show Sort Records

  7. Show Export Records

    1. Append 

    2. Insert

    3. Apply Saved Export

    4. Save This Export

    5. Browse

  8. Left Sidebar

    1. Save Searches

    2. Saved Sorts

    3. Saved Lists

    4. Saved Exports

  9. Re-running & Editing a Review File

  10. Use Existing Search (Rerun a search using the same review file or run a search off the original search)

  11. JSON Searches (Classic vs Enhanced vs JSON)

    1. JSON to save a search

  12.  Empty Review File