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Sierra Circulation Functions Basic Training Outline

Sierra Circulation Functions Basic Training Outline

Agenda for Sierra Check In, Checkout, Renew No Patron and Search/Holds 

Sierra Login & Workflow

  • Where to find the Sierra client

  • Where to find the Workflow information for a Sierra login

Checkout (Circulation Desk) Function

  • Scan or type the patron’s barcode 

  • Hover over the i to see account information (notes and/or messages)

  • Discuss the different patron displays 

  • Scan or type the item barcode 

  1. Change Due Date button 

  2. Click on the Add Message button (This puts a message on the item record)

  • Checked Out tab

    • Viewing item information (Barcode, Title, Due Date)

    • Close the account and enter the name using the letter n before the last name, firstname (i.e., nsmith john)

      • Sierra is a shared system with all Marmot Members, so you will see all other members’ patrons with similar names

    • Close the account and use the Search button to show the dropdown search options

    • Close the account and use the File and Recent Patrons 

  • Checked-Out Items tabs

    • Renew, Claim Returned, Mark Lost Items, Mark Damaged Items, Notes

    • Viewing the Item information (Barcode, Call Number, Location, Title, Due Date, Status) 

  • Holds

    • View Holds, Add Holds, Cancel Holds, Modify Holds, View Cancelled Holds

  • Fines

    • View fines

    • Collect Money, Waive Charges, Add Charge, Fines Paid, Patron notes

  • Check In 

    • Can be used to return the patron’s item without having to switch to the check-in function

 

Check Out Documentation

 

Renew (No Patron) Function

  • Scan the item barcode without needing the patron ID

  • Shows Barcode, Title, Due Date

  • Will either give a new due date, or a message that the item has been renewed too many times

 

Search / Holds Function

  • Choose index to search (Barcode, Title, Author, Journal Title, Keyword, Series Title, Subject, Bib Util No, ISN)

  • Search by Barcode 

  • Search by Title

  • Conduct a search

  • Limiting searches to a location (Use facet or + sign)

    • Facets - Format, Language, Locations facets

    • + Sign - Using the Title Limit box, click on “where item is located” drop-down

      • Type in the letters for your location

      • Click “apply”

  • Use Search / Holds to see who has the item checked out

 

Check In (No Patron) Function