Sierra Workflows for MLN2 Libraries

Marmot creates workflows that incorporate Sierra functions. Your Sierra login may have one or more of these workflows. This overview details the functions available for your Sierra login. Any workflow created for a specific library should only be used by that library. More general workflows can be utilized by any library. Changes made to a workflow affect all Sierra logins using that workflow.

Library individual codes

Boulder: BPL
Broomfield: MDE
Clearview: CLD
Longmont: LNG
Loveland: LVS

Table of Contents

Acquisitions (acquisitions)

Assigned functions:

Place Orders
Create Lists
Selectors
Print Claims
Browse Invoices
Print/Send Orders
Receive
Pay an Invoice
Claim/Cancel Orders
Batch Cancel Orders
Funds
Vendors
Recommend
Selection List
Status Reports
Statistics
Vendor Statistics
Delete Records
Import Invoices
Fiscal Close
Change Eprice
Foreign Currency

Acquisitions (CLD - ACQ)

Assigned functions:

Place Orders
Status Reports
Print/Send Orders
Selection List
Import Invoices
Batch Cancel Orders
Change Eprice
Claim/Cancel Orders
Create Lists
Fiscal Close
Foreign Currency
Funds
Browse Invoices
Pay an Invoice
Print Claims
Receive
Selectors
Statistics
Recommend
Vendor Statistics
Vendors
Rapid Update

Administration (admin)

Assigned functions:

Create Lists
Statistics
Data Exchange
Rapid Update
Global Update
Delete Records
Coverage Load
Globally Purge Fines
ASAA
Web Master
Web Options
Funds

BPL Circulation (Circulation (BPL))

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Search / Holds
Clear Expired Holds and Holdshelf
Manage Holds
Renew (No Patron)
Notices
Fines Paid
Offline File Processing
Create Lists
Reports
Statistics
Transfer Paged Items
Count Use - Internal Use
Count Use - Item Use 3
Count Use - Copy Use
Catalog

Cataloging (cat)

Assigned functions:

Catalog
Create Lists
Data Exchange
Global Update
Rapid Update
Headings Reports
Delete Records
Statistics
Delete Items
URL Checker

Cataloging (CLD - Cat)

Assigned functions:

Catalog
Data Exchange
Delete Items
Delete Records
Global Update
Headings Reports
Statistics
URL Checker
Load Tables

Circulation ( Circ CheckIn)

Assigned functions:

CHECK-IN (NO PATRON)
Checkout (Circulation Desk)
Search / Holds
Renew (No Patron)
Clear Expired Holds and Holdshelf
Notices
Fines Paid
Create Lists
Manage Holds
Offline File Processing
Transfer Paged Items
Delete Records
Statistics
Merge Duplicate Patron Records

Circulation (CLD - Selectors)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Renew (No Patron)
Clear Expired Holds and Holdshelf
Collection Agency
Count Use - Copy Use
Count Use - Internal Use
Count Use - Item Use 3
Count Use - Portable Reader
Fines Paid
Manage Holds
Notices

Circulation (Circ Checkout)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Clear Expired Holds and Holdshelf
Search / Holds
Merge Duplicate Patron Records
Notices
Manage Holds
High-Demand Holds
Renew (No Patron)
Create Lists
Statistics
Transfer Paged Items
Funds
Count Use - Copy Use
Count Use - Item Use 3
Count Use - Internal Use
Fines Paid

Circulation (circ)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Search / Holds
Renew (No Patron)
Manage Holds
Clear Expired Holds and Holdshelf
High-Demand Holds
Notices
Fines Paid
Collection Agency
Transfer Paged Items
Count Use - Portable Reader
Count Use - Item Use 3
Count Use - Internal Use
Count Use - Copy Use
Merge Duplicate Patron Records
Create Homebound Patron Report
Offline File Processing
Rapid Update
Create Lists
Statistics
Data Exchange
Globally Purge Fines
Delete Records
Reports
Catalog
Funds

Circulation (CLD - PS/CSS)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Renew (No Patron)
Search / Holds
Fines Paid
Merge Duplicate Patron Records
Notices
Clear Expired Holds and Holdshelf
Manage Holds
Count Use - Internal Use
Count Use - Item Use 3
Count Use - Copy Use
Count Use - Portable Reader

Circulation (CLD - SDA Context Only)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Renew (No Patron)
Search / Holds
Clear Expired Holds and Holdshelf
Fines Paid
Manage Holds
Merge Duplicate Patron Records
Notices
Offline File Processing
Transfer Paged Items

Circulation (CLD Circ Plus)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Renew (No Patron)
Search / Holds
Clear Expired Holds and Holdshelf
Collection Agency
Count Use - Copy Use
Count Use - Internal Use
Count Use - Item Use 3
Count Use - Portable Reader
Create Homebound Patron Report
Fines Paid
Globally Purge Fines
High-Demand Holds
Manage Holds
Merge Duplicate Patron Records
Notices
Offline File Processing
Statistics
Transfer Paged Items
Create Lists

Circulation (LVS)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Renew (No Patron)
Search / Holds

Circulation (MDE) (MDE Circulation)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Search / Holds
Clear Expired Holds and Holdshelf
Manage Holds
Fines Paid
Renew (No Patron)
Notices
Count Use - Copy Use
Count Use - Internal Use
Count Use - Item Use 3
Create Lists
Statistics
Merge Duplicate Patron Records
High-Demand Holds
Delete Records
Offline File Processing

Circulation LSV (LSV Circulation)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Search / Holds
Clear Expired Holds and Holdshelf
Manage Holds
Fines Paid
Transfer Paged Items
Renew (No Patron)
Notices
Count Use - Internal Use
Count Use - Copy Use
Count Use - Item Use 3
Statistics
Merge Duplicate Patron Records
Delete Records
Offline File Processing
Create Lists

ERM (erm)

Assigned functions:

Coverage Load
Create Lists
Delete Records
Data Exchange

Financial Administrator (Financial Administrator CLD)

Assigned functions:

Checkout (Circulation Desk)
Fines Paid
Funds
Fiscal Close

INN-Reach (innreach)

Assigned functions:

INN-Reach - Check-Out to Remote Site
INN-Reach - Visiting Patron Check-Out
INN-Reach - Return Unwanted Item
Reports

LNG Select ACQ (LNG Select ACQ)

Assigned functions:

Place Orders
Funds

LSV Acq added functions (LSV ACQ Added)

Assigned functions:

Checkout (Circulation Desk)
CHECK-IN (NO PATRON)
Search / Holds
Global Update
Rapid Update
Data Exchange
Count Use - Internal Use

Program Registration (prog)

Assigned functions:

Rapid Update
Create Lists
Delete Records
Statistics

Public Services (LNG Service Desk - Search)

Assigned functions:

Search / Holds
Checkout (Circulation Desk)