Sierra Workflows

Marmot creates general workflows that contain the Sierra functions. Your Sierra login may have one or more of these workflows. This is a general overview of the functions that may be available for your Sierra login.

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Acquisitions (Acquisitions)

Assigned functions:

• Orders

• Print/Send Orders

• Claim/Cancel Orders

• Print Claims

• Send Claims

• Browse Invoices

• Import Invoices

• Pay an Invoice

• Change Eprice

• Output Vouchers

• Receive

• Create Lists

• Delete Items

• Delete Records

• Transfer Paged Items

• High-Demand Holds

• Manage Holds

• Funds

• Vendors

• Vendor Statistics

• Selection List

• Status Reports

• Statistics

• Fiscal Close

• Data Exchange

• Rapid Update 

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Booking (Booking)

Assigned functions:

• Bookings Maintenance

• Bookings Event Maintenance    

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Cataloging (Full)

Assigned functions:

• Catalog

• Delete Items

• Delete Records

• Create Lists

• High-Demand Holds

• Global Update

• Statistics

• Headings Reports

• Data Exchange 

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Cataloging (Complete)

Assigned functions:

• Catalog

• Create Lists

• Delete Items

• Delete Records

• Statistics

• Headings Reports

• Global Update

• Data Exchange

• High-Demand Holds

• Rapid Update

• URL Checker

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Cataloging (Copy)

Assigned functions:

• Catalog

• Delete Items

• High-Demand Holds

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Circ Academic (Circulation)

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

• Prepare Overdues Report

• Count Use - Portable Reader

• Count Use - Internal Use

• Count Use - Item Use 3

• Count Use - Copy Use

• Course Reserves

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Circ Complete (Circ Complete)

Assigned functions:

• Checkout (Circulation Desk)

• CHECK-IN (NO PATRON)

• Renew (No Patron)

• Search / Holds

• Notices

• Fines Paid

• Manage Holds

• Clear Expired Holds and Holdshelf

• Prepare Overdues Report

• High-Demand Holds

• Delete Items

• Transfer Paged Items

• Create Lists

• Statistics

• Delete Records

• Merge Duplicate Patron Records

• Globally Purge Charges

• Collection Agency

• Count Use - Internal Use

• Count Use - Copy Use

• Count Use - Item Use 3    

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Circ Public (Circ Public)

Assigned functions:

• Checkout (Circulation Desk)

• CHECK-IN (NO PATRON)

• Search / Holds

• Renew (No Patron)

• Notices

• Fines Paid

• Manage Holds

• Clear Expired Holds and Holdshelf

• Merge Duplicate Patron Records

• Count Use - Internal Use 

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Circulation (Administration)

Assigned functions:

• Checkout (Circulation Desk)

• CHECK-IN (NO PATRON)

• Renew (No Patron)

• Search / Holds

• Notices

• Prepare Overdues Report

• Manage Holds

• High-Demand Holds

• Clear Expired Holds and Holdshelf

• Fines Paid

• Transfer Paged Items

• Collection Agency

• Count Use - Portable Reader

• Count Use - Item Use 3

• Count Use - Internal Use

• Count Use - Copy Use

• Merge Duplicate Patron Records

• Delete Records

• Delete Items

• Bookings Maintenance

• Offline File Processing

• Bookings Event Maintenance

• Course Reserves

• Create Lists

• Statistics

• Globally Purge Charges 

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Circulation (Circ +2)

Assigned functions:

• Checkout (Circulation Desk)

• CHECK-IN (NO PATRON)

• Search / Holds

• Renew (No Patron)

• Fines Paid

• Notices

• Manage Holds

• Clear Expired Holds and Holdshelf

• Merge Duplicate Patron Records

• Create Lists

• High-Demand Holds

• Count Use - Internal Use

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Circulation (mvsec)

Assigned functions:

• Checkout (Circulation Desk)

• CHECK-IN (NO PATRON)

• Renew (No Patron)

• Search / Holds

• Notices

• Prepare Overdues Report

• Fines Paid

• Manage Holds

• Clear Expired Holds and Holdshelf

• High-Demand Holds

• Reports

• Create Lists 

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Collection Agency (Collection)

Assigned functions:

• Collection Agency    

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Course Reserves (Course Reserves)

Assigned functions:

• Course Reserves

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INN-Reach (innreach)

Assigned functions:

• INN-Reach - Visiting Patron Check-Out

• INN-Reach - Check-Out to Remote Site

• INN-Reach - Return Unwanted Item

• INN-Reach - Reports 

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Program Registration (prog)

Assigned functions:

• Registration Desk

• Program Management

• Rapid Update

• Create Lists

• Delete Records

• Statistics

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Prospector (Prospector)

Assigned functions:

• INN-Reach - Check-Out to Remote Site

• INN-Reach - Return Unwanted Item

• INN-Reach - Reports 

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Serials (Serials)

Assigned functions:

• Serials Checkin

• Check In Bound

• Receive

• Claiming

• Print Claims

• Send Claims

• Routing

• To Bindery

• Binding

• Vendors

• Delete Items

• Delete Records

• Statistics

• Create Lists

• Coverage Load 

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Related Documentation

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