Circulation I Sierra Training Manual - Library Learning

1 Circulation I Sierra Training Manual PrairieCat website: Copyright 2009 by Innovative Interfaces, Inc. This publication is supplied for the exclusive use of customers of Innovative Interfaces with the understanding that it shall not be shown or distributed to anyone outside of the customer's organization without the prior written permission of Innovative Interfaces. This publication may be copied only if the copies are for the exclusive use of staff members of libraries that have purchased the Innovative system . Last PrairieCat Revision Date: 3/12/14 2 TABLE OF CONTENTS Overview _____ 4 Log In _____ 4 Sierra Circulation Window _____ 4 Custom Settings and Preferences _____ 5 New Record Templates _____ 5 Record Structure _____ 5 Review Patron Record Fields _____ 5 Patron Records _____ 6 Sample Patron Record _____ 6 Review Item Record Fields _____ 7 Sierra Circulation Modes _____ 8 Circulation Desk Mode _____ 8 Patron Records _____ 8 Search for a Patron record _____ 8 Create New Patron Record _____ 10 Copy a Patron Record _____ 13 Check Out _____ 13 Check Out Tab _____ 13 Checked-Out Items Tab _____ 15 Fines _____ 15 Collect money _____ 15 View Fines Pai

The Sierra system uses record templates to create new records. A new record template can be configured by the local library to prompt the staff member to fill in specific fields. A new record template can also be configured by the library to ... management software.

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