Search Tips In the Search option drop-down menu Sierra displays a lowercase letter code at the beginning of each option. You can use this code to run any search directly from the main Check Out window. If you are searching for a patron for whom you searched earlier in the session, choose File Recent Patrons in the menu bar in the upper-left corner of the window. Issuing a library card at a branch location Completing the library card application If the borrower says they have never had a card, verify that the person does not already have a card. Enter in the Search field, followed by the patron’s name (last name first), and then “n” check the results for the patron’s name. This allows you a second method of ensuring the borrower has not already been issued a card. Proceed to the steps in “.” Creating a new borrower record in Sierra Note: Once you begin creating a new record you cannot backtrack to a previous entry field. If you need to edit a field you can do so after you have completed creation of the new record. In the Function drop-down menu, choose Check Out (Circulation Desk). Click the New icon (). The Insert Patron Record New Record window displays. – If applicable, select the appropriate template and click Select. From here you will follow the prompts to enter all required information (order below may be slightly different depending on what template you are using. Enter Expiration Date depending on what ptype you are making a card for. Click next. the depending on where the patron lives. Click next. Residnecy Code Tip: You can double-click a code entry field to display a list of codes. Depending on where the cursor is, Sierra will either display options in alphabetical order or by numeric code (for example, in the Patron Type field double-click to “Resident” bring up an alphabetical list of patron types). Enter the Birth Date. Click next.
Search Tips In the Search option drop-down menu Sierra displays a lowercase letter code at the beginning of each option. You can use this code to run any search directly from the main Check Out window. If you are searching for a patron for whom you searched earlier in the session, choose File Recent Patrons in the menu bar in the upper-left corner of the window. Issuing a library card at a branch location Completing the library card application If the borrower says they have never had a card, verify that the person does not already have a card. Enter “n” in the Search field, followed by the patron’s name (last name first), and then check the results for the patron’s name. This allows you a second method of ensuring the borrower has not already been issued a card. Proceed to the steps in “.” Creating a new borrower record in Sierra Note: Once you begin creating a new record you cannot backtrack to a previous entry field. If you need to edit a field you can do so after you have completed creation of the new record. In the Function drop-down menu, choose Check Out (Circulation Desk). Click the New icon (). The Insert Patron Record – New Record window displays. If applicable, select the appropriate template and click Select. From here you will follow the prompts to enter all required information (order below may be slightly different depending on what template you are using. Enter Expiration Date depending on what ptype you are making a card for. Click next. the Residnecy Code depending on where the patron lives. Click next. Tip: You can double-click a code entry field to display a list of codes. Depending on where the cursor is, Sierra will either display options in alphabetical order or by numeric code (for example, in the Patron Type field double-click “Resident” to bring up an alphabetical list of patron types). Enter the Birth Date. Click next.
Sierra%20Circulation%20manual.docx