Sierra Create Lists Basic Training

Who should attend: Anyone who wants to understand the basic information about Create Lists
When: See the training calendar
Where: The training is online using the Zoom video conference and meeting software.  
Registration: You must register for this training by filling out the online registration form. If you have any questions, you can send an email to tammy-at-armot.org.  After you register, a confirmation email will be sent to you with Information on connecting to the online training.

Training Description
This training is designed to provide library staff with a basic understanding of the Create Lists module in Sierra, which is command-based querying or filtering of the Sierra database to retrieve data. Create List review files can be created for patron records, item records, bibliographic records, order records, checkin records, checkin and card records, authority records, course reserve records, and invoice records. The training overview is a list of the areas that will be shown and discussed during training.   At the end of the training you should have a better understanding of where record information is stored and counted;  the review file naming conventions for Marmot; the function of each button in Create Lists; how to start a review file search; how to export a review file search; how to use the Use Existing Search feature, and the how to use the JSON feature to save a search strategy . The training exercises may help to reinforce the training. 

Terminology
Browse Query - Browse Query is available under Search/Holds. It can also be found in the Sierra Functions of Acquisitions (Place Order & Browse Invoices), Catalog, Course Reserve and Serials (Checkin, Checkin Bound and Receive). Use Browse Query for quick searches when you do not want to tie up Create Lists review file or bucket, or you do not need to retain the information or make changes to the items in the review file in Create Lists. Once you close out of Browse Query, your search will be gone. Browse Query can be used for any search done in Create Lists up to 5000 records.
Fixed Fields - may be limited by the length of the code, the length of the code's definition, the length of the code name, and the maximum number of codes. Examples of data in fixed-length fields are itypes, icodes, location, ptypes, and pcodes.
JSON - Stands for JavaScript Object Notation. It is easy for humans to read and write.  It is easy for machines to parse and generate.  It is based on a subset of the JavaScript Programming Language.
Review File - the Create Lists function enables you to create a list of records, called a review file, also known as a bucket.
Variable Fields  - contain data that is usually alphanumeric. Examples of data in variable-length fields are free-text notes, addresses, and barcodes. 
 
Training Resources