Sierra Record Templates Overview Training

Who should attend: Anyone who has the responsibility to create, edit or delete record templates. Anyone who wants to know more about how record templates work.
Sierra Settings:  Access to Sierra Admin/Settings. Ability to either create or edit record templates.  
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-marmot.org.  After you register, a confirmation email will be sent to you with information on connecting to the online training.
Trainer: Tammy Poquette

​Training Description
Discussion on how the loan rule table affects record templates. How changing the invalid text background helps with finding invalid or blank record template fields.  This training will cover creating a new template; editing a template; deleting a template. The record template naming convention will also be discussed. How to add and remove templates from the Preferred & Other Template boxes.  Discussion on different ways to prompt for templates using the New Records tab.  The training outline is a list of the areas that will be shown and discussed during training.   The training exercises may help to reinforce the training. 

Training Resources

Terminology
Admin/Settings - Settings options are grouped on tabs.  Each function offers Setting tabs specific to the actions it performs.  This is where the Record Templates tab is located.
Always prompt for template - The system prompts you to select a template for each new record you create.
Loan Rule Table - Defines the parameters that Sierra uses for circulating items to patrons.  Each loan rule consists of a set of variables that govern many aspects of circulation, which are all configured either entirely or in part by the settings of your library’s loan rules.
Prompt for template - The system prompts you to select from a list of templates when you start the new record session. Available templates appear in alphabetical order by template code. This template remains in effect for the duration of the session.
Record Templates - A template defines the information that will be included in a new record. Record templates are available for every Sierra record type and a template must be defined for a record type in order to create a record. Record templates are used to create bibliographic records, item records, and patron records.