Circulation

CARL

Bulk Delete Workaround NEW [pdf]
CARLX Shortcuts [pdf]
Damaged Items Workaround [pdf]
Hold Limits and Exceptions UPDATED [pdf]
Loan Rules [pdf]
Municipality List
- By County [pdf]
- By Municipality [pdf]
Notice Schedule
Paging/Pick Lists NEW! [pdf]
Placing Holds NEW [pdf]

Codes

Branches UPDATED
- Branches by Code [pdf]
- Branches by Alpha Name [pdf]
Location Codes [xlsx] UPDATED
- Locations by Code [pdf]
- Locations by Alpha Name [pdf]
Media Codes [xlsx] UPDATED
Media Codes by Code [pdf]
Media Codes by Name [pdf]

Other Useful Stuff

Billing Template [docx]

Contacts

Library Contacts

OWLS Contacts

Patron Update Form - The Blue Form

Use the Patron Update form to notify a patron's home library when a patron record has been changed in Sierra.

Instructions

Activities, notices, reports and statistics
Daily Procedures [pdf]
Exporting High Demand Holds [pdf]
Offline circulation [pdf]
Offline circulation [screen shots]
Offline circulation [video] NEW
Reports and Statistics [pdf]
Short Loan Stickers [screencast]
View holds [pdf]
Running Weeding Lists [pdf] NEW

Circulation Policies and Procedures

Policies

OWLSnet linking patron records policy [pdf]
OWLSnet patron home agency policy
OWLSnet resource sharing policy UPDATED
- resource sharing exceptions [pdf]

Procedures

COVID-19 phone patron registration NEW [pdf]
Clearing the Hold Shelf NEW [pdf]
Collection agency procedure [pdf]
General circulation procedures UPDATED[pdf]
Holds processing [pdf]
Lost and Claims returned [pdf]
- Payment [pdf]
Managing bounced emails [pdf]
- (See also: Patron Not Getting Notices)
Missing
Patron registration procedures UPDATED [pdf]
- User Types UPDATED [pdf]
- Institution cards [pdf]
- Block Statuses UPDATED [pdf]
Short Loan [pdf]
Sierra in the Wild [pdf]
Teacher Card Procedure | Application [pdf]
Transit Slips [pdf]
WALTCO Items Damaged [pdf] | Claim Form [pdf] | Example Claim Form [pdf] UPDATED
Memory Project contributor guide [pdf] | Metadata guide [pdf] | Project profile form [pdf]