Category: Learn!

Sierra Workshops & Meetings

Mobile Worklists – Staff

What: Mobile Worklists makes material handling and management tasks more efficient and makes your staff more productive by making use of mobile technology to reduce the back and forth between the stacks and the desk and cut down on repetitive material handling.

 

When: The app you need is available in the App Store, feel free to load it on your device and start using Mobile Worklists.

 

Why: Mobile Work lists allows the user to Create a list of records in the app, Scan barcodes with the camera on their mobile device, and turn a list into a review file to work with the item records.

Where: On your IOS mobile device* – from there it can go anywhere you need it to.

*System requirements: iPad 3 and up, iTouch 5G and up, and iPhone 4 and up.

 

Getting Started with Mobile Worklists:

  • Download Mobile Worklists Application from Apple App Store. 
  • Enter the site code, which identifies you as part of Mid-Hudson Library System: MHUD
  • Log in with you Sierra Username and Password. This will not use a library license.
  •  

From the opening screen, you can select My Lists or Add a List

My Lists: The My Lists screen lists all of the worklists you have create in Mobile Worklists or imported from Sierra.

Add a List: Selecting the Add a List option allows you to create a new list or import one from Create Lists

To import a list from Create Lists, select Import a List, this will open the Create Lists Review Files –

Tap on the Review File you want to import. The list will be added to your My Lists.

To create a new lists from materials, select Create a New List and scan the items barcode using the devices internal camera.

Working with records:

From My Lists, you can access your lists, tapping on a list title to get to a list of brief information for the records on the list. Tapping on any of the records, will take you to the Item Detail information for that record.

 

From the Item Detail screen you can:

Star the record for identification

Move the record to another list

Delete the record from the list (only deletes the record from the list, it does not delete the item record)

Check in the item (if there are outstanding hold on the item, it will satisfy the hold)

 

Sending Lists to Sierra:

Send a list to Create List by selecting the Send icon at the bottom of the list. Choose the Import to ILS option and Mobile Worklists will send the list to the Sierra server. When you are back in Sierra, go to Create Lists and, within a Review File, click on Copy. Fine your list and click on OK.

Lunchtime Webinar: Various Topics

December 18th|12:00-1:00pm| Sierra Data Entry: How brief is too brief? – ILP Operations Supervisor Thomas O’Connell will offer a lunchtime webinar of training and Q&A.  The topic will be how to create brief bibliographic records paying particular attention to what information is needed in a bib record. This workshop will be beneficial for any staff responsible for entering brief bibliographic or item records in Sierra.

January 24th|12:00-1:00pm| Item Data Entry & how item information affects loan rules – ILP Operations Supervisor Thomas O’Connell will offer a lunchtime webinar of training and Q&A.  The topic will be Item Data Entry & how item information affects loan rules. 

These sessions will take place via a GotoMeeting session and last about 45 minutes. There is a 15 person attendance limit, and pre-registration is required. Log-in information for the webinar will be sent to your email address in advance of the event.

Lunchtime Webinar: Sierra Circulation 101

Friday November 22nd|12:00-1:00pm
Monday December 16th|12:00-1:00pm
Thurday January 23rd|12:00-1:00pm
ILP Operations Supervisor Thomas O’Connell will offer a lunchtime webinar of training and conversation at noon. The topic will be Circulation 101 and is intended for any new staff, or perhaps experienced staff wondering if there are more efficient ways to do things while covering the circ desk. This will be a good time to ask those questions that you have been wondering about…

The session will take place via a GotoMeeting session and last about 45 minutes. There is a 15 person attendance limit, and pre-registration is required. Log-in information for the webinar will be sent to your email address in advance of the event.

Local History & Special Collections Roundtable

Monday, October 21st | 2:00 – 3:00pm | MHLS Auditorium  
Facilitated by Nina Acosta, MHLS Assistant ILP Operations Supervisor

This interactive discussion group brings together experienced staff with those wanting to learn more about digitizing local history materials. This session will feature a brief presentation on the Hudson River Valley Heritage (HRVH) & NY Heritage websites by SENYLRC’s Digital Services Librarian, Jennifer Palmentiero followed by group discussion.
Discussion topics may include, but are not limited to:

·        Digitization workflows

·        Setting priorities and goals

·        Metadata

·        Promoting collections

Sierra Users Group met August 23rd

The Sierra Users Group offers an opportunity for staff, who use Sierra, to come together with peers from other libraries to discuss the platform and share Ideas.  The meeting was preceded by a 1 hour training session which was optional to attend.  The 2 hour User Group meeting consisted of release updates, feature showcases and a forum for sharing.
 
The kickoff meeting included:
  • Training event: an introduction to Print templates and customizing a hold pickup notice. 
  • Introduction to the Sierra Roadmap, and the New knowledgebase website.
  • “Inspire” – Innovative’s next generation Discovery platform that will replace Encore.
  • Open Forum | Ice Breaker topic: Training staff

Power Point Presentation