Category Archives: Create Lists

Create lists/review files – Import records

Create lists has a new feature that allows you to create a review file by importing a file of record numbers. By ‘record number’ this means the Sierra unique record number – the ‘p number’ (patrons), ‘b number’ (bibliographic) etc. … Continue reading

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Create lists/Review file – getting started

To get started, go to the Create Lists function in Sierra 2. Choose an empty review file. These are easy to identify. The Name, Type, Login and Created [date/time] fields will all be blank, the Status is “empty” and the … Continue reading

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Create Lists/Review Files – enhanced version

Did you notice that since our last Sierra upgrade there are some new features available within Create Lists? One of these is the ‘Enhanced’ option. This is a more intuitive way to build your search than the current (‘Classic’) version … Continue reading

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Create Lists/Review Files – Quick Tips – Show Info

When you’ve run a review file and the results aren’t what you expected, use the ‘Show Info’ button to quickly review your search strategy. Suppose I want to find items that have status MISSING or LOST at the Law libraries. … Continue reading

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Create Lists/Review Files – Exporting records 2

In the previous post we looked at selecting data to export. This post will show you how to import the data into Excel. Save and Export The bottom half of the Export screen asks a number of questions about how … Continue reading

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Create lists/Review files – quick tips – change stored record type

Sometimes it’s useful to change the type of record stored in a review file- e.g. from Bibliographic to Item, or Item to Patron. This can be particularly useful if you want to be able to search for data that isn’t … Continue reading

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Create Lists/Review Files – Exporting records 1

Exporting data from a review file The Export Records function in Create Lists allows you to export data from Sierra. Click on your review file and then on the Export Records button to start. Select fields to exported The first … Continue reading

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