Sierra Create Lists: Naming Conventions and policies

17 December 2010; updated October 2019

Purpose: The purpose of this document is to explain key issues and local practices for using Sierra Create Lists. For step-by-step directions, see the Sierra Guide: Creating Lists (Review Files) and How Create Lists Works.

Overview: Sierra Create Lists function has many, many uses. It can be found under most/all Functions (top right pull down menu: Circulation, Serials, Acquisitions, Administration, etc.) Because so many staff in both libraries use this function, and because only 80 lists can be saved, it is important for everyone to review their lists regularly and delete any that are not truly needed.

Passwording: To use this function, you must be passworded for function 18. Not everyone who is passworded to create lists is passworded to “own” them (function 186). That option is usually reserved for system administrators.

Key to understanding this function: When you create a list, in reality you are creating a list of record numbers. When you display the records in the list, the latest copy of the record is retrieved. If the record is edited or deleted after you make your list, the changes will be reflected the next time you retrieve the records.

List naming conventions: All lists should begin with one of the following codes:

•CLR, for lists of only Christopher Center records.

•Law, for list of only Law Library records.

•MULTI, for lists of records from both libraries.

•AE, for lists needed to do authority work. (AE stands for Authority Express, our authority work vendors name for our level of service.)

Lists created without this naming convention may be deleted without notification by the “List Police.” (We try to be nice about it and notify.)