Department

Circulation

Purpose

To be able to block users who have extended overdue items from ordering through ILL

Overview

On or near the first of the month, the circulation manager who handles the Long Term Overdue items will run two lists that will be sent to ILL so patrons who have extended overdue items can be blocked from ordering additional materials from other libraries until their library account is current.

Required Knowledge/Skills

Knowledge of Sierra with  Create Lists access and Google Sheets

Safety Issues/Precautions

N/A

Equipment/Supplies

Access to Sierra and "Sierra/ILLiad blocked patrons" list in Google Drive

Procedure

1. Log into Sierra using personal login information.
2. In the top left-hand corner drop-down menu choose "Create Lists"
3. Find the list that was run the previous month "  xxx Billed" (date range for items searched previous month)
4. Click on "Search Records"
5. In the new box choose "Edit existing query"
6. In the top left box "Review File Name" change the list name to match the month being run.
7. In the query change the dates to the first day and last day of the month being searched.
8. "Search Records"
9. After the list is run double click on the list to view.
10. Add the new names to the list "Sierra/ILLiad blocked patrons" list in Google Drive
11. Check new names in Sierra and using color-coding mark patrons who are no longer with the University.