Library system administration - details

System maintenance regular tasks

Sierra functions: Create Lists, Global Update, Data Exchange, Admin Corner

• Review new patron records for incomplete info; add pop up in records for missing info

• Delete expired patrons (terminated patron file provided by ITS). Work with Access Services in Copley, LRC and satellite branches to resolve any outstanding patron issues (fines, items out, etc).

• Review new item records put on reserves; suppress or unsuppress records from the catalog as needed.

• Search for new catalog records from Copley and LRC, output MARC to send to Marcive.

• Load newly processed Marcive records in to the catalog

• Periodically check: Sierra record limits, Circuit link, suspicious access attempts by IP address, create list usage

Change management

Sierra functions: Circulation parameters, Rules for Requesting, Sierra admin accounts and permissions.

• Changes/additions to loan rules, email or print notices - eg:

  • Adding new loan rules for Retired Staff and Emeritus Faculty for Copley Library

  • Customizing hold pick up notices for curbside pickup and home delivery services

  • Making reserve items at both Copley and LRC requestable while in person usage is limited

  • Globally updating due dates when needed

• New patron types, locations, item types, eg.

  • Add new locations following Copley renovation

  • Adding new location for Academic Success materials being incorporated in to LRC

• Updates to requestable items via OPAC

  • Work with III to turn all requests on/off during library closure

  • Update configuration for specific items that should or should not be available

• Add and update Sierra user accounts and permissions

  • Usually just 1-2 of these per month. Involves copying existing permissions from another user.

• Any new custom codes for fixed fields in Sierra (eg: Retired Staff patron type; OPAC message for OFF-SITE storage, etc)

• Custom new record templates

  • These are mostly generated for our satellite locations like Media Services, ATS Labs, Creative Zone, who have limited permissions in Sierra.

• Load profile maintenance (these are rarely updated):

  • Updated to ensure EZproxy info is added to new electronic records being added

Enterprise Applications related

• Loading patron file in to Sierra

  • Working with EA when there are issues with our automatic patron load

• Generating patron barcodes

  • Provide usable barcodes to EA to assign to patron accounts

• Student fines to Ann/Student accounts

  • Developing script to automate current patron fines process

• Authentication issues/USDOne

  • Work with with ITS, libraries when users experiencing login issues with any library databases

Scripts/programs - Bryan

• GetItNow

• Iron Mountain requests script (outgoing)

  • Work with Bryan Teague to develop query of Sierra database identifying hold requests on off-site items

• Iron Mountain daily report on NEW/RFL/WTF

  • Work with Bryan Teague to develop query tracking inventory updates between IM and Copley

Vendor tickets

• System down, Bugs, issues, questions

• System upgrades

Vendor info

• Innovative Interfaces - Sierra/Encore

• OCLC

  • EZProxy

  • ILLiad

• Atlas

  • Ares Course Reserves

• Stack map