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Workflow originally developed by Mavis Molto in 2014. Revised and update by Melanie Shaw and Liz Woolcott.

LOADING MARCIVE FILES IN SIERRA

Download files from Marcive – can just click on them (see download proced)

  1. Find file to load on C drive (IN ORDER) - 069, 070, etc.

  2. Do files IN ORDER (subject & name can be same day)


SIERRA – HEADINGS REPORTS (FUNCTION)

  1. Clear some so <10000a.

    1. Check on total # of headings currently in report by:

    i.
      1. Click on “All”

    ii.
      1. Click on Create

    iii.
      1. Record total # in the spreadsheet AUTHORITY_FILES_loaded-into-Sierra

    iv.
      1. Click on Close and select “NO” – this will prevent deletion of all files

    b.
    1. Delete the “Headings Used For First Time” headings by:

    i.
      1. Click on “Headings used for first time”

    ii.
      1. Click on Create

    iii.
      1. Record the # of headings in the spreadsheet listed above

    iv.
      1. Click on “Close” and select “Yes” to delete all the files

    c.
    1. Delete the Updated Bib Headings

    i.
      1. Click on “Updated Bib Headings”

    ii.
      1. Check on the dates that the headings were generated – they should be the day or two after your last load

    iii.
      1. Record the number in the spreadsheet listed above

    iv.
      1. Click on “Close” and select “Yes” to delete all the files

    d.
    1. Verify that the equation in column G in the spreadsheet adds up to less than 10,000 to proceed. If it is greater, talk with

    Cheryl
    1. the ILS Librarian about additional headings records that can be deleted.

SIERRA – DATA EXCHANGE (FUNCTION)

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