Administering Setup Options

The options displayed on the Setup menu control various features in Sierra functions.

Add message at checkout (Circulation and ILL only): Determines whether Circulation and ILL display the Add Message button in the Check Out menu of Circulation Desk function. See Checking Out Items and Adding Messages at Checkout.
Add supplements and indexes: Determines whether the system allows you to use separate definitions for issues, supplements, and indexes. If you choose not to enable this option, all pieces of a serial are treated as issues. Although this option can be enabled on a login-by-login basis, Innovative recommended that you enable or disable this option for all logins. See Issues, Supplements, and Indexes.
Allow item creation: Determines whether the user can create item records while checking in serial issues. See Creating Item Records during Serials Check-in.
Always show check-in dialog: Select this option to always display the Check-in Box dialog when checking in serials. Note that, regardless of this setting, the Check-in Box dialog always displays if the Checkin card box lacks a Cover date or enumeration level values. See Checking in Serials.
Always show check-in dialog during SISAC checkin: If your library has the optional SISAC (previously known as SICI) barcode searching feature this option will display. Select this option to always display the Check-in Box dialog when checking in serials using SISAC retrieval of the bibliographic record. Note that, regardless of this setting, the Check-in Box dialog always displays if the Checkin card box lacks a Cover date or enumeration level values. See Retrieving Bibliographic Records and Checking in Serials.
Attendance Management Options (Program Registration only): Determines the method used for tracking attendance in Program Registration. You can choose to record the patron information for each seat in the session (Track individuals), record only the number of individuals attending the session (Enter Total), or choose on a session-by-session basis whether to record patron information or the number attending only (Choose).
Collect money for multiple patrons (Circulation & ILL only): By default, when you check in an item for a patron in Circulation Desk function, Circulation or ILL clears the Total box of fines the previous patron accumulated. However, if the Collect money for multiple patrons option is enabled, Circulation or ILL continues to display the fines accumulated by previous patrons. This allows you to collect fines for multiple patrons. See Checking In Items - Patron Present.
Default "Copy EPRICE to Item": If this option is selected, Sierra Acquisitions copies the order record's EPRICE value to the PRICE field in the new item record(s). This option is used when receiving orders and creating items from the Receive menu in the Orders function and in the Receive and Create Items sub-function. See Receiving Orders and Creating Items.
Default receive date to today's date: Sets the default date to today's date when you are receiving items in either the Receive and Create Items sub-function or the Orders function. When this option is not checked, the default date is blank. See Receiving Orders and Creating Items.
Disable barcode validity checking for check-out/check-in: Select this option to disable barcode validity checking when you input a barcode into the Scan Barcode text box. This option is offered only at INN-Reach or ILL sites that have barcode validity checking enabled.
Enable Weak Binding: Determines how the system searches for issues to bind in Binding function. See Determining Which Issues to Bind.
Hide the bibliographic record in the invoice display: Determines, for the default setting, whether the system maximizes the invoice display or splits the invoice display with a bibliographic record/search display. You can override the default display by choosing Show Invoice, Show Bibliographic, or Show Both Panels from the toolbar during invoicing.
Login can edit preferences: Controls whether the user can change his or her preferences using Edit | Preferences.
Prompt to generate claims during check-in: Determines whether the system prompts you to claim late issues when you exit the Card menu after checking in serials. See Checking in Serials.
Recent check-in history: Defines the maximum number of checked-in items (displayed as the names of the patrons who most recently checked in the items) that the system stores in the Recent Check-Ins submenu. The system can display up to 26 recently checked-in items. See Retrieving a Record Using the Recent Record Option.
Recent patron history: Defines the maximum number of patrons that the system stores in the Recent Patrons submenu. The system can display up to 26 recent patrons. If this option is blank, recent patron history is disabled.
Recent Record history: Defines the maximum number of records that the system stores in the Recent Records submenu. If this option is blank, recent record history is disabled.
Recent Search history: Defines the maximum number of searches that the system stores in the Recent Searches submenu. If this option is blank, recent search history is disabled.
Remove claims returned notes for checked-in items: If this option is selected, the system removes the claims returned notes in the patron and item records when the item is checked in. If the option is not selected, the claims returned notes remain in the records regardless of check-in. Note that a change to this option does not take effect until you start a new session.
Restrict Receive and Create Items to locations served: If this option is selected, Sierra Acquisitions restricts the copies that are available for receiving to those with locations included in the Locations Served table associated with the user's login. See Receiving Orders and Creating Items.
Show amount owed in Fines tab: If this option is selected, the system displays the amount of money owed by the patron in the Fines menu. This value is contained in the patron record's MONEY OWED field. If this option is not selected, no value is displayed.
Show Claim All button in Claiming function: Determines whether the system displays the Claim All button in the Claiming function of Sierra Serials and the Claim/Cancel function of Sierra Acquisitions. In serials, the Claim All button allows all late issues for all checkin records in a given range to be automatically found and claimed. In acquisitions, this button starts a scan for all claimable orders within the user-specified range and then provides an estimated number of claimable items. If the user chooses OK, the system places all claimable orders in the Print Claims queue. See Claiming All Late Issues and Claiming and Cancelling Orders.
Show Popup for Print Pull Slip: Determines whether the system displays the Print Pull Slip to Bind dialog when you print pull slips. If you want to queue pull slips for batch printing, you must enable this option. If this option is unchecked, the system does not display the Print Pull Slip to Bind dialog and prints pull slips individually. See Searching for Issues to Bind and Printing Pull Slips.
Show record number in brief record display: If this option is selected, the Innovative record number displays above the brief display of a record at the top of browse displays.
Show preview of posting printouts: Select this option to display a popup during posting that shows a preview of posting printouts; this is also the default setting. If you do not select this option, the popup does not display during posting.
Take item location from checkin record: Select this option to automatically assign the location in the checkin record to an item created during check-in. Otherwise, the item's location will be the default specified in the item record template.
Use 1st order record when claiming: Select this option to automatically associate a claim with the first order record attached to the checkin record. If you do not select this option, order records are not automatically associated with claims.
Use the fund name instead of code in the fund hierarchy display: Determines the display of the fund name on the tree of funds, as well as in the financial reports.
Use the vendor name instead of code in the vendor hierarchy display: Determines the display of the vendor name.