Creating Authorized Selectors

To create authorized selectors, you must be assigned the following permissions:

  • 016 (Read patron suggestions)
  • 161 (View patron records)
  • 162 (Create patron records)
  • 164 (Update patron records)
  • 189 (Maintain selectors list)

See Permissions Used by Sierra for more information.

A selector record is associated with a patron record. The selector record contains acquisitions-related information for creating an order record for an item that is acquired based on a selector's recommendation. Associating selector records with patrons also allows you to notify patrons about the status of their recommended titles or place holds on patron recommendations.

To create a selector record:

  1. Choose Selectors from the Function list.
  2. Retrieve the patron record that you want to associate with the selector information.

The system displays the patron record in the top part of the window and the selector account in the tab below.

  1. Enter information for the Selector parameters as described below. You can enter as much or as little information as you like for each selector.
    • Set the patron's Institution. The default value is the accounting unit for your login. This parameter determines the accounting unit to which orders will eventually be posted.
    • Enter the default Location to which you want to attribute this selector's orders.
    • Enter the default Fund to which you want to attribute this selector's orders. The available funds depend on the Institution field above.
    • Enter a Note. This note is displayed only on the Selector tab and is not used elsewhere.
    • Check the Notify box to set the default preference for email notices sent to the patron for approved or denied recommendations.
    • Check the Holds box to set the default preference for placing holds for this patron for their approved recommendations.
  2. To create the selector record with the parameters you entered, select the Save New button on the Selector tab.