Adding Copies to Selection List Records

To add copies to selection list titles, you must be assigned permission 70 (Add orders to selection records). See Permissions Used by Sierra for more information.

Using the Selection List function, branch staff can add the number of copies of each title (along with fund and location information) that are needed at their branch. You can also edit or delete existing selection list entries using this function.

  1. Choose Selection List from the Function drop-down list.
  2. Choose the subset of records to search and select Start. Sierra displays all orders records with a STATUS of '1' which match your search.
  3. Select the row of one of the order records in the list and choose Select. The system changes to the Selection List tab within the order record display. If another selector has accessed the same order record, you will not be able to add copies, as indicated by the buttons that are grayed out on the Selection List tab. The system also displays a Record is Busied message on the status bar at the bottom of the window.
    Multiple Selector Access

    If you have the Multiple Selector Access option enabled, Sierra does not lock the order record upon entering the Selection List tab. This option allows multiple selectors to access the same record simultaneously without locking the record. If you access the Record tab, however, you will lock the record for other selectors until you exit.

    To enable this option, contact Innovative

To switch between the box view and line view on the Selection List tab, place the cursor over one of the selections and use the right mouse menu. (You can set the default display in the Edit tab.)

  1. Choose either Add to order copies for a single location, or Add Group to order copies for multiple locations using a Multiselection Group.
    Add
    If you use the Add method, edit the entry you added. In box view, make your entries in the Edit dialog that displays. In line view, edit the row in place. In either case:
    1. Enter a location and fund.
    2. Enter the number of copies. A maximum of five characters is allowed in this field.
    In Box view, you must choose OK to confirm your selections.
    Add Group
    If you use the Add Group method, Sierra either automatically populates the table with the combinations of locations, funds, and number of copies defined for that Multiselection Group; or, depending upon the default settings for your login, prompts you to choose a Multiselection Group. If prompted, select a name from the resulting dialog and choose OK.
    Notes about Adding Copies
    • If you have Preferred Funds and Locations set up, the system limits the funds and locations available to you while adding copies in the Selection List tab.
    • Sierra uses different colors to distinguish between types of entries in the Selection List tab. For example, the system changes the color of the line or box after you make a complete entry that includes location, fund, and copies. Likewise, the system uses a separate color to flag entries that you are prevented from editing based on the location and fund settings.
  2. When you are finished entering your selections, choose Save from the toolbar.

    Record In Use Message

    If you have the Multiple Selector Access option enabled, you may see the message Update unsuccessful. The record is currently in use by the system. Please try again later. This message appears when multiple users are adding copies to the same order record in the Selection List tab and are trying to save at the same time. Wait a few moments for the record to free up and try to save again.


  3. To go to the next record, choose Next from the toolbar. To return to the list of selection titles, choose Close from the toolbar. If you have not yet saved your changes, choose OK when prompted.

Editing or Deleting Selection List Entries

After creating a selection list entry, you can edit or delete it at any time up until the order is placed. Note that if you have location and fund prefixes set up, you cannot edit or delete entries for another selector. See How Fund and Location Prefixes Affect the Selection List Process for more information.

To edit or delete an existing selection list entry:

  1. Choose Selection List from the Function drop-down list.
  2. Choose the subset of records to search and select Start. Sierra displays all orders records with a STATUS of '1' which match your search.
  3. Select the row of the order record containing the entry you want to edit or delete and choose Select.
  4. On the Selection List tab, do one of the following:
    Editing an entry
    Click in the cell you want to edit and enter the new value. Note that you can double-click in the Location and Fund columns to bring up a list of possible values.
    Deleting an entry
    Select the entry you want to delete and choose Delete.
  5. When finished, choose Save. To return to the list of order records in the selection list, choose Close.
See also:
Retrieving More Information about a Selection List Title