Creating Item Records On-The-Fly

To create an item record on-the-fly, open the item on-the-fly window as follows:

1. Open a patron record in Circulation Desk.
2. Scan a new, unused item barcode. If you do not have a patron record open, Sierra attempts to create a patron record rather than an item record. If you accidentally start to create a patron record, choose the Close icon. Then scan a patron record and rescan the unused item barcode.
   
   Sierra opens the item on-the-fly window.

You can create a new item record on-the-fly in one of two ways:

• Add a New Item Record to an Existing Bibliographic Record
• Add a New Item Record to a Newly Created Bibliographic Record

You can also configure the system to automatically mark the item record as created on-the-fly.

Attaching an Item Record to an Existing Bibliographic Record

To add a new item record on-the-fly to an existing bibliographic record:

1. In the item on-the-fly window, retrieve an existing bibliographic record.
   
   Sierra adds a New Item tab to the bibliographic record display.
   

   If your library has...	then...
   more than one item record template, and the setting Prompt for template or Always prompt for template is selected in the On-the-Fly Records user settings,	select a item record template from the Select Template list.
   only one item record template, or a template is selected in the On-the-Fly Records user settings, or a template was selected previously in the session while creating records of this type, or the Item-on-fly: Defaults for on-the-fly Item records Circulation Option specifies a item template	Sierra automatically uses that template.

2. Follow the steps described in Entering Data into New Records.
   
   When you save the new item record, Sierra creates the item record in its database and checks out the item to the current patron.

Attaching a New Item Record to a New Bibliographic Record

To add a new item record on-the-fly to a bibliographic record that you also create on-the-fly:

1. In the item on-the-fly window, choose the New icon.
   
   Sierra opens the Add New Record window.
   

   If your library has...	then...
   more than one bibliographic record template, and the setting Prompt for template or Always prompt for template is selected in the On-the-Fly Records user settings,	select a bibliographic record template from the Select Template list.
   only one bibliographic record template, or a template is selected in the On-the-Fly Records user settings, or a template was selected previously in the session while creating records of this type, or the Item-on-fly: Defaults for on-the-fly Bib records Circulation Option specifies a bibliographic template	Sierra automatically uses that template.

2. Follow the steps described in Entering Data into New Records.
   
   When you finish creating the bibliographic record, Sierra prompts you to create an item record to associate with the new bibliographic record.
3. Select a template for the new item record, as you would when attaching an on-the-fly item to an existing bibliographic record.
4. To create the item record, follow the steps described in Entering Data into New Records. Sierra does not save the bibliographic record until you successfully create a new item record.
   
   After you save the new item record, the system checks out the item to the current patron.

Indicating an Item Record was Created On-The-Fly

Two circulation options enable you to mark item records as created on-the-fly:

• The Item-on-fly: Allowed & field to set circulation option enables you to configure the system to automatically store a message in the specified item record field that indicates the record was created on-the-fly. If your library has configured this option, the following message displays when an item created on-the-fly is checked in:
  
  ON THE FLY
  
  This message alerts library staff that further editing of the item record might be required (e.g., the item might need to be catalogued).
• The Item-on-fly: Code is circulation option enables you to associate a code with the ON THE FLY message.