Adding Records to a Review File List

To add records to a review file, you must be assigned permission 018 (Create lists). See Permissions Used by Sierra for more information.

You can add records to an existing review file in the following ways:

Notes
  • If your library's database is scoped, you can set the Create Lists function to do one of the following when the user's login has an assigned scope:
    • Retrieve all records in the database, regardless of their scope.
    • Restrict the retrieved records to those within the current login's scope.
    • Offer a Use scoped range check box allowing the user to select a scoped or non-scoped results set.

See the Create BOOLEAN lists: scope during range Database maintenance option in Set System Options for information on setting this option.

  • If your library uses 880 fields to store romanized and vernacular characters in your database, select (check) the Include equivalent 880s option in the Create Lists tab of Admin | Settings to include both main fields and equivalent 880 fields in searches. This setting also applies to sorting, listing, and exporting in review files.

Appending a Set of Records

To append a set of records to a review file:

  1. Select Create Lists from the Function list.
  2. Select the review file to which you want to add records by selecting its row.
  3. Choose the Append tool from the toolbar.
  4. When prompted, click Yes to continue. The Boolean Search window opens.
  5. (Optional) You can change the title for the review file by entering a new title. The title can be up to 50 characters long.
  6. For most purposes, you must enter your search criteria. If you want to append all records in a range, do not enter any criteria other than the range.
  7. Click Search to begin. If you did not enter any criteria other than the range, the system asks if you want to retrieve all records in the range.
  8. Click Yes to continue.

Adding an Individual Record from Create Lists

To add an individual record to a review file from Create Lists:

  1. Select Create Lists from the Function list.
  2. Select the review file to which you want to add a record by double-clicking anywhere in the row. The review file opens in a new window.
  3. Click Add on the toolbar. A browse window opens.
  4. Retrieve the record you want.
  5. After verifying that you have retrieved the record you want, click Use <record type> Record.
    Adding a Bibliographic Record

    When you retrieve a bibliographic record, you must choose Edit or View from the toolbar before the option to Use this Record appears. Note that double-clicking the bibliographic record in a browse list opens the record, but does not enable you to append the record to your review file list until you choose Edit or View.

  6. When you finish adding individual records, click Close from the toolbar.

Adding an Individual Record from the Record Editor

Adding a record to a review file from the record editor is available in Sierra 6.3 and later.

You can add a record to a review file while viewing or editing it in Sierra's record editor. This feature works in any function where you can access Sierra's record editor. This workflow allows you to quickly add a record to a review file without leaving the function you're currently in.

See Adding a Record to a Review File from the Record Editor for more information.