Mobile Worklists App Interface
Most screens in the Mobile Worklists App enable multiple actions. Application screens include:
- Sign In
- Home
- My Lists
- Items in List
- Sorting
- Item Detail
- Import a List
- Select a List
- Create a New List
- Scan
- Settings
Sign In
The Sign In screen is where you sign in and authenticate the device against the Sierra platform.
Home
After you sign in to the app, the Home screen appears. From this screen, you can:
- Work with an existing list
- Create or import a list
- Work with title paging lists (if enabled at your library)
- Check in an item
- Check out an item
- Perform inventory control
- Access settings to sign out, view app information, or set options
- Count internal use
- View diagnostic data for an RFID tag
My Lists
The My Lists screen lists all the worklists you have created in Mobile Worklists or imported from Sierra. Next to each list is the date and time the list was last updated. The time appears in either 12-hour or 24-hour format depending on the time setting on the device.
From this screen, you can:
- Create a new list
- Import a Sierra review file
- Import a title paging list
- Sort lists
- Delete lists
- Email a list
- Export a list
You can also select a list to see the items in the list.
Items in List
When you tap a list on the My Lists screen, Mobile Worklists displays the items in that list. The top entry (which appears in gray text) displays the list's full name, number of items in the list, and creation date and time. The time appears in either 12-hour or 24-hour format depending on the time setting on the device.
For each item in the list, the following information appears:
- Title - The TITLE from the t or 245 field in the bibliographic record.
- Author - The AUTHOR from the a or 100 field in the bibliographic record.
- Location - The location code (up to five characters) and the complete location label for the item location, as defined in the Branches Table.
- Call Number - The CALL # field in the item record. If not present in the item record, the call number comes from the bibliographic record. This element also includes data from the item record's VOLUME field, if present.
- Copy Number - The COPY# field in the item record, if present.
- Barcode - The item barcode.
Refreshing My Lists
To refresh the list details, swipe (pull) down on the list.
From this screen, you can:
- View the items in the list
- Sort items in the list
- Add items to the list
- Delete items from the list
- Check in items on the list
- Flag items for follow-up
- Move items to another list
- Export a list
- Email a list
You can also tap an item to go to the Item Detail screen. To go to the Sorting screen and change the sorting rules, tap .
Sorting
Use the Sorting screen to change the sort order of items in a list. The Sort List by Descending toggle button changes the sort from ascending to descending. You can tap the sorting rules in the order in which you want them applied. When two or more sorting rules are selected, you can slide a rule up or down to change the sort order.
Sorting rules include:
- Date added to list - This is the primary sort applied by default if no other sorting order has been specified either in Sierra or Mobile Worklists.
- Call number
- Title
- Author
- Location
- Starred - When this sorting rule is selected, items marked with a star appear at the top of the list.
Item Detail
Note that the API version affects the item details that appear on this screen. The item details visible to you in the app might differ from the fields listed below.
The Item Detail screen is where you can see details for an item in a list. The field labels reflect your library's customization and language preferences. If a field is empty in the item record, it does not display on the Item Detail screen.
From the Item Detail screen you can:
- Move among the Item Detail screens for the items in a list by tapping the forward or back button.
- View the complete data for the field by tapping . Mobile Worklists displays a truncated view of some fields by default.
- Edit some fields by tapping in the field. See Updating Item Information for a list of fields that can be edited.
Item details include:
- Location - The location code (maximum of five characters) and description (branch name) up to 100 characters
- Call number - The complete call number, including the volume number if the item record has a volume number
- Copy - The copy number indicates the copy of the title that corresponds to the item record
- Barcode - The item barcode
- Title (245 field, subfields a, b, n, p, and s) from the bibliographic record - The first four lines of the title statement
- Author (100 field) from the bibliographic record - The first two lines of the Author field
- STATUS - The status code and complete description
- ITEM TYPE - Item type code and description
- LAST CHECKIN - The last check in date and time
- CHECKIN LOCATION - (Mobile Worklists 4.5 and later) The checkin location name. In prior releases, this field displays the checkin location number associated with the location.
- LAST CHECKOUT DATE - The last checkout date and time
- OPAC MESSAGE - The OPAC message code is displayed
- YEAR TO DATE CIRC - The number checkouts during the current statistical period
- TOTAL CHECKOUTS - The total number of checkouts
- INTERNAL USE - The number of times the item has been used inside the library
- ITEM CODE 2 - The item code 2 is displayed
- ITEM MESSAGE - Item message code
- MESSAGE - Up to two lines of the message are displayed
- INTERNAL NOTE - Up to two lines of the internal note are displayed
From this screen, you can:
- Flag an item for follow-up
- Move an item to another list
- Delete an item
- Check in an item
- Update item's location or status
Import a List
After you choose to import a list from the Add a list option, the Import a List screen displays a list of review files from your Sierra system that you can import. After Mobile Worklists imports the list you choose, you can add items using the Scan screen.
All subsequent list-building actions occur in the List details screen.
Select a List
After you choose the items to move from a list, the Select a List screen appears where you select the destination list or create a new list to which you want to move the items.
Create a New List
The Create a New List screen appears when you have selected items to move from a list, tap Create a New List, or tap Select. When you type a name for the new list and tap OK, the new list contains the moved items.
Scan
The Scan screen allows you to add an item to a list by doing one of the following:
- Scanning a barcode using the device's camera.
- Scanning an RFID tag using a device that supports Near-Field Communication (NFC).
- Typing a barcode.
- Entering a barcode using speech recognition if Apple's Siri or Android's TalkBack functionality is enabled. Speech recognition is a function of the device and its operating system. Refer to the device's documentation for instructions.
If the message Cannot Scan Barcodes appears, go to the device's settings and allow the Mobile Worklists app to access the camera.
Mobile Worklists supports the following barcode formats:
- Codabar
- Code-25
- Code 39
- Code 128
- EAN-13
- Telepen
- Plessey
If your library uses a different barcode format, please contact Innovative.
By default, Mobile Worklists uses Continuous Scanning, which means that you can scan one item barcode after another and remain on the Scan screen until you tap Done. If you disable Continuous Scanning on the Settings screen, the app returns to your list after each item barcode is scanned.
Settings
The Settings screen appears when you tap Settings on the Home screen. This screen provides information about the app and offers multiple options for controlling the behavior of Mobile Worklists. See Viewing and Setting Options for more information.