Meeting Recording for 07/08/2025

ASC Agenda – July 8, 2025

Topics for Both MLN1 and MLN2

  • Brief introductions
  • ASC member list
    • Additions or deletions for your library
    • Voting Members (spreadsheet sent by email)
  • Call for ASC Chair
  • LX Starter
    • Generic text in notices
  • Repeated Bills
    • Repeated Bills Functionality:

Sierra 6.1 introduced the Repeated Bills functionality. You can send repeated bills to patrons who haven't paid the original bill within a specified period. Sierra can send repeated bills for lost or unreturned items; adjustment bills are not supported. Both MLN1 and MLN2 will need to decide on the following parameters before we turn them on, as this is a system-wide setting:

  • How many repeated bills should be sent
  • The interval between the bills

Repeated bills would be another notice job that would be sent from Sierra, so you do not have to utilize it if it is turned on on the server. However, if it is turned on, your patrons may receive repeated bills from other libraries that utilize the functionality. Additionally, the notice text for repeated bills can be customized. 

  • Patron Record Copying
    • For ease of record creation when you're creating several similar patron records at once, you can use the Copy a Patron Record functionality. Marmot's documentation on this functionality can be found here:  https://marmot-support.atlassian.net/wiki/x/bQCFLQ

We have flexibility over the fields that can be copied. Here are the current copied fields on both MLN1 and MLN2:

  • ADDRESS
  • ADDRESS2
  • EXP DATE
  • HOME LIBR
  • PAT AGENCY
  • PATRN NAME
  • TELEPHONE
  • TELEPHONE2

Here are the fields that I've verified that we can add:

  • EMAIL ADDR
  • LANG PREF (MLN1)
  • NOTICE PREF
  • PCODE4 (shoutbomb indicator for MLN2)
  • Shoutbomb Notice Preference (field w - MLN1)
  • UNIQ ID
  • ZIP

We can also remove fields if they're not helpful (such as patron name). If you have multiple patron record templates assigned to your login, you will be asked to select the correct template. If you use a template with a default value for a copied field, Sierra assigns the default value from the template to the copied field. If the template does not have a default value for a copied field, Sierra copies the value from the patron record or leaves it blank.

MLN1 Specific (None)

MLN2 Specific

  • Clearview Library District implementation
    • Clearview Library District Joining MLN2
    • Clearview will be joining MLN2 as a lending and borrowing library this Fall, with a go-live date of October 28th, 2025. We've compiled an FAQ document, but please let us know if you have questions that are not covered in the document. 
Meeting Date: 
Tuesday, 2025, July 8
Documentation Type: 
Meeting Recording
Committees: 
Access Services Committee