# IUG Conference 2020 **URL:** https://forum.innovativeusers.org/c/conferences-events/iug-conference-2020/19.md [Latest](https://forum.innovativeusers.org/latest.md) · [Categories](https://forum.innovativeusers.org/categories.md) · [Tags](https://forum.innovativeusers.org/tags.md) --- ## [G04 The System Librarian’s Guide to Going Fine Free](https://forum.innovativeusers.org/t/g04-the-system-librarian-s-guide-to-going-fine-free/335)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:17pm UTC](https://forum.innovativeusers.org/t/g04-the-system-librarian-s-guide-to-going-fine-free/335 "2022-09-18T23:17:15Z")
In 2019, Chicago Public Library went almost completely fine free, eliminating fines on all material except interlibrary loan items and museum passes. The process required quite a bit of work at all levels, but especially… --- ## [L06: Updating Records with Scheduler](https://forum.innovativeusers.org/t/l06-updating-records-with-scheduler/334)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:16pm UTC](https://forum.innovativeusers.org/t/l06-updating-records-with-scheduler/334 "2022-09-18T23:16:27Z")
This “Lightning Round” presentation from Lloyd Chittenden, Marmot Library Network walks through the process of using Scheduler to make regular updates on patron records. Video Presentation Lloyd Chittende… --- ## [R06 Sorting Your Way to Better Circulation: Smart Recalibration--the Future of Materials Handling](https://forum.innovativeusers.org/t/r06-sorting-your-way-to-better-circulation-smart-recalibration-the-future-of-materials-handling/333)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:16pm UTC](https://forum.innovativeusers.org/t/r06-sorting-your-way-to-better-circulation-smart-recalibration-the-future-of-materials-handling/333 "2022-09-18T23:16:01Z")
Our library is using an automated materials handling sorter to recalibrate returned materials as well as to distribute brand new materials. With monthly staff input we are able to adjust the rules fairly easily to accomm… --- ## [Q09 Automating the Authority Control Process](https://forum.innovativeusers.org/t/q09-automating-the-authority-control-process/332)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:15pm UTC](https://forum.innovativeusers.org/t/q09-automating-the-authority-control-process/332 "2022-09-18T23:15:33Z")
Authority control is an important part of cataloging and there are a variety of methods for providing it, ranging from time-consuming manual processes to the time-saving automated. However, automated processes often seem… --- ## [L06 Sierra Tips and Tricks: Create Lists, Macros, Scheduler and Sharing](https://forum.innovativeusers.org/t/l06-sierra-tips-and-tricks-create-lists-macros-scheduler-and-sharing/331)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:14pm UTC](https://forum.innovativeusers.org/t/l06-sierra-tips-and-tricks-create-lists-macros-scheduler-and-sharing/331 "2022-09-18T23:14:51Z")
Join Eeva, Taylor and LLoyd as they give you tips and tricks that can make your life easier! The four presentations are: Wow to Create Lists with Sierra 5.0! Leveling Up in a Shared ILS’ Duplicate Checking Macros with… --- ## [R09 Long Overdue: Going Fines Free at the Saint Paul Public Library](https://forum.innovativeusers.org/t/r09-long-overdue-going-fines-free-at-the-saint-paul-public-library/330)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:14pm UTC](https://forum.innovativeusers.org/t/r09-long-overdue-going-fines-free-at-the-saint-paul-public-library/330 "2022-09-18T23:14:14Z")
On January 2nd, 2019, Saint Paul Public Library eliminated overdue fines on all materials, after a nine-month process of research, staff and community engagement, and policy decisions which restored borrowing privileges … --- ## [G02 Never Been a Joiner: Sierra SQL for the SQL Challenged](https://forum.innovativeusers.org/t/g02-never-been-a-joiner-sierra-sql-for-the-sql-challenged/328)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:13pm UTC](https://forum.innovativeusers.org/t/g02-never-been-a-joiner-sierra-sql-for-the-sql-challenged/328 "2022-09-18T23:13:05Z")
If you want to use Sierra SQL but the word JOIN fills you with despair, then this session is for you. Learn how to use Microsoft Access to build Sierra SQL queries automagically. Using this technique you can build comple… --- ## [J09 Surviving Ransomware](https://forum.innovativeusers.org/t/j09-surviving-ransomware/327)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:12pm UTC](https://forum.innovativeusers.org/t/j09-surviving-ransomware/327 "2022-09-18T23:12:23Z")
Ransomware attacks are more common than you might think. Opening the library to find some or all of your PCs non-functional with a ransom note displayed on the desktop is a very real possibility. The good news is you can… --- ## [K02 Enhance Your Collection With Customer Driven Acquisitions](https://forum.innovativeusers.org/t/k02-enhance-your-collection-with-customer-driven-acquisitions/326)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 11:11pm UTC](https://forum.innovativeusers.org/t/k02-enhance-your-collection-with-customer-driven-acquisitions/326 "2022-09-18T23:11:54Z")
Let customers help shape your library collection by using a customer driven acquisition system! Naperville Public Library loads titles into Sierra for customers to discover and select. By incorporating a CDA process and … --- ## [G03 Remote Collection Maintenance - Reviewing Your Physical Collection Using Custom Reports and Record Sets](https://forum.innovativeusers.org/t/g03-remote-collection-maintenance-reviewing-your-physical-collection-using-custom-reports-and-record-sets/325)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:54pm UTC](https://forum.innovativeusers.org/t/g03-remote-collection-maintenance-reviewing-your-physical-collection-using-custom-reports-and-record-sets/325 "2022-09-18T22:54:28Z")
Developing a consistent and thorough process for collection maintenance is a challenge for all libraries.This session will describe how Sno-Isle Libraries created a data-driven process that is efficient and thorough. The… --- ## [G08 Analyzing the Usability of the University Libraries Digital Repository at the University of Memphis](https://forum.innovativeusers.org/t/g08-analyzing-the-usability-of-the-university-libraries-digital-repository-at-the-university-of-memphis/324)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:53pm UTC](https://forum.innovativeusers.org/t/g08-analyzing-the-usability-of-the-university-libraries-digital-repository-at-the-university-of-memphis/324 "2022-09-18T22:53:24Z")
This presentation will break down the usability issues of the University Libraries Digital Repository at the University of Memphis and will provide recommendations on how Vital can be improved to increase the user friend… --- ## [M09 Updating the University Libraries Classic Catalog at the University of Memphis: A Report on WebPac Refreshing](https://forum.innovativeusers.org/t/m09-updating-the-university-libraries-classic-catalog-at-the-university-of-memphis-a-report-on-webpac-refreshing/323)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:52pm UTC](https://forum.innovativeusers.org/t/m09-updating-the-university-libraries-classic-catalog-at-the-university-of-memphis-a-report-on-webpac-refreshing/323 "2022-09-18T22:52:58Z")
The University Libraries Classic Catalog at the University of Memphis allows users to search the collections in a more traditional manner. After more than a decade of not updating the interface, in July 2019 the Universi… --- ## [R02 Finally Inventory Becomes Easy](https://forum.innovativeusers.org/t/r02-finally-inventory-becomes-easy/322)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:52pm UTC](https://forum.innovativeusers.org/t/r02-finally-inventory-becomes-easy/322 "2022-09-18T22:52:33Z")
A guide to complete the inventory process using Sierra Inventory Control function. You will know how to prepare a shelf list from the call number file in the Sierra database. Process this list and transfer it to the RFID… --- ## [G05 WYSIWYG Spine Labels -- A User Friendly Printing Alternative](https://forum.innovativeusers.org/t/g05-wysiwyg-spine-labels-a-user-friendly-printing-alternative/321)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:52pm UTC](https://forum.innovativeusers.org/t/g05-wysiwyg-spine-labels-a-user-friendly-printing-alternative/321 "2022-09-18T22:52:05Z")
Printing spine and pocket labels directly through Sierra can be a frustrating experience. In theory Print Templates allows you to specify fonts and font sizes, but the process requires many clicks and guess work. Here I … --- ## [Q02 Practical Applications of SierraDNA and Sierra API](https://forum.innovativeusers.org/t/q02-practical-applications-of-sierradna-and-sierra-api/320)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:51pm UTC](https://forum.innovativeusers.org/t/q02-practical-applications-of-sierradna-and-sierra-api/320 "2022-09-18T22:51:34Z")
Join us as we show examples of what can be done using SierraDNA and Sierra API. Public Libraries may find uses for our technical services workflow and materials promotion applications for ordered and newly received mater… --- ## [R04 Make your next Polaris Upgrade as Easy as Ordering Groceries Online (Checklists, FTW!)](https://forum.innovativeusers.org/t/r04-make-your-next-polaris-upgrade-as-easy-as-ordering-groceries-online-checklists-ftw/319)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:51pm UTC](https://forum.innovativeusers.org/t/r04-make-your-next-polaris-upgrade-as-easy-as-ordering-groceries-online-checklists-ftw/319 "2022-09-18T22:51:08Z")
We’ll discuss the Central Library Consortium’s checklist for performing a Polaris upgrade. With over 125 items on the checklist, this will be a comprehensive look at the upgrade process for one of the busiest Polaris ins… --- ## [K06 Making Your Item Records Make Sense](https://forum.innovativeusers.org/t/k06-making-your-item-records-make-sense/318)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:50pm UTC](https://forum.innovativeusers.org/t/k06-making-your-item-records-make-sense/318 "2022-09-18T22:50:37Z")
Pierce County Library System’s item record coding was a legacy from our previous ILS with over 170 collection codes. In an effort to improve customer/staff findability of materials, PCLS conducted a cross-departmental pr… --- ## [L09 Playing With Matches...and More: Recent Changes to Create Lists](https://forum.innovativeusers.org/t/l09-playing-with-matches-and-more-recent-changes-to-create-lists/317)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:50pm UTC](https://forum.innovativeusers.org/t/l09-playing-with-matches-and-more-recent-changes-to-create-lists/317 "2022-09-18T22:50:10Z")
Regular expression searches using the “matches” condition remain one of the most useful features of Create Lists. With Sierra 4.1, Innovative adopted the POSIX standard for its regex engine, enabling extended regular exp… --- ## [J07 Data & Analytics Portal (DAP): A Dapper Solution to Data Disorder](https://forum.innovativeusers.org/t/j07-data-analytics-portal-dap-a-dapper-solution-to-data-disorder/316)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:49pm UTC](https://forum.innovativeusers.org/t/j07-data-analytics-portal-dap-a-dapper-solution-to-data-disorder/316 "2022-09-18T22:49:34Z")
Library data access and analysis is increasingly complex and important. We, a technology service provider for a public library consortium, administer a variety of reporting options for our members (SSRS, SimplyReports, K… --- ## [P02 Doing More With Data: From Acquisitions to Cataloging and Beyond](https://forum.innovativeusers.org/t/p02-doing-more-with-data-from-acquisitions-to-cataloging-and-beyond/315)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:48pm UTC](https://forum.innovativeusers.org/t/p02-doing-more-with-data-from-acquisitions-to-cataloging-and-beyond/315 "2022-09-18T22:48:36Z")
How do you determine which potential titles fill gaps in your collection? This project focuses on Bowdoin College Library’s recent acquisition of 6000 DVD titles from a local DVD rental store. Using Sierra’s Create Lists… --- ## [Q06 Reconnect With Your Alumni and Connect to Donors: Establishing an Alumni Borrowing Program for Your Library](https://forum.innovativeusers.org/t/q06-reconnect-with-your-alumni-and-connect-to-donors-establishing-an-alumni-borrowing-program-for-your-library/314)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:48pm UTC](https://forum.innovativeusers.org/t/q06-reconnect-with-your-alumni-and-connect-to-donors-establishing-an-alumni-borrowing-program-for-your-library/314 "2022-09-18T22:48:05Z")
Is your library thinking about creating a service program for your school’s alumni? This presentation will discuss the law library’s implementation of a borrowing program and subsequent resource sharing service for the l… --- ## [K07 Summer in the Stacks: Our Joint Efforts on Weeding](https://forum.innovativeusers.org/t/k07-summer-in-the-stacks-our-joint-efforts-on-weeding/313)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:47pm UTC](https://forum.innovativeusers.org/t/k07-summer-in-the-stacks-our-joint-efforts-on-weeding/313 "2022-09-18T22:47:37Z")
In the summer of 2019, Spiva Library embarked on a project called Summer in the Stacks. The goal of the project was to engage faculty in evaluating and weeding library collections in certain subject areas. Join us to lea… --- ## [H07 You Do It! Leap into Staff Empowerment\*\*\*](https://forum.innovativeusers.org/t/h07-you-do-it-leap-into-staff-empowerment/312)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:47pm UTC](https://forum.innovativeusers.org/t/h07-you-do-it-leap-into-staff-empowerment/312 "2022-09-18T22:47:10Z")
Your pre-migration training blitz has concluded. You’ve successfully migrated. Now what? After 20 years using a proprietary ILS, the St. Charles City-County Library migrated to Polaris/Leap in January 2019. With 13 bran… --- ## [O03 Implementing Context Users](https://forum.innovativeusers.org/t/o03-implementing-context-users/311)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:46pm UTC](https://forum.innovativeusers.org/t/o03-implementing-context-users/311 "2022-09-18T22:46:36Z")
We recently implemented context users in our 15 branch public library system. This presentation will discuss our implementation process including our motivation, pros, cons, and reccomendations. Presenters and Coordinat… --- ## [M02 Get Your Patrons to Notice: Using Your ILS Data to Conduct Newsletter, Card Renewal & Circulation Notices in Sierra & Polaris](https://forum.innovativeusers.org/t/m02-get-your-patrons-to-notice-using-your-ils-data-to-conduct-newsletter-card-renewal-circulation-notices-in-sierra-polaris/310)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:42pm UTC](https://forum.innovativeusers.org/t/m02-get-your-patrons-to-notice-using-your-ils-data-to-conduct-newsletter-card-renewal-circulation-notices-in-sierra-polaris/310 "2022-09-18T22:42:19Z")
When it came to digitally marketing their library, Syosset Public Library was looking for a way to shake the outdated, “Shhhhh!” dusty books-only image and spread the word about the variety of services offered. Step 1: R… --- ## [J03 Fines Free? Frankly Why Not?](https://forum.innovativeusers.org/t/j03-fines-free-frankly-why-not/309)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:41pm UTC](https://forum.innovativeusers.org/t/j03-fines-free-frankly-why-not/309 "2022-09-18T22:41:49Z")
One year ago the Board of the first member in our consortium voted to have a trial period of no fines on juvenile and teen materials. Since then, it has been a whirlwind of other member library boards following suit rang… --- ## [M05 Paperless Inventory - Sierra & Excel](https://forum.innovativeusers.org/t/m05-paperless-inventory-sierra-excel/308)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:41pm UTC](https://forum.innovativeusers.org/t/m05-paperless-inventory-sierra-excel/308 "2022-09-18T22:41:19Z")
Are you still printing reams of paper to send to front-line staff to inventory your collection? Did you know that using features native to Sierra and a few simple Excel® tips you can send inventory electronically via ema… --- ## [M07 Using Sierra With a Media Center](https://forum.innovativeusers.org/t/m07-using-sierra-with-a-media-center/307)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:09pm UTC](https://forum.innovativeusers.org/t/m07-using-sierra-with-a-media-center/307 "2022-09-18T22:09:49Z")
How do you use Sierra for things other than books? How do you utilize Sierra for circulating multimedia items in a media center? Let us look at how Sierra can keep track of the inventory of equipment and ensure that item… --- ## [P04 Assess to Impress: Using Polaris Data to Curate a User-Driven Collection](https://forum.innovativeusers.org/t/p04-assess-to-impress-using-polaris-data-to-curate-a-user-driven-collection/306)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:07pm UTC](https://forum.innovativeusers.org/t/p04-assess-to-impress-using-polaris-data-to-curate-a-user-driven-collection/306 "2022-09-18T22:07:16Z")
The collection assessment tool developed at Boise Public Library is a scalable method that allows libraries (consortia or stand-alone locations) to analyze their collections at the item-use level using existing statistic… --- ## [N07 Maximizing Your Time Using SkyRiver’s Advanced Features](https://forum.innovativeusers.org/t/n07-maximizing-your-time-using-skyriver-s-advanced-features/305)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [September 18, 2022, 10:00pm UTC](https://forum.innovativeusers.org/t/n07-maximizing-your-time-using-skyriver-s-advanced-features/305 "2022-09-18T22:00:08Z")
In any library, maximizing the efficiency of the Technical Services department is critical. However, ensuring materials are accessible for patrons as quickly as possible while maintaining internal cataloging standards ca… [Next page](https://forum.innovativeusers.org/c/conferences-events/iug-conference-2020/19.md?page=1)