# IUG Conference 2022 **URL:** https://forum.innovativeusers.org/c/conferences-events/iug-conference-2022/21.md [Latest](https://forum.innovativeusers.org/latest.md) · [Categories](https://forum.innovativeusers.org/categories.md) · [Tags](https://forum.innovativeusers.org/tags.md) --- ## [The MORE the Merrier](https://forum.innovativeusers.org/t/the-more-the-merrier/525)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:18pm UTC](https://forum.innovativeusers.org/t/the-more-the-merrier/525 "2022-10-18T22:18:49Z")
In 2021 the MORE consortium added 2 new libraries to their system and will be adding back a technical college in 2022. The presenters will share how they prepared, both the system and the libraries, for joining, checklis… --- ## [Solutions to two issues with Marcive authority process](https://forum.innovativeusers.org/t/solutions-to-two-issues-with-marcive-authority-process/524)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:17pm UTC](https://forum.innovativeusers.org/t/solutions-to-two-issues-with-marcive-authority-process/524 "2022-10-18T22:17:30Z")
Covers how we use SQL to extract deleted records for Marcive’s Comprehensive Update process and how we convert the text reports Marcive sends with Overnight Update into notes that we insert into MARC records in Sierra. L… --- ## [Simply LEAP Through Inventory in Polaris](https://forum.innovativeusers.org/t/simply-leap-through-inventory-in-polaris/523)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:16pm UTC](https://forum.innovativeusers.org/t/simply-leap-through-inventory-in-polaris/523 "2022-10-18T22:16:12Z")
Is your conscience (or your Director) bothering you because you haven’t done an inventory in years? Come and discover how the Orion Township Public LIbrary uses Simply Reports, LEAP, a laptop, and an RFID pad to invento… --- ## [Sierra Serials for Beginners](https://forum.innovativeusers.org/t/sierra-serials-for-beginners/522)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:09pm UTC](https://forum.innovativeusers.org/t/sierra-serials-for-beginners/522 "2022-10-18T22:09:03Z")
For those who are new to Sierra Serials and those looking for tips they may have missed, this presentation covers setting up for serials, adding cards, tips for unusual frequencies, and maintaining your records. We’ll al… --- ## [Showcase Your Holdings Using Vega & III Mobile](https://forum.innovativeusers.org/t/showcase-your-holdings-using-vega-iii-mobile/521)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:08pm UTC](https://forum.innovativeusers.org/t/showcase-your-holdings-using-vega-iii-mobile/521 "2022-10-18T22:08:09Z")
"Aside from basic directions on how to create lists and publish showcases, it’s important for Vega libraries to have clear guidelines in place that address workflow and ensure effective use and impact of this new promoti… --- ## [SELECT \* FROM "Top Ten Things I Wish I Had Known About SierraSQL"](https://forum.innovativeusers.org/t/select-from-top-ten-things-i-wish-i-had-known-about-sierrasql/520)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:07pm UTC](https://forum.innovativeusers.org/t/select-from-top-ten-things-i-wish-i-had-known-about-sierrasql/520 "2022-10-18T22:07:14Z")
SierraDNA and SQL have many aspects that can be confusing for newcomers. Ray Voelker and Jeremy Goldstein have compiled the top things they wish they knew when first starting out. Come for the SQL tips, stay for the fo… --- ## [Scheduler: Working Hard So You Don’t Have To!](https://forum.innovativeusers.org/t/scheduler-working-hard-so-you-don-t-have-to/519)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:05pm UTC](https://forum.innovativeusers.org/t/scheduler-working-hard-so-you-don-t-have-to/519 "2022-10-18T22:05:23Z")
Did Scheduler get added to your bundle, and you want to know if it’s worth implementing? Do you have Scheduler and are not sure what to do with it, or wonder if you could be doing more? Scheduler can be used for a variet… --- ## [Repo, Man: Curate Your Code Because Folders Aren't Findable](https://forum.innovativeusers.org/t/repo-man-curate-your-code-because-folders-arent-findable/518)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 10:04pm UTC](https://forum.innovativeusers.org/t/repo-man-curate-your-code-because-folders-arent-findable/518 "2022-10-18T22:04:35Z")
I write code, and I write a lot of SQL queries. At first, I’d save those queries with verbose filenames, drop them in a folder with other folders in them, and then pray I could find those queries three months later when … --- ## [Polaris Libraries Using Vega: From Implementation to Patron Usage](https://forum.innovativeusers.org/t/polaris-libraries-using-vega-from-implementation-to-patron-usage/517)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 9:49pm UTC](https://forum.innovativeusers.org/t/polaris-libraries-using-vega-from-implementation-to-patron-usage/517 "2022-10-18T21:49:14Z")
You’ve heard all about Vega from Innovative. But how does it really work for Polaris libraries? This session will cover the implementation process, curated collections, searching and much more through Vega. Kathy McKinn… --- ## [Mobile Self-Checkout for Customers - Empowering Customers with Polaris Technology](https://forum.innovativeusers.org/t/mobile-self-checkout-for-customers-empowering-customers-with-polaris-technology/516)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 9:47pm UTC](https://forum.innovativeusers.org/t/mobile-self-checkout-for-customers-empowering-customers-with-polaris-technology/516 "2022-10-18T21:47:43Z")
Since Richland Library went fine free in 2019 we’ve found that we’re trusting our customers more and more with our materials. When the pandemic hit in 2020, we decided to trust them even more. Many customers began lookin… --- ## [Meet Them Where They Are: Making Circulation Limits Easy to Understand and Modify for Patron Services Staff](https://forum.innovativeusers.org/t/meet-them-where-they-are-making-circulation-limits-easy-to-understand-and-modify-for-patron-services-staff/515)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 9:46pm UTC](https://forum.innovativeusers.org/t/meet-them-where-they-are-making-circulation-limits-easy-to-understand-and-modify-for-patron-services-staff/515 "2022-10-18T21:46:45Z")
Modifying circulation rules in Polaris is a notoriously messy and time-consuming affair. The Patron Services staff know the circulation policies and what they want to accomplish, but often must work with an ILS Administr… --- ## [Matomo: an alternative to Google Analytics](https://forum.innovativeusers.org/t/matomo-an-alternative-to-google-analytics/514)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 9:45pm UTC](https://forum.innovativeusers.org/t/matomo-an-alternative-to-google-analytics/514 "2022-10-18T21:45:27Z")
The presentation will provide an overview of Matomo and the ability to track search terms for Encore. Other features will be demonstrated during the presentation. Victor Zuniga Poudre River Public Library District vzu… --- ## [Looking for messy data: Create Lists and Excel tips and tricks](https://forum.innovativeusers.org/t/looking-for-messy-data-create-lists-and-excel-tips-and-tricks/513)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 9:42pm UTC](https://forum.innovativeusers.org/t/looking-for-messy-data-create-lists-and-excel-tips-and-tricks/513 "2022-10-18T21:42:33Z")
This program will explore some of the ways that Create Lists and Excel can be used to find improperly coded records in your Sierra or Millennium system. Mark Strang Bowling Green State University mstrang@bgsu.edu … --- ## [Loan Rule cleanup using SQL and Excel](https://forum.innovativeusers.org/t/loan-rule-cleanup-using-sql-and-excel/512)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 8:36pm UTC](https://forum.innovativeusers.org/t/loan-rule-cleanup-using-sql-and-excel/512 "2022-10-18T20:36:08Z")
The presentation will provide an overview of our journey over the last two years as we started a process to identify duplicate loan rules with assistance from SQL queries as well as using MS Excel. We’ll discuss initial … --- ## [Inventing an Inventory Process: How One Academic Library Used the Innovative Inventory Module to Conduct its First-Ever Inventory](https://forum.innovativeusers.org/t/inventing-an-inventory-process-how-one-academic-library-used-the-innovative-inventory-module-to-conduct-its-first-ever-inventory/510)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:18pm UTC](https://forum.innovativeusers.org/t/inventing-an-inventory-process-how-one-academic-library-used-the-innovative-inventory-module-to-conduct-its-first-ever-inventory/510 "2022-10-18T18:18:06Z")
Is your library planning to inventory its physical collection? Are you setting up Innovative’s Inventory module for the first time? Attend this session and learn about the experiences of a mid-size academic library as it… --- ## [Knitting Together a Comprehensive eBook Strategy](https://forum.innovativeusers.org/t/knitting-together-a-comprehensive-ebook-strategy/511)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:20pm UTC](https://forum.innovativeusers.org/t/knitting-together-a-comprehensive-ebook-strategy/511 "2022-10-18T18:20:26Z")
As eBooks become more popular and available from a multitude of sources, it’s easy to become overwhelmed with the volume of MARC records that need to be managed. This session explores different sources of records, strate… --- ## [How to SQL: Re-Run Edition, Part I & II](https://forum.innovativeusers.org/t/how-to-sql-re-run-edition-part-i-ii/509)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:16pm UTC](https://forum.innovativeusers.org/t/how-to-sql-re-run-edition-part-i-ii/509 "2022-10-18T18:16:05Z")
Available once again from IUG2020, take your reporting skills to the next level with this two part introduction to SQL and the SierraDNA. In part 1 we’ll help you understand the basics of working with a SQL database alo… --- ## [How do I get the barcodes into the system? : using Sierra's Compare Inventory to Shelflist for an inventory project](https://forum.innovativeusers.org/t/how-do-i-get-the-barcodes-into-the-system-using-sierras-compare-inventory-to-shelflist-for-an-inventory-project/508)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:14pm UTC](https://forum.innovativeusers.org/t/how-do-i-get-the-barcodes-into-the-system-using-sierras-compare-inventory-to-shelflist-for-an-inventory-project/508 "2022-10-18T18:14:36Z")
Sierra’s “Compare Inventory to Shelflist” is an incredibly useful tool to utilize for an inventory projects in libraries of all types. Figuring out how to use it, however, is easier said than done, particularly for those… --- ## [Hosted but still connected - integrating hosted Sierra with other systems](https://forum.innovativeusers.org/t/hosted-but-still-connected-integrating-hosted-sierra-with-other-systems/507)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:03pm UTC](https://forum.innovativeusers.org/t/hosted-but-still-connected-integrating-hosted-sierra-with-other-systems/507 "2022-10-18T18:03:26Z")
Connecting Sierra to other systems can be a particular challenge for hosted or turnkey sites. Hear and share examples of successful integrations between hosted Sierra and enterprise systems, discovery layers, student inf… --- ## [Get & Transform Part I & II](https://forum.innovativeusers.org/t/get-transform-part-i-ii/506)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 6:02pm UTC](https://forum.innovativeusers.org/t/get-transform-part-i-ii/506 "2022-10-18T18:02:24Z")
Still Love or Hate Excel? Tips & Tricks using Excel’s Get & Transform Part 1 & 2 For those who reviewed Excel: Love or or Hate it from last year’s IUG or have some experience on their own with Get & Transform already. … --- ## [DIY DEI Analysis](https://forum.innovativeusers.org/t/diy-dei-analysis/505)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:57pm UTC](https://forum.innovativeusers.org/t/diy-dei-analysis/505 "2022-10-18T17:57:55Z")
The Minuteman Library Network has developed its own suite of tools to help its members analyze their collections to meet their diversity, equity and inclusion goals. These tools include a SQL based diverse subject anal… --- ## [Creative conversion: using Sierra PostgreSQL to convert barcode and OCLC numbers to bib record lists](https://forum.innovativeusers.org/t/creative-conversion-using-sierra-postgresql-to-convert-barcode-and-oclc-numbers-to-bib-record-lists/504)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:56pm UTC](https://forum.innovativeusers.org/t/creative-conversion-using-sierra-postgresql-to-convert-barcode-and-oclc-numbers-to-bib-record-lists/504 "2022-10-18T17:56:44Z")
UNC Wilmington’s Randall Library developed two conversion apps using Sierra PostgreSQL that would allow library staff to generate a list of bib record numbers using either barcodes or OCLC numbers. This tool makes it pos… --- ## [Collection Analysis for $5 a Month. CHEAP!](https://forum.innovativeusers.org/t/collection-analysis-for-5-a-month-cheap/503)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:49pm UTC](https://forum.innovativeusers.org/t/collection-analysis-for-5-a-month-cheap/503 "2022-10-18T17:49:25Z")
Using the free and open-source software, Datasette (https://datasette.io/), I will demonstrate how to create a flexible, SQL-based, data-analysis platform from regular snapshots of ILS data, and then provide a quick demo… --- ## [Cleanup/Maintenance Tasks You Can Do - No SQL Necessary](https://forum.innovativeusers.org/t/cleanup-maintenance-tasks-you-can-do-no-sql-necessary/502)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:48pm UTC](https://forum.innovativeusers.org/t/cleanup-maintenance-tasks-you-can-do-no-sql-necessary/502 "2022-10-18T17:48:06Z")
Using input from the IUG community, we will walk through common tasks that Sierra libraries can perform regularly (weekly, monthly, annually), using Create Lists, to ensure integrity of their records. Examples include: … --- ## [Bite size projects backend library staff can do to for your Library systems Diversity, Equity, and Inclusion Goal](https://forum.innovativeusers.org/t/bite-size-projects-backend-library-staff-can-do-to-for-your-library-systems-diversity-equity-and-inclusion-goal/501)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:44pm UTC](https://forum.innovativeusers.org/t/bite-size-projects-backend-library-staff-can-do-to-for-your-library-systems-diversity-equity-and-inclusion-goal/501 "2022-10-18T17:44:54Z")
So you work in Systems, Acquisitions, Collection Development, or other backend library offices using the ILS, and you are aware of and supportive of your institutions Diversity, Equity, and Inclusion Goals and you want t… --- ## [Back to Basics: Getting the Most out of Order Records and Fund Codes](https://forum.innovativeusers.org/t/back-to-basics-getting-the-most-out-of-order-records-and-fund-codes/500)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:43pm UTC](https://forum.innovativeusers.org/t/back-to-basics-getting-the-most-out-of-order-records-and-fund-codes/500 "2022-10-18T17:43:14Z")
This session is for beginning acquisition professionals, or those that would like a refresher on how order records work. The session will include how the different variable and fixed length codes work in conjunction wit… --- ## [Analyzing Card Information and Service Points with Online Geographic Information Mapping and Overlays](https://forum.innovativeusers.org/t/analyzing-card-information-and-service-points-with-online-geographic-information-mapping-and-overlays/499)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:39pm UTC](https://forum.innovativeusers.org/t/analyzing-card-information-and-service-points-with-online-geographic-information-mapping-and-overlays/499 "2022-10-18T17:39:41Z")
This program will briefly discuss our on-going project to explore our community’s needs through mapping our cardholder data into an online geographic information system (ArcGIS). From the early stages of cardholder addre… --- ## [A Good Idea at the Time Polaris, Projects, and Pathos](https://forum.innovativeusers.org/t/a-good-idea-at-the-time-polaris-projects-and-pathos/498)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:38pm UTC](https://forum.innovativeusers.org/t/a-good-idea-at-the-time-polaris-projects-and-pathos/498 "2022-10-18T17:38:32Z")
Sometimes, Polaris doesn’t do a thing that you want it to do. Sometimes, you need a tool and that tool turns out to be expensive or, worse yet, that tool doesn’t exist at all. When that happens to me, I do what any sligh… --- ## [Using web based forms with Sierra APIs](https://forum.innovativeusers.org/t/using-web-based-forms-with-sierra-apis/497)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:37pm UTC](https://forum.innovativeusers.org/t/using-web-based-forms-with-sierra-apis/497 "2022-10-18T17:37:05Z")
Auckland Libraries will share how they are using web-based forms with Sierra APIs for customer registrations, PIN reset, and updating customer details. Eliza Richards Auckland Libraries eliza.richards@aucklandcouncil.… --- ## [What is SvS, Sierra via Summon, of course](https://forum.innovativeusers.org/t/what-is-svs-sierra-via-summon-of-course/496)
**Author:** [@helpdesk](https://forum.innovativeusers.org/u/helpdesk)\ **Replies:** 0\ **Last updated:** [October 18, 2022, 5:32pm UTC](https://forum.innovativeusers.org/t/what-is-svs-sierra-via-summon-of-course/496 "2022-10-18T17:32:31Z")
In 2021, Innovative and ExLibris/ProQuest announced new functionality to link Sierra patron empowerment features directly to the Summon discovery tool, allowing Sierra patrons to view their checkouts, place holds, and se… [Next page](https://forum.innovativeusers.org/c/conferences-events/iug-conference-2022/21.md?page=1)