Cleaning up Branches and Loan Rule Determiner Tables in Sierra

Program Description
Are you drowning in loan rules? Not sure if you need more itypes? Want to delete some branch codes but don’t want to blow up the system? Come and learn from our experiences reducing our branch codes from 200+ to 26 and our loan rule determiner table from 300+ to 33 lines. You will come away with a project plan and the confidence to tackle loan tables gone rogue. We are a public library, but this session is suitable for all library types.

Program Numbers, Times, & Locations
L04, 04/25/2018 1:30PM-2:30PM, Oceans 3

Presenters & Coordinators
Laura Knudsen, Idea Exchange, Cambridge ON

Program Materials
PDF of slides with project plan. Excel spreadsheets of our old loan rules tables; our new, cleaned up loan rules tables; as well as our entire collection with codes.

IE Collections with Codes and Who Can Take Out What.xlsx (22.6 KB)
NEW loan rules tables.xlsx (30.2 KB)
OLD loan rules tables.xlsx (570.4 KB)
IUG 2018 Cleaning up Branches and Loan Rule Determiner Tables.pdf (899.2 KB)