Volumes
Attaching to a Volume
Once you have created a new item on a magazine bib record, you should see the prompt for
attaching to a volume:
You need to be on the Item list for the next step. Libraries not using the Serials module will
already be there. Libraries using Serials will be in the Holdings list. Pull up the Item list by
clicking on Summary in the left-hand menu, then changing the drop-down box to Item.
Sierra will put a checkmark in the box for the first item. Uncheck it, and find the item you just
added, usually way at the end of the list. Check that item and click on Select. The Record
displays. (Alternatively, you can find your item and double click to get the item Record).
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Way up at the top of the screen, click on Edit in the bar menu (upper LEFT corner, NOT under
the Function menu).
At the bottom of the sub-menu, click on Link to Volume Record.
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Choose the correct volume from the list and click on Attach.
Click Save (under the Function menu this time).
If you don’t see the correct volume, it will need to be added first. Instructions follow. If you’re
not comfortable creating volumes, please e-mail Noreen at LPL and Charles at WRLS:
n.fish@lacrosse.lib.wi.us; charles@wrlsweb.org . One of us will add the volume and let you know
when it’s done so you can add or attach your item.
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Adding a Volume
Choose Catalog from the Function menu, then search for the journal title (if you’ve already
attached your item, go directly to the next step):
The Item list displays. Click on the drop-down and change the view to Volume.
Scroll down to the bottom of the list of volumes. Check to be sure the volume you need hasn’t
already been added but not moved to the top. If it’s there, move it to the top (see below).
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Click on Attach New Volume.
Enter the Volume Statement as an issue date or Season: January 2014 or January/February
2014 or January 1, 2014 or Winter 2014. Special issues should be indicated as such: 2014
Buying Guide. Then click on Next.
Click on Save (up under the Function menu).
If there are items attached to the record that are not attached to a volume, you will see a
popup window listing them. If necessary, click and drag to move the column boundaries so you
can see the dates. Click to highlight the item(s) you wish to add to the volume and click the
Attach button. (If you haven’t added your item yet you can do that next, attaching it when
prompted as described under “Attaching to a volume” above).
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When you create a new volume, it appears at the bottom of the list of volumes in Sierra. Since
that’s the order the volumes display in Encore you will need to move it to the top of the list.
The volume you’ve just created will be checked in the left-hand column already, so click on
Move.
The default is to move the volume to the top of the list (position 1). Most of the time that’s
where you want it to be, so just click on OK to move it to the top of the list. On the rare
occasions where you’re not adding the most recent issue as the new volume, move it to the
correct position on the list.
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