Documentation

Librarians using computers for training

Access product documentation related to the ILS implementation process.

 

Additional documentation from FALSC and Innovative Interfaces will be added to this page as it becomes available. Some documents that appear below are in draft, and some are placeholders. Work is ongoing.

Click on a topic to go to the documents in that subject area:

Links within Agendas and Quick Start Guides below lead to CSDirect. See the "Staying Informed" document (sent via the libraries-all list) or contact the FALSC Help Desk at Help@flvc.org for the CSDirect username and password. Agendas and Quick Start Guides are subject to change. If you have difficulty with CS Direct links, please try a different browser, such as Chrome.

 

 

Document Title / Type

GENERAL

Organizational Framework for ILS Implementation (PDF) 
Stay Informed (PDF)
Next-Generation ILS Overview (PDF)
Innovative's Sierra Overview (Web)
Innovative's Encore Duet Overview (Web)
CSDirect: Innovative Interfaces Documentation (Web)  Login Required Contact the Help Desk for log in information.
FALSC Regional User Meetings 2016 (PPT)
Know Your Codes (PDF)  - Quick Guide to Sierra  Major Collection / Campus Codes
Training Calendar and Topics (Excel)
Training Tracks (PDF) Login Required

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ACQUISITIONS

Acquisitions 1 and 2 Agenda 
Acquisitions Quick Start Guide
Fiscal Close Method
EDI Ordering and Invoicing

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CATALOGING

Cataloging Agenda 
Cataloging Quick Start Guide

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CIRCULATION/COURSE RESERVES

Circulation 1 and 2 Agenda 
Course Reserves Agenda 
Circulation Quick Start Guide
Circulation Parameters Agenda/Web Guide
Circulation Parameters Quick Start Guide

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ELECTRONIC RESOURCE MANAGEMENT

ERM Agenda
ERM Quick Start Guide

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REPORTS

Reports Agenda 
Reports Quick Start Guide

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SERIALS

Serials Agenda/Web Guide
Serials Quick Start Guide

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Milestones and Events Milestones and Events

  • April: Contract signed
  • April: Working Groups form
  • April: Discussion Groups available
  • April-May: Regional user meetings
  • May:  Documentation webinar
  • May-July: FALSC staff training
  • July-August: Sierra and Encore servers set up
  • September-December:  Functionality training for Working Groups and FALSC staff
  • February-July 2017: Training for college and university library staff statewide
  • July 2018: "Go Live"