315 results found

1. Permit user selection of multiple Remote Search (Z39.50) Load Tables for record overlay

   Sierra uses a particular Load Table to determine how bibliographic records are overlaid when new records loaded via Remote Search (i.e., downloaded from another library catalogue using Z39.50)

   According to Sierra's documentation the default Load Table is "m2btab.b", but Innovative can configure Sierra to use another one if desired.

   We have found that certain projects call for different Load Tables because different sets of fields should be retained, discarded, or inserted. It is possible to change to a different Load Table for remote search temporarily (or modify the current Load Table), but that would affect all cataloguers for the duration of the project.

   Much more powerful results could be obtained if users were empowered to select between one or more pre-determined "remote search" Load Tables. In this way, the the most appropriate Load Table for the task at hand could be selected without need to edit the one in use or ask Innovative to change configuration on our behalf. From a user interface perspective, this could be accomplished in a manner similar to the workflow for selecting new record templates (i.e., allowing users to select a particular Load Table for Z39.50 overlay at the start of a session for persistence throughout the Sierra session or to "ask every time").

   Even for Sierra users who only want a single Z39.50 Load Profile, adding this feature would also mean that it is no longer necessary to ask Innovative to select a non-default Load Profile for remote search, because it would become "self-serve" in Sierra's GUI.

   Sierra uses a particular Load Table to determine how bibliographic records are overlaid when new records loaded via Remote Search (i.e., downloaded from another library catalogue using Z39.50)

   According to Sierra's documentation the default Load Table is "m2btab.b", but Innovative can configure Sierra to use another one if desired.

   We have found that certain projects call for different Load Tables because different sets of fields should be retained, discarded, or inserted. It is possible to change to a different Load Table for remote search temporarily (or modify the current Load Table), but that would affect all cataloguers for the duration… more

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   0 comments  ·  Cataloging & Metadata Management  ·  Delete…  ·  Admin →
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2. Expand invoice record fields that can be exported from Create Lists

   Create Lists allows staff to create review files of invoices, but a number of useful fields from the invoice cannot be exported from the system. Notably the subtotalamt, shippingamt and totaltaxamt fields, which can all be accessed via both SQL and the RestAPI, are missing from the export options.

   We would like to see these added so that fuller invoice data could be exported into something like Excel for further accounts reporting and tracking.

   3 votes

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   1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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3. Improve search relevancy for titles with many adaptations

   Our staff have found that when they search the staff catalog for classic titles with lots of adaptations many of the adaptations are ranked higher in the search results than the title they actually searched for. For example, a title search of our catalog for "Moby ****" yields "Ahab's Wife" as the top result, with other derivative works and commentaries all appearing before the first record for the novel itself (in our case, result number 24). We'd like to see the results weight matches on the work's own title (e.g., 245 field) higher than matches in other fields, such as the 700$t.

   Our staff have found that when they search the staff catalog for classic titles with lots of adaptations many of the adaptations are ranked higher in the search results than the title they actually searched for. For example, a title search of our catalog for "Moby ****" yields "Ahab's Wife" as the top result, with other derivative works and commentaries all appearing before the first record for the novel itself (in our case, result number 24). We'd like to see the results weight matches on the work's own title (e.g., 245 field) higher than matches in other fields, such as… more

   3 votes

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   0 comments  ·  Cataloging & Metadata Management  ·  Delete…  ·  Admin →
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4. Show item status at check-in

   When checking in an item over Sierra, it would be helpful to have an extra column added for item status. e.g. Available, In Transit or On Holdshelf. This would add more transparency when processing items (especially if we are interrupted mid-scan), allow for double checking items are placed in the right pile, and help with training new staff who may want to have more visibility around the different journeys an item can take once returned. Added bonus: If it can show the additional sorting groups available in IMMS, this will assist staff even more.

   5 votes

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   UNDER REVIEW  ·  0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
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5. Add an API endpoint which permits writing to review files

   Currently, when a query is beyond the capabilities of Create Lists, it is usually possible to use a SQL query with Python to produce a report. Such a report might list record numbers of bibs/items/orders/patrons/etc which bear further examination and correction by library staff, but staff must copy record numbers or barcodes in the report and paste them into the SDA to pull up the records in question. It would be much easier if an API endpoint permitted those record numbers to be written to a review file so staff can go through them one-by-one in the SDA.

   Another use case for such an endpoint would be the development of record import routines with features which do not exist in the current Create Lists record import facility.

   Currently, when a query is beyond the capabilities of Create Lists, it is usually possible to use a SQL query with Python to produce a report. Such a report might list record numbers of bibs/items/orders/patrons/etc which bear further examination and correction by library staff, but staff must copy record numbers or barcodes in the report and paste them into the SDA to pull up the records in question. It would be much easier if an API endpoint permitted those record numbers to be written to a review file so staff can go through them one-by-one in the SDA.

   Another use… more

   5 votes

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   2 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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6. Clearing Expired/Defunct Holds - Generate Hold Cancellation Notice

   Currently, only when you cancel a hold from either the Hold tab or the Hold queue do you get the option to generate a hold cancellation notice. When a defunct hold is cleared from the holdshelf (clear expired holds), we would like to see a prompt to send a hold cancellation notice(s), just as we do when cancelling holds outside of the clear holdshelf process. All those that get cleared could use the same “drop hold” message in the text of circulation notices (explaining your hold has been cancelled because it’s expired/hold pickup by date has passed). These would be added to the queue for the hold cancellation notice job, something we run daily.

   See https://documentation.iii.com/sierrahelp/Default.htm#sgcir/sgcir_holds_holdcancelnotices.html

   Obviously not easy to explain to the upset patron who came in a day late for his/her hold.

   Context: Today I had someone ask why they normally get hold cancellation notices when they call/cancel a hold, but didn't get one when they were a day late picking up their hold (missed the PICKUP BY date), and that expired hold was cleared from the holdshelf. Incidentally, this same person is getting the account notifications via the Vega/III Mobile app (we're testing it out), and with that product, you get the hold pickup notification every day until you pick up your item (and unlike the emailed hold pickup notice, doesn't include the hold pickup by date). So the hold pickup notification popped up on their device shortly before staff cleared the holdshelf.

   Currently, only when you cancel a hold from either the Hold tab or the Hold queue do you get the option to generate a hold cancellation notice. When a defunct hold is cleared from the holdshelf (clear expired holds), we would like to see a prompt to send a hold cancellation notice(s), just as we do when cancelling holds outside of the clear holdshelf process. All those that get cleared could use the same “drop hold” message in the text of circulation notices (explaining your hold has been cancelled because it’s expired/hold pickup by date has passed). These would be… more

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7. Send to: Notices

   It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to the Notices function.

   I had submitted a similar request that the shortcut be added to Globally Purge Charges & am wondering if this might be combined into one request or if it's easier to introduce them one at a time?

   Use case: each week, Cincinnati generates a list of customers sent a statement of charges (bill notice) via Create Lists. This list is then sent to Notices mode & the impacted patrons are queued for this notice job to be sent the notice via e-mail.

   Being able to select this file in Create List & choose Send to: Notices from the Tools menu would make it easier to choose the correct list & expedite the notice job.

   It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to the Notices function.

   I had submitted a similar request that the shortcut be added to Globally Purge Charges & am wondering if this might be combined into one request or if it's easier to introduce them one at a time?

   Use case: each week, Cincinnati generates a list of customers sent a statement of charges (bill notice) via Create Lists. This list is then… more

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8. Allow Pickup Location Changes After Hold Is Activated (with Optional Patron Notification)

   In Sierra, once a hold is activated, the pickup location becomes locked. This occurs even if an error happens or the original location becomes unavailable. The limitation creates workflow issues for libraries that use lockers, shared delivery systems, or multiple branches.

   We are requesting a system enhancement that allows authorized staff to edit the pickup location of a hold after it has been activated, but before it is checked out or expires.

   -Why This Is Needed:

   • Locker and space-based workflows: Staff may discover after trapping a hold that a locker is full or not functioning. At that point, there is no way to reroute the hold without canceling and re-placing it.

   • MeL/INN-Reach and delivery systems: Multi-library consortia and shared systems occasionally fulfill to the wrong location. Currently, Sierra does not allow staff to correct this once the hold is trapped.

   • Staff training errors: If the wrong login or fulfillment location is used during check-in, the item is committed to the incorrect pickup point. While enabling "Priority Paging: Refuse Item Hold" can prevent premature activation, this feature introduces the risk of accidentally canceling INN-Reach holds, which can disrupt patron access and increase staff workload.

   • Patron requests: Patrons sometimes ask to change their pickup location after the hold is already activated. Staff have no way to update the system to reflect this without canceling and re-initiating the hold manually.

   -Proposed Enhancement:

   • Allow staff with appropriate permissions to change the pickup location of a trapped hold, up until the item is either checked out or expired.

   • Log the change in the item or hold history to provide a record for auditing and accountability.

   -Optional but Strongly Recommended:

   • Add an optional "Pickup Location Changed" notice that can be sent to patrons automatically when a change is made. This would help notify them that their item is ready at a different location.

   -Benefits:

   • Reduces the need for manual workarounds and improves the patron experience

   • Provides flexibility in time-sensitive workflows

   • Supports accurate hold management in cases of staff error or patron changes

   • Saves staff time by eliminating the need to cancel and recreate holds or contact individual patrons.

   In Sierra, once a hold is activated, the pickup location becomes locked. This occurs even if an error happens or the original location becomes unavailable. The limitation creates workflow issues for libraries that use lockers, shared delivery systems, or multiple branches.

   We are requesting a system enhancement that allows authorized staff to edit the pickup location of a hold after it has been activated, but before it is checked out or expires.

   -Why This Is Needed:

   • Locker and space-based workflows: Staff may discover after trapping a hold that a locker is full or not functioning. At that point, there is… more

   17 votes

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   2 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
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9. Rearchitect iiirecord.record_metadata to provide improved audit trail accountability

   It is sometimes helpful to see who created, updated or deleted a record. Catmaint provides a lot of detail but doesn't cover many record types. I propose the following solution, which doesn't have particularly burdensome storage requirements:

   1. Build a many-to-many table with an id primary key column, a timestamp, a code indicating the C-R-U-Uprevious-D record operation and foreign keys linking to record_metadata.id and to iii_user.id.
   2. Backfill this new table using the available timestamps in record_metadata, catmaint and any other table like catmaint which might provide record edit history.
   3. Rename record_metadata and drop its four *_gmt timestamp columns. Yes, this creates a chicken/egg catch-22 for the foreign keys created in step 1. Clever Innovative staff find a solution.
   4. Create a view named record_metadata which provides backward compatibility for read operations.
   5. Creates/Updates/Deletes to the former record_metadata now require recoding, which may not be too awful if these operations are currently managed by stored procs and possibly triggers.

   It is sometimes helpful to see who created, updated or deleted a record. Catmaint provides a lot of detail but doesn't cover many record types. I propose the following solution, which doesn't have particularly burdensome storage requirements:

   1. Build a many-to-many table with an id primary key column, a timestamp, a code indicating the C-R-U-Uprevious-D record operation and foreign keys linking to record_metadata.id and to iii_user.id.
   2. Backfill this new table using the available timestamps in record_metadata, catmaint and any other table like catmaint which might provide record edit history.
   3. Rename record_metadata and drop its four *_gmt timestamp columns. Yes, this creates… more
   9 votes

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   1 comment  ·  Reporting & Analytics (incl Decision Center)  ·  Delete…  ·  Admin →
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10. Automatically add date/timestamp to Notes and Messages

    It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.

    If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy and procedures for record cleanup.

    I would like to see a system generated date/timestamp appended to each note/message which can also be searched so that you could search for Notes/Messages added to patron records before a certian date in order to identify Notes/Messages that could be cleaned up in Global update if they are no longer useful.

    It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.

    If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy… more

    21 votes

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    UNDER REVIEW  ·  4 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
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11. Add 'Previous' button to Receiving

    Staff are really appreciating the addition of a 'Previous' button to the record creation process which allows them to back up and fix a mistake without having to go all the way through the process before returning to make a correction. Staff would like to see similar functionality within the Receiving process. We receive using the process that combines creating the item with receiving.

    Currently, for receiving an item, it will prompt you through the boxes to fill in the required information.  As you proceed through, if you make a mistake or skip something you have to cancel and start over. Staff would like to be able to go back and fix something without starting over.

    Staff are really appreciating the addition of a 'Previous' button to the record creation process which allows them to back up and fix a mistake without having to go all the way through the process before returning to make a correction. Staff would like to see similar functionality within the Receiving process. We receive using the process that combines creating the item with receiving.

    Currently, for receiving an item, it will prompt you through the boxes to fill in the required information.  As you proceed through, if you make a mistake or skip something you have to cancel and start… more

    6 votes

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    1 comment  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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12. Improve clear hold functions for integrated systems

    When a hold has been cleared or is defunct, the information Sierra provides integrated integrated systems (IMMS for our example) over API is not consistent In particular, when clear holds is run in Sierra. During clear holds, the item status either remains at ! On holdshelf or changes to another item status. When it remains as !, IMMS sees the hold is still active and does not instruct staff to clear the item from the hold shelf. Daily and weekly processes are needed to update the item records for IMMS to recognise the changes.

    Can the clear hold function in Sierra be developed for consistency of information provided to integrated systems? e.g. Change all the the item statuses when clear holds is run, or provide another in the API that is robust for notifying integrated systems of the update.

    When a hold has been cleared or is defunct, the information Sierra provides integrated integrated systems (IMMS for our example) over API is not consistent In particular, when clear holds is run in Sierra. During clear holds, the item status either remains at ! On holdshelf or changes to another item status. When it remains as !, IMMS sees the hold is still active and does not instruct staff to clear the item from the hold shelf. Daily and weekly processes are needed to update the item records for IMMS to recognise the changes.

    Can the clear hold function in… more

    3 votes

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13. Add "permanent location" field in item record and function to change to it

    We have shelves for new materials, and item location codes for these ("new mysteries," "new fiction," "new DVDs," and lots more). Moving items from the new shelves to the regular shelves is a chore, both in handling materials and in knowing (and selecting) what location to change them to. It would be great if you could just get into a function in Sierra that would change the current item location (the "new" one in my example) to the permanent item location (a new field that would be added with this idea, which would catalogers would populate when the item was cataloged). Then, in this function, anyone could just scan a stack of items, one after the other, without having to look up what the "not-new" location was or choose it or anything. A "permanent location" field could be used in other ways, maybe for displays.

    We have shelves for new materials, and item location codes for these ("new mysteries," "new fiction," "new DVDs," and lots more). Moving items from the new shelves to the regular shelves is a chore, both in handling materials and in knowing (and selecting) what location to change them to. It would be great if you could just get into a function in Sierra that would change the current item location (the "new" one in my example) to the permanent item location (a new field that would be added with this idea, which would catalogers would populate when the item was… more

    7 votes

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14. A "full Payment History file" event should log an error to the Admin App's System Messages log

    Today our Payment History file reached 9,999 records which is close enough to the 10k record capacity that the attached error message was displayed. Fortunately the staff member had the presence of mind to screen-capture this error dialog today so I could read its message verbatim, but this isn't always the case. It would be helpful for an error of this severity to be written to the System Messages log viewed using the web-based Sierra admin app.

    Given the low variety of error messages written to that log, there must be all kinds of similar messages which are not logged, but with scope creep in mind let's just start with this one. 😊

    Today our Payment History file reached 9,999 records which is close enough to the 10k record capacity that the attached error message was displayed. Fortunately the staff member had the presence of mind to screen-capture this error dialog today so I could read its message verbatim, but this isn't always the case. It would be helpful for an error of this severity to be written to the System Messages log viewed using the web-based Sierra admin app.

    Given the low variety of error messages written to that log, there must be all kinds of similar messages which are not logged,… more

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    UNDER REVIEW  ·  0 comments  ·  Acquisitions, Serials & Item/Issue/Inventory Management  ·  Delete…  ·  Admin →
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15. Increase Max System Display Limit for Fines

    Our library has very generous allowances for both checkouts & holds on patron accounts. This can sometimes come into conflict with Sierra's seemingly arbitrary system limits. For example, when these items go unreturned & result in replacement charges, which then cannot be added because of the imposed limits. Like my waist can no longer accommodate 32" pants, Sierra cannot currently accommodate the lending policies taken advantage of by some of our more active borrowers.

    I'm sure there are other examples where these limits can manifest, but attached is an example message recently seen by staff which reads:

    CANNOT ADD FINE TO RECORD. SYSTEM MAX EXCEEDED. WAIVE CHARGE?

    We don't want staff forced into waiving a legitimate charge, but have no choice with these limits, so we'd like to see them increased or eliminated.

    Our library has very generous allowances for both checkouts & holds on patron accounts. This can sometimes come into conflict with Sierra's seemingly arbitrary system limits. For example, when these items go unreturned & result in replacement charges, which then cannot be added because of the imposed limits. Like my waist can no longer accommodate 32" pants, Sierra cannot currently accommodate the lending policies taken advantage of by some of our more active borrowers.

    I'm sure there are other examples where these limits can manifest, but attached is an example message recently seen by staff which reads:

    CANNOT ADD FINE… more

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16. Limit the number of holds to the total count of copies in that Bib

    There must be a configuration in Sierra to limit the number of holds can be placed at the bib level. We want to limit the hold count to number of copies in the Bib.

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17. RFID switching

    One of our branches uses shielded RFID pads, and the software could hook in to their previous ILS and context switch the current RFID action (tag on, tag off, no change) depending on the active function screen by overlaying a screen over the ILS to track the toggling.

    Can support for this functionality be offered for Sierra? I assume it would involve working with the RFID vendors to get it up and running.

    The current workaround is to use Sierra macros to trigger the RFID function change, but this is reliant on staff remembering to press the keys which may not always happen during busy periods at the desk. The macros also sometimes fail to trigger and it doesn't really work if staff use the 'check in' tab from the Check out function.

    We would love to see this as an efficiency improvement, given it was working on their previous ILS so moving to Sierra has been a step backwards in this area for them.

    One of our branches uses shielded RFID pads, and the software could hook in to their previous ILS and context switch the current RFID action (tag on, tag off, no change) depending on the active function screen by overlaying a screen over the ILS to track the toggling.

    Can support for this functionality be offered for Sierra? I assume it would involve working with the RFID vendors to get it up and running.

    The current workaround is to use Sierra macros to trigger the RFID function change, but this is reliant on staff remembering to press the keys which may… more

    2 votes

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    0 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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18. Allow for Customization of Fields Included in Expanded Display of Patron Records

    I recently learned that the fields included in the Expanded Display for patron records (when you rollover/click the i next to the record) are hard coded.

    I found this unfortunate, because what's shown in the Expanded Display differs depending on where you're viewing it, which in the case of patron records is either going to be in the Search/Find a Patron view or the Check Out mode view.

    Examples of where I see room for improvement here:

    1) When I search for a patron by name & come up with dozens of people with the same name, an identifier like DOB would be useful in finding the correct patron record, at a glance, but DOB doesn't appear in this view.

    2) When I bring up a patron's record in Check Out mode (before entering View or Edit mode), DOB does show in the Expanded Display, despite it already appearing in the Sierra window (at least in our case).

    3) We have some local policies where the number of items claimed returned factors in to a patron's borrowing privileges & having that available at a glance in the Expanded Display would be more useful than a half dozen different entries in note fields.

    4) If it's a question of screen real estate, in the case of the Expanded Display for Search/Find a Patron, their name appears twice. First, as (for example) Farrell, Shawn P above their pNumber & then as Last: Farrell First: Shawn Middle: P directly beneath it.

    The ability to customize what's shown & in what order, like we are with the record creation wizard, would allow libraries to take better advantage of the Expanded Display view to suit local needs.

    I recently learned that the fields included in the Expanded Display for patron records (when you rollover/click the i next to the record) are hard coded.

    I found this unfortunate, because what's shown in the Expanded Display differs depending on where you're viewing it, which in the case of patron records is either going to be in the Search/Find a Patron view or the Check Out mode view.

    Examples of where I see room for improvement here:

    1) When I search for a patron by name & come up with dozens of people with the same name, an identifier like… more

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    6 votes

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    0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
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19. Send To: Globally Purge Charges

    It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to Globally Purge Charges.

    The state of Ohio has a statute of limitations on debt collection that has us purging money owed longer than 5 years on a weekly basis. While this is bazonkers IMO, apparently it's also the law of the land, & it would make the process much more quick & convenient if we could select a file in Create List, navigate to Tools - Send To in the Sierra top menu, & choose Globally Purge Charges (along with either Rapid & Global Update & Delete Records).

    It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to Globally Purge Charges.

    The state of Ohio has a statute of limitations on debt collection that has us purging money owed longer than 5 years on a weekly basis. While this is bazonkers IMO, apparently it's also the law of the land, & it would make the process much more quick & convenient if we could select a file in Create List, navigate to… more

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    4 votes

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    UNDER REVIEW  ·  0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
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20. Expand the 1,000 location code capacity of Locations Served (portloca) groups

    I currently have a need for a Locations Served group which can accommodate 1,245 location codes. The limit imposed by Admin Corner is 1,000 location codes, and per case #08077395, Support asserts that Sierra will not support more than 1,000 location codes per Locations Served (so it's not simply a limit of the Admin Corner interface).

    Increasing this limit will potentially lead to a modest increase in memory consumption by any and all circulation processes which hold these Locations Served tables in memory, but do we really need to be concerned about Kilobytes of RAM in 2025? Other Sierra configuration tables have had their capacity extended over the past several years, so precedent exists.

    For anyone about to pose the question, No, configuring it as a Locations NOT Served group of codes will not work in this case. Thanks anyway for the thought.

    I currently have a need for a Locations Served group which can accommodate 1,245 location codes. The limit imposed by Admin Corner is 1,000 location codes, and per case #08077395, Support asserts that Sierra will not support more than 1,000 location codes per Locations Served (so it's not simply a limit of the Admin Corner interface).

    Increasing this limit will potentially lead to a modest increase in memory consumption by any and all circulation processes which hold these Locations Served tables in memory, but do we really need to be concerned about Kilobytes of RAM in 2025? Other Sierra configuration… more

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    0 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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    PLANNED  ·  AdminMike Dicus (Product Manager, Innovative) responded

    This idea will be developed for Sierra 6.5.