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ILS - Sierra

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239 results found

  1. It would be helpful if LX Starter allowed for patrons to receive checkout receipts via email. Sierra currently supports customizable checkout receipt emails using Due Slip print templates, but these are difficult to work with.

    48 votes

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  2. It would be useful to have CAS Apero enhanced to either:

    1. re-ingest the metadata automatically once the validUntil date is reached or

    2. have a setting to ignore the vaildUntil date.

    We are currently implementing OpenAthens which has a daily metadata refresh meaning the validUntil parameter is also changing daily.

    As Sierra cannot currently auto re-ingest metadata or be configured to ignore the validUntil parameter, we are currently hosting an edited metadata file on our web server (with a really long validUntil date) as a work around.

    1 vote

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  3. The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.

    2 votes

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  4. I know its shocking when the subject of pop-ups in Sierra comes up that anyone would want "MORE!," but our Acquisitions staff would like to see a warning of fund spending over limit at invoicing in addition to ordering.

    Their rationale is that shipping & Mylar costs usually cannot be pre-determined. Once posting happens, the fund goes negative. Since there is no going back, like when you're about to go down the chute at the end of a log flume ride, there should be a warning.

    2 votes

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  5. During the Circulation Forum at this week's IUG, a few libraries brought up their continued interest in going fine free, but also shared how they still faced challenges within their respective institutions from those who felt materials would not come back.

    This is a realistic concern, especially for libraries that couple going fine free with the protracted loan periods made possible by autorenewals. It can sometimes be challenging to get customers to return things, so we appreciate the availability of patron blocks that will prevent checkouts, renewals, etc., but not penalize a customer financially, like the ability to suspend borrowing…

    4 votes

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  6. From time to time we'll see support tickets where, because of some glitch in the discovery layer, a patron has managed to place upwards of 60 bib level holds on a title.

    The holds need to be cancelled in Sierra, so you select 'All.' However, doing so, you still have to address each item individually with a series of additional pop-ups. Over & over again.

    This is just one example where I'd like to see selecting 'All' allow for making a single, batch change on the selected records.

    2 votes

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  7. In the Patron View/Edit Record window the group of fields at the top cannot be arranged in any way but the default. It would be nice to be able to arrange these fields in a way that meets the needs and use of our staff. For example, I would like to be able to put all the editable fields in the first 1-2 columns, such as exp date, language, notice preference, patron type. Then all the uneditable fields (total checkouts, total renewals, circ active...) to the right of these columns. It would be nice to have a sort of drag…

    2 votes

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  8. As a consortium, we schedule several monthly jobs/tasks for all 78 library locations. Scheduler does not allow you to copy an existing job/task and apply it to another library. We had to manually add each job, even though the majority of the parameters were the same. (78 lib * 5 tasks each is a lot of manual work.) And/or we should be able to create a template to reuse.

    1 vote

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  9. The Transfer Paged Items function in Sierra will display one of two statuses when the report is run - Eligible or Ineligible. You then check or batch select the requests you want to transfer. But the results might mix eligible items wit ineligible items & there's no way to group them together to make the selection & transfer process easier.

    Adding the ability to sort by the Status column would allow us to select the entire batch of items eligible for transfer much more easily.

    1 vote

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  10. We would very much like to see some indication in our ILS (Sierra) that a patron has opted in to receive SMS messages.

    Even if SMS Alerts cannot be their own, unique notice type & not just supplement the patron's chosen notice preference of email or phone, the simple activation of a new field would be useful for frontline staff trying to troubleshoot during interactions with the patron.

    Even a date/time stamped Note field entry that is applied when Vega Interact SMS first authenticates against the patron's record during the opt-in process would be incredibly helpful, even more so if…

    2 votes

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  11. Make the Days closed table able to have a range of days. When we close a branch for maintenance we have to put in each day, it would be great to be able to put in a location code and then something like 5/1 - 5/25 or comma entries like the loan rule determiner table.

    12 votes

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  12. Create the ability to extract attached media files in bulk from Sierra.

    1 vote

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  13. When creating a new record for a material, it's sometimes necessary to copy part, but not all, of an existing record. However, there is currently no way to copy/paste multiple MARC fields simultaneously, despite the fact that you can perform similar operations on multiple MARC fields simultaneously like deleting them. This would be especially helpful when needing to copy/paste 336, 337, and 338 as well as various subject fields.

    5 votes

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  14. The only option in create lists for volumes is to find holds. It would be helpful to be able to search for volumes that 'match' or 'has' variable fields. Then we could search for volumes that say 2024, for example. It would also be helpful to have this in Global Update as well when toggling to variable fields.

    2 votes

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  15. I am often having to clean up/delete files that have been saved/"printed" via FTS File Exchange to Data Exchange (send print files out). I sort by date, clear old ones, but some I am hesitant, may still be needed. It would help immensely if the system identified the login associated with this printed file. Then I'd know who to ask/who owns this file (and who isn't deleting their old files). The login column is used elsewhere in the system (Create Lists, etc.), so would ensure consistency.

    3 votes

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  16. Currently, when a staffer goes into Create Lists and sorts the lists using one of the column headers, while scrolling down to locate the appropriate list, Sierra jumps or hops upward thereby losing the staffers place in Create Lists. This idea is to prevent that from happening and to make the default or custom sort in Create Lists stick. This would save staff time and reduce errors as well.

    18 votes

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  17. There are various reports/files in Sierra that should be exportable to Excel or CSV for manipulation/analysis purposes, similar to our ability to export fines paid or statistical reports from the Statistics function. Candidates include Circulation Overrides (printable view puts each override on 2 lines) and other System Files (from admin app), Group Call Numbers (from Sierra 6.6), and really any sort of table or parameter that consists of columns/rows (branch table, patron type, etc.). This would save the effort of copying/pasting and attempting to fix in Excel.

    10 votes

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  18. I was hoping to see the login used to receive the items listed in the Item Record History. If possible, it would be great to see both the user and the process.

    Event | user | PROCESS
    Created | user | MANUAL
    Created | user | RECEIVING
    Updated | user | GLOBAL UPDATE
    Updated | user | MANUAL

    7 votes

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  19. We'd like to be able to track how many times an item was checked out to our patrons vs patrons from other libraries.

    6 votes

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  20. Add additional macro modifiers in Sierra.

    The 6.3 update removed the Control + F1 modifier macro. Can we consider adding more modifiers such as left/right control, left/right alt, and left/right shift keys?

    Thank you!

    3 votes

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