298 results found
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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…
1 vote -
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…
2 votes -
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…
2 votes -
Create a pop-up when you are about to overwrite a review file in create lists.
It is very easy to accidentally overwrite a review file in create lists. There should be a pop-up that asks if you want to overwrite the file so that you know you're doing it.
2 votes -
Permit writing a pre-encrypted PIN via the API without additional encryption
For testing purposes, it would be beneficial to be able to make a backup of a patron PIN, assign a new temporary PIN, perform the testing from the patron's perspective, and then restore the original PIN. This way we would not have to inconvenience the patron by asking them to reset their PIN when testing has completed.
We can retrieve the encrypted PIN with this API GET request:
https://library-app-server:443/iii/sierra-api/v6/patrons/patron-record-number?fields=varFields
but the PIN string will be re-encrypted if we attempt to write it back using the patron record PUT request. We would like to have the option of passing a directive…1 vote -
add location column in Count Use function
Under the count use function, is it possible to add a location column? Currently, we have Title / Barcode / Count / Status. This way, when staff collects used but not checked out items and counts their usage, they can also see - at a glance - if the item belongs to a different floor/location and can separate it on the spot.
This added information will save staff time and minimize the chance of something being misplaced.
3 votes -
Statistics - Saved Queries Should Retain Cross-Tab Selections
Saved Queries in the SDA should function the same as they do in SierraWeb.
In the SDA:
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record), and you create a saved Cross-Tab query based on the same record type, then the selection of the two fields in the Cross-Tab Field Selection panel will be retained when switching to another bibliographic review file in Sierra SDA.
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record),…
2 votes -
Abililty for Sierra's NCIP responder to be able to parse ISBNs
Right now NCIP for Symphony, Voyager, Polaris, Koha and Evergreen all accept ISBNs, but Sierra's does not.
3 votes -
Deposit Functionality
Ability for patron to add money to their Sierra patron account (via self-check) to pay for future fines, fees, and printing. We are looking to go mostly cashless, but some patrons aren't able to get credit cards (like our young patrons here after school). Our self-check machine takes cash, which would allow patrons to print and pay fees/fines with cash, even if the staff doesn't have a cash register.
4 votes -
Add "mark damaged items" workflow to checkin
Staff need an easy way to make an item "damaged" when performing check-in. The current damaged workflow requires staff to be in the patron account.
All of our libraries have book drops, and every day, damaged items are returned. It doesn't make sense for library staff to stop their process, review the item record, and then review the patron account details in order to mark an item as damaged.
Can the "Mark Damaged Items" button that appears in the checkout function (checked out items) screen be added to the check-in window. I have attached an image where we would like…
8 votes -
/v6/patrons/{id}/holds/requests/form API endpoint should accept item record numbers as parameters in addition to bib record numbers
The form endpoint is used to identify cases in which a patron must place a volume level hold or is restricted to an item's home library as a pickup location. Both of those involve item level specifics and yet the endpoint only works with bib records. This is an issue in particular with multi-location libraries/consortia who use the home pickup feature.
As an example, a sample bib record has two attached items, one which uses the home pickup feature such that it may only be picked up at library A, and one that does not restrict pickup locations so may…
4 votes -
4 votes
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Include authorities in the Search/Holds module
It'd be great if authority records and cross references were included under the Search/Holds module and be the same as what staff encounter with the Catalog module. Right now it is different. In our system, staff often use Sierra to place holds with the public on their behalf. It would be great if authorities were available in the Search/Holds module results display so that staff could benefit from the information.
If a staffer did an author search and they had a pen name (Robb, J.D.) then they'd be redirected to see the other author's name (Roberts, Nora).... Or they may…6 votes -
Create Granular Permissions for Editing Permissions for Select Group of Users
We would like to see more granulated permissions for user administration, especially with assigned permissions, settings, options, workflows, etc.
We would like the ability to assign a particular group of user accounts (e.g., circ student employees) to a specific admin (e.g., head of circulation) without assigning ALL system administration. It would be helpful for troubleshooting and having this department be able to assign macros, specific permissions, and print settings to different accounts.
Ideally, this "group admin" would have the ability to edit settings on accounts for options, settings, and workflows. It would be great if they could clone and create…
7 votes -
Ability to alter the Recommends Approval and Denial emails that go to patrons who submit a purchase request
Problem: The text of emails sent when using the Approval and Denial notifications in Recommends cannot be currently altered. We would like to be able to provide more customer friendly email templates to patrons that allow us to explain why an item was denied or what the process is for items that are approved.
Impact: Being able to communicate with our patrons at the outset of the process will save staff time by not having to have go back and forth with customers over email to explain processes and reasons for purchase requests. Additionally it will improve the customer's experience…
3 votes -
Money Owed Data Point for Billed Notices
Idea: add the money owed fixed field as an option for a data point in the Bills Notice Data Library for print templates.
Value: Some libraries would like to be able to call out to users how much in total they owe on their account, not just the total of the items on that particular bill. Adding this field to the data library would enable them to do so.
2 votes -
Clarify Fines Payment Lock Messaging
The current wording of the fines payment lock messaging implies the presence of fines, which is not always the case and is misleading. To reduce confusion for staff, please change the message wording to indicate that another station has the record open, therefore the fines function in the patron record is locked. This will indicate to staff the reason why it's locked (another station has it open) and what they can't do while it's locked (access the fines function in the patron record).
15 votes -
Clear and Set Permissions at one go
We have implemented SDA Context User functionality so staff will open Sierra using shared library login and then add their own login (permissions). We would hope faster way to change the user. At this time you must first remove previous user (Admin - Clear Permissions) and then add new user (Admin - Set Permissions). Staff suggested one function that would both Clear previous and Set new Permissions. E.g. Set Permission could remove the old user and then ask the new user. We set up macros for both functions so staff can use them instead of drop-down menu. However, I suppose…
2 votes -
Login indicator
We have implemented SDA Context User functionality so staff will open Sierra using shared library login and then add their own login (permissions). We would hope better indicator (e.g. color) so it would be easier to notice if personal login/permissions is added or not (or if someone has forgotten to remove their personal login/permissions). At this time when you open Sierra using the library login you can see "Sierra" and "local system name" on the upper left corner (in our case Sierra Helmet). When you add personal login your name (user account full name) will display too (in our case…
1 vote -
Add filtering parameters to the GET /v6/bibs/search API
Hello Everyone,
We are currently using the GET /v6/bibs/search API to take advantage of the AWS search integration, which has been working well. However, we’ve encountered limitations in filtering the search results by Material Type, Collection, Language, and Location.
It would be highly beneficial if this API supported additional filtering parameters to narrow down results at the source. Relying on the client or webhook server to apply these filters adds complexity and can introduce delays in presenting results to the end user.
Thank you.
1 vote
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