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ILS - Sierra

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ILS - Polaris Updated

Request Manager go back to where you were

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Improve Hold Notifications in ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Add searching PO Status date and POLI Status date to Find Tool.

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Automatic notification for holds on missing items

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Managing holds

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Customize Order of Holds in Polaris ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Display place in queue when hold is inactive

Customer Relationship & Account Management UNDER REVIEW

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  1. Our library is interested in using the Time to Holdshelf/Time to Reshelve feature, but it doesn't really meet our needs. We've asked elsewhere (https://ideas.iii.com/forums/951745-ils-sierra/suggestions/51503123-rest-api-compatible-time-to-holdshelf-time-to-resh) for the temporary status to be reflected in the API so we can show it in our custom discovery layer. However, we'd also like it to be reflected in the SDA so that staff can see at a glance whether an item is likely to be on a shelving cart before going to (or directing a patron to) the shelf.

    (Reviving Bob Gaydos' previous suggestion here: https://ideas.iii.com/forums/951745-ils-sierra/suggestions/48812237-time-to-holdshelf-delay-period-not-reflected-in-sd)

    3 votes

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  2. We recently had an after hours event & people are naturally curious how many card registrations took place during the event. While we can see registrations for a day, we have no idea what time of the day they took place. We'd love to be able to search & report on patron registrations by time of the day via Create Lists.

    8 votes

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  3. Posting processes and Fund Activity Reports (FAR) are essential routine tasks for Acquisitions libraries, but manual execution requiring multi-step confirmations creates workflow bottlenecks, increases the risk of human error, and causes delays during staff absences. As a System Administrator for a 54-member consortium with 36 accounting units, I would like to schedule an auto-Posting and monthly FAR runs for all 36 units. Additionally, the FAR process should automatically clear payment history when funds are in balance, safely post valid encumbrances, and send email exception logs if it detects out-of-balance funds or active keying sessions.

    Automating these processes reclaims valuable staff…

    7 votes

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  4. As a System Administrator for a 54-member consortium, I want to receive an automated notification when someone uploads an offline file for processing. This would enable immediate file processing without waiting for manual staff alerts, prevent circulation errors caused by processing old files, and streamline the consortium workflow.

    7 votes

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  5. Managing over 200 RFID table entries across a large consortium is time-consuming and error-prone. Because many workstations use IP addresses instead of computer names, administrators must maintain an external spreadsheet to match IPs to their respective libraries. Adding a "Location Served" dropdown or a free-text field to the RFID Pad Server Options table would eliminate reliance on external tracking, save significant administrative time, and reduce configuration errors.

    4 votes

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  6. Now that the inventory date updates in checkin in Sierra Desktop, it would be great if it would also update in checkin in Mobile Worklists. Currently it only updates when using Sierra Desktop. It would be very helpful to be able to use MW in the stacks to do inventory.

    8 votes

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  7. In Global Update, it would be very useful and time saving to be able to attach item records there in a big batch to review files.

    My library adds items with an internet location for print records we also have online access to. Going into hundreds of individual records to attach the same thing repeatedly takes up so much time.

    We can add multiple items to an individual bib record and scanning in one barcode in the attach multiple items window allows the other barcodes being added to follow the numbering pattern. Can this similar concept/function be applied to Global…

    4 votes

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  8. We've been told that Sierra doesn't pass the hold pickup location and expiration date information to LX Starter and therefore these fields can't be included in our cancellation emails. We would like to have this information added so we can provide additional detail to our patrons about when and where their holds expired.

    5 votes

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  9. We'd like a way for staff to un-freeze frozen holds when patrons need help reactivating a previously frozen hold. Currently we have to walk patrons through signing into their accounts to unfreeze the hold themselves, or cancel and replace the hold. Allowing staff to make the change in the SDA would improve customer service and make life easier for our staff.

    (Restarting this archived idea: https://ideas.iii.com/forums/952252-archive/suggestions/46917761-allow-staff-modification-of-frozen-holds)

    11 votes

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  10. Currently, the item status updated date that is displayed when hovering over the status field in the item record does not update when an item only goes from "available" to "checked out" because the actual status code remains the same "-". These are valid status changes that we want to be able to see. I know that we have the "last checkout" date field, but we want the status updated date to reflect all status changes, including when the item changes from checked out to available and vice versa.

    5 votes

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  11. Sierra 6.7 introduces a new feature pulling cover art from the 024 field of a record when there is UPC there as long as some other conditions are also met. This is fantastic as it's made our SDA so much more vibrant & useful with all the new cover images displaying.

    Putting together a video preview of 6.7 for our staff, I came across something that led to an idea that's largely a cosmetic enhancement, but still somewhat helpful.

    I did a keyword search for Jaws and limited the results to DVDs. A deleted bib turned up in the results…

    5 votes

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  12. Background:
    This is a common request from libraries during a shorter term closure (several weeks - a few months). Staff find it frustrating that we cannot stop holds going into transit to their location during the closure. As a general rule we do not batch change patron holds as each patron may choose to respond their own way to the closing through public interfaces (ex freeze, change the pickup location, etc), so batch-changing the staff end Not Before Date is not viable. The closed library asks other libraries to not send and not fulfill holds for their location but in…

    23 votes

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  13. This is a resubmission of a recently expired idea & my continued longing to see some long lost development efforts brought to fruition.

    Following Disney's lead of recycling years old ideas for theme park attractions, I'd like to see an idea I'd had while working with a former employer brought to fruition in Sierra. We had been using Millennium at the time & the Circulation Product Manager had gotten to a point in development that there was a near-working model on III's test environment (I've got screenshots & even a Captivate video somewhere), but I left that employer & the…

    7 votes

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  14. This is another resubmission of a recently expired idea that I had first suggested over a decade ago when at another library that was struggling how to balance its combination of branch & research library users & the sort of requests they might make. While no longer there, I still see it as a potentially useful means for staff to develop their request processes & create limits within limits.

    What I'd like to see is the ability to not only set a hold threshold, where a Patron Type is allowed x holds, but as is the case for the Max…

    6 votes

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  15. This is a resubmission of a recently expired idea.

    Currently, the ability to override a hold block is governed by permission 92.

    A hold might be blocked for a number of reasons. Staff might attempt to place more than the max number of holds allowed for a customer. They might place a hold for a customer on an item they already have checked out, etc.

    One scenario especially has been problematic for as long as I can remember:

    A patron finds an item on the shelf & takes it to a service point to check out. It turns out that…

    6 votes

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  16. This is a resubmission of a recently expired idea. I’ve added insights from other users shared in comments on the original post.

    Since becoming a III customer in 2008/2009, it's baffled me that we don't see a representation of the total number of notices sent daily via autonotices, but instead have the Notice History feature, which shows the number of items for which notices are sent. I feel like it would be far more useful for statistical purposes if the number of notices sent for each notice type was what's recorded & shared by Sierra.

    Beyond metrics, this would aid…

    12 votes

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  17. Remove duplicate items on paging list. This is very confusing for staff. Even if there are 5 holds for an item if my library only has 1 available copy on the shelf then that item should only show up once on the paging list.

    71 votes

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  18. This is a resubmission of a just-closed idea that was pretty well-received with 28 votes. New color options might breathe some new life into Sierra & be a fun way to mark its coming 15th anniversary as an ILS!

    Can we get some new skins to choose from for the SDA/Sierra Web?

    There are currently two: Half Dome & Glacier Point.

    We currently use colors to differentiate between our Production instance of Sierra & our Test version. However, we also have a Training database.

    Variety is the spice of life! How about a rose-colored skin, a powder blue, or a…

    38 votes

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  19. This is a resubmission of a just-expired idea that had come close to winning on previous ballots.

    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…

    33 votes

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  20. This is a resubmission of a just-expired idea from Jeremy G.:

    In the print/send orders function, it can be easy to accidentally upload an order to a vendor multiple times. As a means to mitigate this error I propose a two part feature.

    As a first step, the system should provide some indication when viewing the orders to ftp queue if an order has already been ftp'd once. I could see two methods for accomplishing this. 1) Add a column to the queue display for sent date, taking the most recent date present that has been appended to the ISBN…

    45 votes

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