107 results found
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Ability to send checkout receipts
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 -
Add New Patron Block Based On # of Items Claimed Returned
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 -
Make Selecting 'All' Genuinely Purposeful
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 -
Customize layout & Field Visibility in patron View/Edit Record
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 -
Enable Copying of Scheduler Tasks and Jobs
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 -
Allow Column Sort in Transfer Paged Items Function
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 -
Indication in ILS of SMS Subscription
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 -
Days Closed Table - Enter Date Range for extended closures
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 -
Data Exchange > Send PRINT FILE using FTS - Include Login Column
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 -
macros
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 -
Batch Edit Branches Table
We would like the ability to select multiple, or a range of entries in the Branches table & be able to edit them in batch. For example, making a list of newly available location codes public, or assigning them a Circulation Address Number would be much easier if we could update dozens of entries at once, rather than one at a time.
It would be nice to see this introduced across multiple tables.
5 votes -
Update Print Template Assignment Methodology
After spending over an hour adding new print templates to every login for a new library, I am once again reminded of the inefficiency of the current methodology for assigning print templates to logins.
Idea: Print Templates can be assigned like Permissions for Sierra. They would have their own sidebar, and logins could be added to each print template. That way, it only takes a couple of clicks to add print templates in mass to several logins, rather than clicking into the login, then settings, then print templates, then scrolling to find each print template and set the prompt. This…
21 votes -
Add ability to group itypes into categories in the new patron checkout limit table
With the new patron checkout limit table, we lost the ability to group itypes into a category if we want to use the other limits like library location. We need to be able to either group itypes in the new patron checkout limit table, or use a combination of the old table and the new. We really need the new library location limiter in the new table so that our ptype 30 can only checkout items at our offsite kiosk and no other library, but we now lose the ability to still group our itypes into categories. Our itypes are…
10 votes -
YTD Renewals tracker on item records
Similar to the YTDCIRC tracker on item records in Sierra, add a tracker for YTD renewals as well. This would allow collection development staff to quickly assess a more accurate snapshot of an item's usage.
11 votes -
Provide In Transit status and print transit slips for ILL items
ILL items- In Transit status and print transit slips
We have three branches and our ILL department is located at one of the branches. We would like the ILL module to change the status to "In-Transit" instead of "Ready for Pickup" and print a transit slip when the items are being sent to two other branches.6 votes -
Add "Send to Batch Check-in" Navigation to Create Lists
Building on the recent navigation enhancements that allow users to send Review Files from Create Lists to Rapid Update, Global Update, and Delete Records, we propose adding a "Send to Batch Check-in" option.
Now that Batch Check-in has been integrated into the Sierra client (as of the 6.5 Release), adding this "Send to" functionality would significantly streamline workflows and reduce the risk of errors associated with file handling.
11 votes -
Permit due date extension via the API
Currently the only way to extend item due dates is to run Rapid Update on a review file of those items. I would like to be able to programmatically update due dates via the API. I see two potential benefits of this feature:
Benefit 1: Rapid Update prompts for a single absolute date to apply to a group of items in a review file. There have been many times when we have wanted to extend the due dates of a group of items by "n days", regardless of their current due date. It would be straightforward to write a Python…
7 votes -
Redirecting Duplicate Copies at Check-In
For libraries using floating collections, the system should support automated redirection of duplicate copies at the point of check-in to other branches that do not currently hold a copy of the title.
The system should surface eligible destination branches automatically, eliminating the need for manual title-level analysis by staff.
In multi-branch library systems, the workflow should allow configurable prioritization rules to determine the destination branch when redistributing items.
Prioritization logic could be applied in the following order:
1) No copy of the title is currently available/on the shelf at the receiving branch
2) Title (or item if not possible) has…4 votes -
allow libraries to customize options for "claim return" workflow
There are 3 options in the "claim return" workflow at checkin.
1) Checkin items (with no fines) and change status to missing.
2) Checkin items (with no fines) and change status to claims returned.
3) Leave items checked out (send overdue notices) and change status to claims returned.We always select #2, but we cannot stop staff from accidentally selecting #3. This is troublesome for us because in the #3 workflow customers get an email overdue notice when they have already told the library they have returned the item - and customers can be quite upset about this.
Is there…
13 votes -
ID scanner to auto-populate account information
A Sierra feature to allow scanning a Driver’s License to auto-populate customer information for a new account and/or to update an existing account. Automatically inserting a customer's name, date of birth, address, and DL number would result in less typos/mistakes, save considerable staff time when creating or updating an account, and additional staff time in reviewing and fixing errors.
4 votes
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