14 results found
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Track User, Time, and Process for Deleted Records
Currently, when a record is deleted in Sierra, the system captures the date via the deletiondategmt, but it doesn't track the exact time, the specific Sierra user, or the process used to delete it. We would like to see this metadata enhanced to include the Sierra user, a timestamp, and the function or process used (Delete Records, API, etc.), with the date.
Tracking these details is critical for consortium management, system auditing, and data integrity. Having this information readily available would significantly improve our ability to handle targeted staff training when records are deleted in error, investigate the…
3 votes -
Ability to find the most checked out item in a year
Ability to find the most checked out item in a year
Please add a simple way in Sierra to report the most checked out item for a selected year, including the option to show the top five checked out items.
Currently, this is very difficult or impossible to do directly in Sierra because checkout totals are not stored in a way that allows staff to easily rank items by circulation count for a specific year. Create Lists can find items based on fixed fields, item data, and limited transaction-related criteria, but it cannot easily produce a yearly “most checked out”…
4 votes -
Create Lists: Prevent the hopping or jumping of lists after a sort is applied
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.
20 votes -
Add Export Options to Sierra
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 -
Create Lists - Ability to track how many times an item has been checked out from its home library
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 -
Decision Center - physical format/collection sorting
In the settings for code categories (Physical Format and Collection), you can change the display order, but it only applies to that page, not to the option menu users see when building a report.
When creating a report, the list of categories is always alphabetical. There is also a "Sort A-Z" button, which is currently unnecessary (and caused confusion as its existence implies that there could be another way).
I suggest applying the manual display order set in Admin Tools to the "edit" pop-ups in the initial filters of a report.
This would allow us to put more commonly-used categories…
10 votes -
Expand Window for Create List Export Criteria Display
When exporting from create list the pop-up window can be expanded, but the box displaying the criteria (chosen fields) cannot. We often export more fields than can be displayed within the box. It would be helpful to allow this box to show more of the criteria in a single view so that we can both check what is being exported and easily note what is included when attempting to add the same export to a different list. (We have already maxed out the number of saved exports.) Expanding the window provides an empty space underneath the section displaying the criteria.…
15 votes -
Decision Center - Include Series Information in Weeding Reports
When pulling Low Circulation (or High) reports (Collection Tools > Maintenance), would like to include the Series Title (if applicable) in the displayed (and exported) report. We run into titles that have low circs, but if we see it's in a series, we normally don't weed it, because the series should remain complete. Thus we are stuck using Create Lists for this type of information (either exporting the report as a review file and then exporting fields THAT way or simply starting with Create Lists from the get-go). It would be more convenient if it was included in Decision Center.
8 votes -
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:
- 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.
- Backfill this new table using the available timestamps in record_metadata, catmaint and any other table like catmaint which might provide record edit history.
- Rename record_metadata and drop its four *_gmt timestamp columns. Yes, this creates…
14 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),…
5 votes -
Add "last status update" to low & high circulation weeding report results
A "last status update" column in the low & high circulation weeding report results would help identify items for weeding or stock rotation.
Why would this field help us weed or identify items for stock rotation?
This item field identifies the last date an item changed their status. Many libraries change an item's status to "in transit" when they move an item from one branch to another. To that end, this field could help identify items that have either newly been received to a branch, or have sat on the shelf for some time.Items moving around systems with stock…
1 voteThe product team will review this idea for consideration for a future release.
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Create Lists - Saved Searches - Ability to Rename, Show Creator, Last Used
We repeatedly run up against our limit of saved searches in Create Lists. There are probably saved queries created long ago that no one is using/needs. I was hoping to assign staff to review the queries and put their initials in the saved search name, but when you go to Edit, you can only edit the query, not the query name (like you can a review file). Ideally it would work like the review files themselves, when you can see who last ran the list (initials, date and time). And perhaps apply the "Own" option. This would really help to…
44 votesThe product team will review this idea for consideration for a future release.
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Provide direct access to Decision Center's Title Details page
One of the nicest features in Decision Center is the title details screen, which you can access by clicking on a title in the handful of reports that include title entries such as the Popular Titles Report.
However, if you're logged in and happen to know the URL structure for those pages (https://[your Decision Center URL]/report/titleDetails/[bibnumber]) you can actually pull up the information for any title in your database directly.
I'd like to see a means for navigating to that screen more directly and just expose this awesome feature of the platform that already exists. I envision a simple page…
5 votesThe product team will review this idea for consideration for a future release.
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Save Query As - Alphabetical by Query
When using Create Lists and using Retrieve Saved Query, you are able to sort the list in ascending order. When you go to Save As a query, it goes in and there doesn't appear to be any sort of order (in the past I swear it went in the order it was added/saved). So if you have to tweak your query and need to Save As again, good luck finding it, esp. when you have 100+ saved queries. Ideally you could sort the list of queries, like you can when you initially retrieve them.
3 votesThe product team will review this idea for consideration for a future release.
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