15 results found
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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…
13 votes -
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…
3 votes -
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.
2 votes -
Ability to import Create Lists Review File into Decision Center
Collection and circulation analytics would improve if we could import Create Lists item/bib search results into Decision Center.
If so, Decision Center could aggregate Create Lists results (searches based on authorities, orders, or hold/patron circulation behaviours) to provide circulation and collection statistics.
Our libraries would be satisfied for this import to display the fields that are in the “high”/ “low” circulation weeding reports.
We understand that the aggregated statistics in Decision Center are generated the night before.
3 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Additional Collection Summary Reports in Decision Center
We would like to have a collection summary report based on item records with a count by item type and location. If possible, adding a limiter for circulation status, for example on shelf or checked out.
4 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Include hourly patron borrowing reports in Decision Center
We use the hourly patron borrowing reports in Web Management Reports to track patron visits at offsite hold lockers. We would like to have this report migrated to Decision Center since this is the tool already in use by our frontline staff.
8 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Allow Create Lists to export the best title and best author normalized fields
These two fields can be incorporated into searches performed within create lists but are not available among the fields that can be exported. Best title normalized is particularly helpful for data brought into a spreadsheet as the removal of special characters and diacritics can greatly improving sorts and searching.
These fields are available via SQL, where I make frequent use of them, but for most of our users Create Lists is the only option for extracting data from the system.
9 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Include zero results for selected locations in all reports in Decision Center
Currently Decision Center only returns data for a location parameter if there was activity for the selected time period and does not return a zero placeholder for locations without activity. This creates extra work for staff when working with the resulting Excel files. They can't easily reference the cells in Excel consistently.
13 votes -
Decision Center: Identify titles eligible for stock rotation in pooling locations
We have a floating collection and use Decision Center to manage our collection. We need to know what is on the shelf OR not on the shelf at multiple sites. To do this, we use excel pivot tables to manipulate the "low circulation weeding reports". I have attached the workflow and the result.
After pivoting the "low circulation weeding reports" (searching for items that have circulated less than 300 times in 1 month at multiple branches) our result includes everything on the shelf at multiple branches. The pivot table allows us to identify which titles are at a branch AND…
3 votes -
Decision Center: Pooling Report not based on demand
The Pooling Report generates a list of titles where "the pooling branch has more copies than it needs to meet 150% of demand". This is not the only reason that multi-branch libraries with floating collections have pooling collections.
Items in a floating collection can be returned to any location.
Could we have a pooling report that identifies:
1) Titles that have never been assigned or checked out at the location of the drought location
AND/OR
2) Titles not held at the drought location
Thank you,
Elizabeth2 votesThe product manager will review this idea for possible inclusion in a future release.
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Decision Center Turnover Reports - Consistent Parameters
Decision Center has a number of Turnover reports available. However, not all of them allow you to choose Year and Month as one of the initial filters. For example, I normally look at the turnover by branch report each month. In early July (our fiscal year runs July 1 - June 30) I went to view the June report and was unable to see that, could see the annual totals for previous fiscal years. Only during the current fiscal year are you able to see the monthly breakdown. However, this is not the case with other turnover reports (by owning…
4 votesThe product manager will review this idea for possible inclusion in a future release.
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Allow missing Web Management Reports Data to be re-added with the correct time period
Twice in the past year we have encountered errors in which the overnight statistics process did not complete leading to a missing day's worth of transactions in Web Management Reports. In both cases we only learned of this missing data later upon running monthly reports and finding an undercount.
Upon being alerted Innovative has been able to retrieve the missing data and add it back to WMR, but doing so adds it to the current month instead of the correct timeframe. This latest occurrence crossed fiscal years for us, essentially breaking the reporting tool for our needs.
Fortunately, this is…
10 votesThe product manager will review this idea for possible inclusion in a future release.
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More reliable data around Holds: Don't delete Holds in the `holds_removed` Sierra DNA table!
Data in the
hold_removedtable is being deleted before the 60-day retention period is up in situations where staff clear the hold shelf, and an entry in thehold_removedtable is indicated to be "picked up". This is unexpected and not helpful in the task of gathering more data related to holds.I propose the following changes...
Retention Period: Entries are being removed from the hold_removed table before the default 60-day retention period is up. I propose that data should remain in this table, as it represents the lifecycle of a hold and the recorded event that removed an active…
9 votesThe product manager will review this idea for possible inclusion in a future release.
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Add "item status date" to Decision Center reports
Libraries use Decision Center to determine what is not circulating or what has been at the Branch for a long time without circulating.
The new "item status date" added in Sierra 6.0 could help Decision Center identify items that were moved to a branch but have not been checked out (eg. items get to the new branch by using CIRCA's item status change from "checked in" > "in transit" > and then are checked in at the new branch)
Reports that would benefit from this would be the Maintenance Report or any report that lists a "created date" and "last…
7 votes -
Decision Center Before and After Floating Statistics
We're interested in evaluating how well our Floating Collections are performing to see if it's benefiting specific locations or ranking specific location codes preferably, but not necessarily limited to, change of circ or transit wait time post-float at branches to determine what should and shouldn't float for that branch going forward based on past performance. Besides the drought report in Decision Center, this information appears to be lacking. We'd like for reporting capabilities to be added to its data to help inform decision-making in terms of tweaking Floating Collections location codes to keep and which to return to non-Floating going…
7 votes
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