69 results found

1. /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 be picked up at libraries A, B, or C. Because the endpoint returns valid pickup locations for title level holds, it will always return the full list of locations and there is not a way for the end user to know that one of the items may only be picked up at library A.

   Allowing the endpoint to provide item level details would resolve that, though it would also mean testing out individual item records in advance of actually placing holds in all cases in order to see if this restriction is in place...which I don't love. So I'm open to alternative suggestions to fix this feature but this seemed like the smallest ask to me.

   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… more

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2. 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 a new account from within their group as well.

   I am thinking about Springshare's LibStaffer software and how the app's overall admins can be different than the individual schedule admin. That sort of granularity for user accounts here would be useful.

   This would enable us to allow our supervisors more ability to assist their employees when troubleshooting before forwarding it onto sys admins.

   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… more

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3. 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 it’s not possible/recommended to create a macro to do both functions in succession.

   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… more

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4. 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 Sierra Helmet Firstname Lastname) but staff says it's not distinctive enough. Maybe the color of the text or the color of the upper bar could change when the personal login is added/removed.

   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… more

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5. halkhudari@sharjah.ac.ae

   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.

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6. More universal accessibility features

   Improving universal accessibility features for users/employees with diverse accessibility needs.

   For example, for employees with visual impairments :
   - High contrast mode and adjustable font size. Currently, users can change text color and size, but increasing the font size often causes content to be hidden, as the window does not automatically adjust. Users must manually resize the window each time. A responsive layout would greatly improve usability.

   Other potential improvements could include : screen reader compatibility, customizable keyboard navigation, text descriptions for icons, etc.

   Even just the high contrast would help a lot. Additionally, it would be helpful if users could personalize their accessibility settings through their individual initials, without affecting the default settings for all users using the same login.

   Improving universal accessibility features for users/employees with diverse accessibility needs.

   For example, for employees with visual impairments :
   - High contrast mode and adjustable font size. Currently, users can change text color and size, but increasing the font size often causes content to be hidden, as the window does not automatically adjust. Users must manually resize the window each time. A responsive layout would greatly improve usability.

   Other potential improvements could include : screen reader compatibility, customizable keyboard navigation, text descriptions for icons, etc.

   Even just the high contrast would help a lot. Additionally, it would be helpful if users… more

   8 votes

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7. Add API endpoint to update MARC Leader fields

   Our consortium would like an automated way to update the encoding level to help with managing load profiles that use the encoding level priority function. It would be very helpful to add an API endpoint for updating all the MARC Leader fields. The 008 MARC field can only be used for updating some of the Leader fields.

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8. Add ability to extend the hold Pickup By date to the /v6/patrons/holds/{holdId} API endpoint

   Currently the only hold parameters one can modify via the API are

   PatronHoldPut {
       pickupLocation (string, optional): the hold's pickup location code,
       freeze (boolean, optional): whether the hold should be frozen (suspended)
   }

   It would be very helpful if the Pickup By date – and while you're at it, the Hold Note – were added as modifiable parameters.  There have been many times when unscheduled branch closures or problems in sending hold pickup notices have caused us to want to extend hold Pickup By dates for items on the holdshelf.

   Having this functionality in an API endpoint would permit a programmatic solution for mass-extending Pickup By dates instead of the tedium of manually modifying each affected hold, which can and has taken me many hours to slog through.

   As for the Hold Note, I can't think of a particularly compelling application for that parameter addition right now, but I'm sure someone would benefit from that.  And like I said, while you're in the code adding the Pickup By date, why not add Hold Note too?

   Currently the only hold parameters one can modify via the API are

   PatronHoldPut {
       pickupLocation (string, optional): the hold's pickup location code,
       freeze (boolean, optional): whether the hold should be frozen (suspended)
   }

   It would be very helpful if the Pickup By date – and while you're at it, the Hold Note – were added as modifiable parameters.  There have been many times when unscheduled branch closures or problems in sending hold pickup notices have caused us to want to extend hold Pickup By dates for items on the holdshelf.

   Having this functionality in an API endpoint would permit a… more

   10 votes

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9. Insert/Update Location Codes from a CSV file

   Develop a utility to add new location codes to the so-called Branches table using a CSV file as input. Optionally permit updates (overlays) of existing location code entries so that the branch_code_num, name and/or is_public columns may be reassigned values in this way.

   Our library has very granular location codes which describe branch (or collection subset of a branch such as a display area), audience, format and genre, loosely speaking. This amounts to 220-250 location codes per branch (or collection subset). We currently have over 5,000 distinct location codes in our Sierra database, and every time a new branch is established or renamed, a lot of manual effort is required to add or update those location code entries one at a time.

   Using SQL to extract current location codes, and SQL, Excel or a text editor to perform string substitutions, a CSV file can be prepared fairly quickly. This utility would not have to be customer-facing; supplied with a CSV file uploaded as part of a Service Commitment, Support could run it. This would save development effort on a pretty user interface.

   Develop a utility to add new location codes to the so-called Branches table using a CSV file as input. Optionally permit updates (overlays) of existing location code entries so that the branch_code_num, name and/or is_public columns may be reassigned values in this way.

   Our library has very granular location codes which describe branch (or collection subset of a branch such as a display area), audience, format and genre, loosely speaking. This amounts to 220-250 location codes per branch (or collection subset). We currently have over 5,000 distinct location codes in our Sierra database, and every time a new branch is… more

   8 votes

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10. Schedule and automatically place contents of a system-generated review file into one or more designated list

    Each week staff go into Create Lists and repopulate a designated review file with current data from a system-generated list. Two examples of system-generated lists include the OVERDUE ITEMS and PURCHASE ALERTS files. It would be great if our site could schedule Sierra to identify a specific list number and replenish or refresh the contents of it with most current system file's data. This would make the task fully automated. It's important to our system to be able to designate which list or review file number to use for each system-generated file job, however. We are a consortium and our review files are split out among members and our system office.

    Each week staff go into Create Lists and repopulate a designated review file with current data from a system-generated list. Two examples of system-generated lists include the OVERDUE ITEMS and PURCHASE ALERTS files. It would be great if our site could schedule Sierra to identify a specific list number and replenish or refresh the contents of it with most current system file's data. This would make the task fully automated. It's important to our system to be able to designate which list or review file number to use for each system-generated file job, however. We are a consortium and our… more

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11. Create RestAPI with a Patron Validate role that updates the “last circ activity date” in patron record 

    Our library wants to provide the patron validate role to our vendors.
    But, we do not want to give the vendors any read or write roles.

    We do this now with several vendors, but the authentication does not update the "last circ activity" field in the patron record.

    Is it possible to add a new permission that would only allow authentication but update the "last circ activity" field in the patron record.

    Why add this feature?
    Our library purges patron that don't circulate for X number of years. We don't want to delete patrons that are actively using our eVendor content.
    We want to give our eVendors as little read/write permissions as possible.

    Thank you.

    Our library wants to provide the patron validate role to our vendors.
    But, we do not want to give the vendors any read or write roles.

    We do this now with several vendors, but the authentication does not update the "last circ activity" field in the patron record.

    Is it possible to add a new permission that would only allow authentication but update the "last circ activity" field in the patron record.

    Why add this feature?
    Our library purges patron that don't circulate for X number of years. We don't want to delete patrons that are actively using our eVendor… more

    15 votes

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12. Add a backdate option to the /v6/items/checkouts/{barcode} endpoint for checking in items

    I would like to add an optional parameter to the Sierra API endpoint for checking in items to allow for backdating those transactions as you can within in the client as it may help with automating some projects.

    For an immediate example, I have identified a number of items that were not removed from the checkout table correctly due to locked patron records, where the were placed in transit and I can see a time the checkout ought to have occurred via the in transit message. I would like to write a script to correct these failed checkins once they have been identified and ideally use the timestamps from those messages to make those corrections.

    I would like to add an optional parameter to the Sierra API endpoint for checking in items to allow for backdating those transactions as you can within in the client as it may help with automating some projects.

    For an immediate example, I have identified a number of items that were not removed from the checkout table correctly due to locked patron records, where the were placed in transit and I can see a time the checkout ought to have occurred via the in transit message. I would like to write a script to correct these failed checkins once they… more

    4 votes

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13. Add a Stat Group When Creating a Patron API Key for Vendors

    This proposal suggests enhancing the Patron API key creation process by incorporating a Stat Group field, allowing staff to categorize API keys by vendor and track their usage using existing reporting tools. The proposed enhancement would modify the API key creation window to include an optional Stat Group field towards the bottom. If left blank, the default stat group (zero) would be assigned, maintaining current functionality. This change addresses a common issue where vendors do not implement the stat group provided by the library, often resulting in API-driven transactions being categorized under stat group 0. This leads to inaccurate or inflated statistics, which is particularly problematic when the library intends to track circulation usage via the API but cannot do so effectively.

    To expand tracking capabilities, it would also be beneficial to explore the feasibility of retroactively assigning a Stat Group to existing API keys. The implementation of this feature could leverage the workflow used for SIP2 license logins as a model for designing the Stat Group selection process when creating new API keys. Additionally, hold requests currently store the stat group within the body of the request rather than in the URL. Understanding this distinction may help in designing the stat group functionality for API keys in a way that aligns with existing data structures and workflows.

    The implementation of this proposal would provide several benefits. It would enable staff to categorize API keys by vendor, allowing more precise tracking and facilitating data collection and reporting using existing tools such as Web Management Reports and Decision Center. It would also improve visibility into vendor-specific API key usage, supporting data-driven decision-making and reducing reliance on stat group 0 as a catch-all category, ultimately leading to more accurate circulation statistics.

    This enhancement would streamline reporting efforts and provide better insights into vendor-specific API key usage, ultimately improving resource management and decision-making processes.

    This proposal suggests enhancing the Patron API key creation process by incorporating a Stat Group field, allowing staff to categorize API keys by vendor and track their usage using existing reporting tools. The proposed enhancement would modify the API key creation window to include an optional Stat Group field towards the bottom. If left blank, the default stat group (zero) would be assigned, maintaining current functionality. This change addresses a common issue where vendors do not implement the stat group provided by the library, often resulting in API-driven transactions being categorized under stat group 0. This leads to inaccurate or… more

    17 votes

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

14. Create a GET API endpoint for circulation transactions

    This idea came from a discussion at the IUG2025 Sierra Reporting Forum.

    It would be very useful to provide an endpoint to assist with gathering/generating the sorts of circulations statistics that would normally require SQL access. However, the all or nothing nature of SQL permissions is a barrier that prevents many users from being permitted to access those features. With the API on the other hand a user could be limited to simply having read access to an endpoint such as this, along with likely the bib and item endpoints so that they may craft reports without also having to have access to tables that should remain secured.

    This idea came from a discussion at the IUG2025 Sierra Reporting Forum.

    It would be very useful to provide an endpoint to assist with gathering/generating the sorts of circulations statistics that would normally require SQL access. However, the all or nothing nature of SQL permissions is a barrier that prevents many users from being permitted to access those features. With the API on the other hand a user could be limited to simply having read access to an endpoint such as this, along with likely the bib and item endpoints so that they may craft reports without also having to… more

    20 votes

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

15. Automatic SSL Certificate Renewal

    Keeping our systems secure with SSL certificates is essential. Certificates need to be renewed and there is a service commitment to handle this process. But there is a better way. SSL providers can be setup to automatically renew and deliver an updated SSL certificate to our systems when their expiration time approaches.

    This idea is for Innovative to support software-only site with setting up an automatic SSL renewal process thereby keeping our systems safe from expiring certificates and making the process worry-free.

    10 votes

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

16. Add date/time stamp to the "Restart a process/terminal" display

    We'd like to see a date/time stamp on the "Restart a process/terminal" display in the Admin Corner and be able to sort by it. We sometimes run out of licenses because staff don't sign out of their SDA sessions at the end of their shifts, and we have to contact Innovative and request that connections older than the current day be closed. It would be helpful to be able to do this ourselves. Currently, we can preemptively reset all connections early in the morning before staff arrive, but if a problem arises during the day we don't want to cause further disruption by closing newer connections.

    We'd like to see a date/time stamp on the "Restart a process/terminal" display in the Admin Corner and be able to sort by it. We sometimes run out of licenses because staff don't sign out of their SDA sessions at the end of their shifts, and we have to contact Innovative and request that connections older than the current day be closed. It would be helpful to be able to do this ourselves. Currently, we can preemptively reset all connections early in the morning before staff arrive, but if a problem arises during the day we don't want to cause… more

    7 votes

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

17. Ability to view history for item and volume records.

    It would be helpful for us to have access to the history of item and volume records, including details of their creation and any subsequent edits. This would improve our ability to track changes and ensure accountability if any issues come up.

    15 votes

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

18. Expand the options tied to permission 109, update uncataloged records

    Currently Sierra permission 109, update uncataloged records, is tied to whether or not the bib record has a CDATE (no catalog date) field. It would be great if permission 109 could be customized by a library to be controlled by another option outside of just the presence of the CDATE field. For example, we use field 31 to control the level of cataloging of a record (including full MARC) and to suppress the bib. It would be helpful if we could tie the codes from that field to this permission. It's worth mentioning that permission 109 and the presence of a CDATE field doesn't necessarily mean there is an actual MARC fields in the bib. Having another field or component tied to this permission gives the library more control over how it's used with staff.

    Currently Sierra permission 109, update uncataloged records, is tied to whether or not the bib record has a CDATE (no catalog date) field. It would be great if permission 109 could be customized by a library to be controlled by another option outside of just the presence of the CDATE field. For example, we use field 31 to control the level of cataloging of a record (including full MARC) and to suppress the bib. It would be helpful if we could tie the codes from that field to this permission. It's worth mentioning that permission 109 and the presence of… more

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    0 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

19. Limit access to Login Names & Parameters via permissions

    We'd like to be able to limit access to the Login Names & Parameters section of the Admin Corner (especially the Limit Network Access tables) via permissions. Certain functions, such as load tables, require certain staff members to have access to the Admin app, but having the login names and parameters unrestricted leaves an unnecessary hole in security. There are other functions in Admin Corner that require separate permissions and prompt users to enter their credentials, but not this one.

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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.

20. Batch Check-In Should Not Update Circactive Date

    Batch check-in is a necessary component of debt write-off and system maintenance. Running this process updates the patron account circulation activity date (CIRCACTIVE) even though this is a system-generated process and not initiated by the patron.

    We use the CIRCACTIVE date when reporting on card usage, and as an indicator of when to delete inactive cards. Because the date is updated through batch check-in, we have to do a lot of clean-up work to understand actual patron usage and behavior.

    Ideally, batch check-in should not update CIRCACTIVE. It would be fine for the account UPDATED date to be updated.

    This may apply to other batch, administrative tasks that are completed by the library and not the actual patron.

    Batch check-in is a necessary component of debt write-off and system maintenance. Running this process updates the patron account circulation activity date (CIRCACTIVE) even though this is a system-generated process and not initiated by the patron.

    We use the CIRCACTIVE date when reporting on card usage, and as an indicator of when to delete inactive cards. Because the date is updated through batch check-in, we have to do a lot of clean-up work to understand actual patron usage and behavior.

    Ideally, batch check-in should not update CIRCACTIVE. It would be fine for the account UPDATED date to be updated.

    This… more

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    3 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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    UNDER REVIEW  ·  AdminMike Dicus (Product Manager, Innovative) responded

    The product team will review this idea for consideration for a future release.