245 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.
51 votes -
Provide full Branches table and full Location code list via Sierra REST API
Today, Sierra’s REST API does not provide a reliable way to retrieve a complete list of location codes (and their names/labels) as defined in Sierra’s Branches table (SDA: Admin > Parameters > General > Branches). This creates friction for discovery-layer implementations and other third-party integrations that require an authoritative, up-to-date list of locations.
Innovative Support shared that “it’s not possible to get a list of all locations using the REST API,” and that the closest option is the branches endpoint, which only returns locations that are linked to entries in the Branch Address table, not a full representation of the…
39 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 -
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…
22 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…
19 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.
13 votes -
Allow patrons to choose to get notifications at both phone and email
We've had patrons requesting to be allowed to choose both notification methods- phone and email, not only one. This would be very useful for patrons whose phones get shut off frequently, or who have another person helping them by picking up their holds for them. Two contact methods would be helpful.
17 votes -
Automatically add date/timestamp to Notes and Messages
It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.
If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy…
66 votes -
Add Patron Type Category Grouping to the New Patron Checkout Limits Table
With the new Patron Checkout Limits table, we have lost the ability to group patron types (ptypes) into a category when configuring checkout limits that also use criteria such as Library Location or Item Location.
Currently, a separate row must be created for every individual ptype, which significantly increases setup and maintenance effort. In environments with many patron types that share the same checkout limits, this results in a large number of duplicate entries.
We would like the ability to define and use Patron Type Categories/Groups within the new Patron Checkout Limits table, similar to the functionality available in previous…
7 votes -
Improve the labels for LDR, 006, 007 and 008 in Create Lists
Currently in Create Lists it is very difficult to specify criteria for special fields like the leader, 006, 007 and 008. Many of these have the exact same label, like Audience, which appears four different times. Each of them is for audience as it appears in different versions of the 008 for different record types. Then it appears four more times in the 006.
It would be helpful if each of these different audience codes were labeled in Create Lists, such as "Audience for Books," and "Audience for Music," etc. This would make it much easier to use this function.…
20 votes -
Recycling Bin Feature for Clear Expired Holds & Holdshelf & Notices
We will periodically have situations, as we did this morning, where staff move to print their holdshelf report & for one reason or another (today's was some manner of technical issues with their printer), the content of the report is lost.
We can sometimes salvage this data from the back end by looking for holds cleared on the day by the login responsible, but it would be much easier if there were some sort of Recycling Bin style feature, where "cleared" files like the holdshelf report or paging lists were stored until the user logs out, giving them another chance…
27 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 -
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…
7 votes -
Restart a Range of Terminals
Sierra 6.5 saw the move of the process for restarting terminal sessions from our text-based management tool to the Sierra Admin App. While I'm chuffed enough about that to be writing this enhancement idea on Thanksgiving Day (and to be using the word chuffed), I'm hoping further development can make it even better & restore some of the functionality from the admin app that isn't available in this updated interface.
Specifically, I'd like to be able to restart a range of terminals (for example, all staff sessions), mirroring the Restart Multiple Terminals option in text-based. Yes, we can check a…
22 votes -
Add Days Closed Table to SierraDNA
We are interested in being able to tap into the Days closed table programmatically but it is inaccessible to both the APIs and SQL, and doesn't even have a native export feature (though you can copy and paste it easily enough).
Creating a SQL View for it seems the most straightforward solution, just provide access to the existing table, along with row numbers to preserve the ordering.
12 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…
14 votes -
Allow holds on multiple bibs at the same time from a review file
There are times staff need to place holds on multiple items that are in a review file (we are working on a collection and need to change something about a group of items) and it's time consuming to go item by item. It would be nice to place bulk item holds on items in a review file.
16 votes -
Add the ability to transfer an item-level hold to the bib level
Please add the ability to transfer an item-level hold to the bib level. In our system, holds automatically attach to an available item. When the item that has captured the hold is unavailable for some reason (ie. the item has gone missing), there is no easy way to deal with the hold if there isn't another available item. You only see the option to transfer the hold to another specific item. If these are all circulating or unavailable and there is a list of holds at the bib level, you cannot currently transfer that item hold back to the bib…
17 votes -
Allow Pickup Location Changes After Hold Is Activated (with Optional Patron Notification)
In Sierra, once a hold is activated, the pickup location becomes locked. This occurs even if an error happens or the original location becomes unavailable. The limitation creates workflow issues for libraries that use lockers, shared delivery systems, or multiple branches.
We are requesting a system enhancement that allows authorized staff to edit the pickup location of a hold after it has been activated, but before it is checked out or expires.
-Why This Is Needed:
Locker and space-based workflows: Staff may discover after trapping a hold that a locker is full or not functioning. At that point, there is…
35 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
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