301 results found
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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.
14 votes -
Sorting Searches in Patron Indexes
When creating a new customer record from scratch, or when updating & finalizing those submitted through our online application, we have staff perform some checks to prevent duplicate records.
They'll begin by searching the Name index to make sure that there's no pre-existing record for the same name. Then as backup, they'll try searching by birth date or phone number.
However, when you search by birth date or phone number, the results do not come back in alphabetical order, making things a bit harder than they should be for frontline staff. See example image where the search for the DOB…
6 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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More name fields in get patron API
At present, we can only see the full name field in get patron endpoints. For some systems that connect via api, it would be highly beneficial to have other fields available relating to patron information. For example, separated first and last names.
This is due the some systems relying on the information it can read from Sierra and not process further to define a first name.
4 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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give libraries the option to exclude ratings from Homebound circulation workflows
Our homebound customers love the Sierra reading history functionality, but tell us that they do not want the Library to give them a checkout receipt that includes an option to rate the title. They also tell us that they do not want their personal information on the receipt (and the library cannot edit the Homebound receipt template).
Additionally, circulation staff workflows are hindered because if a stack of homebound items are returned, they have to use the keyboard / mouse to move past the checkin rating prompts.
5 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Edit Username in Admin App
Once a user is created in the admin app, you are not able to update the username. You may update the password, permissions, etc., but not the username itself.
All of our clerk-level positions are part-time, so there is a lot of turnover. Each time an employee leaves, his/her account must be deleted and a new one created for the replacement. When the new account is created, you then must import all of the permissions, options, locations served, etc., of a comparable employee for the same location.
Ideally, we would simply be able to edit the username and password and…
64 votes -
Enable API update of patron records to blank out expiry date
Sometimes we want to update a patron record and blank out a date in the expiry date field for a continuing staff member.
The patron API cannot do this - blank values are rejected as invalid JSON e.g.
{"expirationDate": " - - "}
{"expirationDate": ""}
{"expirationDate": "--"}
{"expirationDate": "null"}All we can do is add a date, and for continuing staff we can only use the maximum possible date of 18 Jan 2038.
Enhance the API to accept a blank value in expiry date.
5 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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MARC tag - exporting
When exporting MARC tags, export should have all the subfields marked. Now that I try to export say 041, I can´t see if the language code is in a, b or d... And this would be important to know as it is not the same to have say |a fin |h eng and |a fin |a eng.
12 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Customize default item view based on function
It is currently an option to be able to set the default view of an item record across Sierra. However, it would be nice to be able to have a different default view set for the different functions in Sierra.
For example:
When in the Circulation function - I'd prefer the default view to be Hold.
When in the Cataloging function - I'd prefer the default view to be Item.
When in the Acquisitions function - I'd prefer the default view to be Order.I understand that I could just have multiple windows open and set the default view differently…
21 votesThe product manager will review this idea for possible inclusion in a future release.
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Separate summary view property for each of the search functions
When a Sierra SDA login is first created the system utilizes individual summary view properties for the various search functions. By default in cataloging if you open up the summary view of a record you see item records, in search/holds you see holds, in place orders you see orders and in serials checkin you see checkin records.
If you opt to change that setting however from the record view properties menu (say to change this to view all) it can impact all 4 search functions. It would be better to split this menu out, so that the setting for each…
8 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Disable Reprint bills button In Sierra
We can’t use this button because we don’t use print templates for our bills.
We would prefer them to look pretty with Print Templates instead of the plain text we currently have. To avoid staff confusion, it would be great if this we had the ability to disable/grey out this button.3 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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View Public Display - Allow for Multiple Choices
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46670854-sierra-5-5-direct-view-public-display-to-disco is closed/says it's already supported, but the part for being configured to more than one display option is not addressed. We would like to be able to have more than one option to display - Vega, Classic, Encore and even III Mobile if possible - so we can see how all iterations look right from the SDA. So in the menu it would be View | Public Display | array of choices
14 votes -
New "Booked" status for items scheduled in the Booking Module
Idea: create a new status that references a scheduled booking for an item.
Value: Currently, Sierra does not change the status of an item that has a scheduled booking. When using the API to reflect the status of an item on a catalog, the item will show as status - (On Shelf) even though the item is not available because it has a scheduled booking for that time. This makes it seem as if the item can be scheduled for a specific time when it is already booked. When an item has a booking, changing the status to "Booked" when…
2 votesThe product team will review this idea for consideration for a future release.
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Dark contrast display option for the SDA
We see the Sierra 6.0 Release Notes features new Accessibility improvements in the SDA. It is unclear if this includes a high contrast display option which staff recommend to support use of the software by many different types of staff.
14 votes -
Generate Statement of Charges directly within patron record
It would be very helpful to be able to print a Statement of Charges directly from a patron record (and have it formatted for 8-1/2 x 11 paper and mail-ready).
For context, we are a 138-library consortium, all notices are Auto Notices, and we do not run Statement of Charges for the consortium. Yes, you can run a statement for 1 patron in the Notices function, but this requires consortium staff intervention since that permission is locked down to consortium staff. It would be much simpler for our member libraries to be able to print such a statement on an…
16 votes -
Charge type on fines tab needs to specify if it is a damaged item
Would love to see the word "replacement" changed to a word that gets at the actual status. Currently the charge type of "replacement" is used for a long overdue item that has been billed or a damaged item that has been billed. To find out if the item that has been billed is damaged or just hasn't been returned you have to go into the item record to see if a damaged note has been added.
7 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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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.
2 votesThe product team will review this idea for consideration for a future release.
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Make printer option defaults available by workflow, and have "send to email address" send only to staff email addresses
This is two fold. First, we would like to be able to set a default printer option determined by the staff users workflow (circulation workflow/function would default to "email to patron", and cataloging function would default to local printer, etc). So staff log in and select their function area and the system uses a specific printer default accordingly.
Secondly, we would like to have the "Send to email address" printer option changed somewhat. When selected, it would have a drop down of emails available to send to. These would be set up by the system admin. It would reduce the…
2 votesThe product team will review this idea for consideration for a future release.
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Add permission to prevent user deletion of notice jobs
We frequently have the unfortunate situation where staff accidentally delete their paging list from the list of Notices. Ideally, we'd prefer that frontline staff be able to prepare, print, & fulfill their paging lists but not be able to delete them.
Separating authorizations to create/edit/delete these lists from the preparation & printing would save support staff a great deal of time spent recreating these lists & remove some of the potential for frustration & confusion among frontline staff.
40 votes -
Preferences font settings can affect catalog display
When you increase the font size to 20 for cataloging, it enlarges all the other information except the title line which remains the same. As a result, the title line appears smaller in comparison to the other information. It would be great is the title also displayed in the larger font.
12 votes -
Sort "Due Date" column in "Item" view as date instead of string
When a user is in the Cataloging workflow, the "Due Date" column in the "Item" view is sorted as a string instead of a date, eg "1-01-2023" comes before "9-01-2021". It would be helpful for this to be sorted as a date and match the sorting of the "Due Date" column in the "Holds" view.
13 votes
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