241 results found
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Add "Available at Branch" to Sierra Search/Holds facets
Staff want to limit their search in Search/Holds to items that are on the shelf at their branch. These would be items with a status of "available" and a loan rule equal to zero.
Circulation workflows are severely impacted when staff have to use the SDA and the Discovery Catalogue to determine if items are in the branch.
Libraries with floating collections or multi-branch libraries do not always know what is on their shelves.
Customers that visit the circulation desk want to know if an item is in the branch. Staff want to know if items on a particular subject…
12 votes -
Add ability to add/store PDF documents in patron records
I know that there is a product called External Patron Images that would allow patron photos to display in their records. I am wondering if a similar product exists for documents (such as PDF)? For some of our lending items, patrons must sign a user waiver to agree to the terms and conditions, and we currently have a two step process to verify if this has happened each time they come in. It would be good to be able to add the scanned image of the waiver to a patron record for easier verification.
7 votesThe product manager will review this idea for possible inclusion in a future release.
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Open and edit patron record from item record
When viewing an item record, you can double click on the patron# and you can view the patron record of the person who currently has the item on loan. It would be good to also be able to have the option to actually edit the patron record, and to also be able to access what they currently have checked out.
Idea Value
This would negate having to have another Sierra session open and do a separate search for the patron's record so as to check what else they might have on loan, and/or to amend their record/add a message etc.…70 votes -
Sort Headings Reports by bib record
When going through various Headings Reports, we'll end up reviewing the same bib record that has multiple first-time-use entries throughout the report. It would be nice if they could be sorted by the bib record to reduce staff time and stay in the same record as long as needed.
Perhaps the bib record could be pulled from the Entry column and inserted into a new column in the display that could then be sorted like the other available columns.
15 votes -
2 votes
This idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Check out circulation desk - add filter for home library or statistical group
We have a large consortia set up. Many clients are not required to bring their library card to the library circulation desk/s. When the library staff are searching for patrons with common surnames, quickly identifying their branch's patrons can be difficult - staff suggest adding a filter for home library or limiting the browse to their statistical group in their logins will limit the number of mistaken attempts to open the incorrect borrower record.
8 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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Make the hold status information updatable in API
There is currently no way to update the status of a hold in the API.
It would be very useful to change the status from
"status": {
"code": "0",
"name": "on hold."
},to
"status": {
"code": "i",
"name": "Requested item ready for pickup."
},Enhancement to be integrated into https://ideas.iii.com/forums/951745-ils-sierra/suggestions/47618129-it-s-about-time-to-make-holds-apis-first-class-cit ?
2 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Override Prompt/Authorization Required - List Permission(s) Needed
Sometimes it's unclear what permission is triggering the authorization required/override prompt during a transaction and thus what staff member will need to step in to override/allow the transaction to go through. It would be helpful if the "authorization required" prompt included the permission(s) that apply to the transaction.
11 votesThe product manager will review this idea for possible inclusion in a future release.
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Insert name, date of birth and address using an ID scanner
I am wondering if Sierra can be adapted to automatically insert name, date of birth and address using an id scanner, such as those used at grocery stores when verifying a person's age. This would save staff the time of manually entering this information into the appropriate fields. It would also allow less typos and/or other mistakes when inputting the information. Of course, having the manual option would still be necessary.
8 votesThe product manager will review this idea for possible inclusion in a future release.
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Alert or automatically unfreeze holds
Customers have the ability to freeze holds currently, but after the time has elapsed from them to be frozen, there is no message or alert, or automatic way for the holds to be "unfrozen".
Make a way for the holds to automatically unfreeze, or at the least for the customer to get a notice that the time has expired, so that they can unfreeze the hold themselves.
Idea Value
Our staff look at holds and how they are progressing as an indicator for purchasing additional items. the frozen holds show up in this list as well, and it is challenging…53 votes -
Modify Estimated Price Via Rapid Upate
Our Acquisitions staff does not use List Price when ordering, & is hoping that Estimated Price could be modifiable via Rapid Update. At the moment, this would help them modify 200+ order records, which they now have to do manually.
2 votes -
Patron Record Display - Increase Height and/or Allow Column Adjustments w/Custom Display
When you retrieve a patron record, the system displays information from that record in the top half of the window. See https://csdirect.iii.com/sierrahelp/Default.php#sril/sril_disp_patron.html for details.
This height of this area of the patron record display is quite short.
While you can make adjustments with WHAT is displayed, the number of columns used in each display is not configurable. (I.e., the Custom Display option always displays the specified record fields in a single column.).Yes, to view more fields in the patron’s record, you can hover your cursor over the i icon (which no one pays attention to/misses completely), and an expanded…
17 votesA nearly identical idea was previously submitted through Idea Lab and is under review.
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Notify when Holds exist for linked patrons
Notify user when a patron linked to the current patron has holds available for pickup. This would eliminate the need to check individual accounts. The also eliminates having a patron leave without all the available holds for that family.
15 votes -
Globally Update Loan Rules
When there is a change to Loan Rules such as an increase to number of renewals, etc., it would be beneficial to globally update the field instead of changing each independently.
During Covid we increased the renewals and then decreased them a year later. I was told there was not a way to globally update the field and had to go into each Loan Rule to make the change.
Idea Value
This would save staff time and possible errors. Freeing staff to be more productive in other areas.51 votes -
Delete and modify identity providers during SAML configuration
It is better to provide the option to delete the identity providers and modify the name of the identity provider by the administrator during SAML configuration.
1 voteThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Add a new filter to the heading report to exclude suppressed records
Currently at the time of creating the header report it is possible to exclude records without CAT DATE. We request to add a new filter to the heading report from the fixed field "Bib Code 3" in order to exclude bibliographic records with the value pending validation (supressed records from webpac).
9 votes -
Make API loader allow bad MARC
One of the major advantages of Sierra is it's flexibility. Particularly the Sierra fixed fields. Sierra allows those fixed fields to be used in non-standard ways, but the API loader does not have that flexibility. If you try to load records with unexpected data with the API, the load will fail. The API MARC loader does not have to validate MARC. Sierra has never really validated MARC. Don't start now. The API should allow the same weird non-standard data as the rest of Sierra.
7 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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Increase the Max Item Categories in the Patron Block Table
Increase the Patron Block Table to allow more than 4 block categories for groups of items by item type/location.
We would like to see Innovative add at least 6 additional categories, bringing the total categories up to 10.
Idea Value
Libraries are lending an increasing array of non-traditional materials. More categories in the patron block table are necessary to facilitate limited lending on these materials.This would allow libraries to limit lending more granularly. For example, allowing a set number of items in each of the following categories:
Books -100
CDs - 25
DVDs - 5
Videogames - 1
Games/Puzzles…47 votes
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