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  1. Spine Label Queues are only available in the current session and do not save. We are able to print spine labels (sheet or continuous) from Create Lists, but cannot apply print templates with this function. Can we either have the option to apply print templates when wanting to print batches of labels via Create Lists and/or have the option to hold on to our spine label queues for more than just the current session?

    17 votes

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  2. When you export a file with Scheduler FTP, it currently adds a time and date stamp on the end of the file name. We have no control over this addition to the file name. This stamp makes the file completely useless for many applications. Many of the vendors we might send files to require particular file extensions on our files, such as .mrc. Since this stamp is added to the end of the file name, it is not possible to specify the required file extension.

    As a result Scheduler is completely incompatible with Ingram's Ipage service for example.

    We need…

    12 votes

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  3. 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.

    13 votes

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  4. 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.

    16 votes

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  5. Objective: Allow Libraries to assign granularity to API role permissions.

    When Libraries give a 3rd party vendor read access, we want to be able to restrict the endpoints associated with the role. In addition, we want to restrict the fields that can be returned. Ideally, the implementation of the requested features below will provide an interface to the Innovative clients where the vendor access will be managed.

    There are endpoint and field restriction examples below to show how assigning granularity to API role permissions would allow libraries to improve access management.

    Endpoint restriction example:
    We would like to be able…

    6 votes

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  6. In the SDA OR Sierra Web, the Sierra 2-tier login workflow allows administrators to set a "time-out" setting to the 2nd tier (personalized) login. This setting determines if the session will time out or close after a specific amount of time.

    This is an excellent workflow except that there is no setting to manage 1st tier inactivity. This means at the end of the day we have many Sierra licenses that remain open and the Library must manually force close the desktop applications using the "restart a process" in Admin Corner.

    Please configure context logins so that Libraries can determine…

    4 votes

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  7. In Sierra - SDA and Web - you can sort review files in Create Lists by the column header, i.e., file #, current records, max records, type, status, login and created.

    In the Admin App (BACK END MANAGEMENT > Review Files), the only columns displaying are file # (which doesn't appear to match the file # in the SDA/Sierra Web), number of records (= max records), current and name. Sorting by column is not an option.

    The display, labeling and function for managing review files should be consistent.

    Idea Value
    When managing review files in the admin app, particularly when…

    21 votes

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  8. 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 votes

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  9. 2 votes

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  10. 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…

    18 votes

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  11. 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.

    56 votes

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  12. 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…

    55 votes

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  13. 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 votes

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  14. 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…

    9 votes

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  15. 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.

    16 votes

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  16. 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.

    7 votes

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  17. 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

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  18. 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 vote

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  19. 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

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  20. 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 votes

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