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  1. 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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  2. In circtrans and finespaid views (and maybe more views) there are several dates that are showing a value of 0 (which displays as 1969-12-31 due to UNIX date formatting).

    Dates do not have a value of 0, they can however, have a value of NULL, which is already how things work with other dates in the system, like the bib record cataloguingdategmt.

    This should be fixed for any dates in the system, not because anyone may or may not vote for it, but because it is both inaccurate and inconsistent.

    I logged this as a ticket,…

    12 votes

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  3. 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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  4. 2 votes

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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. 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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  14. 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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  15. 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…

    50 votes

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  16. 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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  17. Currently when using the "forgot your PIN" reset PIN /Password function in the WebPAC the patron completes a pin reset form and then the system emails the patron with a link to the PIN Reset form.

    We would like to see an option to SMS the patron with the link. This would be helpful for readers who have don't have access to their email / or have changed their email address.

    12 votes

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  18. In the Sierra web-based admin utility, in Authorizations and Authentication Admin, when importing permissions from one Sierra user to another, the "donor" settings overwrite those of the recipient user. I propose adding a checkbox to allow these to be imported in an additive manner.

    Idea Value
    Recently two of my coworkers in Technical Services and Collection Development received promotions and shifted into different roles. When using the feature to assign the permissions of users similar to the new roles, old but still valid permissions were lost due to the way the feature overwrites the recipient permissions with those of the…

    36 votes

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  19. We've had a couple of instances where the Encore 'Did you mean?' suggestions have offered up inappropriate alternatives to the search that was performed.

    The first example was that it suggested 'sex manuals' when a search for 'car manuals' was performed.

    The second example was that it suggested 'American poets' when a search for 'African poets' was performed, to which our client took offense at.

    We would like to see some functionality added to Encore that would allow us to customise what suggestions display and what do not display for the 'did you mean' algorithm. This would allow us to…

    1 vote

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  20. More control over choosing priority between the item-level holds queue and the bibliographic-level holds manually so that the Processing department can pull back specific items on popular, high-volume holds with more ease.

    3 votes

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