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ILS - Sierra

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  1. I was hoping to see the login used to receive the items listed in the Item Record History. If possible, it would be great to see both the user and the process.

    Event | user | PROCESS
    Created | user | MANUAL
    Created | user | RECEIVING
    Updated | user | GLOBAL UPDATE
    Updated | user | MANUAL

    7 votes

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  2. 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…

    14 votes

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  3. The current wording of the fines payment lock messaging implies the presence of fines, which is not always the case and is misleading. To reduce confusion for staff, please change the message wording to indicate that another station has the record open, therefore the fines function in the patron record is locked. This will indicate to staff the reason why it's locked (another station has it open) and what they can't do while it's locked (access the fines function in the patron record).

    43 votes

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  4. Currently the only way to extend item due dates is to run Rapid Update on a review file of those items. I would like to be able to programmatically update due dates via the API. I see two potential benefits of this feature:

    Benefit 1: Rapid Update prompts for a single absolute date to apply to a group of items in a review file. There have been many times when we have wanted to extend the due dates of a group of items by "n days", regardless of their current due date. It would be straightforward to write a Python…

    7 votes

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  5. We'd like to be able to track how many times an item was checked out to our patrons vs patrons from other libraries.

    6 votes

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  6. When creating a new record for a material, it's sometimes necessary to copy part, but not all, of an existing record. However, there is currently no way to copy/paste multiple MARC fields simultaneously, despite the fact that you can perform similar operations on multiple MARC fields simultaneously like deleting them. This would be especially helpful when needing to copy/paste 336, 337, and 338 as well as various subject fields.

    5 votes

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  7. 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…

    3 votes

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  8. When checking in an item over Sierra, it would be helpful to have an extra column added for item status. e.g. Available, In Transit or On Holdshelf. This would add more transparency when processing items (especially if we are interrupted mid-scan), allow for double checking items are placed in the right pile, and help with training new staff who may want to have more visibility around the different journeys an item can take once returned. Added bonus: If it can show the additional sorting groups available in IMMS, this will assist staff even more.

    25 votes

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  9. We have shelves for new materials, and item location codes for these ("new mysteries," "new fiction," "new DVDs," and lots more). Moving items from the new shelves to the regular shelves is a chore, both in handling materials and in knowing (and selecting) what location to change them to. It would be great if you could just get into a function in Sierra that would change the current item location (the "new" one in my example) to the permanent item location (a new field that would be added with this idea, which would catalogers would populate when the item was…

    25 votes

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  10. When a new library card is created in a month, Sierra auto-populates the expiration date for the card as next month +3 years, but this has to be manually adjusted every month by the Circ supervisor. It would be nice if Sierra could automatically set the expiration date for library cards created every month.

    11 votes

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  11. When AACP is turned on and we've loaded new / changed authorities, there are some bib records impacted by the authorities' headings which do not get automatically updated and require staff edits. Sometimes it is terminal punctuation that needs to be added for certain entries perhaps tied to a new closed death date; or sometimes it's an indicator in a bib MARC field that should get added because it's in the authority record that's new or changed. We think just a little bit of development here would help save staff time.

    5 votes

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  12. Sierra SDA allows you to place holds on items with special statuses, and do not show any pop-up window to warn of this circumstance. Currently this is not possible in Sierra for statuses other than 'Library Use Only'.

    We would like the system to display a pop-up window when attempting to place a hold on an item with special status, as Sierra SDA does in checkout and checkin procedures.

    Thanks.

    11 votes

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  13. We would like the ability to select multiple, or a range of entries in the Branches table & be able to edit them in batch. For example, making a list of newly available location codes public, or assigning them a Circulation Address Number would be much easier if we could update dozens of entries at once, rather than one at a time.

    It would be nice to see this introduced across multiple tables.

    5 votes

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  14. We would very much like to see some indication in our ILS (Sierra) that a patron has opted in to receive SMS messages.

    Even if SMS Alerts cannot be their own, unique notice type & not just supplement the patron's chosen notice preference of email or phone, the simple activation of a new field would be useful for frontline staff trying to troubleshoot during interactions with the patron.

    Even a date/time stamped Note field entry that is applied when Vega Interact SMS first authenticates against the patron's record during the opt-in process would be incredibly helpful, even more so if…

    2 votes

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  15. ILL items- In Transit status and print transit slips
    We have three branches and our ILL department is located at one of the branches. We would like the ILL module to change the status to "In-Transit" instead of "Ready for Pickup" and print a transit slip when the items are being sent to two other branches.

    6 votes

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  16. Sometimes I'm working in Global Update and am using the toggle feature or the limit tool. I then want to work with just those records. I don't want to remove the others from the review file, but rather copy the records I want to look at into a new review file so that I can work with them there.

    15 votes

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  17. We at the Libraries of Malmö would like to suggest that Innovative and Lyngsoe develop an interaction between Sierra and IMMS to help clear hold shelves.

    The issue: Currently, we have hold shelves at our libraries that are numbered between, for example 100 and 120. Each day we clear the holds that have expired the previous day. When we first implemented IMMS, we noted the shelf to clear down on a paper almanac and then wrote them off a week later.

    However, we have since then coded a very simple application to keep track of this for us. The application…

    14 votes

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  18. When exporting from create list the pop-up window can be expanded, but the box displaying the criteria (chosen fields) cannot. We often export more fields than can be displayed within the box. It would be helpful to allow this box to show more of the criteria in a single view so that we can both check what is being exported and easily note what is included when attempting to add the same export to a different list. (We have already maxed out the number of saved exports.) Expanding the window provides an empty space underneath the section displaying the criteria.…

    15 votes

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  19. In the settings for code categories (Physical Format and Collection), you can change the display order, but it only applies to that page, not to the option menu users see when building a report.

    When creating a report, the list of categories is always alphabetical. There is also a "Sort A-Z" button, which is currently unnecessary (and caused confusion as its existence implies that there could be another way).

    I suggest applying the manual display order set in Admin Tools to the "edit" pop-ups in the initial filters of a report.

    This would allow us to put more commonly-used categories…

    10 votes

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  20. When using import invoices, Sierra will warn staff if they are about to process an electronic invoice that shares an invoice number with one already in the system. This can be quite helpful as it's very easy to accidentally download an invoice multiple times if you're not careful.

    However, recently one of our libraries has found that two different vendors have been producing invoices for them using the same numerical range and these are leading to false duplicate warnings.

    It would be helpful if the duplicate check compared both the invoice number and the vendor code, instead of just the…

    9 votes

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