241 results found
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Batch/Copy Option for Patron Record Creation
Someone at CHPL is suffering from Polaris envy & suggested Sierra offer a comparable record to copy/duplicate patron records. They're hoping for a way to speed up the record creation process for families of 5 or 6 that visit the library together & all need to register for cards, which is apparently not an uncommon scenario. The ability to quickly replicate certain fields (address, home library, maybe phone, e-mail, etc.) from one record for x more should facilitate that.
16 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Hidden review file management and bulk delete
Idea Description
Create tools for managing the hidden review files that are created by the system or record loading. Being able to see the list of hidden review names, record numbers, dates, would be great for system housekeeping. Being able to bulk delete the review files many of which are from record loading would be even better!Idea Value
This idea would go a long way to helping system administrators clean up the review file section of the system. The currently method of having to copy them is clunky at best. Deleting them one at a time is even clunkier and…32 votesThis idea has been selected to include in Sierra 6.4
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Staff activity log
We occasionally have issues with staff abusing their ability to waive fines or deleting items inappropriately or accessing patron accounts outside of acceptable library operations. We would like to have a way to view these actions within a log file associated with each Sierra login (or filterable by login) so that these activities could be periodically audited by managerial staff and retroactively be reviewed when inappropriate system activities are believed to have taken place.
18 votes -
Improved loan rules & loan rule determiner documentation
The current documentation on loan rules, loan rule determiner, and float determiner table is very limited, and training on these important functions do not exist within Innovative's training & learning center. More comprehensive documentation with examples would help libraries better manage loan rules, and perhaps simplify how libraries' existing rules are setup.
14 votes -
Add record to list
Idea Description
Currently within create lists there is a option to add records to a list that can be accessed when viewing the contents of a review file. This opens a search window where you can then pull up a record and add to the review file once you've found what you're looking for.It'd be nice to open up this function and make it accessible outside of Create Lists such that from any record you can click on an "add to list button", which would bring up a window of existing review files of the relevant record type and…
31 votesThis idea was selected in MEEP voting for inclusion in Sierra 6.3.
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Preserve notice job sort between edits
Sierra does not preserve any applied sorts after a "Notices Job" Edit dialog is closed. Instead, jobs are re-sorted by job number. This makes it difficult to keep track of which jobs have been reviewed, and generally contributes to unnecessary frustration in the Notices function.
This improvement is related to "Arrange Saved Notice jobs" suggested by Kathy Setter, but instead of applying a custom arrangement I am asking for persistence on a short-term basis:
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46677958-arrange-saved-notice-jobsRationale:
When making changes to multiple notice jobs at once, it is often necessary to sort notice jobs (e.g., by template, location, or "auto") to…6 votes -
Ability to disable a user with one click in Admin Corner
The ability to log into admin corner, view all users and with one click disable them (not delete, but deny them log in access) would be helpful for those with revolving part time employees.
We have student employees that change out regularly, but sometimes they come back as graduate student help, etc within a short time.
Being able to simply turn off an employees access and review it within a year or less to determine if it should be deleted or held would be helpful for keeping our staff accounts cleaned up.
8 votes -
Max Item A-D But For Holds
I had first suggested this over a decade ago when at another library that was struggling how to balance its combination of branch & research library users & the sort of requests they might make. While no longer there, I still see it as a potentially useful means for staff to develop their request processes & create limits within limits.
What I'd like to see is the ability to not only set a hold threshold, but as is the case for the Max Items A-D allowed as applied to checkouts, allow a similar breakdown for holds.
Optimally, this would allow…
6 votes -
Create user permissions/roles for limiting SierraDNA access
We have had a number of instances recently in which a vendor has requested SQL access in order for us to utilize there services. We are hesitant to allow for that (and have policies against it) due to the quantity of secure data that would also provide access to.
What we need is a way to provide lesser SQL access to particular users to allow them to tap into only the relevant tables (bibs & items for some. Circ_trans and patrons for others).
Beyond the vendor scenario it would also be fantastic to provide limited access to more of our…
13 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Have system-generated review files appear in the drop-down list in Global/Rapid Update
Idea Description
If system generated review files could appear in Global Update/Rapid Update Review File dropdown list without even downloading them to Create Lists first that would save so much time.It's a normal part of my daily workflow to upload records using Mobile Worklists or Data Exchange, copy them into Create Lists and manipulate the file in Global or Rapid Update.
Idea Value
With the file appearing in the dropdown list in Global/Rapid update, the file can be manipulated as usual AND users wouldn't have to remember to empty the Review File (which was only created so it could…29 votes -
Allow for Batch Scanning via RFID in Mobile Worklists
We are looking at maximizing the potential for RFID as it relates to inventory & using Mobile Worklists to do so. I know that the scanning of individual tags to update the inventory date was introduced in 11/23 for MW 4.6, but this would mean having the capacity to scan tagged items in batch determined by the capacity of the tag reader with a wand or device like the one pictured, & have their inventory dates updated directly, rather than having the scans stored to an SD card & then uploaded/updated via Rapid Update.
3 votes -
Add a Note Field in the RFID Pad Server Options Table
As ILS administrators of a large consortium, we would like the RFID Server Options Table to have an additional field/column to add notes (library name, dates, staff initials). When one of our member libraries needs to change RFID entries, we sort through nearly 200 lines to determine which one needs updating. Many entries use IPs without identifying library information. We must read through old library correspondence to discern which IPs belong to the library. This task takes up valuable time when we are trying to assist a library with troubleshooting or adding and removing entries.
An additional free-text field to…
13 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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More Granularity in Hold Blocks
Currently, the ability to override a hold block is governed by permission 92.
A hold might be blocked for a number of reasons. Staff might attempt to place more than the max number of holds allowed for a customer. They might place a hold for a customer on an item they already have checked out, etc.
One scenario especially has been problematic for as long as I can remember:
A patron finds an item on the shelf & takes it to a service point to check out. It turns out that this item can satisfy a hold placed by another…
6 votes -
Don't allow Scheduler to save passwords it can't use
I just learned that Scheduler Output MARC records can't send an FTP password that includes the characters [{}"/
It will let me save a task with such a password and spend months trying to figure out what's wrong. If it can't deal with a particular password, it should give an error saying what's wrong with the password.
5 votes -
Clear Jarcache files upon first run of the SDA after an upgrade
Idea Description
Automatically clear the jarcache directory in the Sierra Desktop App installation files after an upgrade or provide an option in the SDA settings to enable this.Idea Value
The jarcache directory is updated the first time the SDA is launched after a Sierra upgrade. After several upgrades the directory becomes bloated with old .jar files. It makes sense for the jarcache directory to be cleared as part of the first launch of the SDA post upgrade. This will ensure a fresh set of jar files.23 votesThis idea was selected in MEEP voting for inclusion in Sierra 6.3.
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Remove duplicate items on paging list
Duplicate instances of a single item frequently appear on Bib Paging Lists resulting in confusion and either wasted paper (up to 7 pages were printed for a single item once) or wasted time deleting those lines before printing. There is no need for the paging list to alert us to multiple holds for any item, especially if we can't physically fulfill those holds.
33 votes -
Check Out tabs (check out, checked out items, holds, etc): ability to toggle between tabs in Check Out
Technical Services Staff and Circulation Staff often ask for the ability to toggle between tabs in Check Out. We need to reduce repetitive keyboard strokes at checkout and this workflow requires staff to continually reach for the mouse during a circulation transaction.
For example: There is no way to move from the patron check out screen to the patron holds screen without using the mouse to select the corresponding tab.
The Check Out options (check out, checked, out items, holds, fines, check in, linked patrons, bookings etc) could be hardcoded to the drop down menu options so that Administrators could…
4 votes -
AI Clean Up Functionality - Sierra
I understand that III is planning to incorporate AI functionality into the Vega platform (newsletter text, website content, etc...). I think it would be really useful to have AI data cleanup functionality developed for Sierra.
I'm not sure exactly what this would look like but here are some potential ways this could improve catalog metadata:
- catalog record cleanup (bad codes, incorrect codes, codes inconsistent with local practices for similar records, etc...)
- patron record cleanup (bad codes, codes inconsistent with similar-type accounts, etc...)
- automatic tagging of demographic (we use one of the patron codes to indicate reciprocal library…8 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Customise font size and other details in Sierra pop-up messages
We'd like the ability to customise the font size of the text in Sierra popup messages i.e, increase font of where items are going to be picked up, or making the destination in the top part of the message stand out? Or removing call number which we do not use.
12 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Option to exclude frozen holds from total holds queue in catalogue
Libraries should have the option to exclude frozen holds from the total holds queue that appears in any catalogue.
Benefits:
1) Customers will have a better idea of where they are in the hold queue.
We encourage customer-driven hold management, and customers have told us that they want an estimate of when their holds will be filled.
This is especially true when customers place multiple hold on titles within a series.2) Customers will not see inflated hold queues and provide feedback to the Library that they should purchase more copies.
3) Customers could make an education decision on whether…
13 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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