265 results found
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Repeated Bills - Showing Sequence Number
We use the Repeated Bills feature, where after the bill is sent day 30, we send a repeat bill (#2) on day 40 and a final repeat bill (#3) on day 50. Unfortunately, when you run the Notice job for Repeated Bills, there is no way to tell whether the repeat being sent is for day 40 (#2) or day 50 (#3) except if you scroll through all of them and do the math as it pertains to the item status date. Staff haven't been doing that regularly. Ideally, there would be a column that showed you what # of…
3 votes -
Create RestAPI with a Patron Validate role that updates the “last circ activity date” in patron record
Our library wants to provide the patron validate role to our vendors.
But, we do not want to give the vendors any read or write roles.We do this now with several vendors, but the authentication does not update the "last circ activity" field in the patron record.
Is it possible to add a new permission that would only allow authentication but update the "last circ activity" field in the patron record.
Why add this feature?
Our library purges patron that don't circulate for X number of years. We don't want to delete patrons that are actively using our eVendor…17 votes -
More universal accessibility features
Improving universal accessibility features for users/employees with diverse accessibility needs.
For example, for employees with visual impairments :
- High contrast mode and adjustable font size. Currently, users can change text color and size, but increasing the font size often causes content to be hidden, as the window does not automatically adjust. Users must manually resize the window each time. A responsive layout would greatly improve usability.Other potential improvements could include : screen reader compatibility, customizable keyboard navigation, text descriptions for icons, etc.
Even just the high contrast would help a lot. Additionally, it would be helpful if users…
14 votes -
Add "max number of overdue items" column to patron block table
Many libraries have eliminated fines and they would like alternative ways to provide an incentive for patrons to return items. We would like the option to block patron circulation based on a Library determined number of overdue items. This rule could be added to the Patron Block table so that libraries could customize rule as necessary.
Idea Value: This new setting would provide an incentive for Customers to return their items.
Idea Value: We don't want to restrict the number of items a Customer can sign out, but want to restrict borrowing after a specific number of overdues.
Idea Value:…
25 votesThe product team will review this idea for consideration for a future release.
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Add ability to extend the hold Pickup By date to the /v6/patrons/holds/{holdId} API endpoint
Currently the only hold parameters one can modify via the API are
PatronHoldPut {
pickupLocation (string, optional): the hold's pickup location code,
freeze (boolean, optional): whether the hold should be frozen (suspended)
}It would be very helpful if the Pickup By date – and while you're at it, the Hold Note – were added as modifiable parameters. There have been many times when unscheduled branch closures or problems in sending hold pickup notices have caused us to want to extend hold Pickup By dates for items on the holdshelf.
Having this functionality in an API endpoint would permit a…
14 votes -
Create a different template for repeat bills
Add the ability to create a template specifically for repeated bills. This would allow us to send a different message for a reminder bill than what we sent in the original bill. This is would be similar to how we are able to create different templates for 1st, 2nd, 3rd etc Overdue Notices.
23 votes -
Expand Window for Create List Export Criteria Display
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.…
5 votes -
Ability to view history for item and volume records.
It would be helpful for us to have access to the history of item and volume records, including details of their creation and any subsequent edits. This would improve our ability to track changes and ensure accountability if any issues come up.
25 votesThis enhancement is planned for Sierra 6.6.
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Automatic SSL Certificate Renewal
Keeping our systems secure with SSL certificates is essential. Certificates need to be renewed and there is a service commitment to handle this process. But there is a better way. SSL providers can be setup to automatically renew and deliver an updated SSL certificate to our systems when their expiration time approaches.
This idea is for Innovative to support software-only site with setting up an automatic SSL renewal process thereby keeping our systems safe from expiring certificates and making the process worry-free.
21 votesThe product team will review this idea for consideration for a future release.
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Add Character Map to Patron Record Creation/Editing Menu
Despite the constant threats to our funding & the fact that some seem to treat the notion of DEI as offensive, we continue to want our library to be seen as a welcoming & inclusive environment for our patrons.
We would like to be able to extend this to how their name is represented in Sierra & on notices/when seen in the catalog. We currently have a sort of crib sheet for staff to use to insert diacritic characters into patron names as needed, but think it would be helpful if they didn't have to navigate away from Sierra when…
15 votes -
Add "hold status" and "item status" limits to high-demand holds function
The high demand hold report is a powerful tool that sums system items and system holds.
Adding a "hold status" and "item status" pre-search limiters would vastly improve the use of this report
Why add these limits?
There is no Sierra product (including Decision Center) that allows users to deselect frozen holds from “total holds” count.
This report counts "system holds" as any hold with any status (including item holds that will be filled by "in transit" item)
This report counts "system items" as all items (including billed and missing) so there is no way to know how many items…
15 votes -
Add "permanent location" field in item record and function to change to it
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…
8 votes -
Globally purge charges by itype
Idea: add a limiting feature to Globally Purge Charges that allows for choosing which fines to clear by itype.
We use itypes to delineate lending in addition to the location code. With libraries transitioning to fines-free policies and seeking to waive existing overdue fines for patrons on some items (but not all), the current function structure complicates matters, as it only allows for limiting by location code, rather than by item type. There are ways to work around it but they are cumbersome.
5 votes -
Permit user selection of multiple Remote Search (Z39.50) Load Tables for record overlay
Sierra uses a particular Load Table to determine how bibliographic records are overlaid when new records loaded via Remote Search (i.e., downloaded from another library catalogue using Z39.50)
According to Sierra's documentation the default Load Table is "m2btab.b", but Innovative can configure Sierra to use another one if desired.
We have found that certain projects call for different Load Tables because different sets of fields should be retained, discarded, or inserted. It is possible to change to a different Load Table for remote search temporarily (or modify the current Load Table), but that would affect all cataloguers for the duration…
5 votes -
Batch Check-In Should Not Update Circactive Date
Batch check-in is a necessary component of debt write-off and system maintenance. Running this process updates the patron account circulation activity date (CIRCACTIVE) even though this is a system-generated process and not initiated by the patron.
We use the CIRCACTIVE date when reporting on card usage, and as an indicator of when to delete inactive cards. Because the date is updated through batch check-in, we have to do a lot of clean-up work to understand actual patron usage and behavior.
Ideally, batch check-in should not update CIRCACTIVE. It would be fine for the account UPDATED date to be updated.
This…
22 votesThe product team will review this idea for consideration for a future release.
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add location column in Count Use function
Under the count use function, is it possible to add a location column? Currently, we have Title / Barcode / Count / Status. This way, when staff collects used but not checked out items and counts their usage, they can also see - at a glance - if the item belongs to a different floor/location and can separate it on the spot.
This added information will save staff time and minimize the chance of something being misplaced.
8 votes -
Send to: Notices
It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to the Notices function.
I had submitted a similar request that the shortcut be added to Globally Purge Charges & am wondering if this might be combined into one request or if it's easier to introduce them one at a time?
Use case: each week, Cincinnati generates a list of customers sent a statement of charges (bill notice) via Create Lists. This list is then…
6 votes -
Create Lists - Saved Searches - Ability to Rename, Show Creator, Last Used
We repeatedly run up against our limit of saved searches in Create Lists. There are probably saved queries created long ago that no one is using/needs. I was hoping to assign staff to review the queries and put their initials in the saved search name, but when you go to Edit, you can only edit the query, not the query name (like you can a review file). Ideally it would work like the review files themselves, when you can see who last ran the list (initials, date and time). And perhaps apply the "Own" option. This would really help to…
39 votesThe product team will review this idea for consideration for a future release.
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Create a pop-up when you are about to overwrite a review file in create lists.
It is very easy to accidentally overwrite a review file in create lists. There should be a pop-up that asks if you want to overwrite the file so that you know you're doing it.
8 votes -
Disallow cancellation of holds by Pickup Location, Loan Rule or Stat Group
It would be helpful to have the ability to prevent a hold from being canceled based on its pickup location.
We have holds pickup lockers installed in three locations and are finding that if the lockers contain an item which has since had its hold canceled, the lockers will send a CheckIn SIP transaction to Sierra for that item, resulting in the item being [logically] used to fulfill someone else's hold [while physically still housed in a locker]. For popular new releases, this is happening more frequently than one might imagine. The ability to disallow the cancellation of holds at…
10 votes
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