291 results found
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Improving Hold Shelf Management in Sierra and IMMS
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…
13 votes -
Decision Center - physical format/collection sorting
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 -
Add the ability to transfer an item-level hold to the bib level
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…
9 votes -
Limit duplicate invoice warning by vendor
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 -
Auto- Update library card expiration dates
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.
8 votes -
YTD Renewals tracker on item records
Similar to the YTDCIRC tracker on item records in Sierra, add a tracker for YTD renewals as well. This would allow collection development staff to quickly assess a more accurate snapshot of an item's usage.
5 votes -
Include Individual Item Costs in Overdue Notices
Make it an option to also include the item cost in the overdue notice as well (incentive to return!).
In our date due slips (JasperSoft) we include the cost of each item and a total cost to show what the patron saved by using the library vs. buying.
61 votesWe are planning to add the item cost to overdue notice data so it can be included in overdue notices sent through LX Starter as of Sierra 6.7.
Additional changes will be needed in LX Starter before the new data can be included on emails for overdue items.
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Retain Out Location When Renewal Stat group is not zero
Currently, in order to maintain the out loc field in an item record while it is checked out for libraries with auto-renewal, the actual renewal location statistic group number must be zero. This is frustrating as the zero stat group number does not display in reports and we need all renewals to appear in reports. There needs to be a way to retain the out loc in an item record when the renewal stat group number is not zero.
7 votes -
Expand invoice record fields that can be exported from Create Lists
Create Lists allows staff to create review files of invoices, but a number of useful fields from the invoice cannot be exported from the system. Notably the subtotalamt, shippingamt and totaltaxamt fields, which can all be accessed via both SQL and the RestAPI, are missing from the export options.
We would like to see these added so that fuller invoice data could be exported into something like Excel for further accounts reporting and tracking.
13 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…
26 votes -
Redirecting Duplicate Copies at Check-In
For libraries using floating collections, the system should support automated redirection of duplicate copies at the point of check-in to other branches that do not currently hold a copy of the title.
The system should surface eligible destination branches automatically, eliminating the need for manual title-level analysis by staff.
In multi-branch library systems, the workflow should allow configurable prioritization rules to determine the destination branch when redistributing items.
Prioritization logic could be applied in the following order:
1) No copy of the title is currently available/on the shelf at the receiving branch
2) Title (or item if not possible) has…3 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.…
10 votes -
Improve patron address parser to better map data to the patron_record_address table
Sierra has a mechanism for parsing the free text entered into patron address fields in the client into separate fields for elements such as city/state/postal code that exist in the patronrecordaddress table. Those distinct fields may then be searched in create lists or utilized in SQL queries. However, the algorithm used to parse out those data points is extremely rigid in terms of the data it expects to see and is quite prone to mapping data incorrectly if an address entered into a patron record does not conform to those guidelines.
For one common example in our system…
28 votes -
Add timestamp to "Suspended" field in user account
Problem:
Our practice is to suspend user accounts when a staff member leaves, rather than delete it, so that we can copy the necessary permissions when a replacement is hired. We then try to delete the accounts after 6 months, but there is currently no method within the Admin App or SQL that tells you when a login was suspended, so we have to track that manually.
Value: adding a timestamp to this field would enable us to more seamlessly manage user accounts for our large consortia and ensure that unnecessary logins are periodically purged.
8 votes -
Make pop-up windows remember size and location
When creating a new bib record and using the insert drop-down box, the windows always open in the same place and the same size. If I change the location or size of the window, I have to do it EVERY TIME. This is very annoying. Let me set those parameters and make them permanent for my login.
12 votes -
Add "mark damaged items" workflow to checkin
Staff need an easy way to make an item "damaged" when performing check-in. The current damaged workflow requires staff to be in the patron account.
All of our libraries have book drops, and every day, damaged items are returned. It doesn't make sense for library staff to stop their process, review the item record, and then review the patron account details in order to mark an item as damaged.
Can the "Mark Damaged Items" button that appears in the checkout function (checked out items) screen be added to the check-in window. I have attached an image where we would like…
23 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…27 votes -
The patron selfreg form should record the origin IP in the patron record
To inform the blocking of IP ranges from which bad actors are abusing the /selfreg form, record the origin IP in a varfield or new fixed field on the patron record.
If a varfield, the default of an x-Note would suffice, but make this varfield tag customizable via one of the administrative interfaces. Historically speaking, Admin Corner would have been the go-to place to make this customization.
7 votes -
A "full Payment History file" event should log an error to the Admin App's System Messages log
Today our Payment History file reached 9,999 records which is close enough to the 10k record capacity that the attached error message was displayed. Fortunately the staff member had the presence of mind to screen-capture this error dialog today so I could read its message verbatim, but this isn't always the case. It would be helpful for an error of this severity to be written to the System Messages log viewed using the web-based Sierra admin app.
Given the low variety of error messages written to that log, there must be all kinds of similar messages which are not logged,…
15 votes -
Batch Edit Branches Table
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.
2 votes
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