318 results found
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Decision Center - Include Series Information in Weeding Reports
When pulling Low Circulation (or High) reports (Collection Tools > Maintenance), would like to include the Series Title (if applicable) in the displayed (and exported) report. We run into titles that have low circs, but if we see it's in a series, we normally don't weed it, because the series should remain complete. Thus we are stuck using Create Lists for this type of information (either exporting the report as a review file and then exporting fields THAT way or simply starting with Create Lists from the get-go). It would be more convenient if it was included in Decision Center.
4 votes -
Refund Functionality in Sierra
Currently, Sierra does not provide built-in functionality for processing or tracking refunds. While the system records partial payments that result in credits (displayed as negative fines) and waivers applied by staff (visible in Fines Paid), there is no equivalent workflow or tracking for refunds.
We request the addition of a refund tracking feature within the patron record, ensuring that staff can see when a refund has been issued. Specifically, we propose:
A clear refund indicator in the patron record.
A display of refund amounts including payment method in the Fines tab, similar to how fines and waivers are shown.
An…12 votesThe product team will review this idea for consideration for a future release.
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Abililty for Sierra's NCIP responder to be able to parse ISBNs
Right now NCIP for Symphony, Voyager, Polaris, Koha and Evergreen all accept ISBNs, but Sierra's does not.
6 votes -
Send To - Delete Records
Sierra 6.3 saw the introduction of a feature that allows users to select a file in Create Lists mode & then, from the Tools - Send To menu, direct that file to either Global or Rapid Update, eliminating the need to navigate to those functions & then find & select that file.
I would like to see the same introduced, but for the Delete Records function.
Doing so would similarly streamline the workflow when doing record purges in Sierra.
13 votesThis enhancement is planned for Sierra 6.5.
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Allow for Customization of Fields Included in Expanded Display of Patron Records
I recently learned that the fields included in the Expanded Display for patron records (when you rollover/click the i next to the record) are hard coded.
I found this unfortunate, because what's shown in the Expanded Display differs depending on where you're viewing it, which in the case of patron records is either going to be in the Search/Find a Patron view or the Check Out mode view.
Examples of where I see room for improvement here:
1) When I search for a patron by name & come up with dozens of people with the same name, an identifier like…
6 votes -
Add ability to suppress a subfield in the 1xx
Add the ability to suppress subfield 1 in the 1xx field so it will not show in Sierra. This way it can be unsuppressed when the library starts using linked data.
18 votesThe product team will review this idea for consideration for a future release.
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Offer the ability to retain a patron's receipt preference at checkout
At checkout, Circulation Staff must ask patrons at the end of each checkout if they want a printed receipt, email receipt, both, or none, or place a pop-up message on their account. It would be great if there were a way to retain each patron's receipt preference so that upon closing out the patron's record, the preferred receipt would be sent, print, both, or no receipt would be given.
26 votesThe product team will review this idea for consideration for a future release.
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Add search functionality to scoping rule function
As a consortium, our system has hundreds of location codes. We appreciate the new functionality to add locations to scopes ourselves, but it is cumbersome to scroll through the list of hundreds of branch entries each time to find the code you need to add. It would be helpful if there was search functionality, where you can type in the code, and it brings up the corresponding entry in the branches list for you to select.
7 votes -
Deposit Functionality
Ability for patron to add money to their Sierra patron account (via self-check) to pay for future fines, fees, and printing. We are looking to go mostly cashless, but some patrons aren't able to get credit cards (like our young patrons here after school). Our self-check machine takes cash, which would allow patrons to print and pay fees/fines with cash, even if the staff doesn't have a cash register.
6 votes -
Passing the UPC Code
When an item lacks an ISBN in the 020 field (DVDs and CDs only generally have UPCs in the 024 field) the cover image is very much hit or miss. Syndetics has been contacted, however, it appears that Sierra needs to "pass the UPC code” in order for this to work. This addition would be helpful.
14 votesThe product team will review this idea for consideration for a future release.
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Allow changing of hard coded "collection agency" wording
We would like to change the wording on our bills to patrons for long-overdue items from “COLECTIONS AGENCY REPORT CHARGE” to “MATERIALS RECOVERY SERVICE CHARGE,” but this is hard-coded. We use Unique Management, who describes themselves as a materials recovery service, and we try hard to always use that wording and not say "collection" or "collection agency." Some patrons have become alarmed by seeing "collection agency" on our bills for long-overdue items and in their accounts.
12 votesThe product team will review this idea for consideration for a future release.
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/v6/patrons/{id}/holds/requests/form API endpoint should accept item record numbers as parameters in addition to bib record numbers
The form endpoint is used to identify cases in which a patron must place a volume level hold or is restricted to an item's home library as a pickup location. Both of those involve item level specifics and yet the endpoint only works with bib records. This is an issue in particular with multi-location libraries/consortia who use the home pickup feature.
As an example, a sample bib record has two attached items, one which uses the home pickup feature such that it may only be picked up at library A, and one that does not restrict pickup locations so may…
6 votes -
Block particular bib records from having their URLs checked by use of a suppression code
Block particular bib records from having their URLs checked by use of a suppression code
3 votes -
When receiving items, limit search results to orders available for receipt
It would be nice if there was a setting in the Receiving function to limit your search to only items available to be received. We search by PO and have to wade through loads of items already received and billed. This was available years and years ago on the old Horizon system.
9 votesThe product team will review this idea for consideration for a future release.
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Sort ready for pickup holds by expiry date in checkout function
Staff assisting any customers who cannot pickup all their ready holds at once, would benefit from seeing and sorting the expiry date of holds in the patron's holds list. This will assist with preventing their holds from expiring and being placed again.
7 votesAn item's status and pickup expiration date are displayed in the status bar at the bottom of the Holds page as an item is highlighted/selected. While you can't sort by the expiration date, this information is displayed on screen for staff users.
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Add eReceipts as an option in LX Starter.
The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.
9 votes -
Statistics - Saved Queries Should Retain Cross-Tab Selections
Saved Queries in the SDA should function the same as they do in SierraWeb.
In the SDA:
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record), and you create a saved Cross-Tab query based on the same record type, then the selection of the two fields in the Cross-Tab Field Selection panel will be retained when switching to another bibliographic review file in Sierra SDA.
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record),…
5 votes -
Lock Commands in Rapid Update
When using the Rapid Update function to update individual item records, you can select a specific field (or fields) and values to update. After setting up your desired fields to update, you then scan the item barcode, hit Enter twice, and return to the point to scan the following barcode. We have had multiple instances where staff accidentally insert an additional field to change after scanning a barcode. One example is if they accidentally hit the space bar instead of the Enter key. It then defaults to the Copy# field. If there were a way to lock the selected Commands…
13 votesThe product team will review this idea for consideration for a future release.
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Clearing Expired/Defunct Holds - Generate Hold Cancellation Notice
Currently, only when you cancel a hold from either the Hold tab or the Hold queue do you get the option to generate a hold cancellation notice. When a defunct hold is cleared from the holdshelf (clear expired holds), we would like to see a prompt to send a hold cancellation notice(s), just as we do when cancelling holds outside of the clear holdshelf process. All those that get cleared could use the same “drop hold” message in the text of circulation notices (explaining your hold has been cancelled because it’s expired/hold pickup by date has passed). These would be…
3 votes -
When placing hold in Search/Holds function, after typing patron's name, include patron i (info) button to help verify account
PROBLEM: When I search for an item via F3 Search/Holds, after finding the desired item and clicking to place the hold, a popup screen appears called "Search for patron." If I don't have the library card number but instead type in a name, and there is only one matching result, there is no way to preview whether that patron account is truly the correct one or not. Plus, for libraries with multiple branches, it is helpful to see the preferred pickup location.
SUGGESTED SOLUTION: in other areas/screens, there is a small i (info) button that one can hover their cursor…
8 votes
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