254 results found
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Split Permissions for Hold Blocks
This is a resubmission of a recently expired idea.
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…
5 votes -
Add ability to query empty review files to the reviewFiles API
This idea is a bit of an addendum to Bob Gaydos' idea to create an endpoint that allows writing to review files (https://ideas.iii.com/forums/951745-ils-sierra/suggestions/50308716).
The current API cannot provide a list of empty files. That information would be incredibly helpful in conjunction with the other idea so that you may programmatically identify an available review file of sufficient size for your needs. Beyond that, it may be useful to use the API to write an alert mechanism for when your system may be running low on available files.
It is possible to explore this information via SQL, but the…
9 votes -
Recycling Bin Feature for Clear Expired Holds & Holdshelf & Notices
We will periodically have situations, as we did this morning, where staff move to print their holdshelf report & for one reason or another (today's was some manner of technical issues with their printer), the content of the report is lost.
We can sometimes salvage this data from the back end by looking for holds cleared on the day by the login responsible, but it would be much easier if there were some sort of Recycling Bin style feature, where "cleared" files like the holdshelf report or paging lists were stored until the user logs out, giving them another chance…
40 votes -
Add Export Options to Sierra
There are various reports/files in Sierra that should be exportable to Excel or CSV for manipulation/analysis purposes, similar to our ability to export fines paid or statistical reports from the Statistics function. Candidates include Circulation Overrides (printable view puts each override on 2 lines) and other System Files (from admin app), Group Call Numbers (from Sierra 6.6), and really any sort of table or parameter that consists of columns/rows (branch table, patron type, etc.). This would save the effort of copying/pasting and attempting to fix in Excel.
16 votes -
Make Vendor Payment Info More Readily Accessible
The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.
11 votes -
Ability to find the most checked out item in a year
Ability to find the most checked out item in a year
Please add a simple way in Sierra to report the most checked out item for a selected year, including the option to show the top five checked out items.
Currently, this is very difficult or impossible to do directly in Sierra because checkout totals are not stored in a way that allows staff to easily rank items by circulation count for a specific year. Create Lists can find items based on fixed fields, item data, and limited transaction-related criteria, but it cannot easily produce a yearly “most checked out”…
11 votes -
Modify Estimated Price Via Rapid Update
Our Acquisitions staff does not use List Price when ordering, & is hoping that Estimated Price could be modifiable via Rapid Update. At the moment, this would help them modify 200+ order records, which they now have to do manually.
6 votes -
Change the logic for updating the status date change field in the item record
Currently, the item status updated date that is displayed when hovering over the status field in the item record does not update when an item only goes from "available" to "checked out" because the actual status code remains the same "-". These are valid status changes that we want to be able to see. I know that we have the "last checkout" date field, but we want the status updated date to reflect all status changes, including when the item changes from checked out to available and vice versa.
5 votes -
Improve the labels for LDR, 006, 007 and 008 in Create Lists
Currently in Create Lists it is very difficult to specify criteria for special fields like the leader, 006, 007 and 008. Many of these have the exact same label, like Audience, which appears four different times. Each of them is for audience as it appears in different versions of the 008 for different record types. Then it appears four more times in the 006.
It would be helpful if each of these different audience codes were labeled in Create Lists, such as "Audience for Books," and "Audience for Music," etc. This would make it much easier to use this function.…
27 votes -
Send patron expiration date in SIP2 response
Our library uses automated lockers to lend laptops to patrons for in-house use. We'd like to block patrons whose cards have expired from borrowing until they come to the desk and renew, while still allowing borrowing for patrons blocked for overdues since these items won't be leaving the library. Our vendor is able to accommodate this for other customers because their ILS sends the patron expiration date in the BW field in the 24 response. Sierra's response only indicates the block in the first position of the patron status element, which includes blocks for all reasons, not just account expiration.…
9 votes -
Choose Priority between Item-level holds queue and bib-level holds queue
More control over choosing priority between the item-level holds queue and the bibliographic-level holds manually so that the Processing department can pull back specific items on popular, high-volume holds with more ease.
6 votes -
REST API-compatible Time to Holdshelf/Time to Reshelve
Our library has deprecated the classic WebPAC in favor of a REST API-based custom discovery layer, but the Time to Holdshelf/Time to Reshelve temporary status message we've configured isn't included in the API response. It would reduce frustration for staff and patrons if we could implement a delay before items appear to be on the shelf when patrons check our website or mobile app.
Please add the temporary status to the REST API response.
8 votes -
Sierra Patron Address info updates
The Sierra Patron Record is able to be communicated to Vega Discover in such a way that differentiates the following fields:
Street Address Line 1
Street Address Line 2
City
State
Postal Code
Country
Discover does not parse Sierra addresses correctly.
1) New Discover registrations do not parse correctly in Sierra.
2) Existing registrations in Sierra do not parse correctly in Discover.This was the comment by Innovative Staff on this topic:
Discover does have difficulty with parsing Sierra patron addresses, and this is not changing in the July release. For libraries who do allow patrons to edit their own…7 votes -
loan rule determiners by agency
It would be nice to be able to choose location agency and leave location blank in the determiner table for some situations. In our case we have 4 partner library systems and one has 7 branches. Each of these branches has the exact same loan rules to allow certain items to circ to the whole consortium, and others to limit to only their system. If we could use agency, we would only have to create one set of those rules instead of one for each branch location prefix (in this case their branches are pri, max, bar,…
6 votes -
Add process to the details logged in item record history
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 | MANUAL14 votes -
Set a maximum price allowed for the item price field
I'm blatantly copying this idea from a suggestion by Wes Osborn in the Polaris Idea Exchange (https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46833076).
While creating item records, generally while following prompts in an item template, it is easy for staff to scan a value such as a barcode or ISBN into the price field by mistake, resulting in items that can incur bills in the billions of dollars if the issues are not caught. Additionally, it's easy to miss entering a decimal point and still wind up with charges exponentially higher than intended.
This could be mitigated by setting a maximum allow value for…
8 votes -
Allow for creation of new item records in Global Update
In Global Update, it would be very useful and time saving to be able to attach item records there in a big batch to review files.
My library adds items with an internet location for print records we also have online access to. Going into hundreds of individual records to attach the same thing repeatedly takes up so much time.
We can add multiple items to an individual bib record and scanning in one barcode in the attach multiple items window allows the other barcodes being added to follow the numbering pattern. Can this similar concept/function be applied to Global…
4 votes -
Restart a Range of Terminals
Sierra 6.5 saw the move of the process for restarting terminal sessions from our text-based management tool to the Sierra Admin App. While I'm chuffed enough about that to be writing this enhancement idea on Thanksgiving Day (and to be using the word chuffed), I'm hoping further development can make it even better & restore some of the functionality from the admin app that isn't available in this updated interface.
Specifically, I'd like to be able to restart a range of terminals (for example, all staff sessions), mirroring the Restart Multiple Terminals option in text-based. Yes, we can check a…
28 votes -
Include hold pickup location and expiration date in cancellation notices sent to LX Starter
We've been told that Sierra doesn't pass the hold pickup location and expiration date information to LX Starter and therefore these fields can't be included in our cancellation emails. We would like to have this information added so we can provide additional detail to our patrons about when and where their holds expired.
4 votes -
Sorting Searches in Patron Indexes
When creating a new customer record from scratch, or when updating & finalizing those submitted through our online application, we have staff perform some checks to prevent duplicate records.
They'll begin by searching the Name index to make sure that there's no pre-existing record for the same name. Then as backup, they'll try searching by birth date or phone number.
However, when you search by birth date or phone number, the results do not come back in alphabetical order, making things a bit harder than they should be for frontline staff. See example image where the search for the DOB…
7 votes
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