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  1. 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.

    10 votes

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  2. 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 votes

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  3. 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

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  4. When a hold has been cleared or is defunct, the information Sierra provides integrated integrated systems (IMMS for our example) over API is not consistent In particular, when clear holds is run in Sierra. During clear holds, the item status either remains at ! On holdshelf or changes to another item status. When it remains as !, IMMS sees the hold is still active and does not instruct staff to clear the item from the hold shelf. Daily and weekly processes are needed to update the item records for IMMS to recognise the changes.

    Can the clear hold function in…

    4 votes

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  5. Sometimes I'm working in Global Update and am using the toggle feature or the limit tool. I then want to work with just those records. I don't want to remove the others from the review file, but rather copy the records I want to look at into a new review file so that I can work with them there.

    2 votes

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  6. 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 votes

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    An 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.

  7. 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

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  8. 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

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  9. 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 votes

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  10. 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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  11. In our library, all in-transit items are put into a single bin at the check-in location to be picked up and run through a central sorter which separates them by destination. This workflow doesn't require the use of transit slips, so our staff are trained to choose not to print one when prompted at check-in.

    Having to choose "no" at check-in for each item can become onerous when staff are checking in many items, but currently the only alternative is to have the system automatically print a transit slip for every item — which would simply be a waste of…

    15 votes

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  12. In the PIN reset workflow, when a user enters a new PIN and confirms it with a different value, the message “New PINs do not match” is displayed. Currently, this string does not appear to be configurable via the messages.conf or messages_lang.conf files, and cannot be localized.

    This limits our ability to fully support non-English users and ensure a consistent and accessible user experience across the system.

    Suggested improvement:
    Allow the “New PINs do not match” message to be configured through messages.conf, using a key such as RESETPINSDONTMATCH, or by extending the functionality of the existing REQ

    5 votes

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  13. Sierra supports Z39.50 but not SRU. Remote search and import/overlay of records from SRU-only sources seems to be increasingly important. We have begun to encounter potential partners who are no longer able to offer Z39.50 access because their systems only support SRU; likewise, we would like to be able to offer SRU ourselves to maximize interoperability.

    GPL-licensed software is available to add SRU support to Z39.50-capable systems such as Sierra (for example, CQL-Java, yazproxy and metaproxy):

    https://www.loc.gov/standards/sru/
    https://www.indexdata.com/resources/software/cql-java/
    https://www.indexdata.com/resources/software/yazproxy/
    https://www.indexdata.com/resources/software/metaproxy/

    2 votes

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  14. 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 Globally Purge Charges.

    The state of Ohio has a statute of limitations on debt collection that has us purging money owed longer than 5 years on a weekly basis. While this is bazonkers IMO, apparently it's also the law of the land, & it would make the process much more quick & convenient if we could select a file in Create List, navigate to…

    4 votes

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  15. The Situation: Our library's room checkout suddenly shorted to a hard limit of 6:00pm. I discovered that last year's spring break hours were listed in the Hours Open table and last year spring break occurred earlier in March.

    The Problem: Entries in the Hours Open table do not include the year. If the year was included, hour checkout issue wouldn't have been an issue.

    Solution #1: Add the ability to include the year to Hours Open table. Default to the current year but have the ability to change the year.

    Solution #2: Revamp the Hours Open table. Modifying the Hours…

    8 votes

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  16. Intergrating Sierra with IMMS, Sierra does not show the placement information from IMMS on item records. In particular, when the items are stored in chaotic placements such as hold shelves. This means that looking for an item on a hold shelf or other chaotic type location in Sierra, the user has to copy the barcode from Sierra to IMMS to pin point it's known location.

    With further integration, it would be great to see placement information in Sierra to assist staff with helping customers find items on hold shelves in particular.

    11 votes

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    A new field for placement information for items on the hold shelf will be added in Sierra 6.5 (planned for Q4 2025). Staff members will be able to see this hold shelf information at the Circulation Desk for items ready for pickup.

  17. Library staff would like to be able to see more details on holds that have been placed, including how the hold was placed (Sierra Desktop vs. SierraWeb vs. Web vs. mobile app, etc.) and who placed the hold (Sierra login if not the patron).

    Right now, it is not consistent how holds information is displayed.

    If you view holds w/in a patron record (holds tab), you don't see when the hold was placed or how they placed it. However, if you View Cancelled Holds, you see the date/time it was placed, along with the date/time it was cancelled, along with…

    35 votes

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  18. For testing purposes, it would be beneficial to be able to make a backup of a patron PIN, assign a new temporary PIN, perform the testing from the patron's perspective, and then restore the original PIN. This way we would not have to inconvenience the patron by asking them to reset their PIN when testing has completed.

    We can retrieve the encrypted PIN with this API GET request:
    https://library-app-server:443/iii/sierra-api/v6/patrons/patron-record-number?fields=varFields
    but the PIN string will be re-encrypted if we attempt to write it back using the patron record PUT request. We would like to have the option of passing a directive…

    4 votes

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  19. 5 votes

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  20. The Time to Holdshelf feature in Sierra is useful in keeping patrons from showing up too early to pick up their holds. As seen in the attachment "Discovery Layer View" – which in our case happens to be BiblioCore – the availability status correctly reflects that the recently checked-in item "Easter Mice!" is not ready for pickup because the item is en route to the pickup location (which in this case is a set of freestanding pickup lockers in a remote area of the county).

    However, the holds status as displayed in the SDA incorrectly reports the item as being…

    25 votes

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