243 results found
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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.
10 votes -
Enable Copying of Scheduler Tasks and Jobs
As a consortium, we schedule several monthly jobs/tasks for all 78 library locations. Scheduler does not allow you to copy an existing job/task and apply it to another library. We had to manually add each job, even though the majority of the parameters were the same. (78 lib * 5 tasks each is a lot of manual work.) And/or we should be able to create a template to reuse.
4 votes -
Two First Names, No Last Name
We periodically have customers that have two first names, but not a last name. When hold slips are printed, Sierra interprets the second name as their last name, but this is not the case. We would like to just have their two first names show up on the holds slip, if possible. We have done a workaround for now to ensure that the name they use is the second name listed so that their holds slips show the first name they use, but it would be better to have both names printed.
3 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.
5 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.…
16 votes -
Provide In Transit status and print transit slips for ILL items
ILL items- In Transit status and print transit slips
We have three branches and our ILL department is located at one of the branches. We would like the ILL module to change the status to "In-Transit" instead of "Ready for Pickup" and print a transit slip when the items are being sent to two other branches.6 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…
11 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…5 votes -
ID scanner to auto-populate account information
A Sierra feature to allow scanning a Driver’s License to auto-populate customer information for a new account and/or to update an existing account. Automatically inserting a customer's name, date of birth, address, and DL number would result in less typos/mistakes, save considerable staff time when creating or updating an account, and additional staff time in reviewing and fixing errors.
7 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.
11 votes -
Improve search relevancy for titles with many adaptations
Our staff have found that when they search the staff catalog for classic titles with lots of adaptations many of the adaptations are ranked higher in the search results than the title they actually searched for. For example, a title search of our catalog for "Moby ****" yields "Ahab's Wife" as the top result, with other derivative works and commentaries all appearing before the first record for the novel itself (in our case, result number 24). We'd like to see the results weight matches on the work's own title (e.g., 245 field) higher than matches in other fields, such as…
18 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.
63 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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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.
10 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…
8 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.
14 votes -
Translate item status and OPAC message codes in Summary View
Currently, it's possible to have item status and OPAC message codes displayed in the summary view. However, we'd like the option to display the full names of these statuses/messages rather than the codes to make things clearer for staff who don't have them memorized.
7 votes -
Data Exchange > Send PRINT FILE using FTS - Include Login Column
I am often having to clean up/delete files that have been saved/"printed" via FTS File Exchange to Data Exchange (send print files out). I sort by date, clear old ones, but some I am hesitant, may still be needed. It would help immensely if the system identified the login associated with this printed file. Then I'd know who to ask/who owns this file (and who isn't deleting their old files). The login column is used elsewhere in the system (Create Lists, etc.), so would ensure consistency.
3 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 -
Add an API endpoint which permits writing to review files
Currently, when a query is beyond the capabilities of Create Lists, it is usually possible to use a SQL query with Python to produce a report. Such a report might list record numbers of bibs/items/orders/patrons/etc which bear further examination and correction by library staff, but staff must copy record numbers or barcodes in the report and paste them into the SDA to pull up the records in question. It would be much easier if an API endpoint permitted those record numbers to be written to a review file so staff can go through them one-by-one in the SDA.
Another use…
13 votes -
Warning at Hold Placement for Homebound Patrons
Description:
Sierra’s “Check Reading History During Homebound Checkout” feature is very helpful, but many homebound materials in our workflow are supplied through holds from other branches. At the hold placement stage, no warning is shown if the patron has previously borrowed the same title, which leads to unnecessary requests and inter-branch transfers.Requested enhancement:
Add an option to display a warning when a hold is placed for a homebound patron if their Reading History shows a previous checkout of the same item or another item attached to the same bibliographic record.Benefits:
- Avoids unnecessary item movement
- Saves staff…8 votes
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