239 results found
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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…
11 votes -
Add multiple items to a review file from the Item Summary page
It's great to be able to add a single item to a review file from the item record page. It would be even better if we could add multiple items from the item summary page.
15 votesThe product team will review this idea for consideration for a future release.
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Add required checkboxes for ILL conditions and optionally enforce mandatory fields to reduce premature and inaccurate ILL submissions.
We use forms in Sierra for inter-library loans. We have, however, found that some users are too quick in submitting requests. I think it would be a good idea for ILL forms in Sierra to have additional functionality to slow user behaviour down and to allow for more accurate ILL requests:
- We have ILL conditions included as text below our ILL forms that would be better served as check boxes in the form e.g., "I understand I am responsible for copyright"; "I understand I am responsible for any replacement or repair fines".
- I also think if we could make certain…
2 votes -
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.
13 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.
8 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 "Volume" as an option in "New Record Templates" in Admin Settings.
For volume records, it would be helpful to have 'volume' listed as an option in Admin - Settings - New Record Templates (see attachment). When adding volume records, it would be helpful to have the desired 'volume' template appear in the same way our item record template appears. Currently we have to always select the volume template we want to use. All the other options are listed and it would be nice to have 'volume' listed as well.
8 votes -
/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 -
Reinstate Manual Charge
We would like to be able to reinstate manual charges, whether they're for the collection agency fee, or something like a damaged container or replacement power cable. The reason why we cannot currently reinstate this particular charge type is not stated in documentation & while I may have known at one point, memory fades as we age. Being able to simply reinstate a manual charge would simplify & expedite workflows, whereas now, we have to make like Hall & Oates.
2 votes -
Improve/Standardize Information Available When Viewing Holds
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…
40 votesThe product team will review this idea for consideration for a future release.
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Revamp the Hours Open Parameter
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…
9 votesThe product team will review this idea for consideration for a future release.
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Ability to alter the Recommends Approval and Denial emails that go to patrons who submit a purchase request
Problem: The text of emails sent when using the Approval and Denial notifications in Recommends cannot be currently altered. We would like to be able to provide more customer friendly email templates to patrons that allow us to explain why an item was denied or what the process is for items that are approved.
Impact: Being able to communicate with our patrons at the outset of the process will save staff time by not having to have go back and forth with customers over email to explain processes and reasons for purchase requests. Additionally it will improve the customer's experience…
6 votes -
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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System Option to Disable Transit Slip Printing by Default
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…
16 votesThe product team will review this idea for consideration for a future release.
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Increase Max System Display Limit for Fines
Our library has very generous allowances for both checkouts & holds on patron accounts. This can sometimes come into conflict with Sierra's seemingly arbitrary system limits. For example, when these items go unreturned & result in replacement charges, which then cannot be added because of the imposed limits. Like my waist can no longer accommodate 32" pants, Sierra cannot currently accommodate the lending policies taken advantage of by some of our more active borrowers.
I'm sure there are other examples where these limits can manifest, but attached is an example message recently seen by staff which reads:
CANNOT ADD FINE…
4 votes -
Sierra API : add /users/groups/ endpoint to "GET number of users by group"
It can be useful to check the number of users in each group currently logged in to Sierra. In our case, there is a self-checkout group that should have a specific number of logged-in users throughout the day that requires monitoring.
The number of users in each group logged in to Sierra over the course of the day is available by SSH (in Admin Corner, "Number of INNOVATIVE users by hour").
Monitoring this information in an automated way is not straightforward. Admin corner can send an email, but only from an interactive SSH session. It is possible to automate an…
2 votes -
Make the "New PINs do not match" message configurable in PIN reset flow
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 -
Hold Pickup Reminder/Courtesy Notice
Idea: Create an additional notice type, Hold Pickup Reminder/Courtesy, that can be configured to send a reminder notice to patrons that they have a hold ready for pickup that is about to expire, similar to the courtesy notice for checked-out items.
Relevance: When you place an order for pickup at most other businesses, you are sent a reminder email before the pickup deadline that the item is ready for pickup. Libraries would benefit from a similar option, especially those that use hold pickup lockers where there is limited space for holds. This way, if a patron decides they don't want…
37 votesThe product team will review this idea for consideration for a future release.
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Permit writing a pre-encrypted PIN via the API without additional encryption
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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