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ILS - Sierra

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ILS - Polaris Updated

Leap: links from funds

Acquisitions, Serials & Inventory Management PLANNED

ILS - Polaris Updated

LEAP POLI linking needed

Acquisitions, Serials & Inventory Management PLANNED

ILS - Polaris Updated

Invoice links to POLIs

Acquisitions, Serials & Inventory Management PLANNED

ILS - Polaris Updated

Link from POLI to INLI (Leap)

Acquisitions, Serials & Inventory Management PLANNED

ILS - Polaris Updated

Add a link for the serials holding record to serial bib records (in Leap)

Acquisitions, Serials & Inventory Management PLANNED

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271 results found

  1. In a consortial setting we have some libraries that would like to avoid showing last patron data for a item in an attempt to avoid retaining data that could be used to breach a patron's privacy.

    14 votes

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  2. We use the patron's 18th birthday as their youth card expiration date. Due to the Year 2038 issue we have been unable to add the correct date for several years now. We would really like to be able to have (any/all) date fields updated so we can begin to record accurate future dates again.

    29 votes

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  3. Because our library does not use fines, having the "Failed to acquire fines payment lock. If not cleared, fines payments cannot be processed" message is of no utility for us. We'd love multiple users to be able to view a patron record without this message showing up.

    8 votes

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  4. 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.

    9 votes

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  5. 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.

    23 votes

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  6. We would like to see more granulated permissions for user administration, especially with assigned permissions, settings, options, workflows, etc.

    We would like the ability to assign a particular group of user accounts (e.g., circ student employees) to a specific admin (e.g., head of circulation) without assigning ALL system administration. It would be helpful for troubleshooting and having this department be able to assign macros, specific permissions, and print settings to different accounts.

    Ideally, this "group admin" would have the ability to edit settings on accounts for options, settings, and workflows. It would be great if they could clone and create…

    9 votes

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  7. Right now NCIP for Symphony, Voyager, Polaris, Koha and Evergreen all accept ISBNs, but Sierra's does not.

    7 votes

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  8. 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…

    7 votes

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  9. 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.

    17 votes

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  10. We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?

    13 votes

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  11. 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 votes

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  12. 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.

    7 votes

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  13. 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

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  14. 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.

    9 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.

  15. 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:

    1. 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".
    2. I also think if we could make certain…
    2 votes

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  16. 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 votes

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  17. 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

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  18. 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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  19. 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…

    41 votes

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  20. 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

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