276 results found
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Preserve notice job sort between edits
Sierra does not preserve any applied sorts after a "Notices Job" Edit dialog is closed. Instead, jobs are re-sorted by job number. This makes it difficult to keep track of which jobs have been reviewed, and generally contributes to unnecessary frustration in the Notices function.
This improvement is related to "Arrange Saved Notice jobs" suggested by Kathy Setter, but instead of applying a custom arrangement I am asking for persistence on a short-term basis:
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46677958-arrange-saved-notice-jobsRationale:
When making changes to multiple notice jobs at once, it is often necessary to sort notice jobs (e.g., by template, location, or "auto") to…13 votesThe product team will review this idea for consideration for a future release.
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Add filtering parameters to the GET /v6/bibs/search API
Hello Everyone,
We are currently using the GET /v6/bibs/search API to take advantage of the AWS search integration, which has been working well. However, we’ve encountered limitations in filtering the search results by Material Type, Collection, Language, and Location.
It would be highly beneficial if this API supported additional filtering parameters to narrow down results at the source. Relying on the client or webhook server to apply these filters adds complexity and can introduce delays in presenting results to the end user.
Thank you.
2 votes -
OAI-PMH service - suppressed records
As a default suppressed records are not included in the harvest stream. This becomes an issue when a harvested record later becomes suppressed in Sierra as the harvester does not know to remove it from its listings as its omission from the stream does not allow for identification of its suppressed state. I would recommend that the option to include suppressed records should be configurable as a harvest stream level, giving the library the ability to configure the inclusion/exclusion dependent on their business rules.
11 votesThe product team will review this idea for consideration for a future release.
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Check Out tabs (check out, checked out items, holds, etc): ability to toggle between tabs in Check Out
Technical Services Staff and Circulation Staff often ask for the ability to toggle between tabs in Check Out. We need to reduce repetitive keyboard strokes at checkout and this workflow requires staff to continually reach for the mouse during a circulation transaction.
For example: There is no way to move from the patron check out screen to the patron holds screen without using the mouse to select the corresponding tab.
The Check Out options (check out, checked, out items, holds, fines, check in, linked patrons, bookings etc) could be hardcoded to the drop down menu options so that Administrators could…
10 votesThe product team will review this idea for consideration for a future release.
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Create a way for staff to add messages to other library's items outside of scope restrictions
The problem that's prompting this suggestion:
I work at Gondor Library. An item arrives from Rohan Library (outside of scope) to fulfill a hold for my Gondor patron. But staff notices it has damage that has NOT been noted in the record (or on the physical object).Gondor staff have two choices.
a) the damage is extensive enough that we decide to not fulfill the hold and send it back to the owning library, Rohan.
b) we use our judgement to decide whether the Rohan book's damage is minor enough to fulfill the hold.
For example, only light stains on…17 votesThe product team will review this idea for consideration for a future release.
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Limit the number of holds to the total count of copies in that Bib
There must be a configuration in Sierra to limit the number of holds can be placed at the bib level. We want to limit the hold count to number of copies in the Bib.
1 vote -
Introduce a "CANCEL" Button in the "ITEM ALREADY PAID FOR" Warning Popup
In Sierra's invoicing function, when selecting an order record already paid, a pop-up box appears with a warning message stating, "ITEM ALREADY PAID FOR." Currently, the only option available is to click "OK," which immediately proceeds to the next step of entering the item's price on that paid order record. However, adding a button labeled "CANCEL" in the warning pop-up box would be beneficial to prevent staff from inadvertently continuing to pay for the item on the wrong record. Clicking "CANCEL" should close the warning pop-up without proceeding further, returning the user to the search results list. The "CANCEL" option…
22 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Include hold pickup location and expiration date in cancellation notices sent to LX Starter
Our library recently started using LX Starter, which includes merge tags for the hold pickup location and expiration date in its template for hold cancellation notices. However, we've been told that Sierra doesn't pass this information to LX Starter and therefore this information can't be included in our cancellation emails. We would like to have this information added so we can provide additional information to our patrons about when and where their holds expired.
16 votesThe product team will review this idea for consideration for a future release.
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Improved loan rules & loan rule determiner documentation
The current documentation on loan rules, loan rule determiner, and float determiner table is very limited, and training on these important functions do not exist within Innovative's training & learning center. More comprehensive documentation with examples would help libraries better manage loan rules, and perhaps simplify how libraries' existing rules are setup.
20 votesThe product team will review this idea for consideration for a future release.
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Automatically email due slips from Express Lane
Do you want all of your patrons to receive due slips by email, every time they check out an item?
Express Lane can be configured to automatically print a due slip, or allow patrons to choose between some combination of print or email due slips with an option to decline, but cannot be configured to automatically send an email due slip with no option to decline.
In our special library, it is desirable to always send email due slips with no option to decline. We want our patrons, who are all employees, to receive this documentation for every loan for…
5 votesThe product team will review this idea for consideration for a future release.
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Sierra should send an email notification when Offline Files are Uploaded
As the system administrator overseeing a 54-member library consortium, managing Offline File Processing is a routine responsibility. However, we often encounter delays in processing files because libraries don't consistently notify us when they upload offline files. This results in files remaining unprocessed until the next library contacts us, potentially causing unnecessary checkout delays. If we process the files too many days after uploading, additional errors may occur, making it challenging to track items adequately.
An email notification for Offline File Processing would ensure timely handling of uploaded files. We could proactively monitor file uploads, swiftly process them, and promptly address…
18 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Staff activity log
We occasionally have issues with staff abusing their ability to waive fines or deleting items inappropriately or accessing patron accounts outside of acceptable library operations. We would like to have a way to view these actions within a log file associated with each Sierra login (or filterable by login) so that these activities could be periodically audited by managerial staff and retroactively be reviewed when inappropriate system activities are believed to have taken place.
24 votes -
Increase Max Size of Item Code 1 Field
The Item Code 1 field was going to solve all my statistical issues. I thought it had 5 characters and each character could be 0-9 which meant I could assign a meaning to each character. For example, the first character indicates agency (1 for CPL, 2 for ADL, 3 for BKM) and the second character indicates audience (1 for adult, 2 for young adult, 3 for juvenile, 4 for other) and the third character, format, etc. HOWEVER it turns out that the largest number this field can hold is 32767 which is weirdly random and very limiting when you want…
6 votesThe product team will review this idea for consideration for a future release.
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Batch/Copy Option for Patron Record Creation
Someone at CHPL is suffering from Polaris envy & suggested Sierra offer a comparable record to copy/duplicate patron records. They're hoping for a way to speed up the record creation process for families of 5 or 6 that visit the library together & all need to register for cards, which is apparently not an uncommon scenario. The ability to quickly replicate certain fields (address, home library, maybe phone, e-mail, etc.) from one record for x more should facilitate that.
21 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Validate tickler date field to prevent miltickle failures
When a tickler has invalid data in the "Date (YYYYMMDD)" field, Sierra's nightly tickler process will fail and any ticklers on order records not already processed will not be sent. This failure will keep happening every night until the problem is discovered.
For example, dates entered with dashes separating the elements ("YYYY-MM-DD") or with additional characters following the date ("YYYYMMDD - Note text here") will cause this kind of failure.
In the absence of an easy way to search for invalid data in the tickler date field (e.g., Create Lists), it would be very desirable for Sierra to validate user…
5 votesThe product team will review this idea for consideration for a future release.
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Expand the options tied to permission 109, update uncataloged records
Currently Sierra permission 109, update uncataloged records, is tied to whether or not the bib record has a CDATE (no catalog date) field. It would be great if permission 109 could be customized by a library to be controlled by another option outside of just the presence of the CDATE field. For example, we use field 31 to control the level of cataloging of a record (including full MARC) and to suppress the bib. It would be helpful if we could tie the codes from that field to this permission. It's worth mentioning that permission 109 and the presence of…
3 votesThe product team will review this idea for consideration for a future release.
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Login indicator
We have implemented SDA Context User functionality so staff will open Sierra using shared library login and then add their own login (permissions). We would hope better indicator (e.g. color) so it would be easier to notice if personal login/permissions is added or not (or if someone has forgotten to remove their personal login/permissions). At this time when you open Sierra using the library login you can see "Sierra" and "local system name" on the upper left corner (in our case Sierra Helmet). When you add personal login your name (user account full name) will display too (in our case…
1 vote -
New Search Limit for Manage Holds
We're currently dealing with a known issue in Sierra 6.2, where volume holds aren't being added to paging lists. Having discovered it on our end fairly recently, we've asked staff to continue running their paging lists for other items, but use the Manage Holds function to find & fill volume requests.
The problem is that the current search retrieves such a high number of items. And while the search results display counts of the title number of holds, & the total number of bib, volume, & item level holds, you cannot currently limit them & make the Manage Holds report…
7 votesThe product team will review this idea for consideration for a future release.
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Batch Shuffle Hold Queue
We would like the ability for authorized/admin level staff to collectively shuffle multiple holds, so those at the bottom of the queue can be selected & moved to the top. Their order at the top wouldn't necessarily matter, as long as the group were all advanced in the queue.
Use cases: item recalls, where tech services staff have to place dozens of holds on items, all of which wind up at the bottom of the queue & need to be shuffled individually/manually.
Book club: we had a situation recently where staff at one branch cancelled holds on book club items…
2 votesThe product team will review this idea for consideration for a future release.
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Add Sierra Hold Request Date into Hold cancellation notices
Support team told us Sierra isn't designed to supply hold request date for cancellation notices. Please consider add it. thanks
6 votesThe product team will review this idea for consideration for a future release.
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