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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 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

    6 votes

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  2. 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…

    14 votes

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  3. 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 votes

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  4. 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

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  5. 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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  6. 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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  7. 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 votes

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  8. 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

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  9. 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

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  10. In Sierra, on Windows 11, when you click "Tile Vertically" so you can see multiple records at the same time, it makes the windows too long, so that the bottom of the windows get hidden behind the taskbar if it is locked. It does not do this if you maximize a record window, or if you use snap. It only seems to be the "Tile Vertically" function.

    We use this function a lot to compare records for deduplication, and it is really annoying to have to manually resize windows so you can see the whole thing.

    18 votes

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  11. 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 votes

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  12. 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…

    26 votes

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  13. 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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  14. 5 votes

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  15. Idea: add the money owed fixed field as an option for a data point in the Bills Notice Data Library for print templates.

    Value: Some libraries would like to be able to call out to users how much in total they owe on their account, not just the total of the items on that particular bill. Adding this field to the data library would enable them to do so.

    5 votes

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  16. Issue Description:
    At our institution, item record numbers in Sierra are either 8 or 9 characters long, including the check digit. We’ve encountered issues during import/export processes where 8-character item record numbers inadvertently match 9-character ones—particularly when the check digit is excluded—leading to data mismatches and processing errors.

    Proposed Solution:
    We suggest padding item record numbers with leading zeroes to standardize their length, which would help prevent unintended matches and improve consistency.

    Current Workaround:
    Our current approach involves separating items into two groups—those with 8-character and those with 9-character item record numbers—then importing them separately and merging the files manually.…

    1 vote

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  17. I recently wanted to run a search for all records that matched certain criteria and did not have an 856 field. However, Create Lists does not currently have a "lacks field" option. It would be very helpful to be able to search for records that do not have certain fields.

    30 votes

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  18. Problem:
    In the current version of the Sierra system, restricted or sensitive bibliographic records can only be suppressed from the public catalog but remain visible and accessible to catalogers within the system. This visibility creates the risk of accidental editing, publishing, or mishandling of these records, particularly:

    • Restricted Records: Some records are sensitive or confidential and should not be visible to all catalogers.
    • Records Under Review: Records undergoing auditing or verification need protection from edits until the review is completed.

    • Recommendation:
      Introduce a feature that allows the System Administrator or Cataloging Supervisor to hide specific bibliographic records within the Sierra…

    11 votes

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  19. There SHOULD be an OpenAPI definition document available for Sierra's APIs via Swagger, but currently, there is not.

    The OpenAPI definition document (https://swagger.io/specification/) is a standardized format for describing the structure and behavior of an API. It is a machine-readable document, usually written in JSON or YAML, that provides a comprehensive blueprint of an API's endpoints, operations, input/output parameters, response formats, authentication methods, and other essential details.

    For comparison, here is an example for the Polaris API / Swagger install (on an iii training server):
    https://polaris-training.polarislibrary.com/PAPIService/swagger/v1/swagger.json

    Benefits of an OpenAPI Definition Document:

    * Standardization: Provides a consistent format
    30 votes

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  20. Our consortium would like an automated way to update the encoding level to help with managing load profiles that use the encoding level priority function. It would be very helpful to add an API endpoint for updating all the MARC Leader fields. The 008 MARC field can only be used for updating some of the Leader fields.

    5 votes

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