245 results found
-
Add Patron Type Category Grouping to the New Patron Checkout Limits Table
With the new Patron Checkout Limits table, we have lost the ability to group patron types (ptypes) into a category when configuring checkout limits that also use criteria such as Library Location or Item Location.
Currently, a separate row must be created for every individual ptype, which significantly increases setup and maintenance effort. In environments with many patron types that share the same checkout limits, this results in a large number of duplicate entries.
We would like the ability to define and use Patron Type Categories/Groups within the new Patron Checkout Limits table, similar to the functionality available in previous…
15 votes -
Track User, Time, and Process for Deleted Records
Currently, when a record is deleted in Sierra, the system captures the date via the deletiondategmt, but it doesn't track the exact time, the specific Sierra user, or the process used to delete it. We would like to see this metadata enhanced to include the Sierra user, a timestamp, and the function or process used (Delete Records, API, etc.), with the date.
Tracking these details is critical for consortium management, system auditing, and data integrity. Having this information readily available would significantly improve our ability to handle targeted staff training when records are deleted in error, investigate the…
5 votes -
Allow Patrons to Opt-out of Certain Circulation Notices
Many libraries offer mail delivery services for patrons who are unable to visit in person. Currently, when items become available, these patrons receive a standard "ready for pickup" notification, even though their materials will be mailed to them. This creates unnecessary confusion and may lead patrons to believe they need to come to the library.
Providing the option to customize or opt out of specific notifications, such as "Ready for Pickup" alerts for patrons enrolled in mail delivery, would greatly improve clarity and enhance the user experience.
4 votes -
Add sierra login to the checkout logs
The log files in the system currently have no way of tracking a given checkout to either a specific computer terminal OR to an individual sierra login. We occasionally have reason to need to confirm certain actions by staff members, but the log does not allow us to confirm what staff member performed a given circulation transaction except by stat code.
3 votes -
SAML login page customization
The SAML login page with the option to choose SAML or Library login is very basic and does not convey information to patrons concerning the choice. In addition, the customization have limited options and are only available to Innovative support.
The proposed idea is to provide more customization options for this page and open these customizations to customers through a self-service feature. In addition to the current options available to Innovative such as logo changes and colors, the SAML login page should have options to add a block of text for instructions using HTML so that links could be included.…
1 vote -
Ability to find the most checked out item in a year
Ability to find the most checked out item in a year
Please add a simple way in Sierra to report the most checked out item for a selected year, including the option to show the top five checked out items.
Currently, this is very difficult or impossible to do directly in Sierra because checkout totals are not stored in a way that allows staff to easily rank items by circulation count for a specific year. Create Lists can find items based on fixed fields, item data, and limited transaction-related criteria, but it cannot easily produce a yearly “most checked out”…
5 votes -
Ability to send checkout receipts
It would be helpful if LX Starter allowed for patrons to receive checkout receipts via email. Sierra currently supports customizable checkout receipt emails using Due Slip print templates, but these are difficult to work with.
51 votes -
Have CAS Apero metadata re-ingest automatically once the validUntil date is reached
It would be useful to have CAS Apero enhanced to either:
re-ingest the metadata automatically once the validUntil date is reached or
have a setting to ignore the vaildUntil date.
We are currently implementing OpenAthens which has a daily metadata refresh meaning the validUntil parameter is also changing daily.
As Sierra cannot currently auto re-ingest metadata or be configured to ignore the validUntil parameter, we are currently hosting an edited metadata file on our web server (with a really long validUntil date) as a work around.
1 vote -
Make Vendor Payment Info More Readily Accessible
The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.
2 votes -
Spending Limit Pop-Up
I know its shocking when the subject of pop-ups in Sierra comes up that anyone would want "MORE!," but our Acquisitions staff would like to see a warning of fund spending over limit at invoicing in addition to ordering.
Their rationale is that shipping & Mylar costs usually cannot be pre-determined. Once posting happens, the fund goes negative. Since there is no going back, like when you're about to go down the chute at the end of a log flume ride, there should be a warning.
3 votes -
Add New Patron Block Based On # of Items Claimed Returned
During the Circulation Forum at this week's IUG, a few libraries brought up their continued interest in going fine free, but also shared how they still faced challenges within their respective institutions from those who felt materials would not come back.
This is a realistic concern, especially for libraries that couple going fine free with the protracted loan periods made possible by autorenewals. It can sometimes be challenging to get customers to return things, so we appreciate the availability of patron blocks that will prevent checkouts, renewals, etc., but not penalize a customer financially, like the ability to suspend borrowing…
9 votes -
Make Selecting 'All' Genuinely Purposeful
From time to time we'll see support tickets where, because of some glitch in the discovery layer, a patron has managed to place upwards of 60 bib level holds on a title.
The holds need to be cancelled in Sierra, so you select 'All.' However, doing so, you still have to address each item individually with a series of additional pop-ups. Over & over again.
This is just one example where I'd like to see selecting 'All' allow for making a single, batch change on the selected records.
4 votes -
Customize layout & Field Visibility in patron View/Edit Record
In the Patron View/Edit Record window the group of fields at the top cannot be arranged in any way but the default. It would be nice to be able to arrange these fields in a way that meets the needs and use of our staff. For example, I would like to be able to put all the editable fields in the first 1-2 columns, such as exp date, language, notice preference, patron type. Then all the uneditable fields (total checkouts, total renewals, circ active...) to the right of these columns. It would be nice to have a sort of drag…
2 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.
1 vote -
Allow Column Sort in Transfer Paged Items Function
The Transfer Paged Items function in Sierra will display one of two statuses when the report is run - Eligible or Ineligible. You then check or batch select the requests you want to transfer. But the results might mix eligible items wit ineligible items & there's no way to group them together to make the selection & transfer process easier.
Adding the ability to sort by the Status column would allow us to select the entire batch of items eligible for transfer much more easily.
1 vote -
Indication in ILS of SMS Subscription
We would very much like to see some indication in our ILS (Sierra) that a patron has opted in to receive SMS messages.
Even if SMS Alerts cannot be their own, unique notice type & not just supplement the patron's chosen notice preference of email or phone, the simple activation of a new field would be useful for frontline staff trying to troubleshoot during interactions with the patron.
Even a date/time stamped Note field entry that is applied when Vega Interact SMS first authenticates against the patron's record during the opt-in process would be incredibly helpful, even more so if…
4 votes -
Days Closed Table - Enter Date Range for extended closures
Make the Days closed table able to have a range of days. When we close a branch for maintenance we have to put in each day, it would be great to be able to put in a location code and then something like 5/1 - 5/25 or comma entries like the loan rule determiner table.
13 votes -
Extract attached media files in bulk
Create the ability to extract attached media files in bulk from Sierra.
1 vote -
Copy/paste multiple MARC fields simultaneously
When creating a new record for a material, it's sometimes necessary to copy part, but not all, of an existing record. However, there is currently no way to copy/paste multiple MARC fields simultaneously, despite the fact that you can perform similar operations on multiple MARC fields simultaneously like deleting them. This would be especially helpful when needing to copy/paste 336, 337, and 338 as well as various subject fields.
6 votes -
Add the ability to search for more fields for volumes in create lists other than just holds.
The only option in create lists for volumes is to find holds. It would be helpful to be able to search for volumes that 'match' or 'has' variable fields. Then we could search for volumes that say 2024, for example. It would also be helpful to have this in Global Update as well when toggling to variable fields.
2 votes
- Don't see your idea?