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  1. It would be helpful to have the ability to prevent a hold from being canceled based on its pickup location.

    We have holds pickup lockers installed in three locations and are finding that if the lockers contain an item which has since had its hold canceled, the lockers will send a CheckIn SIP transaction to Sierra for that item, resulting in the item being [logically] used to fulfill someone else's hold [while physically still housed in a locker]. For popular new releases, this is happening more frequently than one might imagine. The ability to disallow the cancellation of holds at…

    1 vote

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  2. 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.

    2 votes

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  3. Each week staff go into Create Lists and repopulate a designated review file with current data from a system-generated list. Two examples of system-generated lists include the OVERDUE ITEMS and PURCHASE ALERTS files. It would be great if our site could schedule Sierra to identify a specific list number and replenish or refresh the contents of it with most current system file's data. This would make the task fully automated. It's important to our system to be able to designate which list or review file number to use for each system-generated file job, however. We are a consortium and our…

    1 vote

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  4. 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.

    1 vote

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  5. Sierra has a mechanism for parsing the free text entered into patron address fields in the client into separate fields for elements such as city/state/postal code that exist in the patronrecordaddress table. Those distinct fields may then be searched in create lists or utilized in SQL queries. However, the algorithm used to parse out those data points is extremely rigid in terms of the data it expects to see and is quite prone to mapping data incorrectly if an address entered into a patron record does not conform to those guidelines.

    For one common example in our system…

    12 votes

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  6. Despite the constant threats to our funding & the fact that some seem to treat the notion of DEI as offensive, we continue to want our library to be seen as a welcoming & inclusive environment for our patrons.

    We would like to be able to extend this to how their name is represented in Sierra & on notices/when seen in the catalog. We currently have a sort of crib sheet for staff to use to insert diacritic characters into patron names as needed, but think it would be helpful if they didn't have to navigate away from Sierra when…

    6 votes

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  7. The high demand hold report is a powerful tool that sums system items and system holds.

    Adding a "hold status" and "item status" pre-search limiters would vastly improve the use of this report

    Why add these limits?

    There is no Sierra product (including Decision Center) that allows users to deselect frozen holds from “total holds” count.

    This report counts "system holds" as any hold with any status (including item holds that will be filled by "in transit" item)

    This report counts "system items" as all items (including billed and missing) so there is no way to know how many items…

    5 votes

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  8. Our library wants to provide the patron validate role to our vendors.
    But, we do not want to give the vendors any read or write roles.

    We do this now with several vendors, but the authentication does not update the "last circ activity" field in the patron record.

    Is it possible to add a new permission that would only allow authentication but update the "last circ activity" field in the patron record.

    Why add this feature?
    Our library purges patron that don't circulate for X number of years. We don't want to delete patrons that are actively using our eVendor…

    10 votes

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  9. 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.

    2 votes

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  10. I would like to add an optional parameter to the Sierra API endpoint for checking in items to allow for backdating those transactions as you can within in the client as it may help with automating some projects.

    For an immediate example, I have identified a number of items that were not removed from the checkout table correctly due to locked patron records, where the were placed in transit and I can see a time the checkout ought to have occurred via the in transit message. I would like to write a script to correct these failed checkins once they…

    3 votes

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  11. 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…

    3 votes

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  12. It would be nice if there was a setting in the Receiving function to limit your search to only items available to be received. We search by PO and have to wade through loads of items already received and billed. This was available years and years ago on the old Horizon system.

    7 votes

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  13. 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…

    4 votes

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  14. This proposal suggests enhancing the Patron API key creation process by incorporating a Stat Group field, allowing staff to categorize API keys by vendor and track their usage using existing reporting tools. The proposed enhancement would modify the API key creation window to include an optional Stat Group field towards the bottom. If left blank, the default stat group (zero) would be assigned, maintaining current functionality. This change addresses a common issue where vendors do not implement the stat group provided by the library, often resulting in API-driven transactions being categorized under stat group 0. This leads to inaccurate or…

    14 votes

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  15. This idea came from a discussion at the IUG2025 Sierra Reporting Forum.

    It would be very useful to provide an endpoint to assist with gathering/generating the sorts of circulations statistics that would normally require SQL access. However, the all or nothing nature of SQL permissions is a barrier that prevents many users from being permitted to access those features. With the API on the other hand a user could be limited to simply having read access to an endpoint such as this, along with likely the bib and item endpoints so that they may craft reports without also having to…

    17 votes

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  16. Keeping our systems secure with SSL certificates is essential. Certificates need to be renewed and there is a service commitment to handle this process. But there is a better way. SSL providers can be setup to automatically renew and deliver an updated SSL certificate to our systems when their expiration time approaches.

    This idea is for Innovative to support software-only site with setting up an automatic SSL renewal process thereby keeping our systems safe from expiring certificates and making the process worry-free.

    9 votes

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  17. 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…

    6 votes

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  18. 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.

    9 votes

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  19. 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…

    1 vote

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  20. Add the ability to create a template specifically for repeated bills. This would allow us to send a different message for a reminder bill than what we sent in the original bill. This is would be similar to how we are able to create different templates for 1st, 2nd, 3rd etc Overdue Notices.

    19 votes

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