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293 results found

  1. We have a floating collection and use Decision Center to manage our collection. We need to know what is on the shelf OR not on the shelf at multiple sites. To do this, we use excel pivot tables to manipulate the "low circulation weeding reports". I have attached the workflow and the result.

    After pivoting the "low circulation weeding reports" (searching for items that have circulated less than 300 times in 1 month at multiple branches) our result includes everything on the shelf at multiple branches. The pivot table allows us to identify which titles are at a branch AND…

    3 votes

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  2. Staff need an easy way to make an item "damaged" when performing check-in. The current damaged workflow requires staff to be in the patron account.

    All of our libraries have book drops, and every day, damaged items are returned. It doesn't make sense for library staff to stop their process, review the item record, and then review the patron account details in order to mark an item as damaged.

    Can the "Mark Damaged Items" button that appears in the checkout function (checked out items) screen be added to the check-in window. I have attached an image where we would like…

    2 votes

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  3. 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…

    2 votes

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  4. 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.

    2 votes

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  5. 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 faster way to change the user. At this time you must first remove previous user (Admin - Clear Permissions) and then add new user (Admin - Set Permissions). Staff suggested one function that would both Clear previous and Set new Permissions. E.g. Set Permission could remove the old user and then ask the new user. We set up macros for both functions so staff can use them instead of drop-down menu. However, I suppose…

    2 votes

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  6. 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

    2 votes

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  7. 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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  8. Similar to the keyboard codes (ex. %ENTER%), it would be useful to have a command code for today's date. In item records, we input the current date in a 995 field using a macro but must update our date macro each day. Being able to have a command for the current date would save time and lead to fewer errors when users forget to change the date.

    2 votes

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  9. 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…

    2 votes

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  10. Sometimes the CAS login to Sierra fails. Either the page is inaccessible, or we see an LSE-OA-Error-2 from our use of OpenAthens authentication to Sierra. The only solution available is to us is to reboot the Sierra application server. This is inconvenient since staff have to log out of their activities.

    It would be useful if there was an option in the Restart a Terminal section of Sierra to restart the CAS service. This would hopefully clear up the error and not require a server reboot.

    2 votes

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  11. Idea: create a new status that references a scheduled booking for an item.

    Value: Currently, Sierra does not change the status of an item that has a scheduled booking. When using the API to reflect the status of an item on a catalog, the item will show as status - (On Shelf) even though the item is not available because it has a scheduled booking for that time. This makes it seem as if the item can be scheduled for a specific time when it is already booked. When an item has a booking, changing the status to "Booked" when…

    2 votes

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  12. When using Create Lists and using Retrieve Saved Query, you are able to sort the list in ascending order. When you go to Save As a query, it goes in and there doesn't appear to be any sort of order (in the past I swear it went in the order it was added/saved). So if you have to tweak your query and need to Save As again, good luck finding it, esp. when you have 100+ saved queries. Ideally you could sort the list of queries, like you can when you initially retrieve them.

    2 votes

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  13. This is two fold. First, we would like to be able to set a default printer option determined by the staff users workflow (circulation workflow/function would default to "email to patron", and cataloging function would default to local printer, etc). So staff log in and select their function area and the system uses a specific printer default accordingly.

    Secondly, we would like to have the "Send to email address" printer option changed somewhat. When selected, it would have a drop down of emails available to send to. These would be set up by the system admin. It would reduce the…

    2 votes

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  14. 2 votes

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  15. 2 votes

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  16. Our Acquisitions staff does not use List Price when ordering, & is hoping that Estimated Price could be modifiable via Rapid Update. At the moment, this would help them modify 200+ order records, which they now have to do manually.

    2 votes

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  17. The Pooling Report generates a list of titles where "the pooling branch has more copies than it needs to meet 150% of demand". This is not the only reason that multi-branch libraries with floating collections have pooling collections.

    Items in a floating collection can be returned to any location.

    Could we have a pooling report that identifies:

    1) Titles that have never been assigned or checked out at the location of the drought location

    AND/OR

    2) Titles not held at the drought location

    Thank you,
    Elizabeth

    2 votes

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  18. The protocol used for the transfer API (ISO 18626) does not provide a field for a patron note. There is a "serviceInfo/note" which OCLC maps to their Borrowing Library note. OCLC said they would look into whether there are any other potential options, but any solution would require development by both OCLC and Innovative. We would like to map data to patron notes or a Sierra ILL request location field.

    2 votes

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  19. 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…

    1 vote

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  20. Within Create Lists the ability for a user to create template(s) for which fields they want to export from the list they just created.

    When I'm creating weeding lists I'm refilling in the same 10 fields each time, when doing patron clean-ups I have a separate set of data points I want to export. Having a template would allow me to easily pre-select the data I need exported.

    1 vote

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