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ILS - Sierra

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  1. One of our branches uses shielded RFID pads, and the software could hook in to their previous ILS and context switch the current RFID action (tag on, tag off, no change) depending on the active function screen by overlaying a screen over the ILS to track the toggling.

    Can support for this functionality be offered for Sierra? I assume it would involve working with the RFID vendors to get it up and running.

    The current workaround is to use Sierra macros to trigger the RFID function change, but this is reliant on staff remembering to press the keys which may…

    3 votes

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  2. 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…

    3 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…

    3 votes

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  4. 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 votes

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  5. 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.

    3 votes

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  6. 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…

    3 votes

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  7. We can’t use this button because we don’t use print templates for our bills.
    We would prefer them to look pretty with Print Templates instead of the plain text we currently have. To avoid staff confusion, it would be great if this we had the ability to disable/grey out this button.

    3 votes

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  8. When using the LDAP authentication option, it was useful to be able to see the authentication logs to diagnose login issues. After switching to SAML authentication, access to the SAML logs is only available to Innovative support.

    I propose granting customers access to the CAS Apereo application logs so that we can see SAML authentication issues. These logs may not be as detailed as the LDAP ones since the authentication is happening at the IdP but they might provide clues to further investigate authentication issues.

    2 votes

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  9. When creating a new customer record from scratch, or when updating & finalizing those submitted through our online application, we have staff perform some checks to prevent duplicate records.

    They'll begin by searching the Name index to make sure that there's no pre-existing record for the same name. Then as backup, they'll try searching by birth date or phone number.

    However, when you search by birth date or phone number, the results do not come back in alphabetical order, making things a bit harder than they should be for frontline staff. See example image where the search for the DOB…

    2 votes

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  10. 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

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  11. 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

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  12. Sierra currently removes any leading apostrophe for example from the normalised author fields on bibs. For example, normAuthor over API. Other diacritics such as ʻokina (ʻ) is not removed from normalised fields. Because of this, any systems that use norm fields over API are not alphabetising the author correctly.

    It would be great if Sierra could remove the ʻokina (ʻ) from the normalised author fields. Specifically normAuthor.

    2 votes

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  13. We use forms in Sierra for inter-library loans. We have, however, found that some users are too quick in submitting requests. I think it would be a good idea for ILL forms in Sierra to have additional functionality to slow user behaviour down and to allow for more accurate ILL requests:

    1. We have ILL conditions included as text below our ILL forms that would be better served as check boxes in the form e.g., "I understand I am responsible for copyright"; "I understand I am responsible for any replacement or repair fines".
    2. I also think if we could make certain…
    2 votes

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  14. 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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  15. 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

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  16. 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 votes

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  17. 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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  18. Sierra libraries cannot freeze a hold in Vega Discover (and likely other third-party catalogues) if an available item could fill that hold. Innovative has confirmed that this limitation is caused by Sierra, and that Sierra's hold-freezing behavior must be changed before Vega Discover can support this functionality.

    Currently, customers cannot freeze a bib-level hold if there is an available item that could fill the request. This prevents customers from managing their holds the way they want. In many cases, they do not know an appropriate "Not Needed Before" date, but they do know that they are not ready to receive…

    1 vote

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  19. It would be useful to have CAS Apero enhanced to either:

    1. re-ingest the metadata automatically once the validUntil date is reached or

    2. 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

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  20. 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

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