307 results found
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Fix default for Scheduler's output MARC records
Scheduler's output MARC records function requires that you send something in the Remote Directory field. If you are sending to the root of the remote server, then you have to include "./" in the Remote Directory field or your export will fail.
It would be extremely helpful if "./" were included in the default set up for output in this field. I just had a ticket open for months with the help desk, and the solution was "./" in Remote Directory. Your own support staff doesn't know this and/or doesn't remember it. This should just fill in automatically when I…
4 votes -
add "recent search" to checkout browse (used when staff search catalogue to place holds)
The "recent search" in Search/Holds allows Libraries to determine how many past searches are saved. This is a huge benefit for staff when they are performing reference interviews with customers.
This "recent search" option is not available in the checkout browse workflow.
Our library has multiple bib records for DVD TV series (eg. Season 1, Season 2 etc). Staff that assist customers to place holds at the circulation desk struggle to place holds on these DVDs because they must keep typing the same title again and again into the checkout browse search query.
We have communicated to staff they can…
4 votes -
Allow @ov_attach_insert with @ov_priority.
In a load profile you can only use @ov_attach_insert with @ov_action of a, b, c, or e. However it is possible to do an a match and attach with any @ov_action if you use the @ov_priority function. It should be possible to use @ov_attach_insert in that situation as well.
I use @ov_attach_insert on all my match and attach loaders to insert a note field I use in all my records, but I can't use that in the case of @ov_priority loaders because I can't use @ov_attach_insert.
4 votes -
Floating Collections Minimum Item per Location Threshold
We're looking to replicate the behavior in the attached picture from Polaris on our Sierra site.
Specifically, our goal is to show an override prompt to try to prevent a location from going under a specific number of copies for a title. We're aware of Float Determiner Rules as far as entire location codes, but we're interested in using the number of copies of a bib record to prevent the item from floating if doing so would put them under the threshold number of copies.
4 votes -
Automatically add date/timestamp to Notes and Messages
It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.
If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy…
3 votes -
Improve clear hold functions for integrated systems
When a hold has been cleared or is defunct, the information Sierra provides integrated integrated systems (IMMS for our example) over API is not consistent In particular, when clear holds is run in Sierra. During clear holds, the item status either remains at ! On holdshelf or changes to another item status. When it remains as !, IMMS sees the hold is still active and does not instruct staff to clear the item from the hold shelf. Daily and weekly processes are needed to update the item records for IMMS to recognise the changes.
Can the clear hold function in…
3 votes -
Allow for Customization of Fields Included in Expanded Display of Patron Records
I recently learned that the fields included in the Expanded Display for patron records (when you rollover/click the i next to the record) are hard coded.
I found this unfortunate, because what's shown in the Expanded Display differs depending on where you're viewing it, which in the case of patron records is either going to be in the Search/Find a Patron view or the Check Out mode view.
Examples of where I see room for improvement here:
1) When I search for a patron by name & come up with dozens of people with the same name, an identifier like…
3 votes -
Statistics - Saved Queries Should Retain Cross-Tab Selections
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),…
3 votes -
Add API endpoint to update MARC Leader fields
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.
3 votes -
Ability to restart the CAS login
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.
3 votesThe product team will review this idea for consideration for a future release.
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Disable Reprint bills button In Sierra
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 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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NCIP Authentication - Add support for optional blocking
We recently started using NCIP authentication for our new ILL service. We learned after implementation that NCIP login is blocked for any of the reasons in the Patron Block Table. This makes sense when the block is for an expired card, or for fees over the threshold. This makes less sense when they have reached their maximum holds in Sierra.
What we're seeing is that patrons cannot log into the system at all when any of the block parameters are true. We would like to be able to enforce certain blocks but not others for account login.
We can increase…
3 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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Split the Patron_Name in the Item Paging Slip and Item Paging List data libraries into first name and last name
The element PatronName in the Item Paging Slip & Item Paging List Data library be broken up into Patronfirstname and patronlast_name elements like in the hold/transit slip data libraries.
3 votes -
Ability to import Create Lists Review File into Decision Center
Collection and circulation analytics would improve if we could import Create Lists item/bib search results into Decision Center.
If so, Decision Center could aggregate Create Lists results (searches based on authorities, orders, or hold/patron circulation behaviours) to provide circulation and collection statistics.
Our libraries would be satisfied for this import to display the fields that are in the “high”/ “low” circulation weeding reports.
We understand that the aggregated statistics in Decision Center are generated the night before.
3 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Choose Priority between Item-level holds queue and bib-level holds queue
More control over choosing priority between the item-level holds queue and the bibliographic-level holds manually so that the Processing department can pull back specific items on popular, high-volume holds with more ease.
3 votes -
Decision Center: Identify titles eligible for stock rotation in pooling locations
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 -
Rearchitect iiirecord.record_metadata to provide improved audit trail accountability
It is sometimes helpful to see who created, updated or deleted a record. Catmaint provides a lot of detail but doesn't cover many record types. I propose the following solution, which doesn't have particularly burdensome storage requirements:
- Build a many-to-many table with an id primary key column, a timestamp, a code indicating the C-R-U-Uprevious-D record operation and foreign keys linking to record_metadata.id and to iii_user.id.
- Backfill this new table using the available timestamps in record_metadata, catmaint and any other table like catmaint which might provide record edit history.
- Rename record_metadata and drop its four *_gmt timestamp columns. Yes, this creates…
2 votes -
Add 'Previous' button to Receiving
Staff are really appreciating the addition of a 'Previous' button to the record creation process which allows them to back up and fix a mistake without having to go all the way through the process before returning to make a correction. Staff would like to see similar functionality within the Receiving process. We receive using the process that combines creating the item with receiving.
Currently, for receiving an item, it will prompt you through the boxes to fill in the required information. As you proceed through, if you make a mistake or skip something you have to cancel and start…
2 votes -
Add "permanent location" field in item record and function to change to it
We have shelves for new materials, and item location codes for these ("new mysteries," "new fiction," "new DVDs," and lots more). Moving items from the new shelves to the regular shelves is a chore, both in handling materials and in knowing (and selecting) what location to change them to. It would be great if you could just get into a function in Sierra that would change the current item location (the "new" one in my example) to the permanent item location (a new field that would be added with this idea, which would catalogers would populate when the item was…
2 votes -
Increase Max System Display Limit for Fines
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…
2 votes
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