289 results found
-
Connect Global Update with Scheduler
We complete many repetitive tasks in cataloging and patron record management each day. This entails using Create Lists to generate the list, and then using Global Update to perform the same set of edits each time. We need Scheduler to be able to connect into Global Update to perform those tasks automatically.
This may require enhancement of Global Update to save the Command Input, or it might mean adding the Command Input choices to Scheduler.
Example:
Scheduler runs an updated Create List using a saved search query to identify items that need their suppression code updated.
It then uses a…26 votes -
Add "mark damaged items" workflow to checkin
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…
25 votes -
Batch Check-In Should Not Update Circactive Date
Batch check-in is a necessary component of debt write-off and system maintenance. Running this process updates the patron account circulation activity date (CIRCACTIVE) even though this is a system-generated process and not initiated by the patron.
We use the CIRCACTIVE date when reporting on card usage, and as an indicator of when to delete inactive cards. Because the date is updated through batch check-in, we have to do a lot of clean-up work to understand actual patron usage and behavior.
Ideally, batch check-in should not update CIRCACTIVE. It would be fine for the account UPDATED date to be updated.
This…
25 votesThe product team will review this idea for consideration for a future release.
-
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…
24 votes -
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…
23 votes -
Improve the labels for LDR, 006, 007 and 008 in Create Lists
Currently in Create Lists it is very difficult to specify criteria for special fields like the leader, 006, 007 and 008. Many of these have the exact same label, like Audience, which appears four different times. Each of them is for audience as it appears in different versions of the 008 for different record types. Then it appears four more times in the 006.
It would be helpful if each of these different audience codes were labeled in Create Lists, such as "Audience for Books," and "Audience for Music," etc. This would make it much easier to use this function.…
23 votes -
Add the ability to create a review file from items in Global Update.
Sometimes I'm working in Global Update and am using the toggle feature or the limit tool. I then want to work with just those records. I don't want to remove the others from the review file, but rather copy the records I want to look at into a new review file so that I can work with them there.
23 votes -
Create a different template for repeat bills
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.
23 votes -
Add ability to suppress a subfield in the 1xx
Add the ability to suppress subfield 1 in the 1xx field so it will not show in Sierra. This way it can be unsuppressed when the library starts using linked data.
23 votesThe product team will review this idea for consideration for a future release.
-
Introduce a "CANCEL" Button in the "ITEM ALREADY PAID FOR" Warning Popup
In Sierra's invoicing function, when selecting an order record already paid, a pop-up box appears with a warning message stating, "ITEM ALREADY PAID FOR." Currently, the only option available is to click "OK," which immediately proceeds to the next step of entering the item's price on that paid order record. However, adding a button labeled "CANCEL" in the warning pop-up box would be beneficial to prevent staff from inadvertently continuing to pay for the item on the wrong record. Clicking "CANCEL" should close the warning pop-up without proceeding further, returning the user to the search results list. The "CANCEL" option…
23 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
-
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.
22 votes -
Allow holds on multiple bibs at the same time from a review file
There are times staff need to place holds on multiple items that are in a review file (we are working on a collection and need to change something about a group of items) and it's time consuming to go item by item. It would be nice to place bulk item holds on items in a review file.
22 votes -
Allow users to freeze a hold even when an available item could be used to fill that hold.
If a library's circulation or OPAC rules allow a customer to place a bib or item hold, the customer should also be able to freeze that hold at any time. This functionality is available in Polaris, but not Sierra.
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 the item immediately.
Allowing holds to be frozen…
21 votes -
Ability to Transfer Bib-Level Holds to Volume-Level Holds
Our consortium would like to request a feature enhancement in Sierra that allows ability to transfer volume-level holds to bib-level holds.
Currently, when we need to move records from a multi-volume bibliographic record (with volume records) to a monographic bibliographic record (without volume records), we must manually add or copy each volume-level hold to the bib-level record and then remove the original volume-level hold. This is a very tedious and time-consuming process, especially within a consortium of more than 100 libraries.
A streamlined method to transfer holds between volume and bibliographic levels would save staff time, reduce errors, and improve…
21 votes -
Improved loan rules & loan rule determiner documentation
The current documentation on loan rules, loan rule determiner, and float determiner table is very limited, and training on these important functions do not exist within Innovative's training & learning center. More comprehensive documentation with examples would help libraries better manage loan rules, and perhaps simplify how libraries' existing rules are setup.
21 votesThe product team will review this idea for consideration for a future release.
-
Allow use of spine label print templates in Create Lists
Spine Label Queues are only available in the current session and do not save. We are able to print spine labels (sheet or continuous) from Create Lists, but cannot apply print templates with this function. Can we either have the option to apply print templates when wanting to print batches of labels via Create Lists and/or have the option to hold on to our spine label queues for more than just the current session?
21 votesSelected for the Sierra 6.7 release by MEEP enhancement process
-
Include authorities in the Search/Holds module
It'd be great if authority records and cross references were included under the Search/Holds module and be the same as what staff encounter with the Catalog module. Right now it is different. In our system, staff often use Sierra to place holds with the public on their behalf. It would be great if authorities were available in the Search/Holds module results display so that staff could benefit from the information.
If a staffer did an author search and they had a pen name (Robb, J.D.) then they'd be redirected to see the other author's name (Roberts, Nora).... Or they may…20 votes -
Add "hold status" and "item status" limits to high-demand holds function
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…
20 votes -
Create user permissions/roles for limiting SierraDNA access
We have had a number of instances recently in which a vendor has requested SQL access in order for us to utilize there services. We are hesitant to allow for that (and have policies against it) due to the quantity of secure data that would also provide access to.
What we need is a way to provide lesser SQL access to particular users to allow them to tap into only the relevant tables (bibs & items for some. Circ_trans and patrons for others).
Beyond the vendor scenario it would also be fantastic to provide limited access to more of our…
19 votes -
Add the ability to transfer an item-level hold to the bib level
Please add the ability to transfer an item-level hold to the bib level. In our system, holds automatically attach to an available item. When the item that has captured the hold is unavailable for some reason (ie. the item has gone missing), there is no easy way to deal with the hold if there isn't another available item. You only see the option to transfer the hold to another specific item. If these are all circulating or unavailable and there is a list of holds at the bib level, you cannot currently transfer that item hold back to the bib…
19 votes
- Don't see your idea?