241 results found
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Save title and author info in reading history after title is deleted
Customers want to know what titles they've checked out even if the library no longer has it. It would be ideal if Sierra (and subsequent discovery layers can pull the info) could save the title and author in the record metadata so that even if the bib record is deleted, the customer can see it.
19 votes -
always be able to freeze a hold in catalogue(s)
Provide Libraries with the option to "always be able to freeze a bib or item level hold".
If circulation/OPAC rules allow a customer to place a hold, the customer should always be able to freeze it.
At this time, customers cannot freeze a bib level hold if there is an item attached to the bib that could fill the hold. Customers tell us that they want to manage their holds. They are unsure of a "Not Needed Before" date, but they know that they do not want to fill the hold immediately.
This is important for libraries that split out…
19 votesThe product manager will review this idea for possible inclusion in a future release.
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Be able to create and edit paging list templates with LXStarter rather than Jaspersoft
I'm hoping that the great improvements to patron notices with LXStarter can be considered for staff use, like paging lists.
19 votes -
Arrange Saved Notice jobs
by Kathy Setter Although we can sort by columns. in the saved notice jobs there is no way to rearrange them into a preferred order without being creative in naming the jobs (numbering, adding letters, etc). I would like to be able to move the lines to arrange them in the order most useful for staff. In other places you can right click and move up or move down, and that's what I would like to do here.
19 votes -
FTS File Saving Printing - Include Login
As it's recommended to regularly delete old files after printing to FTS File Save, it would help to know who the owner is of the files that need to be deleted, much like you know the login/owner of old Statistics result files and Create List review files. While the system administrator may have an idea of who owns what files, staff may ignore naming conventions, etc., making it difficult to determine whether it's okay to delete an old file or if it it's something that should be kept for record keeping purposes. If this could be expanded to all files…
19 votes -
Time to Holdshelf Delay Period Not Reflected in SDA Holds Status
The Time to Holdshelf feature in Sierra is useful in keeping patrons from showing up too early to pick up their holds. As seen in the attachment "Discovery Layer View" – which in our case happens to be BiblioCore – the availability status correctly reflects that the recently checked-in item "Easter Mice!" is not ready for pickup because the item is en route to the pickup location (which in this case is a set of freestanding pickup lockers in a remote area of the county).
However, the holds status as displayed in the SDA incorrectly reports the item as being…
18 votes -
Staff activity log
We occasionally have issues with staff abusing their ability to waive fines or deleting items inappropriately or accessing patron accounts outside of acceptable library operations. We would like to have a way to view these actions within a log file associated with each Sierra login (or filterable by login) so that these activities could be periodically audited by managerial staff and retroactively be reviewed when inappropriate system activities are believed to have taken place.
18 votes -
Simplify FTP login for vendor status reports
Description
Sierra will enter the FTP login information automatically when downloading vendor status reports when that information is saved in the system.Value
Makes it easier to retrieve files quickly and easily.18 votes -
Retain SDA Search Terms Within Patron Session
Prior to Sierra 5.3, when placing a series of holds for a patron in the Sierra Desktop App, the search terms would be retained from one title to the next. For example, if a patron wants holds placed for all seasons of the TV show How I Met Your Mother, a staff member with the patron's record open will click Add Holds, type the search terms "how i met your mother" in the Browse dialog and click Search. A suitable title is located and a hold is placed on it. All good so far.
The undesirable behavior is observed when…
18 votes -
Create a way for staff to add messages to other library's items outside of scope restrictions
The problem that's prompting this suggestion:
I work at Gondor Library. An item arrives from Rohan Library (outside of scope) to fulfill a hold for my Gondor patron. But staff notices it has damage that has NOT been noted in the record (or on the physical object).Gondor staff have two choices.
a) the damage is extensive enough that we decide to not fulfill the hold and send it back to the owning library, Rohan.
b) we use our judgement to decide whether the Rohan book's damage is minor enough to fulfill the hold.
For example, only light stains on…17 votes -
Add fund code used to purchase item to item record
I was asked recently to create a list of items added to the database based on a fund code. I don't believe that I can do that in Create Lists. This is because order records and item records have no common field to link them.
I also cannot use Create Lists to pivot item records to their attached order records or vice versa.
We need to be able to do this because 1 bibliographic records may have items attached that were purchased from different funds. Example. 1 Fiction title may have items purchased from an ARP (automatice release program), and…
17 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Make URL report useful and launch URLs correctly
Idea Description
Fix the URL Checker "print" option to email, which can be useful to embed URLs and forward them to work on offline, but the columns on the report break the URLs and the report is useless since the full URL is forced to break based on a fixed pre-determined length of column. This would help both interactive / custom reports as well as a larger report of the list of errors. In example provided, anything not underlined in "blue" that wraps to a second line is a broken URL that will not launch.Idea Value
Value is high…17 votesThis idea has been accepted for inclusion in Sierra 6.3.
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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…17 votes -
Restrict Location Code Edits to Locations in Scope (especially in Rapid Update)
There is currently a setting allowing us to prevent logins from editing records with a location code outside of their current scope. However, users are able to edit records in their scope to have location codes outside of their scope, which then blocks them from being able to edit the records again. This happens accidentally sometimes, and is particularly a problem in Rapid Update. It would be great if item location dropdowns in Rapid Update, and possibly the item record as well, only showed locations in the user's scope in order to prevent this problem. Alternately, the system could prevent…
17 votesThe product manager will review this idea for possible inclusion in a future release.
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"Both" Option for Due Slip Delivery
The first request we got after releasing emailed Due Slips was for the option to generate both an email and a print slip. Some people like the physical reminder in the form of a printed slip (that doubles as a bookmark!) and an electronic version that they can use as a reminder or a fallback.
17 votesThe product manager will review this idea for possible inclusion in a future release.
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Patron Record Display - Increase Height and/or Allow Column Adjustments w/Custom Display
When you retrieve a patron record, the system displays information from that record in the top half of the window. See https://csdirect.iii.com/sierrahelp/Default.php#sril/sril_disp_patron.html for details.
This height of this area of the patron record display is quite short.
While you can make adjustments with WHAT is displayed, the number of columns used in each display is not configurable. (I.e., the Custom Display option always displays the specified record fields in a single column.).Yes, to view more fields in the patron’s record, you can hover your cursor over the i icon (which no one pays attention to/misses completely), and an expanded…
17 votesA nearly identical idea was previously submitted through Idea Lab and is under review.
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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…
16 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Batch/Copy Option for Patron Record Creation
Someone at CHPL is suffering from Polaris envy & suggested Sierra offer a comparable record to copy/duplicate patron records. They're hoping for a way to speed up the record creation process for families of 5 or 6 that visit the library together & all need to register for cards, which is apparently not an uncommon scenario. The ability to quickly replicate certain fields (address, home library, maybe phone, e-mail, etc.) from one record for x more should facilitate that.
16 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Limit Ability to Clear Expired Holds & Holdshelf
So as we've seen repeatedly despite training & periodic reminders to exercise caution, the putrid corpse of liberty can really do a number on the Clear Holdshelf Report. We see disturbingly frequent scenarios where someone at one of our locations is not careful & winds up wiping out the holdshelf report for all 40 other branches. While we're fortunate to have someone here who has created a sort of recovery tool, we'd like to see the potential for such chaos somehow eliminated.
16 votes -
Mixed Use of Keyboard and Mouse in Value Selection of Rapid Update
In Rapid Update, if a value is selected by first typing in the value field and then clicking on a result in the dropdown menu, the wrong value shows up in the Current Command list. According to Innovative, this is because the expected workflow is to use either just the keyboard or just the mouse. The functionality should be adjusted to allow the mixed use of keyboard and mouse.
Idea Value
Library staff don't always notice when they follow this workflow and then end up with the wrong value selected. In our consortium, this sometimes happens with location codes, and…16 votes
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