265 results found
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Make Review Files in Admin App Consistent w/SDA & Sierra Web
In Sierra - SDA and Web - you can sort review files in Create Lists by the column header, i.e., file #, current records, max records, type, status, login and created.
In the Admin App (BACK END MANAGEMENT > Review Files), the only columns displaying are file # (which doesn't appear to match the file # in the SDA/Sierra Web), number of records (= max records), current and name. Sorting by column is not an option.
The display, labeling and function for managing review files should be consistent.
Idea Value
When managing review files in the admin app, particularly when…21 votes -
2038 issue
We use the patron's 18th birthday as their youth card expiration date. Due to the Year 2038 issue we have been unable to add the correct date for several years now. We would really like to be able to have (any/all) date fields updated so we can begin to record accurate future dates again.
20 votesThe product team will review this idea for consideration for a future release.
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Offer the ability to retain a patron's receipt preference at checkout
At checkout, Circulation Staff must ask patrons at the end of each checkout if they want a printed receipt, email receipt, both, or none, or place a pop-up message on their account. It would be great if there were a way to retain each patron's receipt preference so that upon closing out the patron's record, the preferred receipt would be sent, print, both, or no receipt would be given.
20 votesThe product team will review this idea for consideration for a future release.
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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…
20 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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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.
20 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…
19 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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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.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 -
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.
18 votes -
Make it possible to search for records lacking a MARC field in Create Lists
I recently wanted to run a search for all records that matched certain criteria and did not have an 856 field. However, Create Lists does not currently have a "lacks field" option. It would be very helpful to be able to search for records that do not have certain fields.
18 votesThe product team will review this idea for consideration for a future release.
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Sierra should send an email notification when Offline Files are Uploaded
As the system administrator overseeing a 54-member library consortium, managing Offline File Processing is a routine responsibility. However, we often encounter delays in processing files because libraries don't consistently notify us when they upload offline files. This results in files remaining unprocessed until the next library contacts us, potentially causing unnecessary checkout delays. If we process the files too many days after uploading, additional errors may occur, making it challenging to track items adequately.
An email notification for Offline File Processing would ensure timely handling of uploaded files. We could proactively monitor file uploads, swiftly process them, and promptly address…
18 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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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…18 votes -
"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.
18 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…
18 votesA nearly identical idea was previously submitted through Idea Lab and is under review.
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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 -
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…
17 votesThe product team will review this idea for consideration for a future release.
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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 votesThe product team will review this idea for consideration for 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.
17 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Ability to change password on login page of SDA
Many libraries are creating individual logins for each staff member. Staff needs the ability to change their password in case they forget it. At this point, they need to be logged into the SDA to change their password which doesn't help if they can't remember it.
17 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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