331 results found
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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 -
"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.
19 votesThe product manager will review this idea for possible inclusion in a future release.
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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 -
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.
18 votesThe product team will review this idea for consideration for a future release.
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Add Invoice Number to Invoice Summary
The Invoice Summary that is sent after posting invoices only lists the voucher number. Our Finance department has to go through the Invoice Register and match the invoice number to the voucher number to know what invoices should be paid. This is very time consuming, and susceptible to human error. Please consider adding the invoice number to the Invoice Summary.
18 votesThe product team will review this idea for consideration for a future release.
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Ability to disable a user with one click in Admin Corner
The ability to log into admin corner, view all users and with one click disable them (not delete, but deny them log in access) would be helpful for those with revolving part time employees.
We have student employees that change out regularly, but sometimes they come back as graduate student help, etc within a short time.
Being able to simply turn off an employees access and review it within a year or less to determine if it should be deleted or held would be helpful for keeping our staff accounts cleaned up.
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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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.
18 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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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…
18 votesThe product manager will review this idea for possible inclusion in a future release.
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Add "Available at Branch" to Sierra Search/Holds facets
Staff want to limit their search in Search/Holds to items that are on the shelf at their branch. These would be items with a status of "available" and a loan rule equal to zero.
Circulation workflows are severely impacted when staff have to use the SDA and the Discovery Catalogue to determine if items are in the branch.
Libraries with floating collections or multi-branch libraries do not always know what is on their shelves.
Customers that visit the circulation desk want to know if an item is in the branch. Staff want to know if items on a particular subject…
18 votes -
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?
18 votes -
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 -
Create RestAPI with a Patron Validate role that updates the “last circ activity date” in patron record
Our library wants to provide the patron validate role to our vendors.
But, we do not want to give the vendors any read or write roles.We do this now with several vendors, but the authentication does not update the "last circ activity" field in the patron record.
Is it possible to add a new permission that would only allow authentication but update the "last circ activity" field in the patron record.
Why add this feature?
Our library purges patron that don't circulate for X number of years. We don't want to delete patrons that are actively using our eVendor…17 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 votesThe product team will review this idea for consideration for a future release.
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Re-page for item if pickup location has changed
Currently once an item is placed on hold, if the patron changes the pickup location after the item has already been paged for, the item will not be paged for again. With Title Priority Paging and “Prioritizing Hold Fulfillment at the Pickup Location” settings in place, this means a patron could be waiting much longer (depending on the “Pageslips: Number of hours before page can be transferred”) for their hold, even though they have fixed their mistake and reselected their intended pickup location. Additionally, even if the old pickup location pulls the item, they won’t be able to fulfill the…
17 votes -
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.
17 votes -
Sort Headings Reports by bib record
When going through various Headings Reports, we'll end up reviewing the same bib record that has multiple first-time-use entries throughout the report. It would be nice if they could be sorted by the bib record to reduce staff time and stay in the same record as long as needed.
Perhaps the bib record could be pulled from the Entry column and inserted into a new column in the display that could then be sorted like the other available columns.
17 votes -
Notify when Holds exist for linked patrons
Notify user when a patron linked to the current patron has holds available for pickup. This would eliminate the need to check individual accounts. The also eliminates having a patron leave without all the available holds for that family.
17 votes -
Fix "Tile Vertically" so the bottom of the records don't get hidden behind the taskbar on Windows 11.
In Sierra, on Windows 11, when you click "Tile Vertically" so you can see multiple records at the same time, it makes the windows too long, so that the bottom of the windows get hidden behind the taskbar if it is locked. It does not do this if you maximize a record window, or if you use snap. It only seems to be the "Tile Vertically" function.
We use this function a lot to compare records for deduplication, and it is really annoying to have to manually resize windows so you can see the whole thing.
16 votesThe product team will review this idea for consideration for a future release.
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