239 results found
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Include periodical issue information in overdue notices
We had a patron complaint that the email notices do not include magazine issue information, only the main title. The notices also do not include item barcodes, so there isn't any data to match against a specific issue. Could information from the Issue field in the item record be displayed in overdue notices?
13 votesThe product team will review this idea for consideration for a future release.
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Allow changing of hard coded "collection agency" wording
We would like to change the wording on our bills to patrons for long-overdue items from “COLECTIONS AGENCY REPORT CHARGE” to “MATERIALS RECOVERY SERVICE CHARGE,” but this is hard-coded. We use Unique Management, who describes themselves as a materials recovery service, and we try hard to always use that wording and not say "collection" or "collection agency." Some patrons have become alarmed by seeing "collection agency" on our bills for long-overdue items and in their accounts.
13 votesThe product team will review this idea for consideration for a future release.
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Lock Commands in Rapid Update
When using the Rapid Update function to update individual item records, you can select a specific field (or fields) and values to update. After setting up your desired fields to update, you then scan the item barcode, hit Enter twice, and return to the point to scan the following barcode. We have had multiple instances where staff accidentally insert an additional field to change after scanning a barcode. One example is if they accidentally hit the space bar instead of the Enter key. It then defaults to the Copy# field. If there were a way to lock the selected Commands…
13 votesThe product team will review this idea for consideration for a future release.
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Preserve notice job sort between edits
Sierra does not preserve any applied sorts after a "Notices Job" Edit dialog is closed. Instead, jobs are re-sorted by job number. This makes it difficult to keep track of which jobs have been reviewed, and generally contributes to unnecessary frustration in the Notices function.
This improvement is related to "Arrange Saved Notice jobs" suggested by Kathy Setter, but instead of applying a custom arrangement I am asking for persistence on a short-term basis:
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46677958-arrange-saved-notice-jobsRationale:
When making changes to multiple notice jobs at once, it is often necessary to sort notice jobs (e.g., by template, location, or "auto") to…13 votesThe product team will review this idea for consideration for a future release.
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Preferences font settings can affect catalog display
When you increase the font size to 20 for cataloging, it enlarges all the other information except the title line which remains the same. As a result, the title line appears smaller in comparison to the other information. It would be great is the title also displayed in the larger font.
13 votes -
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.
12 votes -
Add Days Closed Table to SierraDNA
We are interested in being able to tap into the Days closed table programmatically but it is inaccessible to both the APIs and SQL, and doesn't even have a native export feature (though you can copy and paste it easily enough).
Creating a SQL View for it seems the most straightforward solution, just provide access to the existing table, along with row numbers to preserve the ordering.
12 votes -
Generate a Hold Cancellation notice when clearing Expired/Defunct Holds
Currently, only when you cancel a hold from either the Hold tab or the Hold queue do you get the option to generate a hold cancellation notice. When a defunct hold is cleared from the holdshelf (clear expired holds), we would like to see a prompt to send a hold cancellation notice(s), just as we do when cancelling holds outside of the clear holdshelf process. All those that get cleared could use the same “drop hold” message in the text of circulation notices (explaining your hold has been cancelled because it’s expired/hold pickup by date has passed). These would be…
12 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…
12 votes -
Refund Functionality in Sierra
Currently, Sierra does not provide built-in functionality for processing or tracking refunds. While the system records partial payments that result in credits (displayed as negative fines) and waivers applied by staff (visible in Fines Paid), there is no equivalent workflow or tracking for refunds.
We request the addition of a refund tracking feature within the patron record, ensuring that staff can see when a refund has been issued. Specifically, we propose:
A clear refund indicator in the patron record.
A display of refund amounts including payment method in the Fines tab, similar to how fines and waivers are shown.
An…12 votesThe product team will review this idea for consideration for a future release.
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Need for "Check-in: Do not fulfill holds" function to only apply to current check-in
Libraries have the option to use "Check-in: Do not fulfill holds". This checks in the item without without fulfilling any holds that are in the hold queue for that item. This item will never appear on a Title or Item paging list unless the item is checked in AGAIN. To be eligible to appear on a Title or Item paging list the item must be checked in a second time.
We need an option to release that restriction. The hold should be unfulfilled only during that specific check-in.
Reasons for this:
1) Our transportation system may be stopped due to…
12 votesThe product team will review this idea for consideration for a future release.
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YTD Renewals tracker on item records
Similar to the YTDCIRC tracker on item records in Sierra, add a tracker for YTD renewals as well. This would allow collection development staff to quickly assess a more accurate snapshot of an item's usage.
11 votes -
Add "Send to Batch Check-in" Navigation to Create Lists
Building on the recent navigation enhancements that allow users to send Review Files from Create Lists to Rapid Update, Global Update, and Delete Records, we propose adding a "Send to Batch Check-in" option.
Now that Batch Check-in has been integrated into the Sierra client (as of the 6.5 Release), adding this "Send to" functionality would significantly streamline workflows and reduce the risk of errors associated with file handling.
11 votes -
Data Exchange should automatically identify and fix MARC-8 records.
Data Exchange should determine if a file being loaded is in UTF-8 or MARC-8 format before loading. If it is MARC-8, it should be converted to UTF-8 before loading.
I want to be clear that I'm not talking about using the MARC bit that supposedly identifies if the character set is UTF-8. That cannot be trusted. I want a system like the character detect feature in MarcEdit, that will actually look at the characters in the incoming records and determine what character set they really are.
There are still a lot of MARC-8 records out there, and it is not…
11 votes -
Show pop-up when placing holds on items with special statuses
Sierra SDA allows you to place holds on items with special statuses, and do not show any pop-up window to warn of this circumstance. Currently this is not possible in Sierra for statuses other than 'Library Use Only'.
We would like the system to display a pop-up window when attempting to place a hold on an item with special status, as Sierra SDA does in checkout and checkin procedures.
Thanks.
11 votes -
Auto- Update library card expiration dates
When a new library card is created in a month, Sierra auto-populates the expiration date for the card as next month +3 years, but this has to be manually adjusted every month by the Circ supervisor. It would be nice if Sierra could automatically set the expiration date for library cards created every month.
11 votes -
Add an API endpoint which permits writing to review files
Currently, when a query is beyond the capabilities of Create Lists, it is usually possible to use a SQL query with Python to produce a report. Such a report might list record numbers of bibs/items/orders/patrons/etc which bear further examination and correction by library staff, but staff must copy record numbers or barcodes in the report and paste them into the SDA to pull up the records in question. It would be much easier if an API endpoint permitted those record numbers to be written to a review file so staff can go through them one-by-one in the SDA.
Another use…
11 votes -
When placing hold in Search/Holds function, after typing patron's name, include patron i (info) button to help verify account
PROBLEM: When I search for an item via F3 Search/Holds, after finding the desired item and clicking to place the hold, a popup screen appears called "Search for patron." If I don't have the library card number but instead type in a name, and there is only one matching result, there is no way to preview whether that patron account is truly the correct one or not. Plus, for libraries with multiple branches, it is helpful to see the preferred pickup location.
SUGGESTED SOLUTION: in other areas/screens, there is a small i (info) button that one can hover their cursor…
11 votes -
Add an Option to restrict Bibliographic Records within the Sierra System ( specific permission)
Problem:
In the current version of the Sierra system, restricted or sensitive bibliographic records can only be suppressed from the public catalog but remain visible and accessible to catalogers within the system. This visibility creates the risk of accidental editing, publishing, or mishandling of these records, particularly:- Restricted Records: Some records are sensitive or confidential and should not be visible to all catalogers.
Records Under Review: Records undergoing auditing or verification need protection from edits until the review is completed.
Recommendation:
Introduce a feature that allows the System Administrator or Cataloging Supervisor to hide specific bibliographic records within the Sierra…
11 votesThe product team will review this idea for consideration for a future release.
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OAI-PMH service - suppressed records
As a default suppressed records are not included in the harvest stream. This becomes an issue when a harvested record later becomes suppressed in Sierra as the harvester does not know to remove it from its listings as its omission from the stream does not allow for identification of its suppressed state. I would recommend that the option to include suppressed records should be configurable as a harvest stream level, giving the library the ability to configure the inclusion/exclusion dependent on their business rules.
11 votesThe product team will review this idea for consideration for a future release.
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