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  1. 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…

    9 votes

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  2. It is very easy to accidentally overwrite a review file in create lists. There should be a pop-up that asks if you want to overwrite the file so that you know you're doing it.

    9 votes

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  3. We would like to see more granulated permissions for user administration, especially with assigned permissions, settings, options, workflows, etc.

    We would like the ability to assign a particular group of user accounts (e.g., circ student employees) to a specific admin (e.g., head of circulation) without assigning ALL system administration. It would be helpful for troubleshooting and having this department be able to assign macros, specific permissions, and print settings to different accounts.

    Ideally, this "group admin" would have the ability to edit settings on accounts for options, settings, and workflows. It would be great if they could clone and create…

    9 votes

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  4. Develop a utility to add new location codes to the so-called Branches table using a CSV file as input. Optionally permit updates (overlays) of existing location code entries so that the branch_code_num, name and/or is_public columns may be reassigned values in this way.

    Our library has very granular location codes which describe branch (or collection subset of a branch such as a display area), audience, format and genre, loosely speaking. This amounts to 220-250 location codes per branch (or collection subset). We currently have over 5,000 distinct location codes in our Sierra database, and every time a new branch is…

    9 votes

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  5. The only option for eReceipts is plain text. It would be a fantastic feature to customers to be able to build a nice HTML email for them.

    9 votes

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  6. 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…

    9 votes

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  7. Persistent Column Resizing in Summary Tab:

    Currently, users can resize columns in the Summary Tab (Orders, Items, and Holdings) during a session. However, these adjustments are not retained after the session ends, requiring users to reapply their preferred column sizes each time they log in.

    I propose an enhancement to allow users to permanently save column resizing preferences across sessions. This feature would greatly improve usability and efficiency by enabling a more customized and consistent interface tailored to individual workflows.

    This enhancement would benefit users who frequently manage data within the Summary Tab by reducing repetitive actions and ensuring a…

    9 votes

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  8. Rapid or global update to update all Order Status at once.

    9 votes

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  9. I understand that III is planning to incorporate AI functionality into the Vega platform (newsletter text, website content, etc...). I think it would be really useful to have AI data cleanup functionality developed for Sierra.

    I'm not sure exactly what this would look like but here are some potential ways this could improve catalog metadata:
    - catalog record cleanup (bad codes, incorrect codes, codes inconsistent with local practices for similar records, etc...)
    - patron record cleanup (bad codes, codes inconsistent with similar-type accounts, etc...)
    - automatic tagging of demographic (we use one of the patron codes to indicate reciprocal library…

    9 votes

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  10. Staff would like to see the ability to sort results retrieved from queries performed in Sierra's Search/Holds mode.

    Say for example they do a keyword search for Star Wars at our Forest Park branch. 124 items are found. The results are displayed alphabetically by default. But if the staff member wants to quickly sort by DVDs, they can't even click on the Format column heading, as it exists currently.

    While they can run multiple limits to narrow down the results by format, language, shelving location, publication date, etc., they might just as equally be inclined to SORT the entire list…

    9 votes

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  11. I know its shocking when the subject of pop-ups in Sierra comes up that anyone would want "MORE!," but our Acquisitions staff would like to see a warning of fund spending over limit at invoicing in addition to ordering.

    Their rationale is that shipping & Mylar costs usually cannot be pre-determined. Once posting happens, the fund goes negative. Since there is no going back, like when you're about to go down the chute at the end of Splash Mountain, there should be a warning.

    9 votes

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  12. The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.

    9 votes

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  13. The automated tool employed by Clarivate support to update iii and iii-root passwords every 30 days has an 8 character limit, which falls short of PCI requirements (15 characters). The Sierra application server, which hosts the web page connecting to PayPal is in scope for PCI, and therefore login credentials that can edit that web page need passwords of 15 characters or more.

    9 votes

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  14. When staff opens a patron's record, add a shortcut feature that allows them to print out patron barcodes. This will really help when someone comes in and don't have their library card with them, so wants to get their barcode information

    9 votes

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  15. These two fields can be incorporated into searches performed within create lists but are not available among the fields that can be exported. Best title normalized is particularly helpful for data brought into a spreadsheet as the removal of special characters and diacritics can greatly improving sorts and searching.

    These fields are available via SQL, where I make frequent use of them, but for most of our users Create Lists is the only option for extracting data from the system.

    9 votes

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  16. As I'd done in similar scenarios countless times before, yesterday, I was in the process of modifying the activeholds on my account in Sierra to change them to a newly created pickup location.

    There were several that needed changing, so I selected 'All.' However, rather than make a batch change of the half dozen or so that needed updating, Sierra cycles you through each item individually, forcing multiple arguably unnecessary clicks, when the expected & more intuitive outcome in this scenario would be to indicate the desired change once & see it changed for all selected records.

    9 votes

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  17. Previous versions of Sierra (version 5 and below) allowed the saving of usernames and passwords in the Sierra desktop app login screen. Since upgrading to 6 this functionally has been lost.

    9 votes

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  18. When creating a new bib record and using the insert drop-down box, the windows always open in the same place and the same size. If I change the location or size of the window, I have to do it EVERY TIME. This is very annoying. Let me set those parameters and make them permanent for my login.

    8 votes

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  19. When pulling Low Circulation (or High) reports (Collection Tools > Maintenance), would like to include the Series Title (if applicable) in the displayed (and exported) report. We run into titles that have low circs, but if we see it's in a series, we normally don't weed it, because the series should remain complete. Thus we are stuck using Create Lists for this type of information (either exporting the report as a review file and then exporting fields THAT way or simply starting with Create Lists from the get-go). It would be more convenient if it was included in Decision Center.

    8 votes

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  20. 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…

    8 votes

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