254 results found
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Add timestamp to "Suspended" field in user account
Problem:
Our practice is to suspend user accounts when a staff member leaves, rather than delete it, so that we can copy the necessary permissions when a replacement is hired. We then try to delete the accounts after 6 months, but there is currently no method within the Admin App or SQL that tells you when a login was suspended, so we have to track that manually.
Value: adding a timestamp to this field would enable us to more seamlessly manage user accounts for our large consortia and ensure that unnecessary logins are periodically purged.
11 votes -
Decision Center - physical format/collection sorting
In the settings for code categories (Physical Format and Collection), you can change the display order, but it only applies to that page, not to the option menu users see when building a report.
When creating a report, the list of categories is always alphabetical. There is also a "Sort A-Z" button, which is currently unnecessary (and caused confusion as its existence implies that there could be another way).
I suggest applying the manual display order set in Admin Tools to the "edit" pop-ups in the initial filters of a report.
This would allow us to put more commonly-used categories…
11 votes -
The patron selfreg form should record the origin IP in the patron record
To inform the blocking of IP ranges from which bad actors are abusing the /selfreg form, record the origin IP in a varfield or new fixed field on the patron record.
If a varfield, the default of an x-Note would suffice, but make this varfield tag customizable via one of the administrative interfaces. Historically speaking, Admin Corner would have been the go-to place to make this customization.
11 votes -
Send To: Globally Purge Charges
It would be great if the logic & momentum that introduced Send To - Rapid or Global Update in Sierra 6.3 & will soon allow the same shortcut to Delete Items could also be applied to Globally Purge Charges.
The state of Ohio has a statute of limitations on debt collection that has us purging money owed longer than 5 years on a weekly basis. While this is bazonkers IMO, apparently it's also the law of the land, & it would make the process much more quick & convenient if we could select a file in Create List, navigate to…
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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Automatically email Manage Holds results to library staff
Have the results of Manage Holds automatically on a regular schedule (ie. each morning).
This would let staff pick holds even if they don't have Sierra open or available. The automated emails could be set up within the Manage Holds function itself, or could be accomplished if Scheduler worked with Manage Holds (right now Scheduler only works with Create Lists and Data Exchange).
10 votes -
Add ability to attach new volume from Serials Checkin function
We'd like the ability to attach a volume record directly from the Serials Check-in module. Currently, because this functionality is not available within Serials Check-in, staff must rely on workarounds and switch to other functions to complete the task. Adding this capability would streamline workflows, save time, and make the Serials module more efficient and useful.
10 votes -
Extend data retention of accounting transactions in SierraDNA
The accounting transaction tables in SierraDNA allow you to query information you would normally only have access to via a retained posting register. However, it is hardcoded to only retain information for 2 weeks, which isn't enough time to do anything meaningful with that data.
Ideally I'd like to see data for a full fiscal year but if there needs to be a limit for whatever reason, maybe tie it to the related payment history file.
10 votes -
Improve item title display on patron-facing devices by adjusting SIP2 parameters
Skip certain MARC subfields when preparing data for SIP2 connection.
Specifically:
When Sierra needs to send information to display an item title on a patron-facing device (automated materials handler, self-checkout kiosk, etc.) via SIP2, it currently appears to concatenate all occupied subfields of MARC field 245 and remove the delimiters. This means that certain information not intended to be patron-facing can end up appearing in the title the patron sees on screen (e.g. "880-01 Desu nôto 2..." appearing instead of just "Desu nôto 2...", where "880-01" is not actually part of the title, but rather a reference to another field…10 votes -
Retain Out Location When Renewal Stat group is not zero
Currently, in order to maintain the out loc field in an item record while it is checked out for libraries with auto-renewal, the actual renewal location statistic group number must be zero. This is frustrating as the zero stat group number does not display in reports and we need all renewals to appear in reports. There needs to be a way to retain the out loc in an item record when the renewal stat group number is not zero.
10 votes -
Create Granular Permissions for Editing Permissions for Select Group of Users
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…
10 votes -
Disallow cancellation of holds by Pickup Location, Loan Rule or Stat Group
It would be helpful to have the ability to prevent a hold from being canceled based on its pickup location.
We have holds pickup lockers installed in three locations and are finding that if the lockers contain an item which has since had its hold canceled, the lockers will send a CheckIn SIP transaction to Sierra for that item, resulting in the item being [logically] used to fulfill someone else's hold [while physically still housed in a locker]. For popular new releases, this is happening more frequently than one might imagine. The ability to disallow the cancellation of holds at…
10 votes -
Persistent Column Resizing in Summary Tab
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…
10 votesThe product team will review this idea for consideration for a future release.
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Paging Queue should recognize changes to the Not Wanted Before Date in Hold record
Sierra queues the hold for paging at the time the hold is placed, based on the data the hold was placed with. If the hold is modified after that (by changing the Not Wanted Before date), those changes don't update the paging queue, and Sierra will continue to page as if the hold had not been modified.
10 votesThe product team will review this idea for consideration for a future release.
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Move to Bottom of Group - use marc field instead of field name
Our catalogers would like the option when choosing a field and selecting "Move to Bottom of Group" that it could go to the bottom of the list of numbered tags it is part of instead of the field name of tags. An example is moving a 5xx field to the bottom of a list of other 5xx fields, and not to the bottom of the record if there is an 852 (also a note) field.
10 votesThe product team will review this idea for consideration for a future release.
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Check Out tabs (check out, checked out items, holds, etc): ability to toggle between tabs in Check Out
Technical Services Staff and Circulation Staff often ask for the ability to toggle between tabs in Check Out. We need to reduce repetitive keyboard strokes at checkout and this workflow requires staff to continually reach for the mouse during a circulation transaction.
For example: There is no way to move from the patron check out screen to the patron holds screen without using the mouse to select the corresponding tab.
The Check Out options (check out, checked, out items, holds, fines, check in, linked patrons, bookings etc) could be hardcoded to the drop down menu options so that Administrators could…
10 votesThe product team will review this idea for consideration for a future release.
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Expand to Different Order Statuses for the Sierra REST API
This is a resubmission of just-expired idea from Cecelia.
The Sierra REST API does not return the order record for the bib if the order status is "a" (fully paid). It will only return information if it's "on order".
Patrons are unable to place holds on new materials using Innovative Mobile for bibs with paid order records that do not yet have items attached.
9 votes -
Add ability to query empty review files to the reviewFiles API
This idea is a bit of an addendum to Bob Gaydos' idea to create an endpoint that allows writing to review files (https://ideas.iii.com/forums/951745-ils-sierra/suggestions/50308716).
The current API cannot provide a list of empty files. That information would be incredibly helpful in conjunction with the other idea so that you may programmatically identify an available review file of sufficient size for your needs. Beyond that, it may be useful to use the API to write an alert mechanism for when your system may be running low on available files.
It is possible to explore this information via SQL, but the…
9 votes -
Send patron expiration date in SIP2 response
Our library uses automated lockers to lend laptops to patrons for in-house use. We'd like to block patrons whose cards have expired from borrowing until they come to the desk and renew, while still allowing borrowing for patrons blocked for overdues since these items won't be leaving the library. Our vendor is able to accommodate this for other customers because their ILS sends the patron expiration date in the BW field in the 24 response. Sierra's response only indicates the block in the first position of the patron status element, which includes blocks for all reasons, not just account expiration.…
9 votes
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