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ILS - Polaris Updated

Request Manager go back to where you were

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Improve Hold Notifications in ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Add searching PO Status date and POLI Status date to Find Tool.

Acquisitions, Serials & Inventory Management UNDER REVIEW

ILS - Polaris Updated

Automatic notification for holds on missing items

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Managing holds

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Customize Order of Holds in Polaris ExpressCheck

Circulation, Access Services & Fulfillment UNDER REVIEW

ILS - Polaris Updated

Display place in queue when hold is inactive

Customer Relationship & Account Management UNDER REVIEW

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  1. Currently the only way to extend item due dates is to run Rapid Update on a review file of those items. I would like to be able to programmatically update due dates via the API. I see two potential benefits of this feature:

    Benefit 1: Rapid Update prompts for a single absolute date to apply to a group of items in a review file. There have been many times when we have wanted to extend the due dates of a group of items by "n days", regardless of their current due date. It would be straightforward to write a Python…

    9 votes

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  2. When using import invoices, Sierra will warn staff if they are about to process an electronic invoice that shares an invoice number with one already in the system. This can be quite helpful as it's very easy to accidentally download an invoice multiple times if you're not careful.

    However, recently one of our libraries has found that two different vendors have been producing invoices for them using the same numerical range and these are leading to false duplicate warnings.

    It would be helpful if the duplicate check compared both the invoice number and the vendor code, instead of just the…

    9 votes

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  3. Considerable time would be saved if bib records suppressed from public display (by way of a suppression code) were not included in the Headings Report. These bib records are typically from electronic sets or batches that amount to hundreds of records, some with several headings for each record.

    9 votes

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  4. Under the count use function, is it possible to add a location column? Currently, we have Title / Barcode / Count / Status. This way, when staff collects used but not checked out items and counts their usage, they can also see - at a glance - if the item belongs to a different floor/location and can separate it on the spot.

    This added information will save staff time and minimize the chance of something being misplaced.

    9 votes

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  5. As a consortium, our system has hundreds of location codes. We appreciate the new functionality to add locations to scopes ourselves, but it is cumbersome to scroll through the list of hundreds of branch entries each time to find the code you need to add. It would be helpful if there was search functionality, where you can type in the code, and it brings up the corresponding entry in the branches list for you to select.

    9 votes

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  6. For volume records, it would be helpful to have 'volume' listed as an option in Admin - Settings - New Record Templates (see attachment). When adding volume records, it would be helpful to have the desired 'volume' template appear in the same way our item record template appears. Currently we have to always select the volume template we want to use. All the other options are listed and it would be nice to have 'volume' listed as well.

    9 votes

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  7. Staff assisting any customers who cannot pickup all their ready holds at once, would benefit from seeing and sorting the expiry date of holds in the patron's holds list. This will assist with preventing their holds from expiring and being placed again.

    9 votes

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    An item's status and pickup expiration date are displayed in the status bar at the bottom of the Holds page as an item is highlighted/selected. While you can't sort by the expiration date, this information is displayed on screen for staff users.

  8. The Situation: Our library's room checkout suddenly shorted to a hard limit of 6:00pm. I discovered that last year's spring break hours were listed in the Hours Open table and last year spring break occurred earlier in March.

    The Problem: Entries in the Hours Open table do not include the year. If the year was included, hour checkout issue wouldn't have been an issue.

    Solution #1: Add the ability to include the year to Hours Open table. Default to the current year but have the ability to change the year.

    Solution #2: Revamp the Hours Open table. Modifying the Hours…

    9 votes

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  9. 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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  10. We'd like to see a date/time stamp on the "Restart a process/terminal" display in the Admin Corner and be able to sort by it. We sometimes run out of licenses because staff don't sign out of their SDA sessions at the end of their shifts, and we have to contact Innovative and request that connections older than the current day be closed. It would be helpful to be able to do this ourselves. Currently, we can preemptively reset all connections early in the morning before staff arrive, but if a problem arises during the day we don't want to cause…

    9 votes

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  11. We'd like to be able to limit access to the Login Names & Parameters section of the Admin Corner (especially the Limit Network Access tables) via permissions. Certain functions, such as load tables, require certain staff members to have access to the Admin app, but having the login names and parameters unrestricted leaves an unnecessary hole in security. There are other functions in Admin Corner that require separate permissions and prompt users to enter their credentials, but not this one.

    9 votes

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  12. We recently had an after hours event & people are naturally curious how many card registrations took place during the event. While we can see registrations for a day, we have no idea what time of the day they took place. We'd love to be able to search & report on patron registrations by time of the day via Create Lists.

    8 votes

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  13. Now that the inventory date updates in checkin in Sierra Desktop, it would be great if it would also update in checkin in Mobile Worklists. Currently it only updates when using Sierra Desktop. It would be very helpful to be able to use MW in the stacks to do inventory.

    8 votes

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  14. Our library has deprecated the classic WebPAC in favor of a REST API-based custom discovery layer, but the Time to Holdshelf/Time to Reshelve temporary status message we've configured isn't included in the API response. It would reduce frustration for staff and patrons if we could implement a delay before items appear to be on the shelf when patrons check our website or mobile app.

    Please add the temporary status to the REST API response.

    8 votes

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  15. For libraries with floating collections, the branch where an item is marked Claimed Returned may not be reflected in the item record. This is because none of the three Claimed Returned options update the item's location.

    Example

    An item is checked out from Location A.

    The patron reports returning it to Location B, and staff mark it Claimed Returned at Location B.
    The item record still shows Location A.

    When marking an item Claimed Returned, staff have three options:

    1.Add a Claimed Returned note to both the item and patron records.
    2.Remove the checkout link between the patron and the…

    8 votes

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  16. I'm blatantly copying this idea from a suggestion by Wes Osborn in the Polaris Idea Exchange (https://ideas.iii.com/forums/951742-ils-polaris/suggestions/46833076).

    While creating item records, generally while following prompts in an item template, it is easy for staff to scan a value such as a barcode or ISBN into the price field by mistake, resulting in items that can incur bills in the billions of dollars if the issues are not caught. Additionally, it's easy to miss entering a decimal point and still wind up with charges exponentially higher than intended.

    This could be mitigated by setting a maximum allow value for…

    8 votes

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  17. We'd like to be able to track how many times an item was checked out to our patrons vs patrons from other libraries.

    8 votes

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  18. Description:
    Sierra’s “Check Reading History During Homebound Checkout” feature is very helpful, but many homebound materials in our workflow are supplied through holds from other branches. At the hold placement stage, no warning is shown if the patron has previously borrowed the same title, which leads to unnecessary requests and inter-branch transfers.

    Requested enhancement:
    Add an option to display a warning when a hold is placed for a homebound patron if their Reading History shows a previous checkout of the same item or another item attached to the same bibliographic record.

    Benefits:
    - Avoids unnecessary item movement
    - Saves staff…

    8 votes

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  19. Idea: update the expected format requirements for the email variable-length field to account for modern, non-standard email domains.

    Relevance: The prevalence of non-standard email domains is growing. Currently, Sierra accepts some non-standard formats, like .me, but rejects others like .health. This prevents the saving of the patron record and requires that the patron provide another email or change their notice preference.

    8 votes

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  20. 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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