7 results found

1. Verify Heading option for item record

   Could we please have the 'Verify Heading' functionality developed to apply to call numbers in item records?

   We used the 'Verify Heading' option for call numbers on item records for a long time since Millennium, that bug is fixed in Sierra 6.0. Now that feature only on bibliographic and authority records.

   (Refer to Solution ID:230706091757100 )

   2 votes

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   0 comments  ·  Cataloging & Metadata Management  ·  Delete…  ·  Admin →
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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This feature is planned for Sierra 6.2.

2. Sierra 6.1 - Add item status date to Create Lists

   It would be very useful to be able to at least export (if not also filter/search on) the status date in Create Lists. We do things like delete items that have been in certain statuses for a certain number of months, and used to have to guess based on the updated date, but obviously records can be updated without the status being changed. Going forward (as newer items get status dates associated with them) we can check item-by-item by mousing over the status in the item record, but it would be a big help to have the date appear alongside the other data when exporting or searching.

   (This is in reference to the date associated with the item status field on mouseover as of Sierra 6.0.)

   It would be very useful to be able to at least export (if not also filter/search on) the status date in Create Lists. We do things like delete items that have been in certain statuses for a certain number of months, and used to have to guess based on the updated date, but obviously records can be updated without the status being changed. Going forward (as newer items get status dates associated with them) we can check item-by-item by mousing over the status in the item record, but it would be a big help to have the date appear alongside… more

   3 votes

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   0 comments  ·  Reporting & Analytics (incl Decision Center)  ·  Delete…  ·  Admin →
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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This idea is already on the product roadmap and will be included in Sierra 6.1.

   https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/582-add-item-status-date-to-create-lists

3. Sierra 6.1 - Sierra Admin - Allow Export of Permissions

   Provide system administrators the ability to export a user's permissions - both assigned and available. I am trying to provide an employee's manager with a list of the permissions her employee has, so she can see what should be added. There is no easy way to do this. I can't even copy/paste; when you highlight the permissions it just allows you to move them around vs. copying.

   6 votes

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   0 comments  ·  System Administration (incl APIs)  ·  Delete…  ·  Admin →
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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   Exporting a table of user permissions for one or more users is a feature in development for Sierra 6.1. Here is a link to the feature on the Sierra product roadmap: https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/338-export-a-table-of-user-permissions

4. Encore request box character limit improvement

   Currently we are having a problem when our readers fill in the Encore request note box. There is a hard limit of 125 characters which our readers routinely blast through. In trying to solve this problem, we have added a more descriptive label to the box (saying that the message has to be limited to 125 characters), but still the readers expect us to receive the information that they have typed in beyond the 125 character limit - the request box will allow them to add it in, but won't transmit this information to the library.
   The help desk told us we should add this to the idea exchange as Encore is not technically broken.
   Ideally, we'd like the 125 character limit to be enforced (ie the box will not accept more than 125 characters. Or increase the size of the box so that it can receive the long winded messages of our readers and transmit it to our customer service staff.

   Currently we are having a problem when our readers fill in the Encore request note box. There is a hard limit of 125 characters which our readers routinely blast through. In trying to solve this problem, we have added a more descriptive label to the box (saying that the message has to be limited to 125 characters), but still the readers expect us to receive the information that they have typed in beyond the 125 character limit - the request box will allow them to add it in, but won't transmit this information to the library.
   The help desk told… more

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   0 comments  ·  Discovery & OPAC (incl Encore)  ·  Delete…  ·  Admin →
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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This improvement will be included in Encore 6.2.

5. Bulk Item level holds on same bib record

   Often times when items are moving from one call number to another, holds are placed on the items that are checked out in order to capture these items when they are returned so that any cataloging work can be done.

   The idea is to have an option to have some way that multiple item level holds can be placed on one bib record at the same time.

   Idea Value
   The value of this idea is staff time. By having to place individual holds on each item, this can take a long time when there are multiple copies of an item that needs to have a hold placed.

   Often times when items are moving from one call number to another, holds are placed on the items that are checked out in order to capture these items when they are returned so that any cataloging work can be done.

   The idea is to have an option to have some way that multiple item level holds can be placed on one bib record at the same time.

   Idea Value
   The value of this idea is staff time. By having to place individual holds on each item, this can take a long time when there are multiple copies of an item… more

   32 votes

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   5 comments  ·  Cataloging & Metadata Management  ·  Delete…  ·  Admin →
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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This enhancement is planned for Sierra 6.2.

6. Sierra 6.1 - Protect Global Updates on Server from accidental overwrite

   In the Global Update function, "File" > "Save (Server)" should prompt the user to confirm if they attempt to overwrite an existing search.

   Write-protection of specific saved global updates on the sever would provide additional assurance against data loss for very important/complex items.

   Idea Value
   This would mitigate the risk of accidental data loss due to user error. Sophisticated searches may be saved to the server, the loss of which may require substantial work to recreate accurately.

   As of Sierra 5.4, if a user working with an unsaved session accidentally selects "Save (Sever)" rather than "Load (Sever)", the "Save as..." dialog appears. If an existing update file is selected, it will be overwritten without a confirmation prompt.

   This behaviour makes sense after a set of saved parameters have been loaded but appears to be problematic at the start of a global update session.

   In particular, if the user makes this error immediately after accessing Global Update, the saved search is overwritten with a blank search (ask me how I know!); and in general, because Sierra does not prompt to confirm overwrite of a saved global update with an empty one having no parameters, it is easy to wipe out existing saves.

   The SDA UI could also potentially be tweaked to mitigate risk of this error by changing the order of entries in the "File" menu.

   Current state (grouped by Local/Sever, with "Save (Server)" and "Load (Server)" adjacent):Save (Local)Load (Local)Save (Sever)Load (Sever)Save as (Sever)

   Proposed state (grouped by Load/Save with separator between them):Load (Local)Load (Sever)-----------------Save (Local)Save (Sever)Save as (Sever)

   In the Global Update function, "File" > "Save (Server)" should prompt the user to confirm if they attempt to overwrite an existing search.

   Write-protection of specific saved global updates on the sever would provide additional assurance against data loss for very important/complex items.

   Idea Value
   This would mitigate the risk of accidental data loss due to user error. Sophisticated searches may be saved to the server, the loss of which may require substantial work to recreate accurately.

   As of Sierra 5.4, if a user working with an unsaved session accidentally selects "Save (Sever)" rather than "Load (Sever)", the "Save as..."… more

   17 votes

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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This enhancement is planned for Sierra 6.1.

   
   

   https://portal.productboard.com/iii/6-innovative-product-status-board-new/c/503-protect-global-updates-on-server-from-accidental-overwrite?utm_medium=social&utm_source=portal_share

7. Better Load Table Editing Platform

   The Load Tables are a critical point for any data management of a library. While many functions and features have been migrated from character-based system access to web access or within the SDA, this feature has not changed. Programming with what seems like a unix-based editor reminds me of the "dark ages" of programming.

   Idea Value
   Many times the syntactical error or omission of a line in my load table editing sessions happen because of the UNIX-like environment where editing takes place. Increased modernization of the editor would streamline the process.

   31 votes

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   PLANNED  ·  Adminmdicus (Product Manager, Innovative) responded

   This idea was selected for development from the All Systems Go challenge.

   Design of this enhancement is underway. I will provide an update when we have determined which release will include this enhancement.