Separate Summary View properties for each search function
When a Sierra SDA login is created the system utilizes individual summary view properties for the various search functions. By default in cataloging if you open up the summary view of a record you see item records, in search/holds you see holds, in place orders you see orders and in serials checkin you see checkin records.
However, when the staffer changes that setting from the record view properties menu (say to change this to view all), it can impact all 4 search functions. It would be better to split this review view summary option out so it may be set differently for each search-related function or module. It would help staff greatly if we could set this record summary preference individuallty for each function/module.
We are RE-SUBMITTING this idea because it has closed recently.
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Jeremy Goldstein
commented
This idea is essentially to address a design flaw that goes all the way back to the migration from Millennium to Sierra. The record view property setting was originally designed for the context of Millennium, where there would be entirely separate logins for circ, cataloging, acquisitions, etc...and adjusting the setting would only impact a single search function. But in Sierra when a single user may have multiple workflows available to them that breaks.
When a Sierra SDA login is first created the system utilizes individual summary view properties for the various search functions. By default in cataloging if you open up the summary view of a record you see item records, in search/holds you see holds, in place orders you see orders and in serials checkin you see checkin records.
If you opt to change that setting however from the record view properties menu (say to change this to view all) it can impact all 4 search functions. It would be better to split this menu out, so that the setting for each of the search functions can be selected individually.
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Jennifer Schmidt
commented
When a Sierra SDA login is created the system utilizes individual summary view properties for the various search functions. By default in cataloging if you open up the summary view of a record you see item records, in search/holds you see holds, in place orders you see orders and in serials checkin you see checkin records.
However, when the staffer changes that setting from the record view properties menu (say to change this to view all), it can impact all 4 search functions. It would be better to split this review view summary option out so it may be set differently for each search-related function or module. It would help staff greatly if we could set this record summary preference individuallty for each function/module.
We are RE-SUBMITTING this idea because it has closed recently.