96 results found
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Offer the ability to retain a patron's receipt preference at checkout
At checkout, Circulation Staff must ask patrons at the end of each checkout if they want a printed receipt, email receipt, both, or none, or place a pop-up message on their account. It would be great if there were a way to retain each patron's receipt preference so that upon closing out the patron's record, the preferred receipt would be sent, print, both, or no receipt would be given.
2 votes -
Freezing for staff
Freezing (for patrons) and NNB (for staff) should be combined to one unified functionality so that frozen holds could be managed by patrons (WebPAC/Encore/Vega and third-party solutions using REST) AND by staff (Sierra Circulation). There are a few related ideas (and I commented them) but I think the main problem is that the function is not the same for patrons and staff. So I'd probably like first to remove NNB and replace it with just freeze/unfreeze on Sierra side too. (After that think about the additional options such as thaw date and freeze even if items available.)
4 votes -
New Search Limit for Manage Holds
We're currently dealing with a known issue in Sierra 6.2, where volume holds aren't being added to paging lists. Having discovered it on our end fairly recently, we've asked staff to continue running their paging lists for other items, but use the Manage Holds function to find & fill volume requests.
The problem is that the current search retrieves such a high number of items. And while the search results display counts of the title number of holds, & the total number of bib, volume, & item level holds, you cannot currently limit them & make the Manage Holds report…
4 votes -
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…
6 votes -
Patron Preferred Pronouns
Sierra patron records should include a patron pronouns field, so that library staff can record customers' stated preferred pronouns and use the correct language in conversations and communications with customers. The field should be able to display in the Brief patron display. This step would help to support inclusion, wellbeing, and belonging in libraries.
4 votes -
Show recall info in Manage Holds
When using Manage Holds, information about any recalls that have been issued for items on hold is not displayed.
This information can be found by consulting the item record (right click, "Edit item", then open the item) and checking for a "Recall Date" value, but it would be very helpful for us if this information could be included directly in the Manage Holds results. For example, the "Hold Status" column could include indication of recalls to provide a fuller picture of the situation at a glance.
This idea could be incorporated in work on the following related suggestion:
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/48633872-improve-standardize-information-available-when-vie3 votes -
Preserve notice job sort between edits
Sierra does not preserve any applied sorts after a "Notices Job" Edit dialog is closed. Instead, jobs are re-sorted by job number. This makes it difficult to keep track of which jobs have been reviewed, and generally contributes to unnecessary frustration in the Notices function.
This improvement is related to "Arrange Saved Notice jobs" suggested by Kathy Setter, but instead of applying a custom arrangement I am asking for persistence on a short-term basis:
https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46677958-arrange-saved-notice-jobsRationale:
When making changes to multiple notice jobs at once, it is often necessary to sort notice jobs (e.g., by template, location, or "auto") to…6 votes -
Time to Holdshelf Delay Period Not Reflected in SDA Holds Status
The Time to Holdshelf feature in Sierra is useful in keeping patrons from showing up too early to pick up their holds. As seen in the attachment "Discovery Layer View" – which in our case happens to be BiblioCore – the availability status correctly reflects that the recently checked-in item "Easter Mice!" is not ready for pickup because the item is en route to the pickup location (which in this case is a set of freestanding pickup lockers in a remote area of the county).
However, the holds status as displayed in the SDA incorrectly reports the item as being…
18 votes -
Max Item A-D But For Holds
I had first suggested this over a decade ago when at another library that was struggling how to balance its combination of branch & research library users & the sort of requests they might make. While no longer there, I still see it as a potentially useful means for staff to develop their request processes & create limits within limits.
What I'd like to see is the ability to not only set a hold threshold, but as is the case for the Max Items A-D allowed as applied to checkouts, allow a similar breakdown for holds.
Optimally, this would allow…
6 votes -
More Granularity in Hold Blocks
Currently, the ability to override a hold block is governed by permission 92.
A hold might be blocked for a number of reasons. Staff might attempt to place more than the max number of holds allowed for a customer. They might place a hold for a customer on an item they already have checked out, etc.
One scenario especially has been problematic for as long as I can remember:
A patron finds an item on the shelf & takes it to a service point to check out. It turns out that this item can satisfy a hold placed by another…
7 votes -
Allow libraries to customize return addresses for bills
Our library would like the option to have the return address for bills reflect the address of the patron's home library (as defined in the patron record) rather than the owning location of the item. The current setup (using the owning location of the first item on the bill) means that when patrons check out items sent from another branch to fill a hold, they can receive a bill from a library that they may never have been to. While patrons can visit any of our locations to resolve a bill, we would prefer the bill to reflect their local…
4 votes -
Unfilled Pages Function
Following Disney's lead of recycling years old ideas for theme park attractions, I'd like to see an idea I'd had while working with a former employer brought to fruition in Sierra. We had been using Millennium at the time & the Circ Product Manager had gotten to a point in development that there was a near-working model on III's test environment (I've got screenshots & even a Captivate video somewhere), but I left that employer & the III product manager left III & the idea was abandoned. Sure, it's not as exciting as Disney's announced "Villains Land" or a boat…
5 votes -
New "Booked" status for items scheduled in the Booking Module
Idea: create a new status that references a scheduled booking for an item.
Value: Currently, Sierra does not change the status of an item that has a scheduled booking. When using the API to reflect the status of an item on a catalog, the item will show as status - (On Shelf) even though the item is not available because it has a scheduled booking for that time. This makes it seem as if the item can be scheduled for a specific time when it is already booked. When an item has a booking, changing the status to "Booked" when…
1 vote -
always renew a checked out item in SDA if there is an available item (without pop-up)
By default in the SDA, items are blocked from renewal if a hold is placed on the associated title or volume.
If the Renew Title Holds feature is enabled, the system gives you the option to OVERRIDE the block on renewing held titles and volumes. The system does not consider frozen holds when blocking items from renewal.
Staff will always select "yes" to a renewal if there is an available item. They do not want to continually select "override" when they are renewing multiple holds.
Can there be an option to always renew if there is an available item (without…
3 votes -
Improve/Standardize Information Available When Viewing Holds
Library staff would like to be able to see more details on holds that have been placed, including how the hold was placed (Sierra Desktop vs. SierraWeb vs. Web vs. mobile app, etc.) and who placed the hold (Sierra login if not the patron).
Right now, it is not consistent how holds information is displayed.
If you view holds w/in a patron record (holds tab), you don't see when the hold was placed or how they placed it. However, if you View Cancelled Holds, you see the date/time it was placed, along with the date/time it was cancelled, along with…
28 votes -
Hold Pickup Reminder/Courtesy Notice
Idea: Create an additional notice type, Hold Pickup Reminder/Courtesy, that can be configured to send a reminder notice to patrons that they have a hold ready for pickup that is about to expire, similar to the courtesy notice for checked-out items.
Relevance: When you place an order for pickup at most other businesses, you are sent a reminder email before the pickup deadline that the item is ready for pickup. Libraries would benefit from a similar option, especially those that use hold pickup lockers where there is limited space for holds. This way, if a patron decides they don't want…
19 votes -
Include hold pickup location and expiration date in cancellation notices sent to LX Starter
Our library recently started using LX Starter, which includes merge tags for the hold pickup location and expiration date in its template for hold cancellation notices. However, we've been told that Sierra doesn't pass this information to LX Starter and therefore this information can't be included in our cancellation emails. We would like to have this information added so we can provide additional information to our patrons about when and where their holds expired.
11 votes -
Disable Reprint bills button In Sierra
We can’t use this button because we don’t use print templates for our bills.
We would prefer them to look pretty with Print Templates instead of the plain text we currently have. To avoid staff confusion, it would be great if this we had the ability to disable/grey out this button.3 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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Update "last checkin" field even if item wasn't checked out
Update the "last checkin" field every time an item is checked in. Now, when you check in an item, the "last checkin" field is not updated if the item is not checked out. I don't know of any reason to not update it. When I look at an item record, I want to know the last date that the item was seen; this can be useful in tracking down items that seem to be missing, or coming up with a list of items that might be missing.
6 votesThis idea will be reviewed for consideration as an enhancement in an upcoming release.
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Create a way for staff to add messages to other library's items outside of scope restrictions
The problem that's prompting this suggestion:
I work at Gondor Library. An item arrives from Rohan Library (outside of scope) to fulfill a hold for my Gondor patron. But staff notices it has damage that has NOT been noted in the record (or on the physical object).Gondor staff have two choices.
a) the damage is extensive enough that we decide to not fulfill the hold and send it back to the owning library, Rohan.
b) we use our judgement to decide whether the Rohan book's damage is minor enough to fulfill the hold.
For example, only light stains on…17 votes
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