43 results found
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Customize layout & Field Visibility in patron View/Edit Record
In the Patron View/Edit Record window the group of fields at the top cannot be arranged in any way but the default. It would be nice to be able to arrange these fields in a way that meets the needs and use of our staff. For example, I would like to be able to put all the editable fields in the first 1-2 columns, such as exp date, language, notice preference, patron type. Then all the uneditable fields (total checkouts, total renewals, circ active...) to the right of these columns. It would be nice to have a sort of drag…
2 votesWe appreciate the suggestion and have carefully evaluated it with the Sierra engineering team. Unfortunately, this enhancement would require a significant redesign of how fixed fields are displayed within Sierra. Since the fields are displayed in numerical field order, providing configurable layouts and visibility controls would involve considerable development effort and impact core system behavior. For that reason, we are not planning to pursue this enhancement at this time. We value the feedback and will continue to consider customer input as we evaluate future product priorities.
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Send to: Notices
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 the Notices function.
I had submitted a similar request that the shortcut be added to Globally Purge Charges & am wondering if this might be combined into one request or if it's easier to introduce them one at a time?
Use case: each week, Cincinnati generates a list of customers sent a statement of charges (bill notice) via Create Lists. This list is then…
6 votesThe Notices function does not lend itself to the "Send To" navigation since there are multiple Notice types that can be prepared based on a Review File and each notice type can have one or more saved Notice jobs.
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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-vie4 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…14 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
27 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
17 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
6 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
2 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
7 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…
44 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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.
16 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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.
10 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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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…18 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Notice Count Should Be A Count Of Notices Not Items
Since becoming a III customer in 2008/2009, it's baffled me that we don't see a representation of the total number of notices sent daily via autonotices, but instead see the Notice History feature, which shows the number of items for which notices are sent.
I think it would be far more useful for statistical purposes if the number of notices sent for each notice type was what's recorded & shared by Sierra.
11 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Improved loan rules & loan rule determiner documentation
The current documentation on loan rules, loan rule determiner, and float determiner table is very limited, and training on these important functions do not exist within Innovative's training & learning center. More comprehensive documentation with examples would help libraries better manage loan rules, and perhaps simplify how libraries' existing rules are setup.
21 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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New Linked Patron logic : Link a patron record to a second patron with no reciprocal link.
Why is it important to link patrons?
- Without linked patron functionality someone that is authorized to pick up a hold on another account is complicated. This is manually done by staff using patron notes, and the authorized patron signs out the book leaving the original hold on the other patron record.
- Parents visiting the library with children would like to jump to the record of each child rather than using the child’s cards.
Current privacy and circulation workflow issues:
- Someone could link to the child record without authorization. If a patron is sharing their circulation details with someone, they should…
8 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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Allow SIP2 AF field to offer alerting patrons to pending expiration.
That way other devices such as self checks can show that warning to the patron in the case of them checking out items and having the due date shortened to their expiration date instead of the full borrowing period for the item. If they were alerted they could contact staff to update their account and any item due dates that were shortened to their prior expiration date.
8 votesIn accordance with the Idea Graduation Workflow guidelines agreed upon by Innovative and IUG, this idea has been closed because it was submitted more than two years ago and has not been selected for inclusion in the product.
This idea is still available for commenting but is no longer eligible for voting.
Ideas that were submitted three or more years ago are archived for future reference.
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