25 results found

1. Toggle for Autorenew HLOVERDUE Patron Block

   We'd like autorenew to look at the overdue count of the item rather than the patron HLOVERDUE (highest level overdue) when determining if the item should be renewed. This might be best implemented as a toggle in Admin Corner.

   Currently, if the patron has a billed item, autorenew will cite the patron block for HLOVERDUE when blocking other items that would otherwise renew. In our system, we prefer to use the item's overdue count rather than HLOVERDUE for autorenew. When a replacement bill is on a patron record, they don't understand why autorenew has stopped working for their patron record. A toggle for autorenew to use HLOVERDUE or the individual item overdue count would satisfy both use cases.

   We'd like autorenew to look at the overdue count of the item rather than the patron HLOVERDUE (highest level overdue) when determining if the item should be renewed. This might be best implemented as a toggle in Admin Corner.

   Currently, if the patron has a billed item, autorenew will cite the patron block for HLOVERDUE when blocking other items that would otherwise renew. In our system, we prefer to use the item's overdue count rather than HLOVERDUE for autorenew. When a replacement bill is on a patron record, they don't understand why autorenew has stopped working for their patron record.… more

   6 votes

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   0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
   CLOSED  ·  AdminMike Dicus (Product Manager, Innovative) responded

   In 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.

   
   

2. Browse Display in SDA - Allow Ability to Customize or Expand

   We would like the ability to customize the "browse display" where the result of records show up after the indexed search. Specifically, we'd like the option to show fields that are only available if you make the effort to expand the display.
   Currently, the description column shows the indexed entry, title, author, ISBN, Call Number and location. The pub year would be helpful (as would the 490) for when staff is asked for an author's next book in a series, and they don't know the series title, just the author's name. Especially authors who have multiple series. So for our purposes, we'd like the publication year and series title.
   Yes, if you move the cursor (mouse pointer) over the circled ! graphic (which no one pays attention to/misses completely), the expanded record display will pop up in a separate window.

   However, this still requires extra steps to simply see some basic information that we'd like our staff to see, at a glance.

   Idea Value
   Remove steps currently needed to see desired/necessary information in search results -- save time and frustration.

   We would like the ability to customize the "browse display" where the result of records show up after the indexed search. Specifically, we'd like the option to show fields that are only available if you make the effort to expand the display.
   Currently, the description column shows the indexed entry, title, author, ISBN, Call Number and location. The pub year would be helpful (as would the 490) for when staff is asked for an author's next book in a series, and they don't know the series title, just the author's name. Especially authors who have multiple series. So for our… more

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   10 votes

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   1 comment  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
   CLOSED  ·  AdminMike Dicus (Product Manager, Innovative) responded

   In 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.

   
   

3. Retain SDA Search Terms Within Patron Session

   Prior to Sierra 5.3, when placing a series of holds for a patron in the Sierra Desktop App, the search terms would be retained from one title to the next. For example, if a patron wants holds placed for all seasons of the TV show How I Met Your Mother, a staff member with the patron's record open will click Add Holds, type the search terms "how i met your mother" in the Browse dialog and click Search. A suitable title is located and a hold is placed on it. All good so far.

   The undesirable behavior is observed when the staff member attempts to place a hold on another season in the series: When the Browse dialog reopens, the search term "how i met your mother" is not retained and the staff member must retype the search terms; prior to Sierra 5.3 the search terms would have been retained, pre-populating the search field. I propose that retention of the search terms be opt-in behavior chosen in Settings or Options or even a Y/N field in Admin Corner.

   Idea Value
   The loss of search term retention has been a major pain point for my Public Services coworkers. My suggestion to use copy/paste as a workaround to reduce retyping of the search terms was met with a surprising degree of hostility. I took the matter to iii Support and this was the response:

   ---

   Yes, this behavior did change in Sierra 5.3. The reason this behavior was changed is that the "remembering" behavior applies not just when searching for holds but also in the Check Out tab, so it could potentially result in staff checking out items unintentionally. We didn't publish this in the fixes for 5.3 because the steps are a little bit involved, but the problem scenario went like this:Open a patron recordFrom the Holds tab, Add Holds and search for an item barcode
   (place a hold, or not, it doesn't matter)Close the search window and the patron recordOpen a patron recordIn the Checkout tab, hit the Enter key (bringing up the search window)
   The search would be pre-populated with the previously searched item barcode
   If staff hit Enter again (to perform the search), that item will be checked out. probably unintentionally.

   ---

   While this is a decent explanation of why the behavior was problematic, I don't see why the search terms can't be cleared when the current patron record is closed instead. As I mentioned above, it would be fine if the search terms are only retained on an opt-in basis; just give us a checkbox somewhere, please.

   After voting (thanks in advance), please see my other opt-in Idea Lab entry.

   Prior to Sierra 5.3, when placing a series of holds for a patron in the Sierra Desktop App, the search terms would be retained from one title to the next. For example, if a patron wants holds placed for all seasons of the TV show How I Met Your Mother, a staff member with the patron's record open will click Add Holds, type the search terms "how i met your mother" in the Browse dialog and click Search. A suitable title is located and a hold is placed on it. All good so far.

   The undesirable behavior is observed when… more

   18 votes

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   0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
   CLOSED  ·  AdminMike Dicus (Product Manager, Innovative) responded

   In 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.

   
   

4. Manage Holds (view outstanding holds reports) should include INN-Reach items.

   Currently to find a list of all INN-Reach items located on a branches holdshelf, not just expired ones is a difficult task. The Received Too Long report only allows you to sort by Patron Home Library which may not correspond to their hold pickup location. A person would need to run this report and look up each INN-Reach item to see if they are actually at the patrons home library, or a different branch. For library systems with multiple branches this is a time consuming process.

   The Clear Expired Holds and Holdshelf Function only allows you to view expired INN-Reach items and not the INN-Reach items that are on the holdshelf, but not expired.

   Adding INN-Reach items to the Holdshelf option so staff could view everything on their holdshelf not just items owned by their system would be immensely helpful. This is esepcially needed when items are missing from the holdshelf to accurately know what should be there and is not.

   Idea Value
   To get a list of INN-Reach items on a branches holdshelf the Received Too Long report would need to be run for 1 day. After the report is run every item would need to be looked up as Home Library and Pickup Location do not always match. For larger library systems with multiple branches this is an extremely time consuming process.

   This alternately could require an Innovative help ticket to ask for the list to be created for a certain branch within the system. This causes wait time, and more work for Innovative support staff.

   Adding INN-Reach items to the View Holdshelf options would help when items go missing from the holdshelf along with saving both library staff and Innovative time/work.

   Currently to find a list of all INN-Reach items located on a branches holdshelf, not just expired ones is a difficult task. The Received Too Long report only allows you to sort by Patron Home Library which may not correspond to their hold pickup location. A person would need to run this report and look up each INN-Reach item to see if they are actually at the patrons home library, or a different branch. For library systems with multiple branches this is a time consuming process.

   The Clear Expired Holds and Holdshelf Function only allows you to view expired INN-Reach… more

   26 votes

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   0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
   CLOSED  ·  AdminMike Dicus (Product Manager, Innovative) responded

   In 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.

   
   

5. FTS File Saving Printing - Include Login

   As it's recommended to regularly delete old files after printing to FTS File Save, it would help to know who the owner is of the files that need to be deleted, much like you know the login/owner of old Statistics result files and Create List review files. While the system administrator may have an idea of who owns what files, staff may ignore naming conventions, etc., making it difficult to determine whether it's okay to delete an old file or if it it's something that should be kept for record keeping purposes. If this could be expanded to all files in Data Exchange, not just FTS Print, that would be even better.

   Idea Value
   Consistency/showing login (Create Lists, Statistics, Data Exchange)

   Cut down on staff accidentally deleting a needed file

   Make it easy for sys admin staff to keep old files to a minimum

   As it's recommended to regularly delete old files after printing to FTS File Save, it would help to know who the owner is of the files that need to be deleted, much like you know the login/owner of old Statistics result files and Create List review files. While the system administrator may have an idea of who owns what files, staff may ignore naming conventions, etc., making it difficult to determine whether it's okay to delete an old file or if it it's something that should be kept for record keeping purposes. If this could be expanded to all files… more

   19 votes

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   0 comments  ·  Circulation, Access Services & Fulfillment  ·  Delete…  ·  Admin →
   CLOSED  ·  AdminMike Dicus (Product Manager, Innovative) responded

   In 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.