2 results found

1. Automatically add date/timestamp to Notes and Messages

   It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.

   If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy and procedures for record cleanup.

   I would like to see a system generated date/timestamp appended to each note/message which can also be searched so that you could search for Notes/Messages added to patron records before a certian date in order to identify Notes/Messages that could be cleaned up in Global update if they are no longer useful.

   It would be helpful if the system automatically added a date/timestamp to Notes and Messages added to Patron and Item records by staff. Currently, we ask our staff to always add thier initials and date to notes and messages when adding them but it doesn't always happen. There are also inconsistnecies in how these are added and no easy way to search for them. We also find that notes/messages are not always removed after they are addressed.

   If we had an accurate way to determine the date a note/message was added, it would be possible to develop a retention policy… more

   80 votes

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

   Planned for the Sierra May 2027 release (v7.1)

2. Add "did you mean" search logic to SDA keyword search

   Circulation staff would like to see "did you mean" logic applied to the SDA keyword search. This is the top complaint from circulation staff who search the database to help customers place holds. Staff are used to a Google (or Discovery Catalogue) keyword search that has some flexibility for human error.

   19 votes

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

   Planned for the Sierra May 2027 release (v7.1)