14 results found
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Expand Window for Create List Export Criteria Display
When exporting from create list the pop-up window can be expanded, but the box displaying the criteria (chosen fields) cannot. We often export more fields than can be displayed within the box. It would be helpful to allow this box to show more of the criteria in a single view so that we can both check what is being exported and easily note what is included when attempting to add the same export to a different list. (We have already maxed out the number of saved exports.) Expanding the window provides an empty space underneath the section displaying the criteria.…
5 votes -
Decision Center - Include Series Information in Weeding Reports
When pulling Low Circulation (or High) reports (Collection Tools > Maintenance), would like to include the Series Title (if applicable) in the displayed (and exported) report. We run into titles that have low circs, but if we see it's in a series, we normally don't weed it, because the series should remain complete. Thus we are stuck using Create Lists for this type of information (either exporting the report as a review file and then exporting fields THAT way or simply starting with Create Lists from the get-go). It would be more convenient if it was included in Decision Center.
8 votes -
Rearchitect iiirecord.record_metadata to provide improved audit trail accountability
It is sometimes helpful to see who created, updated or deleted a record. Catmaint provides a lot of detail but doesn't cover many record types. I propose the following solution, which doesn't have particularly burdensome storage requirements:
- Build a many-to-many table with an id primary key column, a timestamp, a code indicating the C-R-U-Uprevious-D record operation and foreign keys linking to record_metadata.id and to iii_user.id.
- Backfill this new table using the available timestamps in record_metadata, catmaint and any other table like catmaint which might provide record edit history.
- Rename record_metadata and drop its four *_gmt timestamp columns. Yes, this creates…
13 votes -
Statistics - Saved Queries Should Retain Cross-Tab Selections
Saved Queries in the SDA should function the same as they do in SierraWeb.
In the SDA:
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record), and you create a saved Cross-Tab query based on the same record type, then the selection of the two fields in the Cross-Tab Field Selection panel will be retained when switching to another bibliographic review file in Sierra SDA.
If the first review file with search results in Sierra Create Lists is based on a specific record type (e.g., bibliographic record),…
5 votes -
Add "last status update" to low & high circulation weeding report results
A "last status update" column in the low & high circulation weeding report results would help identify items for weeding or stock rotation.
Why would this field help us weed or identify items for stock rotation?
This item field identifies the last date an item changed their status. Many libraries change an item's status to "in transit" when they move an item from one branch to another. To that end, this field could help identify items that have either newly been received to a branch, or have sat on the shelf for some time.Items moving around systems with stock…
1 voteThe product team will review this idea for consideration for a future release.
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Create Lists - Saved Searches - Ability to Rename, Show Creator, Last Used
We repeatedly run up against our limit of saved searches in Create Lists. There are probably saved queries created long ago that no one is using/needs. I was hoping to assign staff to review the queries and put their initials in the saved search name, but when you go to Edit, you can only edit the query, not the query name (like you can a review file). Ideally it would work like the review files themselves, when you can see who last ran the list (initials, date and time). And perhaps apply the "Own" option. This would really help to…
39 votesThe product team will review this idea for consideration for a future release.
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Provide direct access to Decision Center's Title Details page
One of the nicest features in Decision Center is the title details screen, which you can access by clicking on a title in the handful of reports that include title entries such as the Popular Titles Report.
However, if you're logged in and happen to know the URL structure for those pages (https://[your Decision Center URL]/report/titleDetails/[bibnumber]) you can actually pull up the information for any title in your database directly.
I'd like to see a means for navigating to that screen more directly and just expose this awesome feature of the platform that already exists. I envision a simple page…
4 votesThe product team will review this idea for consideration for a future release.
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Save Query As - Alphabetical by Query
When using Create Lists and using Retrieve Saved Query, you are able to sort the list in ascending order. When you go to Save As a query, it goes in and there doesn't appear to be any sort of order (in the past I swear it went in the order it was added/saved). So if you have to tweak your query and need to Save As again, good luck finding it, esp. when you have 100+ saved queries. Ideally you could sort the list of queries, like you can when you initially retrieve them.
2 votesThe product team will review this idea for consideration for a future release.
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Ability to import Create Lists Review File into Decision Center
Collection and circulation analytics would improve if we could import Create Lists item/bib search results into Decision Center.
If so, Decision Center could aggregate Create Lists results (searches based on authorities, orders, or hold/patron circulation behaviours) to provide circulation and collection statistics.
Our libraries would be satisfied for this import to display the fields that are in the “high”/ “low” circulation weeding reports.
We understand that the aggregated statistics in Decision Center are generated the night before.
3 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Additional Collection Summary Reports in Decision Center
We would like to have a collection summary report based on item records with a count by item type and location. If possible, adding a limiter for circulation status, for example on shelf or checked out.
4 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Include hourly patron borrowing reports in Decision Center
We use the hourly patron borrowing reports in Web Management Reports to track patron visits at offsite hold lockers. We would like to have this report migrated to Decision Center since this is the tool already in use by our frontline staff.
8 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Allow Create Lists to export the best title and best author normalized fields
These two fields can be incorporated into searches performed within create lists but are not available among the fields that can be exported. Best title normalized is particularly helpful for data brought into a spreadsheet as the removal of special characters and diacritics can greatly improving sorts and searching.
These fields are available via SQL, where I make frequent use of them, but for most of our users Create Lists is the only option for extracting data from the system.
9 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Include zero results for selected locations in all reports in Decision Center
Currently Decision Center only returns data for a location parameter if there was activity for the selected time period and does not return a zero placeholder for locations without activity. This creates extra work for staff when working with the resulting Excel files. They can't easily reference the cells in Excel consistently.
14 votes -
Decision Center: Identify titles eligible for stock rotation in pooling locations
We have a floating collection and use Decision Center to manage our collection. We need to know what is on the shelf OR not on the shelf at multiple sites. To do this, we use excel pivot tables to manipulate the "low circulation weeding reports". I have attached the workflow and the result.
After pivoting the "low circulation weeding reports" (searching for items that have circulated less than 300 times in 1 month at multiple branches) our result includes everything on the shelf at multiple branches. The pivot table allows us to identify which titles are at a branch AND…
3 votes
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