255 results found
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Introduce a "CANCEL" Button in the "ITEM ALREADY PAID FOR" Warning Popup
In Sierra's invoicing function, when selecting an order record already paid, a pop-up box appears with a warning message stating, "ITEM ALREADY PAID FOR." Currently, the only option available is to click "OK," which immediately proceeds to the next step of entering the item's price on that paid order record. However, adding a button labeled "CANCEL" in the warning pop-up box would be beneficial to prevent staff from inadvertently continuing to pay for the item on the wrong record. Clicking "CANCEL" should close the warning pop-up without proceeding further, returning the user to the search results list. The "CANCEL" option…
20 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Batch/Copy Option for Patron Record Creation
Someone at CHPL is suffering from Polaris envy & suggested Sierra offer a comparable record to copy/duplicate patron records. They're hoping for a way to speed up the record creation process for families of 5 or 6 that visit the library together & all need to register for cards, which is apparently not an uncommon scenario. The ability to quickly replicate certain fields (address, home library, maybe phone, e-mail, etc.) from one record for x more should facilitate that.
18 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Customise font size and other details in Sierra pop-up messages
We'd like the ability to customise the font size of the text in Sierra popup messages i.e, increase font of where items are going to be picked up, or making the destination in the top part of the message stand out? Or removing call number which we do not use.
13 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Sorting Search/Holds Queries
Staff would like to see the ability to sort results retrieved from queries performed in Sierra's Search/Holds mode.
Say for example they do a keyword search for Star Wars at our Forest Park branch. 124 items are found. The results are displayed alphabetically by default. But if the staff member wants to quickly sort by DVDs, they can't even click on the Format column heading, as it exists currently.
While they can run multiple limits to narrow down the results by format, language, shelving location, publication date, etc., they might just as equally be inclined to SORT the entire list…
7 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Sorting Searches in Patron Indexes
When creating a new customer record from scratch, or when updating & finalizing those submitted through our online application, we have staff perform some checks to prevent duplicate records.
They'll begin by searching the Name index to make sure that there's no pre-existing record for the same name. Then as backup, they'll try searching by birth date or phone number.
However, when you search by birth date or phone number, the results do not come back in alphabetical order, making things a bit harder than they should be for frontline staff. See example image where the search for the DOB…
6 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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give libraries the option to exclude ratings from Homebound circulation workflows
Our homebound customers love the Sierra reading history functionality, but tell us that they do not want the Library to give them a checkout receipt that includes an option to rate the title. They also tell us that they do not want their personal information on the receipt (and the library cannot edit the Homebound receipt template).
Additionally, circulation staff workflows are hindered because if a stack of homebound items are returned, they have to use the keyboard / mouse to move past the checkin rating prompts.
5 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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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.
9 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Improving loan history
Our patrons are curious about their loan history. They would like to sort it by author or title in addition to the checkout date. We have told them to export it. But exporting the checkout history loses the checkout date! Could more sorting possibilities be added to the catalogue and checkout date added when exporting?
6 votes -
Allow self-check out of virtual items using Sierra API
Update the Sierra API to allow self-check out of virtual items. We use Bibliocommons app and our customers cannot use the self-checkout feature to check out INN-Reach items.
5 votesThis idea will be reviewed by the product management team for possible inclusion in a future release.
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Spending Limit Pop-Up
I know its shocking when the subject of pop-ups in Sierra comes up that anyone would want "MORE!," but our Acquisitions staff would like to see a warning of fund spending over limit at invoicing in addition to ordering.
Their rationale is that shipping & Mylar costs usually cannot be pre-determined. Once posting happens, the fund goes negative. Since there is no going back, like when you're about to go down the chute at the end of Splash Mountain, there should be a warning.
8 votes -
Make Vendor Payment Info More Readily Accessible
The vendor payment address should be accessible at invoice payment function. Currently, the invoicing function needs to be closed & address information accessed at order record, vendor, etc.
8 votes -
Increase Invoice Cap
The current cap of 99 invoices downloadable per day can impede & dictate staff workflows.
Because of this, our Acquisitions staff must also set limits with vendors like Baker & Taylor, as we can receive more than 99 in a day. It would be optimal if they could download at will up to invoice limit.
Not all shipments are dealt with sequentially, which further complicates matters.
10 votes -
Release Item Price Field in Sierra Item Record for SIP2
Libraries using SIP2 connections for self-checks cannot have due slips that have "You Saved" information because the Item Price field is not available via SIP2.
While due slips with this information can be used at a staff station with the SDA, as more and more libraries move to self-check, the lack of this field's availability in SIP2 is a barrier.
Use case: a library has a self-check machine that uses SIP2 and wants to include "You Saved" information on their due slips.
12 votes -
Additional (Staff Only) Message Field In Patron Records
We have been considering enabling the display of the free text Message field in patron records in the WebPac (& a corresponding tab in Bibliocommons). It seems like an easy & useful way to quickly & effectively communicate with customers on issues related to their account.
For example, we might want to create a list of patron records at a library location that is closing for renovation to let them know that for the duration of the closing, their holds will be routed to another nearby branch. We'd apply the message to impacted patron records for as long as it's…
12 votes -
Add New Patron Block Based On # of Items Claimed Returned
During the Circulation Forum at this week's IUG, a few libraries brought up their continued interest in going fine free, but also shared how they still faced challenges within their respective institutions from those who felt materials would not come back.
This is a realistic concern, especially for libraries that couple going fine free with the protracted loan periods made possible by autorenewals. It can sometimes be challenging to get customers to return things, so we appreciate the availability of patron blocks that will prevent checkouts, renewals, etc., but not penalize a customer financially, like the ability to suspend borrowing…
7 votes -
Split the Patron_Name in the Item Paging Slip and Item Paging List data libraries into first name and last name
The element PatronName in the Item Paging Slip & Item Paging List Data library be broken up into Patronfirstname and patronlast_name elements like in the hold/transit slip data libraries.
3 votes -
Staff activity log
We occasionally have issues with staff abusing their ability to waive fines or deleting items inappropriately or accessing patron accounts outside of acceptable library operations. We would like to have a way to view these actions within a log file associated with each Sierra login (or filterable by login) so that these activities could be periodically audited by managerial staff and retroactively be reviewed when inappropriate system activities are believed to have taken place.
23 votes -
Increase minimum server account password length to 15 characters to meet PCI requirements
The automated tool employed by Clarivate support to update iii and iii-root passwords every 30 days has an 8 character limit, which falls short of PCI requirements (15 characters). The Sierra application server, which hosts the web page connecting to PayPal is in scope for PCI, and therefore login credentials that can edit that web page need passwords of 15 characters or more.
8 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Print or create review file of only selected items in Headings Reports
In Headings Reports, it would be useful to send only selected listings to a printer or to export as a new review file. Currently if you try to select only a few of the total shown, it will print or export the entire report, not the selected listings.
11 votesThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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Delete and modify identity providers during SAML configuration
It is better to provide the option to delete the identity providers and modify the name of the identity provider by the administrator during SAML configuration.
1 voteThis idea will be reviewed by the Innovative product team for consideration in planning the upcoming product roadmap.
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