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  1. So as we've seen repeatedly despite training & periodic reminders to exercise caution, the putrid corpse of liberty can really do a number on the Clear Holdshelf Report. We see disturbingly frequent scenarios where someone at one of our locations is not careful & winds up wiping out the holdshelf report for all 40 other branches. While we're fortunate to have someone here who has created a sort of recovery tool, we'd like to see the potential for such chaos somehow eliminated.

    16 votes

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  2. We see the Sierra 6.0 Release Notes features new Accessibility improvements in the SDA. It is unclear if this includes a high contrast display option which staff recommend to support use of the software by many different types of staff.

    12 votes

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  3. When checking out a patron within Sierra, it would be best if the staffer could easily toggle between offering a paper date due slip, an email slip or no slip. This functionality seems to have gone away.

    10 votes

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  4. Currently, the bibs, holdings, and orders APIs do not return the expanded Locations fields for records with multi locations. The multi location value that is returned is useless without the expanded values.

    6 votes

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  5. When a user is in the Cataloging workflow, the "Due Date" column in the "Item" view is sorted as a string instead of a date, eg "1-01-2023" comes before "9-01-2021". It would be helpful for this to be sorted as a date and match the sorting of the "Due Date" column in the "Holds" view.

    13 votes

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  6. For libraries with floating collections, the location where an item was made "claimed returned" may not reflected in the item record. This is because the 3 options staff have when an item is "claimed returned" does not change the location of the item.

    Essentially the problem:
    An item is “checked out” at location A.
    The item is “claimed returned” at location B.
    The item location remains as location A.

    Staff have 3 choices when they make an item claimed returned:

    · 1. Places a claimed returned note in both the item and patron records

    · 2. (Optional) Removes the check-out…

    4 votes

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  7. Duplicate instances of a single item frequently appear on Bib Paging Lists resulting in confusion and either wasted paper (up to 7 pages were printed for a single item once) or wasted time deleting those lines before printing. There is no need for the paging list to alert us to multiple holds for any item, especially if we can't physically fulfill those holds.

    33 votes

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  8. https://ideas.iii.com/forums/951745-ils-sierra/suggestions/46670854-sierra-5-5-direct-view-public-display-to-disco is closed/says it's already supported, but the part for being configured to more than one display option is not addressed. We would like to be able to have more than one option to display - Vega, Classic, Encore and even III Mobile if possible - so we can see how all iterations look right from the SDA. So in the menu it would be View | Public Display | array of choices

    9 votes

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  9. Currently, when a patron is logged into their Encore account and they place a request, the system will default to their home library for the pickup location. If they want to pick up somewhere else, they have to manually choose that option from the dropdown menu.

    We want to keep the home library field limited to physical library locations, but allow for alternative pickup options that aren't specifically a home library (community pickup location, or hold lockers, etc). Right now, if you want to pick up somewhere other than your home library, you have to choose from a dropdown option.…

    6 votes

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  10. Previous versions of Sierra (version 5 and below) allowed the saving of usernames and passwords in the Sierra desktop app login screen. Since upgrading to 6 this functionally has been lost.

    9 votes

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  11. Customers want to know what titles they've checked out even if the library no longer has it. It would be ideal if Sierra (and subsequent discovery layers can pull the info) could save the title and author in the record metadata so that even if the bib record is deleted, the customer can see it.

    19 votes

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  12. In the SDA OR Sierra Web, the Sierra 2-tier login workflow allows administrators to set a "time-out" setting to the 2nd tier (personalized) login. This setting determines if the session will time out or close after a specific amount of time.

    This is an excellent workflow except that there is no setting to manage 1st tier inactivity. This means at the end of the day we have many Sierra licenses that remain open and the Library must manually force close the desktop applications using the "restart a process" in Admin Corner.

    Please configure context logins so that Libraries can determine…

    4 votes

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  13. It would be very helpful to be able to print a Statement of Charges directly from a patron record (and have it formatted for 8-1/2 x 11 paper and mail-ready).

    For context, we are a 138-library consortium, all notices are Auto Notices, and we do not run Statement of Charges for the consortium. Yes, you can run a statement for 1 patron in the Notices function, but this requires consortium staff intervention since that permission is locked down to consortium staff. It would be much simpler for our member libraries to be able to print such a statement on an…

    15 votes

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  14. More control over choosing priority between the item-level holds queue and the bibliographic-level holds manually so that the Processing department can pull back specific items on popular, high-volume holds with more ease.

    3 votes

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  15. 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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  16. Can we please have a function to merge bib records? For many reasons libraries end up with duplicate bib records. Currently the only way "merge" a bib is to manually transfer any attached records one by one. This is a cumbersome and inefficient workflow.
    The functionality could work similarly to the Merge duplicate patron record functionality.
    This would allow the user to select the source record bib number and the destination record bib number.

    Ideally, the function should:

    -Include the option to transfer any attached records.
    -Any item or bib level holds attached to the source bib should also be…

    25 votes

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  17. Could we have an enhancement option to create a Sierra user administrator account that has access to all accounting units? I am the only system administrator and cataloger for a library system with multiple accounting units and I would very much appreciate the ability to do everything I need to from one log-in (managing/creating new check-in records, for example).

    9 votes

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  18. Provide Libraries with the option to "always be able to freeze a bib or item level hold".

    If circulation/OPAC rules allow a customer to place a hold, the customer should always be able to freeze it.

    At this time, customers cannot freeze a bib level hold if there is an item attached to the bib that could fill the hold. Customers tell us that they want to manage their holds. They are unsure of a "Not Needed Before" date, but they know that they do not want to fill the hold immediately.

    This is important for libraries that split out…

    19 votes

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  19. Objective: Allow Libraries to assign granularity to API role permissions.

    When Libraries give a 3rd party vendor read access, we want to be able to restrict the endpoints associated with the role. In addition, we want to restrict the fields that can be returned. Ideally, the implementation of the requested features below will provide an interface to the Innovative clients where the vendor access will be managed.

    There are endpoint and field restriction examples below to show how assigning granularity to API role permissions would allow libraries to improve access management.

    Endpoint restriction example:
    We would like to be able…

    6 votes

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  20. The "import records" within Create List was a game changer. But going a step further would be adding the ability to direct scan barcodes into a review file. This would save time in circumstances where you have only a few records you need to update.

    25 votes

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