Every year, Sierra users are asked to vote from a list of suggested enhancements to improve the Sierra integrated library system. I appreciate everyone’s input on this important process. Our votes were added to the votes of all members of the Innovative Users Groups, and the winning ballots are below.
These winning ballots are submitted to Innovative and play a key role in providing feedback so that Sierra can better function for all of us. I am very pleased that many of the items that OSUL staff chose were winning ballot items.
Create Lists and Global/Rapid Update
Electronic Resource Management (ERM)
Acquisitions |
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| OSUL voted for this! | ACQ-2 | Funds | Automatically adjust affected funds when fund code on paid order is changed |
| * | ACQ-4 | Funds | Fund balances should reflect all activity without requiring posting |
| OSUL voted for this! | ACQ-5 | Funds | Retrieve a record of adjustments to fund records |
| * | ACQ-7 | Invoice | Provide the ability to see that an order is Canceled when Receiving |
| * | ACQ-8 | Invoice | Search for invoices by date and display invoice date on Summary screen of browse invoices |
| * | ACQ-9 | Invoice | Ability to create New Vendor Records while creating an invoice. |
| OSUL voted for this! | ACQ-13 | Purchase Orders | Create drop-down menu to select vendor |
| * | ACQ-24 | OTHER (Acquisitions) | Add the ability to export all funds reports |
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Cataloging |
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| * | CAT-2 | Headings Reports | Create a method for re-running headings reports against entire database |
| * | CAT-7 | Record display | Enable drag-and-drop in Cataloging to copy data |
| OSUL voted for this! | CAT-8 | Record display | Add Publication Date limit Facet to browse display |
| OSUL voted for this! | CAT-13 | Navigation, Search and Sort | Add option to de-duplicate catalog search results in Sierra Desktop Application |
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Circulation |
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| OSUL voted for this! | CIR-4 | Circulation Desk | Add date of last in-house checkin to item record. |
| OSUL voted for this! | CIR-9 | Circulation Desk | Improve patron to display to wrap in columns, ability to expand window |
| * | CIR-11 | Circulation Desk | Improve the renewal process and renewal history information. |
| OSUL voted for this! | CIR-12 | Circulation Desk | Update “checked out items” tab in real time. |
| * | CIR-13 | Circulation Desk | Enable choice of printed or email receipt at time of checkout |
| OSUL voted for this! | CIR-15 | Financial Functions | Provide additional information and allow customization of Fines Paid |
| OSUL voted for this! | CIR-18 | Holds | Enhance View Outstanding Holds report |
| * | CIR-20 | Holds | Replace holds in View Cancelled Holds with one click |
| * | CIR-21 | Holds | Send notice to patron when requested item’s status has changed to missing |
| OSUL voted for this! | CIR-23 | Holds | Ability to modify pickup location of an item “ready for pickup” |
| * | CIR-29 | Holds | Allow holds to be transfered between bibs, vol and item records |
| OSUL voted for this! | CIR-31 | Notices | Allow Custom Notices to be sent to patrons using a review file |
| * | CIR-32 | Notices | Automatically generate email notices for patrons with approaching expiration dates |
| OSUL voted for this! | CIR-46 | Patron Record | Maintain a record of waived items in patron record |
| * | CIR-47 | Patron Record | Create YTD circ, LYR circ, and authentication usage fields in patron record |
| OSUL voted for this! | CIR-48 | Patron Record | Provide full patron record functionality from item records |
| OSUL voted for this! | CIR-50 | Patron Record | Add time stamp to payments, waives, or adjustments |
| * | CIR-55 | OTHER (Circulation) | Ability to see the login that last updated an item and patron record. |
| * | CIR-58 | Reserves | Deprocess reserve items by barcode in the system |
| OSUL voted for this! | CIR-59 | Reserves | Copy items from one course to another |
| * | CIR-69 | Circulation Parameters | Improve Days Closed Table |
| * | CIR-70 | Circulation Parameters | Export Loan Rules table in delimited format |
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Core Functionality |
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| * | COR-2 | ASAA / Administration | More Options for Automatic Record Suppression |
| * | COR-3 | ASAA / Administration | Centralize management of system settings and options |
| OSUL voted for this! | COR-5 | Extra Functionality | Add “Author” facet for Sierra searches |
| OSUL voted for this! | COR-6 | Extra Functionality | Improved loan rule operability |
| * | COR-7 | Extra Functionality | Better text editing tools in records |
| OSUL voted for this! | COR-9 | Extra Functionality | Show date/type of Item Status change |
| OSUL voted for this! | COR-11 | New System Feature | Ability for Staff to View Deleted Records |
| OSUL voted for this! | COR-22 | OTHER (Core Functionality) | Expand MAT TYPE codes beyond current limit of 32 entries |
| OSUL voted for this! | COR-23 | OTHER (Core Functionality) | Make facets consistent across searches |
| OSUL voted for this! | COR-31 | User Interface / Accessibility | Identify suppressed records of all types and in all displays (including headings from suppressed records) |
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Create Lists and Global/Rapid Update |
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| OSUL voted for this! | LST-2 | Create Lists | Add redo button to Create Lists |
| OSUL voted for this! | LST-3 | Create Lists | Scanning barcodes or importing barcodes to create review file |
| OSUL voted for this! | LST-4 | Create Lists | Allow Boolean “NOT” Operator |
| OSUL voted for this! | LST-8 | Create Lists | Allow NOT/DOES NOT Boolean Operators |
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Electronic Resource Management (ERM) |
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| OSUL voted for this! | ERM-1 | ERM | Apply URL-checker to ERM records and databases |
| * | ERM-4 | WAM | Allow global edits to the WAM Forwarding table |
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INNReach |
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| * | INN-2 | Circulation Desk | Allow staff to see who and why a request was cancelled by the lending library |
| * | INN-4 | Circulation Desk | List INN-Reach cancellations under view cancelled holds tab |
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Other Programs |
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| * | OTH-2 | Media Management | Make default viewing of Media Management objects “fit to window” |
| OSUL voted for this! | OTH-4 | APIs | Create a view of loan rules and determinants in the \sierra_view\” schema for reporting using Sierra Direct SQL Access” |
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Serials |
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| * | SER-5 | Checkin | Automatically merge holdings when a missing issue is checked in |
| * | SER-7 | Checkin | Highlight the Save icon once the ‘Check-in’ icon is clicked |
| OSUL voted for this! | SER-10 | OTHER (Serials) | Highlight active serials records in search results list |
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Statistics and Reporting |
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| OSUL voted for this! | REP-2 | Statistics | Retain codes with zero activity or value when exporting statistical reports |
| * | REP-3 | Web Management Reports | Offer Additional Circulation Reports in Web Management Reports |
| * | REP-10 | OTHER (Statistics and Reporting) | Create report on codes not used in any records |
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WebPAC |
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| * | WEB-1 | Record Display | Modify the holds display to accurately reflect the number of copies available |
| OSUL voted for this! | WEB-3 | Record Display | Improve display and functionality based on RDA fields |
| OSUL voted for this! | WEB-6 | Record Display | Allow customization of patron error messages |
| OSUL voted for this! | WEB-9 | My Millennium / My Account | Provide consistent navigation in patron record |
| OSUL voted for this! | WEB-11 | My Millennium / My Account | Display due date of overdue items in red |
| * | WEB-15 | Navigation, Search and Sort | De-duplicate search results |
| OSUL voted for this! | WEB-19 | Navigation, Search and Sort | Allow users to limit search results to recently cataloged material by allowing search limiting on the bib record cataloging date |
| * | WEB-21 | Navigation, Search and Sort | Support Responsive Web Design in default Example Sets |
| * | WEB-22 | Navigation, Search and Sort | Comply with W3C Web Accessibility Guidelines for Timeouts |
| OSUL voted for this! | WEB-24 | Email/Export/Save/Print | Email a single record directly from the full record display without having to use the bookcart |
| OSUL voted for this! | WEB-26 | OTHER (WebPAC) | Ability to Text/SMS title, location, call number |
| * | WEB-27 | My Lists and Feeds | Retain title in Reading History and My Lists when bib record is deleted |
Please contact me if you have any questions.
