Sierra 6.2 available 6/20/2024- Upgrade schedule pending
This Sierra release includes a number of updates, including:
- Ability to Batch Cancel Order records – The new permission 147, Batch cancel orders, enables a Batch Cancel Orders function from a review file of orders in the acquisitions workflow.
- Place holds on multiple item or volume records – Library staff members can select multiple item or volume records on a single bibliographic record and place holds on all of them at once.
- New Scoping Rules function – The new Scoping Rules function in the Sierra client lets staff administer location-based scopes.
- Verify heading for Item records – “Verify Heading” functionality, accessible via the Tools menu or CTRL+G, has been re-enabled for use with item records, allowing library staff to use non-headings fields to verify the uniqueness of fields like call numbers.
- Logout button on Web Management Reports – For users who log in to Web Management Reports using SAML credentials, there is now a logout button/link to log out at the end of a session.
Keeping current with our software makes it possible for us to move quickly when important enhancements are available. It also ensures that we have all fixes in place. We choose to take each upgrade up after the release has had a period of use and vetting.
Sierra 6.1 Upgrade 1/29-30
Export a table of User Permissions
- Exporting user permissions will enable library administrators to easily review and compare the permissions assigned to each user to:
- provide a comprehensive list of permissions to managers for review of roles
- spot any gaps where a user is missing a permission they should have
- spot any redundant or inappropriate permissions that have remained from previous roles.
A new option to “Export Permissions” was added to the Admin App
Re-bill Patrons for Outstanding Charges
Libraries want to be able to send follow-up bills to patrons who owe the library money for lost materials and other unpaid charges. This enhancement provides a configurable setting that allows the library to send multiple bills to patrons with outstanding balances. The library can configure how many bills will be sent and how many days apart the bills can be prepared. The new Repeated Bills notices must be configured by the library after upgrade and prior to sending the follow-up bills to patrons.
Reprint Bills
Library staff will be able to reprint a previously sent bill from the patron’s notice history. Bills can be reprinted from the Fines tab of the patron display using either a new right-click menu option or the Reprint Bill button. To be eligible to be reprinted, a bill must have been sent after upgrade to Sierra 6.1 and in the last 60 days and must still have a balance due. Bills that are more than 60 days old or have been fully paid or waived are automatically purged from the Sierra database. Staff users must have permission 361 to reprint bills.
Show Time of Last Status Update Date
Based on customer requests, the last status update date introduced in Sierra 6.0 has been enhanced to show the date and time the status was last changed.
Add Last Status Update Date to Create Lists
The last status update date field has been added to Create Lists to allow library staff to search for records using this field, and to list, sort, and export data using this field.
Bonus-not published in release notes!When an item with a pop-up message is checked in, the message includes Title, Author, Call number and Barcode.
The example below is a test record, but I think you get the gist of how the message is now appearing
Sierra 6.0 Upgrade 9/14/23
View item status change date:
Starting in Sierra 6.0. Sierra will display the last date an item status was updated when a user hovers over the status field in an item record. The last-status-update field is also included in the SierraDNA Views as part of the item record status view. Note: the last_status_update field will be empty until the item’s status changes after the library as upgraded to Sierra 6.0 or higher
View patron record from Holds screen:
This enhancement allows an authorized staff member to see the patron information when viewing an item, volume or bib-level hold in order to easily identify the correct patron in the holds queue. If the staff user is not authorized to use permission 161 (View patron records), 162 (Create patron records) or 164 (Update patron records), the override permissions pop-up is presented.
Display due date and status in Holds/Bookings view
Sierra will display both the status and the due date of checked-out items when searching the catalog so that staff can easily differentiate between normal checked-out items and those that have additional status information.
Display statistical group name in item record
Sierra will display the descriptive name of the statistical group in the checkout location (OUT LOC) and checkin location (IN LOC) in the item record so that staff can easily interpret the location information without memorizing the Statistical Group Maintenance table.
Sierra 5.6 Upgrade 3/20/23
This release fixes the following bugs
- Keyword searches limited by year do not retrieve results published in that year
When staff perform a keyword search and then use Tools | Limit to enter Publisher Year, materials published in that year range are not found.
- Compact Browse: Search results display incorrectly for some titles; showing the indexed entry and not the diacritics
When performing a title search, some re
Fails to register barcode scanner’s carriage return in Search/Holds box after another index is searched
Search/Holds and Catalog search function are not registering the barcode scanner’s carriage return (confirmed the scanner uses CR) on random scans, but particularly when the user switches between searching a different index (e.g., title, author, etc.) and the barcode index. As a result, the search is not automatically performed immediately upon scan; the user must initiate the search manually instead. Note: This barcode scanning issue is not replicated in other Circulation functions (e.g., Check-out and Check-in).
- Fails to register barcode scanner’s carriage return in Search/Holds box after another index is searched
Search/Holds and Catalog search function are not registering the barcode scanner’s carriage return (confirmed the scanner uses CR) on random scans, but particularly when the user switches between searching a different index (e.g., title, author, etc.) and the barcode index. As a result, the search is not automatically performed immediately upon scan; the user must initiate the search manually instead. Note: This barcode scanning issue is not replicated in other Circulation functions (e.g., Check-out and Check-in).
- Holds clear from holdshelf one day early after pickup date modified in Manage Holds
After staff modify hold pickup dates in Manage Holds, the Clear Holdshelf report clears the hold on the pickup date rather than on the day after the pickup date. (For example, if the modified pickup date is Feb 17, the item should not appear on the Clear Holdshelf report until Feb 18 but appears on Feb 17.)
- Notice History records “0” for bills via email with Print Templates
When a library formats Bill notices with Print Templates, Notice History records an entry with “0” count for any bills sent via email.
- No record written to Fines Paid when a billed item is renewed and the bill automatically adjusts to zero
When staff renew a billed item, and the automatically adjusted charge is zero, no entry is written to Fines Paid. Sierra should record the removed replacement charge to Fines Paid with a payment status of “no payment,” to indicate that the item had previously been billed but that the bill has been automatically adjusted. (If the charge adjusts to an amount other than zero, Sierra does write correctly to Fines Paid.)
- Exporting either patron telephone field tag outputs both
In Create Lists, if staff select either TELEPHONE (t) or TELEPHONE2 (p) field for export from patron records, Sierra includes both fields in the exported file.
Sierra 5.5 Upgrade 11/16/22
Send an additional courtesy notice
Libraries sometimes want to send patrons multiple reminders when items are coming due soon. With this enhancement, libraries will be able to send patrons one additional courtesy notice on the day before an item is due. Additional courtesy notices can be run manually or as autonotices. Additional courtesy notices will not attempt to auto-renew items that are checked out. In the event that autonotices are configured and set to run multiple times per day, an additional courtesy notice will only be sent once to a patron on any given day.
Send an additional courtesy notice
Libraries sometimes want to send patrons multiple reminders when items are coming due soon. With this enhancement, libraries will be able to send patrons one additional courtesy notice on the day before an item is due. Additional courtesy notices can be run manually or as autonotices. Additional courtesy notices will not attempt to auto-renew items that are checked out. In the event that autonotices are configured and set to run multiple times per day, an additional courtesy notice will only be sent once to a patron on any given day.
- Additional Courtesy Notices are an extension of Courtesy Notices and require the primary Courtesy Notice to be enabled in loan rules in order for the additional notice to be sent.
- Additional Courtesy Notices are a new notice type and require a separate notice job from the Courtesy Notices notice type.
- Like existing Courtesy Notices functionality, an item must receive its Additional Courtesy Notice on the day the notice is scheduled, or the notice will not be sent at all. Innovative recommends configuring both types of Courtesy Notices to run automatically every day.
- Additional Courtesy Notices do not perform automatic renewal.
Display the location of the holdshelf
In libraries with multiple pickup locations, it can be difficult to determine which holdshelf an item is on. With this enhancement, Sierra will display the location of the holdshelf as part of the status information for an item that is either currently on the holdshelf or was recently canceled and the clear holdshelf process has not been run. Depending on the library’s configuration, the status message will include either the display name from the hold pickup locations table or the branch name. The status message will appear on the View item record screen and in the status bar of the Manage Holds display.
Library staff wants a workflow that makes it easy to mark damaged items and bill for their replacement, similar to the lost item workflow in Sierra. This enhancement adds a new option to the Mark Damaged item workflow that ensures a consistent experience for staff and patrons when managing damaged items. The new option is labeled Mark Damaged And Add Bill and it will be used to mark the item as “Billed” and bill the patron for the replacement of the item.
Windows Snap feature
Library staff members want to be able to easily size and position the Sierra client windows on their workstations when Sierra is one of several applications they use throughout the day. With this enhancement, staff members can use the Windows Snap feature to move and size the Sierra desktop application on their workstations.
By dragging the client with the mouse or using the Windows button in conjunction with specific arrow keys, SDA users can move and position the Sierra client on their desktop. Staff members may also use the Windows Snap commands to maximize or minimize the Sierra client on their desktop.
Because of technical limitations, the Windows Snap feature has no effect on the Sierra login window or on bibliographic and patron windows that appear in the multi-window mode.
New workflow for Mark Damaged Items
Library staff wants a workflow that makes it easy to mark damaged items and bill for their replacement, similar to the lost item workflow in Sierra. This enhancement adds a new option to the Mark Damaged item workflow that ensures a consistent experience for staff and patrons when managing damaged items. The new option is labeled Mark Damaged And Add Bill and it will be used to mark the item as “Billed” and bill the patron for the replacement of the item.
When using this workflow, the item will be checked in when the item is marked damaged and a bill is added. Based on library policies, a processing fee and billing fee will be added automatically, and the damage charge will be linked to the item and the patron. When the fee is paid, the item status automatically updates to damaged. This allows the library to distinguish “damaged and billed” from “lost and billed” in reports.ThisUpgrade
Keeping current with our software makes it possible for us to move quickly when important enhancements are available. It also ensures that we have all fixes in place. We choose to take each upgrade up after the release has had a period of use and vetting.
Sierra 5.4 in General Release 11/15/21
MHLS is live on release 5.4 as of 1/26/22
New features
- Date ranges in Days Closed
When entering many closed dates for the same location in the Days Closed table, library staff want to specify dates as a range so that the table is more readable and takes less time to maintain. With this enhancement, users can enter a range of calendar dates in the Days Closed table and Sierra will act as if the user added Days Closed records for every single date in the range.
This is useful for extended closures such as renovations, and the impact is especially significant when larger disasters force multiple locations or an entire system to close suddenly. - Make Auto Notices observe Days Closed
Libraries want to avoid sending notices to patrons on days when the library is closed. This enhancement looks at the Days Closed calendar so that Auto Notices aren’t generated on days the library is closed. - Globally purge charges by After date
Libraries need to be able to purge fines and fees for different time periods to accommodate emergency closures and other situations – for example, if a library wishes to apply an amnesty during a disaster. This enhancement allows libraries to waive fines assessed after a given date or between two specific dates, rather than only before a date. This allows more selective targeting of fines assessed during a certain period of time. - Batch update hold pickup dates
Libraries need options to quickly update hold pickup dates for multiple items for multiple patrons, such as extending hold pickup dates during emergency closures, including COVID-19. This enhancement uses Manage Holds to allow staff users to batch update the hold pickup date for items that are currently on the holdshelf. A new staff permission (788: Update Batch Holds) controls access to this feature. - Use Time to Holdshelf interval to delay hold pickup notice
Patrons sometimes receive notification that an item is ready for pickup before library staff can move the physical item to the pickup area. The Time to Holdshelf interval, previously applied only to hold display in My Account, can optionally delay the the Hold Pickup notice so that the physical item will have a chance to reach the holdshelf before the notice is sent.
Time to Holdshelf does not apply to hold pickup SMS Alerts. - Provide specific block messages to patrons
Patrons need specific information when they are blocked and unable to complete a transaction in the WebPAC. This enhancement will provide clearer explanations for patron blocks so that patrons will know why they are not able to complete an action. If users have more than 1 block, all block reasons are shown. - Increased number of Sierra Web users
Libraries will be able to increase the number of library staff who can access Sierra remotely via Sierra Web. This enhancement provides scaling of Sierra Web through the set up and load balancing of multiple instances of Sierra Web. Although each instance still has a 60-user limit, the library can run multiple instances to increase the number of Sierra Web users. - Harvest Sierra data using OAI-PMH
This enhancement provides a new web app to integrate with external systems to harvest Sierra records using OAI-PMH. This option removes manual update processes and ensures that integration partners have the most updated view of the library’s holdings.
The OAI-PMH web app is able to present Sierra’s records as an OAI-PMH repository, represented in Dublin Core. The mapping from Sierra records to Dublin Core elements (or “crosswalk”) is configurable by the user in the Admin app. The OAI-PMH web app can also (optionally) organize records into “sets” according to Sierra’s scopes. - Support the SDA installer on MacOS Big Sur
In November 2020, Apple announced the release of the MacOS Big Sur. Libraries that run Sierra on Macs need to be able to install the client on the new MacOS. This enhancement adds support to the SDA for MacOS Big Sur.
Issues fixed
- Manage Holds omits on-holdshelf and pickup dates in the status bar
- Sorting bib hold queue by priority sorts in alpha order instead of numerically
- Create Lists does not persist record view when navigating to Next Record or Previous Record
- Renaming a review file allows a blank name
- In Serials Checkin, copying a bibliographic record with location “multi” creates an empty bib record
- Freeze when attempting to export records from Create Lists
- Various causes of freezes in Sierra Web sessions
- Issue with saving after opening and closing multiple Parameters tables
- Sorting bib hold queue by priority sorts in alpha order instead of numerically
- And more…
Release Notes for Sierra 5.3 – April 2021
New features
Sierra Holds
- You will be able to see if holds are frozen in the staff view
- When staff place title holds they will simply page – no more “page title?” pop up.
Sierra holds reporting improved
- The View Outstanding holds report will be renamed Rename the feature “Manage Holds”
- Search and display real-time hold information (IUG ballot winner)
- Modify, cancel or place holds from the “Manage Holds” window
- Update limits to better meet library needs for managing holds, including
- Move limit selection to a separate tab to make more space for viewing hold information
- The report will be able to export
Updates to Create list
- Double click on empty review file to start a search
- Create List – It’s all about me! Limit view to my login (MHLS Idea lab)
- Create Lists: Have the ‘Stop’ range be a wildcard (*)
- Enlarge the classic search query window in Create Lists
- Copy and paste a line for searching several different values of the same field
- Don’t clear Search Criteria if you change the Store Record Type
Release Notes for Sierra 5.2
New features
- “AND NOT” boolean operator in Create Lists
The new “AND NOT” operator allows negation of operators that do not currently allow negation or negation of a group of OR’ed criteria. - Display name on circulation emails.
Sierra will use the Branch Name from Branch Addresses as the display name for the From: and Reply-To: headers on circulation notices. Sierra will take the display name from the Library Name for due slips and payment receipts and for circulation notices where email information is not in Branch Addresses. - “Remember me” does not save passwords.
The SDA will no longer store and pre-populate the password when a user chooses to “Remember me on this computer.” Only the username will be stored and pre-populated. - Improved Navigation in My Account
In My Account, WebPAC no longer hides the navigation entry for the currently-visible patron information. For example, if the patron is viewing holds, the navigation entry for holds will still display. There is a new class (patFuncBtnCurrent) for the current-page navigation entry - Improved accessibility in My Account.
Several accessibility flaws with the patron function table in My Account have been resolved. This includes adding labels to form elements and simplifying the table structure for easier parsing by screen readers. - Patron name now optional in emails generated for ILL Requests.
(We will be using ILL shortly) A new option has been added so that system administrators can prevent the patron name from being displayed in emails generated for ILL requests.
Issues fixed
- Cancel button broken in new bib record creation.
- Accessing the Holds, on a patron with a large number of holds, takes too long.
- Exporting records via Sierra Create Lists is slow.
- Required Restart after Password Change for Checkout Override on hold items.
- When Verifying Headings in fields 600 and 650 facets don’t always show up.
- Unable to delete bad fields.
- Not all messages recorded in Circulation Overrides when renewing an item.
- Create Lists: double clicking to view or edit a record does not work if review file is owned and user does not have permission.
- Create Lists: Saved Exports: unable to edit a saved export.
- Create Lists queries fail when searching against a review file of ITEM records.
- Create Lists fails to search the punctuation comma on patron address fields.
Release Notes for Sierra 5.1
New features
- In the Delete Records function, staff can restore deleted records from the Process Summary window.
- Staff can open up to ten Parameters tables simultaneously in the SDA or Sierra Web (for example, Loan Rules and Loan Rule Determiner).
- Staff can export the Loan Rules and Loan Rule Determiner tables in CSV format.
- The button for staff to page an item-level hold now says “Page for item,” consistent with wording for title-level holds.
- Patrons can freeze holds even if more than 255 days have passed since the hold was placed.
- Password Policies include an option to disable the Sierra Desktop Application’s Remember Me functionality.
- Continued improvements to Sierra Web on iOS tablets
- Security of patron data uploaded from offline circulation stations has been enhanced through an updated version of the standalone installable client supporting secure (HTTPS) connections to Sierra
Issues fixed
- The entry doesn’t display ‘Your entry … would be here’ if no result is found
- Ecommerce duplicating payments
- Scrollbar skips to top of the table in Graphical Browse Display
- Unable to modify hold pickup location in the patron record if item has been checked out to another patron while on the holdshelf
- Delay in getting SMS notification
- Sierra Desktop App shuts down with a “Server not responding” message” when “View Cancelled Holds” is selected.
- Show Info on some review files does not work and puts the SDA session in a bad state
Release Notes for Sierra 5.0
New features in Sierra 5.0 (to be included when we upgrade to Sierra 5.1)
- Staff can choose a print or email due slip (or no slip) when checking out or renewing items in Check Out.
- New Due Slip Options configure available and default delivery method for each login. (Staff circulation no longer uses the “Check-out: Print date due slips” Circulation Option.)
- The Sierra upgrade will automatically set the new Due Slip Options according to existing due slip configuration (for example, if a login had immediate due slip printing before the upgrade, they will still have it afterward). Email due slips will not be enabled automatically.
- The “Print slip” checkbox is now a “Due Slip” button.
- Email due slips require Print Templates.
- Sierra will not prompt to “Print date due slip?” when entering Check Out (“ASK” setting of “Check-out: Print date due slips” Circulation Option).
- New Due Slip Options configure available and default delivery method for each login. (Staff circulation no longer uses the “Check-out: Print date due slips” Circulation Option.)
- The intermediate confirmation page for modifying holds in WebPAC and Encore displays a new “Action” column describing the pending change. (Winner of Sierra Public Services Smorgasbord challenge.)
- Staff can re-run Create Lists queries, either by re-running an existing query or editing an existing query.
- In Create Lists, if you remove records from the list, you will be able to restore them while you are still in that review file.
- Improved customize facet functionality to include all facets
- Support for Sierra Web on iOS tablets using Chrome browser
- Sierra Web support of 60 concurrent users
- My Account display of titles will now consistently display the same title as would appear on a circulation notice for the same record. Previously, My Account used a simpler algorithm for selecting the title which could lead to differences.