{"id":13322,"date":"2022-09-22T17:33:18","date_gmt":"2022-09-22T21:33:18","guid":{"rendered":"https:\/\/live-clarivate-innovative.pantheonsite.io\/?post_type=blog&#038;p=13322"},"modified":"2022-09-22T17:33:18","modified_gmt":"2022-09-22T21:33:18","slug":"sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates","status":"publish","type":"blog","link":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/","title":{"rendered":"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates"},"content":{"rendered":"<p>The latest release of Sierra contains improvements for FTP, working with funds, improved display, and better communications with BookNet Canada, OCLC ILL, and OverDrive services.<\/p>\n<p>Here are just some of the features introduced in Sierra 5.5:<\/p>\n<ul>\n<li><strong>Simplify FTP login<\/strong> \u2014 Sierra now allows FTP connection information to be added to the vendor account records, enabling Sierra to automatically log the user in to download vendor status reports or print\/send orders. If a user selects files that belong to multiple vendors, the connection information for each vendor will be retrieved and used as necessary.<\/li>\n<li><strong>Highlight numbers across all columns in Funds displays<\/strong> \u2014 Staff can now highlight the entire row selected in the funds display, so it is easier follow one fund across the page,\u202fincluding the Appropriation, Expenditure, Encumbrance, Free Balance, and Cash Balance columns (as well as the % column when viewing the Accounting Report Table).<\/li>\n<li><strong>Switch between fund code and fund name display<\/strong> \u2014 Acquisitions users can now right-click to toggle the fund code\/fund name column to show either value in the funds display.<\/li>\n<li><strong>Export funds\/fund codes from Sierra<\/strong> \u2014 There is a new Export option in the toolbar of the Funds function to allow\u202facquisitions users to export columns from the funds display as a csv file. When users click the Export button, a window pops-up to select the column\/columns to be exported. After selecting the columns to be exported, a csv file is saved with the exported information.<\/li>\n<li><strong>Send additional courtesy notices<\/strong> \u2014 Libraries can now send patrons an additional courtesy notice on the day before an item is due. Staff users will need to be assigned the Additional Courtesy Notices\u202fpermission (402) and the Additional Courtesy Notices will need to be enabled in the library&#8217;s loan rules. Additional courtesy notices can be run manually or as autonotices.<\/li>\n<li><strong>Display the location of the holdshelf<\/strong> \u2014 In libraries with multiple pickup locations, Sierra will now 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 cancelled and the clear holdshelf process has not been run. Depending on the library&#8217;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.<\/li>\n<li><strong>New workflow for Mark Damaged Items<\/strong> \u2014 There is a new option in the Mark Damaged workflow labelled\u202fMark Damaged and Add Bill\u202fand it will be used to mark the item as &#8220;Billed&#8221; and bill the patron for replacement of the item, so when the item is marked damaged, the item will be checked in and a bill will be 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 &#8220;damaged and billed&#8221; from &#8220;lost and billed&#8221; in reports.\n<ul>\n<li><em>*Libraries that are not using the Mark Damaged functionality will need to ask Innovative to enable this functionality in Sierra.<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>Update RFID &#8220;Resensitized&#8221; color in preferences<\/strong> \u2014 Libraries can now set the color preference for the Sensitization Indicator in the user&#8217;s Sierra preference settings. Sensitization indicator is active only when the library uses RFID tags on library materials.<\/li>\n<li><strong>Link to Public Display in Vega Discover from Sierra clients<\/strong> \u2014 You can now configure the Public Display feature in Sierra to show the record in Vega Discover by linking to the resource through the ILS record ID. The link works for records that are published in Discover. Vega Discover handles incorrect IDs, unpublished records, and suppresses records by returning an error message.\n<ul>\n<li>*<em>Contact Innovative Support if you wish to enable this option in Sierra.<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>BookNet Canada Sales Data Analysis program<\/strong> \u2014 Sierra libraries in Canada can now set up a job and tasks in Scheduler to export the library&#8217;s branch and circulation data weekly and send the exported data files to BookNet Canada.\n<ul>\n<li><em>*Libraries who wish to use this feature must coordinate directly with BookNet Canada before configuring this feature in Sierra.<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>OCLC ILL changes<\/strong> \u2014 In December 2022, OCLC is planning to retire the current ILL Direct Request service. Sierra 5.5 has support for OCLC&#8217;s new Request Transfer service. To transition to the new service, please complete the following form electronically, then print, sign, and send it to OCLC as indicated on the form. Once your institution has been configured for the new service, OCLC will send you an email with instructions for retrieving your API key. Once you have your API key, contact III support.\n<ul>\n<li><em><a href=\"https:\/\/iii.rightanswers.com\/portal\/app\/portlets\/results\/viewsolution.jsp?solutionid=220919161754643&amp;page=1&amp;position=1&amp;q=\">OCLC Request Transfer form<\/a> (login required)<\/em><\/li>\n<\/ul>\n<\/li>\n<li><strong>Improved upload of Inventory data<\/strong> \u2014 There is a new feature in Data Exchange to help users upload .rdi files and convert them to rdi* files. To be uploaded in Data Exchange, the .rdi file must have 1 or more lines where each line is like \u201cn:barcode\u201d.<\/li>\n<li><strong>Encore OverDrive Checkout API changes<\/strong> \u2014 The OverDrive Checkouts API changed in January 2022. When downloading e-content, Encore 5.5 offers a new OverDrive-hosted fulfillment experience where patrons can select a format and open the content, as well as download any necessary software. These changes have also been delivered as hotfixes for 5.4, 5.3, and 5.2.<\/li>\n<li><strong>Support for SDA installer on MacOS Monterey<\/strong> \u2014 The Sierra Desktop Application (SDA) installer can now run on MacOS Monterey.<\/li>\n<li><strong>Support the SDA installer on Windows 11<\/strong> \u2014 The Sierra Desktop Application (SDA) installer can now run on Windows 11.<\/li>\n<\/ul>\n<p>You can read the full release notes for Sierra 5.5 on the <a href=\"https:\/\/iii.rightanswers.com\/portal\/app\/portlets\/results\/viewsolution.jsp?solutionid=220919133538753&amp;page=1&amp;position=2&amp;q=\">Innovative Supportal<\/a> (login required).<\/p>\n<p>Come to our webinar on October 20, 2022, for a look at these new features: <a href=\"https:\/\/go.iii.com\/WBN-2022-10-20-2022_LP-Registration.html\">https:\/\/go.iii.com\/WBN-2022-10-20-2022_LP-Registration.html<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra. <\/p>\n","protected":false},"featured_media":13328,"template":"","categories":[472,51],"tags":[30,68],"class_list":["post-13322","blog","type-blog","status-publish","has-post-thumbnail","hentry","category-announcements","category-sierra-ils","tag-sierra","tag-sierra-apis"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.<\/title>\n<meta name=\"description\" content=\"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.\" \/>\n<meta property=\"og:description\" content=\"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/\" \/>\n<meta property=\"og:site_name\" content=\"Innovative Interfaces Inc.\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2291\" \/>\n\t<meta property=\"og:image:height\" content=\"1309\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/\",\"url\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/\",\"name\":\"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.\",\"isPartOf\":{\"@id\":\"https:\/\/iii.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg\",\"datePublished\":\"2022-09-22T21:33:18+00:00\",\"description\":\"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage\",\"url\":\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg\",\"contentUrl\":\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg\",\"width\":2291,\"height\":1309,\"caption\":\"Beautiful young woman with headphones listening online lesson on her computer and writing homework in notebook while sitting at desk in the outdoor cafe.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/iii.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Blog\",\"item\":\"https:\/\/www.iii.com\/whats-new\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/iii.com\/#website\",\"url\":\"https:\/\/iii.com\/\",\"name\":\"Innovative Interfaces Inc.\",\"description\":\"We help libraries innovate and thrive.\",\"publisher\":{\"@id\":\"https:\/\/iii.com\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/iii.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/iii.com\/#organization\",\"name\":\"Innovative\",\"url\":\"https:\/\/iii.com\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/iii.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/06\/innovative-clarivate-web.svg\",\"contentUrl\":\"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/06\/innovative-clarivate-web.svg\",\"width\":\"1024\",\"height\":\"1024\",\"caption\":\"Innovative\"},\"image\":{\"@id\":\"https:\/\/iii.com\/#\/schema\/logo\/image\/\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.","description":"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/","og_locale":"en_US","og_type":"article","og_title":"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.","og_description":"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.","og_url":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/","og_site_name":"Innovative Interfaces Inc.","og_image":[{"width":2291,"height":1309,"url":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/","url":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/","name":"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates - Innovative Interfaces Inc.","isPartOf":{"@id":"https:\/\/iii.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage"},"image":{"@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage"},"thumbnailUrl":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg","datePublished":"2022-09-22T21:33:18+00:00","description":"Innovative, part of Clarivate, announces that Sierra 5.5 is in general release, offering improvements to libraries using Sierra.","breadcrumb":{"@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#primaryimage","url":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg","contentUrl":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/09\/GettyImages-1414762982.jpg","width":2291,"height":1309,"caption":"Beautiful young woman with headphones listening online lesson on her computer and writing homework in notebook while sitting at desk in the outdoor cafe."},{"@type":"BreadcrumbList","@id":"https:\/\/www.iii.com\/whats-new\/sierra-5-5-brings-ftp-and-fund-improvements-new-mark-damaged-workflow-sda-installer-updates\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/iii.com\/"},{"@type":"ListItem","position":2,"name":"Blog","item":"https:\/\/www.iii.com\/whats-new\/"},{"@type":"ListItem","position":3,"name":"Sierra 5.5 brings FTP and fund improvements, new Mark Damaged workflow, SDA installer updates"}]},{"@type":"WebSite","@id":"https:\/\/iii.com\/#website","url":"https:\/\/iii.com\/","name":"Innovative Interfaces Inc.","description":"We help libraries innovate and thrive.","publisher":{"@id":"https:\/\/iii.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/iii.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/iii.com\/#organization","name":"Innovative","url":"https:\/\/iii.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/iii.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/06\/innovative-clarivate-web.svg","contentUrl":"https:\/\/www.iii.com\/wp-content\/uploads\/2022\/06\/innovative-clarivate-web.svg","width":"1024","height":"1024","caption":"Innovative"},"image":{"@id":"https:\/\/iii.com\/#\/schema\/logo\/image\/"}}]}},"_links":{"self":[{"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/blog\/13322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/blog"}],"about":[{"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/types\/blog"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/media\/13328"}],"wp:attachment":[{"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/media?parent=13322"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/categories?post=13322"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.iii.com\/wp-json\/wp\/v2\/tags?post=13322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}