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  1. 36 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Staff can select and save a due slip preference (print, email, none) in the patron’s account.
    ● Patrons can select and save a due slip preference (print, email, none) in their account information using the WebPAC, Vega Discover, or a third-party discovery UI that supports updating my account information via API.
    ● The preference is stored persistently and editable by staff or the patron themselves.
    ● The preference is applied automatically at the end of each checkout session.
    ● The system checks the patron’s saved preference upon checkout completion.
    ● The appropriate due slip is printed, emailed, or skipped based on the preference.
    ● Staff can override the preference if needed for a one-time change.
    ● Due slip preference is exposed via the patron API.
    ● External systems can read and update the preference.
    ● API documentation includes due slip preference field and usage examples.

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● Staff can select and save a due slip preference (print, email, none) in the patron’s account.
    ● Patrons can select and save a due slip preference (print, email, none) in their account information using the WebPAC, Vega Discover, or a third-party discovery UI that supports updating my account information via API.
    ● The preference is stored persistently and editable by staff or the patron themselves.
    ● The preference is applied automatically at the end of each checkout session.
    ● The system checks the patron’s saved preference upon checkout completion.
    ● The appropriate due slip is printed, emailed, or skipped based on the preference.
    ● Staff can override the preference if needed for a one-time change.
    ● Due slip preference is exposed via the patron API.
    ● External systems can read and update the preference.
    ● API documentation includes due slip preference field and usage examples.

  2. 44 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Assigning ownership
    o A new "Owner" field is available in the saved search properties.
    o Only users with appropriate permissions can assign or change the owner.
    o The owner’s name or initials are displayed in the saved search list view.

    ● Viewing last run info
    o Each saved search displays the last run date and user initials.
    o This metadata is visible in both the list view and the search details.
    o The data updates automatically after each run.

    ● Renaming saved searches
    o Saved search names are editable via UI.
    o Name changes are logged with timestamp and user info.
    o Validation prevents duplicate names or invalid characters.

    ● Identifying unused searches
    o A filter or report shows saved searches by last run date.
    o Searches not run in the last 6 months are flagged.
    o Admins can sort or export this list.

    ● Bulk management
    o Admins can select multiple saved searches at once.
    o Bulk actions include delete, archive, and assign owner.
    o Confirmation prompts appear before deletion.

    ● Usage alerts
    o The system displays a warning when saved searches reach 80% of the limit.
    o Notification includes a link to cleanup tools or reports.
    o Admins can configure the threshold for alerts.

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● Assigning ownership
    o A new "Owner" field is available in the saved search properties.
    o Only users with appropriate permissions can assign or change the owner.
    o The owner’s name or initials are displayed in the saved search list view.

    ● Viewing last run info
    o Each saved search displays the last run date and user initials.
    o This metadata is visible in both the list view and the search details.
    o The data updates automatically after each run.

    ● Renaming saved searches
    o Saved search names are editable via UI.
    o Name changes are logged with timestamp and user info.
    o Validation prevents duplicate names or invalid characters.

    ● Identifying unused searches
    o A filter or report shows saved searches by last run date.
    o Searches not run in the last 6 months are flagged.
    o Admins can sort or export this list.

    ● Bulk management
    o Admins can select multiple saved searches at once.
    o Bulk actions include delete, archive, and assign owner.
    o Confirmation prompts appear before deletion.

    ● Usage alerts
    o The system displays a warning when saved searches reach 80% of the limit.
    o Notification includes a link to cleanup tools or reports.
    o Admins can configure the threshold for alerts.

  3. 26 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Integration between Sierra and automatic certificate renewal infrastructure established by local sysadmins (for short-term, renewable certificates like LetsEncrypt, DigiCert, etc.), is introduced as:
    - A staging location in Sierra where a new or just-renewed SSL certificate may be placed by an external process for subsequent installation and activation
    - An API which installs and activates the new or just-renewed SSL certificate in Sierra's production locations, restarting services as necessary, providing confirmation in API response
    - An option for Sierra to automatically install and activate certificates as they appear in the staging location, and provide the confirmation result in a user-viewable log, as an alternative to the API call
    - Both the API call and the auto-install method support rollback to the previous installed certificate
    - Authorized users may review logs of certificate installation activity including public certificate details

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● Integration between Sierra and automatic certificate renewal infrastructure established by local sysadmins (for short-term, renewable certificates like LetsEncrypt, DigiCert, etc.), is introduced as:
    o A staging location in Sierra where a new or just-renewed SSL certificate may be placed by an external process for subsequent installation and activation
    o An API which installs and activates the new or just-renewed SSL certificate in Sierra's production locations, restarting services as necessary, providing confirmation in API response
    o An option for Sierra to automatically install and activate certificates as they appear in the staging location, and provide the confirmation result in a user-viewable log, as an alternative to the API call
    o Both the API call and the auto-install method support rollback to the previous installed certificate
    o Authorized users may review logs of certificate installation activity including public certificate details

  4. 21 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Staff can select a print template when initiating spine label printing from Create Lists.
    ● Templates support customization for font, layout, spacing, and label type.
    ● The selected template is applied to all labels in the batch.
    ● Admins can create, edit, and delete print templates.
    ● Templates are stored centrally and accessible to authorized users.

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● Staff can select a print template when initiating spine label printing from Create Lists.
    ● Templates support customization for font, layout, spacing, and label type.
    ● The selected template is applied to all labels in the batch.
    ● Admins can create, edit, and delete print templates.
    ● Templates are stored centrally and accessible to authorized users.

  5. 27 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Title and author remain visible even if bib or item records are deleted.
    ● APIs expose stored title/author fields, even if bibs/items have been deleted.
    ● Metadata retained indefinitely unless patron deletes it.
    ● Bulk bib deletion does not affect stored metadata.

  6. 49 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Each item barcode appears exactly once per list.
    ● System suppresses duplicate rows for the same item_id.
    ● All holds remain tracked; paging list simply avoids duplicate display.
    ● Optional counter on the item line: “Holds pending: X”.
    ● Only pageable items appear.
    ● Multiple holds for a single item do not generate multiple pull requests.
    ● Paging list behavior is identical aside from deduplication.

  7. 14 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● The system allows more than 99 invoice files to be downloaded per day.
    ● Staff can initiate downloads without receiving a limit-related error.
    ● The expanded limit does not negatively impact system performance or data integrity.

  8. 40 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● When displayed, Holds information shall include
    - Hold Placed Date/Time.
    - Placement Channel (Sierra Desktop, Sierra Web, Web OPAC, Mobile App, SIP2, NCIP, etc.).
    - Actor (Patron or Staff login).
    - Program (client identifier).
    - Include bib title, item barcode, pickup location, queue position.
    ● Details shall be displayed in
    - Patron’s holds tab
    - Bib-level holds
    - Item-level holds
    - Volume-level holds
    - Cancelled/expired holds
    - Manage Holds
    ● Details that are not applicable are not displayed
    ● Staff edits do not override original hold placement metadata.
    ● SIP2/NCIP holds marked as SYSTEM actors.
    ● Batch imports set API or SYSTEM channel.
    ● Unknown channel stored as UNKNOWN.

  9. 28 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release*
    * This idea will require implementation across multiple Sierra releases.

    Functional Requirements (what does it need to do?)

    ● Accepts ZIP+4 formats: #####-####, ##### ####, #####—####, ##### - ####, ##### - ####.
    ● Normalizes to #####-####.
    ● Ignores whitespace variations.
    ● City and region/state fields correctly populated.
    ● Identifies address_line1 and address_line2.
    ● Parses city, region/state, ZIP even if placed on separate lines.
    ● Supports no-comma entries using token pattern detection.
    ● Trims whitespace.
    ● Normalizes punctuation.
    ● Standardizes casing on city and region/state.
    ● Country detection logic configurable.
    ● Normalizes valid patterns.
    ● Parser generates confidence scores.
    ● Prompts display when below threshold.
    ● Quick-edit preview provided.
    ● Existing records unchanged.
    ● New parsing applies only on add/edit.
    ● Create Lists and SQL behaviors remain intact.
    ● Accepts Canadian postal codes (A1A 1A1).
    ● Accepts UK postal formats.
    ● Accepts Australian postal formats.
    ● Accepts New Zealand postal formats.
    ● Support plug-in pattern libraries for more countries.
    ● Bulk reparse tool for legacy addresses.

  10. 27 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● The last circ activity date will be updated when a vendor uses the patron validate API to authenticate a patron.
    ● Vendor roles shall be provisioned with the minimum permission required to perform authentication flows only.
    ● Vendor roles shall not have authorization to read, search, list, update, delete, or otherwise access patron records.
    ● Any attempt by vendor roles to access patron-related resources shall be denied and logged.

  11. 26 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release*
    *This idea will require implementation across multiple Sierra releases.

    Functional Requirements (what does it need to do?)

    ● Staff can save a Global Update command as a reusable profile.
    ● Profile includes fields, values, filters, and safety settings.
    ● Scheduler can select a saved Create Lists query and Global Update profile.
    ● Scheduler runs query → generates list → applies update.
    ● Logs success, failures, and affected record counts.
    ● Permissions control profile creation/editing.
    ● Detailed audit logs are kept.
    ● Preview/dry-run mode available.
    ● Dashboard or log shows job name, status, next run, last run, error logs.

  12. 64 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● Timestamp and user ID automatically added to notes and messages added to patron and item records by library staff.
    ● Stored as formatted metadata at the beginning of the note or message field
    ● Displayed in staff UI and API.
    ● Existing notes remain unchanged.
    ● User can delete notes and messages using standard Sierra delete commands.
    ● New storage for datestamp may be needed to be able to search

  13. 33 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● New configuration option exists: OFF (default), ALLOW_IF_ANY_ORDERS_EXIST.
    ● When enabled, Sierra allows holds under the configured rule set.
    ● Given a bib has at least one on-order item when a patron attempts to place a hold, then the system allows the hold.
    ● The hold is added to the queue attached to the bib record or designated holdable item type per existing policy.
    ● No requirement to move Lucky Day items to a separate bib.

  14. 17 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.7 release

    Functional Requirements (what does it need to do?)

    ● When no exact match is found, the system offers “Did You Mean” suggestions or similar items.
    ● Suggestions are based on common misspellings, phonetic similarity, or fuzzy matching.
    ● Staff can quickly rerun the search using a suggested term without retyping.

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● When no exact match is found, the system offers “Did You Mean” suggestions or similar items.
    ● Suggestions are based on common misspellings, phonetic similarity, or fuzzy matching.
    ● Staff can quickly rerun the search using a suggested term without retyping.

  15. 48 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    • The software Sierra uses for print templates has been updated to a recent version and print templates have been tested for compatibility with the print templates provided in previous versions of Sierra.

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.5 release

    Functional Requirements (what does it need to do?)

    • The software Sierra uses for print templates has been updated to a recent version and print templates have been tested for compatibility with the print templates provided in previous versions of Sierra.

  16. 43 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● The payment lock message clearly states that another station has the patron record open.
    ● Staff are informed of which actions (e.g., payment, adjustment) are temporarily unavailable.
    ● The message includes a suggestion to close the record on the other station to unlock payment functionality.
    ● Staff can retry accessing the payment function after the record is closed elsewhere.

  17. 26 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.6 release

    Functional Requirements (what does it need to do?)

    ● The new Stat Group field as provided as an optional field in the API key creation UI.
    ● When creating a new API key, the user can assign a stat group to be used by the API key
    ● If no stat group is assigned to the API key, the stat group will default to stat group 0.
    ● Actions taken by the REST API will use the stat group associated with the key unless explicitly set otherwise in the request.
    ● Desirable: provide a way to retroactively assign a stat group to existing API keys.

  18. 11 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    This is possible today in Polaris for both voice and SMS messages. It would require architectural changes in Sierra to send a second overdue for telephone notices but is possible now for SMS notifications.

  19. 31 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.5 release

    Functional Requirements (what does it need to do?)

    • Orders displayed in the “purchase orders to FTP” queue will include an order sent column to show the order has already been sent to a vendor.
    • Sent orders can be highlighted on the display in a user-defined color according to a user preference.
    • If orders that have been sent are selected to send again, a pop-up message containing the text "File contains previously sent orders. Do you wish to proceed?" appears when individual orders are packaged together into a single file for uploading to the vendor.
    • The message allows the staff member to back out and remove any previously-sent orders before proceeding or continue.
    • The text of the pop-up is internationalized so it can be translated into multiple languages.

  20. 36 votes

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    AdminMike Dicus (Product Manager, Innovative) commented  · 

    MEEP candidate for the Sierra 6.5 release

    Functional Requirements (what does it need to do?)

    • In the Global/Rapid Update functions, the list of review files to select as the target set of records is augmented with the "system-generated review files" available on the system, in the same way as the Create Lists "copy review file" action.
    • A Global/Rapid Update task that targets a "system-generated review file" processes all the records in that file at the time it was selected. In other words, any subsequent updates to that "system-generated review file" (records added/removed, etc.) are not visible to the running Global/Rapid Update process.
    • After the Global/Rapid Update process completes, any data related to the record range has been cleaned up (e.g., temporary files deleted, transient review files cleared, etc.).
    • Existing review files in Create Lists are not used/modified by the Global/Rapid Update process.

    AdminMike Dicus (Product Manager, Innovative) shared this idea  · 
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