Sierra November 2026 (6.7) Release Notes

The Sierra November 2026 Release went into general release on November 2, 2026.

Each version of The Sierra November 2026 Release will display in the Help | About section of the SDA as follows:

  • Sierra 6.7 (November 2026 Release), released November 2, 2026: Sierra 6.7.0_3

Any library running Sierra 6.6 or older that preps for update to the Sierra 6.7 release after November 2, 2026, noon PDT will receive version Sierra 6.7.0_3. For further information about what fixes are included in Sierra 6.7.0_3, see Library Software Known Issues.

Sierra 6.7 Features

Descriptions Recommend Pre-Upgrade Action Recommended Post-Upgrade Action

Use Spine Label Print Templates in Create Lists

Libraries can now print spine labels directly from Create Lists review files using the new File → Print Spine Labels option. This provides a more consistent labeling workflow and supports customization of label layout, fonts, spacing, and label types. Staff can also save spine labels to review files for printing later, making it easier to manage large labeling projects.

Requirements & Configuration

  • Spine label print templates must already be configured.

  • No new permissions are specified.

  • To save labels for later printing, staff can add selected items to a review file.

None Confirm that print templates are enabled for printing spine labels.

Update Patron Activity During Patron Validation

Libraries can now optionally update a patron's "Last Circulation Activity Date" when the patron authenticates through the Patron Validate API. This helps libraries identify active users of electronic resources and avoid removing actively engaged patrons from the system.

Requirements & Configuration

  • The feature is optional and disabled by default.

  • Administrators must enable the new "update circ activity" option on the Patron Validate API role.

  • The option can be added to both new and existing API keys through the Sierra Admin App.

None Use the Admin App to update existing Sierra API Keys with the new option to update circ activity when performing patron validation via API.

EDIFACT Orders Support for Buyer Contact Information

Sierra 6.7 adds support for Buyer Contact information in vendor records to simplify Amazon Business EDI ordering and improve order processing workflows. Libraries can now store one or more buyer contacts, including name and email address, and select the appropriate contact when submitting EDI orders through Print/Send Orders. If only one buyer contact is configured, Sierra automatically selects it for added convenience.

When an order is transmitted, the selected buyer contact is included in the EDI ORDERS message header, allowing Amazon Business to associate orders with the correct library user, provide order confirmations, and support returns processing. This enhancement helps libraries meet Amazon Business EDI requirements while streamlining acquisitions workflows.

Configuration Required

  • Add one or more Buyer Contacts to vendor records that require buyer name and email information, such as Amazon Business.

  • No configuration changes are required for vendors that do not use buyer contact information.

  • No new permissions are required as part of this enhancement; the feature is available within existing vendor and EDI ordering workflows.

None Add one or more Buyer Contacts to vendor records that require buyer name and email information, such as Amazon Business. Remove the buyer contact information from the Receiving Location (RLOC) record that was previously used with Amazon Business.

Managed Holds Report includes Pickup Date Range

The pickup date range has been added to the header of the Managed Holds report.

None None

Add Birthdate to Patron Search Results

Libraries can optionally display patron birthdate information in patron search results to help staff distinguish between patrons with similar or identical names. Administrators can choose whether to display the month, day, year, or any combination of those elements to support local privacy requirements.

Requirements & Configuration

  • Configure in Admin App → Back End Management → System Options → Birthdate in Browse.

  • Administrators control which parts of the birthdate are visible.

  • No additional staff permissions are required.

None Configure the birthdate to appear in patron search results in Admin App → Back End Management → System Options → Birthdate in Browse.

Rapid Update Workflow Improvements

When using Send To → Rapid Update from Create Lists, Sierra now preserves the selected review file even after staff adjust Rapid Update options. This reduces repetitive work and speeds up bulk record maintenance tasks.

Requirements & Configuration

No configuration changes or new permissions required.

None None

Clear Holdshelf User Experience Improvements

Sierra now displays a loading indicator when staff view or clear expired holds. This provides clear feedback during long-running operations and improves the overall user experience when processing large hold lists.

Requirements & Configuration

  • No configuration changes or new permissions required.

None None

Telephone Notifications Terminology Update

Sierra now uses the generic term Telephone Notifications instead of Teleforms-related terminology. This creates a more consistent experience regardless of which telephone notification solution a library uses.

Requirements & Configuration

  • Existing permissions remain in place but have updated names and descriptions.

  • Permissions 389, 399, and 400 were updated to reflect the new terminology.

None None

NCIP Support for OCLC Tipasa

Sierra's NCIP responder now supports ISBN-based matching for OCLC Tipasa requests, improving interoperability and simplifying interlibrary loan workflows. Both 10-digit and 13-digit ISBNs can be matched automatically to the appropriate bibliographic records.

Requirements & Configuration

  • Enabled by default.

  • No new permissions required.

None None

Item Cost in Notice Data Sent to LX Starter

The item price has been added to notice data sent to LX Starter so that it can be included in notices sent to patrons.

LX Starter must provide a merge tag for this data before libraries will be able to add it to their notice templates.

None None

Improved System Information Loading Feedback

System Information pages in the Admin App now include loading indicators while data is being retrieved, making it easier to understand when information is still loading versus ready to view.

Requirements & Configuration

  • Requires JavaScript to be enabled in the browser.

  • No additional permissions required.

None None

Acquisitions/Serials Status in Admin App

The Acquisitions/Serials Status feature has been migrated from Admin Corner to the Admin App, providing access through a modernized interface while maintaining existing functionality.

Requirements & Configuration

  • Users must have access to Back End Management within the Admin App.

  • Existing Admin Corner functionality remains available.

None Add access to the Admin App to staff logins as needed.

Network Access Management in Admin App

Network Access administration has been migrated into the Admin App, allowing authorized administrators to view and manage network access rules through a graphical interface rather than file-based administration tools.

Requirements & Configuration

  • Users must have access to Back End Management within the Admin App.

  • Requires Permission 30 (Passwords and Authorizations).

  • Users without authorization can see the menu option but cannot access the functionality.

None

Add permission 30 (Passwords and Authorizations) to staff logins as needed.

Add access to the Admin App to staff logins as needed.

Locations Served Management in Sierra

Libraries can now manage Locations Served relationships directly within Sierra through an intuitive interface that replaces manual file editing. Staff can add, edit, delete, rename, and reorder entries and associated location codes.

Requirements & Configuration

  • Requires Permission 652 (Edit Branches).

  • Users without this permission cannot access or modify Locations Served settings.

None Add permission 652 (Edit Branches) to staff logins as needed.

Edit M.MARCLOAD.LOCAL in Sierra

Libraries can now manage LOCAL load profile menus directly in Sierra through the Load Tables interface, simplifying the administration of locally created Data Exchange load profiles.

Requirements & Configuration

Requires Permission 711 (Edit Load Tables).

The Load Tables function must be added to a workflow if it is not already available.

None

Add the Load Tables function to staff workflows as needed.

Add permission 711 (Edit Load Tables) to staff logins as needed.

Improved Checkout Limits for INN-Reach and Rapido Virtual Items

Patron Checkout Limits now count only actively checked-out INN-Reach and Rapido virtual items, improving accuracy and ensuring checkout restrictions reflect actual borrowing activity.

Requirements & Configuration

  • No new configuration required.

  • Existing Patron Checkout Limits configuration continues to apply.

None None

Rapido Download Offset Support

Libraries can configure a download offset for Rapido transaction processing, allowing Sierra to check a recent past interval and reduce the likelihood of missing delayed transaction updates.

Requirements & Configuration

  • The Rapido download interval setting needs to be configured by Clarivate Support.

  • Supports the format x:y, where the second value defines the look-back offset.

None Contact Support to configure the Rapido download interval setting as needed.

Help Link in Sierra Client

The Help > Manual link in the Sierra client links to the new Clarivate Academia & Government Software Knowledge Portal.

None None

Tickler Date Validation

Sierra now provides date validation and calendar-based date selection for Tickler dates, helping prevent invalid entries that can disrupt scheduled Tickler processing.

Requirements & Configuration

  • No additional permissions required.

  • Validation and date-picker behavior varies slightly between SDA and Sierra Web.

None None

Use UPC to Display Cover Images in Sierra Client

Sierra can now retrieve cover images using UPC values when ISBN identifiers are not available. This improves visual display for media collections and other non-book materials when searching in the SDA or Sierra Web.

Requirements & Configuration

  • No changes to configuration are required.

  • UPC lookup is used when ISBN identifiers are not present.

None None

Improved Z39.50 Database Name Display

The Select Databases screen in SDA now displays longer Z39.50 server names without truncation, making it easier for cataloging staff to identify external search targets.

Requirements & Configuration

  • No configuration changes required.

  • No new permissions required.

None None

Accessibility Improvements

This release includes additional accessibility enhancements in the Sierra Desktop Application, addressing WCAG 2.1 AA requirements related to screen reader support, keyboard navigation, form controls, and content sequencing.

Requirements & Configuration

  • No configuration required.

  • Improvements are available automatically after upgrade

None None
     

 

Sierra 6.7 System Changes

Descriptions Recommend Pre-Upgraded Action Recommended Post-Upgrade Action

JasperSoft Studio Software Update

Sierra now supports an updated Jasper Reports Library (v6.21.5), helping ensure continued compatibility, security, and long-term support for reporting and notice generation. This update allows libraries to benefit from a modern, maintained reporting platform while preserving compatibility with existing report and notice templates.

None

Download Jasper Reports Library v6.21.5 for staff users that will be modifying print templates in Sierra.

JasperReports Library

Review output of print templates and adjust margins or fonts as needed.

Automatic SSL Certificate Renewal

Sierra 6.7 expands support for automated SSL certificate renewal in Software Only environments through updated documentation and examples. This helps administrators implement hands-free certificate renewal using common ACME tools while retaining flexibility in their preferred solution.

Requirements & Configuration

  • Intended for Software Only customers.

  • Administrators must configure their own renewal tooling (such as ACME-based solutions).

  • Hosted customers continue to have certificate management handled by Clarivate.

None

None. To update certificates, review and follow the instructions in the Sierra documentation: Certificate Update Utility

 

Known Issues

Please visit the Library Software Known Issues for information on issues fixed in the Sierra November 2026 release (v6.7). For a complete list of existing Known Issues from Sierra 6.0 through the present release, see Library Software Known Issues.

Preparing to update your system

System Requirements

The Sierra November 2026 release (v6.7) will require Red Hat or Oracle Linux version 8 or 9. During the Prep Phase, the Sierra 6.7 self upgrade checks for the required Operating System and Red Hat Network requirements and will fail if those requirements are not met. Details are contained in the Sierra Self-Upgrade guide.

Red Hat Network Access to several repositories and new packages are needed and the upgrade process for Sierra 6.7 will automatically issue Linux package install requests for required packages. By issuing these requests automatically during the upgrade, if the system being upgraded to Sierra 6.7 is subscribed to the Red Hat Network (or has otherwise been configured to have online access to a repository of operating system packages) at the time of the Sierra 6.7 upgrade, the package additions for Sierra 6.7 will be made automatically and no action is required on the part of the library even for those libraries ordinarily responsible for operating system updates.

For more information on the Sierra Upgrade External Access, Package, and Maintenance Requirements, please see the Sierra Self-Upgrade guide.

Release Notes

Release notes include software behavior changes introduced in the update (some may have implications for training or data review prior to upgrade), any actions library staff should take prior to or just after updating the system, and notification of new features and other enhancements included in the update.

After you restart the upgrade process via Admin Corner to begin the Commit Phase, you will see a prompt before you reboot the server into maintenance mode. The prompt is for a passkey that you can obtain from CSDirect (https://csdirect.iii.com/custconv-aws/) using your login credentials, allowing for software upgrade.

If you have Encore, we highly recommend that you upgrade your Encore to Encore 6.7 soon after installing Sierra 6.7 to keep both Sierra and Encore up to date on the latest and aligning software. For Sierra API users who also have the Patron Update Web Service, additional configuration may be necessary to enable all functions in the Sierra API. Please contact Customer Support if you are having trouble updating patron information using the Sierra API.

Actions staff must take

This update consists of a Prep and a Commit Phase. The Commit Phase will require approximately 30 minutes to 1 hour of downtime and a reboot of the Sierra servers (application and database). A full backup (both application and DB servers) is required within 24 hours of the Commit Phase. Please review your backup schedule and choose the day/time for the Commit Phase accordingly. Note, if you own an Encore server, it will also be inaccessible during the Commit Phase.

At the end of the Prep Phase, the update process checks for a successfully completed backup within the last 24 hours and will alert you of potential problems. For customers on 5-day backup schedules, this may indicate that the Prep Phase ran on a day outside the normally scheduled backup. This same check is also performed at the beginning of the Commit Phase. You will not be able to proceed with the Commit Phase until a successful backup is verified.

Updating Your System

If you are a Hosted Sierra system or a Combo (single server) Sierra Training system, please schedule the update with Support. Submit the Sierra Upgrade Request form.

For libraries running Sierra 4.3 or newer, you can self-upgrade via the Admin App. Please visit the Sierra Self-Upgrade guide.