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Notes

full export

  • getting delivered nightly

  • time generated and time delivered is different

    • Pascal had adjusted settings to start processing at 2am

bibliographic extraction

  • Initial assessment of API is good; the type of calls needed is available

  • Item record data will have a couple complications;

    • Initial assessment of API is good; the type of calls needed is available

    • Item Item record data will have a couple complications;

      • bibs data with item record info included has most of the subfields needed but not all (none of the numeric subfields seem to be present)

    • Code Block
              <marc:datafield tag="852" ind1=" " ind2=" ">
                  <marc:subfield code="a">3</marc:subfield>
                  <marc:subfield code="b">94</marc:subfield>
                  <marc:subfield code="d">9188</marc:subfield>
                  <marc:subfield code="e">2</marc:subfield>
                  <marc:subfield code="f">3</marc:subfield>
                  <marc:subfield code="g">30214101886357</marc:subfield>
                  <marc:subfield code="i">7</marc:subfield>
                  <marc:subfield code="j">0</marc:subfield>
                  <marc:subfield code="k">1</marc:subfield>
                  <marc:subfield code="l">0</marc:subfield>
                  <marc:subfield code="m">LUCKY DAY COLORADO</marc:subfield>
                  <marc:subfield code="r">1</marc:subfield>
                  <marc:subfield code="z">0</marc:subfield>
              </marc:datafield>
  • item record calls include needed data; but elements have translated values rather than codified values

  • Code Block
    {
      "PAPIErrorCode": 1,
      "ErrorMessage": "",
      "ItemGetRows": [
        {
          "LocationID": 3,
          "LocationName": "Windsor Library",
          "CollectionID": 94,
          "CollectionName": "Lucky Day",
          "Barcode": "30214101886357",
          "PublicNote": null,
          "CallNumber": "LUCKY DAY COLORADO",
          "Designation": null,
          "VolumeNumber": null,
          "ShelfLocation": null,
          "CircStatus": "Out",
          "LastCircDate": "Aug  2 2024 ",
          "MaterialType": "Explore Kit",
          "TextualHoldingsNote": null,
          "RetentionStatement": null,
          "HoldingsStatement": null,
          "HoldingsNote": null,
          "Holdable": false,
          "DueDate": "Aug 16 2024 11:59PM",
          "ItemRecordID": 9188,
          "BibliographicRecordID": 10311,
          "IsDisplayInPAC": true,
          "CreationDate": "/Date(1465851527000-0600)/",
          "FirstAvailableDate": "/Date(1465851527000-0600)/",
          "ModificationDate": "/Date(1680614205660-0600)/"
        }
      ]
    }
  • Code Block
    {
      "PAPIErrorCode": 6,
      "ErrorMessage": "",
      "ItemGetRows": [
        {
          "LocationID": 3,
          "LocationName": "Windsor Library",
          "CollectionID": 94,
          "CollectionName": "Lucky Day",
          "Barcode": "30214101886357",
          "PublicNote": null,
          "CallNumber": "LUCKY DAY COLORADO",
          "Designation": null,
          "VolumeNumber": null,
          "ShelfLocation": null,
          "CircStatus": "Out",
          "LastCircDate": "Aug  2 2024 ",
          "MaterialType": "Explore Kit",
          "TextualHoldingsNote": null,
          "RetentionStatement": null,
          "HoldingsStatement": null,
          "HoldingsNote": null,
          "Holdable": false,
          "DueDate": "Aug 16 2024 11:59PM",
          "ItemRecordID": 9188,
          "BibliographicRecordID": 10311,
          "IsDisplayInPAC": true,
          "CreationDate": "/Date(1465851527000-0600)/",
          "FirstAvailableDate": "/Date(1465851527000-0600)/",
          "ModificationDate": "/Date(1680614205660-0600)/"
        },
      ....

patron information/integration progress

  • login should be working as expected

    • some other actions might be unavailable

  • hold/checkout display

  • hold freezing/cancellation

  • to come

    • patron creation/self-reg

    • patron record modification via Pika

  • language preference

    • is this used? what does it do?

    • not currently used by Clearview

      • don’t offer notices or other communication is other languages

Additional notes

  • Timeline updates

    • More realistic timeline will be a go-live with patrons near end of September

      • Committed release in early September

      • Do not want to release to staff until patron integration

    • Target 09.17/ 09.18 for staff training

    • Target week of 09.23 for full go-live

    • Staff review period most likely the week before training

      • Target week 09.09

    • Spinning up production server on the docket

  • Production URL request is pika.clearviewlibrary.org

    • DNS will need to be updated

    • Webmaster will have to put in redirects if library wants to maintain current URL for new catalog

    • Could also use/create location specific URLs for OPAC mode (rather than using IPs)

  • Polaris API has calls for user lists and reading history

    • Patrons cannot enable reading history on their own in Polaris

      • We will investigate if we can import reading history from ILS

        • Opt in/out option

      • Pika reading history is separate from the ILS reading history

        • ILS, Overdrive, Hoopla, and ILL loans will appear in Pika reading history

        • Pika reading history is built on grouped works

    • We can theoretically import lists from the old catalog

✅ Action items

⤴ Decisions

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