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Notes

Update links in “Library Items” reminder emails

generated by Polaris/LX Starter

  • Several links point to current catalog

  • Can they be changed?

    • Yes!

    • This will need to be a go-live task.

Self-registration

  • City selection

    • Is ILS setting? It is set up in LEAP(?)

      • use text input for city.

    • Current registration has a list of cities. Do we need to recreate the list?

      • NO

    • Do we need to account for the the Country field?

      • Does Canada need to be a country option?

      • NO.

  • Error when submitting self-registration; returning an error -1 “Password Invalid”

    • Marmot staff to provide language to Clearview staff for III request

PIN reset

  • There’s no obvious path to recreate the “Forgot password” functionality via the Polaris API.

    • Can update patron PIN from the account in Pika (available in the API) from a logged in patron

    • No protected method to reset the PIN via email

    • Can we request a feature request from III to include this in the API?

  • Will redirect to classic catalog in interim

    • Marmot staff to provide language to Clearview staff for feature request from III

eCommerce

  • Direct out to classic catalog for fine payment

User profile
    • Marmot needs the exact URL to direct users to for fine payment

Target audience mapping

Spreadsheet questions

In library use only status problem

  • Marc Export not reporting this status:

    • bibId:

    • exported item data : status subfield e = 1 (In/Available) not 20 (in library use only)

      Code Block
      949	 |a 3 |b 74 |f 61922 |e 1 |h 364.15 |i ONE |k REF |o 3 |p 30214100767285 |r 1 |u 1 |w 4 |y 2 |0 17.95 |j 3 |4 1 |5 0 |7 1 |g 1
    • item API call does have the correct status: /synch/item/61922

      Code Block
      {
        "PAPIErrorCode": 1,
        "ErrorMessage": "",
        "ItemGetRows": [
          {
            "LocationID": 3,
            "LocationName": "Windsor Library",
            "CollectionID": 74,
            "CollectionName": "Reference",
            "Barcode": "30214100767285",
            "PublicNote": null,
            "CallNumber": "REF 364.15 ONE",
            "Designation": null,
            "VolumeNumber": null,
            "ShelfLocation": null,
            "CircStatus": "IN LIBRARY USE ONLY",
            "LastCircDate": null,
            "MaterialType": "Book",
            "TextualHoldingsNote": null,
            "RetentionStatement": null,
            "HoldingsStatement": null,
            "HoldingsNote": null,
            "Holdable": false,
            "DueDate": null,
            "ItemRecordID": 61922,
            "BibliographicRecordID": 71262,
            "IsDisplayInPAC": true,
            "CreationDate": "/Date(1050352455000-0600)/",
            "FirstAvailableDate": "/Date(1050352455000-0600)/",
            "ModificationDate": "/Date(1610741124013-0700)/"
          }
        ]
      }
    • Bib API call with include items also doesn’t report “IN LIBRARY USE ONLY” status /synch/bibs/MARCXML?bibids=71262&includeitems=1
      item record marcxml 852, circstatus subfield e = 1

      Code Block
              <marc:datafield tag="852" ind1=" " ind2=" ">
                  <marc:subfield code="a">3</marc:subfield>
                  <marc:subfield code="b">74</marc:subfield>
                  <marc:subfield code="d">61922</marc:subfield>
                  <marc:subfield code="e">1</marc:subfield>
                  <marc:subfield code="f">3</marc:subfield>
                  <marc:subfield code="g">30214100767285</marc:subfield>
                  <marc:subfield code="i">4</marc:subfield>
                  <marc:subfield code="j">2</marc:subfield>
                  <marc:subfield code="k">1</marc:subfield>
                  <marc:subfield code="l">0</marc:subfield>
                  <marc:subfield code="m">REF 364.15 ONE</marc:subfield>
                  <marc:subfield code="r">1</marc:subfield>
                  <marc:subfield code="z">1</marc:subfield>
              </marc:datafield>
    • MARC export not generating circ status for “in-library use” (at least) items

    • Please investigate status values for items that should be in-library use only in Pika and report any issues you notice

bibliographic extraction

  • Item record representation comes in three ways

    • full export - most complete

    • marcxml include Item info - second most complete, but not all from fields as above

    • item API call

Finalizing settings

  • Ashley and Beth meeting?

    • Friday 09.27 10 AM

    • Beth to make changes in production site and we’ll review

Confirmation of display

  • Holds appear as expected in ILS

  • Self-reg users appear as expected in ILS

Additional notes

✅ Action items

  •  Clearview to request password reset call in the Polaris API from III
  •  Clearview to confirm self-registration errors returned from API with III
  •  Clearview staff to pass along correct Fine Payment URL
  •  Searchbox for web developer https://marmot-support.atlassian.net/l/cp/sANcRgjQ
  •  Pascal Incorporate Polaris shelf location translated value into Copies Location

⤴ Decisions