2024-07-10 Status Meeting

Email group

• clearview@marmot.org

• All emails regarding the implementation should be sent to this group and the group will be copied on all responses.

• All Clearview staff that were listed in the Configuration Information document are included in the email group

Referencing 949 for item data instead of 852

• Ignore 949s with location ONORD?

  • ~100 items with this value

Indexing and mapping

• Statuses and grouped-copies statuses now in place

  • 949$e for status seems to be correct

• Combination of ‘Collection’ and ‘Assigned branch’ to create shelving location

• Material Type indexed into itype facet

• Format Category Map in place

• Suppress ILL- INN-Reach collection

Format Determination Revisited

• Seems like records are likely robust enough to use Marmot-style format determination

• Format determination logic for Marmot-style

Itemless Records

Open

• ~ 2757 itemless bibs that look to represent non-econtent

Polaris API

• /authenticator/patron endpoint doesn’t set AuthExpDate

  • Typically we’ll see a token expiration date – is this intentional?

  • Documentation states that the default expiration token is 24hrs

API integration progress

• Authentication is mostly pinned down, but still in progress

  • Bulk of API work will be reliant on this

• Subtler points of the API

  • Tokenless return?

  • Determine how Organization is used in the APIs

    • These will likely play a role in circulation and hold actions

• Other actions e.g. place hold, view checkouts, etc. seem to be straightforward

Tumblebook record set

• Records look okay generally

• Talk with vendor about 856 access links to see if they should actually do auto-login with library admin access