2024-07-17 Status Meeting

Materials request system

• Existing handling for materials requests

  • Email webform currently

• Pika has an available materials request system

  • Configuration

  • Admin

  • Patron documentation

Notifications/delivery Policies

• What preferences/options are offered?

  • Email, text, or phone call

    • Phone option isn’t selectable by patrons

    • Phone is technically not option, trying to sunset option

  • No mailed notices

• No default options

  • API options for notification/delivery

    • 1 - Mail (not used)

      2 - Email

      3 - Phone 1 (phone call)

      4 - Phone 2 (not used)

      5 - Phone 3 (not used)

      6 - Fax (not used)

      8 - Text Message (text)

  • If text message is selected, phone 1 needs to be set

Polaris API

• Username vs Barcode

  • Both can be used for login and username are avail

  • Patrons currently set username via a webform and there’s no way to reset it

    • Usernames are not stored in the ILS

• Some dates are returned in Microsoft format.

  • In appsettings.user.json please check that JSONDateFormat is set to ISO.

    • Shouldn’t be happening anymore, III made updates on 07.15

Polaris patron options

• E-receipts

  • E-receipt format (plain, html)

  • Does this need to be built in?

  • After checking out, patrons can configure e-receipts

• Hold pickup branch

  • API includes a separate preferred pickup location in patron record (not home library)

  • Hold pickup library should be set as the ‘home library’ in Pika

• Registered at field = home library (kind of)

  • Most patrons don’t really have a home library

  • Don’t want to change their registered at library

• User defined fields

  • Are they used?

    • User 1 - User 5

  • From Beth’s email on 7/18

  • User 1 = Responsible Party Name

  • User 2 = Responsible Party Phone

  • User 5 = Alternate ID (probably not used)

• Freeze out on 5 failed login attempts then frozen for 5 minutes

  • This is what the API says, might be a setting

  • How is the account login unfrozen?

  • Current settings are after 5 attempts then frozen for 5 minutes

• Patrons can update their address in the catalog and should be able to in Pika

• Is there account linking?

  • “Associated” accounts within Polaris

Test patron

• Need a test patron with

  • Notes

    • Patrons should not see notes (internal use only)

    • Don’t display!

  • Fines

  • Checkouts

  • Holds

  • Blocks (later)

• The account should have the ability to

  • Place, freeze and cancel holds

  • Renew checkouts

  • Checkout e-resources

Checkouts

• ILS econtent

• Need an ILL/Prospector checkout to confirm functionality

Handling/translations for statuses

• Transferred

  • In-transit hold

• Lobby Stop/BAM

  • BAM = books and more

  • On-display off-site

  • Unavailable to most patrons

  • Display as checked out

• Routed

  • Kind of like in-transit?

    • Related to storage transfers (probably)

  • Currently unavailable

  • Won’t fulfill holds

Review Item Status translations

• Grouped item status has translations for more specific item status

Adding grouped item status for “Shelving”

• Ranked as higher than checked out and lower than “in library use only”

• “Recently returned” will be more familiar

• New distinction that we don’t currently have handling for

Format Determination

• Previous index had basic default format handling

• Some conflicting determinations

Patron Messages

• Are messages used to communicate with patrons?

  • Holds, due soon, fines, etc?

  • Likely not used

• Is it a 2 way communication (can patrons respond)?

  • No

• No patron messages were found in the ILS (from email on 7/18)