2024-07-24 Status Meeting

 Date

Jul 24, 2024

Zoom connection information

 Discussion topics

Item

Notes

Item

Notes

Clarifying display for “Registered at” and
preferred pickup branch

  • Registered at doesn’t really matter to patrons

  • Preferred pickup branch should crosswalk to “Home Library”

    • Home library label should probably display as Preferred Pickup Location (if possible)

  • Patrons should be able to update their preferred pickup branch

In Polaris will Library system will always be 1?

  • Is the library level always a single library or can Polaris handle more than one library?

    • Seems there’s some structure to accommodate consortiums

  • Library system

  • Repurpose scope to reference Library ID for Polaris integrations

API response for INNReach

  • InnReach/ILL checkouts

    • Will the FormatDescription of the checkout record always be set to "Interlibrary Loan"?

    • Set up by Clearview as format description for ILL/InnReach

    • No virtual record for INNReach in Polaris

      • Creates an actual MARC record

      • Might be a process to clean up ILL records?

        • Possibly have circ/ILL staff walk us through the processes if we need further information

    • Use API response for ILL records only if marc record doesn’t exist.

OverDrive collection enabled

  • Extraction in place and running

  • Magazine Issue extraction not yet ran.

Additional notes

  • Daily extraction file delivery work is under way

    • III will have issues connecting until which point we make a firewall allowance on the FTP server

  • Pascal’s next step will be getting started on the bib extraction via API

    • Full update emails will copy it@clearview for production

  • Hosted Polaris

    • Upgrades have the potential to change IPs, which won’t be as disruptive

    • Any changed URLs will be disruptive, but the likely won’t change the URLs we’re referencing

 Action items

 Decisions