2024-08-07 Status Meeting

 Date

Aug 7, 2024

Zoom connection information

 Discussion topics

Topic

Notes

Topic

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 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)

    • <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

  • { "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)/" } ] }
  • { "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