2024-08-21 Status Meeting

Cancel by date not in Polaris API

• doesn’t offer in the public side

  • defaults to 1 year

  • can be done on the staff side

Translations for holds

• frozen/inactive freeze/suspend

  • Suspend

  • Status = inactive

• thaw/reactivate thawed/active

  • Reactivate

  • Status = Active

Patron Username

• No reliable way to get patron user names for display on Account profile page

• Clearview TODO: Request reporting user name in API

• Marmot TODO: Implement section for creating/update usernames

Bibliographic Extraction

• Bib deletion completed

• Fetching: New bibs done except for transformation of item tags

• Fetching: Updated bibs done except for transformation of item tags

• Reported item tags from MARC XML are different than what’s in the export

  • Will have to transform and translate

• Remaining tasks

  • deleted items

  • new/updated items

  • replacement IDs

    • Bib level data point

    • If a record is replaced or overlaid, the replacement ID changes

Item-level holds

• Polaris has an allowance for bib level holds for all records, including serial records where an item level hold would be preferred

• API doesn’t provide a reliable data point to use as a trigger for item level holds

• How do we determine how to initiate the item level hold when needed?

  • Mat type magazine might be promising

Order Records

• Please review order records in Pika

• Pika Search filter by “Added in the Last:” “On Order”

Pika Training dates

• Leave afternoon of the 9/18 for training other staff

  • 9/18 8:30 to noon; lunch; 1pm to 3:30pm

  • 9/19 9am to noon; lunch; 1pm to 3pm