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<h1><a name="kanchor1592"></a><a name="INN-Reac"></a>INN-Reach Reports</h1>
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<p>Polaris libraries that use INN-Reach integration can generate reports to assist in tracking items borrowed or loaned through INN-Reach. These reports are listed under <b>Utilities > Reports and Notices > Circulation > INN-Reach</b>.</p>
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<p> Libraries using INN-Reach integration can also use the ILL Report, <span class="FM_BulletHead">Unclaimed ILL Items</span>, to list the unclaimed ILL items with a HoldTillDate less than the date on which the report was generated. See: <a href="../../Polaris_Basics/PIreports/ILL_Reports.htm#Interlib">Interlibrary Loan Reports</a>. Another method for finding unclaimed ILL items is to enter a set of SQL search criteria in the Polaris Find Tool. See: <a href="#Finding" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Finding Unclaimed ILL Items</span></a>.</p>
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<p class="NoteShade"><b>Note:</b>
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<br>
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</br>When you select a new report for the first time, you may need to click the Refresh button before the report parameters appear.</p>
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<h2>INN-Reach Reports for the Polaris Borrowing Library</h2>
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<p>The library can use the following reports to track items borrowed from other libraries:</p>
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<p>
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<ul>
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<li><b><a name="kanchor1593"></a>INN-Reach Borrowing In-Transit Too Long </b>- A Polaris borrowing library can use this report to identify INN-Reach ILL items that were shipped from the lending library a specified number of days ago, or more, but have not yet been received. You can set the following parameters:<ul><li><b>Organization</b> - The organization is the branch of the patron who requested the item. Select one or more branches or select <b><All></b>.</li><li><b>Number of days shipped</b> - The number of days since the item was shipped from the lending library and has yet to be received at the borrowing library. For example, if you enter 5 days, the report will include ILL items that were shipped at least 5 days ago from the lending library and still have not been received at the borrowing library.</li><li><b>Group option</b> - The default selection is <b>Group by Patron Branch</b> which groups the report in tables by the branch of the patron who requested the item. Select <b>Not Grouped by Patron Branch</b> to generate the report without the branch grouping. If <b>Group by Patron Branch</b> is selected, the report is grouped and sorted in tables by the patron branch. The heading <b>Patron Branch: [branch name]</b> appears at the top of each table, and within each table the data appears in the following columns, sorted first by the item location, then by the shipped date (ascending order):<ul><li><b>Item Location</b> - The lending library that owns the item. If the item location is not included in the API message, <i>Not Supplied</i> appears in this column.</li><li><b>Call Number</b> - The lending library's item call number</li><li><b>Item Barcode</b> - The lending library's item barcode</li><li><b>Title</b> - The lending library's item title</li><li><b>Patron No.</b> - The borrowing patron's ID</li><li><b>Shipped Date</b> - The date the lending library shipped the item</li></ul><p>If <b>Not Grouped by Patron Branch</b> is selected, the same columns appear on the report as in the grouped version with an additional <b>Patron Branch</b> column on the right. The report is sorted first by item location, then by patron branch, and then by the shipped date (ascending).</p></li></ul></li>
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<li><b><a name="kanchor1594"></a>INN-Reach Borrowing Received Too Long </b>- A Polaris borrowing library can use this report to identify INN-Reach ILL items that were received a specified number of days ago or more but still remain at the library because the patrons who requested the items have not picked them up. The ILL requests linked to these Received items can have one of the following statuses: Recd-Held, Recd-Satisfied, Recd-Transferred, Recd-Used or Recd-Unused. You can set the following parameters: <ul><li><b>Organization</b> - The organization is the branch the patron selected as the pickup branch for the ILL item when the request was placed in the INN-Reach interface. Select one or more branches or select <b><All></b>.</li><li><b>Number of days received</b> - This is the number of days since the item was received. For example, if you enter 10, the report will include the ILL items that were received at least 10 days ago and still have not been picked up and checked out.</li><li><b>Group option</b> - The default selection is <b>Grouped by Pickup Branch</b> which groups the report in tables by pickup branch. Select <b>Not Grouped by Pickup Branch</b> to generate the report without the branch grouping. If <b>Grouped by Pickup Branch</b> is selected, the report is grouped and sorted in tables by the pickup branch. Each table is headed by <b>Pickup Branch: [</b><i style="font-weight: bold;">branch name</i><b>]</b>, and within each table the data appears in the following columns, sorted by the received date (ascending):<ul><li><b>Call Number</b> - The lending library's item call number</li><li><b>Item Barcode</b> - The lending library's item barcode.</li><li><b>Title</b> - The lending library's item title</li><li><b>Circ Status</b> - The item's circulation status</li><li><b>Item Location</b> - The lending library's assigned branch name</li><li><b>Patron Branch</b> - The branch where the borrowing patron is registered </li><li><b>Patron No</b> - The borrowing patron's ID </li><li><b>Received Date</b> - The date the item was received. </li></ul>
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If <b>Not Grouped by Pickup Branch</b> is selected, <b>Pickup Branch</b> is the first column on the left, followed by the same columns as on the grouped report. The ungrouped report is sorted first by the pickup branch, then the received date (ascending).</li></ul></li>
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<li><b><a name="kanchor1595"></a>INN-Reach Borrowing Requested Too Long</b> - A Polaris borrowing library can use this report to identify INN-Reach ILL items that have been requested but still have not been received after a specified number of days past the request date (the date the INN-Reach ILL request became Active). You can set the following parameters:</li>
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<ul>
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<li>
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<p><b>Organization:</b> The organization is the branch of the patron who requested the INN-Reach ILL item from the lending library. Select one or more branches or select <All>.</p>
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</li>
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<li>
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<p><b>Number of days requested</b> - This is the number of days since the item was requested. For example, if you enter 10, the report will include the ILL items that were requested 10 days or more before the report was run and still have not been received.</p>
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</li>
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<li><b>Group option:</b> - The default selection is Grouped by Patron Branch which groups the report in tables by the branch of the patron who requested the item. Select Not Grouped by Patron Branch to generate the report without the branch grouping. If Grouped by Patron Branch is selected, the report is grouped and sorted in tables by the branch of the patron who requested the item. Each table is headed by Patron Branch: [branch name], and within each table, the data appears in the following columns sorted first by the item agency code, then by the requested date (ascending):<ul><li><p><b>Item Agency Code</b> - The item agency code from the API message</p></li><li><p><b>Call Number</b> - The lending library's item call number</p></li><li><p><b>Title</b> - The lending library's item title</p></li><li><p><b>Patron No.</b> - The borrowing patron's ID</p></li><li><p><b>Requested Date</b> - The date the item was requested</p></li></ul></li>
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<p>
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<p>If <b>Not Grouped by Patron Branch</b> is selected, the same columns appear as on the grouped report with an additional Patron Branch column on the right. The report is sorted first by the item agency code, then by patron branch, and then by the requested date (ascending).</p>
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</p>
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</ul>
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<li><b><a name="kanchor1596"></a>INN-Reach Borrowing Returned Too Long </b>- A Polaris borrowing library can use this report to identify INN-Reach ILL items that have been returned to the lending library but have not been received/checked in. You can set the following parameters:<b></b><ul><li><b>Organization:</b> - This is the branch that returned the INN-Reach ILL item to the lending library. Select one or more branches or select <b><All></b>.</li><li><b>Number of days returned:</b> - This is the number of days since the item was returned to the lending library. For example, if you enter 10 days, the report will include INN-Reach ILL items that were returned at least 10 days ago and still have not been received at the lending library.</li><li><b>Group option:</b> The default selection is <b>Grouped by Returning Branch</b>. Select <b>Not Grouped by Returning Branch</b> to generate the report without the branch grouping. If <b>Grouped by Returning Branch</b> is selected, the report is grouped in tables by the branch that returned the item. Each table is headed by <b>Returning Branch: [<i>branch name</i>]</b>, and within each table the data appears in the following columns sorted first by the item location and then by the returned date (ascending):<ul><li><b>Item Location</b> - The lending library that owns the item (item agency - item location from the API message). If the item location is not in the API message, Not supplied appears.</li><li><b>Call Number</b> - The lending library's item call number</li><li><b>Item Barcode</b> - The lending library's item barcode</li><li><b>Title</b> - The lending library's item title</li><li><b>Patron Branch</b> - The branch where the borrowing patron is registered</li><li><b>Patron No.</b> - The borrowing patron's ID</li><li><b>Returned Date</b> - The date the item was returned</li></ul><p>If <b>Not Grouped by Returning Branch</b> is selected, the same columns appear as on the grouped report with an additional Returning Branch column on the right. The data is sorted first by the item location and then by the returned date (ascending).</p></li></ul></li>
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</ul>
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<h2>INN-Reach Reports for the Polaris Lending Library</h2>
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<p>These reports can be used to track items loaned to other libraries:</p>
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<ul>
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<li><b><a name="kanchor1597"></a>INN-Reach Lending Institutional Overdues </b>- A Polaris library using INN-Reach integration can generate this report to see items that were loaned to another library and remain overdue for a specified number of days past their due date. You can set the following parameters: <b></b><ul><li><b>Organization:</b> - Select one or more branches or select <All> to specify the assigned branches for which you want to see overdue items that were loaned out through INN-Reach.</li><li><b>Number of days overdue:</b> - This is the number of days past the due date or the number of days that the item has been in an overdue status. For example, if you enter 10 days, the report lists the items that have been overdue for 10 days or more.</li><li><b>Group option:</b> - The Grouped by Item Location option is the default selection which groups the report in tables by the item's assigned branch. Select Not Grouped by Item Location if you do not want the report grouped. If <b>Grouped by Item Location</b> is selected, the report is grouped and sorted in tables by the name of the item's assigned branch. Each table is headed by Item Location: [branch name], and within each table the data appears in the following columns, sorted first by the patron home library then by the due date (ascending):<ul><li><b>Patron Home Library</b> - The borrowing patron's home library. If the patron's home library is not in the API message, Not Supplied appears.</li><li><b>Patron No. - The borrowing patron's ID</b></li><li><b>Call Number</b> - The lending library's item call number</li><li><b>Item Barcode -</b> The lending library's item barcode</li><li><b>Title</b> - The lending library's title</li><li><b>Due Date</b> - The date the item was due</li></ul><p>If you selected <b>Not Grouped by Item Location</b>, the same columns appear on the report as in the grouped version with an additional Item Location column on the right. The report is sorted first by the patron home library, then the due date (ascending). </p></li></ul><p class="NoteShade"><b>Note:</b><br></br>When the Polaris lending library receives the API message that the item was received at the borrowing library, the item is checked out to the virtual patron and the due date is calculated according to the lending library's circulation policy. Since the due date is based on when the item is received at the borrowing library and not when the patron actually picks up the item, the due date may be earlier than expected.</p></li>
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<li><b><a name="kanchor1598"></a>INN-Reach Lending In-Transit Too Long</b> - This report identifies materials that have been returned in-transit from the borrowing library a specified number of days ago or more, but have not yet been checked back into the lending library. The report is available in the Polaris staff client on the Utilities menu (<b>Reports and Notices > Circulation > INN-Reach</b>). You can set the following parameters:<ul><li><p><b>Organization</b> - The organization is the Assigned Branch of the in-transit items. You can select one, more, or all branches. </p></li><li><b>Number of days in-transit</b> - The least number of days since the item was sent in-transit from the borrowing library and has yet to be checked in at the lending system. For example, if you enter 5 days, the report will include items that were put in-transit 5 days ago or more from the borrowing library and still have not been checked in at the lending system.</li></ul></li>
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</ul>
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<p class="indent4"><b>Item Location</b> headers identify the assigned branch of lending library's item in this report. The primary sort order is Item Location; the secondary sort order is in-transit date (ascending).</p>
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<p class="indent4">Report column headers include the following:</p>
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<p class="indent5">
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<ul style="list-style-type: circle;">
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<li><b>Item Number</b> - The item record ID from the INN-Reach request</li>
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<li><b>Call Number</b> - The lending library's item call number</li>
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<li><b>Item Barcode</b> - The lending library's item barcode</li>
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<li><b>Title</b> - The lending library's item title</li>
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<li><b>Patron Home Library</b> - The borrowing patron's library. The Patron Agency Code and the Patron Home Library are concatenated in this column. If no Patron Home Library is supplied in the API message, the report indicates <b>Not Supplied</b>, for example <b>q5rrr-Not Supplied</b>.</li>
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<li><b>In-Transit Date</b> - The date the borrowing library put the item in-transit</li>
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</ul>
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</p>
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</p>
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<p class="NoteShade"><b>Note:</b>
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<br />Items from non-local INN-reach requests only are included in this report.</p>
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<p>
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<ul>
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<li><b><a name="kanchor1599"></a>INN-Reach Lending Paged Too Long</b> - A Polaris lending library can use this report to identify items that are linked to pending INN-Reach requests but have not been pulled from the shelves and shipped out to the borrowing library. You can set the following parameters: <ul><li><b>Organization:</b> - The organization is the item's assigned branch. Select one or more branches or select <All>.</li><li><b>Number of days paged:</b> - This is the number of days since the date on which the linked hold request was "paged" or updated to Pending. For example, if you enter 10 days, the report will include items linked to INN-Reach requests that were updated to a Pending status at least 10 days ago, but the items have not been shipped out to the borrowing library.</li></ul><p>The data in the INN-Reach Paged Too Long report is grouped and sorted in tables by the item location. Each table is headed by Item Location: [assigned branch name], and within each table the data appears in the following columns, sorted by the paged date (ascending):</p><p><ul style="list-style-type: square;"><li><p><b>Item Number</b> - The item record ID from the INN-Reach request</p></li><li><p><b>Call Number</b> - The lending library's item call number</p></li><li><p><b>Item Barcode</b> - The lending library's item barcode</p></li><li><p><b>Title</b> - The lending library's item title</p></li><li><p><b>Patron Home Library</b> - This column displays the agency code and the patron home library name. <i>Not Supplied</i> appears if the patron home library is not in the API message.</p></li><li><p><b>Paged Date</b> - The date the INN-Reach hold request was updated to a Pending status.</p></li></ul><h2><a name="Finding"></a>Finding Unclaimed ILL Items</h2><p><p>You can generate the Unclaimed ILL Items report, available under Utilities > Reports and Notices > Circulation > ILL to see items that have not been claimed, or you can copy and paste one of the following sets of SQL search criteria into the Find Tool SQL search box:</p><p>To see a list of the unclaimed ILL items in the Find Tool search results:</p><ol><li value="1">Select Cataloging > Item Records.</li></ol><p class="indent2">The Find Tool opens with <b>Item Records</b> selected in the <b>Object</b> box.</p><ol data-mc-continue="true"><li value="2">Select <b>SQL</b> under <b>Search Mode</b>.</li><li value="3">Select and copy one of the following sets of SQL search criteria depending on whether you want to see just unclaimed INN-Reach ILL items or all unclaimed ILL items:</li></ol><ul><li>SQL search criteria to find only unclaimed INN-Reach ILL items:</li></ul><p class="indent4">select</p><p class="indent4">ill.illrequestid</p><p class="indent4">from</p><p class="indent4">polaris.illrequests ill with (nolock)</p><p class="indent4">inner join polaris.innreachrequests inr with (nolock)</p><p class="indent4">on ill.illrequestid = inr.ILLRequestID</p><p class="indent4">where</p><p class="indent4">illstatusid = 10</p><p class="indent4">and HoldTillDate < getdate()</p><ul><li style="font-weight: bold;"><span style="font-weight: normal;">SQL search criteria to find all unclaimed ILL items:</span></li></ul><p class="indent4">select</p><p class="indent4">ill.illrequestid</p><p class="indent4">from</p><p class="indent4">polaris.illrequests ill with (nolock)</p><p class="indent4">where</p><p class="indent4">illstatusid = 10</p><p class="indent4">and HoldTillDate < getdate()</p><ol start="4"><li value="4">Paste the copied text in the <b>SQL Search Criteria</b> box in the Find Tool.</li><li value="5">Click <b>Search</b>.</li></ol><p class="indent2">The search results include the ILL items with a HoldTillDate less than the date on which the search was performed.</p></p></p></li>
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
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</head>
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||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INN-ReachAdminTool/INN-Reach Admin Diagnostics.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor1836"></a>INN-Reach Admin Diagnostics</h1>
|
||||
<p>Links under the <b>Message History and Diagnostics</b> heading on the INN-Reach Admin tool home page (or on the Diagnostics menu) offer options for API message history, circulation exceptions, and contribution exceptions. </p>
|
||||
<p>See:</p>
|
||||
<ul>
|
||||
<li><a href="#API" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">API Message Diagnostics</span></a>
|
||||
</li>
|
||||
<li><a href="#Circulat" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulation Exceptions</span></a>
|
||||
</li>
|
||||
<li><a href="#Contribu" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Contribution Exceptions</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="API"></a>API Message Diagnostics</h2>
|
||||
<p>Click <b>API Message Diagnostics</b> under the <b>Message History and Diagnostics</b> heading to track your local server's inbound and outbound API messages for a selected time period. The example shows messages for "Today". Both inbound messages were successful and there have been no outbound messages. The bar graph shows messages by time.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIMessageDiagnostics_555x429.png" style="mc-float: center;width: 555;height: 429;" alt="" />
|
||||
</p>
|
||||
<p>The following example shows a portion of the message diagnostics screen for the past 30 days.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIDiagnostics30days_576x336.png" style="mc-float: center;width: 576;height: 336;" alt="" />
|
||||
</p>
|
||||
<p>When a patron initially places an INN-Reach request, the INN-Reach central system assigns a tracking number that persists through the request cycle. You can search for related transaction messages by tracking ID. Enter the number in the Tracking ID box and click the search icon.</p>
|
||||
<p class="Note"><b>Note:</b>
|
||||
<br />You can also click a tracking ID in the message list to search for messages with that tracking ID.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIDiagnosticsTracking1_569x360.png" style="mc-float: center;width: 569;height: 360;" alt="" />
|
||||
</p>
|
||||
<p>The screen displays the messages associated with the tracking ID.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIDiagnosticsTracking2_569x230.png" style="mc-float: center;width: 569;height: 230;" alt="" />
|
||||
</p>
|
||||
<h3>Message Diagnostics for INN-Reach Peer-to-Peer Transactions</h3>
|
||||
<p>If your library participates in INN-Reach Peer-to-Peer Circulation (see <a href="../PolarisINN_P2P_Overview.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Peer-to-Peer Circulation</span></a>) and more than one Central has been defined in the InnReachCentrals table, a column displays the Central code. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/NewColumnForCentrals_527x315.png" style="width: 527;height: 315;" alt="" />
|
||||
</p>
|
||||
<p>Tracking IDs are not unique across Central servers. The same Tracking ID may appear for two different Central servers.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/TwoCenCodesSameTrackingID_533x227.png" style="width: 533;height: 227;" alt="" />
|
||||
</p>
|
||||
<p>In that case, you can click a Tracking ID link to filter the list of API messages to messages from the Central associated with that hold request.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/ClickOnTrackingIDSeeOnlyOneCen_536x97.png" style="width: 536;height: 97;" alt="" />
|
||||
</p>
|
||||
<h2><a name="Circulat"></a>Circulation Exceptions</h2>
|
||||
<p>If the system has recorded outgoing circulation API exceptions, the <b>Circulation Exceptions</b> option under the <b>Message History and Diagnostics</b> heading shows a summary number of exceptions. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APICircExceptionsSummary_506x385.png" style="mc-float: center;width: 506;height: 385;" alt="" />
|
||||
</p>
|
||||
<p>Click <b>Circulation Exceptions</b> to view details about the circulation API exceptions.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APICircExceptionsDetail_569x346.png" style="mc-float: center;width: 569;height: 346;" alt="" />
|
||||
</p>
|
||||
<p>Select the message checkbox(es) and click <b>Requeue Selected</b> or <b>Delete Selected</b> to requeue or delete the selected message(s).</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You need the <b>INN-Reach administration: Modify</b> permission to requeue or delete circulation exception messages.</p>
|
||||
<h2><a name="Contribu"></a>Contribution Exceptions</h2>
|
||||
<p>If the system has recorded outgoing record contribution API exceptions, the <b>Contribution Exceptions</b> option under the <b>Message History and Diagnostics</b> heading shows a summary number of exceptions.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIContributeExceptionsSummary_498x387.png" style="mc-float: center;width: 498;height: 387;" alt="" />
|
||||
</p>
|
||||
<p>Click <b>Contribution Exceptions</b> to view details about the contribution API exceptions.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/APIContributeExceptionsDetail_568x382.png" style="mc-float: center;width: 568;height: 382;" alt="" />
|
||||
</p>
|
||||
<p>Select the message checkbox(es) and click <b>Requeue Selected</b> or <b>Delete Selected</b> to requeue or delete the selected message(s).</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You need the <b>INN-Reach administration: Modify</b> permission to requeue or delete contribution exception messages.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+75
@@ -0,0 +1,75 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris|INN-Reach Admin Tool" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>INN-Reach Admin Log Files</title>
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gtag('js', new Date());
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</head>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INN-ReachAdminTool/INN-Reach Admin Log Files.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
|
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<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor414"></a>INN-Reach Admin Log Files</h1>
|
||||
<p>Links under the <b>Monitor Running Processes</b> heading on the INN-Reach Admin tool home page (or on the Log Files menu) offer options for viewing these log files: inbound API listener process from the INN-Reach central server; outbound API message service to the INN-Reach central server; and the initial bulk bib and item record upload to the INN-Reach central server. In each case you can select a date to view the log for that date. The example shows the inbound process log file.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/InboundProcessLog.png" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+146
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|
||||
<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris|INN-Reach Admin Tool" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INN-ReachAdminTool/INN-Reach Admin Status Config.htm">Open topic with navigation</a>
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</p>
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<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3752"></a>INN-Reach Admin Status and Configuration Options </h1>
|
||||
<p>Links under the <b>General</b> heading on the INN-Reach Admin tool home page (or on the Status menu) offer options for viewing status and statistics, configuration and mappings, and data synchronization.</p>
|
||||
<p>See:</p>
|
||||
<ul>
|
||||
<li><a href="#Viewing" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Viewing Status and Statistics</span></a>
|
||||
</li>
|
||||
<li><a href="#Viewing2" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Viewing Your System Configuration and Mappings</span></a>
|
||||
</li>
|
||||
<li><a href="#Data" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Data Upload and Synchronization</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Viewing"></a>Viewing Status and Statistics</h2>
|
||||
<ul>
|
||||
<li>
|
||||
<p>Click <b>Status and Statistics</b> under the <b>General</b> heading for the following functions: </p>
|
||||
<ul>
|
||||
<li>View information about your local Polaris server status.</li>
|
||||
<li>View current queue status information and suspend/resume outgoing circulation API messages.</li>
|
||||
<ul>
|
||||
<li> Suspending or resuming circulation API messages requires the <b>INN-Reach Modify</b> user permission. Otherwise, the Action column and the buttons do not appear.</li>
|
||||
<li>When you select the Suspend button, the Resume button appears.</li>
|
||||
</ul>
|
||||
<li> View record contribution statistics for each Central server.<br /></li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/StatusandStats_LONG.png" alt="" />
|
||||
</p>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Viewing2"></a>Viewing Your System Configuration and Mappings</h2>
|
||||
<ol>
|
||||
<li value="1">
|
||||
<p>Select <b>Configuration and Mappings</b> under the <b>General</b> heading. <br />The following information appears:</p>
|
||||
<ul>
|
||||
<li>General URIs, local server/agency code, and email addresses for service alerts</li>
|
||||
<li>Filters</li>
|
||||
<li>Central server URLs</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/ConfigandMap_SHORT_578x433.png" style="mc-float: center;width: 578;height: 433;" alt="" />
|
||||
</p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p>Select the View button in the Configuration Column. <br />The following information specific to the Central Server appears:</p>
|
||||
<ul>
|
||||
<li>Agencies participating in this INN-Reach consortium</li>
|
||||
<li>Polaris branches participating in this INN-Reach consortium</li>
|
||||
<li>Item status mappings</li>
|
||||
<li>Material type mappings</li>
|
||||
<li>Collection mappings</li>
|
||||
<li>INN-Reach Central IType (item type) to Polaris format mappings</li>
|
||||
<li>Polaris Patron Code to INN-Reach Central PType (patron type) mappings</li>
|
||||
<li>INN-Reach Central PType to Polaris Patron Code mappings</li>
|
||||
</ul>
|
||||
<p>The mappings are created with the help of Innovative support when your library joins a central INN-Reach consortium. See <a href="../INNDataMapProfile/INNDataProfile.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Configuration and Mapping Profile </span></a> for more information. Contact Innovative support if you need to change email alert addresses or Polaris/central mappings.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/ConfigandMap_lessLONG_578x433.png" style="mc-float: center;width: 578;height: 433;" alt="" />
|
||||
</p>
|
||||
</li>
|
||||
</ol>
|
||||
<h3> Peer-to-Peer Circulation with One Central </h3>
|
||||
<p>If your library participates in INN-Reach Peer-to-Peer Circulation (see <a href="../PolarisINN_P2P_Overview.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Peer-to-Peer Circulation</span></a>) and more than one Central has been defined in the InnReachCentrals table, a <b>Peer-to-Peer</b> display column indicates the peer-to-peer Central(s). In the example below, <b>p2ir1</b> indicates the Central to which the library contributes records and circulates materials; <b>p2ir2</b> with the check mark indicates the peer-to-peer Central that can circulate materials to <b>p2ir1</b> patrons; however, the library does not contribute records to <b>p2ir2</b>.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/IRAdminToolGeneral.png" alt="" />
|
||||
</p>
|
||||
<h2><a name="Data"></a>Data Upload and Synchronization</h2>
|
||||
<p> Click <b>Data Upload and Synchronization</b> under the <b>General</b> heading if your upload configuration has changed and you need to synchronize your local data with INN-Reach central data. </p>
|
||||
<p class="NoteShade">Note:<br />You need the <b>INN-Reach administration: Modify</b> permission to access <b>Data Upload and Synchronization</b>.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/DataUploadAndSynch_594x285.png" style="mc-float: center;width: 594;height: 285;" alt="" />
|
||||
</p>
|
||||
<p>Click <b>Get</b> <b>Counts of Changes</b> to see how many records will be affected. If any will be affected by synchronization, the tool displays a Populate Queue option. Click <b>Populate Queue</b> to synchronize the local and central data.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/DataSynch_615x246.png" style="mc-float: center;width: 615;height: 246;" alt="" />
|
||||
</p>
|
||||
<p>After you synchronize local and central data, errors can leave some records that still need to be manually uploaded or removed. Typically, the normal synchronization process handles bibliographic records and items modified or added to the catalog, and no manual synchronization is necessary.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+102
@@ -0,0 +1,102 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
||||
<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>INN-Reach Admin Tool</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
||||
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
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|
||||
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|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
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|
||||
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
||||
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|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
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|
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<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
|
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window.dataLayer = window.dataLayer || [];
|
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function gtag(){dataLayer.push(arguments);}
|
||||
gtag('js', new Date());
|
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|
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INN-ReachAdminTool/INN-Reach Admin Tool.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
|
||||
</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor722"></a>INN-Reach Admin Tool</h1>
|
||||
<p>Using the web-based INN-Reach Administration tool, you can view status and configuration information and monitor INN-Reach processes on the local Polaris server.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />You need <b>INN-Reach administration: Access</b> permission to access the tool and view data. You need the additional permission <b>INN-Reach administration: Modify</b> to change settings and access certain menu options. See <a href="../INNOverview/GrantPermission.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Give staff permissions for INN-Reach administration functions</span></a>.</p>
|
||||
<p>The INN-Reach Administration tool is installed as part of the Polaris Web server installation. The server must be licensed for INN-Reach integration. The license is typically activated when the Polaris server software with the INN-Reach components is installed. However, some customers may have already installed Polaris and wish to implement INN-Reach integration at a later time. If the INN-Reach components were originally installed, the license can be activated at any time. If the INN-Reach components were not originally installed, the Polaris server software must be re-installed with the INN-Reach components included and the license activated. For more information about Polaris server software installation, see the <i>Polaris Installation Guide</i> or contact Innovative support.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#Accessin" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Accessing the INN-Reach Admin Tool</span></a>
|
||||
</li>
|
||||
<li><a href="INN-Reach Admin Status Config.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Admin Status and Configuration Options </span></a>
|
||||
</li>
|
||||
<li><a href="INN-Reach Admin Log Files.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Admin Log Files</span></a>
|
||||
</li>
|
||||
<li><a href="INN-Reach Admin Diagnostics.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Admin Diagnostics</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="Accessin"></a><a name="kanchor723"></a>Accessing the INN-Reach Admin Tool</h2>
|
||||
<ol>
|
||||
<li value="1">
|
||||
<p>Go to the access URL for your library. The typical access URL is http://[library’s web server]/innreach. </p>
|
||||
</li>
|
||||
<li value="2">
|
||||
<p>Log in with your Polaris user credentials.</p>
|
||||
</li>
|
||||
</ol>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/INNReach_Login_487x307.png" style="mc-float: center;width: 487;height: 307;" alt="" />
|
||||
</p>
|
||||
<p>The home page displays links for viewing general status, monitoring running processes, and viewing circulation messages.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/AdminToolHomePage_500x433.png" style="mc-float: center;width: 500;height: 433;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+80
@@ -0,0 +1,80 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
|
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Using INN-Reach Integration for ILL Borrowing and Lending</title>
|
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<link href="../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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</script>
|
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<script src="../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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|
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|
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|
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|
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INN-ReachPatServ.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2264"></a>Using INN-Reach Integration for ILL Borrowing and Lending</h1>
|
||||
<p>When a patron places a request on an item in the INN-Reach Central Catalog, INN-Reach first identifies and authenticates the patron placing the request. If INN-Reach verifies that the patron is registered with your library and authorized to place INN-Reach requests, INN-Reach sends a <i>Create Patron Hold</i> API message to your Polaris library. This message initiates the integrated borrowing process whereby a series of INN-Reach API messages and internal Polaris transactions: create the Interlibrary (ILL) hold request in Polaris; create the virtual item and bib when the item is received; display the ILL item in the patron account; notify the patron that the item is held and ready for pickup; inform the owning library when the item has been shipped back; and then delete the virtual item and bib when the item is checked in at the owing library. See: <a href="INNBorrowingLib/PolarisBorrowing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Borrowing Library</span></a></p>
|
||||
<p>When a patron from another library places an INN-Reach request on an item owned by your Polaris library, INN-Reach sends a <i>Create Item Hold </i>API message to your library. This API message initiates the integrated lending process whereby a series of API messages and internal Polaris transactions: create the virtual patron record and link a hold for the requested item to that virtual patron; update the hold and item to indicate the item was shipped; confirm the shipment; check the item out to the virtual patron; update the hold request to a Held status when received at the borrowing library; notify the borrowing library that the circulation is complete; and then delete the request and virtual patron record. See: <a href="INNLendingLib/PolarisLending.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Lending Library</span></a>.</p>
|
||||
<p>See also:<br /></p>
|
||||
<ul>
|
||||
<li><a href="INN-Reach Reports/INN-Reach Reports.htm#INN-Reac" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Reports</span></a>
|
||||
</li>
|
||||
<li><a href="INNOverview/PolarisINNOverview.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing and Using INN-Reach Integration</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+119
@@ -0,0 +1,119 @@
|
||||
<!DOCTYPE html>
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<h1><a name="kanchor62"></a>Additional INN-Reach request processing for the borrowing library</h1>
|
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<p>INN-Reach request processing also handles the following situations:</p>
|
||||
<h2><a name="kanchor63"></a>Polaris patron places an INN-Reach request resulting in a hold on a locally-owned Item</h2>
|
||||
<p>When a patron registered with the local Polaris library system places a hold request through INN-Reach on an item that was contributed by the same local Polaris library system to which the patron belongs, the following occurs:</p>
|
||||
<ul>
|
||||
<li>INN-Reach determines that the requested item was contributed by the same Polaris library and already exists in the patron's local catalog.</li>
|
||||
<li>INN-Reach generates a local item-level hold with a status of Active in the patron's Polaris system.</li>
|
||||
<li>If the item is found that fulfills the hold request, the request becomes Pending.</li>
|
||||
<li>The item-level hold request is displayed in the patron's account in the Polaris staff client, PowerPAC, Mobile PAC, and Leap. </li>
|
||||
<li>The item is checked out to the local Polaris patron, and a transaction confirming the check-out is sent to the INN-Reach Central Catalog.</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor64"></a>Staff member denies a local INN-Reach hold request in Polaris</h2>
|
||||
<p>When a patron registered with the local Polaris library system places a hold request through INN-Reach on an item that was contributed by the same local Polaris library system to which the patron belongs, and the request is denied, the following may occur:</p>
|
||||
<ul>
|
||||
<li>INN-Reach Central finds another item that can satisfy the hold and a new request is generated. The new request could be either local or non-local. If it is local, a different item from within the patron’s system becomes pending on the request. If it is non-local, the request is an ILL request and the item will be filled from another library system.</li>
|
||||
<li>INN-Reach Central does not find another item that can satisfy the hold, and the request is cancelled by INN-Reach. In this case the patron will receive a cancellation notice for the request.</li>
|
||||
</ul>
|
||||
<h2><a name="kanchor65"></a>Patron or staff member cancels the INN-Reach hold request in Polaris</h2>
|
||||
<p>If the requested item has not yet been shipped by the owning library, and the request is canceled in Polaris, either by the patron from their PAC account or by library staff from the Polaris staff client or Leap, the Active ILL Request is updated to Canceled and a Cancel Item Hold INN-Reach API message is sent to the owning library. </p>
|
||||
<p>If an INN-Reach item is canceled by the borrowing library after the lending library has shipped the item and the hold status is <b>Out to Patron</b>, Polaris rejects the cancellation request. The borrowing library can cancel requests with any of the following statuses: <b>Pending</b>, <b>Active</b>, <b>Located</b>, <b>Held</b> or <b>Not Supplied</b>.</p>
|
||||
<h2><a name="kanchor66"></a>Owning library denies the hold and INN-Reach finds no substitute</h2>
|
||||
<p>When a patron at a Polaris borrowing library has placed an ILL hold request through INN-Reach, and the lending library denies the hold request, INN-Reach attempts to find another item that can fill the hold request. If INN-Reach determines that no other items in the Central catalog are available to fill the hold request, INN-Reach sends a <i>Cancel Request</i> API message to the borrowing library. This cancels the ILL hold request in Polaris, and the canceled request is displayed in the patron's account in PowerPAC, Mobile PAC, the Polaris staff client, and Leap.</p>
|
||||
<h2><a name="kanchor67"></a>Owning library denies the hold and INN-Reach finds substitute</h2>
|
||||
<p>When a patron at a Polaris borrowing library has placed an ILL hold request through INN-Reach, and the lending library denies the hold request, INN-Reach attempts to find another item that can fill the hold request. If another item is found, and the system determines that the incoming request matches a previous request, the original ILL request is deleted, a new ILL request replaces the deleted request, and the following transaction is logged: <i>TR_CIRC_ILLREQUEST_RECREATE.</i></p>
|
||||
<h2><a name="Items"></a><a name="kanchor68"></a>Items returned uncirculated</h2>
|
||||
<p>If the item has been shipped, but the patron who requested it no longer wants to borrow the item, the Polaris borrowing library can update the item to indicate it was returned without being circulated, which automatically sends a Return Uncirculated API message.</p>
|
||||
<p>To update an ILL item to indicate it was returned uncirculated:</p>
|
||||
<ul>
|
||||
<li style="mc-hyphenate: never;">If the item has been shipped, but not yet received, check the <b>Return Uncirculated</b> check box on the ILL Request. When the item arrives and is received in Polaris, the Return Uncirculated API message is sent.</li>
|
||||
</ul>
|
||||
<p class="indent4">
|
||||
<img src="../INNLendingLib/RetUncircCheck_500x454.gif" style="width: 500;height: 454;" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li>If the item is already being held, locate the item on the holds shelf and check it in. When the message asks if you want to hold the item for the patron, click <b>No</b>.The <i>Return Uncirculated</i> API message is sent.</li>
|
||||
</ul>
|
||||
<p>When an item requested through INN-Reach is received in Polaris at the borrowing library, a message appears if the ILL request has the <b>Return Uncirculated</b> box checked, which indicates the patron no longer wants the item. </p>
|
||||
<p class="indent2">
|
||||
<img src="POL-2167_MessageAlertStaffToRetUncircd_600x404.jpg" style="width: 600;height: 404;" alt="" />
|
||||
</p>
|
||||
<h2><a name="kanchor69"></a>Borrowing library renews the item</h2>
|
||||
<p>When a patron registered with your local Polaris library system renews an INN-Reach item (from their account in PowerPAC, Mobile PAC, or Express Check), or a staff member renews the INN-Reach item for the patron (from the staff client or Leap), an INN-Reach API message informs the lending library that the item has been renewed. Any Polaris Administration settings for renewals, such as charges, are applied to the renewal.</p>
|
||||
<h2><a name="kanchor70"></a>Borrowing library receives an Owner Renew message from the lending library</h2>
|
||||
<p>When a Polaris borrowing library receives an <i>Owner Renew</i> INN-Reach API message, the item is renewed without regarding counts, limits, or charges your library may have set for renewals.</p>
|
||||
<h2><a name="kanchor71"></a>Patron claims item returned or never borrowed</h2>
|
||||
<p>When a Polaris borrowing library adds a claim to a patron's record for a checked-out INN-Reach item, a <i>Patron Claims Returned</i> INN-Reach API message is sent to the item's owning library. This API message is sent immediately upon claiming the INN-Reach item with a claim type of either <i>Claimed returned</i> or <i>Claimed never had</i> from the Polaris staff client or Leap. </p>
|
||||
<h2><a name="kanchor72"></a>Active requests set to canceled if the <i>need by</i> date has passed</h2>
|
||||
<p>When a borrowing library's INN-Reach ILL request with a status of <i>Active</i> is found, the Nightly SQL Job identifies the request's <i>NeedBy</i> date, and if that date has passed, the <i>Active</i> request is set to <i>Canceled</i>. A <i>Cancel Item Hold</i> transaction is sent to the lending library, and a transaction is written for the cancellation (using the patron’s registered branch as the transaction branch). </p>
|
||||
<p>The job also checks the <i>System-level Parameter, Holds Options, Terms</i> for the setting in the <b>Delete cancelled in [number of days</b>] field. If the number of days since the hold was cancelled has exceeded the number of days in the parameter, the job deletes the INN-Reach ILL request.</p>
|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<h1><a name="kanchor343"></a>Check in the INN-Reach ILL item</h1>
|
||||
<p>When the patron returns the ILL item, it is checked in. </p>
|
||||
<p>If the branch at which the item was returned can ship/receive materials requested through INN-Reach, the item "floats" in to the branch. The linked item history contains a note indicating floating processing was used to keep the item at the check-in branch, instead of sending it in-transit. If the branch also has set items to automatically return at check-in, the item status changes to In and then Returned-ILL in a single process. See <a href="../INNOverview/INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a> for details.</p>
|
||||
<p>If the branch at which the item was returned is not the designated shipping/receiving branch for INN-Reach items, the item goes In-transit to the branch that will ship the item back to the loaning library. See <a href="../INNOverview/INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The patron can also check the item in through the library's sorter.</p>
|
||||
<p>To check in the ILL item borrowed through INN-Reach:</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="1">Scan the item barcode on the Check-In workform.</li>
|
||||
</ol>
|
||||
<p class="indent2"> If a blocking message is included in the INN-Reach item template, a dialog box informs you that the item was created by ILL. </p>
|
||||
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|
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<img src="ILLCheckIN_500x362.gif" style="width: 500;height: 362;" alt="" />
|
||||
</p>
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||||
<ol data-mc-continue="true">
|
||||
<li value="2">Click <b>Yes</b> to continue checking in the ILL item.</li>
|
||||
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNBorrowingLib/ILLHoldCreated.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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|
||||
<h1><a name="kanchor3628"></a>INN-Reach ILL hold request created in Polaris</h1>
|
||||
<p>When a Polaris patron is authenticated and submits a request in the INN-Reach Central Catalog, INN-Reach searches for an available item in the Central Catalog. If an available item is found that does not belong to the local Polaris library system, INN-Reach sends an API message that creates the ILL request in the patron's account in Polaris.</p>
|
||||
<p>The following fields display in the Polaris ILL Request workform:</p>
|
||||
<h2>Request Tab</h2>
|
||||
<ul>
|
||||
<li>Title</li>
|
||||
<li>Author (if it exists)</li>
|
||||
<li>Format</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="ILLRequestvw_400x363.gif" style="width: 400;height: 363;" alt="" />
|
||||
</p>
|
||||
<h2>General Tab</h2>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The current and previous statuses change as the hold request is processed.</p>
|
||||
<ul>
|
||||
<li>Current status = Active</li>
|
||||
<li>Status Date = Today's date</li>
|
||||
<li>Previous status = Inactive</li>
|
||||
<li>Patron name = (Linked patron info) Name of Polaris patron who placed the request</li>
|
||||
<li>Patron barcode = (Linked patron info) Barcode of patron who placed the request</li>
|
||||
<li>Patron phone = (Linked patron info) Phone number of patron who placed the request</li>
|
||||
<li>E-mail address = (Linked patron info) E-mail address of the patron who placed the request</li>
|
||||
<li>(Delivery) Request date = Today's date</li>
|
||||
<li style="page-break-after: avoid;">(Delivery) Need by date = If the transaction includes the Need by date, that date is the used. Otherwise, the Need by date is the current date plus 10 years.</li>
|
||||
<li>Pickup branch = Location code mapped to its associated Polaris branch indicated in the INN-Reach configuration.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="ILLGenvw_400x363.gif" style="width: 400;height: 363;" alt="" />
|
||||
</p>
|
||||
<h2>Notes Tab</h2>
|
||||
<p>The following data is copied into the ILL Hold Request, Notes field when the item is created:</p>
|
||||
<ul>
|
||||
<li>INN-Reach Tracking ID</li>
|
||||
<li>INN-Reach Item Agency Code</li>
|
||||
<li>INN-Reach Item Location (if included in the Item Shipped API message from the INN-Reach lending library)</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="ILLNotesvw_400x363.gif" style="width: 400;height: 363;" alt="" />
|
||||
</p>
|
||||
<p>If the library participates in INN-Reach Peer-to-Peer circulation, and the request has been made to a participating peer-to-peer Central Catalog, the Notes tab lists the Central code for the circulating INN-Reach Central Catalog:</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/IRILLRequestNote.png" alt="" />
|
||||
</p>
|
||||
<p>The INN-Reach ILL request is displayed in the patron account in the Polaris staff client, Polaris PowerPAC, Mobile PAC, and Leap.</p>
|
||||
<h2><a name="kanchor3629"></a>INN-Reach ILL Request Displayed in Patron Status </h2>
|
||||
<p>In the Polaris staff client, the INN-Reach ILL request displays in the Patron Status workform, Holds view under ILL requests.</p>
|
||||
<p>
|
||||
<img src="PatStat_500x388.gif" style="width: 500;height: 388;" alt="" />
|
||||
</p>
|
||||
<h2>INN-Reach ILL Request Displayed in Polaris PowerPAC</h2>
|
||||
<p>The INN-Reach ILL request, along with the TOM icon (as mapped in your profile), is displayed in the patron's account in the Polaris PACs.</p>
|
||||
<p>
|
||||
<img src="HoldinPAC_500x309.gif" style="width: 500;height: 309;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
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|
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|
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|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris|Using INN-Reach Integration for ILL Borrowing and Lending|Polaris as the INN-Reach Borrowing Library" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNBorrowingLib/INN-ReachItemCircReturn.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor1234"></a>Circulate the INN-Reach ILL item</h1>
|
||||
<p>After the Polaris patron is notified that the ILL item requested through INN-Reach is ready for pickup, the patron goes to the pickup branch at which the item is held, and the item is checked out to the patron.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If a Polaris borrowing library checks out an INN-Reach ILL item to an associated patron, the hold is updated with the associated patron's ID at check out so that the auto-return process matches the checked-in item to the associated patron's ID. </p>
|
||||
<p>To circulate the ILL item requested through INN-Reach:</p>
|
||||
<ol>
|
||||
<li value="1">Locate the item being held for the patron.</li>
|
||||
<li value="2">Check it out to the patron. </li>
|
||||
</ol>
|
||||
<p class="indent2">The linked item record's status is Out and the ILL request's status is Received. </p>
|
||||
<p class="indent2">
|
||||
<img src="ILLRequestReceived_400x363.gif" style="width: 400;height: 363;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">If your library retains patron reading history, and the patron has opted to maintain their reading history, INN-Reach ILL items will be saved in the patron's reading history along with local items.</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor3452"></a>Set Up INN-Reach ILL Item Templates</h1>
|
||||
<p style="mc-hyphenate-shortest-word: 5;">Before your patrons can borrow items in the INN-Reach Central catalog, your library must create at least one INN-Reach ILL item template for each INN-Reach Central IType your library has mapped in the profile. All libraries that participate in the INN-Reach Central catalog agree upon the Central ITypes. See <a href="../INNDataMapProfile/ContDataMapSpreadsheet.htm#Item" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Item Material Types for Uploading and Mapping to INN-Reach ITypes</span></a>.</p>
|
||||
<p>When a local patron, registered in your Polaris library system, places an INN-Reach hold on an item owned by a remote library, the transaction contains the Central IType of the requested item. This Central IType is used during receiving to match to the appropriate Polaris item template so that the virtual item (v_item) record is created with the correct material type, collection, and ILL item circulation settings. </p>
|
||||
<p>Then, when the physical item arrives by courier at the borrowing library, it is received in Polaris from the Request Manager. This receive transaction automatically sets off a matching process whereby the item is matched to an INN-Reach template the library has created. For the system to automatically identify the correct INN-Reach item template, the template name must begin with <b>INNR item</b>, and it must have an INN-Reach Central code and INN-Reach Central IType that match the item being received.
|
||||
</p>
|
||||
<p>To find the appropriate INN-Reach item template, the system looks for a matching item template named <b>INNR Item [CentralCode]-[Central_IType]</b> owned by the staff member’s login branch.
|
||||
If no matching INN-Reach item template is owned by that Branch, Polaris attempts find a matching template owned at the Library organization, and if none is found at the Library level, it looks for a matching template owned by the library System. </p>
|
||||
<p>If a matching template is found, the Brief Item Entry dialog box appears with information from the template. See <a href="ReceiveINNReachItem.htm" class="xrefprint MCXref xref xrefxrefprint"><span style="color: Blue;" class="mcFormatColor">Receive the INN-Reach ILL hold request</span></a>.</p>
|
||||
<p>If no matching template is found, the virtual item and bib are not created in Polaris, and a message informs the user: <b>There is no INN-Reach item template for [</b><i style="font-weight: bold;">organization name</i><b><span>]</span>. Please create one</b>.</p>
|
||||
<p>To create INN-Reach item templates that enable automatic creation of virtual item records and bibs in Polaris:
|
||||
</p>
|
||||
<ol>
|
||||
<li value="1">Open a new Item Template workform in Polaris.
|
||||
</li>
|
||||
<li value="2">In the <b>Name</b> field, enter the template name as follows: <b>INNR Item [CentralCode]-[Central_IType</b>] where the CentralCode matches the code for the INN-Reach central server, and the Central_IType matches an IType that has been mapped to Polaris material types/collections. The template name is case-sensitive. You can also enter an optional description that does is not used in the matching process, but can help your library identify the template.
|
||||
|
||||
</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Be sure that <b>Display in PAC</b>, <b>Loanable outside system</b>, and <b>Holdable</b> are unchecked.</p>
|
||||
<p class="indent2">
|
||||
<img src="../INNitemtemp_549x367.gif" style="width: 549;height: 367;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Save the template.</li>
|
||||
</ol>
|
||||
<p>When a INN-Reach hold request is received using the Request Manager, the system looks for an item template with the following criteria:<br /></p>
|
||||
<ul>
|
||||
<li>The template name begins with <b>INN-Reach item template [<i>Central Code</i>]-[<i>Central IType</i>]</b></li>
|
||||
<li>The Central Code in the item template name matches the Central Code of the INN-Reach Central server.</li>
|
||||
<li> The Central IType matches the IType of the item shipped from the lending library. </li>
|
||||
<li>The template is owned by the same branch as the staff member's log-in branch. </li>
|
||||
</ul>
|
||||
<p>If a matching template is found, the Brief Item Entry dialog box appears with information from the template. See <a href="ReceiveINNReachItem.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Receive the INN-Reach ILL hold request</span></a>.</p>
|
||||
<p>If no matching template is found, an message informs the user:<b>There is no INN-Reach item template for [</b><i style="font-weight: bold;">organization name</i><b><span>]</span>. Please create one</b>.</p>
|
||||
<p> </p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
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|
||||
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|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris|Using INN-Reach Integration for ILL Borrowing and Lending|Polaris as the INN-Reach Borrowing Library" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>INN-Reach verifies that the Polaris patron can request the item</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNBorrowingLib/INN-ReachVerPatron.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor3356"></a>INN-Reach verifies that the Polaris patron can request the item</h1>
|
||||
<p>When a Polaris patron submits a request for a title in the INN-Reach Central catalog, an INN-Reach API verify patron message is sent to the Polaris system to indicate whether the patron authentication as successful. If the authentication is successful, an "OK" status is sent, but the request might still fail for library-defined reasons. If the process fails, the patron sees a message that indicates the reason it failed. The table summarizes authentication and request failures.</p>
|
||||
<table style="mc-table-style: url('../../../Resources/TableStyles/BlueHeader.css');margin-left: 0;margin-right: auto;caption-side: top;" class="TableStyle-BlueHeader" cellspacing="1">
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 6.11in;" />
|
||||
<col class="TableStyle-BlueHeader-Column-Column1" style="width: 6.7in;" />
|
||||
<thead>
|
||||
<tr class="TableStyle-BlueHeader-Head-Header1">
|
||||
<th class="TableStyle-BlueHeader-HeadE-Column1-Header1">
|
||||
<p style="text-align: center;">Failure Reason</p>
|
||||
</th>
|
||||
<th class="TableStyle-BlueHeader-HeadD-Column1-Header1">
|
||||
<p>Message Displayed</p>
|
||||
</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" colspan="2" style="text-align: center;font-weight: bold;">Authentication Failures</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The supplied barcode was not in the database</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Invalid barcode or PIN </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The supplied password does not match the patron’s password. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Invalid barcode or PIN </p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">The patron record is secured</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">Patron record is secured</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron record is deleted or marked for deletion.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Invalid barcode or PIN</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1" colspan="2" style="text-align: center;font-weight: bold;">Request Failures</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron code for the record is not in the list of allowable patron codes to use INN-Reach.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Patron denied access because of type of patron</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron expiration date is in the past.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Patron record is expired</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron has too many checked out items.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Unable to place your request. Please try again or contact your library for assistance.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron’s overdue count is above the maximum overdue count allowed. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Unable to place your request. Please try again or contact your library for assistance.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyE-Column1-Body1">
|
||||
<p>The patron’s charges are above the maximum charges allowed. </p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyD-Column1-Body1">
|
||||
<p>Unable to place your request. Please try again or contact your library for assistance.</p>
|
||||
</td>
|
||||
</tr>
|
||||
<tr class="TableStyle-BlueHeader-Body-Body1">
|
||||
<td class="TableStyle-BlueHeader-BodyB-Column1-Body1">
|
||||
<p>The patron’s holds count is above the maximum holds allowed.</p>
|
||||
</td>
|
||||
<td class="TableStyle-BlueHeader-BodyA-Column1-Body1">
|
||||
<p>Unable to place your request. Please try again or contact your library for assistance.</p>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</body>
|
||||
</html>
|
||||
+92
@@ -0,0 +1,92 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Implementing and Using INN-Reach with Polaris|Using INN-Reach Integration for ILL Borrowing and Lending" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Polaris as the INN-Reach Borrowing Library</title>
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<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNBorrowingLib/PolarisBorrowing.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor2265"></a>Polaris as the INN-Reach Borrowing Library</h1>
|
||||
<p>A Polaris library acts as an INN-Reach borrowing library when a local patron goes to the INN-Reach Central Catalog's web interface and places a hold request on an item that was contributed by another participating library. INN-Reach first verifies that the patron is authorized to place holds in the Central Catalog. If the patron is authorized to place requests in the INN-Reach Central Catalog, INN-Reach sends a Create Patron Hold message to the library, which automatically creates an Interlibrary (ILL) hold request in Polaris. </p>
|
||||
<p>When the book or other physical material arrives at the Polaris library, the ILL item is received in Polaris, which automatically creates the virtual bib and item records necessary for circulating the item in Polaris. The patron's account displays the ILL request in the staff client, Leap, PowerPAC, and Mobile PAC. In addition, the patron is notified that the item is held and ready for pickup. </p>
|
||||
<p>When the patron returns the item to their local library, it may need to be transferred to a specific branch that handles the courier shipments, depending on the INN-Reach parameter set in Polaris Administration. If another branch handles shipping and receiving, the item is sent in-transit to that library. Otherwise, the item is checked in and automatically updated to Returned, or checked in and then Returned in separate processes. A Polaris Administration parameter setting determines whether the check in and return processes are combined or separate. See <a href="../INNOverview/INN-ReachParams.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>.</p>
|
||||
<p>When the ILL request is set to Returned in Polaris, an Item in Transit API message is sent to the library that owns the item. Then, the item arrives back at the owning library where it is checked in. A Final Item Checkin API message is then sent to the Polaris library that automatically deletes the ILL hold request, the virtual item, and the virtual bib.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="INN-ReachVerPatron.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach verifies that the Polaris patron can request the item</span></a>
|
||||
</li>
|
||||
<li><a href="ILLHoldCreated.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach ILL hold request created in Polaris</span></a>
|
||||
</li>
|
||||
<li><a href="ReceiveINNReachItem.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Receive the INN-Reach ILL hold request</span></a>
|
||||
</li>
|
||||
<li><a href="INN-ReachItemCircReturn.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Circulate the INN-Reach ILL item</span></a>
|
||||
</li>
|
||||
<li><a href="CheckIN.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Check in the INN-Reach ILL item</span></a>
|
||||
</li>
|
||||
<li><a href="ReturnILLItem.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Return the INN-Reach ILL item</span></a>
|
||||
</li>
|
||||
<li><a href="AdditionalforBorrowing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Additional INN-Reach request processing for the borrowing library</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
||||
<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNBorrowingLib/ReceiveINNReachItem.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor2073"></a>Receive the INN-Reach ILL hold request</h1>
|
||||
<p>When the physical item arrives from the lending library, you can receive it and create the virtual item and bib that allow it to circulate in Polaris.</p>
|
||||
<p>To receive the ILL hold request: </p>
|
||||
<ol>
|
||||
<li value="1">On the ILL Requests view of the Request Manager, right-click the request, and select <b>Receive</b> from the context menu.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The list can be filtered by selecting a <b>Shipped</b> status. It is possible that the item was shipped without being checked in at the lending library, so you can select the <b>Active</b> filter if the request is not found when filtered by <b>Shipped</b>.</p>
|
||||
<p class="indent2">
|
||||
<img src="RequestMan_500x320.gif" style="width: 500;height: 320;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the ILL Hold Request indicates the patron no longer wants the item requested (the Return Uncirculated box is checked), the following message appears: <b>The INN-Reach request indicates the patron no longer wants this item.</b> See also: <a href="AdditionalforBorrowing.htm#Items" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Items returned uncirculated</span></a>.</p>
|
||||
<p class="indent2">The system searches for a matching INN-Reach item template. For details on the matching criteria used in finding an INN-Reach item template and the error message if none is found, see <a href="../INN-ReachItemTemplate.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set up INN-Reach ILL item templates</span></a>.</p>
|
||||
<p class="indent2">If a matching item template is found, the Brief Item Entry dialog box appears. The system populates it with information from the INN-Reach item template and the item call number and barcode from the <i>Item Shipped</i> INN-Reach API message. </p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/BriefItemEntry_300x301.png" style="vertical-align: baseline;mc-thumbnail-max-width: auto;mc-thumbnail-max-height: 48px;border-left-style: solid;border-left-width: 1px;border-left-color: #000000;border-right-style: solid;border-right-width: 1px;border-right-color: #000000;border-top-style: solid;border-top-width: 1px;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1px;border-bottom-color: #000000;width: 300;height: 301;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the barcode attached to the borrowed material matches an item barcode already in your Polaris system, an error message appears. To resolve this issue and allow the item to circulate, you can affix a temporary barcode to the item and scan that barcode. Your library policy determines how to respond if this occurs.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Enter an optional call number and free text block.</li>
|
||||
<li value="3">Click <b>OK</b>. </li>
|
||||
</ol>
|
||||
<p class="indent4">The following occurs:</p>
|
||||
<ul>
|
||||
<li>A virtual bib and virtual item are created in Polaris. When the virtual item is created, the item call number from the API message is copied to the <b>Class number</b> field in the Item Record workform. If the API message does not include this number, the <b>Class number</b> from the INN-Reach item template is copied to the field in the item record as well as any other call number field values: <b>Prefix</b>, <b>Cutter</b>, <b>Suffix</b>, <b>Volume</b>, and <b>Copy</b>.</li>
|
||||
<li>A message confirms that the ILL item was created and the item status is Held.</li>
|
||||
<li> If the receiving branch is not the patron's pickup branch, the ILL item is created with a status of <b>Transferred</b>.</li>
|
||||
<li>A hold notice is generated and sent to the patron according to the library's existing notification process and the patron's notification preferences.</li>
|
||||
<li> The item is then circulated. See <a href="INN-ReachItemCircReturn.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Circulate the INN-Reach ILL item</span></a>.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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|
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<col style="width: 50%;" />
|
||||
<col style="width: 50%;" />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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</table>
|
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<table style="width: 100%;">
|
||||
<col />
|
||||
<tbody>
|
||||
<tr>
|
||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor2724"></a>Return the INN-Reach ILL item</h1>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the <b>INN-Reach: Automatic return at check-in</b> parameter is set to <b>Yes</b> in Polaris Administration, the Return processing in Polaris is performed automatically when the item is checked in.<br /></p>
|
||||
<p>When the physical item is ready to ship back to the owning library, and it is at the library responsible for shipping it back, the ILL request is set to Returned and an Item in Transit API message is sent to the lending library. Then, when the item arrives, an API message confirms that the circulation is complete, which automatically deletes the ILL hold request and the virtual item and bib.</p>
|
||||
<p>To return the ILL item:</p>
|
||||
<ol>
|
||||
<li value="1">On the Request Manager > ILL Requests view, filter the list by the request status <b>Received</b> and the item status of <b>In</b>. </li>
|
||||
<li value="2">Locate the ILL item that needs to be returned, right-click and select <b>Return</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="RequestManReturn_500x339.gif" style="width: 500;height: 339;" alt="">
|
||||
</img>
|
||||
</p>
|
||||
<ul>
|
||||
<li>The ILL request's status is set to Returned, and the virtual item's status is set to Returned-ILL.</li>
|
||||
<li>An Item in Transit INN-Reach API message is sent to the lending library, and the Polaris library sends the physical item back to the lending library via courier. </li>
|
||||
<li>When the lending library receives the physical item and checks it in, a Final Item Checkin INN-Reach API message is sent to the borrowing library. </li>
|
||||
<li>The request is updated with the final processing date and time, the virtual item and bib are deleted, and the ILL hold request is deleted. </li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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<tbody>
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||||
<tr>
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor5002"></a>INN-Reach Configuration and Mapping Spreadsheet </h1>
|
||||
<p>The library and Innovative staff fill out an INN-Reach Configuration and Mapping Excel spreadsheet for each Central server. This spreadsheet specifies the criteria for items to be contributed to the Central Catalog, and the patron codes for Polaris patrons who are authorized to place requests on items in the INN-Reach Central catalog.</p>
|
||||
<p>The spreadsheets are also used for mapping item material types and patron codes in Polaris to the corresponding INN-Reach ITypes and PTypes. This mapping is used in the transmissions between the library and INN-Reach to enable automatic borrowing and lending activities.</p>
|
||||
<p>Each Central server has its own configuration and mapping spreadsheet. There must be a single primary server. There can be one or many secondary servers. The configuration spreadsheet for the primary server starts with the LocalServer tab. All configuration spreadsheets for the secondary servers start with a Central tab. The configuration spreadsheet for the primary server must be loaded first. After that, the configuration spreadsheets for the secondary servers can be loaded in any order.</p>
|
||||
<p class="NoteShade"><b>Note</b>:<br />The Central servers must be loaded in primary and secondary order for the configuration process, but the primary and secondary servers are otherwise equal.</p>
|
||||
<h2>INN-Reach Local Server Configuration</h2>
|
||||
<p>On the LocalServer tab, Innovative staff provides data for the following fields:</p>
|
||||
<ul>
|
||||
<li>Local Server Code</li>
|
||||
<li>Local Server Name</li>
|
||||
<li>Default Agency Code</li>
|
||||
<li>Cloud Service Base URI</li>
|
||||
<li>Cloud Service Auth URI</li>
|
||||
<li>API Authorization Public Key</li>
|
||||
<li>API Authorization Private Key</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="INNReachLocalServerConfig.gif" alt="" />
|
||||
</p>
|
||||
<h2>INN-Reach Central Configuration</h2>
|
||||
<p>Innovative staff provides data for the following fields:</p>
|
||||
<ul>
|
||||
<li>Central Code</li>
|
||||
<li>Central Name</li>
|
||||
<li>Central Discovery Layer URL</li>
|
||||
<li>SkyRiver</li>
|
||||
</ul>
|
||||
<p>If your library participates in INN-Reach Peer-to-Peer circulation (see <a href="../PolarisINN_P2P_Overview.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Peer-to-Peer Circulation</span></a>), Innovative staff also provides the following data for the the Peer-to-Peer Centrals:</p>
|
||||
<ul>
|
||||
<li>Central Code</li>
|
||||
<li>Central Name</li>
|
||||
<li>Central Discovery Layer URL</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/IRCentralConfig1.png" alt="" />
|
||||
</p>
|
||||
<h2>Local INN-Reach Agencies for Uploading</h2>
|
||||
<p>List only the INN-Reach Agency code(s) of <b>your local Polaris system</b>.</p>
|
||||
<fieldset>
|
||||
<img src="INNReachLocalAgenciesConfig.gif" alt="" />
|
||||
</fieldset>
|
||||
<h2>Local Polaris Branches for Uploading</h2>
|
||||
<p>List all <b>your local system's</b> Polaris branch-level organizations that participate in this INN-Reach Central. Only items and bibliographic records from the listed branches will be uploaded to INN-Reach. </p>
|
||||
<ul>
|
||||
<li><b>Branch Org ID</b> - The numeric Organization ID for the branch in Polaris</li>
|
||||
<li><b>Branch Name</b> - Name of the branch</li>
|
||||
<li><b>Agency Code</b> - The INN-Reach Agency code to which the branch belongs</li>
|
||||
<li><b>Location Code </b>- The unique location code</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="INNReachBranchConfig.gif" alt="" />
|
||||
</p>
|
||||
<h2><a name="Item"></a>Item Material Types for Uploading and Mapping to INN-Reach ITypes</h2>
|
||||
<p>The <i>Upload Polaris Items with These Material Types</i> table on the left side of this tabbed page is used to list all the Polaris material types for items that will be uploaded to the Central catalog, and the INN-Reach ITypes to which these material types are mapped.</p>
|
||||
<p>When the items are contributed (uploaded) to INN-Reach, they contain the local ITypes. These INN-Reach local ITypes are mapped to INN-Reach Central ITypes agreed upon by all libraries contributing to the INN-Reach Central catalog. </p>
|
||||
<p>The Central IType is transmitted in the INN-Reach hold request. When the Polaris library receives items requested through INN-Reach, the Central IType in the INN-Reach hold request is matched to the appropriate Polaris item template so that the virtual item (v_item) record is created with the correct material type and collection. The Central IType in the request is also translated to the mapped Polaris format ID.</p>
|
||||
<ul>
|
||||
<li><b>Material Description</b> - The Polaris item material type description</li>
|
||||
<li><b>Item Material Type ID</b> - The Polaris item material type ID number</li>
|
||||
<li><b>INN-Reach IType</b> - The INN-Reach IType to which the Polaris Material Type is mapped</li>
|
||||
</ul>
|
||||
<p>The <i>Incoming Central ITypes Mappings</i> table on the right side of the tabbed page is used to map Central ITypes to Polaris format IDs so that the correct format icon appears in the ILL request.</p>
|
||||
<p>
|
||||
<ul>
|
||||
<li><b>INN-Reach Central IType</b> - The INN-Reach item type or IType in the Central Catalog</li>
|
||||
<li><b>Central IType Description</b> - The description associated with the Central IType</li>
|
||||
<li><b>Polaris Format ID</b> - The numeric format ID that identifies the Polaris format</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p class="indent">
|
||||
<img src="INNReachMaterialTypesConfig.gif" alt="" />
|
||||
</p>
|
||||
<h2>Item Collections for Uploading</h2>
|
||||
<p>Items assigned to the Polaris Collections listed in this table will be uploaded to INN-Reach.</p>
|
||||
<ul>
|
||||
<li><b>Collection</b><b>Description</b> - The Polaris Collection description</li>
|
||||
<li><b>Collection ID</b> - The Polaris Collection ID number</li>
|
||||
<li><b>INN-Reach Local Item Type ID</b> - Include the INN-Reach numeric Local IType values if you want all items in that collection to use that IType. Leave the IType column blank if you prefer to use the Material Type of an item to determine the INN-Reach IType mapping. </li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="INNReachCollectConfig.gif" alt="" />
|
||||
</p>
|
||||
<h2>Item Statuses for Uploading </h2>
|
||||
<p>Items with the Polaris Item Statuses listed in this table will be uploaded to INN-Reach. If you do not want to upload items with a particular status, remove the row from the table.</p>
|
||||
<ul>
|
||||
<li><b>Polaris Status ID</b> - The Polaris item status ID number</li>
|
||||
<li><b>Polaris Status Description </b>- The Polaris item status description</li>
|
||||
<li><b>INN-Reach Status Code</b> - The INN-Reach status code to which the Polaris status is mapped</li>
|
||||
<li><b>INN-Reach Description</b> - The INN-Reach status description</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="INNReachItemStatusConfig.gif" alt="" />
|
||||
</p>
|
||||
<h2><a name="Patron"></a>Patron Codes for Uploading and Mapping to INN-Reach PTypes</h2>
|
||||
<p>During the data profiling stage, your Polaris patron codes are mapped to INN-Reach local PTypes, and INN-Reach central PTypes are mapped to Polaris patron codes. Mapping Polaris patron codes to Local PTypes enables your patrons to place INN-Reach requests to borrow items from other libraries, and mapping Central PTypes to Polaris patron codes enables the creation of virtual patron records used when your library loans items to patrons from other libraries.</p>
|
||||
<p>When a local patron (registered in your Polaris system) places an INN-Reach hold request, INN-Reach authenticates the patron by patron code and the mapped local PType is sent to INN-Reach indicating the type of patron account. </p>
|
||||
<p>When a remote patron outside of your Polaris library system places an INN-Reach hold request for an item your library owns, the Central PType sent in the request transaction is translated to the mapped Polaris patron code, which is then used in the creation of a virtual patron (v_patron) record linked to the INN-Reach hold request.</p>
|
||||
<p>The table on the left side of the tabbed page is used to list all the Polaris patron codes for patrons in your system that are allowed to use INN-Reach, and maps these codes to the Local INN-Reach PTypes. </p>
|
||||
<ul>
|
||||
<li><b>Polaris Patron Code - </b>The Polaris Patron Code ID number</li>
|
||||
<li><b>Polaris Description </b>- Polaris Patron Code description</li>
|
||||
<li><b>Local INN-Reach PType</b> - The local INN-Reach patron type to which the Polaris patron code is mapped</li>
|
||||
</ul>
|
||||
<p>The table on the right side of the Patron Codes tabbed page maps INN-Reach Central PTypes to Polaris patron codes in order to create virtual patrons in your local system.</p>
|
||||
<ul>
|
||||
<li><b>Central PType </b>- INN-Reach Central patron type code</li>
|
||||
<li><b>Central PType Description</b> - The INN-Reach Central patron type description</li>
|
||||
<li><b>Polaris Patron Code</b> - The Polaris patron code to which the INN-Reach Central patron type code is mapped</li>
|
||||
</ul>
|
||||
<p>
|
||||
<img src="INNReachPatronsConfig.gif" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<col style="width: 50%;" />
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||||
<tbody>
|
||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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|
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|
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<col />
|
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|
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<tr>
|
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor745"></a>INN-Reach Configuration and Mapping Profile </h1>
|
||||
<p>The library, with the help of an Innovative implementation representative, completes the INN-Reach Configuration and Mapping Excel spreadsheet that specifies the criteria for contributing bibliographic and item records to the Central catalog, and determines which patrons (patron codes) can place holds on items in the Central catalog. In addition, the spreadsheet maps Polaris patron codes to INN-Reach patron types (PTypes) and Polaris item material types and collections to INN-Reach item types (ITypes). The spreadsheet is then imported into the local Polaris database using a utility.</p>
|
||||
<p> Once the spreadsheet has been imported into the local Polaris database, the appropriate records are uploaded (contributed) to the INN-Reach Central catalog. In addition, the patron and item mappings specified in the spreadsheet are used to map Polaris patron and item codes to PTypes and ITypes used by the INN-Reach Central catalog. If necessary, the configuration spreadsheet can be modified and then reloaded multiple times. </p>
|
||||
<p>After the profiled data has been uploaded to the INN-Reach Central catalog, INN-Reach APIs continuously update the Central catalog according to the settings in the profile and changes in your local Polaris database–automatically contributing, de-contributing, and updating records. You can monitor these processes with the web-based INN-Reach Admin tool. For details, see <a href="../INN-ReachAdminTool/INN-Reach Admin Tool.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Admin Tool</span></a>.</p>
|
||||
<p>See <a href="ContDataMapSpreadsheet.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Configuration and Mapping Spreadsheet </span></a>.</p>
|
||||
<h2>Contribution Rules for Item and Bibliographic Records</h2>
|
||||
<p>Item records from the Polaris database are contributed or de-contributed to the INN-Reach Catalog according to a set of non-configurable rules that must all be met, and additional configurable rules that the library can define to further filter the items.</p>
|
||||
<p>The item records are checked first to see if they are eligible to be contributed, according to the requirements in the profile. If an item is eligible to be contributed, the linked bibliographic record is also checked to see if it can be contributed. If the bibliographic record meets the requirements defined in the profile, it is contributed. If it does not meet the requirements, neither the bib nor the item record are contributed. </p>
|
||||
<h2>Non-Configurable Rules for Contributed Items</h2>
|
||||
<p>All the following non-configurable rules must be met for item records to be contributed to the INN-Reach Catalog:</p>
|
||||
<ul>
|
||||
<li>The status must be Final. (The <b>Record status</b> field must be set to <b>Final</b> in the Item Record workform.)</li>
|
||||
<li>The Display in PAC flag must be on. (The <b>Display in PAC</b> check box must be selected in the Item Record workform.)</li>
|
||||
<li>The item must have a barcode. (The <b>Barcode</b> field cannot be empty in the Item Record workform.)</li>
|
||||
<li>The item must have an assigned collection. (The<b> Collection</b> field cannot be empty in the Item Record workform.)</li>
|
||||
<li>The item must not be an ILL item. (The <b>ILL</b> check box must be cleared in the Item Record workform.)</li>
|
||||
<li>It must not be an eContent item. (The <b>eContent</b> check box must be cleared in the Item Record workform.)</li>
|
||||
</ul>
|
||||
<p>If the item passes all the non-configurable rules, then the system checks the rules that the contributing library can configure.</p>
|
||||
<h2>Configurable Rules for Contributed Items</h2>
|
||||
<p>The <a name="kanchor746"></a>library can define configurable rules to further filter the contributed items by:</p>
|
||||
<ul>
|
||||
<li>Branch - The item must belong to one of the listed branches.</li>
|
||||
<li>Circulation status - The item must have one of the listed circulation statuses.</li>
|
||||
<li>Material type - The item must have one of the listed material types.</li>
|
||||
<li>Collection - The item must be assigned to one of the listed collections.</li>
|
||||
</ul>
|
||||
<p>If the item passes all the configurable rules, the system checks the optional configurable rules, if the library has specified them.</p>
|
||||
<h2>Optional Configurable Rules for Contributed Items</h2>
|
||||
<p>The library can define additional configurable rules that check the following settings:</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If it is your library's policy to set the <b>Holdable</b>, <b>Loanable outside system</b>, or <b>Non-circulating</b> check boxes on the Item Record workform, and staff consistently use these settings, you can add them to the configuration rules.</p>
|
||||
<ul>
|
||||
<li>Holdable - The item must have this flag selected to be contributed.</li>
|
||||
<li>Loanable outside system - The item must have this flag checked to be contributed.</li>
|
||||
<li>Non-circulating - The item must have this flag un-checked to be contributed.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the <b>Holdable</b> option is checked for an item and the INN-Reach profile is set to honor that setting, the item will be contributed to the INN-Reach central server without regard to any other <b>Limit To</b> sub-options for the item. See the example below. INN-Reach profiling considers only the three main "Honor" settings (<b>Holdable</b>, <b>Loanable outside system</b>, or <b>Non-circulating</b>); any other policies associated with these settings have no impact on INN-Reach contribution. </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/P2IRHoldable.png" alt="" />
|
||||
</p>
|
||||
<h2>Configuration Rules for Contributed Bibliographic Records </h2>
|
||||
<p>All the following non-configurable rules must be met for a bibliographic record to be contributed to INN-Reach:</p>
|
||||
<ul>
|
||||
<li>The record status must be Final.</li>
|
||||
<li>The Display in PAC flag must be checked.</li>
|
||||
<li>The ILL flag is not checked.</li>
|
||||
<li>At least one linked item is contributed to the Central catalog.</li>
|
||||
<li>The bibliographic record must have a minimum of an <a href="javascript:void(0)" class="MCTextPopup MCTextPopupHotSpot MCTextPopup_Open MCTextPopupHotSpot_ MCTextPopupHotSpot_Popup #text #textPopup">008 field<span class="MCTextPopupBody popupBody"><span class="MCTextPopupArrow"> </span>Fixed-length Data Elements - General Information
|
||||
This field contains 40 character positions (00-39) that provide coded information about the record as a whole and about special bibliographic aspects of the item being cataloged. These coded data elements are potentially useful for retrieval and data management purposes.
|
||||
 
|
||||
The data elements are positionally defined. Character positions that are not defined contain a blank (#). All defined character positions must contain a defined code; for some field 008 positions, this may be the fill character (|). The fill character may be used (in certain character positions) when a cataloging organization makes no attempt to code the character position. The fill character is not allowed in field 008 positions 00-05 (Date entered on file). Its use is discouraged in positions 07-10 (Date 1), 15-17 (Place of publication, production, or execution), and the 008 position defined for Form of item (either position 23 or 29 depending upon the 008 configuration).
|
||||
 
|
||||
Character positions 00-17 and 35-39 are defined the same across all types of material, with special consideration for position 06. The definition of character positions 18-34 was done independently for each type of material, although certain data elements are defined the same in the specifications for more than one type of material. When similar data elements are defined for inclusion in field 008 for different types of material, they occupy the same field 008 character positions.</span></a> and a 245 field. The 245 must also contain a subfield (e.g. 245$a), but the subfield does not need to be valid.</li>
|
||||
<li>
|
||||
<p>If the bibliographic record has a URL in the 856 tag, the URL must be valid and adhere to W3C standards.</p>
|
||||
<p> </p>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
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<h1><a name="kanchor4004"></a>Additional INN-Reach Request Processing for the Polaris Lending Library</h1>
|
||||
<p>The INN-Reach integration also handles the following situations:<br /></p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />See also: <a href="../INNBorrowingLib/AdditionalforBorrowing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Additional INN-Reach request processing for the borrowing library</span></a>.</p>
|
||||
<h2><a name="kanchor4005"></a>INN-Reach hold is canceled</h2>
|
||||
<p>When a remote patron or staff member from a participating library cancels an INN-Reach hold request before it is filled, an INN-Reach API message is sent to the Polaris library, which automatically deletes the item-level hold in Polaris.</p>
|
||||
<h2><a name="kanchor4006"></a>INN-Reach hold is denied</h2>
|
||||
<p>If the lending library decides to override the INN-Reach request and let their local patron check out the item instead, the staff member denies the hold, and an Owning Site Cancels Request INN-Reach API message is sent to INN-Reach.</p>
|
||||
<p>INN-Reach then attempts to find another item in the Central Catalog that will fill the request. If another item is found, a hold is placed on that item. If another item cannot be found, INN-Reach Central sends a Cancel Request INN-Reach API message which cancels the request at the patron's borrowing library. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />INN-Reach will never choose an item from the same server as the original item that was previously denied. If there are items within that library that can alternately fill the request, it is expected that the staff member at the lending library would use Fill Now to fill the request with another item instead of denying it.</p>
|
||||
<h2><a name="kanchor4007"></a>Deletion or status change decontributes item from the INN-Reach Central Catalog</h2>
|
||||
<p>The items your library has contributed to the INN-Reach Central Catalog are modified or decontributed to the Central Catalog based on circulation and cataloging updates to these records in the local Polaris database. When an INN-Reach hold request is placed on an item, but before the item is shipped from the Polaris library, the item is deleted or a status change in Polaris causes its de-contribution in the Central Catalog, a Deny Hold message is sent to INN-Reach Central.</p>
|
||||
<h2><a name="kanchor4008"></a>Fill Now is used to substitute an item for the one requested</h2>
|
||||
<p style="mc-hyphenate: never;"> The library cannot find the exact item requested, so a staff member uses the <b>Fill Now</b> option on the Hold Request workform to replace the item with another copy. The staff member scans the replacement item's barcode. If the item is linked to the same bib (the Bibliographic Control Number is the same is the original request), belongs to the same agency as the original request, and has been contributed to the INN-Reach Central Catalog, an INN-Reach Transfer Request API message is sent to the borrowing library. The request status and replacement item status are updated to Held and the INN-Reach pickup slip is printed. The item call number is added to the Item Shipped message. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the new item is not linked to the same bib as the original request or does not belong to the same agency as the original request, the Fill Now function is blocked and a message is displayed.</p>
|
||||
<p style="mc-hyphenate: never;">
|
||||
<img src="FillNowLending_500x368.png" style="width: 500;height: 368;" alt="" />
|
||||
</p>
|
||||
<h2><a name="kanchor4009"></a>Lending library receives an <i>Item is Renewed</i> message from the borrowing library</h2>
|
||||
<p>When a borrowing library's patron renews an item that belongs to your library, a Borrower Renew INN-Reach API message is sent to your Polaris library system, which automatically renews the item in Polaris. If there are renewal limits or charges set for your Polaris library, they are ignored. </p>
|
||||
<h2><a name="kanchor4010"></a>Lending library renews an item</h2>
|
||||
<p>In the rare case where a Polaris <u style="font-style: italic; text-decoration: none;">lending</u> library renews an INN-Reach item from the Polaris staff client or Leap, an <i>Owner Renew</i> INN-Reach API message with the updated due date and time is sent to the borrowing library. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The due date for an INN-Reach item is calculated when the borrowing library receives the item and has no bearing on the due date of the item once it is checked out from the borrowing library to that library's patron. Auto-renewal is disabled for the lending library's items checked out to virtual patrons.</p>
|
||||
<h2><a name="kanchor4011"></a>Lending library receives a Patron Claims Returned message from the borrowing library</h2>
|
||||
<p>When a Polaris lending library receives a <i>Patron Claims Returned</i> INN-Reach API message from the borrowing library, a claim is created in the virtual patron's record, and the item's status is set to <i>Claimed Returned</i>. If the item is found and returned to the lending library, the usual INN-Reach processing commences. If the lending library receives an <i>In-Transit</i> or a <i>Return Uncirculated</i> message for an item that was previously claimed, the claim is deleted. </p>
|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="kanchor1738"></a>Other library's patron places a hold request using INN-Reach</h1>
|
||||
<p>When a patron who is not registered in the local library's Polaris database uses the INN-Reach to place a hold request for an item, and INN-Reach finds the Available item in the local Polaris database, a virtual patron (v_patron) record and an item-level hold request are created automatically. </p>
|
||||
<h2>Virtual Patron Record </h2>
|
||||
<p>The virtual patron record contains the following data and settings derived from the INN-Reach Create Hold message, the ILL institutional patron template (patron record specified in the ILL Institutional patron parameter in Polaris Administration), and hard-coded defaults: </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />An ILL Institutional patron must be selected in the <b>NCIP, ILL institutional patron</b> parameter in Polaris Administration to enable creation of the virtual patron record. See <a href="../INNOverview/set_up_patron_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable Creation of Virtual Patron Records</span></a>.</p>
|
||||
<ul>
|
||||
<li>Barcode - <b>INNREACH</b>[patronID]</li>
|
||||
<li>Registered branch - Assigned branch of the requested item</li>
|
||||
<li>Last name - <b>INNREACH</b></li>
|
||||
<li>First name - The first 32 characters provided in the INN-Reach Create Hold message, which consists of the patron's last name and first name</li>
|
||||
<li>Middle name - The next 32 characters from the INN-Reach Create Hold message.</li>
|
||||
<li>Gender - As set in the institutional patron template. If the registered branch of the virtual patron is not set to display the gender in the template, the gender of the virtual patron will be set to (None). The INN-Reach gender applied to the institutional patron template should be a gender that is available at all branches.</li>
|
||||
<li>Patron code - The patron code that is mapped to the Central PType in the Create Hold message. If no match is found, the patron code from the template is used.</li>
|
||||
<li>User defined fields - All user-defined fields, including custom fields, are blank.</li>
|
||||
<li>Email address and Alternative email address - Set in the institutional patron template</li>
|
||||
<li>Exclude from notices and reminders - All options are selected, so that the virtual patron is excluded from receiving any notices or reminders.</li>
|
||||
<li>Statistical class - Set from the ILL Institutional patron. The statistical class is branch-specific. If the registered branch is different from the branch in the template, the system attempts to map the Pat Stat Class based on the description. If there is a matching description in the Registered branch, it is mapped; if not the Statistical class is blank.<br /><img src="../../../Resources/Images/INNRchPatrPlcsHold.png" alt="" /><br /></li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Non-blocking notes (Patron Status workform, Notes view) - The INN-Reach patron agency, the patron address (if included in the Create Hold transaction), and the INN-Reach pickup location. </li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="v_patronstatvw_500x222.gif" style="width: 500;height: 222;" alt="" />
|
||||
</p>
|
||||
<h2>Item-Level Hold Request </h2>
|
||||
<p>After the virtual patron record is created, a regular (non-ILL) item-level hold request with a status of Active is created in Polaris. If the item is available to fill the request, the request status is updated to Pending, and the Pickup branch is set to the item's assigned branch or the branch designated for shipping INN-Reach materials. See <a href="../INNOverview/INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>.</p>
|
||||
<p>The INN-Reach hold request is displayed in the Request Manager on the new INN-Reach Lending Request view.</p>
|
||||
<p>
|
||||
<img src="req_man_lending_600x315.gif" style="width: 600;height: 315;" alt="" />
|
||||
</p>
|
||||
<p>The Hold Request workform displays the virtual patron's barcode (preceded by INNREACH) on the General view.</p>
|
||||
<p>
|
||||
<img src="hold_genvw_600x445.gif" style="width: 600;height: 445;" alt="" />
|
||||
</p>
|
||||
<p>The <b>Non-public note</b> field on the Holds view displays the INN-Reach tracking ID, the patron agency code, and the pickup location. This information is used primarily for trouble-shooting. If the library participates in INN-Reach Peer-to-Peer circulation, and the request has been made to a participating peer-to-peer Central Catalog, the <b>Non-public note</b> field lists the Central code for the circulating INN-Reach Central Catalog.</p>
|
||||
<p>A library staff member checks the Request Manager for INN-Reach holds to fill. See <a href="lendinglibprocitemhold.htm">Lending library processes the INN-Reach request and ships the item</a>.</p>
|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="kanchor2330"></a>Polaris as the INN-Reach Lending Library</h1>
|
||||
<p>A Polaris library acts as an INN-Reach lending library when a patron at another participating library goes to the INN-Reach Central Catalog web interface and places a hold request on an item owned by the Polaris library. This sends an INN-Reach Create Item Hold API to the Polaris library and automatically creates the virtual patron record and a regular (non-ILL) item-level hold request, which is placed on the item and linked to that virtual patron. </p>
|
||||
<p>The INN-Reach hold request appears in the Request Manager, from which a staff member can print a request-to-fill (paging list) to use in locating the requested item. </p>
|
||||
<p>Upon check-in of the requested item, the hold's status is updated to Shipped, and item's status is updated to Held in Polaris. In addition, an INN-Reach API message confirming the item's shipment is sent to the library to which the patron belongs. </p>
|
||||
<p>At receipt of the item at the borrowing library, an INN-Reach API acknowledgment message is sent to the Polaris lending library, which checks the item out to the virtual patron. </p>
|
||||
<p>When the patron returns the item, the borrowing library ships the physical item back to the Polaris lending library, the item's status is updated to In-Transit, and the hold request is deleted. The item arrives at the Polaris lending library where it is checked in, which deletes the hold request and the virtual patron record. If the item belongs at the branch where it is checked in, the item's status is updated to <b>In</b>. If the item belongs to another branch, the item's status is updated to <b>In-transit</b>. </p>
|
||||
<p>In either case, a Final Item Checkin INN-Reach API message is sent to the borrowing library indicating the ILL circulation is complete, and the virtual patron record is marked for deletion if there are no other outstanding INN-Reach requests associated with the virtual patron. A Final Item Checkin message is also sent if the item arrived back at the lending library but was not properly checked in and another patron checked it out. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />To ensure that INN-Reach item holds are created when the Polaris library is the INN-Reach lending library, the Holds Routing Sequence Primary policy table must be set up for the shipping/receiving branch. See <a href="../../Patron_Services_Admin/PDPrequests/holdsrouttable.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Edit Holds Routing Tables</span></a>.</p>
|
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<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Patron_places_hold.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Other library's patron places a hold request using INN-Reach</span></a>
|
||||
</li>
|
||||
<li><a href="lendinglibprocitemhold.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Lending library processes the INN-Reach request and ships the item </span></a>
|
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</li>
|
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<li><a href="itemouttoremotepat.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Item is received at the borrowing library and checked out in Polaris</span></a>
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|
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<li><a href="itemreturnedbyrempat.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Item is returned to the Polaris lending library</span></a>
|
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</li>
|
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<li><a href="AdditionalforLending.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Additional INN-Reach Request Processing for the Polaris Lending Library</span></a>
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|
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<h1><a name="kanchor2334"></a>Item is received at the borrowing library and checked out in Polaris</h1>
|
||||
<p>When the item is received at the borrowing library, an INN-Reach API message is sent to the Polaris library that automatically checks out the item to the virtual patron, updates the item's circulation status to <b>Out</b>, and updates the hold status to <b>Out to patron</b>. </p>
|
||||
<p>The Hold Request workform > Notes view, Request History pane displays <b>An item linked to this request has been checked out</b> in the<span style="font-size: 11pt;"><![CDATA[ ]]></span><b style="font-size: 11pt;">Action</b> column.</p>
|
||||
<p>
|
||||
<img src="holdrequouttopatr_600x445.gif" style="width: 600;height: 445;" alt="" />
|
||||
</p>
|
||||
<p>The Item Record workform > History view displays the message <b style="font-size: 11pt;">Item was received at an INN-Reach library</b> when the item was received at the remote library and then <b>Checked out</b> when the item is checked out in Polaris. </p>
|
||||
<p>
|
||||
<img src="itemhist_600x422.gif" style="width: 600;height: 422;" alt="" />
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<h1><a name="kanchor4844"></a>Item is returned to the Polaris lending library</h1>
|
||||
<p>The patron from the borrowing library returns the item, the library ships the item back to the Polaris lending library, and INN-Reach sends an Item Shipped API message which initiates the following processes in Polaris:</p>
|
||||
<ul>
|
||||
<li>The item is checked in and the item status is set to <b>In-transit</b> to the item's Assigned branch. </li>
|
||||
<li>The item-level hold request is deleted </li>
|
||||
<li>The following note is added to the Item Record workform, History view: <b>Returning in-transit from an INN-Reach library.</b></li>
|
||||
</ul>
|
||||
<p>The returned INN-Reach item arrives at the lending library where it is checked in, and the following events occur:</p>
|
||||
<ul>
|
||||
<li>The virtual patron record is marked for deletion, and it will be deleted from the database the next time the Patron Nightly Processing SQL job runs in Polaris.</li>
|
||||
<li>A Final Item Checkin INN-Reach message is sent to the borrowing library indicating the item has been returned and checked in.</li>
|
||||
</ul>
|
||||
<p>In the following situations outside the normal workflow, you may see a message when you attempt to check in an item at the lending library:</p>
|
||||
<ul>
|
||||
<li>The lending library sent a shipped message (API 201), but then decided not to ship the item after all. </li>
|
||||
<li>The lending library sent a shipped message (API 201), and shipped the item. However, the borrowing library did not process the item and simply sent it back.</li>
|
||||
</ul>
|
||||
<p>The system prompts <b>This INN-Reach item has already been checked in and declared shipped. Do you still want to ship this item?</b></p>
|
||||
<ul>
|
||||
<li>Select <b>Yes</b> to leave the request and item in a shipped status and reprint the pick-up slip.</li>
|
||||
<li>Select <b>No</b> to check in the item with normal Polaris INN-Reach check-in processing. The system sends a Final Item Check In (API 300) message to the borrowing library.</li>
|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNLendingLib/lendinglibprocitemhold.htm">Open topic with navigation</a>
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<h1><a name="kanchor3924"></a>Lending library processes the INN-Reach request and ships the item </h1>
|
||||
<p>To process the INN-Reach request, a staff member at the Polaris lending library checks the Request Manager for INN-Reach holds that need to be filled; prints a Requests to Fill list to locate the item in the stacks; brings the item back to the circulation desk or ILL department; scans the item; prints a pickup slip to go with the item; and ships the item to the borrowing library or transfers the item to the branch that handles the shipments for the library. See <a href="../INNOverview/INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>. </p>
|
||||
<p>When the item is shipped to the borrowing library, the item call number is sent in the <b>bibCallNumber</b> field in the <i>Item Shipped</i> INN-Reach API message. This ensures that the call number added to the borrowing library's system matches the call number on the physical item. If no call number is found, the bibliographic call number is sent. If no bibliographic call number is found, the message is sent without the call number. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The <b>INN-Reach pickup slip</b> check box must be selected on the Check-in - Tools > Options dialog box for the Check-In workform.</p>
|
||||
<ol>
|
||||
<li style="mc-hyphenate: never;" value="1">Check the Request Manager for any INN-Reach holds to fill on the INN-Reach Lending Requests view. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="req_man_lending_500x263.gif" style="width: 500;height: 263;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">If there are INN-Reach hold requests waiting to be filled, select either <b>Holds To Fill (INN-Reach)</b> or <b>Holds To Fill (Regular and INN-Reach)</b>, depending on whether you want INN-Reach hold requests on a separate or combined requests-to-fill list.</li>
|
||||
</ol>
|
||||
<p class="indent2">.<img src="reqmanINN-Reachprint_500x254.gif" style="width: 500;height: 254;" alt="" /></p>
|
||||
<p class="indent2">The Hold Requests To Fill (INN-Reach) list (or the combined list) is printed.</p>
|
||||
<p class="indent2"> For each INN-Reach hold request, the following information is included:</p>
|
||||
<ul>
|
||||
<li>The item's call number, barcode, title, and author.</li>
|
||||
<li>The virtual patron's name (prefaced by INNREACH), the patron code, the INNReach patron barcode, the patron phone number (if it exists), and the pickup library (where the courier will pick up the item to be shipped to the other library).</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="reqtofilllist_500x362.gif" style="width: 500;height: 362;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Take the list of INN-Reach hold requests into the stacks, locate the item that fulfills the request, and bring the item back to the location that handles ILLs for your library. </li>
|
||||
<li value="4">Scan the item on the Check-In workform.</li>
|
||||
</ol>
|
||||
<p class="indent2">A message indicates the item satisfies an INN-Reach hold request and asks whether to ship the item to the remote library. The message box displays the item title and barcode, the remote library's name and INN-Reach code, the name of the patron who placed the request, and the patron's phone number. </p>
|
||||
<p class="indent2">
|
||||
<img src="checkinshipmsgs_300x161.gif" style="width: 300;height: 161;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">Click <b>Yes</b> to trap the hold.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you click <b>Cancel</b>, no action is taken and the hold request and item status remain unchanged. If you click <b>No</b>, a message box indicates the hold will be denied, asks if you are sure you want to deny the hold, and provides the options <b>Yes</b> or <b>No</b>. If you click <b>Yes</b>, the hold is denied. </p>
|
||||
<p class="indent2">When <b>Yes</b> is selected, the item's status is updated to Held, and the request status is updated to Shipped. An INN-Reach API message is sent to the borrowing library indicating the item has been shipped.</p>
|
||||
<p class="indent2">The INN-Reach pickup slip is printed. The slip can be printed on a page or receipt printer.</p>
|
||||
<p class="indent2">The default text, <i>This item is available for pickup at the designated location</i>, can be edited using the Polaris WebAdmin tool. The string is under RECEIPT_INNREACH_PICKUP and the text specified for the transacting branch is used.</p>
|
||||
<p class="indent2">
|
||||
<img src="INN-pickupslip_400x173.gif" style="width: 400;height: 173;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If the pickup slip fails to print or is misplaced, the staff member can scan the item barcode to reprint the pickup slip. A message box displays: <b>This INN-Reach item has already been checked in</b>. When the user clicks <b>OK</b>, the pickup slip is reprinted. </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">Put the physical item along with the pickup slip in the courier bag for courier pickup. </li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
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<col style="width: 50%;" />
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||||
<tbody>
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<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
||||
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1>Give staff permissions for INN-Reach administration functions</h1>
|
||||
<p><a name="kanchor3546"></a>Two System-level permissions are available for staff who will use the web-based <a href="../INN-ReachAdminTool/INN-Reach Admin Tool.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Admin Tool</span></a> to view status and configuration information and monitor INN-Reach processes on the local Polaris server:</p>
|
||||
<ul>
|
||||
<li><b>INN-Reach administration: Access</b> - <a name="kanchor3547"></a>When this permission is granted without the Modify permission (see below), staff can access the INN-Reach Administration page and view the data, but cannot change any settings. With Access permission only, the following options do not appear:<ul><li>Home, Status - <b>Data Upload and Synchronization</b> menu</li><li style="mc-hyphenate: never;">Home, Diagnostics, Circulation Exceptions - <b>Requeue Selected</b> button, <b>Delete Selected</b> button, and check boxes</li><li style="mc-hyphenate: never;">Home, Diagnostics, Contribution Exceptions - <b>Requeue Selected</b> button, <b>Delete Selected</b> button, and check boxes</li></ul></li>
|
||||
<li><b>INN-Reach administration: Modify</b> - <a name="kanchor3548"></a>When a staff member has both the Access and Modify permissions, all options are available.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>INN-Reach administrators must have a Polaris login to access these permissions.<br></br></p>
|
||||
<p>These permissions are granted to the Administrator group and all workstations by default but must be specifically granted to staff members.</p>
|
||||
<p class="NoteShade"> <b>Note:</b><br />Staff members who had the <b>Access INN-Reach administration: Allow</b> permission in Polaris 5.1 are granted the <b>INN-Reach administration: Access</b> permission by default at upgrade. The <b>INN-Reach administration: Modify</b> permission, which was added in Polaris 5.2, is not granted to staff members by default and must be specifically assigned when appropriate.</p>
|
||||
<p>
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<img src="../../../Resources/Images/IRPerm.png" alt="" />
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<h1><a name="kanchor5569"></a>Set INN-Reach Request Parameters in Polaris Administration</h1>
|
||||
<p>Three INN-Reach parameters are available on the <b>Request</b> tab in Polaris Administration:</p>
|
||||
<ul>
|
||||
<li><b>INN-Reach: Automatic return at check-in</b>
|
||||
</li>
|
||||
<li><b>INN-Reach: Use my branch to ship/receive material</b>
|
||||
</li>
|
||||
<li><b>INN-Reach: Use this branch to ship/receive material</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="PolAdminReqParam_500x273.gif" style="width: 500;height: 273;" alt="" />
|
||||
</p>
|
||||
<p><a name="kanchor5570"></a>The <b>INN-Reach: Automatic return at check-in</b> parameter specifies whether the borrowing library checks in and then returns the INN-Reach ILL item, or checks in and returns the item in a single process. The default is set to <b>No. </b>If this parameter is set to <b>Yes</b>, and the borrowing library has also set the parameter <a href="#UseMyBranchToShipReceive" style="font-weight: bold;">INN-Reach - Use my branch to ship/receive material</a> to <b>Yes</b>, the processes are combined; the item status changes to In and then Returned-ILL in a single process. The following item status transitions are affected by this setting:</p>
|
||||
<ul>
|
||||
<li><b>OUT to IN</b> - Item is checked in after circulating to patron.</li>
|
||||
<li><b>IN-TRANSIT to IN</b> - Item returns In-Transit from another branch.</li>
|
||||
<li><b>HELD to IN</b>- Item is pulled from the hold shelf and checked in without circulating.</li>
|
||||
<li><b>Item status is IN and ILL Request status is Return Uncirculated</b> - Item was created when Received in Request Manager, and the <b>Return Uncirculated</b> checkbox is set. (In this case, the receiving branch has the parameters set to <b>Yes</b>.)</li>
|
||||
<li><b>LOST to IN</b> - Item is checked in after being declared Lost.</li>
|
||||
<li><b>CLAIM RETURN to IN</b> - Item is checked in after being declared Claim Returned.</li>
|
||||
<li><b>CLAIM NEVER HAD to IN</b> - Item is checked in after being declared Claim Never Had.</li>
|
||||
<li><b>MISSING to IN</b> - Item is checked in after being declared Missing.</li>
|
||||
<li><b>WITHDRAWN to IN</b> - Item is checked in after being Withdrawn.</li>
|
||||
<li><b>BINDERY to IN</b> - Item is checked in after being declared (in) Bindery.</li>
|
||||
<li><b>IN-REPAIR to IN</b> - Item is checked in after being declared In-Repair.</li>
|
||||
<li><b>UNAVAILABLE to IN</b> - Item is checked in after being declared Unavailable.</li>
|
||||
<li><b>CLAIM MISSING PARTS to IN</b> - Item is checked in after being declared Claim Missing Parts.</li>
|
||||
</ul>
|
||||
<p style="page-break-before: always;"><a name="kanchor5571"></a>The following parameters are used to specify the shipping and receiving branch for items requested through INN-Reach:</p>
|
||||
<p>
|
||||
<p><a name="UseMyBranchToShipReceive"></a><b>INN-Reach: Use my branch to ship/receive material</b> - Set this option to <b>Yes</b> if various branches in your library system handle shipping and receiving materials requested through INN-Reach. If a designated branch handles all shipping and receiving of material requested through INN-Reach, set this option to <b>No</b>, and select the branch in the <b>INN-Reach: Use this branch to ship/receive material</b> parameter.</p>
|
||||
<ul>
|
||||
<li style="mc-hyphenate: never;">When this option is set to <b>Yes</b>, and patrons from your local library system use INN-Reach to borrow material from a remote library, virtual items are created in Polaris with the receiving branch as the <b>Assigned</b> branch. When patrons return the items to the branch at which they were received, the items remain there until they are shipped back to the owning library. Items returned at other branches go in-transit back the branch at which they were received.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>When this option is set to <b>Yes</b>, and patrons from participating remote libraries place requests for items found in your library's local catalog, the <b>Pickup</b> branch for each of these requests is set to the <b>Assigned Branch</b> of the item that fills the request. This ensures that the items are held at, and shipped from, the library where they reside.</li>
|
||||
</ul>
|
||||
</p>
|
||||
<p> <b>INN-Reach: Use this branch to ship/receive material</b> - Select a branch as the designated location for shipping and receiving materials requested through INN-Reach. The <b>INN-Reach: Use my branch to ship/receive material</b> must be set to <b>No</b> to specify a central shipping and receiving branch. <ul><li>When a branch is designated as the shipping and receiving branch, and patrons from your local library system borrow material from a remote library, virtual item records are created in Polaris with the designated central branch as the item's <b>Assigned</b> branch. Patrons can return the items at any branch location, but they are always sent to the designated assigned branch for shipment back to the owning library. </li><li>When a branch is designated as the shipping and receiving branch, and patrons from a participating remote library place requests for items found in your library's local catalog, the <b>Pickup branch</b> for each of these requests is set to this central branch. This ensures that the items are transferred to this designated pickup branch for shipment to the remote library.</li></ul></p>
|
||||
<p> </p>
|
||||
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|
||||
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|
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1><a name="kanchor5203"></a>Implementing and Using INN-Reach Integration</h1>
|
||||
<p>INN-Reach is Innovative's user-initiated direct consortial borrowing system. Libraries running the Polaris ILS can take advantage of direct interaction with INN-Reach to expand their resource-sharing and consortial-borrowing capabilities, while using established Polaris workflows to manage circulation. After INN-Reach has been implemented, your library's patrons can discover titles and place holds on items that other participating libraries (Sierra, Millennium, Polaris, or other ILS) have contributed to the INN-Reach Central Catalog. The integration also enables your library to loan items it owns to patrons from other libraries who have placed requests on these items through INN-Reach. </p>
|
||||
<p>When a patron places an INN-Reach request on an item in the Central Catalog, the patron is identified and authorized to place the request. If the patron is registered with your library system and the request is for an item owned by another library, your Polaris library acts as the INN-Reach borrowing library. For information on processing INN-Reach requests from your library's patrons, see <a href="../INNBorrowingLib/PolarisBorrowing.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Borrowing Library</span></a>. </p>
|
||||
<p>When a patron registered with another library system places an INN-Reach request on an item your library owns, your Polaris library acts as the INN-Reach lending library. For information on processing INN-Reach requests from patrons outside of your library system, see <a href="../INNLendingLib/PolarisLending.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris as the INN-Reach Lending Library</span></a>.</p>
|
||||
<p>Once licensed for INN-Reach, your library can use the Request Manager to manage both INN-Reach requests placed by your patrons and INN-Reach requests placed on your items by patrons at other participating libraries.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>To use the Request Manager, staff must be assigned the existing <b>Access Hold Request Manager</b> and the <b>Access ILL Request Manager</b> permissions in Polaris. </p>
|
||||
<p> INN-Reach requests from your library patrons to borrow items from other libraries are listed on the ILL Requests view in the Request Manager. </p>
|
||||
<p>
|
||||
<img src="ReqManILLBorrow_550x294.gif" style="width: 550;height: 294;" alt="">
|
||||
</img>
|
||||
</p>
|
||||
<p style="page-break-before: avoid;"> INN-Reach requests to loan items to remote patrons at other libraries are listed on the INN-Reach Lending Requests view.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br>
|
||||
</br>Only Polaris libraries with a license for INN-Reach integration can see this view on the Request Manager workform.</p>
|
||||
<p>
|
||||
<img src="ReqManLending_550x293.gif" style="width: 550;height: 293;" alt="">
|
||||
</img>
|
||||
</p>
|
||||
<p>Your library may also participate in INN-Reach Peer-to-Peer circulation. With this feature, patrons from your library can borrow materials from multiple participating INN-Reach Central Catalogs. For details, see <a href="../PolarisINN_P2P_Overview.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">INN-Reach Peer-to-Peer Circulation</span></a>.</p>
|
||||
<h2 style="page-break-before: always;">Implementing INN-Reach Integration with Polaris </h2>
|
||||
<p>To implement INN-Reach integration with your Polaris system, your library, with the assistance of Innovative Interfaces staff, does the following tasks: </p>
|
||||
<ul>
|
||||
<li>Installs the INN-Reach license key (<b>ILS_LICENSEKEY_INNREACH</b>) with Polaris. When the license has been installed, the INN-Reach views, menu options, and toolbar options display in the Polaris application. </li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Sets up the local configuration and mapping profile that: <ul style="list-style-type: circle;"><li style="mc-hyphenate: never;">Specifies the criteria that must be met for local items to be contributed to the INN-Reach Central Catalog. These criteria are also used in synchronizing your local catalog with the INN-Reach Central Catalog–automatically adding (contributing), deleting (de-contributing), or changing records in the INN-Reach Central Catalog. For example, changing an item's status, material type, or collection may automatically de-contribute the item if it no longer meets the contribution criteria specified in your profile.</li><li>Maps the Polaris item collections and material types to local INN-Reach ITypes and the local ITypes to central ITypes. The central ITypes are used in template (name) matching to generate the correct virtual INN-Reach items. It is also used in mapping Polaris format IDs to ITypes so that the correct TOM icon for the held item appears in the patron's account. See <a href="../INNDataMapProfile/ContDataMapSpreadsheet.htm#Item" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Item Material Types for Uploading and Mapping to INN-Reach ITypes</span></a>.</li><li>Maps the Polaris patron codes to INN-Reach PTypes. This mapping is used to authenticate your patrons when they use the INN-Reach Central Catalog to place holds on items owned by other libraries, and to create virtual patron records when patrons from other libraries place INN-Reach requests on items owned by your library. See <a href="../INNDataMapProfile/ContDataMapSpreadsheet.htm#Patron" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Codes for Uploading and Mapping to INN-Reach PTypes</span></a>.</li></ul></li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>Grants permissions to specific staff members so that they can access INN-Reach administration functions. See <a href="GrantPermission.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Give staff permissions for INN-Reach administration functions</span></a>.</li>
|
||||
<li>Creates INN-Reach item templates in Polaris for each INN-Reach Central item type (IType) the library will use. See <a href="../INNBorrowingLib/INN-ReachItemTemplate.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Up INN-Reach ILL Item Templates</span></a>.</li>
|
||||
<li style="mc-hyphenate: never;">Identifies/updates the institutional patron record that will be used as a template in the automatic creation of virtual patron records. See <a href="set_up_patron_template.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable Creation of Virtual Patron Records</span></a>.</li>
|
||||
<li>Sets the INN-Reach parameter that specifies the shipping and receiving branch for materials requested through INN-Reach. The INN-Reach parameter is also checked during check in of the ILL item at the borrowing library. Depending on the setting, the item either goes in-transit or "floats" in to the branch where the borrowing patron returned the item. See <a href="INN-ReachParams.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set INN-Reach Request Parameters in Polaris Administration</span></a>.</li>
|
||||
</ul>
|
||||
<ul>
|
||||
<li>(Optionally) Sets the Request parameter to combine the check-in and return processes for INN-Reach ILL requests. If this parameter is set to <b>Yes</b>, the item is checked in and the ILL hold status is automatically updated to <b>Returned</b>. If the library leaves the parameter set to the default of <b>No</b>, the ILL items must be checked in and returned in two separate steps. </li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
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<tbody>
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||||
<tr>
|
||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/INN-Reach Integration/INNOverview/set_up_patron_template.htm">Open topic with navigation</a>
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<h1><a name="kanchor3773"></a>Enable Creation of Virtual Patron Records</h1>
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||||
<p style="mc-hyphenate: never;">When a patron who is not registered in your Polaris library system places an INN-Reach request on an item owned by your Polaris library, a virtual patron record is generated automatically so that the item can circulate to that remote patron. The virtual patron record is created using a combination of data and settings from the INN-Reach Create Hold message, the ILL institutional patron saved in the Polaris Administration parameter, and hard-coded defaults. Patron records for virtual patrons are exempt from all notices. For details regarding the automatic creation of the virtual patron record, see <a href="../INNLendingLib/Patron_places_hold.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Other library's patron places a hold request using INN-Reach</span></a>.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If a patron record is selected in the NCIP parameter, <b>ILL institutional patron</b>, you do not need to set up another patron record; only one ILL institutional patron can be selected for the library system. However, if an institutional patron is not identified in the parameter, the request from the remote patron will fail.</p>
|
||||
<p>To set up the ILL institutional patron that will be used to create virtual patron records:</p>
|
||||
<ol>
|
||||
<li value="1">Create a new patron record that will be identified as the institutional patron record. </li>
|
||||
</ol>
|
||||
<p class="indent2">The gender, statistical class, and other settings will be copied from this institutional patron to the virtual patron record.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Administration > Explorer > System</b>.</li>
|
||||
<li value="3">At the System level, select <b>Parameters</b>.</li>
|
||||
<li value="4">Select the <b>NCIP</b> tab.</li>
|
||||
<li value="5">Double-click <b>ILL institutional patron</b> to open the ILL Institutional Patron dialog box.</li>
|
||||
<li style="mc-hyphenate: never;" value="6">Click <b>Find Patron</b> and select the patron record that will be used to create virtual patron records.</li>
|
||||
<li style="mc-hyphenate: never;" value="7">Click <b>OK</b> to save the institutional patron parameter.</li>
|
||||
</ol>
|
||||
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|
||||
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|
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||||
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
|
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<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<col />
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<tbody>
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<tr>
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||||
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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<h1>INN-Reach Peer-to-Peer Circulation</h1>
|
||||
<p>INN-Reach <a name="kanchor2891"></a>Peer-to-Peer circulation allows patrons from Polaris local libraries to borrow materials from multiple participating INN-Reach Central Catalogs. Each participating INN-Reach Central Catalog contains only those records contributed by libraries affiliated with that specific system. See <a href="INNDataMapProfile/INNDataProfile.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Configuration and Mapping Profile </span></a>. However, patrons from each system can search for and request items from all participating INN-Reach Peer-to-Peer Central Catalogs. </p>
|
||||
<p>To implement INN-Reach Peer-to-Peer circulation, the library, with the help of an Innovative implementation representative, completes or updates the INN-Reach Configuration and Mapping Excel spreadsheet (see <a href="INNDataMapProfile/ContDataMapSpreadsheet.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">INN-Reach Configuration and Mapping Spreadsheet </span></a>). The spreadsheet includes central codes and related elements for the Central Catalogs that will participate in INN-Reach Peer-to-Peer circulation with your library. If your library already participates in and uploads records to an INN-Reach Central Catalog, you can add peer-to-peer Central Catalogs to the spreadsheet and upload it again. </p>
|
||||
<p> </p>
|
||||
</div>
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</div>
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<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
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<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.1</span></td>
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<td colspan="2" style="text-align: right;"> <a href="../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
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<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative Interfaces, Inc." alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative</span></a></td>
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Reference in New Issue
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