Configuring External Links
AEON
ALEPH
ALMA
Archive Space
FOLIO
ILLiad
Millenium
Polaris
Sierra
Sirsi/Dynix
WMS/OCLC
Voyager
Polaris Configuration & Requirements
Description
The CaiaSoft® / Polaris integration is a one-way connection from Caiasoft® to the Polaris API. For items accessed, CaiaSoft® will utilize the Polaris API to retrieve attributes (title, author, volume, call number, etc) of each item based on the updated date delta in Polaris. For circulation, CaiaSoft® will query the Polaris API at pre-determined intervals for items in desiginated locations that have had a hold placed.
CaiaSoft® Configuration
Use the Administration Module, the API & External Links button to see view/edit all settings.
If your facility is using multiple Sierra connections
for different collections, contact CaiaSoft® support to assist in the initial setup.
Required Fields for Setup
| Field | Type | Description |
|---|---|---|
| Polaris URL/Host | string | The Polaris API URL |
| Polaris Access ID | string | The Access ID for creating an authenticating token to the Polaris API |
| Access Key | string | The Access key (used in conjunction with the Access ID) for creating an authenticating token to the Polaris API |
| Staff Domain | string | Domain used in conjunction with the Polaris Username and Password provided for CaiaSoft® |
| Staff Username | string | Username used in conjunction with the Polaris Domain provided for CaiaSoft® |
| Staff Password | string | Password used in conjunction with the Polaris Username provided for CaiaSoft® |
| Branch ID | string | The branch ID for the request list and remote storage item APIs |
| Branch Type | string | The type of branch specified in teh request list API call (HoldRequestGetList) |
Additional Information
For the item attribute information retrieved using the RemoteStorageItemsGet API call, the items in branch specification is typically based on listtype equaling 2, with a start date 7 days prior. If items are updated earlier to 7 days before accession, please alert CaiaSoft support to update the API call.
See Admin Module Setup for information on File Format registration, the API & External Links section, and configuring Email Alerts for item denials and fulfillment.