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

FieldTypeDescription
Polaris URL/HoststringThe Polaris API URL
Polaris Access IDstringThe Access ID for creating an authenticating token to the Polaris API
Access KeystringThe Access key (used in conjunction with the Access ID) for creating an authenticating token to the Polaris API
Staff DomainstringDomain used in conjunction with the Polaris Username and Password provided for CaiaSoft™
Staff UsernamestringUsername used in conjunction with the Polaris Domain provided for CaiaSoft™
Staff PasswordstringPassword used in conjunction with the Polaris Username provided for CaiaSoft™
Branch IDstringThe branch ID for the request list and remote storage item APIs
Branch TypestringThe 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.