Configuring External Links
Polaris Configuration & Requirements
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.
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
|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)|
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.