CLC PUG 2013 Presentation – Polaris Under the Hood

Presented by Wes Osborn at the PUG 2013 conference on 10/11. The presentation covers troubleshooting tips and support tools that can help you understand how your Polaris environment works and ways to communicate with Polaris staff for faster incident resolution.

View and download the presentation slides here.

Here are links to the tools mentioned during the presentation:

OHPUG 2013 – SQL to Find More About a Transaction

declare @transactionid int = 4
declare @data table ( subtype varchar(max), value varchar(max) )

insert into @data
values (‘Header Data’, ”), (‘———-‘, ‘———-‘)
insert into @data
SELECT Field, Value
FROM
(
SELECT convert(varchar(max), o.DisplayName) as Organization,
convert(varchar(max), w.computername) as Workstation,
convert(varchar(max), pu.Name) as PolarisUser,
convert(varchar(max), th.TransactionDate, 20) as TransactionDate,
convert(varchar(max), tt.TransactionTypeDescription) as TransactionType
FROM PolarisTransactions.polaris.TransactionHeaders th
join polaris.polaris.organizations o on th.OrganizationID = o.OrganizationID
join polaris.polaris.Workstations w on th.WorkstationID = w.WorkstationID
join polaris.polaris.PolarisUsers pu on th.PolarisUserID = pu.PolarisUserID
join PolarisTransactions.polaris.TransactionTypes tt on th.TransactionTypeID = tt.TransactionTypeID
where TransactionID = @transactionid
) Main
UNPIVOT
(
Value FOR Field IN ( Organization, Workstation, PolarisUser, TransactionDate, TransactionType )
) Sub

insert into @data values ( ”,” ), ( ‘Transaction Details’, ” ), (‘———-‘, ‘———-‘)
insert into @data
select tst.TransactionSubTypeDescription,
case
when tst.DataType = ‘N’ then convert(varchar(max), td.numvalue)
when tst.DataType = ‘D’ then convert(varchar(10), td.dateValue, 20)
when tst.DataType = ‘T’ then ( select tds.TransactionString from PolarisTransactions.polaris.TransactionDetailStrings tds where tds.TransactionStringID = td.numValue )
when tst.DataType = ‘K’ then
(
select coalesce((select tstc.TransactionSubTypeCodeDesc from PolarisTransactions.polaris.TransactionSubTypeCodes tstc where tstc.TransactionSubTypeID = td.transactionsubtypeid and tstc.TransactionSubTypeCode = td.numvalue), convert(varchar(max), td.numvalue) )
)
else convert(varchar(max), td.numValue)
end
from PolarisTransactions.polaris.TransactionDetails td
join PolarisTransactions.polaris.TransactionSubTypes tst on
td.TransactionSubTypeID = tst.TransactionSubTypeID
where td.TransactionID = @transactionid
select * from @data

Join Us for OHPUG13 on August 23rd

It’s time for OHPUG13!

Join us for round table sessions, informative presentations on upcoming Polaris releases and opportunities to visit with your fellow Polaris users! 

“I received quite a few new ideas to implement. I thought it was a great conference.”
2012 OHPUG attendee

Our Agenda for the Friday, August 23, 2013 OHPUG Conference is as follows:

9:00-10:00 Registration/Check In
10:05-11:00 Polaris: What’s New in 4.1r2
11:00-11:15 Break
11:15-11:45 Round Table Option 1
11:45-12:15 Round Table Option 2
12:15-1:00 Lunch & Networking with Colleagues
1:00-1:45 Polaris Reporting Options
1:45-2:00 Break
2:00-2:45 Envisionware Products and Solutions That Integrate with Polaris
2:45-3:30 Polaris: Upcoming Release Information

ROUND TABLE DISCUSSION TOPICS – choose 2 of 4, each to last 30 minutes

[ ] I.T. Open Table -Polaris Client, Envisionware & Windows 7/8
[ ] PAC Customization options – what’s been tweaked at your library?
[ ] Tech Services Open Table – ACQ, Serials, Cataloguing open session
[ ] ePayments – discussion about PayPal, Smart Money Manager and other eCommerce payment options

If you need a hotel:

Drury Inn: A block of rooms have been reserved for the evening of Thursday, August 22 at the Drury Inn at a cost of $104.95 per night. The rooms feature two queen beds. The hotel offers a FREE hot-appetizer happy hour from 5:30-7PM and continental breakfast. The room block will be available until August 9, 2013. Please tell them you’re registering for the OHPUG block. Online reservations can be made here:
http://www.druryhotels.com/Reservations.aspx?groupno=2188167

Drury Inn, 88 E Nationwide Blvd., Columbus, OH 43215, 1-800-325-0720
Rates guaranteed through AUGUST 9, 2013.

Cost: $20 per person.

This fee covers the cost of breakfast, lunch, door prizes and assorted copy fees. An invoice will be sent to your library if registration is received before August 16, 2013. Any registration made after August 16, 2013 will be available at the registration desk. Checks should be made payable to the Central Library Consortium c/o the Grandview Heights Public Library.

Location: State Library of Ohio

Register for OHPUG HERE

New library partners will be joining CLC in 2013

Columbus Metropolitan Library, Worthington Libraries and Southwest Public Libraries have made the strategic decision to join the Central Library Consortium (CLC) in 2013. This partnership results in 11 library systems serving 1.4 million residents across six counties with nearly 1.2 million titles, doubling the number of titles all of those libraries currently offer their customers.

The CLC is a 25-year-old partnership among library systems who share materials, resources, servers, licenses, group purchases and even staff while remaining strong, independent library systems. Libraries in the consortium include: Alexandria, Fairfield County, Grandview Heights, Marysville, Pickaway County, Pickerington, Plain City and Wagnalls Memorial.

“We are very excited about this partnership and we think it’s a wonderful opportunity for all of our library systems,” said Ryan McDonnell, CLC Governing Council chair and the Director of Marysville Public Library. “The CLC Governing Council voted unanimously to welcome Columbus Metropolitan Library, Worthington Libraries and Southwest Public Libraries into the consortium. This will open so many doors for our library systems and more importantly, for our customers.”

This opportunity presented itself when Columbus Metropolitan Library, Worthington Libraries and Southwest Public Library chose to make Polaris Library Systems its new Integrated Library System (ILS) because all of the libraries in the CLC also operate with Polaris. An ILS is the core software that manages library business. It keeps track of items the library purchases, materials that have been borrowed, customer information, fines and fees, everything a library needs to control inventory and communicate with customers. The Columbus Metropolitan Library Board of Trustees voted today to make Polaris Library Systems its new vendor for its ILS. In that same meeting, the Board voted to join the CLC.

“Joining the CLC is a win-win for libraries and our customers throughout central Ohio,” said Patrick Losinski, chief executive officer of Columbus Metropolitan Library. “Polaris will give us the ability to better manage our resources, connect with customers and reduce costs. Our current in-house system has stood the test of time but it is now time to move into the next generation of library service and new technology.  All governments and non-profits have been challenged to look for ways to collaborate, save resources, and offer better services.  Libraries have been and continue to be at the forefront of this movement.”

Put simply, any customer from any of the libraries in the CLC will be able to borrow materials from any library in the consortium. Sharing services and materials will standardize customer experiences within the systems, making them more efficient and less costly. All these library systems appreciate the value of collaboration in a time that funding from the state has been diminishing.

“Polaris has been great for our current members,” said CLC Executive Director of Information Technology Wes Osborn. “We can offer effective resource sharing while allowing each library system to maintain its own identity. The CLC staff looks forward to building on our proven ILS platform by adding these new partners.”

“This will dramatically change the face of public library use in Central Ohio,” said Director of the Grandview Heights Public Library Mary Ludlum, a CLC founding member and the CLC Administering Library. “It is a thrill to join forces with the Columbus Metropolitan Library, Worthington Libraries, and Southwest Public Libraries. The sharing of these resources not only helps Ohio public libraries save money, it offers unprecedented access to materials for the public. This is a dream come true.”

Columbus Metropolitan Library, Southwest Public Libraries and Worthington Libraries have been partners in sharing a catalog and materials for over 20 years so they have already seen success with sharing materials.

“We are pleased to have this opportunity to advance our goal of increased resource sharing and excited about the possibility of greater collaboration and cooperation among public libraries in central Ohio and beyond,” said Worthington Libraries Director/Chief Executive Officer Chuck Gibson. “It will help us better meet the information demands of the communities we serve in a time of diminished state funding for libraries.

“This partnership demonstrates to our community, legislators and other stakeholders that we understand the need to think differently and collaboratively in a time of diminishing dollars,” Losinski said. “By investing in advances in technology and strategic partnerships, we position ourselves as an organization ready to meet the needs and demands of our customers and communities in every strategic way we can.”

“There is a lot of work to be done in a short amount of time,” said Columbus Metropolitan Library Collection Management Director Robin Nesbitt, ILS project manager. “But in the end we believe this move will save money, make our library systems better and our customers happier.”