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This page documents the current state of the DCB Service's patron search functionality within Polaris library systems. The goal is to improve the reliability of finding virtual patrons and explore the viability of deleting them.

Scope: This document focuses solely on Polaris LMS.

Current Polaris Patron Methods

Finding Virtual Patrons:

The DCB Service utilizes the PAPI Service API method "Patron Search" to locate virtual patrons. This method relies on the "PATNF" field (Name - First, Middle, Last) and the "real" patron's barcode. Documentation for this API can be found here: https://documentation.iii.com/polaris/PAPI/current/PAPIService/PAPIServicePatronSearch.htm#papiservicepatronsearch_3172958390_1270206

Creating Unique Virtual Patrons:

The DCB Service creates virtual patrons using the "PatronRegistrationCreate Version 1" method within the PAPI Service API. Details and request body example can be found here: https://documentation.iii.com/polaris/PAPI/current/PAPIService/PAPIServicePatronRegistrationCreate_v1.htm

Patron Field Usage in DCB Patron Creation

PatronBranchID:

  • Usage: Specifies the item location ID.

  • Source: Derived from the items assigned branch ID.

NameFirst:

  • Usage: Stores the original patron's barcode.

  • Source: Extracted from the original patron's information.

NameLast:

  • Usage: Stores the UniqueID[0] value, a combination of the local patron ID and agency code.

  • Source: DCB constructed.

PatronCode:

  • Usage: Specifies the local patron type.

  • Source: Mapped from the original patron type.

Barcode:

  • Usage: Generates a unique barcode for the virtual patron.

  • Formula: Prefix (from configuration) + Original Patron Barcode

Birthday (Required):

  • Usage: A mandatory field in Polaris.

  • Value: A fixed date "1999-11-01".

Potential Issues with Patron Search

https://openlibraryfoundation.atlassian.net/issues/?jql=text%20~%20%22DCB-1661*%22%20or%20summary%20~%20%22DCB-1661*%22%20or%20key%20%3D%20DCB-1661%20ORDER%20BY%20created%20DESC
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