Polaris SQL Jobs Reference

3M Novelist Select Export

Supports enriched content in 3M self-check machines. When the job is run, all holdings in the database are exported in tab-delimited format with the following information: isbn, itemid, bibrecordcallno, bibrecordid, title.

Yes

Acquisitions Overnight Claiming Cancellation

Identifies Purchase Order Line Item segments eligible for claiming or cancellation; changes statuses to Pending Claim or Cancelled; updates linked Purchase Orders and Purchase Order Line Items accordingly. All cancelled objects will have linked fund transactions reversed.

Yes

Automatic Offline Circulation Upload Processing

BookSense Import

Checks Polaris for new IndieBound (formerly Book Sense) best-seller list distribution and populates local database for display in the Polaris PowerPAC dashboard. See Best-Seller Lists from IndieBound (Book Sense, Inc.).

Yes

Build up Compressed Holdings Statement

Generates the compressed holdings statement for serials that is displayed in PAC search results. The statement is built from retained Issue/Part records at the system and each location level. It begins with the earliest issue retained and ends with the latest, but it does not reflect gaps in the holdings. See Displaying Serial Titles in the PAC.

Yes

Cash Drawer Daily Delete Rows

For libraries that use CLASS POS. Purges completed transactions from the table used by both applications for communication. Does not affect patron account tables.

No

Cataloging Background Tasks

Background process that manages the execution of all MARC data related background tasks, including Authority change distribution to bibs, Authority link management and Bib Bulk Change processing.

Yes

Cataloging Import Job (1, 2, 3)

Importing cataloging records. The three jobs run 1 minute apart from each other. No user can have more than one job running at a time. The three jobs allow multiple users to import records more efficiently.

N/A

Cataloging Purge Processing

Executes stored procedure Cat_PurgeDeletedRecords that performs the following:

• Checks CatPurgeCriterias table for ScheduledDate <= current day
• Purges Authority, Bibliographic or Item records that have been marked for deletion
• Purges Record Sets that have been marked for deletion

Yes

Circulation Background Processing

Processes a time-out for located requests if SA allows this to happen. It also processes patron account charges that are suspected to be duplicates

Yes

CJ PAC Availability

Recalculates availability counts in the event that the Polaris Administration setting for item status suppression changed.

Yes

CJ Automatic Display in PAC

CJ Keyword Processing

Maintains keyword weighting accuracy for relevancy ranking in PAC search results without reindexing. Repopulates the SearchSuggestions table for Did You Mean suggestions. See Set up basic operating features for Polaris PowerPAC. Updates the auto-suggest index with changes to bib, authority and patron records for use in the auto-suggest search terms list in the Find Tool and PAC. See Managing Auto-Search Suggestions. Applies processing rules and a Synonyms table to keywords in the BibliographicKeywords table. The job output goes to the BibliographicKeywordRelations table, which the search engine uses to find records containing words that are related to the PowerPAC user's search terms.

Yes

CJ DBCC Nightly

Data consistency check and optimization. Performs defragmentation and index optimization on all Polaris application databases. Should be run during minimal load time.

Yes

Classification Index Maintenance

Maintains the PIM_ClassificationIndex used by the Polaris Inventory Manager (available by separate purchase); indexes any modified or created items since the last time the job ran. This is a local call number index that does not include the Call Number Prefix. Used for shelf list sorting.

Yes

Clean Notification Queue

Removes items from the Results Notification Queue table that are no longer overdue or held. It also removes entries from the notification queue where the delivery option is fax.

Yes

Community Campaigns Processing

If the library has the required licenses for Community Profiles and Campaigns, the job creates automatic promotions based on settings in the Campaign records. The SQL job for campaigns runs every night before the nightly promotions indexing job, so that new promotions are indexed. Successive runs of the SQL job for campaigns delete all existing campaign-generated promotions created by and linked to the campaign, and create new promotions according to any settings saved to the Campaign workform.

No

Copy Offline Files

Allows administrators to have the SQL Agent automatically update the offline files on designated workstations. This job must be run under an account that has rights to copy the files to the local workstations on the network. See Enable automatic copying of .mdb files from the server to offline clients.

No

Dashboard Most Circulated

Populates Most Circulated Web part elements (Titles, Subjects, Authors) for display in the Polaris PowerPAC dashboard. When completed it resets the dashboard monthly circ counters. See Automatic Web Parts.

Yes

Dashboard New Titles

Creates the New Titles Web part elements (new books, new sound recordings, new video, new large print) for display in the Polaris PowerPAC dashboard. See Automatic Web Parts.

Yes

Custom 3M EContent Bib Cleanup

Once enabled by customer support, this job identifies cloudLibrary (formerly 3M Cloud Library) eContent bibs (those with resource entities), and looks within these bibs to determine if there are 856 tags with a 2nd indicator value of '2' and also a $3 with either of the following data strings: Cover Image or 3M Cloud Icon to be flipped.

If an 856 tag like this is found, it is changed to a 956 tag in the MARC record and re-indexed.

The job runs a single stored procedure called Custom_3M_EContentBibURLTagCleanup, which does all of the work.

Dual-purpose job that handles database backup in the production environment and table backups in the training environment.

On the production server, the job creates database backups of the Polaris ILS databases. The production job should be scheduled to start after the close of business, but should finish before the training side job starts.

On the training server the job will back up the existing configurations, restore the production database backups, and then restore the training configurations back on top of the production data.

After the job runs, the training environment will get an updated copy of the production data (patron, bib, item, and workstation information) but remain a functioning, separate training environment.

Data Validation

Performs application level data validation checks.

Yes

EDI Agent

For libraries that send electronic purchase orders and receive acknowledgments and invoices electronically using electronic data interchange (EDI). Checks Polaris Supplier records for EDI orders check box set to Yes; connects to the FTP servers specified in the Supplier records; calls the Acquisitions parameter for active or passive FTP transmission; scans the supplier’s FTP server for order acknowledgments and invoices; downloads and parses the appropriate files. It will also check for and retrieve Advanced Shipment Notice (ASN) files if the supplier record indicates the supplier can produce them. See Setting Up EDI Ordering.

No

Expire Community Events

For libraries that use Polaris Community Profiles. Automatically finds any event where the expiration date is less than the date the job runs, marks it not to display in PAC, and indexes the record accordingly.

See Enter a community event in the staff client.

Yes

Hold Notice Processing

Processes Hold Notices for email and SMS (text messages) only; sends out email notices by calling PolEmailManager.exe.

Yes

Holds Request Cleanup Nightly

Processes unclaimed and expired hold requests per Polaris Administration settings. It then auto-deletes Expired, Not-Supplied, and Canceled holds which have been in their current status and "alive" for greater than the number of days specified in Polaris Administration. See Set Holds options: Define terms and limits. Cleans up the delayed holds check box and days past first available fields if the parent check box is unchecked during bulk change. Finally, it clears data no longer needed from the BulkHolds and BulkHoldsBibs tables. See Bulk Hold Requests from Polaris PowerPAC Title Lists.

Yes

Hold Request Process Inactive Requests Nightly

Processes all inactive requests before the RTF Requests-To-Fill or RTF processing sends hold requests to designated libraries in a specified order. A library chooses to fill or deny the request. The request is routed until it is filled, it expires, or every library denies it. Routing Job.

Yes

Hold Request RTF Routing Nightly

Responsible for RTF routing on a nightly basis.

Yes

ISBN List

Generates a CSV file in {Server - Active Node}/ProgramData/Polaris/[version]/Logs/SQLJobs that lists the ISBNs for bibliographic records in your catalog where the ISBN is valid, the record status is final, and the record is set to display in PAC. The file is used to update the library’s holdings with NoveList Select. See Updating the Library’s Holdings for NoveList Select.

No

Item Shelving Status

Maintains the optional Item record ShelvingBit flag that indicates a recently checked in item is being shelved. These items are displayed with the optional Shelving status in the PAC. See Setting Shelving Status.

Note:
The stored procedure checks the shortest shelving duration set in the Shelving Status Options dialog box, divides it by 2, and determines if that many minutes have passed since the last run of the job. If not, the job does not run. For example, if the shortest duration set is 8 hours, the job runs only after 4 hours have passed since it was last run.

Yes

Manage Item Record History

Deletes item record histories based on the system-level Polaris Administration setting for the Cataloging parameter Item record history time threshold. See Displaying Cataloging Records.

Yes

Most Popular List

Generates the most popular list (circulation and hold request statistics) to be extracted for contribution to the “Best Sellers: Books Most Borrowed” feature in Library Journal. See Sending Circulation Statistics to Library Journal.

Yes

Notices Processing

Daily notices processing: Fine Notices; Overdue and Bill Notices; Reminders (almost overdue, expiration and inactive). Sends email notices by calling PolEmailManager.exe. Processes Hold Notices for mail if exporting hold notices is enabled; exports Overdue, Bill, Hold and Fine notices by calling ExportNotices.exe if exporting notices is enabled. See Delivering Notices by Phone (Outbound Telephony).

Yes

Offline Extract

Extracts data to the Polaris offline Access databases for offline Polaris circulation services. See Managing Offline Circulation.

Yes

PAC Popularity

Updates the popularity value associated with each bibliographic record, used in the PAC Most Popular sort feature. See Specifying Default Search Settings.

Yes

PAPI Processing

Deletes expired authentication tokens provided to library staff members for protected methods. The job calls the PAPI_DeleteExpiredAuthTokens database stored procedure which checks the PAPIStaffAuthentication table's AuthenticationExpDate column to determine which tokens are expired.

Yes

Patron Address Check

Places a stop (block) on a patron whose address check date has been exceeded. This job requires a stop in the patronstopdescriptions table like this: “Address Check Required”.
Removes block when address check date is no longer in the past.

No

Patron Delete

Using the SA parameters set for patron deletion and based on the SA settings, this job does one of the following:

• Deletes the patron records that fit the deletion criteria. Patron records that fit the exception criteria are put into the exception record set.
• Puts the patron records that qualify for deletion into the patron record set selected in SA.

See Setting Options for Deleting Patron Records.

No

Patron Processing

Performs overnight tasks specific to patrons:

• Maintains the patron reading history table and deletes rows which exceed SA limits
• Updates recurring EOT dates and those that are less than the current date
• Removes completed patron account transactions
• Removes unused patron addresses

• Removes reset password links once the specified active period has elapsed

Yes

Polaris Collection Agency

For libraries that use Polaris collection agency processing; enabled as part of setup when you subscribe to Collection Agency. Identifies patrons who have been flagged for collection since the last Submission report was generated and sends the Submission report by email to the collection agency and/or copies it to a designated directory. Also generates the Update report, which includes all patrons who are in collection and have had any activity (new charge, payment, or waive) at the reporting organization since the last report (Submission or Update) was generated.

Yes

Polaris Collection Synchronization

For libraries that use Polaris collection agency processing; enabled as part of setup when you subscribe to Collection Agency. Identifies patrons currently reported to the collection agency, including each patron’s barcode, name, and the amount due.

Yes

Polaris Scheduling Executive

For libraries that use Polaris SimplyReports. Runs scheduled tasks for SimplyReports.

Yes

Purge Acquisitions Records

Removes purchase orders and invoices from the Polaris database using settings in the Purge Purchase Orders and Invoices dialog box. See Purging Purchase Orders & Invoices.

Yes

Purge PatronID from Circ Transactions

Purges patron identification information from transactions according to settings in the Patron Services parameter Remove patron ID from circ transactions. See Removing Patron ID Information from Transaction Files.

Yes

RSS Populate New Titles

Creates RSS feed entries from Polaris PowerPAC for new titles (new books, new sound recordings, new video, new large print). See Setting Up RSS Feeds.

Yes

SDI Daily

Uses the SDIAgent executable to run searches saved by patrons in the PAC (search agent feature). On any given run, both the weekly and monthly searches scheduled to run on that date are processed. Any errors in the job are reported in an error log, which is placed in the same folder as the job report. See Editing Messages and Labels.

Yes

Serial Claiming Process

• For organizations that do automatic claiming, updates issue/part status to Claimed and creates related claiming data according to the serial holdings record claiming criteria. Generates claim notices according to SA settings.
• For organizations that do mediated claiming, updates issue/part status to Pending claim and creates related claiming data according to the serial holdings record claiming criteria.

See Claiming in Serials and Setting Up Serials Claiming.

Yes

Stop Expired Patrons

Places a stop (block) on all patrons whose expiration date is less than the current date.
Removes block when expiration date is no longer in the past.

No

Subfield Nine Utility

Deletes bib tags that have been marked with a $9. These tags may include: pre-existing holdings tags; 852 tags inserted automatically to create eContent items; embedded holdings tags that are used to create item records; and 970 tags used to create purchase order line items. See Setting Utility to Delete Bib Tags Marked with Subfield 9.

Yes

Transaction Processing

Generates daily transaction aggregates and patron reading history entries.

Yes

Year End Circ Count Rollover

Run once annually to roll over item, bib, and patron circulation counters to previous year tables and zero out the current year-to-date counters.

No