Setting Up the eContent Item Templates for Axis 360

To enable the synch process to automatically create added copies for Axis 360 eContent titles, you must create an item template named Ebook automatic import or E-book automatic import (additional text can be appended to this name, but it must begin with this string), and select this template in the Axis 360 Vendor Account workform. For more information, see Axis 360 Added/Expired Copies.

You can also create multiple other item templates, named however your library wishes, to create item records when re-importing existing Axis 360 records to enable integration with Polaris Circulation.

To set up the item templates for Axis 360:

  1. Select File > New from the Polaris Shortcut Bar.
  2. Select Item Template and click OK. 

The Item Template workform opens.

  1. Type a name for the Axis 360 eContent item record.
    • If you are creating the item template that will be selected in the Vendor Account workform, it must be named Ebook automatic import or E-book automatic import. Case does not matter, and other words can follow this string, but the name must begin with Ebook automatic import. For Axis 360, this template is used only for added copies.
    • If you are creating an item template to be selected in an Axis 360 import profile, type any name in the Name box. You can create as many of these templates as are appropriate for your library. For example, your library may already have non-integrated Axis 360 records of various types (ebook, audio ebook, etc.) in its database. When you re-import the records to enable their integration, you can select the appropriate template for the eContent.
  2. In the Assigned box, select the branch for the eContent items that will be created using this template. If a resource group is selected in the Vendor Account, the Assigned branch selected in the item template must belong to the resource group.
  3. In the Circulation status box, select In.
  4. Select the Fine code and Renewal limit. These fields are required to save the item template, but they are ignored in eContent items circulation processing.
  5. Select File > Save, click the save button, or press Ctrl+S.

The template is saved.