Staff Client Help v7.3 - v8.0
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAppStaff/EContent_Circ_Holds_Transactions.htm">Open topic with navigation</a>
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<h1>EContent Circ/Holds Transactions</h1>
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<p>Circulation and hold request transactions for eContent are logged in the staff client. This includes circulation transactions initiated from the vendor’s application. Some circulation actions, such as resetting due dates, do not apply to eContent.</p>
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<p><a name="kanchor3371"></a><a name="IX_eContent"></a><a name="kanchor3372"></a><a name="IX_transactions_in_the"></a>The following Polaris circulation activities apply to eContent:</p>
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<p class="NoteShade"><b>Note:<br /></b>The default loaning branch for circulation transactions is the patron’s registered branch, but your library can set the loaning branch as the item’s assigned branch for eContent circulations. This allows patron-initiated circulations, where the patron checks out or places holds on eContent from the PAC, to be tracked separately from circulations for physical items. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../EContentPAC/Patron-Initiated_EContent_Circulation_from_PAC.htm">Patron-Initiated EContent Circulation from PAC</a>.</MadCap:conditionalText></p>
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<!--Begin Top-Level ul-->
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<ul>
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<li>
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<p class="FM_Task"><span class="FM_BulletHead">Check-out and check-in transactions</span> - </p>
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<ul>
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<li>
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<p class="FM_Bullet">Two subtype codes identify eContent: one for an electronic item; one for the vendor account. EContent circulation transactions are included in existing standard Polaris reports, and can be identified in Polaris SimplyReports. </p>
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</li>
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<li>
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<p>Check-outs and check-ins done from the eContent vendor’s application are logged in Polaris after synchronization. The check-out subtype is 44 (Third party Checkout). The check-in subtype is 47 (Third party Checkin).</p>
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</li>
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<li>
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<p class="FM_Bullet">Checked out eContent titles are displayed in the Patron Status workform - Items Out view, and in the patron’s reading history. They can be removed from the reading history. </p>
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</li>
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<li>
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<p class="FM_Bullet">The due date is set at the point that the checkout occurs in Polaris, according to the rules established by the library’s account with the vendor. The due date includes the time due. </p>
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<p class="NoteShade"><b>Note:<br /></b>Due dates (automatic expiration dates) for eContent are calculated from the check-out transaction date and time, not the download date and time. </p>
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</li>
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</ul>
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</li>
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<li>When an eContent item is checked in from PAC, the action is recorded in the Polaris item record. The due date, check-out date, original due date, current borrower and loaning branch fields are cleared, and the <b>Last Borrower</b> fields are populated. The check-in transaction is recorded in the item record history.
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</li>
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<li><a name="kanchor3373"></a><a name="IX_transactions_in_staff_1"></a><a name="kanchor3374"></a><a name="IX_transactions_in_staff"></a>
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Hold request transactions -
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<ul><li>Econtent hold request created (6100)</li><li>Econtent hold requests satisfied (6101)</li><li>Econtent hold request canceled (6102) </li></ul></li>
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<li>These transactions include the following details:
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<ul><li>Date/time</li><li>Vendor ID</li><li>Title</li><li>Bib ID</li><li>Patron ID and patron branch, if available</li></ul></li>
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<li>
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<p class="FM_Bullet">Transaction subtypes identify the eContent type: eContent, Audio eContent, or Digital video recording.</p>
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</li>
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<li>
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<p class="FM_Bullet">EContent hold transaction types are not included in existing standard Polaris reports, but are available for reporting in Polaris SimplyReports, Patron History reports.</p>
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</li>
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<li>
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<p class="FM_Bullet">EContent requests placed from the PAC are not displayed in the Patron Status, Holds view or in other areas where holds display for physical items. </p>
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</li>
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<li>
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<p class="FM_Bullet">Item-level requests are not allowed, and eContent item records are automatically set to non-holdable. </p>
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</li>
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</ul>
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<!--End Top-Level ul-->
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<p>The following circulation actions do not apply to eContent items:</p>
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<ul type="disc">
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<li>
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<p class="FM_Bullet">Fines </p>
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</li>
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<li>
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<p class="FM_Bullet">Renewal</p>
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</li>
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<li>
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<p class="FM_Bullet">Reset due date </p>
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</li>
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<li>
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<p class="FM_Bullet">Claim</p>
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</li>
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<li>
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<p class="FM_Bullet">Declare lost</p>
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</li>
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<li>
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<p class="FM_Bullet">Manual changes to the circulation status</p>
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</li>
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<li>
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<p class="FM_Bullet">Route lists</p>
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</li>
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<li>
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<p class="FM_Bullet">Course reserves</p>
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</li>
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<li>
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<p class="FM_Bullet">Shelving status </p>
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</li>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>EContent Item Records</title>
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<h1><a name="XREF_42080_Axis_360_Ebook"></a>EContent Item Records</h1>
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<p><a name="kanchor5772"></a><a name="IX_staff_client"></a><a name="kanchor5773"></a><a name="IX_searching_in_the_staff_1"></a>You can search for integrated eContent item records in the Polaris Find Tool by selecting <b>Limit By</b> > <b>EContent (Integrated) </b>and then selecting<b> Yes, No </b>or<b> All. </b></p>
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<p class="indent2">
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<img alt="FTecontent.gif" style="width: 357.063pt;height: 201.131pt;margin-bottom: 0.000pt;" id="image1" src="FTecontent.gif" /> </p>
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<p>The <b>EContent</b> checkbox is checked automatically in the Item Record workform, which identifies the item record as an integrated eContent item record. Integrated eContent item records are assigned item barcodes with an eContent prefix. </p>
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<p>No special permissions are necessary for working with eContent item records; the existing <b>Item records: Create, Modify, Delete</b> permissions also apply to eContent items. </p>
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<p class="indent2">
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<img alt="econtentitem.gif" style="margin-bottom: 0.000pt;width: 615;height: 449;" id="image2" src="econtentitem_615x449.gif" /> </p>
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<p>The Item Record workform is generally the same for eContent item records as for other types of item records, with the following additional features and exceptions:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead">Links</span> - You can link to the vendor account and resource group. Select <b>Links </b>><b> Vendor Account </b>or <b>Resource Group </b>from the Item Record workform or from the right-click menu for an item record listed in the Find Tool or another list. </li>
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<li><span class="FM_BulletHead">Econtent checkbox</span> - The <b>Econtent</b> checkbox is always checked for integrated eContent vendor item records; it is supplied automatically and cannot be changed.</li>
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<li><b>File</b> > <b>New</b> - You cannot create a new eContent item record from the Item Record workform if the item is from an integrated eContent vendor.</li>
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<li><span class="FM_BulletHead">Assigned branch</span><b> </b>- If your library uses Resource Groups to limit access to eContent by branch, the assigned branch in the eContent item records should be in the resource group or digital branch selected in the integrated eContent vendor account. If the assigned branch is not in the resource group, the availability information in the PAC is negatively affected.</li>
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<li><span class="FM_BulletHead">Additional read-only fields</span> - These cannot be changed in the Item Record workform or via Item Bulk Change. See <a href="#XREF_60132_Read_Only_Fields">Read-Only Fields in Integrated EContent Items</a>.</li>
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<li><span class="FM_BulletHead">Vendor account and resource group</span> - The vendor account and resource group are displayed on the Item Record workform’s Source and Acquisition view and the property page.</li>
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<li><span class="FM_BulletHead">Added copy note</span> - The History view displays the following note for added copies of an existing eContent title that is under the same vendor contract: <b>Added copy created by API consumer service.</b> </li>
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</ul>
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<h4><a name="XREF_60132_Read_Only_Fields"></a>Read-Only Fields in Integrated EContent Items</h4>
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<p>Certain fields in item records, such as the check out date, cannot be changed in item records regardless of the type of material. The following additional fields are read-only for integrated vendor eContent item records:</p>
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<ul type="disc">
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<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">EContent Item Record workform header </span>
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</li>
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<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Barcode</b>
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</li>
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<li><b>EContent</b> (checkbox always checked) </li>
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<li><b>ILL item </b>(checkbox always unchecked)</li>
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<li><b>Non-circulating item</b> (checkbox always unchecked)</li>
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<li><b>Display in PAC</b> (checkbox always checked unless the copy has expired due to publisher restrictions)</li>
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<li><b>Title </b>(the <b>Find</b> button is disabled in the Item Record workform)</li>
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<li><b style="font-style: normal;font-weight: bold;t-decoration: none;letter-spacing: 0.00em;">Bib control no.</b>
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</li>
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<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">EContent Item Record workform Cataloging view</span>
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</li>
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<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Loan period </b>
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</li>
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<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Fine code</b>
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</li>
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<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Renewal limit</b>
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</li>
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<li><b>Loanable outside system</b> (checkbox always checked)</li>
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<li><b>Do not mail to patron</b> (checkbox always unchecked)</li>
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<li><b>Holdable</b> (checkbox always unchecked)</li>
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<li><b>Pickup at this branch</b> (checkbox always unchecked)</li>
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<li><b>Patrons from this library and branches</b> (checkbox always unchecked)</li>
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<li><b>Patrons from this branch</b> (checkbox always unchecked)</li>
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<li><b>Preferred borrowers </b>(checkbox always unchecked)</li>
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<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">EContent Item Record workform Circulation view</span>
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</li>
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<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Renewals/limits</b>
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</li>
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<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">EContent Item Record workform History view</span>
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</li>
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<li><b>Do not float </b>(checkbox always unchecked)</li>
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<li><span class="FM_BulletHead">EContent Item Record workform Reserves view </span>- The fields are always blank on the Reserves view.</li>
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</ul>
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<p class="FM_Heading4n">EContent Item Records and Item Bulk Change</p>
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<p>If you select an option in the Item Bulk Change dialog box, and the change cannot be made for some of the selected items because they are eContent, the changes are made in item records where the changes are possible, but not in the eContent items. The bulk change report lists the eContent item records that were not changed.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_27666_EContent_in_the"></a>EContent in the Polaris Staff Client</h1>
|
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<p><a name="kanchor5351"></a><a name="IX_searching_for_eContent"></a><a name="kanchor5352"></a><a name="IX_searching_in_the_staff"></a>EContent can be circulated from the PAC only and not the Polaris staff client. If a staff member attempts to check out or renew an eContent title from the staff client, an error message displays. Staff members can search for and access eContent bibliographic and item records in the staff client. They can be placed in record sets and bulk changed.</p>
|
||||
<p>To find eContent records for integrated eContent vendors, select the vendor in the Find Tool.</p>
|
||||
<p class="indent2">
|
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<img alt="limitbyVenacct.gif" style="width: 357.063pt;height: 296.582pt;margin-bottom: 0.000pt;" id="image0" src="limitbyVenacct.gif" /> </p>
|
||||
<p>For more information on eContent bibliographic records and their resource entities, which enable the integration between Polaris and the vendor, see <a href="../EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>.</p>
|
||||
<p>For more information on integrated eContent item records, see <a href="EContent_Item_Records.htm#XREF_42080_Axis_360_Ebook">EContent Item Records</a>.</p>
|
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<h1>Reactivating a Suspended Integrated eContent Vendor Account</h1>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After activating a vendor account, or reactivating a suspended vendor account, an IIS reset is required so that the PAC shows the correct information for the vendor's resources. For example, the IIS reset enables the Check Out or Place Hold button to be displayed instead of the <b>Temporarily Unavailable</b> button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
|
||||
<p>To reactive a suspended integrated eContent vendor account:</p>
|
||||
<ol>
|
||||
<li value="1">Open the integrated eContent vendor account in the Vendor Account workform. </li>
|
||||
<li value="2">Check the <b>Active </b>checkbox.</li>
|
||||
<li value="3">Save the workform.</li>
|
||||
<li value="4">Perform an IIS reset.</li>
|
||||
</ol>
|
||||
<h2>Results of Reactivating an Integrated eContent Vendor Account</h2>
|
||||
<p>When an integrated eContent vendor account is reactivated, the <b>Active </b>box is checked in the Vendor Account workform, all API processes resume, and the following changes occur in the PAC and Polaris staff client: </p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">PAC - </span>The <b>Temporarily Unavailable</b> changes back to the <b>Check out </b>or <b>Place request </b>button (whichever is appropriate). </li>
|
||||
<li><span class="FM_BulletHead">Polaris Staff Client - </span>The message <b>Vendor Account Suspended</b> no longer appears on the Resource view of the Bibliographic Record workform; automatic imports resume using the import profile specified in the vendor account; resource entities are built and used in circulation functions; and the item records are created during the import.</li>
|
||||
</ul>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAppSusVen/Suspend_an_integrated_eContent_vendor_account.htm">Open topic with navigation</a>
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<h1><a name="kanchor4372"></a><a name="IX_suspending_1"></a><a name="kanchor4373"></a><a name="IX_suspending"></a><a name="XREF_56488_Suspend_an"></a>Suspending an Integrated eContent Vendor Account </h1>
|
||||
<p>To suspend an integrated eContent vendor account:</p>
|
||||
<ol>
|
||||
<li value="1">Open the integrated eContent vendor account in the Vendor Account workform. </li>
|
||||
<li value="2">Clear the <b>Active </b>checkbox.</li>
|
||||
<li value="3">Save the workform.</li>
|
||||
<li value="4">Do an IIS reset.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
|
||||
<h2>Results of Suspending a Vendor Account</h2>
|
||||
<p>Changes will take effect after the IIS reset. When an integrated eContent vendor account is suspended, the following changes occur in the PAC and the Polaris staff client:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead"><a name="XREF_65559_Suspended"></a>PAC - </span>The <b>Check out </b>or <b>Place request </b>button changes to <b>Temporarily Unavailable</b> (the button text can be changed in WebAdmin). </li>
|
||||
<li><span class="FM_BulletHead" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><a name="XREF_14116_Suspended"></a>Polaris Staff Client</span>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Bibliographic Record</span> - The Resource view of the Bibliographic Record workform indicates that the vendor account is suspended.</li>
|
||||
<li><span class="FM_BulletHead">Import Profile </span>- In the import profile associated with the vendor account, the vendor account’s name is listed with <b>suspended</b> after it. If you select a suspended vendor account and import records using the Polaris Import Setup window, resource entities are built during the import, but the entities are not accessible for circulation functions. In addition, in the absence of the API call, the import cannot determine how many items to build, so no item records are built. When the vendor account is reactivated and the synchronization process restarts, any necessary item records are generated.</li>
|
||||
<li><span class="FM_BulletHead">Import Report </span>- The import report indicates the vendor account was suspended at the time of import, so only one item record was built for each imported bibliographic record. </li>
|
||||
</ul>
|
||||
</li>
|
||||
</ul>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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|
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<p align="center">
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Suspend and Reactivate an Integrated Vendor Account</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAppSusVen/Suspend_and_Reactivate_an_Integrated_Vendor_Account.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<h1>Suspending and Reactivating an Integrated Vendor Account</h1>
|
||||
<p>In the event of a system disruption, you can temporarily suspend an integrated eContent vendor account. Suspending an account applies only to integrated eContent vendor accounts because it allows the library to temporarily suspend API calls. When a vendor account is suspended, most API processes stop, which temporarily disallows eContent check outs and hold requests, and stops the automatic creation of eContent item records from these API calls. Synchronization of circulation transactions continues to take place for records currently checked out; for example, automatic check in occurs when an item is due. After resolving the system problem, you can reactivate the suspended vendor account. All API calls resume.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After activating a vendor account, or reactivating a suspended vendor account, an IIS reset is required so that the PAC shows the correct information for the vendor's resources. For example, the IIS reset enables the Check Out or Place Hold button to be displayed instead of the <b>Temporarily Unavailable</b> button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |Axis 360 EContent Integration|Patron Access to Axis 360 EContent" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Check out and download Axis360 eContent from Mobile PAC</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/Axis30MobPAC.htm">Open topic with navigation</a>
|
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|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1>Check Out and Download Axis360 eContent from Mobile PAC</h1>
|
||||
<p>Before checking out the Axis 360 eContent in Polaris, the patron must first go to the library’s Axis 360 Magic Wall web page and create an account using their library barcode, password, and the email address in their Polaris library account. <br /></p>
|
||||
<p>When checking out Axis 30 integrated eContent from Mobile PAC, the user selects the title in the Mobile PAC search results and selects <b>Check Out</b> on the Title page to go to the Check Out page.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/axisMobPACtitle_367x299.gif" style="width: 367;height: 299;" alt="" />
|
||||
</p>
|
||||
<p>On the Check Out page, the user selects the <b>Check Out</b> button.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/axisMobPaccheck_360x274.gif" style="width: 360;height: 274;" alt="" />
|
||||
</p>
|
||||
<p>A confirmation message informs the user that the eContent has been checked out and is ready to download.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
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</html>
|
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+79
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |Axis 360 EContent Integration|Patron Access to Axis 360 EContent" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/Axis360PowPAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Check Out and Download Axis360 eContent from PowerPAC</h1>
|
||||
<p>Before checking out the Axis 360 eContent in Polaris, the patron must first go to the library’s Axis 360 Magic Wall web page and create an account using their library barcode, password, and the email address in their Polaris library account. </p>
|
||||
<p>To check out the eContent in the PAC, the patron logs in to their account, and clicks or taps the <b>Check Out</b> button, which opens a light box.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACAxisCheckOutBtn_627x203.png" style="width: 627;height: 203;" alt="" />
|
||||
</p>
|
||||
<p>The patron clicks or taps <b>Check Out Now</b>.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACAxisCheckOutNow_630x269.png" style="width: 630;height: 269;" alt="" />
|
||||
</p>
|
||||
<p>A confirmation message box informs the user that the eContent title is checked out and ready to download.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PACAxisCheckOutSuccess.png" alt="" />
|
||||
</p>
|
||||
<p>The patron goes to the Axis 360 app on their device, logs into their Axis 360 account, selects <b>My lists</b>, <b>Items on Loan</b>, and downloads the eContent.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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/*]]>*/</script>
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</body>
|
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</html>
|
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+75
@@ -0,0 +1,75 @@
|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |Axis 360 EContent Integration" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/Axis_360_Added_Expired_Copies.htm">Open topic with navigation</a>
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<h1><a name="XREF_47818_Axis_360_Added"></a>Axis 360 Added/Expired Copies </h1>
|
||||
<p><a name="kanchor5128"></a><a name="IX_expired_eContent"></a><a name="kanchor5129"></a><a name="IX_added_copies"></a><a name="kanchor5130"></a><a name="IX_Axis_360_1"></a><a name="kanchor5131"></a><a name="IX_Axis_360"></a>The API consumer service queries Axis 360 on a daily basis and synchs the number of eContent item records for each resource entity, either adding or removing eContent item records as necessary. For details on the synch process, see <a href="../Implementing_EContent_Integration.htm">Integration with Polaris and eContent Vendors</a>.</p>
|
||||
<p>The item records are populated from the fields in the item template selected in the Axis 360 Vendor Account record. Only one <b>Ebook automatic import </b>item template can be selected in the vendor account, but the incoming added copies could be for either ebooks or downloadable audio ebooks. Since the library may need to modify fields, such as the item material type, collection etc., the added copy item records are automatically placed in a record set to make them easier to find and modify. Each vendor account can have only one record set for added copies, named following this pattern: <br /><b>E-added copies_VendorAccountName_ID=nnn</b> </p>
|
||||
<p>If necessary, the vendor account name is truncated to fit the 50-character record set name limit, and the vendor account ID follows the name. </p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example: </span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">E-added copies_Axis 360_ID=14</b>
|
||||
</p>
|
||||
<p>The record set owner is the same as the <b>Ebook automatic import</b> item template owner. If the owner is changed, a new system-generated record set with the correct owner is automatically created the next time the added copy process runs. If the record set is deleted or renamed, a new one is created automatically.</p>
|
||||
<p>A staff member with the appropriate permissions can bulk change the item records in the record set. After making the changes, the records should be removed from the record set. </p>
|
||||
<p class="indent2">
|
||||
<img alt="Axisaddcopy.gif" style="margin-bottom: 0.000pt;width: 386;height: 260;" id="image16" src="Axisaddcopy_386x260.gif" /> </p>
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<h1><a name="XREF_76646_Axis_360_Content"></a>Axis 360 EContent Integration</h1>
|
||||
<p><a name="kanchor3995"></a><a name="IX_eContent_integration_1"></a>Libraries using the Polaris ILS can catalog, display in PAC, manage access, and circulate eContent from Baker & Taylor’s Axis 360. Innovative Interfaces requires a license for each integrated eContent vendor and for the Polaris API (PAPI). Axis 360 uses Polaris API (PAPI) authentication, and Polaris requires an SSL certificate for PAPI server security. </p>
|
||||
<p>Once the library has a subscription with Baker & Taylor’s Axis 360 and the Polaris licenses, the library creates an item template, an integrated vendor account, and an import profile in Polaris. The vendor account is in Polaris Administration, not in Acquisitions, and it is used during importing to create resource entities in the eContent bibliographic records. After the setup is complete, the library imports the eContent MARC data using special features that are required to support the integration. </p>
|
||||
<p>As a result of this integration, patrons can search for, place holds on, and check out Axis 360 eContent directly from the PAC. All associated circulation processing and tracking for these integrated eContent occurs in Polaris. </p>
|
||||
<h2>Axis 360 and Polaris Synchronization</h2>
|
||||
<p>Availability and hold counts (total number of copies, number of available copies, and number of holds) for Axis 360 eContent titles appear in the PAC based on the status of the items in the Axis 360 repository, not on the status of the items in the Polaris database. Patrons can see the availability information whether they are logged into their library account or not.</p>
|
||||
<p>When a library purchases a new title, Axis 360 sends a push notification that the title is available, the import process automatically imports the new titles, and the title appears in the PAC within minutes. The availability counts for existing cloudLibrary titles are automatically updated when the library purchases additional copies or when copies expire because of publisher limits.</p>
|
||||
<p>When a patron checks out or places a hold on an Axis 360 title in Polaris, the data is immediately updated in the Polaris database and in the vendor's repository. However, when a patron uses the Axis 360 app to initiate circulation, the synchronization process takes longer because the app uses the Polaris API to push the data to Polaris, and then the API consumer service completes the process. The API consumer service also performs a periodic "pull" query of the Axis 360 database and then synchonizes the data if any circulation activity was detected.</p>
|
||||
<p>The Polaris database and Axis 360 are synchonized according to circulation activity as follows:</p>
|
||||
<ul>
|
||||
<li>Holds - Real time</li>
|
||||
<li>Check-out or Check-in from the PAC - Real time</li>
|
||||
<li>Check-out or Check-in from Axis 360- Every 5-15 minutes</li>
|
||||
<li>Added copy for an existing title - Once daily (overnight)</li>
|
||||
<li>Expired copy for an existing title - Once daily (overnight)</li>
|
||||
<li>Added title - new MARC record - N/A</li>
|
||||
</ul>
|
||||
<p>To ensure that the API consumer service synchronizes transactions correctly when a server is rebooted, the API consumer service attempts to connect every 35 seconds for 20 minutes. If it fails to connect, the service stops.</p>
|
||||
<p>See <a href="../Implementing_EContent_Integration.htm">Implementing EContent Integration - Overview</a> for a checklist of the components necessary for Polaris integration with eContent vendors.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Setting_Up_Polaris_for_Axis_360_Integration.htm">Setting Up Polaris for Axis 360 Integration</a>
|
||||
</li>
|
||||
<li><a href="Integrating_Existing_Axis_360_EContent.htm">Integrating Existing Axis 360 EContent</a>
|
||||
</li>
|
||||
<li><a href="Integrating_New_Axis_360_Bibs_Pre-Order.htm">Integrating New Axis 360 Bibs (Pre-Order)</a>
|
||||
</li>
|
||||
<li><a href="Overlaying_Axis_360_EContent_Bibs.htm">Overlaying Axis 360 EContent Bibs</a>
|
||||
</li>
|
||||
<li><a href="Axis_360_Import_Jobs.htm">Axis 360 Import Jobs</a>
|
||||
</li>
|
||||
<li><a href="Patron_Access_to_Axis_360_EContent.htm">Patron Access to Axis 360 EContent</a>
|
||||
</li>
|
||||
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_47998_Axis_360_Import"></a>Axis 360 Import Jobs</h1>
|
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<p>The Import Jobs Queue lists import jobs by the date and time posted, whether the import jobs are for eContent bibs or other types of records. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p>You can view or print a report for completed import jobs from the Import Jobs Queue window. The import report provides details regarding the import profile that was used, the settings in the import profile, the records created, errors (if any), and other details.</p>
|
||||
<p>See: <a href="View_the_jobs_or_print_reports_for_Axis_360_imports.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">View the Jobs or Print Reports for Axis 360 Imports </span></a></p>
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<h1>Axis 360 MARC Tags - Reference </h1>
|
||||
<p>When a user selects an Axis 360 vendor account in the import profile, the following MARC tags are used in the import process to create resource entities and enable integration between Axis 360 records and Polaris:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For more information, see <a href="../EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">037 </span>- The 037 (source of acquisition) tag is required for creating the resource entity. Baker & Taylor provides the 037.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:<br /></b><span style="font-weight: normal;">037        ‡adk42g9‡bBaker & Taylor Axis 360‡nhttp://eContent.Baker & Taylor.com</span>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">852 </span>- During import initialization, if the incoming Axis 360 records have 852 tags, they are removed from the records. New 852 tags are added for the correct number of copies.</li>
|
||||
<li><span class="FM_BulletHead">856 40</span> - During import initialization, the 856 tags with a first indicator (access method) of 4 (HTTP) and a second indicator of 2 (related resource) are updated with a second indicator of 0 (resource). The tag is then converted to a resource entity and moved to the Resources view of the Bibliographic Record workform. It does not display in the MARC view.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:<br /></span><span style="font-weight: normal;">856 40 ‡uhttp://poldev1.axis360qa.baker-taylor.com/Title?itemid=0012371026‡3Axis 360 eContent‡xPolDev3</span>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">856 42 </span>- An 856 tag for the Axis 360 cover image is inserted into the record. The tag is copied to the Resources view of the Bibliographic Record workform and then changed to a 956 tag, which is retained in the MARC view. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:<br /></b>856   42   ‡uhttp://images.btol.com/ContentCafe/Jacket.aspx?UserID=polaris-test&Password=polaris-test&Return=1&Value=9781458123299&Type=S<b><br style="font-weight: bold;" /></b></p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">856 42 $3</span> - During initializing, subfield 3 is populated by the <b>Default URL link text</b> field in the Axis 360 Vendor Account record. </li>
|
||||
<li><span class="FM_BulletHead">008 and 007</span> - The values required to create eContent Type of Material (TOM) codes may not be present in the Axis 360 records. You can use Bibliographic Bulk Change process to change or insert the appropriate tags and/or values.</li>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor811"></a><a name="IX_setting_up_Axis_360"></a><a name="kanchor812"></a><a name="IX_setting_up_for_Axis_360"></a><a name="kanchor813"></a><a name="IX_creating_an_Axis_360"></a><a name="XREF_72698_Create_an_Axis_360"></a>Creating an Axis 360 Integrated Vendor Account</h1>
|
||||
<p>Vendor records and vendor accounts are accessed through the Polaris Administration Explorer; they cannot be accessed from the Find Tool. Polaris Administration ownership and inheritance do not apply to vendor records or vendor accounts. </p>
|
||||
<p>To create an Axis 360 vendor account:</p>
|
||||
<p class="NoteShade"><b><b>Note:</b><br /></b>Vendor account permissions are not organization-specific, and users in the Admin group are granted these permissions: <b>Vendor Account: Access, Create, Modify, Delete</b>.</p>
|
||||
<p class="NoteShade"><b><b>Tip:</b><br /></b>You cannot create a new Vendor Account by selecting <b>File </b>><b> New</b> from the Polaris shortcut bar. </p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration </b>><b> Explorer </b>><b> System </b>><b> Vendor</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/VendorNodeSA_600x193.png" style="border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 600;height: 193;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Expand the <b>Vendors</b> node in the left pane to display the eContent vendors.</li>
|
||||
<li value="3">Select the <b>Axis 360 (integrated)</b> vendor, right-click, and select <b>New</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="rghtclickNewV.gif" style="margin-bottom: 0.000pt;width: 497;height: 194;" id="image5" src="rghtclickNewV_497x194.gif" /> </p>
|
||||
<p class="indent2">The Vendor Account workform opens with Axis 360 (integrated) in the <b>Vendor name</b> box.</p>
|
||||
<p class="indent2">
|
||||
<img alt="AxisNewVenAcct.gif" style="margin-bottom: 0.000pt;width: 600;height: 448;" id="image6" src="../../../Resources/Images/VendorAcctAxis_600x448.png" /> </p>
|
||||
<ol start="4">
|
||||
<li value="4">View the system-supplied fields and enter information in the editable fields:<ul><li><b>Vendor name </b>- System-supplied; read-only</li><li><b>Integrated circulation vendor</b> - This checkbox is automatically checked if the vendor’s eContent is integrated with Polaris.</li><li><b>Active </b>- This checkbox is initially unchecked when you are creating a vendor account for an integrated eContent vendor. Leave the checkbox unchecked, and enter the account information. Innovative Interfaces activates the vendor account.</li><li><b>Vendor account name - </b>(required) The library supplies a unique name to identify the account. </li><li><b>AccountID </b>- The account ID is supplied by Polaris when the account is saved, and it appears in the title bar of the Vendor Account workform. </li><li><b>Vendor account description</b> (optional) - The library can add a description for the vendor account. </li><li><b>Resource group</b> (optional) - The library can select a resource group to limit access to the eContent by branch. For more information on resource groups, see Polaris staff client online Help. </li><li><b>Icon URL</b> (optional) - The library can specify a URL location for the icon that represents the eContent vendor. </li><li><b>Vendor contract ID </b>- The vendor’s contract ID is required for integrated eContent vendors. The contract ID must be unique, and it can contain up to 255 characters.</li><li><b>Vendor account access ID</b> - The library’s access ID for the eContent vendor account.</li><li><b>Vendor account access key</b> - The library’s access key for the eContent vendor account.</li><li><b>Vendor account base path</b> - The URL path to the library’s resources at eContent vendor.</li><li><b>Vendor account server name</b> - The vendor account server name.</li><li><b>Vendor account use SSL</b> - The library selects <b>Yes</b> or <b>No</b> to indicate whether Secure Socket Layer is used.</li><li><b>Vendor account item template ID </b>- The library creates the item template used during the API-driven processes. For Axis 360, this template is used for added copies only. The item template name must begin with <b>Ebook automatic import</b> or <b>E-book automatic import</b>. </li><li><b>Content cafe cover image user name</b></li><li><b>Content cafe cover image password</b></li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>The library’s server should be set within 5 minutes of the correct time because Baker & Taylor has a 5-minute time-difference threshold on their servers. In addition, SSL must be configured correctly.</p>
|
||||
<ul>
|
||||
<li><b>Library OAuth</b> - Used to grant the Polaris ILS an access token, which is used to access the Axis 360 API.</li>
|
||||
<li><b>Default URL link text</b> - Identifies the URL link text and is also used as hover text for the vendor icon.</li>
|
||||
</ul>
|
||||
<ol start="5" data-mc-continue="false">
|
||||
<li value="5">Save the Vendor Account workform.</li>
|
||||
<li value="6">Click the <b>Test Connection</b> button to test the API settings in the vendor account and ensure that a connection is made to the vendor’s service (Baker & Taylor Axis 360 API). </li>
|
||||
</ol>
|
||||
<p class="indent2">If the test is successful, a message confirms that the connection was made. If a connection problem is encountered, one of the following messages may appear: <b>Library account does not exist</b>;<b> Incorrect URL</b>;<b> There was a problem communicating with the Baker & Taylor Axis 360 API service</b>;<b> </b>or other error messages as they become implemented by the Baker & Taylor API service.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Ask your Polaris representative to activate the vendor account.</li>
|
||||
</ol>
|
||||
<p class="indent2">This starts the API consumer service. To check the status of the service, see <a href="../EContentConsServ/Polaris_API_Consumer_Service.htm">Polaris API Consumer Services</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After activating a vendor account, or reactivating a suspended vendor account, an IIS reset is required so that the PAC shows the correct information for the vendor's resources. For example, the IIS reset enables the Check Out or Place Hold button to be displayed instead of the <b>Temporarily Unavailable</b> button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_90663_Set_up_the_Axis"></a>Creating the Axis 360 eContent Import Profile(s)</h1>
|
||||
<p class="NoteShade"><b><b>Note:</b><br /></b>These are suggestions for setting up the import profiles for Axis 360 eContent processing; your Polaris site manager can assist you in setting up the import profiles to support your library’s specific needs.</p>
|
||||
<p>Depending on your library’s purchasing and processing workflow for Axis 360 eContent, you may need to create multiple import profiles to support the following parts of the process:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p><span class="FM_BulletHead">Enable integration for existing Axis 360 non-integrated eContent bibs </span>- Export and then re-import the non-integrated Axis 360 eContent titles. See <a href="Integrating_Existing_Axis_360_EContent.htm">Integrating Existing Axis 360 EContent</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Enable integration for eContent titles downloaded from TS3 </b>- Import bibliographic records and enable integration for titles that have not yet been ordered. Then, bulk add the bibs to create the purchase order. See <a href="Integrating_New_Axis_360_Bibs_Pre-Order.htm">Integrating New Axis 360 Bibs (Pre-Order)</a>.</p>
|
||||
</li>
|
||||
<li>
|
||||
<p><b>Overlay Axis 360 integrated eContent bibs and retain resource entities</b> - Fully cataloged eContent bibs can be imported to overlay existing integrated eContent bibs while retaining the resource entities that enable the integration. See <a href="Overlaying_Axis_360_EContent_Bibs.htm">Overlaying Axis 360 EContent Bibs</a>.</p>
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<h1><a name="XREF_69957_Export_the_record"></a>Exporting the Record Set of Non-Integrated Axis 360 eContent Records</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library has SimplyReports and Export Express, you can select the record set to export. If your library does not have Export Express, your Polaris Site Manager can assist you with exporting the record set from the staff client.</p>
|
||||
<p>To export the Axis 360 eContent records using Export Express:</p>
|
||||
<ol>
|
||||
<li value="1">Log in to SimplyReports.</li>
|
||||
<li value="2">Select the <b>Bib list reports</b> tab.</li>
|
||||
<li value="3">Select <b>Export Express </b>><b> MARC file </b>><b> No holdings</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Expand the Bibliographic record general filters, select Bib record set, and select the record set. </p>
|
||||
<p class="indent2">
|
||||
<img alt="simprepAxisex.gif" style="margin-bottom: 0.000pt;width: 614;height: 267;" id="image7" src="simprepAxisex_614x267.gif" /> </p>
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<h1>Import Axis 360 eContent Bibs Downloaded from TS3</h1>
|
||||
<p>To set up the import profile for importing the Axis 360 eContent bibs downloaded from TS3 and enable integration with Polaris:</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Once you have set up the import profile and saved it (step 1), any staff member with the appropriate Polaris permissions can select it for subsequent imports of Axis 360 records downloaded from TS3.</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing Axis 360 bibs downloaded from TS3:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For general information about creating, copying, and modifying import profiles, see <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles_and_Importing_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Import Profiles and Importing Records</span></a>.<b><br /></b></p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">Create a new, blank import profile or start with a PolarisExec import profile and copy it.</li>
|
||||
<li value="2">On the Profile Setup tab, type a name for the import profile, select the Axis 360 vendor account in the <b>Vendor account</b> drop-down list box, and click <b>Save</b> to save the import profile.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent4">
|
||||
<img alt="impProfilesetupAxis.gif" style="margin-bottom: 0.000pt;width: 439;height: 355;" id="image10" src="impProfilesetupAxis_439x355.gif" /> </p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Select the Bibliographic Records tab and select or modify the options. Work with your Polaris site manager to determine the settings appropriate for your library. See <a href="#Examples">Examples of Settings for TS3 Imports</a>.</li>
|
||||
<li value="4">Select the Item Records tab and clear the <b>Build item records </b>checkbox.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent4">(EContent item records will be built by the overnight sync process once the titles have been ordered.)</p>
|
||||
<p class="indent4">
|
||||
<img alt="impProfileItemsTS3.gif" style="margin-bottom: 0.000pt;width: 439;height: 355;" id="image12" src="impProfileItemsTS3_439x355.gif" />
|
||||
</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="5">
|
||||
<li value="5">(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="6">(Optional) Select the Record Set tab, and modify the settings.</li>
|
||||
<li value="7">Save the import profile.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">The import profile is ready for any staff member with the appropriate permissions to select when importing pre-order Axis 360 eContent records from TS3.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Select <b>Utilities</b> > <b>Importing</b> > <b>Express Import </b>or <b>Full Import</b>.</li>
|
||||
<li value="3">Select the import profile created for importing Axis 360 records from TS3.</li>
|
||||
<li value="4">Click <b>Add</b> and select the file of Axis 360 eContent bibliographic records downloaded from TS3.</li>
|
||||
<li value="5">Click <b>Import</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The import job is added to the import queue. See <a href="Axis_360_Import_Jobs.htm#XREF_47998_Axis_360_Import">Axis 360 Import Jobs</a>. Once the import processing is complete, the Axis 360 eContent records are integrated with Polaris. </p>
|
||||
<p class="indent2">If your library follows this workflow, the imported records can be bulk-added to create the purchase order and the order can be sent to Baker & Taylor via EDI. See <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Acquisitions/PAorder/Create_a_purchase_order_by_bulk_adding_titles.htm#XREF_61381_Create_a_purchase">Create a purchase order by bulk adding titles</a>. </MadCap:conditionalText></p>
|
||||
<p class="indent2">When releasing the purchase order, the <b>Display in PAC</b> option can be selected so that patrons can place holds on these on-order titles.</p>
|
||||
<p class="indent2">However, on-order items must <span style="font-style: italic;">not </span>be created when the purchase order is released because the eContent item records are created by the overnight sync process when the titles have been purchased. When releasing an order for Axis 360, select <b>No</b> when the dialog box asks if you want to create on-order items. </p>
|
||||
<p class="indent2">
|
||||
<img alt="OnOrderItemsNo.gif" style="margin-bottom: 0.000pt;width: 218;height: 103;" id="image13" src="OnOrderItemsNo_218x103.gif" /> </p>
|
||||
<p class="indent2">Later, the library can import the full MARC records to overlay these “placeholder” bibs, while retaining the resource entities that enable the integration with Polaris. See<a href="Overlaying_Axis_360_EContent_Bibs.htm#XREF_74958_Overlaying_Axis"> Overlaying Axis 360 EContent Bibs</a>.</p>
|
||||
<h2><a name="Examples"></a>Examples of Settings for TS3 Imports</h2>
|
||||
<p><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><br /></span><span style=" font-weight: normal;">The following are examples of settings on the import profile’s Bibliographic Record tab to support a specific workflow. Your library may choose other options for importing TS3 pre-order bibs.</span>
|
||||
<br />
|
||||
<br /><b>Display in PAC</b> box is unchecked because the library opts to display these records only after the purchase order is released. <br /><br /><b>Perform MARC Validation</b> and <b>Perform Authority Control </b>boxes are unchecked because the records are not yet fully cataloged.<br /><br /><b>Perform Duplicate Detection</b> and <b>Use profile defined duplicate detection rules </b>are selected. The profile-defined rule is <b>incoming 037$a = existing 037$a.</b> If the incoming records include added copies, they are detected based on this rule.<br /><br /><b>Reject incoming record; add MARC retention tags to database record</b> is selected for processing suspected duplicate bibs. <b>Keep MARC tags</b> is selected automatically.<br /><br /><b>Profile defined overlay retention tags</b> is selected, and the 970 tag and indicators are the tags to retain. This allows the ordering data for added copies to be retained in the database record.<br /></p>
|
||||
<p class="BodyLevel4">
|
||||
<img alt="impProfileBibsTS3.gif" style="margin-bottom: 0.000pt;width: 439;height: 355;" id="image11" src="impProfileBibsTS3_439x355.gif" /> </p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_55080_Import_existing"></a>Importing Existing Axis 360 Records to Enable the Integration</h1>
|
||||
<p>To set up the import profile, and then import the file of exported non-integrated Axis 360 records to enable their integration with Polaris Circulation:</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing existing non-integrated Axis 360 eContent as follows:<ol style="list-style-type: lower-alpha;"><li value="1">Select the<b> </b><b>Integrated ebook Bibs</b> PolarisExec import profile in the Profile Manager, right-click, and select <b>Copy</b>.</li><li value="2">On the Profile Setup tab, type a new name for the import profile, and select the Axis 360 vendor account.</li></ol></li>
|
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</ol>
|
||||
<p class="indent4">
|
||||
<img alt="proftabAxisImpExisting.gif" style="margin-bottom: 0.000pt;width: 505;height: 221;" id="image8" src="proftabAxisImpExisting_505x221.gif" /> </p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Select the Bibliographic Records tab and set the duplicate detection options that are appropriate for your library. Work with your Polaris site manager to determine which settings to modify.</li>
|
||||
<li value="4">Select the Item Records tab and select the item template created for Axis 360 eContent</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can select any item template, but if your library uses resource groups, ensure that the item template’s assigned branch is in the resource group with access to the Axis 360 vendor account. </p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="5">
|
||||
<li value="5">(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="6">(Optional) Select the Record Set tab, and modify the settings.</li>
|
||||
<li value="7">Save the import profile.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<ol start="2">
|
||||
<li value="2">Select <b>Utilities</b> > <b>Importing</b> > <b>Express Import </b>or <b>Full Import</b>.</li>
|
||||
<li value="3">Select the import profile created for integrating existing non-integrated Axis 360 eContent. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="importProfilesetup.gif" style="margin-bottom: 0.000pt;width: 507;height: 411;" id="image9" src="importProfilesetup_507x411.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>Add</b> and select the file to import.</li>
|
||||
<li value="5">Click <b>Import</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Axis 360 titles are imported and integrated with Polaris circulation. After the import is complete, an overnight process synchronizes items out and hold requests in existing patron accounts.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to add call numbers from the 099 tag to the newly-created eContent item records, you can select the <b>Use call number fields from bib record</b> setting on the Item Bulk Change dialog box. </p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/Import_fully-cataloged_bibs_to_overlay_Axis_360_bibs.htm">Open topic with navigation</a>
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<h1><a name="XREF_38449_Import_fully"></a>Importing Fully-Cataloged Bibs to Overlay Axis 360 Bibs</h1>
|
||||
<p>To set up an import profile designed for importing fully-cataloged Axis 360 eContent bibliographic records, and then import the records using the profile.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Once you have set up the import profile and saved it (step 1), any staff member with the appropriate Polaris permissions can select it for subsequent imports of full Axis 360 bib records.</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing fully-cataloged Axis 360 from Baker & Taylor or another vendor by copying the PolarisExec <b>Integrated ebook Bibs</b> import profile, or create a new import profile.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For general information about creating, copying, and modifying import profiles, see <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles.htm#XREF_67328_Automatic">Setting Up Import Profiles</a>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">On the Profile Setup tab, type a name for the import profile, select the Axis 360 vendor account in the <b>Vendor account</b> drop-down list box, and click <b>Save</b> to save the profile.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="impProfFullAxis.gif" style="margin-bottom: 0.000pt;width: 358;height: 290;" id="image14" src="impProfFullAxis_358x290.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the Bibliographic Records tab and verify that the following options are set:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The Bibliographic Records tab must be set up to: <br /><br />- perform duplicate detection using profile-defined rules; <br />- these rules must include <b>incoming</b><span style="font-style: italic;"> </span><b>037$a = existing 037$a</b>; <br /><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>- the incoming records must be retained as final;<br /><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span>- 856 tags must be retained from overlaid bibs.<br /><br />Other settings may be defined according to your library’s workflow. Work with your Polaris site manager to set up this import profile specifically for overlaying Axis 360 pre-order bibs.<br /><br /></p>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li><b>Perform duplicate detection</b> - The checkbox must be selected.</li>
|
||||
<li><b>Use profile defined duplicate detection rules</b> - The checkbox must be selected.<b>Rules to apply (as unique groups)</b> - The profile-defined rules must include <b>incoming 037$a = existing 037$a</b></li>
|
||||
<li><b>Save incoming record as final; replace database record</b> - This option must be selected under <b>If a duplicate is found</b>.</li>
|
||||
<li><b>Keep MARC tags </b>- The checkbox must be selected.</li>
|
||||
<li><b>Profile defined overlay retention tags</b> - This option must be selected, and the following tags must be listed as profile-defined overlay retention tags:</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<blockquote>
|
||||
<ul style="list-style-type: circle;">
|
||||
<li><b>856</b> - any indicator 1 or 2 value.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
</blockquote>
|
||||
<p class="indent4">
|
||||
<img alt="retain856tag.gif" style="margin-bottom: 0.000pt;width: 215;height: 112;" id="image15" src="retain856tag_215x112.gif" /> </p>
|
||||
<ol start="4">
|
||||
<li value="4">Click<b> Save</b> to save the settings for the Bibliographic Records tab.</li>
|
||||
<li value="5">Select the Item Records tab and verify that the options for building item records are set correctly.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Item records are created by the overnight synch process after the Axis 360 titles are ordered. If you select the option to build item records when importing full Axis 360 bibs, item records are created only under certain circumstances. Work with your Polaris site manager to determine which item record options to select.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="7">(Optional) Select the Record Set tab, and name the record sets to identify the type of records being imported.</li>
|
||||
<li value="8">Save the import profile.</li>
|
||||
</ol>
|
||||
<p class="indent2">The import profile is ready for any staff member with the appropriate permissions to select when importing fully-cataloged Axis 360 eContent records.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select <b>Utilities</b> > <b>Importing</b> > <b>Express Import </b>or <b>Full Import</b>.</li>
|
||||
<li value="10">Select the import profile created for importing fully-cataloged Axis 360 records.</li>
|
||||
<li value="11">Click <b>Add</b> and select the file of Axis 360 eContent bibliographic records downloaded from TS3.</li>
|
||||
<li value="12">Click <b>Import</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The import job is added to the import queue. See <a href="View_the_jobs_or_print_reports_for_Axis_360_imports.htm#XREF_98191_View_the_jobs_or">View the jobs or print reports for Axis 360 imports</a>. Once the import processing is complete, the pre-order Axis 360 eContent records are overlaid with the fully-cataloged records, and the Axis 360 titles retain the resource entities that enable the integration. </p>
|
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<h1><a name="XREF_52772_Integrating"></a>Integrating Existing Axis 360 EContent</h1>
|
||||
<p>If your library already has Axis 360 eContent records in its catalog, resource entities must be created for these records to enable integration with Polaris Circulation. This process involves locating all the Axis 360 eContent bibliographic records, putting the records in a record set, exporting the records to a file, optionally deleting the bibliographic records from the Polaris database, and then re-importing them using the import profile set up for integrating Axis 360 eContent records. </p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Put_existing_non-integrated_Axis_360_eContent_records_in_a.htm#XREF_98977_Put_existing_non">Putting Existing Non-Integrated Axis 360 eContent Records in a Record Set</a>
|
||||
</li>
|
||||
<li><a href="Export_the_record_set_of_non-integrated_Axis_360_eContent.htm#XREF_69957_Export_the_record">Exporting the Record Set of Non-Integrated Axis 360 eContent Records</a>
|
||||
</li>
|
||||
<li><a href="_Optional_Delete_the_existing_non-integrated_Axis_360_records.htm#XREF_38755_Optional_Delete">(Optional) Deleting the Existing Non-Integrated Axis 360 Records</a>
|
||||
</li>
|
||||
<li><a href="Import_existing_Axis_360_records_to_enable_the_integration.htm#XREF_55080_Import_existing">Importing Existing Axis 360 Records to Enable the Integration</a>
|
||||
</li>
|
||||
</ul>
|
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</div>
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<h1><a name="XREF_72204_Integrating_New"></a>Integrating New Axis 360 Bibs (Pre-Order) </h1>
|
||||
<p>If your library creates Polaris purchase orders for Axis 360 eContent titles by downloading bibs from Baker & Taylor’s Title Source 3 (TS3), importing the downloaded bibs, and then bulk-adding them to the purchase order, you can continue to use this workflow for integrated Axis 360 eContent records. At this point in the process, the records downloaded from TS3 are “placeholder” bib records for pre-publication titles or for published titles that have not been ordered yet. These records are not fully cataloged and lack the 856 tags that link to the eContent and enable the integration with Polaris. </p>
|
||||
<p>Therefore, if your library uses TS3 for selecting and downloading Axis 360 records, your TS3 MARC Profile List must be set up first to supply the following sub-fields in the 037 tags of the downloaded Axis 360 records:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>See <a href="Set_up_the_Baker_Taylor_TS3_MARC_Profile_List.htm#XREF_27247_Set_up_the_Baker">Set up the Baker & Taylor TS3 MARC Profile List</a>.</p>
|
||||
<ul type="disc">
|
||||
<li><b>037$a BT key string</b> - The import process that creates resource entities for these placeholder records depends on the presence of the Baker & Taylor “BT key” in the 037$a of the imported record. This also provides a unique identifier for deduplication when the full MARC record is imported at a later date.</li>
|
||||
<li><b>037$nTSeContent</b>- To allow pre-publication titles to be integrated in the PAC, so that patrons can place holds on them, Polaris relies on the presence of an 037$n tag containing the string: <b>TSeContent</b> (case does not matter).</li>
|
||||
</ul>
|
||||
<p>When the files containing these 037 tags are imported using an import profile with Axis 360 selected in the <b>Vendor Account</b> field, 856 tags are constructed during import initialization using the data in these 037 tags and data from the selected Axis 360 vendor account. The constructed 856 tags follow this pattern: </p>
|
||||
<p><b>856 40 ‡u{contractID}.baker-taylor.com/Title?itemID={string from 037 a subfield}‡3{Default URL link text string from vendor account}‡x{contractID</b>}</p>
|
||||
<p>During the import process, these constructed 856 tags are used to create the resource entities in the bibliographic records. See <a href="../EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>. No item records are created because the titles have not yet been ordered. </p>
|
||||
<p>When releasing the purchase order, the user must <span style="font-style: italic;">not </span>create on-order items because the eContent item records are created by the overnight sync process after the titles have been purchased. </p>
|
||||
<p>See also:</p>
|
||||
<p><a href="Import_Axis_360_eContent_bibs_downloaded_from_TS3.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Import Axis 360 eContent Bibs Downloaded from TS3</span></a>
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<h1><a name="XREF_74958_Overlaying_Axis"></a>Overlaying Axis 360 EContent Bibs</h1>
|
||||
<p>When your library receives fully-cataloged Axis 360 eContent bibliographic records from Baker & Taylor or another vendor, a staff member imports these records using an import profile set up to: detect duplicates based on the 037 tag; overlay these duplicate with the full incoming records; and retain tags that create resource entities. See <a href="Import_fully-cataloged_bibs_to_overlay_Axis_360_bibs.htm#XREF_38449_Import_fully">Import fully-cataloged bibs to overlay Axis 360 bibs</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Inform the bibliographic record vendor that the fully-cataloged eContent bibliographic records provided to overlay integrated eContent bibs must have the following requirements:</p>
|
||||
<p class="FM_ExampleBulleted">• <span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span>The records must be MARC or MARCXML bibliographic records.</p>
|
||||
<p class="FM_ExampleBulleted">• <span style="word-spacing: normal;font: 6.0pt "Times New Roman";">  </span>The 037 tags must be retained because that tag contains the eContent item identifier and serves as a match point to detect duplicates during importing.</p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_40289_Patron_Access_to"></a>Patron Access to Axis 360 EContent </h1>
|
||||
<p>For patrons who have logged into their PAC library accounts, the eContent available for checkout or hold requests depends on the Axis 360 vendor account and whether the patron’s registered branch has access to the eContent provided by that account. For more information about options for displaying, managing, and circulating eContent, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online"><a href="../../Patron_Services_Admin/PDPrequests/allowrenewitemholds.htm#XREF_90169_Managing_EContent">Managing EContent in the PAC</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor1402"></a><a name="IX_placing_holds"></a><a name="kanchor1403"></a><a name="IX_Axis_360_eContent_1"></a><a name="kanchor1404"></a><a name="IX_Axis_360_eContent"></a>When the Axis 360 eContent is accessible to the logged-in patron, a <b>Check Out</b> button is displayed in the PAC search results if the title is available. If the patron has access, but the title is not available because it is checked out, a <b>Place Hold</b> button is displayed. If the patron does not have access to the eContent title, a <b>Restricted</b> button is displayed with the hover text <b>Sorry this title is currently not available at your registered branch</b>. You can modify this text string in WebAdmin using the mnemonic: <b>PACML_EBRESTRICTED_TIP</b>. </p>
|
||||
<p>The library can change the <b>Check Out</b> and <b>Place Hold</b> button text by modifying the following strings in WebAdmin:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_AXISCHECKOUT</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_AXISPLACEHOLD</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Before checking out the Axis 360 eContent in Polaris, the patron must first go to the library’s Axis 360 Magic Wall web page and create an account using their library barcode, password, and the email address in their Polaris library account. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Axis360PowPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Check Out and Download Axis360 eContent from PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="Axis30MobPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Check Out and Download Axis360 eContent from Mobile PAC</span></a>
|
||||
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|
||||
</ul>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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||||
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|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_98977_Put_existing_non"></a>Putting Existing Non-Integrated Axis 360 eContent Records in a Record Set</h1>
|
||||
<p>To locate the existing Axis 360 eContent records and put them in a record set:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Work with your Polaris Site Manager to determine the best way to find these records. You may need to set up an SQL search in the Find Tool.</p>
|
||||
<ol>
|
||||
<li value="1">Set up the search criteria in the Find Tool to find the existing non-integrated Axis 360 records.</li>
|
||||
<li value="2">Select the records in the results list, right-click, and select <b>Add to record set</b>.</li>
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<h1><a name="kanchor193"></a><a name="IX_Baker_Taylor_pre_pub"></a><a name="kanchor194"></a><a name="IX_Baker_Taylor_eContent"></a><a name="kanchor195"></a><a name="IX_Title_Source_3_MARC"></a><a name="kanchor196"></a><a name="IX_Title_Source_3"></a><a name="kanchor197"></a><a name="IX_MARC_profile_list"></a><a name="kanchor198"></a><a name="IX_TS3_See_Title_Source_3"></a><a name="XREF_27247_Set_up_the_Baker"></a>Set up the Baker & Taylor TS3 MARC Profile List</h1>
|
||||
<p>The Polaris import processing and resource entity creation relies on the presence of the Baker & Taylor “BT key” in the 037$a of the imported record. To allow pre-publication titles to be integrated in the PAC, so patrons can place holds, Polaris relies on the presence of an 037$n tag containing the string <b>TSeContent</b>. If you use TS3 carts/downloads to order Axis 360 titles, you will need to set up your TS3 MARC Profile List to supply these two fields to the 037 tag in the bibliographic records that you download from TS3. Polaris also strongly recommends that you remove several other tags from the records before downloading from TS3.</p>
|
||||
<p>Settings for the TS3 MARC Profile List:</p>
|
||||
<ol>
|
||||
<li value="1">Copy the 947$c to the 037$a.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TS31.gif" style="margin-bottom: 0.000pt;width: 386;height: 65;" id="image0" src="TS31_386x65.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Add the <b>TSeContent</b> string to the 037$.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TS32.gif" style="margin-bottom: 0.000pt;width: 381;height: 48;" id="image1" src="TS32_381x48.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Remove the 024$a and the 028$a</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="TS33.gif" style="margin-bottom: 0.000pt;width: 371;height: 113;" id="image2" src="TS33_371x113.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Remove all 856 tags</li>
|
||||
</ol>
|
||||
<p>If you do not use TS3 to order Axis 360 titles, the Axis 360 bibliographic records that you import into Polaris still must have the Baker & Taylor “BT key” in the 037$a.</p>
|
||||
</div>
|
||||
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|
||||
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||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Set up the eContent item templates for Axis 360</title>
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<h1><a name="kanchor3894"></a><a name="IX_setting_up_item_templates"></a><a name="kanchor3895"></a><a name="IX_setting_up_Axis_360_item"></a><a name="XREF_12849_Set_up_the"></a>Setting Up the eContent Item Templates for Axis 360</h1>
|
||||
<p>To enable the synch process to automatically create added copies for Axis 360 eContent titles, you must create an item template named <b>Ebook automatic import</b> or <b>E-book automatic import</b> (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 <a href="Axis_360_Added_Expired_Copies.htm#XREF_47818_Axis_360_Added">Axis 360 Added/Expired Copies</a>.</p>
|
||||
<p>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.</p>
|
||||
<p>To set up the item templates for Axis 360:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Select <b>Item Template </b>and click<b> OK.</b> </li>
|
||||
</ol>
|
||||
<p class="indent2">The Item Template workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a name for the Axis 360 eContent item record. <ul type="disc"><li>If you are creating the item template that will be selected in the Vendor Account workform, it must be named <b>Ebook automatic import</b> or <b>E-book automatic import</b>. Case does not matter, and other words can follow this string, but the name must begin with <b>Ebook automatic import</b>. For Axis 360, this template is used only for added copies. </li><li>If you are creating an item template to be selected in an Axis 360 import profile, type any name in the <b>Name</b> 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.</li></ul></li>
|
||||
<li value="4">In the <b>Assigned</b> 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 <b>Assigned</b> branch selected in the item template must belong to the resource group.</li>
|
||||
<li value="5">In the <b>Circulation status </b>box, select <b>In</b>.</li>
|
||||
<li value="6">Select the <b>Fine code</b> and <b>Renewal limit</b>. These fields are required to save the item template, but they are ignored in eContent items circulation processing.</li>
|
||||
<li value="7">Select <b>File </b>><b> Save</b>, click the save button, or press <span class="Input">Ctrl+S</span>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The template is saved.</p>
|
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|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1>Setting Up Polaris for Axis 360 Integration</h1>
|
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<p><a name="kanchor3113"></a><a name="IX_setting_up_Polaris_1"></a><a name="kanchor3114"></a><a name="IX_setting_up_Polaris"></a>Bibliographic records for Axis 360 titles are imported into Polaris using the import utility in the Polaris staff client. The import processing that integrates Axis 360 eContent with Polaris depends on specific settings in the item template, vendor account, and import profile. Your Polaris Site Manager can assist you with this setup.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_the_Baker_Taylor_TS3_MARC_Profile_List.htm#XREF_27247_Set_up_the_Baker">Setting up the Baker & Taylor TS3 MARC Profile List</a>
|
||||
</li>
|
||||
<li><a href="Set_up_the_eContent_item_templates_for_Axis_360.htm#XREF_12849_Set_up_the">Setting Up the eContent Item Templates for Axis 360</a>
|
||||
</li>
|
||||
<li><a href="Create_an_Axis_360_integrated_vendor_account.htm#XREF_72698_Create_an_Axis_360">Creating an Axis 360 Integrated Vendor Account</a>
|
||||
</li>
|
||||
<li><a href="Create_the_Axis_360_eContent_import_profile_s.htm#XREF_90663_Set_up_the_Axis">Creating the Axis 360 eContent Import Profile(s)</a>
|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |Axis 360 EContent Integration|Axis 360 Import Jobs" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/View_the_jobs_or_print_reports_for_Axis_360_imports.htm">Open topic with navigation</a>
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<h1><a name="XREF_98191_View_the_jobs_or"></a>View the Jobs or Print Reports for Axis 360 Imports </h1>
|
||||
<p>To view import jobs in the Import Jobs Queue:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities </b>><b> Importing </b>><b> Import Jobs Queue</b> to open the Import Jobs Queue window.</li>
|
||||
</ol>
|
||||
<p class="indent2">By default, the jobs are sorted by the date and time posted. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p class="NoteShade"><b>Tip:</b>
|
||||
<br />If you do not need to view the report before printing it, you can select the import job in list, and click the <b style="font-weight: normal;">Report</b> button, or right-click and select <b style="font-weight: normal;">Print Report</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the import job you want to view or print.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Import Report pdf appears in the preview window.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File </b>><b> Print</b> to print the report displayed in the preview window.</li>
|
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|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentAxis360/_Optional_Delete_the_existing_non-integrated_Axis_360_records.htm">Open topic with navigation</a>
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<h1><a name="XREF_38755_Optional_Delete"></a>(Optional) Deleting the Existing Non-Integrated Axis 360 Records</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Work with your Polaris site manager to determine if this task is right for your library. If you choose not to delete the bibliographic records, you must delete any item records that are linked to the bibliographic records. (New eContent item records will be created automatically during integration process.)</p>
|
||||
<p>After exporting the records to a file on the desktop or another location, delete the records from the database. </p>
|
||||
<p>To delete the non-integrated records from the Polaris database:</p>
|
||||
<ol>
|
||||
<li value="1">Open the record set of the non-integrated records.</li>
|
||||
<li value="2">Delete the non-integrated Axis 360 eContent bibliographic records and their linked items from the Polaris database.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_47818_Removing_Expired"></a>cloudLibrary™ Added/Expired Copies</h1>
|
||||
<p>The API consumer service queries cloudLibrary (formerly 3M Cloud Library) daily and synchronizes the number of eContent item records for each resource entity, either adding or removing eContent item records as necessary. For details on the synch process, see EContent Vendor and Polaris Synchronization.</p>
|
||||
<p>The item records are populated from the fields in the <b>Ebook automatic import </b>item template selected in the cloudLibrary Vendor Account workform. Only one Ebook automatic import item template can be selected in the vendor account, but the incoming added copies could be for either ebooks or audio ebooks. Since the library may need to modify fields, such as the item material type, collection etc., the added copy item records are placed in a record set to make them easier to find and modify.</p>
|
||||
<p>EContent item records created during added-copy processing are automatically added to record sets. Each vendor account has only one system-supplied record set for added copies, named following this pattern:</p>
|
||||
<p><b>E-added copies_VendorAccountName_ID=nnn</b> </p>
|
||||
<p>If necessary, the vendor account name is truncated to fit the 50-character record set name limit, and the vendor account ID follows the name. </p>
|
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<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example: <br /></span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">E-added copies_3M_ID=10</b>
|
||||
</p>
|
||||
<p>The record set owner is the same as the <b>Ebook automatic import</b> item template owner. If the owner is changed, a new system-generated record set with the correct owner is automatically created the next time the added copy process runs. If the record set is deleted or renamed, a new one is created automatically. A staff member with the appropriate permissions can bulk change the item records in the record set. After making the changes, the records should be removed from the record set. </p>
|
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<img alt="Eadded3M.gif" style="width: 380.568pt;height: 181.621pt;margin-bottom: 0.000pt;" id="image6" src="Eadded3M.gif" /> </p>
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<h1><a name="XREF_54849_3M_EContent"></a>cloudLibrary eContent Integration</h1>
|
||||
<p><a name="kanchor5034"></a><a name="IX_automatic_integration"></a><a name="kanchor5035"></a><a name="IX_automatic_processes"></a><a name="kanchor5036"></a>When the library purchases eContent from Bibliotheca, the following automatic processes enable the integration with Bibliotheca's cloudLibrary eContent and Polaris:</p>
|
||||
<ul type="disc">
|
||||
<li>Bibliotheca's API makes a call to the Polaris API (PAPI).   </li>
|
||||
<li>The Polaris API consumer service is notified. This service allows the Polaris ILS to consume data from third-party APIs. </li>
|
||||
<li>The Polaris API consumer service calls Bibliotheca's API and gets the MARCXML records and a count of the number copies for each eContent title the library purchased.</li>
|
||||
<li>The Polaris API consumer service parses the MARCXML records and creates the appropriate number of holdings tags based on the holdings count.</li>
|
||||
<li>The Polaris API consumer service then submits an automatic import job for processing.</li>
|
||||
<li>The bibliographic records are imported automatically using the import profile selected in the Vendor Account workform. The <b>Integrated ebook Bibs </b>import profile is selected by default, but your library can select another import profile, provided it has the settings required for the integration. </li>
|
||||
<li>Automatic import jobs appear in the Import Jobs Queue. The automatic import jobs are listed in the Import Jobs Queue in the same way as staff-initiated import jobs, and the import report provides details regarding the automatic import.</li>
|
||||
<li>New bibliographic records for the integrated cloudLibrary eContent are saved in the Polaris database.</li>
|
||||
<li>A Resource Entity is created for each 856 tag that contains cloudLibrary vendor account data and links to the eContent in the cloudLibrary repository. The vendor contract ID is in subfield x of the 856 tag. The Resources view of the Bibliographic Record workform displays the Resource Entity. See <a href="../EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>.</li>
|
||||
<li>Integrated eContent item records are created when the eContent bibs are automatically imported. During import initialization, the API determines how many item records need to be built, and 852 tags are inserted into the bibliographic records. When the bibliographic records are automatically imported, the appropriate number of item records are created using information in these tags as well as information in the <b>Ebook automatic import </b>item template selected in the 3M Vendor Account workform. </li>
|
||||
<li>Auto-suggest and facets are updated the following day - PAC auto-suggest and search results facets for these newly imported eContent records are updated after the overnight jobs for these processes are run. </li>
|
||||
</ul>
|
||||
<p>Then, when a patron checks out an eContent item in the Polaris PAC, the transaction is integrated between cloudLibrary and Polaris:</p>
|
||||
<ul type="disc">
|
||||
<li>The PAC notifies Bibliotheca's API that an eContent checkout took place, in real time.</li>
|
||||
<li>The item is checked out in the vendor’s service (cloudLibrary).</li>
|
||||
<li>The item is checked out in Polaris.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Integrated eContent checkins through the PAC are handled the same way.</p>
|
||||
<p>If the patron checks out the eContent directly from cloudLibrary, the following events occur:</p>
|
||||
<ul type="disc">
|
||||
<li>Bibliotheca's API contacts PAPI to inform it that the checkout took place. These checkout calls to PAPI take place in a batch, which is sent to PAPI every 10-20 minutes.</li>
|
||||
<li>The Polaris API consumer service monitors the PAPI checkout queue and processes any pending checkout transactions.</li>
|
||||
<li>The item is checked out in Polaris.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Integrated eContent checkins through the vendor’s service (cloudLibrary) are handled the same way.</p>
|
||||
<ul>
|
||||
<li>If your library also uses Bibliotheca's cloudLink feature to share digital collections among libraries in a cloudLink group, "external" patrons from other non-Polaris libraries in the cloudLink group can check out cloudLink titles held by Polaris libraries. For these checkouts from external patrons, Polaris assigns an item status of Econtent External Loan to the checked out item because the transaction cannot be associated with the patron. Polaris also returns those item records to In status when the external patron checks in the title in the cloudLibrary app, or when the loan period expires. See also: <a href="CloudLink730.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing the cloudLink Feature</span></a><span style="color: #000000;">.</span></li>
|
||||
</ul>
|
||||
<h2>cloudLibrary and Polaris Synchronization</h2>
|
||||
<p>Availability and hold counts (total number of copies, number of available copies, and number of holds) for cloudLibrary eContent titles appear in the PAC based on the status of the items in the cloudLibrary repository, not on the status of the items in the Polaris database. Patrons can see the availability information whether they are logged into their library account or not.</p>
|
||||
<p>When a library purchases a new title, cloudLibrary sends a push notification that the title is available, the import process automatically imports the new titles, and the title appears in the PAC within minutes. The availability counts for existing cloudLibrary titles are automatically updated when the library purchases additional copies or when copies expire because of publisher limits.</p>
|
||||
<p>When a patron checks out or places a hold on a cloudLibrary title in Polaris, the data is immediately updated in the Polaris database and in the vendor's repository. However, when a patron uses the cloudLibrary app to initiate circulation, the synchronization process takes longer because the app uses the Polaris API to push the data to Polaris, and then the API consumer service completes the process. The API consumer service also performs a periodic "pull" query of the cloudLibrary database and then synchonizes the data if any circulation activity was detected.</p>
|
||||
<p>The Polaris database and cloudLibrary are synchonized according to circulation activity as follows:</p>
|
||||
<ul>
|
||||
<li>Holds - Real time</li>
|
||||
<li>Check-out or Check-in from the PAC - Real time</li>
|
||||
<li>Check-out or Check-in from the cloudLibrary app - Every 5-15 minutes</li>
|
||||
<li>Added copy for an existing title - Every 5-15 minutes</li>
|
||||
<li>Expired copy for an existing title - Every 5-15 minutes</li>
|
||||
<li>Added title - new MARC record - Every 5-15 minutes</li>
|
||||
</ul>
|
||||
<p>To ensure that the API consumer service synchronizes transactions correctly when a server is rebooted, the API consumer service attempts to connect every 35 seconds for 20 minutes. If it fails to connect, the service stops.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Setting_Up_Polaris_for_3M_Integration.htm">Setting Up Polaris for cloudLibrary Integration</a>
|
||||
</li>
|
||||
<li><a href="Integrating_Existing_3M_EContent.htm">Integrating Existing cloudLibrary EContent</a>
|
||||
</li>
|
||||
<li><a href="Integrating_New_3M_EContent.htm">Integrating New cloudLibrary EContent</a>
|
||||
</li>
|
||||
<li><a href="3M_Added_Expired_Copies.htm">cloudLibrary Added/Expired Copies</a>
|
||||
</li>
|
||||
<li><a href="Overlaying_3M_eContent_Bibs.htm">Overlaying cloudLibrary eContent Bibs</a>
|
||||
</li>
|
||||
<li><a href="3M_Import_Jobs.htm">cloudLibrary Import Jobs</a>
|
||||
</li>
|
||||
<li><a href="MARC_Tags_in_3M_Bibs_-_Reference.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">MARC Tags in cloudLibrary Bibs - Reference</span></a>
|
||||
</li>
|
||||
<li><a href="Patron_Access_to_3M_EContent.htm">Patron Access to cloudLibrary EContent</a>
|
||||
</li>
|
||||
<li><a href="CloudLink730.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing the cloudLink Feature</span></a>
|
||||
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/3M_Import_Jobs.htm">Open topic with navigation</a>
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<h1><a name="XREF_88581_3M_Import_Jobs"></a>cloudLibrary Import Jobs</h1>
|
||||
<p>The Import Jobs Queue lists import jobs by the date and time posted, whether the import jobs are for eContent bibs or other types of records. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p>You can view or print a report for completed import jobs from the Import Jobs Queue window. The import report provides details regarding the import profile that was used, the settings in the import profile, the records created, errors (if any), and other details. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../../Cataloging_Admin/PDKcatalog/Managing_Importing.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Managing Importing</span></a></MadCap:conditionalText>.</p>
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<h1>Implementing the cloudLink Feature</h1>
|
||||
<p>Libraries using the cloudLibrary eContent service can implement Bibliotheca's cloudLink feature whereby libraries in a cloudLink group can share digital collections across multiple cloudLibrary accounts. Bibliotheca's cloudLink groups are ILS-independent and can be used to connect existing cloudLibrary customers on different systems, usually based on geographic location. The Polaris integration can also support a "self-contained" cloud, where all libraries in the cloudLink group are on the same Polaris server.</p>
|
||||
<p>To ensure that patron check-outs and requests appear under a single library when resources are being shared via cloudLink, use the Preferred Vendor Accounts policy table. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Existing cloudLibrary customers who are not using the cloudLink feature do not need to use the Preferred Vendor Accounts policy table. However, all cloudLink customers should use the policy table to provide the best patron experience.</p>
|
||||
<h2>Circulation Transactions for cloudLink Titles</h2>
|
||||
<p>When cloudLibrary titles are checked out through the PAC, Polaris uses the Item Library ID returned in the cloudLibrary API to associate the correct item record with the patron. For cloudLink libraries, one of two transaction types can be logged:</p>
|
||||
<ul>
|
||||
<li>If the item belongs to a library that exists in the Polaris database, a normal check-out transaction is logged.</li>
|
||||
<li>If the item does not belong to a library within the Polaris database, a new eContent check-out (6103) transaction is logged. This is different from a normal check-out transaction because there is no item record associated with the transaction. In addition, the following message appears: <b>Your ebook has been successfully checked out. To provide faster access, this ebook was borrowed from a partner library. Please use your cloudLibrary reader to download or view this title.</b></li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="SetUpPrefVendAcctCloudLink.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up the Preferred Vendor Accounts Policy Table</span></a>
|
||||
</li>
|
||||
<li><a href="SharedCloudLinkinPAC.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Shared cloudLink Titles Display in the PAC</span></a>
|
||||
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|
||||
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|
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|
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<h1>Creating CloudLibrary eContent Import Profile(s)</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These are suggestions for setting up the import profiles for cloudLibrary eContent processing; your Polaris site manager can assist you with setting up the import profiles to support your library’s specific needs.</p>
|
||||
<p>The <b>Integrated ebook Bibs</b> import profile is a PolarisExec read-only import profile that enables eContent integration. It is selected by default in the cloudLibrary (formerly 3M Cloud Library) Vendor Account workform to enable automatic imports. Your library may copy and rename this import profile, and then select the renamed import profile in the Vendor Account workform, but the settings that create the resource entities must be retained. Before selecting an import profile other than the default <b>Integrated ebook Bibs</b> import profile in the cloudLibrary Vendor Account workform, consult with your Polaris site manager. See <a href="Integrating_New_3M_EContent.htm">Automatic Import Profile Selected in the cloudLibrary Vendor Account</a>.</p>
|
||||
<p>Depending on your library’s processing workflow for cloudLibrary eContent, you may need to create an import profile to overlay cloudLibrary integrated eContent bibs with fully-cataloged bibs while retaining resource entities. See <a href="Overlaying_3M_eContent_Bibs.htm#XREF_63172_Overlaying_3M">Overlaying cloudLibrary eContent Bibs</a><span class="FM_BulletHead">.</span></p>
|
||||
<p>If your library has existing non-integrated cloudLibrary eContent bibliographic records, delete them from the database, and delete any linked items. However, if you want to preserve cataloging work that was done for these non-integrated titles, you can export the bibs to a file, and then re-import them after the synch process has created the integrated eContent bibs. </p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor4979"></a><a name="IX_setting_up_3M"></a><a name="kanchor4980"></a><a name="IX_setting_up_for_3M"></a><a name="kanchor4981"></a><a name="IX_creating_vendor_accounts"></a><a name="XREF_30765_Create_an"></a>Creating a cloudLibrary Integrated Vendor Account </h1>
|
||||
<p>To create a vendor account for a cloudLibrary (formerly 3M Cloud Library) integrated eContent vendor:</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You cannot create a new Vendor Account by selecting <b>File </b>><b> New</b> from the Polaris shortcut bar. </p>
|
||||
<ol>
|
||||
<li value="1">Select the <b>Administration </b>><b> Explorer </b>><b> Vendor</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="AdminExplVendor_600x200.png" style="border-left-style: solid;border-left-width: 0px;border-left-color: ;border-right-style: solid;border-right-width: 0px;border-right-color: ;border-top-style: solid;border-top-width: 0px;border-top-color: ;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: ;width: 600;height: 200;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The Administration Explorer - Vendor window appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the cloudLibrary vendor, right-click, and select <b>New</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="cloudLibraryNew_600x214.png" style="width: 600;height: 214;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The Vendor Account workform opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="VendorAcctWkfmCloudLib_491x360.png" style="width: 491;height: 360;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Modify the editable fields and test the vendor connection as follows:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Required fields are labeled in bold.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Vendor name </b>- cloudLibrary (Integrated). System-supplied; read-only</li>
|
||||
<li><b>Integrated circulation vendor</b> - This checkbox is automatically checked if the vendor’s eContent are integrated with Polaris.</li>
|
||||
<li><b>Active </b>- This checkbox is initially unchecked when you are creating a vendor account for an integrated eContent vendor. Leave the checkbox unchecked, and enter the account information. Innovative Interfaces activates the vendor account.</li>
|
||||
<li><b>Vendor account name - </b>(required) The library supplies a unique name to identify the account. </li>
|
||||
<li><b>AccountID </b>- The account ID is supplied by Polaris when the account is saved, and it appears in the title bar of the Vendor Account workform. </li>
|
||||
<li><b>Vendor account description</b> (optional) - The library can add a description for the vendor account. </li>
|
||||
<li><b>Resource group</b> (optional) - The library can select a resource group to limit access to the eContent by branch. For more information on resource groups, see Polaris staff client online Help. </li>
|
||||
<li><b>Icon URL</b> (optional) - The library can specify a URL location for the icon that represents the eContent vendor. The icon is always sized at 16x16 pixels so it is aligned correctly in the PAC. For an integrated eContent vendor, the icon appears next to the TOM icon in PAC displays. If a bibliographic record has multiple resource entities for different integrated vendor accounts, and more than one resource entity is eligible for display in PAC based on resource group filtering, the default icon for the PAC theme is used. </li>
|
||||
<li><b>Vendor contract ID </b>- The vendor’s contract ID is required for integrated eContent vendors. The contract ID must be unique, and it can contain up to 255 characters.</li>
|
||||
<li><b>Vendor account access ID</b> - The library’s access ID for the eContent vendor account.</li>
|
||||
<li><b>Vendor account access key</b> - The library’s access key for the eContent vendor account.</li>
|
||||
<li><b>Vendor account base path</b> - The URL path to the library’s resources at eContent vendor.</li>
|
||||
<li><b>Vendor account server name</b> - The vendor account server name.</li>
|
||||
<li><b>Vendor account use SSL</b> - The library selects <b>Yes</b> or <b>No</b> to indicate whether Secure Socket Layer is used.</li>
|
||||
<li><b>Vendor account import profile ID</b> - The import profile for automatic API-driven imports for the integrated eContent vendor. The PolarisExec<b> Integrated eContent Bibs </b>profile, or a renamed copy of this profile. See <a href="Create_3M_eContent_import_profile_s.htm">Create cloudLibrary eContent import profile(s)</a>.</li>
|
||||
<li><b>Vendor account item template ID </b>- The library creates the item template used during the automatic API-driven import process. The item template name must begin with <b>eContent automatic import</b> or <b>eContent automatic import</b>. See <a href="Set_up_the_eContent_item_templates_for_3M.htm">Set up the eContent item templates for cloudLibrary</a>.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tips:<br /></b>The library’s server should be set within 5 minutes of the correct time because 3M has a 5-minute time difference threshold on their servers. In addition, the SSL must be configured correctly.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Test connection</b> - Save the Vendor Account workform, and click the <b>Test Connection</b> button to test the API settings in the vendor account and ensure that a connection is made to the vendor’s service (cloudLibraryAPI). If the test is successful, a message confirms that the connection was made. If a connection problem is encountered, one of the following messages may appear: <b>Library account does not exist</b>;<b> Incorrect URL</b>;<b> There was a problem communicating with the cloudLibraryAPI service</b>; or other error messages as they become implemented by the 3M API service.</li>
|
||||
</ul>
|
||||
<p class="indent2">The test details display the test start and end date/time, the test duration in milliseconds, and the API method used in the test, for example, <b>Get Item circulation</b>. </p>
|
||||
<ol start="4">
|
||||
<li value="4">Save the Vendor Account workform.</li>
|
||||
<li value="5">Ask your Polaris representative to activate the vendor account, which starts the API consumer service. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After activating a vendor account, or reactivating a suspended vendor account, an IIS reset is required so that the PAC shows the correct information for the vendor's resources. For example, the IIS reset enables the Check Out or Place Hold button to be displayed instead of the <b>Temporarily Unavailable</b> button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
||||
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|
||||
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|
||||
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|
||||
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|
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|
||||
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<h1>Deleting the cloudLibrary Non-Integrated Bibs</h1>
|
||||
<p>To delete the non-integrated bibs:</p>
|
||||
<ol>
|
||||
<li value="1">Open the record set of non-integrated cloudLibrary eContent bibliographic records.</li>
|
||||
<li value="2">Delete the non-integrated eContent bibliographic records and their linked items from the Polaris database.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_43552_Import_fully"></a>Importing Fully-Cataloged Bibs to Overlay cloudLibrary Bibs</h1>
|
||||
<p>To set up an import profile designed for importing fully-cataloged eContent bibliographic records to overlay existing cloudLibrary (formerly 3M Cloud Library) records, and then import the records using the profile:</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Once you have set up the import profile and saved it (step 1), any staff member with the appropriate Polaris permissions can select it for subsequent imports of full bib records to overlay the cloudLibrary bibs.</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing fully-cataloged bibs to overlay cloudLibrary records. You can copy the PolarisExec <b>Integrated ebook Bibs</b> import profile, or create a new import profile.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For general information about creating, copying, and modifying import profiles, see: <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles_and_Importing_Records.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up Import Profiles and Importing Records</span></a><span>.</span></p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">On the Profile Setup tab, type a name for the import profile, select the cloudLibrary vendor account in the <b>Vendor account</b> drop-down list box, and click <b>Save</b> to save the profile.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="3MOverlayProf.gif" style="margin-bottom: 0.000pt;width: 507;height: 411;" id="image7" src="3MOverlayProf_507x411.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the Bibliographic Records tab and verify that the following options are set:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Important:<br /></b>The Bibliographic Records tab must be set up to: </p>
|
||||
<p style="margin-left: 68.031pt;margin-top: 3.000pt;">• perform duplicate detection using profile-defined rules; </p>
|
||||
<p style="margin-left: 68.031pt;margin-top: 3.000pt;">• these rules must include <b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">incoming</b> <b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">037$a = existing 037$a</b>; </p>
|
||||
<p style="margin-left: 68.031pt;margin-top: 3.000pt;">• the incoming records must be retained as final;</p>
|
||||
<p style="margin-left: 68.031pt;margin-top: 3.000pt;">• 856 tags must be retained from overlaid bibs.</p>
|
||||
<p class="NoteShade">Other settings may be defined according to your library’s workflow. Work with your Polaris site manager to set up this import profile specifically for overlaying 3M bibs.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Perform duplicate detection</b> - The checkbox must be selected.</li>
|
||||
<li><b>Use profile defined duplicate detection rules</b> - The checkbox must be selected.</li>
|
||||
<li><b>Rules to apply (as unique groups)</b> - The profile-defined rules must include <b>incoming 037$a = existing 037$a</b></li>
|
||||
<li><b>Save incoming record as final; replace database record</b> - This option must be selected under <b>If a duplicate is found</b>.</li>
|
||||
<li><b>Keep MARC tags </b>- The checkbox must be selected.</li>
|
||||
<li><b>Profile defined overlay retention tags</b> - This option must be selected, and the following tags must be listed as profile-defined overlay retention tags: <b>856</b> - any indicator 1 or 2 value.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="retain856tag.gif" style="margin-bottom: 0.000pt;width: 215;height: 112;" id="image8" src="retain856tag_215x112.gif" /> </p>
|
||||
<ol start="4">
|
||||
<li value="4">Click<b> Save</b> to save the settings for the Bibliographic Records tab.</li>
|
||||
<li value="5"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>Select the Item Records tab and verify that the <b>Build item records</b> checkbox is not checked.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>cloudLibrary item records are created automatically via the automatic import process.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6"><span class="FM_StepNumber"><span style="word-spacing: normal;font: 6.0pt "Times New Roman";"> </span></span>(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="7">(Optional) Select the Record Set tab, and name the record sets to identify the type of records being imported.</li>
|
||||
<li value="8">Save the import profile.</li>
|
||||
</ol>
|
||||
<p class="indent2">The import profile is ready for any staff member with the appropriate permissions to select when importing fully-cataloged eContent records to overlay cloudLibrary bibs.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="9">Select <b>Utilities</b>, <b>Importing</b>, <b>Express Import </b>or <b>Full Import</b>.</li>
|
||||
<li value="10">Select the import profile created for importing fully-cataloged records to overlay cloudLibrary bibs.</li>
|
||||
<li value="11">Click <b>Add</b> and select the file of fully-cataloged eContent bibliographic records to replace the existing cloudLibrary records, while retaining the tags required for integration with Polaris Circulation.</li>
|
||||
<li value="12">Click <b>Import</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The import job is added to the import queue. Once the import processing is complete, the cloudLibrary bibs are overlaid with the fully-cataloged records, and they retain the resource entities that enable the integration. See <a href="3M_Import_Jobs.htm#XREF_88581_3M_Import_Jobs">cloudLibrary Import Jobs</a>.</p>
|
||||
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|
||||
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|
||||
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|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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|
||||
<p align="center">
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<h1>Integrating Existing cloudLibrary EContent</h1>
|
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<p>If your library already has cloudLibrary (formerly 3M Cloud Library) eContent records in its catalog, you can locate them and delete the bibs and items. Then, the overnight synch process brings the titles into the database as integrated eContent. </p>
|
||||
<p>To preserve cataloging work that was done for these non-integrated eContent bibs, you can export the records and then re-import them after the synch process has run. See <a href="Overlaying_3M_eContent_Bibs.htm#XREF_63172_Overlaying_3M">Overlaying cloudLibrary eContent Bibs</a>.</p>
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<h1><a name="kanchor4989"></a><a name="IX_Integrated_ebook_Bibs"></a><a name="kanchor4990"></a><a name="IX_described_33"></a><a name="XREF_36998_Integrating_New_3M"></a>Integrating New cloudLibrary EContent</h1>
|
||||
<p><a name="kanchor4991"></a><a name="IX_3M_eContent"></a><a name="kanchor4992"></a><a name="IX_integrating_new_records"></a>The API-driven import process automatically imports the records when eContent titles are purchased from Bibliotheca's cloudLibrary (formerly 3M Cloud Library). Staff members do not launch the import by selecting an import profile; the automatic import process uses the settings in the import profile selected in the cloudLibrary Vendor Account workform. </p>
|
||||
<p>Once the library implements the components necessary to enable the integration, and the API-driven import process is up and running, the library purchases the cloudLibrary eContent, and the bibliographic records are imported automatically.</p>
|
||||
<p class="FM_Heading3"><a name="TOC_Automatic_Import_Profile1"></a><a name="XREF_21910_Automatic_Import"></a>Automatic Import Profile Selected in the cloudLibrary Vendor Account </p>
|
||||
<p><a name="kanchor4993"></a><a name="IX_import_profile_selected_3"></a><a name="kanchor4994"></a><a name="IX_default_import_profile_1"></a><a name="kanchor4995"></a><a name="IX_default_profile_selected_1"></a><a name="kanchor4996"></a><a name="IX_import_profile_selected_2"></a>The <b>Integrated ebook Bibs </b>PolarisExec import profile, which is selected by default in the cloudLibrary Vendor Account workform, is set up to enable eContent integration for automatic imports. Since this is a PolarisExec read-only import profile, you cannot modify the settings, but you can copy and rename the profile. After saving the import profile with a different name, you can change the settings. If you rename the profile to use for automatic importing, the renamed import profile must be selected in the cloudLibrary Vendor Account workform. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Since the automatic import relies on specific settings, consult with your Polaris site manager before selecting an import profile other than the <b>Integrated ebook Bibs</b> profile, which is selected by default in the cloudLibrary Vendor Account workform.</p>
|
||||
<p>If you rename and modify the <b>Integrated ebook Bibs</b> import profile, the following settings must be retained:</p>
|
||||
<ul type="disc">
|
||||
<li>On the Profile Setup tab, you can type a different name and description, but do not select a source file or a vendor account.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="IntEImpProfset.gif" style="margin-bottom: 0.000pt;width: 475;height: 219;" id="image2" src="IntEImpProfset_475x219.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>On the <b>Bibliographic Records</b> tab, do not change the settings.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="IntEImpBibs.gif" style="margin-bottom: 0.000pt;width: 437;height: 341;" id="image3" src="IntEImpBibs_437x341.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>On the <b>Item Records</b> tab, do not change the settings. Do not select a template because the item template used in automatic import processing is selected in the Vendor Account workform.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="IntEImpItems.gif" style="margin-bottom: 0.000pt;width: 436;height: 340;" id="image4" src="IntEImpItems_436x340.gif" /> </p>
|
||||
<ul type="disc">
|
||||
<li>The Authority Records tab is set to <b>Do not save any records</b>. Leave this setting.</li>
|
||||
<li>On the Record Sets tab, you can rename the record sets without affecting the automatic import.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="IntEImpRecSet.gif" style="margin-bottom: 0.000pt;width: 430;height: 317;" id="image5" src="IntEImpRecSet_430x317.gif" /> </p>
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<h1>MARC Tags in cloudLibrary Bibs - Reference</h1>
|
||||
<p>cloudLibrary (formerly 3M Cloud Library) supplies the following tags that are used for integrated eContent processing in Polaris: </p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The following fields are required for cloudLibrary integrated eContent records: 037$a and 856 40. If a cloudLibrary record is missing either of these fields, a resource entity is not created. </p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">037 tag containing cloudLibrary’s item ID </span>- The 037, source of acquisition, tag is required for creating the resource entity. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Example" style="font-weight: bold;"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:</span>
|
||||
</p>
|
||||
<p class="FM_Example" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">037 ‡adk42g9‡b3M Cloud Library‡nhttp://eContent.3m.com</b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">856 tag for the electronic resource itself</span> - The 2nd indicator = 0 (resource). This tag is required for creating the resource entity. During importing, the contract ID in subfield <b>x </b>matches the resource with the vendor account, and the object ID identifies the eContent in the vendor’s repository. The tag is converted to a resource entity and moved to the Resources view of the Bibliographic Record workform. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade">   <b>Example:</b></p>
|
||||
<p class="NoteShade"><b>856 40 ‡33M Cloud Library‡uhttp://eContent.3m.com/library/polarisdemo-document_id-dk42g9$xbu8mf</b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">856 tag for the cover image</span> - The 2nd indicator = 2 (related resource). This tag is not required. If present, this tag is copied to the Resources view of the Bibliographic Record workform, then changed to a 956 and retained in the MARC view. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Example:</b>
|
||||
</p>
|
||||
<p class="NoteShade"><b>856 42 ‡3Cover Image‡uhttp://eContent.3m.com/delivery/img?type=DOCUMENTIMAGE&documentID=dk42g9&token=nobody</b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">856 tag for the cloudLibrary cloud icon</span> - The 2nd indicator = 2 (related resource). This tag is not required. If present, this tag contains a link to the cloudLibrary icon. This tag remains in the MARC view of the Bibliographic Record workform and is not copied to the Resources view. </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Example" style="font-weight: bold;"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:</span>
|
||||
</p>
|
||||
<p class="NoteShade"><b>856 42 ‡33M Cloud Icon‡uhttp://eContentdownload.3m.com/sites/prototypes/web/media/themes/mmm_patron/img/landing_page/step1.png</b>
|
||||
</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">956 tag for the whole product</span> -<span class="FM_BulletHead"> </span>This tag is not required for the creation of the resource entity and is not copied to the Resources view of the Bibliographic Record workform; it remains in the MARC 21 view. It also displays the vendor’s contract ID and object identifier.</p>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Example" style="font-weight: bold;"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example:</span>
|
||||
</p>
|
||||
<p class="FM_Example" style="font-weight: bold;"><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">956 42 ‡3Whole product‡uhttp://cloudlibraryapi.3m.com/Library/bu8mf/Item/dk42g9</b>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
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||||
<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
||||
+72
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |cloudLibrary EContent Integration" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Overlaying cloudLibrary eContent Bibs</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/Overlaying_3M_eContent_Bibs.htm">Open topic with navigation</a>
|
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|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="XREF_63172_Overlaying_3M"></a>Overlaying cloudLibrary eContent Bibs</h1>
|
||||
<p>When your library receives fully-cataloged eContent bibliographic records to overlay existing cloudLibrary (formerly 3M Cloud Library) records, a staff member imports these records using an import profile set up to: detect duplicates based on the 037 tag; overlay these duplicate with the full incoming records; and retain tags that create resource entities. See <a href="Import_fully-cataloged_bibs_to_overlay_3M_bibs.htm#XREF_43552_Import_fully">Import fully-cataloged bibs to overlay cloudLibrary bibs</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Inform the bibliographic record vendor that the fully-cataloged eContent bibliographic records provided to overlay integrated eContent bibs must have the following requirements:</p>
|
||||
<ul>
|
||||
<li>The records must be MARC or MARCXML bibliographic records.</li>
|
||||
<li>The 037 tags must be retained because that tag contains the eContent item identifier and serves as a match point to detect duplicates during importing.</li>
|
||||
</ul>
|
||||
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|
||||
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/Patron_Access_to_3M_EContent.htm">Open topic with navigation</a>
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<h1><a name="XREF_45113_Patron_Access_to"></a>Patron Access to cloudLibrary EContent</h1>
|
||||
<p>For patrons who have logged into their library accounts, the eContent available for checkout or hold requests depends on the cloudLibrary vendor account and whether the patron’s registered branch has access to the eContent provided by that account. For more information about options for displaying, managing, and circulating eContent, see <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">Managing EContent in the PAC.</MadCap:conditionalText></p>
|
||||
<p>When the cloudLibrary eContent is accessible to the logged-in patron, a <b>Check Out</b> button is displayed in the PAC search results if the title is available. If the patron has access, but the title is not available because it is checked out, a <b>Place Hold</b> button is displayed. If the hold request is satisfied by the patron's library, the patron can check out held titles from the PAC patron account once they become available for checkout. If the patron does not have access to the eContent title, a <b>Restricted</b> button is displayed with the hover text <b>Sorry this title is currently not available at your registered branch</b>. You can modify this text string in WebAdmin using the mnemonic: <b>PACML_EBRESTRICTED_TIP</b>. You can use resource groups to prevent titles from displaying at all if they are restricted, instead of displaying with a <b>Restricted</b> button. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Patrons can search for cloudLibrary titles, add them to lists, and view check-outs or requests under <b>My Account</b> in Mobile PAC, but they cannot perform any circulation actions for cloudLibrary titles using Mobile PAC.</p>
|
||||
<p>The library can change the <b>Check Out</b> and <b>Place Hold</b> button text for cloudLibrary eContent by modifying the following strings in WebAdmin:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_MMMCHECKOUT</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_MMMPLACEHOLD</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACCloudLibraryIcon_589x233.png" style="width: 589;height: 233;" alt="" />
|
||||
</p>
|
||||
<p>To check out the eContent in the PAC, the patron clicks the <b>Check Out</b> button, which opens a light box.</p>
|
||||
<p>The patron selects the format for the download (if it is available in more than one format), and clicks the <b>Check Out Now</b> button. A message confirms the check out if it is successful.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Patrons can also create accounts in the cloudLibrary application by choosing their library and entering the patron barcode. The patron must sign up with the library account barcode, not the library account user name; otherwise, the patron’s transactions in the cloudLibrary application and in the PAC patron account will not be synchronized.</p>
|
||||
<p class="NoteShade"><b>Tip</b>:<br />Charges for check-out do not apply to eContent.</p>
|
||||
<p>The patron goes to the cloudLibrary app on their device, and downloads the eContent. First-time users must go to the cloudLibrary web page and download the cloudLibrary app on their device. For information on downloading the cloudLibraryapps, and the devices and formats that cloudLibrary supports, go to:</p>
|
||||
<p><a href="http://www.3m.com/us/library/eBook/index.html"> http://www.yourcloudlibrary.com/index.php/en-us/</a>
|
||||
</p>
|
||||
<p>Libraries using the cloudLibrary eContent service can implement Bibliotheca's cloudLink feature to share digital collections across cloudLibrary accounts. See <a href="CloudLink730.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Implementing the cloudLink Feature</span></a><span style="color: #000000;">.</span></p>
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|
||||
<h1>Putting Existing Non-Integrated cloudLibrary Bibs in a Record Set</h1>
|
||||
<p>To locate the existing cloudLibrary (formerly 3M Cloud Library) eContent records and put them in a record set:</p>
|
||||
<ol>
|
||||
<li value="1">Set up the search criteria in the Find Tool to find the existing non-integrated cloudLibrary records.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Work with your Polaris site manager to determine the best way to find these records. You may need to set up an SQL search in the Find Tool.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the records in the results list, right-click, and select <b>Add to record set</b>.</li>
|
||||
<li value="3">Save the record set with a name that identifies the records as cloudLibrary non-integrated eContent records.</li>
|
||||
</ol>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="kanchor2875"></a>Setting Up the Preferred Vendor Accounts Policy Table</h1>
|
||||
<p>If your library uses the cloudLink feature for sharing cloudLibrary titles among multiple libraries, use the Preferred Vendor Accounts policy table to ensure that patron check-outs and requests appear under a single library for resources that are being shared via cloudLink. Polaris libraries that use cloudLibrary without implementing the cloudLink feature do not need to use this table.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />To add or delete entries in the table, you must have the new permission <b>Modify preferred vendor accounts table</b>: <b>Allow</b>. This permission is added by default to the Administrator permission group.</p>
|
||||
<p>To add a Preferred Vendor Account to the table:</p>
|
||||
<ol>
|
||||
<li value="1">Expand the System, Library, or Branch-level node in the Polaris Administration Explorer.</li>
|
||||
<li value="2">Select <b>Policy Tables </b>><b> Preferred Vendor Accounts</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Preferred Vendor Accounts policy table appears. The table contains an organization name, vendor description, and vendor account name. Only one preferred vendor account can be set for each branch. If a duplicate is found, the following message appears: <b>An organization can only have one preferred vendor account per vendor</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <img src="../../../Resources/Images/InsertPrefVen_20x20.png" style="border-left-style: solid;border-left-width: 0px;border-left-color: #bcaf93;border-right-style: solid;border-right-width: 0px;border-right-color: #bcaf93;border-top-style: solid;border-top-width: 0px;border-top-color: #bcaf93;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: #bcaf93;margin-left: 0px;margin-right: 0px;margin-top: 0px;margin-bottom: 0px;vertical-align: text-bottom;width: 20;height: 20;" alt="" />to open the Insert: Vendor Accounts dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PrefVendAdd_400x112.png" style="width: 400;height: 112;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the cloudLink account from the <b>Vendor Account</b> drop-down list, and click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Preferred Vendor Account is set for the organization.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />If you delete a cloudLibrary vendor account, the corresponding entry in the Preferred Vendor Accounts policy table is automatically deleted.</p>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor4500"></a><a name="IX_setting_up_for_automatic"></a><a name="kanchor4501"></a><a name="IX_setting_up_template_for"></a><a name="kanchor4502"></a><a name="IX_creating_template_for"></a><a name="XREF_38295_Set_up_the_item"></a>Setting Up the eContent Item Templates for cloudLibrary </h1>
|
||||
<p>The <b>Ebook automatic import</b> item template is selected in the Vendor Account, and it supplies the default data used to create eContent item records during the API import process. This template can also be used for imports from the staff client import utility. </p>
|
||||
<p>To set up the item template to associate with the vendor account:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Select <b>Item Template </b>and click<b> OK.</b> </li>
|
||||
</ol>
|
||||
<p class="indent2">The Item Template workform opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type <b>Ebook automatic import</b> or <b>E-book automatic import</b> in the <b>Name</b> box. Case does not matter, and other words can follow this string, but the name must begin with <b>Ebook automatic import</b>.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Select the branch that owns the template in the <b>Template owner</b> box.</li>
|
||||
<li value="5">In the <b>Assigned</b> 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 <b>Assigned</b> branch selected in the item template must belong to the resource group.</li>
|
||||
<li value="6">In the <b>Circulation status </b>box, select <b>In</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The Fine code and Renewal limit fields are required to save the item template, but they are ignored in eContent item circulation processing.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select the <b>Fine code</b> and <b>Renewal limit</b>.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b> to save the template.</li>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1>Setting Up Polaris for cloudLibrary Integration</h1>
|
||||
<p>To enable the import processing that integrates cloudLibrary eContent with Polaris, the item templates, vendor account, and import profiles must be set up correctly in Polaris. In addition, if your library uses the cloudLink feature whereby libraries in a cloudLink group can share digital collections across multiple cloudLibrary accounts, you can implement the Preferred Vendor Account policy table to prevent cloudLink titles from appearing under multiple branches. See <a href="CloudLink730.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Implementing the cloudLink Feature</span></a>.Your Polaris site manager can assist your library with this setup.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_the_eContent_item_templates_for_3M.htm#XREF_38295_Set_up_the_item"><a href="Set_up_the_eContent_item_templates_for_3M.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Setting Up the eContent Item Templates for cloudLibrary </span></a></a>
|
||||
</li>
|
||||
<li><a href="Create_a_3M_integrated_vendor_account.htm#XREF_30765_Create_an"><a href="Create_a_3M_integrated_vendor_account.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Creating a cloudLibrary Integrated Vendor Account </span></a> </a>
|
||||
</li>
|
||||
<li><a href="Create_a_3M_integrated_vendor_account.htm#XREF_30765_Create_an"><a href="Create_3M_eContent_import_profile_s.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Creating CloudLibrary eContent Import Profile(s)</span></a></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |cloudLibrary EContent Integration|[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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</head>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/SharedCloudLinkinPAC.htm">Open topic with navigation</a>
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>Shared cloudLink Titles Display in the PAC</h1>
|
||||
<p>The cloudLibrary integration creates bibliographic records for titles owned by libraries within the Polaris database. These titles will display in the PAC and use the cloudLibrary API to display availability and holds. For cloudLink libraries, the availability and hold information is based on the entire cloudLink group. If the title within the cloudLink group is not owned by a library in the Polaris database, it will only be available to patrons from the cloudLibrary app.</p>
|
||||
<p>Resource groups can be used with cloudLibrary integration to suppress eContent titles for different vendor accounts. However, cloudLink customers may want to disable the <b>Honor Resource Groups in PAC search results</b> setting because the real-time availability of items in a shared collection may change.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/cloudlibSearchRes_500x231.png" style="width: 500;height: 231;" alt="" />
|
||||
</p>
|
||||
<h2>Hold Requests for cloudLibrary Titles Displayed in the PAC</h2>
|
||||
<p>The real-time holds count displayed for cloudLibrary titles has been updated to consider cloudLink libraries. The previous holds count displayed the total of all requests in the holds queue. With a cloudLink system, this can give patrons an incorrect impression regarding the wait time for a title.</p>
|
||||
<p>If the vendor account ID (connection branch or patron's branch) being used to view the holds count owns a copy of the title, the count will display onlly the holds for that library because that is the real wait time for that branch/patron.</p>
|
||||
<p>If the vendor account ID (connection branch or patron's branch) being used to view the holds count does not own a copy of the title, the count will display the total holds for the cloudLink group.</p>
|
||||
<p>For all cloudLibrary customers, the holds queue position will no longer display for cloudLibrary titles in PowerPAC or Mobile PAC.</p>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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</html>
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |cloudLibrary EContent Integration|cloudLibrary Import Jobs" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>Viewing the Jobs or Printing Reports for cloudLibrary Imports </title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/View_the_jobs_or_print_reports_for_3M_imports.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_98191_View_the_jobs_or1"></a>Viewing the Jobs or Printing Reports for cloudLibrary Imports </h1>
|
||||
<p>To view import jobs in the Import Jobs Queue:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities </b>><b> Importing </b>><b> Import Jobs Queue</b> to open the Import Jobs Queue window. </li>
|
||||
</ol>
|
||||
<p class="indent2">By default, the jobs are sorted by the date and time posted. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you do not need to view the report before printing it, you can select the import job in list, and click the <b>Report</b> button, or right-click and select <b>Print Report</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the import job you want to view or print.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Import Report pdf appears in the preview window.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File </b>><b> Print</b> to print the report displayed in the preview window.</li>
|
||||
</ol>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" /><title>(Optional) Exporting cloudLibrary Non-Integrated eContent Bibs</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/_Optional_Export_3M_non-integrated_eContent_bibs.htm">Open topic with navigation</a>
|
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</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1>(Optional) Exporting cloudLibrary Non-Integrated eContent Bibs</h1>
|
||||
<p>This process is necessary only if you want to preserve cataloging work. If you opt to export the cloudLibrary (formerly 3M Cloud Library) bibs, you will need to wait until after the synch process has created the integrated bibs for these titles and then re-import them. See <a href="Overlaying_3M_eContent_Bibs.htm#XREF_63172_Overlaying_3M">Overlaying cloudLibrary eContent Bibs</a>.</p>
|
||||
<p class="NoteShade"><b><b>Note:</b><br /></b>If your library has SimplyReports and Export Express, you can select the record set to export. If your library does not have Export Express, your Polaris site manager can assist you with exporting the record set from the staff client. It is not necessary to include embedded holdings in the export</p>
|
||||
<p>To export the cloudLibrary eContent records using Export Express:</p>
|
||||
<ol>
|
||||
<li value="1">Log into SimplyReports.</li>
|
||||
<li value="2">Select the Bib list reports tab.</li>
|
||||
<li value="3">Select Export Express, MARC file, no holdings.</li>
|
||||
<li value="4">Expand the Bibliographic record general filters, select Bib record set and select the record set.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
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<h1><a name="XREF_61852_Check_the_status"></a>Checking the Status of the Polaris API Consumer Service</h1>
|
||||
<p>To check the status of the Polaris API consumer service for an integrated eContent vendor:</p>
|
||||
<ol>
|
||||
<li value="1">Go to the server where the service is running.</li>
|
||||
<li value="2">Select <b>Start</b> > <b>Administrative Tools </b>><b> Services</b>.</li>
|
||||
</ol>
|
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<p class="indent2">The Services window opens.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Polaris API Consumer Service</b> and scroll right to see the status of the service. The service status should be restarted.</li>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_48005_Polaris_API"></a>Polaris API Consumer Services</h1>
|
||||
<p>An overnight process, PolAPIConsumerServiceOvernightProc.exe, checks for new titles (OverDrive only) and changes in item availability, such as added copies (OverDrive and Axis 360). It runs in addition to the PolAPIConsumerService.exe, which synchronizes patron circulation activity.</p>
|
||||
<p> For OverDrive, the PolAPIConsumerServiceOvernightProc.exe runs in either full synch or delta modes, based on an appSettings.key named LastProcessTime. The first time the process runs after the service has been started, the LastProcess time is set to nothing by default, and a full synch occurs. New titles are brought in and availability is sychronized for all OverDrive eContent titles owned by the library. </p>
|
||||
<p>After the initial run, the LastProcessTime is determined by the previous successful run, and a delta synch occurs. During a delta synch, only titles that are new or have availability changes since the LastProcessTime are synchronized. </p>
|
||||
<p>The service should be stopped, restarted, and run in full synch mode when:</p>
|
||||
<ul>
|
||||
<li>A vendor account is enabled</li>
|
||||
<li>It is necessary to bring in the full set of OverDrive titles again (occasionally necessary because of changes to import settings and related processing).</li>
|
||||
</ul>
|
||||
<p>If it is necessary to stop and restart the service, but a full synch is not desirable for some reason, you can force a delta synch by entering a valid datetime string into the LastProcessTime appSettings.key. </p>
|
||||
<p><a name="kanchor793"></a><a name="IX_checking_the_status"></a><a name="kanchor794"></a><a name="IX_described_38"></a><a name="kanchor795"></a><a name="IX_described_37"></a><a name="kanchor796"></a><a name="IX_described_36"></a>See <a href="Check_the_status_of_the_Polaris_API_consumer_service.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Checking the Status of the Polaris API Consumer Service</span></a>.</p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Expired EContent</h1>
|
||||
<p>EContent publishers may restrict eContent circulations using one of the following methods:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Bullet">Number of copies </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Expiration date </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Bullet">Hybrid (expiration date or number of copies, whichever comes first) </p>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Polaris processes expired titles differently depending on the eContent vendor.</p>
|
||||
<h4>cloudLibrary Expired EContent</h4>
|
||||
<p>cloudLibrary (formerly 3M Cloud Library) sends a “remove” event when a library’s access to an eContent title ends because a checked out copy has reached the maximum circulation limit, or a copy with any circ status expires because it has reached the time limit specified by the publisher.</p>
|
||||
<p>The Polaris API consumer services detects the remove event, and Polaris reduces the number of available copies by one - either by suppressing the record from display in PAC or by changing its status to Withdrawn. If cloudLibrary sends a single remove event for a title with multiple copies, Polaris removes the oldest item with the earliest creation date. If two items have the same creation date, the item with the lower item record ID is selected.</p>
|
||||
<p>If the expired item’s status is Checked Out, the <b>Display in PAC</b> setting is changed so that the item does not display. When it is checked back in, its <b>Display in PAC</b> setting is turned back on, and its circ status changes to Withdrawn. If the expired item’s status is In, no changes are made to the Display in PAC setting, and the status is set to Withdrawn.</p>
|
||||
<p>When an eContent item has expired, the item record stays in the database and remains linked to the bibliographic record and the resource entity. The History view of the Item Record workform includes information about the <b>Modified by API consumer service</b> status changes from<b> In</b> to <b>Withdrawn</b> and <b>Withdrawn</b> to <b>In</b>, and the <b>Modified by API consumer service</b> changes to the <b>Display in PAC</b> setting.</p><b>Important:</b>
|
||||
<p class="NoteShade">If your library does not prevent withdrawn items from displaying in PAC, these expired items will still display in PAC availability information.</p>
|
||||
<p>If the library orders another copy of the cloudLibrary title to replace the expired copy, the eContent item with a <span style="font-style: italic;">Withdrawn</span> status is set to a status of Checked In, and it is set to display in PAC.</p>
|
||||
<p>You can use the standard Cataloging Bibliographic report, Integrated eContent With All Copies Expired, to see the eContent bibliographic records where all the linked item records have a status of <i>Withdrawn</i>. In the Report Wizard window, select the vendor account from a drop-down list of all integrated eContent vendors. The report columns display the bib ID, title, author, the number of resource entities, and the vendor account with all copies expired.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ExpiredCopRep.gif" style="margin-bottom: 0.000pt;width: 306;height: 236;" src="ExpiredCopRep_306x236.gif" /> </p>
|
||||
<p class="FM_Heading4n">OverDrive and Axis 360 Expired EContent</p>
|
||||
<p>An overnight synchronization process identifies discrepancies between the number of eContent item records in Polaris, for a given title, and the number of copies at the eContent vendor. For a given title, if the provider reports fewer copies for the library than there are eContent item records in Polaris, then item records are deleted from Polaris. The following rules determine which item records are deleted from Polaris:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
The eContent item record with the lowest item record control number that has a circulation status of “in” is deleted. The system administration setting “Retain deleted item records” is followed.
|
||||
</li>
|
||||
<li>
|
||||
If no eContent item records have a circulation status of “in,” then the record with the lowest control number with a circulation status of “unavailable” is deleted. (EContent item records have a circulation status of “unavailable” when they are checked out via the vendor’s app to a consortium patron who is not in the local Polaris database.)
|
||||
</li>
|
||||
<li>
|
||||
If no eContent item records have a circulation status of either “in” or “unavailable,” then no item record is deleted. When one of the copies is subsequently checked in, then the next night’s synchronization process deletes the extra item record. In the interim period between the check in and the sync process, a “place hold” button appears in the PAC, unless there are no copies reported by the eContent vendor, in which case the button says “all copies expired.”
|
||||
</li>
|
||||
</ul>
|
||||
<p class="FM_Heading4n">All Integrated EContent Vendors</p>
|
||||
<p>If all eContent item records for an eContent title have been deleted, or have a status of <span style="font-style: italic;">Withdrawn</span>, the resource entity still remains on the bibliographic record, and after the patron logs in, the PAC <b>Check Out/Place Request </b>button is changed to <b>All Copies Expired</b> and disabled so it cannot be clicked. The button’s hover text is: <b>Your library’s license for this title has expired. Please contact a librarian for more information</b>. This text can be changed in WebAdmin.</p>
|
||||
<p>To prevent the eContent title from displaying in the PAC if all copies are withdrawn, the library can set the title to not display in PAC. Other options are to revert or delete the resource entity, or delete the bibliographic record. If you delete the resource entity from the bibliographic record and the library purchases more copies, the API consumer service will create a new resource entity and the associated eContent item records.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>When the library replaces the expired copies, the API consumer service does not check or reset the <b>Display in PAC </b>setting on the bibliographic record. If the library sets the record to not display in PAC and then purchases added copies, a staff member must manually check the <b>Display in PAC</b> box on the Bibliographic Record workform.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_44737_Bulk_create"></a>Bulk-Creating Resource Entities</h1>
|
||||
<p>If a vendor account is set up in Polaris, and you have the <b>Access bibliographic bulk change permission</b>, you can bulk-create resource entities for bibliographic records that contain data matching to the vendor account. For example, you could bulk-create resource entities for a non-integrated eContent vendor to restrict access by resource group. You cannot bulk-change existing resource entities.</p>
|
||||
<p>To use the Bibliographic Bulk Change dialog box to bulk-create resource entities from existing 856 (or other) tags:</p>
|
||||
<ol>
|
||||
<li value="1">Open the bibliographic record set containing the records for which you want to create resource entities.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Tip:</b> <img alt="bulkchicon.gif" style="margin-bottom: -4.500pt;width: 27;height: 26;" id="image4" src="bulkchicon_27x26.gif" /><br />Click to open the Bulk Change dialog box, or press <b>CTRL+B</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Tools, Bulk Change</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Bibliographic Bulk Change dialog box appears with the non-MARC tabbed page displayed.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the <b>Create resource entities </b>checkbox, and select the vendor account in the <b>Vendor account</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="bulkresent.gif" style="margin-bottom: 0.000pt;width: 312;height: 356;" id="image5" src="../../../Resources/Images/BulkChgBibsResEnt_312x356.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">A resource entity is created for each bibliographic record that contains data required to create the resource entity. First, the system checks for data matching the vendor account. If the data in the bibliographic record matches the vendor account data, the system then checks for the data required to create the resource entity.</p>
|
||||
<h2>Bibliographic Bulk Change Report</h2>
|
||||
<p>The report displays the number of resource entities that were created. If a resource entity could not be created, an error message displays the reason the resource entity could not be created:</p>
|
||||
<ul type="disc">
|
||||
<li>No resource entities were created. The data in the record does not match the vendor account you selected. - This message appears if the bibliographic record does not have data that matches to the vendor account.</li>
|
||||
<li>No resource entities were created. Required data is missing from the record. - This message appears if the bibliographic record contains data matching to the vendor account, but not the data required to create the resource entity.</li>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1><a name="XREF_21368_Create_a_non"></a>Creating a Non-Integrated eContent Vendor Account</h1>
|
||||
<p>To create a non-integrated eContent vendor account:</p>
|
||||
<ol>
|
||||
<li value="1">Select the <b>Vendor </b>node in the Administration Explorer.</li>
|
||||
<li value="2">Select the <b>Overdrive</b> <b>(non-integrated)</b> or <b>Generic</b> <b>(non-integrated)</b> vendor, right-click, and select <b>New</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">The Vendor Account workform for the non-integrated eContent vendor opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="vendorNon.gif" style="margin-bottom: 0.000pt;width: 600;height: 448;" id="image2" src="../../../Resources/Images/Non-IntegrVendAcct_600x448.png" /> </p>
|
||||
<p class="NoteShade"><b><b>Note:<br /></b></b>The Vendor name field is filled in automatically with OverDrive, Inc. if you are creating a vendor account for OverDrive, or Generic Vendor if you are creating an account for another vendor.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a name for the vendor account in the <b>Vendor account name </b>box and an optional description in the <b>Vendor account description</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The following fields are required for non-integrated eContent vendor accounts: <b>Vendor account name</b>, <b>Vendor account identifier value</b>, <b>Vendor account identifier tag</b> <b>number</b>, <b>Vendor account identifier subfield</b>, <b>Vendor account URL and link text tag number</b>, <b>Vendor account URL and link text indicator two</b>, <b>Vendor account URL subfield</b>, and <b>Vendor account link text subfield</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">To limit patron access, select the resource group from the <b>Resource group</b> drop-down list box. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The resource group must be set up in Polaris Administration before it appears in the list. For information on setting up resource groups in Polaris, see Polaris staff client online Help.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5">To display the vendor’s icon next to the URL link in the PAC, enter the URL for the vendor’s icon in the <b>Icon URL</b> box. </li>
|
||||
<li value="6">Type the contract ID in the <b>Vendor contract ID</b> box. The contract ID is optional for non-integrated vendors. </li>
|
||||
<li value="7">In the Vendor account settings, enter the following information:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note: <br /></b>If you are creating a vendor account for OverDrive, some recommended account settings are pre-filled.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><b>Vendor account identifier value -</b> (required) Identifies the vendor’s account.</li>
|
||||
<li><b>Vendor account identifier tag number - </b>(required) Identifies the bib tag where the vendor account ID is located.</li>
|
||||
<li><b>Vendor account identifier subfield - </b>(required) Identifies the bib tag subfield where the vendor account identifier is found.</li>
|
||||
<li><b>Vendor object identifier tag number</b> - (required) Identifies the tag where the eContent object identifier is found.</li>
|
||||
<li><b>Vendor object identifier subfield </b>- (required) Identifies the tag subfield where the eContent object identifier is found. </li>
|
||||
<li><b>Vendor object identifier start value </b>- Specifies where the string that identifies the eContent object starts.</li>
|
||||
<li><b>Vendor object identifier end value </b>- Specifies where the string that identifies the eContent object ends. If the object identifier appears at the end of the subfield, this field can be left blank.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If both the object identifier start and end values are left blank, the entire subfield is included.</p>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><b>Vendor account URL and link text tag number </b>(required) <b>- </b>Identifies the tag where the URL for the eContent and link text are found. These need to be in the same tag. This is the tag that becomes the resource entity for the non-integrated eContent bibliographic record. </li>
|
||||
<li><b>Vendor account URL and link text indicator two</b> (required) - Identifies the MARC second indicator value for the tag containing the URL and link text.</li>
|
||||
<li><b>Vendor account URL subfield </b>(required) <b>- </b>Identifies the subfield where the URL is located.</li>
|
||||
<li><b>Vendor account link text subfield</b> (required) <b>- </b>Identifies the subfield where the link text is located. </li>
|
||||
<li><b>Vendor account public note subfield </b>- Identifies the subfield for the public note.</li>
|
||||
<li><b>Vendor account nonpublic note subfield </b>- Identifies the non-public note subfield.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ol start="8">
|
||||
<li value="8">Save the Vendor Account workform for the non-integrated vendor account.</li>
|
||||
</ol>
|
||||
<h2><a name="TOC_Resources_Entities_for"></a><a name="kanchor1105"></a><a name="IX_non_integrated_ebook_bibs"></a><a name="XREF_37768_Resources_Entities"></a>Resources Entities for Non-Integrated EContent Vendors</h2>
|
||||
<p>Resource entities are used for non-integrated eContent vendors when the library wants to restrict access to eContent by the branch or branches that have a certain contract with the non-integrated eContent vendor. They must be unique for the vendor account ID/URL within one bibliographic record. </p>
|
||||
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|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentNON/Create_a_resource_entity_from_the_Bibliographic_Record_workform.htm">Open topic with navigation</a>
|
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</p>
|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_30249_Create_a_resource"></a>Creating a Resource Entity from the Bibliographic Record Workform</h1>
|
||||
<p>To create a resource entity from the Bibliographic Record workform:</p>
|
||||
<ol>
|
||||
<li value="1">Search for and select a bibliographic record for the eContent.</li>
|
||||
<li value="2">Select <b>Tools </b>><b> Create Resource Entities</b> from the Bibliographic Record workform menu.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Create Resource Entity dialog box appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select the vendor account in the drop-down list box, and click <b>OK</b> to close the dialog box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="createresentifrombib.gif" style="margin-bottom: 0.000pt;width: 600;height: 302;" id="image3" src="../../../Resources/Images/CreateResEntBib_600x302.png" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Save the bibliographic record to create the resource entity. </li>
|
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</ol>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentNON/Non-Integrated_EContent_in_Polaris.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_27666_Non_Integrated"></a>Non-Integrated EContent in Polaris</h1>
|
||||
<p>When the library offers eContent from non-integrated vendors, the records are displayed in PAC search results, but patrons must click a link to check them out on the vendor’s site. These circulation transactions are not recorded in Polaris.</p>
|
||||
<p>You can create vendor accounts for non-integrated eContent vendors if you want to limit patron access to the eContent based on the contract the library has with the vendor. If you do not want to limit access, you do not need a vendor account in Polaris. No license is required for setting up non-integrated vendor accounts. </p>
|
||||
<p>A non-integrated vendor account associates a specific eContent vendor account with a resource group in order to limit patron access to eContent according to the branch or branches that use the account. You can also create a non-integrated vendor account without a resource group if you want a vendor-specific icon to appear with the 856 tags in the PAC.</p>
|
||||
<p>The fields in the Vendor Account workform contain the following information for a non-integrated vendor:</p>
|
||||
<ul type="disc">
|
||||
<li>The vendor account ID, and the MARC tag/subfield where the account ID is found.</li>
|
||||
<li>The MARC tag/subfield where the object identifier is found, and where the object identifier starts and ends. This is where Polaris looks for the data that identifies the eContent or electronic resource in the vendor’s repository.</li>
|
||||
<li>The tag where the URL and link text are found, and the subfields for the URL and the text.</li>
|
||||
<li>The subfields where the vendor’s public note and non-public note are found.</li>
|
||||
</ul>
|
||||
<p>To implement eContent processing for a non-integrated eContent vendor, the library and Innovative Interfaces do the following:</p>
|
||||
<ul>
|
||||
<li>Polaris provides the non-integrated eContent vendor records. The Vendor option is available under <b>Administration </b>><b> Explorer </b>><b> Vendor</b>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img alt="vendorexpl.gif" style="width: 336.800pt;height: 110.326pt;margin-bottom: 0.000pt;" id="image0" src="vendorexpl.gif" /> </p>
|
||||
<p class="indent2">The available Vendor records are displayed under the expanded <b>Vendors</b> node.</p>
|
||||
<p class="indent2"> <img alt="Vendornodeexp.gif" style="width: 343.810pt;height: 137.284pt;margin-bottom: 0.000pt;" id="image1" src="Vendornodeexp.gif" /></p>
|
||||
<ul>
|
||||
<li>The library sets up resource groups in Polaris Administration for the library organizations that allow their patrons to access the eContent from the non-integrated vendor. To set up a resource group, select <b>File </b>><b> New </b>><b> Resource Group </b>from the Polaris Shortcut Bar. Select the branches that belong to this resource group. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../EContentPAC/Manage_patron_access_to_eContent_using_resource_groups.htm">Manage patron access to eContent using resource groups</a>. </MadCap:conditionalText></li>
|
||||
<li>The library sets up a non-integrated vendor account under the <b>OverDrive (non-integrated) </b>or <b>Generic (non-integrated) </b>vendor record. Non-integrated vendor accounts are used to limit access to eContent for a vendor that does not integrate with Polaris Circulation. See <a href="Create_a_non-integrated_eContent_vendor_account.htm#XREF_21368_Create_a_non">Create a non-integrated eContent vendor account</a>.</li>
|
||||
<li>The library imports the eContent from the non-integrated eContent vendor using an import profile with the non-integrated vendor’s account selected.</li>
|
||||
<li>For existing eContent titles for a non-integrated vendor, the library gathers the bibliographic records in a record set and uses the Bib Bulk Change process to create resource entities that are used to limit access in the PAC. See <a href="Bulk-create_resource_entities.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Bulk-Creating Resource Entities</span></a>. Resource entities can also be created for single records from the Bibliographic Record workform. See <a href="Create_a_resource_entity_from_the_Bibliographic_Record_workform.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating a Resource Entity from the Bibliographic Record Workform</span></a>.</li>
|
||||
</ul>
|
||||
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|
||||
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|
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<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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|
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|
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |OverDrive EContent Integration|Setting Up Polaris for OverDrive Integration" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<h1><a name="XREF_70586_Create_OverDrive"></a>Create OverDrive eContent import profile(s)</h1>
|
||||
<p class="NoteShade"><b>Note:<br /></b>These are suggestions for setting up the import profiles for OverDrive eContent processing; your Polaris site manager can assist you in setting up the import profiles to support your library’s specific needs.</p>
|
||||
<p>Your library can copy and rename the PolarisExec read-only <b>Integrated ebook Bibs </b>import profile, and then select the renamed import profile in the Vendor Account workform. Before selecting an import profile other than the <b>Integrated ebook Bibs</b> import profile in the OverDrive Vendor Account workform, consult with your Polaris site manager. See <a href="Integrating_New_OverDrive_EContent.htm#XREF_53635_Automatic_Import">Automatic Import Profile Selected in the OverDrive Vendor Account</a>.</p>
|
||||
<p>Depending on your library’s processing workflow for OverDrive eContent, you may need to create other import profiles used to support the following non-automatic import processes:</p>
|
||||
<ul type="disc">
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Enable integration for existing OverDrive non-integrated eContent bibs - </span>Export and then re-import the non-integrated OverDrive eContent titles.<span class="FM_BulletHead"> </span>See <a href="Integrating_Existing_OverDrive_EContent.htm#XREF_72837_Integrating">Integrating Existing OverDrive EContent</a>. </p>
|
||||
</li>
|
||||
<li>
|
||||
<p class="FM_Task"><span class="FM_BulletHead">Overlay OverDrive integrated eContent bibs with fully-cataloged bibs while retaining the resource entities -</span> Fully cataloged eContent bibs can be imported to overlay existing integrated eContent bibs, while retaining the resource entities that enable the integration with Polaris circulation. See<span class="FM_BulletHead"> </span><a href="Overlaying_OverDrive_EContent_Bibs.htm#XREF_74958_Overlaying">Overlaying OverDrive EContent Bibs</a><span class="FM_BulletHead">.</span></p>
|
||||
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|
||||
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|
||||
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|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor4120"></a><a name="IX_setting_up_OverDrive_1"></a><a name="kanchor4121"></a><a name="IX_setting_up_OverDrive"></a><a name="kanchor4122"></a><a name="IX_creating_OverDrive"></a><a name="XREF_72698_Create_an"></a>Creating an OverDrive Integrated Vendor Account</h1>
|
||||
<p>Vendor and Vendor account records are accessed through the Polaris Administration Explorer; they cannot be accessed from the Find Tool. Polaris Administration ownership and inheritance do not apply to vendor records or vendor accounts. </p>
|
||||
<p>To create an integrated vendor account for OverDrive.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Vendor account permissions are not organization-specific, and users in the Admin group are granted these permissions: <b>Vendor Account: Access, Create, Modify, Delete</b>.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>You cannot create a new Vendor Account by selecting <b>File </b>><b> New</b> from the Polaris shortcut bar. </p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration </b>> <b>Explorer</b> > <b>System</b> > <b>Vendor</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/VendorNodeSA_600x193.png" style="border-left-style: solid;border-left-width: 0px;border-left-color: #081e3f;border-right-style: solid;border-right-width: 0px;border-right-color: #081e3f;border-top-style: solid;border-top-width: 0px;border-top-color: #081e3f;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: #081e3f;margin-left: 0px;margin-right: 0px;margin-top: 0px;margin-bottom: 0px;width: 600;height: 193;" alt="" />
|
||||
</p>
|
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<ol data-mc-continue="true">
|
||||
<li value="2">Expand the Vendors list, and select the integrated OverDrive vendor.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Vendor information appears in the right tab.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ODVenInfo.gif" style="margin-bottom: 0.000pt;width: 400;height: 245;" id="image2" src="../../../Resources/Images/OverDrivevendorAcct_400x245.png" /> </p>
|
||||
<p class="indent2">The <b>Integrated circulation vendor</b> read-only box is checked. </p>
|
||||
<p class="indent2"><a name="kanchor4123"></a><a name="IX_Advantage_See_OverDrive"></a><a name="kanchor4124"></a><a name="IX_displaying_for_OverDrive"></a><a name="kanchor4125"></a><a name="IX_specifying_the"></a>The Vendor Information tab provides two options for displaying eContent availability and holds counts to PAC users who are searching the PAC at the system level and are not logged in:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Show availability and hold counts for shared copies only</b> - When this option is selected (the default), users who are connected to the PAC at the system level, and have not logged into their patron accounts, will see availability and holds counts only for OverDrive eContent copies shared throughout the OverDrive group. Advantage titles display only after the patron has logged in to an organization that participates in the Advantage account.</li>
|
||||
<li><b>Show availability and holds counts for a specific Advantage account</b> - When you select this option and select the specific Advantage account from the drop-down list, both the shared eContent titles and the titles from the selected Advantage account display when users are connected at the system level and not logged in.</li>
|
||||
</ul>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Right-click the <b>Overdrive, Inc. (integrated)</b> Vendor node, and select <b>New</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="VenOverD.gif" style="width: 343.810pt;height: 210.800pt;margin-bottom: 0.000pt;" id="image3" src="VenOverD.gif" /> </p>
|
||||
<p class="indent2">The Vendor Account workform opens with <b>OverDrive Inc. (integrated)</b> in the <b>Vendor name</b> box.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ODVenAcctWF.gif" style="width: 390.800pt;height: 300.989pt;margin-bottom: 0.000pt;" id="image4" src="ODVenAcctWF.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">View the system-supplied fields and enter information in the editable fields:</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Required fields have bold labels.</p>
|
||||
<ul type="disc">
|
||||
<li><b>Vendor name </b>- OverDrive Inc. (integrated) System-supplied; read-only</li>
|
||||
<li><b>Integrated circulation vendor</b> - This checkbox is automatically checked.</li>
|
||||
<li><b>Vendor account name - </b>(required) The library supplies a unique name to identify the account. </li>
|
||||
<li><b>Active </b>- This checkbox is initially unchecked when you are creating a vendor account for an integrated eContent vendor. Leave the checkbox unchecked, and enter the account information. Innovative Interfaces activates the vendor account.</li>
|
||||
<li><b>Vendor account description</b> (optional) - The library can add a description for the vendor account. </li>
|
||||
<li><b>Resource group</b> (optional) - The library can select a resource group to limit access to the eContent by branch. <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">See <a href="../EContentPAC/Manage_patron_access_to_eContent_using_resource_groups.htm">Manage patron access to eContent using resource groups</a>.</MadCap:conditionalText></li>
|
||||
<li><b>Icon URL</b> (optional) - The library can specify a URL location for the icon that represents the eContent vendor. </li>
|
||||
<li><b>OverDrive library ID</b> - The ID identifying the library’s account with OverDrive.</li>
|
||||
<li><b>Vendor account access ID</b> - The library’s access ID for the eContent vendor account.</li>
|
||||
<li><b>Vendor account access key</b> - The library’s access key for the eContent vendor account.</li>
|
||||
<li><b>Vendor account base path</b> - The URL path to the library’s resources at eContent vendor.</li>
|
||||
<li><b>Vendor account server name</b> - The vendor account server name.</li>
|
||||
<li><b>Vendor account use SSL</b> - The library selects <b>Yes</b> or <b>No</b> to indicate whether Secure Socket Layer is used.</li>
|
||||
<li><b>Vendor account import profile ID</b> - Identifies the import profile set up to enable the automatic import and integration. The PolarisExec <b>Integrated ebook Bibs</b> import profile is selected by default. </li>
|
||||
<li><b>Vendor account item template ID </b>- The library creates the item template used during the API-driven processes. The item template name must begin with <b>Ebook automatic import</b> or <b>E-book automatic import</b>. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tips<br /></b>The library’s server should be set within 5 minutes of the correct time because OverDrive has a 5-minute time difference threshold on their servers. </p>
|
||||
<ul type="disc">
|
||||
<li><b>Library OAuth URL</b> - The URL is used to grant the Polaris ILS an access token to access the OverDrive API.</li>
|
||||
<li><b>Patron OAuth URL</b> - The URL is used to grant the Polaris ILS an access token for patron circulations.</li>
|
||||
<li><b>Patron API URL</b> - The URL used to perform circulation functions.</li>
|
||||
<li><b>Library web-site ID</b> - The web site ID used by OverDrive to identify the library’s collection for circulation purposes.</li>
|
||||
<li><b>Default URL link text</b> - Identifies the URL link text and is also used as hover text for the vendor icon.</li>
|
||||
<li><b>ILS name</b> - Identifies the ILS.</li>
|
||||
<li><b>OverDrive Advantage Account ID</b> - This field is required only for OverDrive Advantage accounts.</li>
|
||||
</ul>
|
||||
<ol start="5">
|
||||
<li value="5">Save the Vendor Account workform.</li>
|
||||
<li value="6">Click the <b>Test Connection</b> button to test the API settings in the vendor account and ensure that a connection is made to the vendor’s service (OverDrive API). </li>
|
||||
</ol>
|
||||
<p class="indent2">If the test is successful, a message confirms that the connection was made. If a connection problem is encountered, a message appears.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Ask your Polaris representative to activate the vendor account.</li>
|
||||
</ol>
|
||||
<p class="indent2">This starts the API consumer service. To check the status of the service, see <a href="../EContentConsServ/Check_the_status_of_the_Polaris_API_consumer_service.htm#XREF_61852_Check_the_status">Check the status of the Polaris API consumer service</a>.</p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>After activating a vendor account, or reactivating a suspended vendor account, an IIS reset is required so that the PAC shows the correct information for the vendor's resources. For example, the IIS reset enables the Check Out or Place Hold button to be displayed instead of the <b>Temporarily Unavailable</b> button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset. </p>
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<h1>Deleting the Exported OverDrive Non-Integrated Bibs</h1>
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<p>After exporting the OverDrive non-integrated bib records to files on the desktop or another location, delete the bibs and items from the database. </p>
|
||||
<p>To delete the non-integrated records from the Polaris database.</p>
|
||||
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|
||||
<li value="1">Open the record set of the non-integrated records.</li>
|
||||
<li value="2">Delete the OverDrive non-integrated eContent bibliographic records and their linked items from the Polaris database.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/Export_OverDrive_non-integrated_eContent_bibs.htm">Open topic with navigation</a>
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<h1>Exporting OverDrive Non-Integrated eContent Bibs</h1>
|
||||
<p>Export the records to a file on the computer’s desktop or some other easily-accessible location. It is not necessary to include embedded holdings in the export.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library has SimplyReports and Export Express, you can select the record set to export. If your library does not have Export Express, your Polaris Site Manager can assist you with exporting the record set from the staff client.</p>
|
||||
<p>To export the OverDrive eContent records using Export Express:</p>
|
||||
<ol>
|
||||
<li value="1">Log in to SimplyReports.</li>
|
||||
<li value="2">Select the <b>Bib list reports</b> tab.</li>
|
||||
<li value="3">Select <b>Export Express </b>><b> MARC file </b>><b> No holdings</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">Expand the Bibliographic record general filters, select <b>Bib record set</b>, and select the record set.</p>
|
||||
<p class="indent2">
|
||||
<img alt="simprepAxisex.gif" style="margin-bottom: 0.000pt;width: 614;height: 267;" id="image5" src="simprepAxisex_614x267.gif" /> </p>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Import fully-Cataloged Bibs to Overlay OverDrive Bibs</h1>
|
||||
<p>To set up an import profile designed for importing fully-cataloged OverDrive eContent bibliographic records, and then import the records using the profile.</p>
|
||||
<p class="NoteShade"><b>Note: <br /></b>Once you have set up the import profile and saved it (step 1), any staff member with the appropriate Polaris permissions can select it for subsequent imports of full bib records to overlay the OverDrive bibs.</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing fully-cataloged bibs to overlay OverDrive records.<ol style="list-style-type: lower-alpha;"><li value="1">Copy the PolarisExec <b>Integrated ebook Bibs</b> import profile, or create a new import profile.</li></ol></li>
|
||||
</ol>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>For general information about creating, copying, and modifying import profiles, see <a href="../../Cataloging/PKimport/Setting_Up_Import_Profiles.htm#XREF_67328_Automatic">Setting Up Import Profiles</a>.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">On the Profile Setup tab, type a name for the import profile, select the OverDrive vendor account in the <b>Vendor account</b> drop-down list box, and click <b>Save</b> to save the profile.</li>
|
||||
<li value="3">Select the Bibliographic Records tab and verify that the following options are set:<ul type="disc"><li><b>Perform duplicate detection</b> - The checkbox must be selected.</li><li><b>Use profile defined duplicate detection rules</b> - The checkbox must be selected.</li><li><b>Rules to apply (as unique groups)</b> - The profile-defined rules must include <b>incoming 037$a = existing 037$a</b></li><li><b>Save incoming record as final; replace database record</b> - This option must be selected under <b>If a duplicate is found</b>.</li><li><b>Keep MARC tags </b>- The checkbox must be selected.</li><li><b>Profile defined overlay retention tags</b> - This option must be selected, and the following tags must be listed as profile-defined overlay retention tags: <b>856</b> - any indicator 1 or 2 value.</li></ul></li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="indent4">
|
||||
<img alt="retain856tag.gif" style="margin-bottom: 0.000pt;width: 215;height: 112;" id="image9" src="retain856tag_215x112.gif" /> </p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">Click<b> Save</b> to save the settings for the Bibliographic Records tab.</li>
|
||||
<li value="5">Select the Item Records tab and verify that the <b>Build item records</b> checkbox is not checked.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>OverDrive item records are created automatically via the automatic import process.</p>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="6">
|
||||
<li value="6">(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="7">(Optional) Select the Record Set tab, and name the record sets to identify the type of records being imported.</li>
|
||||
<li value="8">Save the import profile.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">The import profile is ready for any staff member with the appropriate permissions to select when importing fully-cataloged OverDrive eContent records.</p>
|
||||
<ol start="2">
|
||||
<li value="2">Select <b>Utilities</b> > <b>Importing</b> > <b>Express Import </b>or <b>Full Import</b>.</li>
|
||||
<li value="3">Select the import profile created for importing fully-cataloged OverDrive records.</li>
|
||||
<li value="4">Click <b>Add</b> and select the file of fully-cataloged eContent bibliographic records to replace the existing OverDrive records, while retaining the tags required for integration with Polaris Circulation.</li>
|
||||
<li value="5">Click <b>Import</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The import job is added to the import queue. Once the import processing is complete, the OverDrive bibs are overlaid with the fully-cataloged records, and they retain the resource entities that enable the integration.</p>
|
||||
</div>
|
||||
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_72837_Integrating"></a>Integrating Existing OverDrive EContent</h1>
|
||||
<p>If your library already has OverDrive eContent records in its catalog, these existing non-integrated bibs must be processed to create the resource entities that enable integration with Polaris Circulation. This process involves: locating all the OverDrive eContent bibliographic records; putting the records in a record set; exporting the records to a file; deleting the non-integrated bibliographic records from the Polaris database; and then re-importing the exported bibs using an import profile set up for this purpose.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Put_existing_non-integrated_OverDrive_bibs_in_record_sets.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Putting Existing Non-Integrated OverDrive Bibs in Record Sets</span></a>
|
||||
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|
||||
<li><a href="Export_OverDrive_non-integrated_eContent_bibs.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Exporting OverDrive Non-Integrated eContent Bibs</span></a>
|
||||
</li>
|
||||
<li><a href="Delete_the_exported_OverDrive_non-integrated_bibs.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Deleting the Exported OverDrive Non-Integrated Bibs</span></a>
|
||||
</li>
|
||||
<li><a href="Re-import_existing_non-integrated_OverDrive_records.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Re-Importing Existing Non-Integrated OverDrive Records</span></a>
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<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
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|
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gtag('js', new Date());
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|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/Integrating_New_OverDrive_EContent.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Integrating New OverDrive EContent</h1>
|
||||
<p>When the library purchases a new OverDrive title, bibliographic metadata about that title is automatically received by the Polaris API consumer service, formed into a MARC record, added to an import file, and positioned for import in the import jobs queue. Then, the bibliographic records are imported by the automatic import process, which uses settings in the OverDrive Vendor Account to create a resource entity for each record. The resource entity identifies the Polaris Vendor Account and provides the link to the electronic resource in the OverDrive repository. Beginning with the first record in the file, each bib is checked for a match between the URL syntax in the 856 tag and the information in the Polaris Vendor Account. If a match is found, a resource entity is created in the bibliographic record. See <a href="../EContentResEnt/Resource_Entities.htm#XREF_33287_Resource_Entities">Resource Entities</a>.</p>
|
||||
<p>The automatic import process also creates eContent item records. During the import initialization, OverDrive is queried to find the number of copies. Based on the results of this query, 852 tags are created in the eContent bibliographic records. When the bibliographic records are imported, item records are created from the 852 tags and the fields in the template selected in the OverDrive Vendor Account. For more information, see <a href="../EContentAppStaff/EContent_Item_Records.htm#XREF_42080_Axis_360_Ebook">EContent Item Records</a>.</p>
|
||||
<p>Once an 852 tag has been used to create an item record, a $9 subfield is added to the 852 tag so that it is not used again to create an eContent item record. When the Subfield 9 cleanup utility runs, the subfield $9 is removed. </p>
|
||||
<h2><a name="TOC_Automatic_Import_Profile"></a><a name="XREF_53635_Automatic_Import"></a>Automatic Import Profile Selected in the OverDrive Vendor Account </h2>
|
||||
<p><a name="kanchor452"></a><a name="IX_import_profile_selected_1"></a><a name="kanchor453"></a><a name="IX_default_import_profile"></a><a name="kanchor454"></a><a name="IX_default_profile_selected"></a><a name="kanchor455"></a><a name="IX_import_profile_selected"></a>The <b>Integrated ebook Bibs </b>PolarisExec import profile is set up to enable eContent integration for automatic imports. If you copy and rename this import profile, the renamed import profile must be selected in the Vendor Account workform.</p>
|
||||
<p>Work with your Polaris site manager to create the import profile to select in the OverDrive Vendor Account. These are some guidelines when copying the <b>Integrated ebook Bibs</b> to create a new import profile for OverDrive automatic imports:</p>
|
||||
<ul type="disc">
|
||||
<li><span class="FM_BulletHead">Profile Setup </span>tab - You can type a different name and description, but do not select a source file or a vendor account. </li>
|
||||
<li><span class="FM_BulletHead">Bibliographic Records</span> tab - Work with your site manager to determine the duplicate detection options to set. </li>
|
||||
<li><span class="FM_BulletHead">Item Records</span> tab - The <b>Build item records</b>, <b>Using all available holdings/item fields</b> must be selected, and the <b>Embedded holdings field/MARC subfield mapping</b> options should not be changed. Do not select a template because the item template used in automatic import processing is selected in the Vendor Account workform, not in the import profile.</li>
|
||||
<li><span class="FM_BulletHead">Authority Records </span>tab - Leave the <b>Do not save any records</b> option selected.</li>
|
||||
<li><span class="FM_BulletHead">Record Sets</span> tab - You can rename the record sets without affecting the automatic import.</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
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</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+88
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |OverDrive EContent Integration|Patron Access to OverDrive EContent" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Check out and download OverDrive eContent from Mobile PAC</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/OverDrMobPAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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</div>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor4863"></a>Check out and download OverDrive eContent from Mobile PAC</h1>
|
||||
<p>A patron who is logged into Mobile PAC can check out and immediately download or access OverDrive integrated eContent without going to the OverDrive app. </p>
|
||||
<p>The patron selects <b>Check Out</b> from the title display in Mobile PAC.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/OverDrMobcheckoutlink_308x388.gif" style="width: 308;height: 388;" alt="" />
|
||||
</p>
|
||||
<p>The Check Out view opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/OverDrMobChkout_309x304.gif" style="width: 309;height: 304;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects the format in the <b>Format</b> drop-down list box and selects the <b>Check Out</b> button.</p>
|
||||
<p>A message confirms that the check-out occurred, and the <b>Get Title</b> drop-down list contains the download formats for the eContent.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/OverDrChkoutConfirm.gif" alt="" />
|
||||
</p>
|
||||
<p>The patron selects the format for download in the <b>Get Title</b> drop-down list box. The OverDrive eContent is downloaded in the format the patron selected without the patron having to go to the OverDrive app.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/OverDricheckout.gif" alt="" />
|
||||
</p>
|
||||
<p>Or, the patron can navigate away from the page without getting the title, and then download or access the eContent later from the Items Out list or from the OverDrive app.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/OverDrgetitle_318x428.gif" style="width: 318;height: 428;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects an option in the <b>Get title</b> list, and the eContent is downloaded to the patron's phone or device.</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
||||
<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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|
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</div>
|
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</div>
|
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|
||||
</html>
|
||||
+82
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |OverDrive EContent Integration|Patron Access to OverDrive EContent" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Checking Out and Downloading OverDrive eContent from PowerPAC</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<script>/* <![CDATA[ */
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
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<body>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/OverDrPPAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
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<div class="content">
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="kanchor369"></a>Checking Out and Downloading OverDrive eContent from PowerPAC</h1>
|
||||
<p>A patron who is logged into PowerPAC can check out and immediately download or access OverDrive integrated eContent without going to the OverDrive app. </p>
|
||||
<p>The patron selects the <b>Check Out</b> button for the title.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACOverDriveCheckOutButton_632x193.png" style="width: 632;height: 193;" alt="" />
|
||||
</p>
|
||||
<p>The patron selects the format for the eContent check out and clicks or taps <b>Check Out Now</b>.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACOverDriveFormat_586x219.png" style="width: 586;height: 219;" alt="" />
|
||||
</p>
|
||||
<p>Another light box confirms that the eContent was checked out. </p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/PACOverDriveConfirm_600x225.png" style="width: 600;height: 225;" alt="" />
|
||||
</p>
|
||||
<p>The patron can download or access the title immediately by selecting an option in the <b>Get It</b> drop-down list box. See <a href="Patron_Access_to_OverDrive_EContent.htm">Patron Access to OverDrive EContent</a>.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Safari browsers - If Safari is set to block pop-ups, nothing happens when the patron selects <b>Get It</b>. The patron should change the browser setting to allow pop-ups. Selecting <b>Get It</b> then displays the correct prompt to allow the pop-up and the patron can proceed.</p>
|
||||
<p>Or the patron can close the light box and download or access the eContent from the Items Out page in the PowerPAC patron account or from the app. </p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
|
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<p align="center">
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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</html>
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+78
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |OverDrive EContent Integration" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbkOverDr.fm" /><title>OverDrive Added/Expired Copies</title>
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<h1><a name="XREF_47818_Removing_Expired"></a>OverDrive Added/Expired Copies</h1>
|
||||
<p>The API consumer service queries OverDrive on a daily basis and synchronizes the number of eContent item records for each resource entity, either adding or removing eContent item records as necessary. For details on the synch process, see EContent Vendor and Polaris Synchronization.</p>
|
||||
<p>The item records are populated from the fields in the <b>Ebook automatic import </b>item template selected in the OverDrive Vendor Account record. Only one Ebook automatic import item template can be selected in the vendor account, but the incoming added copies could be for either ebooks or audio ebooks. Since the library may need to modify fields, such as the item material type, collection etc., the added copy item records are placed in a record set to make them easier to find and modify.</p>
|
||||
<p>EContent item records created during added copy processing are automatically added to record sets. Each vendor account has only one system-supplied record set for added copies, named following this pattern:</p>
|
||||
<p><b>E-added copies_VendorAccountName_ID=nnn</b> </p>
|
||||
<p>If necessary, the vendor account name is truncated to fit the 50-character record set name limit, and the vendor account ID follows the name. </p>
|
||||
<p class="NoteShade"><span class="FM_NoteHeader" style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">Example: </span><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;"><br />E-added copies_OverDrive_ID=10</b>
|
||||
</p>
|
||||
<p>The record set owner is the same as the <b>Ebook automatic import</b> item template owner. If the owner is changed, a new system-generated record set with the correct owner is automatically created the next time the added copy process runs. If the record set is deleted or renamed, a new one is created automatically.</p>
|
||||
<p>A staff member with the appropriate permissions can bulk change the item records in the record set. After making the changes, the records should be removed from the record set. </p>
|
||||
<p class="indent2">
|
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<img alt="Eadded.gif" style="margin-bottom: 0.000pt;width: 506;height: 341;" id="image8" src="Eadded_506x341.gif" /> </p>
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<h1><a name="XREF_76646_OverDrive_EContent"></a>OverDrive EContent Integration</h1>
|
||||
<p><a name="kanchor1443"></a><a name="IX_overview_52"></a>Libraries using the Polaris ILS can catalog, display in PAC, manage access, and circulate eContent from OverDrive. Innovative Interfaces requires a license for each integrated eContent vendor. Once the library has a subscription with OverDrive and the required Polaris license, the library creates an item template, an integrated vendor account, and an import profile in Polaris. The Vendor Account is in Polaris Administration, not in Acquisitions, and it is used during automatic importing to create resource entities for the bibliographic records. </p>
|
||||
<p>As a result of this integration, patrons can search for, place holds on, and check out OverDrive eContent directly from the PAC. All associated circulation processing and tracking for these integrated eContent occurs in Polaris. Holds placed in the PAC for OverDrive eContent are recorded, but since holds activity is managed exclusively in the vendor's database, it is not reflected in the Polaris staff client.</p>
|
||||
<p>OverDrive eContent may be in one of the following formats:</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>This list is subject to change as OverDrive develops its offerings.</p>
|
||||
<ul type="disc">
|
||||
<li>EPUB ebook</li>
|
||||
<li>PDF ebook</li>
|
||||
<li>WMA Audiobook</li>
|
||||
<li>MP3 Audiobook</li>
|
||||
<li>Magazine</li>
|
||||
</ul>
|
||||
<h2>OverDrive Advantage Accounts</h2>
|
||||
<p>Libraries participating in OverDrive Advantage accounts share eContent collections under a state, county, or consortium contract. The group of libraries sharing the collection may include libraries running an ILS other than Polaris. Patrons from these non-Polaris libraries can still check out shared titles from the OverDrive application. However, unlike the synchronization process that runs every 5-15 minutes when patrons from a Polaris library check out eContent from the OverDrive application, the process to synchronize remote patron checkouts from the app runs every 24 hours–updating the Polaris item status to <b>unavailable</b> (rather than checked out) and then to <b>in</b> when they are available.</p>
|
||||
<p>If your library uses OverDrive Advantage, you can set up the OverDrive Vendor Account so that PAC users who are connected at the system level and not logged in do not see the Advantage titles. See: <a href="Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>.</p>
|
||||
<h2>OverDrive and Polaris Synchronization</h2>
|
||||
<p>Availability and hold counts (total number of copies, number of available copies, and number of holds) for OverDrive eContent titles appear in the PAC based on the status of the items in the OverDrive repository, not on the status of the items in the Polaris database. Patrons can see the availability information whether they are logged into their library account or not.</p>
|
||||
<p>The Polaris API consumer service queries the OverDrive database daily to find and fetch the metadata for titles identified as those the library has purchased. After fetching the OverDrive metadata, the API consumer service identifies duplicates by matching on the object identifier or title ID. If the title is new to the catalog, the OverDrive XML metadata is converted to MARC XML, and the file is automatically added to the Polaris import queue to be imported. OverDrive imports are done once daily, around midnight. </p>
|
||||
<p>When a patron checks out or places a hold on a OverDrive title in Polaris, the data is immediately updated in the Polaris database and in the vendor's repository. However, when a patron uses the OverDrive app to initiate circulation, the synchronization process takes longer because the app uses the Polaris API to push the data to Polaris, and then the API consumer service completes the process. The API consumer service also performs a periodic "pull" query of the OverDrive database and then synchonizes the data if any circulation activity was detected.</p>
|
||||
<p>The Polaris database and OverDrive are synchonized as follows:</p>
|
||||
<ul>
|
||||
<li>Holds - Real time</li>
|
||||
<li>Check-out or Check-in from the PAC - Real time</li>
|
||||
<li>Check-out or Check-in from the OverDrive or Libby app - Every 5-15 minutes</li>
|
||||
<li>Added copy for an existing title - Once daily (overnight)</li>
|
||||
<li>Expired copy for an existing title - Once daily (overnight)</li>
|
||||
<li>Added title - new MARC record - Once daily (overnight)</li>
|
||||
<li>Added title - prepublication - Once daily (overnight) </li>
|
||||
</ul>
|
||||
<p>To ensure that the API consumer service synchronizes transactions correctly when a server is rebooted, the API consumer service attempts to connect every 35 seconds for 20 minutes. If it fails to connect, the service stops.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Setting_Up_Polaris_for_OverDrive_Integration.htm">Setting Up Polaris for OverDrive Integration</a>
|
||||
</li>
|
||||
<li><a href="Integrating_New_OverDrive_EContent.htm">Integrating New OverDrive EContent</a>
|
||||
</li>
|
||||
<li><a href="OverDrive_Added_Expired_Copies.htm">OverDrive Added/Expired Copies</a>
|
||||
</li>
|
||||
<li><a href="Overlaying_OverDrive_EContent_Bibs.htm">Overlaying OverDrive EContent Bibs</a>
|
||||
</li>
|
||||
<li><a href="OverDrive_Import_Jobs.htm">OverDrive Import Jobs</a>
|
||||
</li>
|
||||
<li><a href="Patron_Access_to_OverDrive_EContent.htm">Patron Access to OverDrive EContent</a>
|
||||
</li>
|
||||
</ul>
|
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|
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<h1>OverDrive Import Jobs</h1>
|
||||
<p>The Import Jobs Queue lists import jobs by the date and time posted, whether the import jobs are for eContent bibs or other types of records. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p>You can view or print a report for completed import jobs from the Import Jobs Queue window. The import report provides details regarding the import profile that was used, the settings in the import profile, the records created, errors (if any), and other details.</p>
|
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<h1><a name="XREF_74958_Overlaying"></a>Overlaying OverDrive EContent Bibs</h1>
|
||||
<p>When your library receives fully-cataloged eContent bibliographic records to overlay existing OverDrive records, a staff member imports these records using an import profile set up to: detect duplicates based on the 037 tag; overlay these duplicate with the full incoming records; and retain tags that create resource entities. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Inform the bibliographic record vendor that the fully-cataloged eContent bibliographic records provided to overlay integrated eContent bibs must have the following requirements:<br /><br />The records must be MARC or MARCXML bibliographic records.<br /><br />The 037 tags must be retained because that tag contains the eContent item identifier and serves as a match point to detect duplicates during importing.<br /><br /></p>
|
||||
<p>See also: <a href="../EContentAxis360/Import_fully-cataloged_bibs_to_overlay_Axis_360_bibs.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Importing Fully-Cataloged Bibs to Overlay Axis 360 Bibs</span></a></p>
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<h1><a name="XREF_29261_Patron_Access_to"></a>Patron Access to OverDrive EContent </h1>
|
||||
<p>For patrons who have logged into their library accounts, the eContent available for checkout or hold requests depends on the OverDrive account with the patron’s registered branch or with the resource group to which the registered branch is a member. If the Polaris Vendor Account has been set up for an OverDrive Advantage account, users who are not logged in and are connected to the PAC at the system level will see availability and hold counts depending which OverDrive Advantage option is selected in the OverDrive Vendor Account: <b>Show availability and hold counts for shared copies only</b> or <b>Show availability and hold counts for a specific Advantage account</b>. See <a href="Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>.</p>
|
||||
<p>For more information about options for displaying, managing, and circulating eContent, <MadCap:conditionalText data-mc-conditions="Primary.Hidden,Primary.Online">see <a href="../EContentPAC/Managing_EContent_in_the_PAC.htm#XREF_90169_Managing_EContent">Managing EContent in the PAC</a>.</MadCap:conditionalText></p>
|
||||
<p><a name="kanchor1510"></a><a name="IX_placing_holds_1"></a><a name="kanchor1511"></a><a name="IX_OverDrive_eContent_1"></a><a name="kanchor1512"></a><a name="IX_OverDrive_eContent"></a><a name="kanchor1513"></a><a name="IX_checking_out_2"></a>When the OverDrive eContent is accessible to the logged in patron, a <b>Check Out</b> button is displayed in the PAC search results if the title is available. If the patron has access, but the title is not available, a <b>Place Hold</b> button is displayed. If the patron does not have access to the eContent title, a <b>Restricted</b> button is displayed with the hover text <b>Sorry this title is currently not available at your registered branch</b>. You can modify this text string in WebAdmin using the mnemonic: <b>PACML_EBRESTRICTED_TIP</b>. </p>
|
||||
<p>You can prevent or allow downloads of OverDrive integrated eContent on library computers designated as in-house workstations. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> Prevent or allow downloads of OverDrive eContent on in-house workstations</MadCap:conditionalText>.</p>
|
||||
<p>The library can change the <b>Check Out</b> and <b>Place Hold</b> button text for OverDrive eContent by modifying the following strings in WebAdmin:</p>
|
||||
<ul type="disc">
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_OVERDRIVECHECKOUT</b>
|
||||
</li>
|
||||
<li><b style="font-style: normal;font-weight: bold;color: #000000;text-decoration: none;letter-spacing: 0.00em;">PACML_OVERDRIVEPLACEHOLD</b>
|
||||
</li>
|
||||
</ul>
|
||||
<p>Patrons who are logged into their accounts in PowerPAC or Mobile PAC can check out OverDrive integrated eContent titles and access the file from the final checkout acknowledgment or from their patron accounts. If the title is available in a single format, the PAC user selects the single format shown. If the title is available in multiple formats, the user selects the <b>Get It</b> button, and a drop-down menu displays the available formats. </p>
|
||||
<p>The patron experience may vary according to the device used to access the eContent; the operating system and the apps installed; and the browser settings. To access the eContent, the patron may need to allow one-time pop-ups or turn off the pop-up blocker on some devices, such as on the iPad. </p>
|
||||
<p>The following variables are outside of the control of the Polaris software:</p>
|
||||
<ul>
|
||||
<li> DRM-protected Adobe PDF and EPUB files (.acsm files) may open in the OverDrive reading application, Adobe Digital Editions, or another reading application.</li>
|
||||
<li>OverDrive Read, OverDrive Listen, MediaDo, and streaming video titles open and play in a new browser tab or a new browser window.</li>
|
||||
<li>Kindle titles open in a new browser tab or window with an Amazon login page. The title is sent to the user's Kindle account; the Kindle app does not open automatically. </li>
|
||||
<li>Nook titles are sent to the user's Nook account; the Nook app does not open automatically. Depending on the user's device and the Barnes & Noble account, a new browser tab or window may open with a Barnes & Noble login page.</li>
|
||||
</ul>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="OverDrPPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Checking Out and Downloading OverDrive eContent from PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="OverDrMobPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Check out and download OverDrive eContent from Mobile PAC</span></a>
|
||||
</li>
|
||||
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|
||||
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|
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|
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<h1>Putting Existing Non-Integrated OverDrive Bibs in Record Sets</h1>
|
||||
<p>To locate the existing OverDrive eContent records and put them in record sets</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can put all the existing OverDrive eContent bib records in a single record set. However, separating your ebooks from audio-ebooks, and then re-importing the bibs in separate processes allows you to create item records from specific templates.</p>
|
||||
<ol>
|
||||
<li value="1">Set up the search criteria in the Find Tool to find the existing non-integrated OverDrive records.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Work with your Polaris site manager to determine the best way to find these records. You may need to set up an SQL search in the Find Tool.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select the records in the results list, right-click, and select <b>Add to record set</b>.</li>
|
||||
<li value="3">Save the record set with a name that identifies the records.</li>
|
||||
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<h1>Re-Importing Existing Non-Integrated OverDrive Records</h1>
|
||||
<p>The import profile must have specific settings that enable the integration with Polaris circulation. Other settings depend on your library’s decisions. </p>
|
||||
<p>You can create multiple import profiles, each with a specific item template selected, so that the eContent item records are created for specific collections. Then, if your exported non-integrated ebooks and audio-ebooks are in different files, you can import them in separate processes. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Newly-purchased OverDrive eContent records will be imported automatically using the default <b>Integrated ebook bibs</b> import profile (or a renamed copy of this profile) selected in the OverDrive Vendor Account workform. See <a href="Integrating_New_OverDrive_EContent.htm#XREF_53635_Automatic_Import">Automatic Import Profile Selected in the OverDrive Vendor Account</a>.</p>
|
||||
<p>To set up the import profile and then import the existing non-integrated OverDrive bibs. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If this profile is already set up, skip step 1.</p>
|
||||
<ol>
|
||||
<li value="1">Create an import profile specifically for importing existing non-integrated OverDrive eContent. </li>
|
||||
</ol>
|
||||
<p class="indent2">You can start with a new import profile, or select an existing profile, rename it, and modify the settings. For general information about copying and renaming import profiles, see <a href="../../Cataloging/PKimport/Copy_a_Polaris_read-only_import_profile.htm#XREF_12738_Create_an_import">Copy a Polaris read-only import profile</a>. </p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;">
|
||||
<li value="1">On the Profile Setup tab, type a new name for the import profile, and select the OverDrive account in the <b>Vendor account</b> box.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent4">
|
||||
<img alt="ODImpExisting.gif" style="margin-bottom: 0.000pt;width: 507;height: 209;" id="image6" src="ODImpExisting_507x209.gif" /> </p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="2">
|
||||
<li value="2">Select the Bibliographic Records tab. If you have deleted all your OverDrive records, you can turn off duplicate detection. </li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent4">Work with your Polaris site manager to determine which duplicate-detection settings are appropriate for your library.</p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="3">
|
||||
<li value="3">Select the Item Records tab, and ensure that the following options are set:</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<blockquote>
|
||||
<ul type="disc">
|
||||
<li><b>Build item records</b> checkbox is checked</li>
|
||||
<li><b>Using all available holdings/item fields </b>is selected.</li>
|
||||
<li><b>Item template (for fields that are missing)</b>: The correct eContent item template is selected.</li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
</blockquote>
|
||||
<blockquote>
|
||||
<p class="NoteShade"><b>Note:<br /></b>You can select any item template when you import existing non-integrated OverDrive eContent. However, if your library uses resource groups, ensure that the item template’s assigned branch is in the resource group that shares the OverDrive vendor account. When <span style="font-style: italic;">new</span> OverDrive eContent is purchased by the library, the automatic process uses the specific Ebook automatic import item template selected in the OverDrive Vendor Account.</p>
|
||||
</blockquote>
|
||||
<p class="indent4">
|
||||
<img alt="ODor3MExistItems.gif" style="margin-bottom: 0.000pt;width: 430;height: 317;" id="image7" src="ODor3MExistItems_430x317.gif" /> </p>
|
||||
<blockquote>
|
||||
<ol style="list-style-type: lower-alpha;" start="4">
|
||||
<li value="4">(Optional) Select the Authority Records tab, and modify the settings.</li>
|
||||
<li value="5">Select the Record Set tab, and ensure that the record sets are named appropriately to identify the types of records in them. </li>
|
||||
<li value="6">Save the import profile.</li>
|
||||
</ol>
|
||||
</blockquote>
|
||||
<p class="indent2">The import profile is available to select when re-importing existing OverDrive eContent bibs to enable the integration with Polaris circulation.</p>
|
||||
<ol start="2">
|
||||
<li value="2">After the import profile is set up, to re-import the OverDrive bibs, select <b>Utilities</b> > <b>Importing</b> > <b>Full Import</b>.</li>
|
||||
<li value="3">Select the import profile created in step 1. </li>
|
||||
<li value="4">On the Profile Setup tab, click <b>Add</b> and select the file of exported non-integrated OverDrive bibs to import.</li>
|
||||
<li value="5">Click the <b>Import</b> button. </li>
|
||||
</ol>
|
||||
<p class="indent2">The OverDrive titles are imported and integrated with Polaris circulation, and item records are created. After the import is complete, an overnight process synchronizes items out and hold requests in existing patron accounts.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If you want to add call numbers from the 099 tag to the newly-created eContent item records, you can select the <b>Use call number fields from bib record</b> setting on the Item Bulk Change dialog box. </p>
|
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<h1><a name="XREF_12849_Set_up_the1"></a>Setting Up the eContent Item Templates for OverDrive</h1>
|
||||
<p>To enable the automatic creation of OverDrive eContent item records, you must create an item template named <b>Ebook automatic import</b> or <b>E-book automatic import</b> (additional text can be appended to this name, but it must begin with this string). This template supplies the default data used to create eContent item records during the automatic import process. After you set up the <b>Ebook automatic import </b>item template, you select it in the Vendor Account workform. See <a href="Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>The <b>Ebook automatic import</b> item template is used for all types of integrated eContent, including audio ebooks. After the automatic import, you can edit the OverDrive item records using the Item Bulk Change process.</p>
|
||||
<p>You can also create multiple other item templates, named however your library wishes, to use when re-importing existing non-integrated OverDrive records. For example, if your library has existing non-integrated OverDrive ebooks and audio ebooks, you can set up one item template for ebooks and one item template for audio ebooks. Then, you can select the appropriate item template in the import profile when you are re-importing these existing records.</p>
|
||||
<p>To set up the item templates for OverDrive:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New</b> from the Polaris Shortcut Bar.</li>
|
||||
<li value="2">Select <b>Item Template </b>and click<b> OK.</b> </li>
|
||||
</ol>
|
||||
<p class="indent2">The Item Template workform opens.</p>
|
||||
<p class="indent2">
|
||||
<img alt="ODtemplates.gif" style="margin-bottom: 0.000pt;width: 600;height: 397;" id="image0" src="ODtemplates_600x397.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Type a name for the OverDrive eContent item template. </li>
|
||||
</ol>
|
||||
<ul type="disc">
|
||||
<li>If you are creating the item template that will be selected in the OverDrive Vendor Account workform, it must be named <b>Ebook automatic import</b> or <b>E-book automatic import</b>. Case does not matter, and other words can follow this string, but the name must begin with <b>Ebook automatic import</b>. For information about the items created from the automatic import item template, see </li>
|
||||
<li>If you are creating an item template to create eContent item records during a non-automatic import, you can type any name in the <b>Name</b> box. You can create as many of these templates as are appropriate for your library. For example, your library may already have non-integrated OverDrive records in various electronic formats (ebook, audio ebook, etc.) in its database. When importing these records to enable their integration with Polaris Circulation, the user can select one of these eContent templates.</li>
|
||||
</ul>
|
||||
<ol start="4">
|
||||
<li value="4">Select the branch that owns the template in the <b>Template owner</b> box.</li>
|
||||
<li value="5">In the <b>Assigned</b> box, select the branch for the eContent items that will be created using this template. </li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If a resource group is selected in the Vendor Account, the <b>Assigned</b> branch selected in the item template must belong to the resource group.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">In the <b>Circulation status </b>box, select <b>In</b>.</li>
|
||||
<li value="7">Select the <b>Fine code</b> and <b>Renewal limit</b>. These fields are required to save the item template, but they are ignored in eContent items circulation processing.</li>
|
||||
<li value="8">Select <b>File </b>><b> Save</b>, select the save button, or press <b>Ctrl+S</b> to save the template.</li>
|
||||
</ol>
|
||||
<p class="indent2">See also: <a href="../EContentAppStaff/EContent_Item_Records.htm#XREF_42080_Axis_360_Ebook">EContent Item Records</a>.</p>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/Setting_Up_Polaris_for_OverDrive_Integration.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1>Setting Up Polaris for OverDrive Integration</h1>
|
||||
<p><a name="kanchor2671"></a><a name="IX_setting_up_Polaris_3"></a><a name="kanchor2672"></a><a name="IX_setting_up_Polaris_2"></a>To enable the import processing that integrates OverDrive eContent with Polaris, the item templates, vendor account, and import profiles must be set up correctly in Polaris. Your Polaris Site Manager can assist your library with this setup.</p>
|
||||
<p>See also:</p>
|
||||
<ul type="disc">
|
||||
<li><a href="Set_up_the_eContent_item_templates_for_OverDrive.htm#XREF_12849_Set_up_the1">Set up the eContent item templates for OverDrive</a>
|
||||
</li>
|
||||
<li><a href="Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>
|
||||
</li>
|
||||
<li><a href="Create_OverDrive_eContent_import_profile_s.htm#XREF_70586_Create_OverDrive">Create OverDrive eContent import profile(s)</a>
|
||||
</li>
|
||||
</ul>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<!DOCTYPE html>
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |OverDrive EContent Integration|OverDrive Import Jobs" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentOverDr/View_the_jobs_or_print_reports_for_OverDrive_imports.htm">Open topic with navigation</a>
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|
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<h1><a name="XREF_98191_View_the_jobs_or1"></a>Viewing the Jobs or Print Reports for OverDrive Imports</h1>
|
||||
<p>To view import jobs in the Import Jobs Queue:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Utilities </b>><b> Importing </b>><b> Import Jobs Queue</b> to open the Import Jobs Queue window.</li>
|
||||
</ol>
|
||||
<p class="indent2">By default, the jobs are sorted by the date and time posted. If multiple files were selected for import, each file appears on a separate line. Completed jobs remain in the queue until an authorized user manually deletes them.</p>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>If you do not need to view the report before printing it, you can select the import job in list, and click the <b>Report</b> button, or right-click and select <b>Print Report</b>.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Double-click the import job you want to view or print.</li>
|
||||
</ol>
|
||||
<p class="indent2">The Import Report pdf appears in the preview window.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>File </b>><b> Print</b> to print the report displayed in the preview window.</li>
|
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</ol>
|
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|
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|
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbooksPAC.fm" /><title>Configure the Enriched Content Drawers for PowerPAC</title>
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<h1><a name="XREF_41097_Configure_the"></a>Configure the Enriched Content Drawers for PowerPAC</h1>
|
||||
<p>To configure the enriched content display for the eContent vendor in Polaris PowerPAC:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the Profiles folder for the organization, and click the PowerPAC tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Product page categories: Configure </b>to open the dialog box.</li>
|
||||
</ol>
|
||||
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|
||||
<img alt="ODprodpg.gif" style="margin-bottom: 0.000pt;width: 403;height: 308;" id="image5" src="../../../Resources/Images/powerPACprofProdPgConf_403x308.png" /> </p>
|
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<ol data-mc-continue="true">
|
||||
<li value="3">Select the checkboxes next to the categories you want to be expanded upon initial display of the product page in PowerPAC.</li>
|
||||
<li value="4">Click <b>OK</b>.</li>
|
||||
</ol>
|
||||
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_77555_EContent"></a>EContent Availability and Holds Counts in PAC</h1>
|
||||
<p>The availability and holds counts for integrated eContent titles are populated in real time on the PAC search results lists. These counts are not affected by settings in the <b>Title Display: Configure</b> profile. </p>
|
||||
<p>Your library may opt to suppress detailed item availability display for integrated eContent titles in PowerPAC and Mobile PAC by setting the PAC profile <b>Suppress availability display for integrated econtent titles</b> to<b> Yes</b>. When the PAC connection branch has set this profile to<b> Yes,</b> the<b> Availability </b>button and drawer do not display in PowerPAC, and the<b> Find It</b> link does not display in Mobile PAC. The availability counts still display. See <a href="../../Public_Access_Admin/PDOresults/suppressPACavail.htm"><a href="../../Public_Access_Admin/PDOresults/suppressPACavail.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Suppress eContent Availability Display in PAC</span></a>.</a></p>
|
||||
<p>For OverDrive Advantage accounts, Advantage copies for the branch display when a patron is connected to the PAC at that branch, regardless of whether the patron is logged in or not. The library uses an option in the Vendor Record to specify whether patrons see Advantage titles when connected to the PAC at the system level.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../EContentOverDr/Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>.</MadCap:conditionalText></p>
|
||||
<p>The patron may see a <b>Please log in for availability</b> message that indicates Polaris cannot determine the library organization. This might happen if the patron has not yet logged in and is connected to the PAC at an organization that does not honor resource groups. If the patron does not have access to the eContent title, a <b>Restricted</b> button is displayed with the hover text <b>Sorry this title is currently not available at your registered branch</b>. You can modify this text string in WebAdmin using the mnemonic: <b>PACML_EBRESTRICTED_TIP</b>.<MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="Manage_patron_access_to_eContent_using_resource_groups.htm#XREF_22667_Manage_patron">Manage patron access to eContent using resource groups</a>.</MadCap:conditionalText></p>
|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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/*]]>*/</script>
|
||||
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|
||||
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|
||||
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|
||||
</body>
|
||||
</html>
|
||||
+80
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|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
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<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbooksPAC.fm" /><title>EContent Product Page Display in the PAC</title>
|
||||
<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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</head>
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<body>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/EContent_Product_Page_Display_in_the_PAC.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
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<h1><a name="XREF_36527_EContent_Product"></a>EContent Product Page Display in the PAC</h1>
|
||||
<p><a name="kanchor5636"></a><a name="IX_product_page_display"></a>The product page (full display) for eContent is similar to the full display for other bibliographic materials.</p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACEContentProductPage_548x252.png" style="width: 548;height: 252;" alt="" />
|
||||
</p>
|
||||
<p>The bibliographic information display for eContent is configured with the PowerPAC and Mobile PAC <b>Title Display Configure</b> profiles. See <a href="../../Public_Access_Admin/PDOresults/Configuring_the_PowerPAC_Title_Display.htm#XREF_10835_Configuring_the">Configuring the PowerPAC Title Display</a>. </p>
|
||||
<p>The <b>Purchase</b> button and the <b>Map It</b> feature are suppressed for eContent. If your library does not want to display detailed availability information for integrated eContent titles, you can set the PAC profile <b>Item availability: Suppress for integrated econtent titles</b> to <b>Yes</b>. See <a href="../../Public_Access_Admin/PDOresults/suppressPACavail.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Suppress eContent Availability Display in PAC</span></a><a href="../../Public_Access_Admin/PDOresults/suppressPACavail.htm">.</a></p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Configure_the_enriched_content_drawer_for_PowerPAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Configure the Enriched Content Drawers for PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="Enable_enriched_content_for_Axis_360_or_OverDrive.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Enable enriched content for Axis 360 or OverDrive</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<div>
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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|
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</html>
|
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+72
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|
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbooksPAC.fm" /><title>EContent in PAC Search Results</title>
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/EContent_in_PAC_Search_Results.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<div class="content">
|
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<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_81436_EContent_in_PAC"></a>EContent in PAC Search Results</h1>
|
||||
<p>When patrons search for titles in the PAC, the integrated eContent titles display along with titles for physical material. For example, if a patron searches for a specific title, the results may include a physical DVD and a downloadable ebook or audio ebook from one or more integrated eContent vendors, such as OverDrive and cloudLibrary (formerly 3M Cloud Library). </p>
|
||||
<p>
|
||||
<img src="../../../Resources/Images/PACEContentResults.png" alt="" />
|
||||
</p>
|
||||
<p>The Availability display depends on how your eContent vendor accounts are set up and whether these accounts are shared by the entire library system, shared by specific organizations, or limited to a single branch. You may also suppress detailed item availability display for integrated eContent. See <a href="EContent_Availability_and_Holds_Counts.htm#XREF_77555_EContent">EContent Availability and Holds Counts</a>.</p>
|
||||
</div>
|
||||
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|
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|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
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|
||||
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|
||||
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|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+81
@@ -0,0 +1,81 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
|
||||
<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
||||
<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbooksPAC.fm" /><title>EContent in the PAC Patron Account</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
|
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<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
||||
</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
|
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|
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|
||||
function gtag(){dataLayer.push(arguments);}
|
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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/* ]]> */</script>
|
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</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/EContent_in_the_PAC_Patron_Account.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
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</div>
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||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1><a name="XREF_28254_EContent_in_the"></a>EContent in the PAC Patron Account</h1>
|
||||
<p><a name="kanchor5238"></a><a name="IX_integrated_eContent"></a>After eContent titles are checked out, they are listed on the Items Out page of the patron account. The list reflects the eContent currently checked out, regardless of whether the patron has actually downloaded content.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>EContent titles cannot be renewed from PAC, the staff client, or Polaris Phone Attendant. Check-in from the staff client is not supported. For more information,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../EContentAppStaff/EContent_in_the_Polaris_Staff_Client.htm#XREF_27666_EContent_in_the">EContent in the Polaris Staff Client</a>.</MadCap:conditionalText></p>
|
||||
<p>EContent items automatically expire when the item’s expiration date and time are reached. When the expiration date of the item is reached, the item becomes available to someone else. Polaris automatically checks in the item and removes it from the patron account. Patrons can also check in cloudLibrary eContent and some OverDrive eContent formats before they expire. Check in does not apply to Axis 360 eContent.</p>
|
||||
<p><a name="kanchor5239"></a><a name="IX_PAC_patron_account"></a><a name="kanchor5240"></a><a name="IX_patron_account_Requests"></a>A logged-in patron can view the status of requests for eContent on the Requests page of the patron account. Items available for checkout and download are also included in the count of items ready for pickup in the patron account summary dashboard. (This count may change if the user takes action after accessing the account.)</p>
|
||||
<p>Requests for eContent titles cannot be suspended or reactivated, but requests with a status of Active can be canceled. The patron can click <b>Refresh eContent</b> on the patron account Requests page to see the changes in PAC. All actions taken on the PAC patron account Requests page result in a real-time update to the vendor account and to the information on the Requests page. </p>
|
||||
<p data-mc-conditions="Primary.Online">See also:</p>
|
||||
<ul data-mc-conditions="Primary.Online">
|
||||
<li><a href="../EContentAxis360/Patron_Access_to_Axis_360_EContent.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Access to Axis 360 EContent </span></a>
|
||||
</li>
|
||||
<li><a href="../EContentOverDr/Patron_Access_to_OverDrive_EContent.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Patron Access to OverDrive EContent </span></a>
|
||||
</li>
|
||||
<li><a href="../EContentCloudLib/Patron_Access_to_3M_EContent.htm">Patron Access to cloudLibrary EContent</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="XREF_13493_Enable_enriched"></a>Enable enriched content for Axis 360 or OverDrive</h1>
|
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<p>You can enable enriched content provided by Baker & Taylor for Axis 360, or for OverDrive. When your library has implemented the eContent vendor, and enabled the enriched content, patrons will see a “drawer” in the PAC, labeled <b>Descriptions and more, from [vendor name]</b>.</p>
|
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<p>To enable enriched content for an eContent vendor:</p>
|
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<ol>
|
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<li value="1">In the Administration Explorer tree view, open the Profiles folder for the organization, and click the PAC tab in the details view.</li>
|
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<li value="2">Double-click <b>Enriched data</b>.</li>
|
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<li value="3">Select <b>Baker & Taylor</b> and select the Content Cafe subtab for Axis 360, or select the <b>OverDrive</b> tab, and select the <b>Enable </b>checkbox. This selection enables the enriched content.</li>
|
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<h1><a name="kanchor3511"></a><a name="IX_managing_access_using_1"></a><a name="kanchor3512"></a><a name="IX_managing_access_using"></a><a name="kanchor3513"></a><a name="IX_using_resource_groups_to"></a><a name="kanchor3514"></a><a name="IX_managing_access_to"></a><a name="XREF_22667_Manage_patron"></a>Managing Patron Access to eContent Using Resource Groups</h1>
|
||||
<p>Your library can set up resource groups to manage patron access to eContent in the PAC and then select the resource group in the vendor account. Then you can use the PAC profile <b>Resource Groups: Search results settings</b> to control when the title is displayed in PAC search results. The profile is available at the system, library, and branch levels. The system uses the settings for the current PAC connection branch.</p>
|
||||
<p>For information about additional options for displaying and circulating eContent, see: <a href="Managing_EContent_in_the_PAC.htm">Managing Integrated EContent in the PAC</a>.</p>
|
||||
<p><a name="kanchor3515"></a><a name="IX_restricting_in_search"></a>To set restrictions on the display of integrated eContent titles based on resource groups:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>File </b>><b> New </b>><b> Resource Group</b>, and select the organizations that will belong to this resource group. Save the resource group. For more details, see <a href="../../Administration/PDorgnizatn/Setting_Up_Organization_Resource_Groups.htm#XREF_75320_Setting_Up_Branch">Setting Up Organization Resource Groups</a>.</li>
|
||||
<li value="2">Select the resource group in the eContent vendor account. For information on setting up vendor accounts, see one of the following topics:<ul><li><a href="../EContentAxis360/Create_an_Axis_360_integrated_vendor_account.htm#XREF_72698_Create_an_Axis_360">Creating an Axis 360 Integrated Vendor Account</a></li><li><a href="../EContentOverDr/Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an"><a href="../EContentOverDr/Create_an_OverDrive_integrated_vendor_account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating an OverDrive Integrated Vendor Account</span></a></a></li><li><a href="../EContentCloudLib/Create_a_3M_integrated_vendor_account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating a cloudLibrary Integrated Vendor Account </span></a></li><li><a href="../EContentRecBooks/SetUpVendRec.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Creating an RBdigital Integrated Vendor Account</span></a></li></ul></li>
|
||||
</ol>
|
||||
<ol start="3">
|
||||
<li value="3">Select <b>Administration </b>><b> Explorer</b>, select the organization, select <b>Profiles</b>, and click the <b>PAC</b> tab in the details view.</li>
|
||||
<li value="4">Double-click <b>Resource Groups: Search results settings.</b></li>
|
||||
</ol>
|
||||
<p class="indent2">The Resource Groups: Search results settings dialog box opens.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/ResourceGroups,SearchRes_400x282.png" style="width: 400;height: 282;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="5"><a name="kanchor3516"></a><a name="IX_administration_options"></a><a name="kanchor3517"></a><a name="IX_setting_administration"></a><a name="kanchor3518"></a><a name="IX_honor_resource_groups"></a><a name="kanchor3519"></a><a name="IX_search_results_settings"></a>To display search results according to the resource groups when displaying search results, select <b>Honor Resource Groups in PAC search results lists</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">When you check <b>Honor Resource Groups</b>, the remaining options become available for selection. Select at least one option to specify the eContent that is available to patrons based on the branch’s membership in the resource group</p>
|
||||
<p class="NoteShade"><b>Note:<br /><span style="font-weight: normal; ">If you do not select Honor Resource Groups in PAC search results lists, eContent titles are displayed in the PAC regardless of the connection branch or whether the patron is logged in or not. As a result, patrons may see titles for eContent that they cannot access. </span></b>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="6">If you want to display eContent titles that are available to the branch when a patron is connected to that branch in the PAC, but not logged in, select <b>Before login show eContent available to connection branch</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">When this option is checked, patrons may see titles in search results that are not available to check out once they are logged in.</p>
|
||||
<p class="indent2">When this option is unchecked, and the patron is not logged in, the eContent titles that are not available to the patron do not display.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="7">Select one of the following options under <b>After login, show eContent for:</b> <ul type="disc"><li><b>Connection branch</b> - If this option is checked, logged in patrons searching the PAC at a connection branch that is not their registered branch will see eContent titles that are not available to check out.</li><li><b>Registration branch</b> - If this option is checked, logged in patrons searching the PAC at a connection branch that is their registered branch will see the eContent titles that are available to them.</li></ul></li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Although the Before login option is independent of the After login options, if you check Before login but do not select either After login option, you receive the following warning message, because in this case no eContent will be displayed after the patron logs in: Once a patron logs in, eContent will no longer appear in the PAC display. Please correct this problem by checking the connection branch checkbox and/or the registration branch checkbox.</p>
|
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|
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<h1><a name="XREF_90169_Managing_EContent"></a>Managing Integrated EContent in the PAC</h1>
|
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<p>EContent titles provided by integrated vendors can be displayed in the Polaris PowerPAC, Mobile PAC, and PowerPAC Children’s Edition. Patrons can search for and view eContent title information using the same features and functions that are available for searching for physical material titles. For information on setting up integrated eContent in Polaris,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see <a href="../Implementing_EContent_Integration.htm">Integration with Polaris and eContent Vendors</a>.</MadCap:conditionalText></p>
|
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<p class="NoteShade"><b>Note:</b>
|
||||
<br />RBdigital titles display in the patron's account in Polaris Mobile PAC, but patrons cannot take action on RBdigital titles from Mobile PAC.</p>
|
||||
<p>Many Polaris Administration settings are used for both physical and eContent titles. These include settings for search types, access points, limit by options, facets, and title display configuration. Advanced search options are supported to the extent that the data is present in the eContent item and bibliographic records. </p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>If your library offers a Limit By filter for currently available items, the system uses the information currently in the Polaris database. Selecting this filter does not trigger real-time synchronization with the integrated eContent vendor.</p>
|
||||
<p>Other Polaris Administration settings apply only to eContent in the PAC. These settings are used to: limit title display and access based on the resource group that shares the vendor account; manage eContent availability and hold counts; and track eContent circulations separately from physical items. The library can also customize the text for the <b>Check Out</b> and <b>Place Hold</b> buttons in WebAdmin. </p>
|
||||
<p class="NoteShade"><b>Important:<br /></b>Be sure to reload both PowerPAC and Mobile PAC (if your library uses Mobile PAC) each time you: add or change a resource group; add or change a vendor account; or change the <b>Resource Groups: Search results settings</b> profile in Polaris Administration. See <a href="../../Public_Access_Admin/PDOMobilePAC/Mobile_PAC_Basics.htm#TOC_Updating_Page_Caches1" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Updating Page Caches</span></a>.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden">See also:</p>
|
||||
<ul type="disc">
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="EContent_in_PAC_Search_Results.htm#XREF_81436_EContent_in_PAC">EContent in PAC Search Results</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="EContent_Availability_and_Holds_Counts.htm#XREF_77555_EContent">EContent Availability and Holds Counts</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="EContent_Product_Page_Display_in_the_PAC.htm#XREF_36527_EContent_Product">EContent Product Page Display in the PAC</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="Patron-Initiated_EContent_Circulation_from_PAC.htm#XREF_72113_Patron_Initiated">Patron-Initiated EContent Circulation from PAC</a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Online,Primary.Hidden"><a href="EContent_in_the_PAC_Patron_Account.htm#XREF_28254_EContent_in_the">EContent in the PAC Patron Account</a>
|
||||
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|
||||
</ul>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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+91
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="Public Access Administration |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta name="search-keywords" content="circulation, public services, DQ2407050, Polaris user guide" />
|
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<meta name="OriginalFile" content="file:///Z:/Projects - Polaris/POLARIS ILS Help/FM/EbooksPAC.fm" /><title>Patron-Initiated EContent Circulation from PAC</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/Patron-Initiated_EContent_Circulation_from_PAC.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_72113_Patron_Initiated"></a><a name="kanchor602"></a>Patron-Initiated EContent Circulation from PAC</h1>
|
||||
<p>In Polaris, the loaning branch for circulation transactions is typically the patron’s registered branch. However, your library may want to set the loaning branch as the eContent item’s assigned branch for patron-initiated circulations, where the patron places holds or checks out eContent from the PAC. This option can be set at the System level only. </p>
|
||||
<p>EContent titles in PAC search results display the <b>Check Out</b> button if the item is available to the patron or a <b>Place Request</b> button if no local item is available. (If the vendor account is not active, a <b>Temporarily Unavailable</b> button is <a name="kanchor603"></a>displayed.) </p>
|
||||
<p><a name="kanchor604"></a>If the patron does not have access to the eContent title, a <b>Restricted</b> button is displayed with the hover text <b>Sorry this title is currently not available at your registered branch</b>. You can modify this text string in WebAdmin using the mnemonic: <b>PACML_EBRESTRICTED_TIP</b>. Patrons can also be blocked from checking out eContent based on settings in the Patron Services Administration profile <b>Patron initiated circulation: Blocking conditions</b><MadCap:conditionalText data-mc-conditions="Primary.Online"> See <a href="../../Patron_Services_Admin/PDPblocks/Set_blocks_on_patron-initiated_circulation_and_ebook_circulation.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Set Blocks on Patron-Initiated and eContent Circulation</span></a>.</MadCap:conditionalText>.</p>
|
||||
<p class="NoteShade"><b>Note:<br /></b>Your library can change the labels on the <b>Place Hold </b>and <b>Check Out</b> buttons by modifying vendor-specific strings in WebAdmin. </p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="Set_the_loaning_branch_for_eContent_circulations.htm" class="Heading MCXref xref xrefHeading"><span style="color: Blue;" class="mcFormatColor">Set the Loaning Branch for eContent Circulations</span></a>
|
||||
</li>
|
||||
<li><a href="Reqformatecont.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Require Format for Integrated eContent Check Outs in PAC</span></a>
|
||||
</li>
|
||||
<li><a href="preventOverDrivedwnlds.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Prevent or allow downloads of OverDrive eContent on in-house workstations</span></a>
|
||||
</li>
|
||||
<li><a href="EContent_in_the_PAC_Patron_Account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">EContent in the PAC Patron Account</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<p>For information regarding patron access to a specific vendor's integrated eContent,<MadCap:conditionalText data-mc-conditions="Primary.Online"> see:</MadCap:conditionalText></p>
|
||||
<ul data-mc-conditions="Primary.Online">
|
||||
<li><a href="../EContentAxis360/Patron_Access_to_Axis_360_EContent.htm#XREF_40289_Patron_Access_to">Patron Access to Axis 360 EContent </a>
|
||||
</li>
|
||||
<li><a href="../EContentOverDr/Patron_Access_to_OverDrive_EContent.htm#XREF_29261_Patron_Access_to">Patron Access to OverDrive EContent </a>
|
||||
</li>
|
||||
<li><a href="../EContentCloudLib/Patron_Access_to_3M_EContent.htm">Patron Access to cloudLibrary EContent</a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<div>
|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1><a name="kanchor1533"></a>Require Format for Integrated eContent Check Outs in PAC</h1>
|
||||
<p>Your library can require patrons to select a format when they check out integrated eContent titles from the PowerPAC or Mobile PAC. When the Patron Services parameter <b>Check out: Require format selection when checking out integrated econtent</b> is set to <b>Yes</b> for the library organization the patron is connected to, the format list defaults to <b>Please select</b>, and the patron must select a format from the list to check out the eContent.</p>
|
||||
<p>To require patrons to select a format when checking out integrated eContent titles in PAC:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration </b>><b> Explorer</b> and select the organization (system, library, or branch).</li>
|
||||
<li value="2">Select<b> Parameters</b> under the organization, and select the <b>Patron Services</b> tab.</li>
|
||||
<li value="3">Double-click <b>Check out: Require format selection when checking out integrated econtent </b>and select <b>Yes</b>.</li>
|
||||
<li value="4">Select <b>File </b>><b> Save</b>.</li>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/Set_the_loaning_branch_for_eContent_circulations.htm">Open topic with navigation</a>
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|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="XREF_14879_Set_the_loaning"></a><a name="kanchor958"></a>Set the Loaning Branch for eContent Circulations</h1>
|
||||
<p><a name="kanchor959"></a><a name="IX_tracking_by_the_item_s"></a><a name="kanchor960"></a><a name="IX_changing_the_loaning"></a><a name="kanchor961"></a><a name="IX_changing_for_eContent"></a>In Polaris, the loaning branch for circulation transactions is the patron’s registered branch. However, your library might want to set the loaning branch as the item’s assigned branch for patron-initiated circulations, where the patron places holds or checks out eContent from the PAC. This profile can be set at the System level only. </p>
|
||||
<p>To set the loaning branch for eContent circulation:</p>
|
||||
<ol>
|
||||
<li value="1">In the Administration Explorer tree view, open the <b>Profiles</b> folder at the System level, and select the <b>Patron Services </b>tab in the details view.</li>
|
||||
<li value="2">Double-click <b>Patron initiated circulation: Transaction branch</b> to open the drop-down list.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img alt="profTransbr.gif" style="width: 411.263pt;height: 195.263pt;margin-bottom: 0.000pt;" id="image9" src="profTransbr.gif" /> </p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Select <b>Patron’s branch</b> or <b>Item’s branch</b>. This setting applies to eContent circulations from the PAC only; the loaning branch for physical items is still the patron’s registered branch.</li>
|
||||
</ol>
|
||||
</div>
|
||||
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|
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<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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<p align="center">
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/Setting_up_a_digital-branch.htm">Open topic with navigation</a>
|
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|
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="TOC_Setting_Up_a_Digital"></a><a name="XREF_15326_Setting_Up_a"></a>Setting Up a Digital Branch for Integrated EContent</h1>
|
||||
<p><a name="kanchor4140"></a><a name="IX_digital_branches"></a><a name="kanchor4141"></a><a name="IX_setting_up_for_eContent"></a><a name="kanchor4142"></a><a name="IX_digital_for_eContent"></a>If multiple libraries in your system use the same Vendor Account (contract) for eContent, Polaris recommends that you set up a digital branch to represent the account. Using a digital branch will make it less likely that extensive bulk changes will be necessary after the eContent items are created. Multiple digital branches, one per multi-library vendor contract, can be created if necessary. In PAC, the materials associated with the digital branch are available according to the branch’s resource group membership.</p>
|
||||
<p class="NoteShade"><b>Important:<br></br></b>If you plan to use a digital branch, the branch must be set up in Polaris before you activate the vendor account and start the API Consumer Service.</p>
|
||||
<p>Note that if only one library is involved in the contract, a digital branch is not necessary; all the eContent item records are assigned to that library.</p>
|
||||
<p data-mc-conditions="Primary.Online,Primary.Hidden">See also: <a href="../../Administration/PDorgnizatn/Register_a_branch.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Registering a Branch</span></a></p>
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Prevent or allow downloads of OverDrive eContent on in-house workstations</title>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentPAC/preventOverDrivedwnlds.htm">Open topic with navigation</a>
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<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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<h1><a name="kanchor188"></a>Prevent or allow downloads of OverDrive eContent on in-house workstations</h1>
|
||||
<p>Your library can prevent patrons from downloading OverDrive eContent titles to library workstations or opening checked-out eContent in the browser on a library workstation. If the <b>OverDrive download: Enable on in-house workstations</b> profile is set to <b> No</b> (the default), patrons will not be able to download or open checked-out OverDrive eContent on workstations specified as In-house for the PAC connection library<MadCap:conditionalText data-mc-conditions="Primary.Online"> (see <a href="../../Administration/PDresourc/Identifying_In-House_Computers.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Identifying In-House Computers</span></a>).</MadCap:conditionalText></p>
|
||||
<p>To allow or prevent patrons from accessing and downloading OverDrive integrated eContent on in-house library workstations:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration > Explorer</b> and select the organization (system, library, or branch).</li>
|
||||
<li value="2">Select<b> Profiles </b>under the organization, and select the <b>PowerPAC</b> tab.</li>
|
||||
<li value="3">Select the <b>OverDrive download: Enable on in-house workstations</b> profile and set it to <span style="color: #000000; font-weight: bold;"> Yes </span>to allow patrons to download or open checked-out OverDrive eContent on library workstations, or set it to <b>No</b> (the default) to prevent patrons from downloading or opening checked-out OverDrive eContent on workstations specified as In-house (using the In-House Access Definitions table for the PAC connection library).</li>
|
||||
<li value="4">Select <b>File > Save</b>.</li>
|
||||
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|
||||
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentRecBooks/IntegNewRBdigECont.htm">Open topic with navigation</a>
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<h1>Integrating New RBdigital eContent</h1>
|
||||
<p>When your library purchases new eContent from Recorded Books, the bibliographic records are imported automatically using the import profile selected in the Vendor Account workform. See <a href="SettingUpPolRBDigital.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Importing RBdigital Bibliographic Records</span></a>.</p>
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
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<h1>Integrating Existing RBdigital EContent</h1>
|
||||
<p>When the RBdigital vendor account is activated for the first time, a call goes out to the RBdigital API, which returns all the titles the library currently owns. If the library has multiple vendor accounts, data is returned for each vendor account.</p>
|
||||
<p>The returned data from RBdigital is transformed into a format that can be consumed by the import process. Then, the bibliographic data is imported into Polaris using the predefined import profile, <b>Integrated eContent bibs (without items)</b>, which is specified in the Vendor Account workform.</p>
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|
||||
<h1>Manually Import the RBdigital Collection</h1>
|
||||
<p>You can manually set the import to run during the next overnight process and import any missing records. This process does not affect expired titles.</p>
|
||||
<p>To manually import your RBdigital collection:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Vendor Account workform for Recorded Books.</li>
|
||||
</ol>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Select <b>Tools </b>><b> Import Titles</b> or press <b>CTRL+ALT+T</b>.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The <b>Tools</b> option appears only for RBdigital vendor accounts.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/VendorAcctRBTools_550x280.png" style="width: 550;height: 280;" alt="" />
|
||||
</p>
|
||||
<p class="indent2"><span style="font-weight: normal;">The following message appears:</span><span style="font-size: 10pt;font-weight: bold;"> Warning: This process will review your entire RBdigital collection during overnight processing and import any missing records. Do you want to continue? Ok / Cancel.</span>
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Click <b>Ok</b>. </li>
|
||||
</ol>
|
||||
<p class="indent2">When you manually request an import, the system calls out to RBdigital for the most recent snapshot of the library's titles. The system identifies the records that are in the snapshot but not in the Polaris database, and it creates an import job for those missing records.</p>
|
||||
<p class="indent2">Then, the job is added to the import jobs queue. When the import runs, the records are imported according to the settings in the new import profile. The vendor account linked to the resource entity must match the vendor account importing titles to be considered a match. Duplicate detection is performed by matching the ISBN in the RB digital record to the ISBN in the Resource Entity in Polaris, and only those records not currently in the Polaris database are imported.</p>
|
||||
<p class="indent2">A RBdigital Import Requested transaction is logged. This includes a 300 transaction subtype for the vendor account ID.</p>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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]]></div>
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||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
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|
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|
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|
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|
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|
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|
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+160
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<!DOCTYPE html>
|
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<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Patron Access to RBdigital EContent</title>
|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentRecBooks/PatronAccessRBdigital.htm">Open topic with navigation</a>
|
||||
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|
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|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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|
||||
<h1><a name="kanchor1395"></a>Patron Access to RBdigital EContent</h1>
|
||||
<p>Your patrons can log into the Polaris PowerPAC to search for and access RBdigital eContent titles. Recorded Books requires that all borrowers of its eContent be registered with RBdigital. The Polaris PowerPAC provides a link to the RBdigital registration form.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="#RBdigita" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">RBdigital Registration</span></a>
|
||||
</li>
|
||||
<li><a href="#RBdigita2" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">RBdigital Titles Displayed in the Polaris PowerPAC</span></a>
|
||||
</li>
|
||||
<li><a href="#Checking" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Checking Out RBdigital Titles</span></a>
|
||||
</li>
|
||||
<li><a href="#Requesti" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Requesting RBdigital Titles </span></a>
|
||||
</li>
|
||||
<li><a href="#Checking2" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Checking in RBdigital Titles Before They Expire</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
<h2><a name="RBdigita"></a>RBdigital Registration</h2>
|
||||
<p>To comply with the RBdigital requirement that all borrowers of its eContent be registered, a message in Polaris PowerPAC notifies patrons who have not yet registered that they need to register. When a patron clicks a button to check out or place a request for an RBdigital title, a message appears if the patron is not yet registered with RBdigital. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />To determine whether the patron is registered, the RBdigital API checks the barcode entered when the patron logged into PowerPAC. The registration message appears only when a patron has not registered with RBdigital.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/MsgRegister_400x114.png" style="width: 400;height: 114;" alt="" />
|
||||
</p>
|
||||
<p>The patron clicks <b>Register Now</b> to go to the library's RBdigital site to access the registration form.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/RBRegister_300x234.png" style="width: 300;height: 234;" alt="" />
|
||||
</p>
|
||||
<p>The patron fills out the form and clicks <b>REGISTER</b> to register with RBdigital. The patron is then able to check out or request RBdigital from the Polaris PAC. </p>
|
||||
<p>You can change the text for the Recorded Book messages displayed in the PAC. </p>
|
||||
<h2><a name="RBdigita2"></a>RBdigital Titles Displayed in the Polaris PowerPAC</h2>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />RBdigital titles display in the patron's account in the Polaris Mobile PAC, but the patron cannot take any action on Recorded Books titles from Mobile PAC.</p>
|
||||
<p>RBdigital titles appear in Polaris PowerPAC with the following buttons and banners next to the title:</p>
|
||||
<ul>
|
||||
<li><b>CHECK OUT</b> button - This button appears if the title is owned by the library and is available. When a patron clicks this button, the check out process begins if the patron is registered with RBdigital and has not reached the checkout limit defined by RBdigital for the type of eContent. When a checkout is successful, a new transaction 6103 is logged, indicating the eContent was checked out without an associated item record. In the patron's account, details regarding the checked out eContent for Recorded Books do not include item record fields, and <b>Online</b> appears as the Assigned Branch. See <a href="#Checking">Checking Out RBdigital Titles</a>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RBTitleinPACCheckOut_550x203.png" style="width: 550;height: 203;" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li><b>PLACE HOLD </b>button - This button appears if the title is owned by the library, but it is not available. When the patron clicks this button, the request process begins if the patron is registered with RB digital and has not reached the hold request limit defined in RBdigital for the type of eContent. See <a href="#Requesti">Requesting RBdigital Titles</a>.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RBTitleinPACHold_550x213.png" style="width: 550;height: 213;" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li><b>RESTRICTED</b> - If a resource group has been used to restrict access to the title, but does not have <b>Honor resource groups</b> enabled in Polaris Administration, patrons will see <b>RESTRICTED</b> for titles they do not have access to.</li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RBTitleinPACRestricted_550x194.png" style="width: 550;height: 194;" alt="" />
|
||||
</p>
|
||||
<ul>
|
||||
<li style="mc-hyphenate: never;"><b>ALL COPIES EXPIRED</b> - This appears when all copies owned by the library have expired, but the title has not yet been removed from the catalog. If the library orders new copies, the button is updated once those copies become available. </li>
|
||||
</ul>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RBTitleinPACExpired_550x199.png" style="width: 550;height: 199;" alt="" />
|
||||
</p>
|
||||
<h2><a name="Checking"></a>Checking Out RBdigital Titles</h2>
|
||||
<p>If the RBdigital title is available to the patron who is logged into the Polaris PowerPAC, the <b>CHECK OUT</b> button appears. When the patron clicks the <b>CHECK OUT</b> button, a confirmation message box appears.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/checkOutconfirm1_400x169.png" style="width: 400;height: 169;" alt="" />
|
||||
</p>
|
||||
<p>The patron clicks the <b>Check Out Now</b> button.</p>
|
||||
<p>A message appears indicating the check-out was successful.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/checkOutconfirm_400x146.png" style="width: 400;height: 146;" alt="" />
|
||||
</p>
|
||||
<p>The RBdigital title appears in the patron's Items Out list.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/RBItemsOut_400x121.png" style="width: 400;height: 121;" alt="" />
|
||||
</p>
|
||||
<h2><a name="Requesti"></a>Requesting RBdigital Titles </h2>
|
||||
<p>If the RBdigital title is not available for check-out but the logged-in patron can place a hold request on the title, the <b>PLACE HOLD</b> button appears. The patron clicks the <b>PLACE HOLD</b> button, and a confirmation message box appears.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/requestConfirm_400x179.png" style="width: 400;height: 179;" alt="" />
|
||||
</p>
|
||||
<p>The patron clicks the <b>Place Hold Now</b> button, and a message indicates the hold request was placed.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/requestSucc_400x158.png" style="width: 400;height: 158;" alt="" />
|
||||
</p>
|
||||
<p>The hold request appears in the patron's Requests list.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/RBReques_400x126.png" style="width: 400;height: 126;" alt="" />
|
||||
</p>
|
||||
<h2><a name="Checking2"></a>Checking in RBdigital Titles Before They Expire</h2>
|
||||
<p>From the patron account Items Out list, the patron clicks <b>Check In</b> to check in a Recorded Books title before it expires. </p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/RBItemsOut_400x121.png" style="width: 400;height: 121;" alt="" />
|
||||
</p>
|
||||
<p>A confirmation message box appears, and the patron clicks <b>Check in Now</b>.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/checkInConfirm_400x163.png" style="width: 400;height: 163;" alt="" />
|
||||
</p>
|
||||
<p>A success message appears.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/checkInSucc_400x157.png" style="width: 400;height: 157;" alt="" />
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+90
@@ -0,0 +1,90 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris " data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
|
||||
<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>RBdigital EContent Integration</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
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<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
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<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
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||||
/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentRecBooks/RecordedBooksEContent-934.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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</div>
|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>RBdigital EContent Integration</h1>
|
||||
<p>You can integrate eContent from the Recorded Books service, RBdigital, into Polaris so that patrons can search for, check out, and download these titles from the PAC. </p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The RBdigital integration does not create item records within Polaris because the RBdigital API provides availability as either True or False instead of providing copy counts.</p>
|
||||
<p>The following are required for RBdigital eContent integration:</p>
|
||||
<ul>
|
||||
<li>RBdigital license key - System-only license key with the number of seats corresponding to the number of vendor accounts Innovative needs to create. </li>
|
||||
<li>Access to the RBdigital API - The library's firewall must allow access to api.rbdigital.com over port 443.</li>
|
||||
</ul>
|
||||
<p>If your library is interested in implementing integrated eContent with Recorded Books, contact your library's Innovative Interfaces Site Manager. </p>
|
||||
<p>The Recorded Books API provides nightly deltas of newly added or recently expired titles. The Polaris API Consumer Service uses these deltas to import new titles or identify expired titles during the overnight process. Library staff can periodically check for Recorded Books titles removed from the library's collection. The expired bibliographic records are gathered in a record set entitled <b>RBExpiredTitles_[Date/time]</b>. Your library can purge or retain the records.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="SetUpVendRec.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Creating an RBdigital Integrated Vendor Account</span></a>
|
||||
</li>
|
||||
<li><a href="SettingUpPolRBDigital.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Importing RBdigital Bibliographic Records</span></a>
|
||||
</li>
|
||||
<li><a href="IntegratingExistRBdigital.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Integrating Existing RBdigital EContent</span></a>
|
||||
</li>
|
||||
<li><a href="IntegNewRBdigECont.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Integrating New RBdigital eContent</span></a>
|
||||
</li>
|
||||
<li><a href="PatronAccessRBdigital.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Patron Access to RBdigital EContent</span></a>
|
||||
</li>
|
||||
<li><a href="ManualImport.htm" class="MCXref xref" xrefformat="{color blue}{paratext}{/color}"><span style="color: Blue;" class="mcFormatColor">Manually Import the RBdigital Collection</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+115
@@ -0,0 +1,115 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
|
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<head>
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<meta charset="utf-8" />
|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
||||
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Creating an RBdigital Integrated Vendor Account</title>
|
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<!-- Global site tag (gtag.js) - Google Analytics -->
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<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
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<link href="../../../Skins/Default/Stylesheets/Components/Print.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
||||
<link href="../../../Resources/Stylesheets/BookStyles.css" rel="stylesheet" type="text/css" />
|
||||
<script src="../../../Resources/Scripts/jquery.min.js" type="text/javascript">
|
||||
</script>
|
||||
<script src="../../../Resources/Scripts/purify.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
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</script>
|
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<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
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</script>
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<script>/* <![CDATA[ */
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window.dataLayer = window.dataLayer || [];
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function gtag(){dataLayer.push(arguments);}
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gtag('js', new Date());
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gtag('config', 'G-CFH4DBPHLD');
|
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/* ]]> */</script>
|
||||
</head>
|
||||
<body>
|
||||
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentRecBooks/SetUpVendRec.htm">Open topic with navigation</a>
|
||||
</p>
|
||||
<div class="nocontent">
|
||||
<div class="MCBreadcrumbsBox_0 breadcrumbs" role="navigation" aria-label="Breadcrumbs" data-mc-breadcrumbs-divider=" > " data-mc-breadcrumbs-count="3" data-mc-toc="True"><span class="MCBreadcrumbsPrefix">You are here: </span>
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||||
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|
||||
</div>
|
||||
<div class="content">
|
||||
<div role="main" id="mc-main-content">
|
||||
<h1>Creating an RBdigital Integrated Vendor Account</h1>
|
||||
<p style="font-weight: normal;">The <b>RBdigital (integrated)</b> Vendor node appears in the Polaris Administration Explorer only when your library has a license for RBdigital. RBdigital supports multiple accounts, such as a parent (shared) account and individual child accounts with titles and copies exclusively for patrons registered at specific branches. </p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/Vendor_550x186.png" style="width: 550;height: 186;" alt="" />
|
||||
</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />Your Site Manager will assist you in creating a RBdigital vendor account.</p>
|
||||
<p>To create an RBdigital vendor account:</p>
|
||||
<ol>
|
||||
<li value="1">Select <b>Administration </b>><b> Explorer </b>><b> Vendor</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/AdminExplVendor_600x193.png" style="border-left-style: solid;border-left-width: 0px;border-left-color: #081e3f;border-right-style: solid;border-right-width: 0px;border-right-color: #081e3f;border-top-style: solid;border-top-width: 0px;border-top-color: #081e3f;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: #081e3f;margin-left: 0px;margin-right: 0px;margin-top: 0px;margin-bottom: 0px;width: 600;height: 193;" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="2">Expand the <b>Vendors</b> node to display all the eContent vendors.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/eContVendors.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="3">Right-click <b>RBdigital (integrated)</b>, and select <b>New</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/NewRBdig_600x366.png" style="width: 600;height: 366;" alt="" />
|
||||
</p>
|
||||
<p class="indent2">The Vendor Account workform appears.</p>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/NewVendAcct.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="4">Type the name for the RBdigital account in the <b>Vendor account name</b> box.</li>
|
||||
<li value="5">Type the description for the account in the <b>Vendor account description</b> box.</li>
|
||||
<li value="6">If your library is using a resource group for this vendor account, select it in the <b>Resource group</b> box.</li>
|
||||
<li value="7">Type the URL for the RBdigital icon in the <b>Icon URL</b> box.</li>
|
||||
<li value="8">Type the contract ID in the <b>Vendor contract ID</b> box.</li>
|
||||
<li value="9">Type <b>api.rbdigital.com</b> in the <b>Vendor account server name</b> box.</li>
|
||||
</ol>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The firewall must allow access to api.rbdigital.com over port 443.</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="10">Select <b>Yes</b> in the <b>Vendor account use SSL</b> box.</li>
|
||||
<li value="11">Select <b>Integrated eContent bibs (without items)</b> in the Vendor account import profile ID box.</li>
|
||||
<li value="12">Type the library-specific URL in the <b>Library RBdigital URL</b> box.</li>
|
||||
</ol>
|
||||
<p class="indent2">
|
||||
<img src="../../../Resources/Images/RBdigvendacct.png" alt="" />
|
||||
</p>
|
||||
<ol data-mc-continue="true">
|
||||
<li value="13">Save the Vendor Account workform.</li>
|
||||
</ol>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
|
||||
<div>
|
||||
<p align="center">
|
||||
<script type="text/javascript">/*<![CDATA[*/document.write("<a href='mailto:doccust@iii.com?subject=documentation%20feedback%20(Polaris staff client): "+document.title+"&body=Topic%20reference%20(for%20Innovative%20use%20only):%20"+location.pathname+"%0A%0APlease provide comments, report discrepancies, or suggest improvements for Innovative documentation. Your suggestions and corrections will be emailed to Innovative staff, who review them for future versions of the documentation. Thank you for your feedback.%0A%0APlease do not report technical or software issues here. Authorized staff at your organization should submit a service request for those issues.%0A%0AEnter%20your%20comments%20below:%0A%0A'>Send documentation feedback to Innovative</a>");
|
||||
/*]]>*/</script>
|
||||
</p>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
+89
@@ -0,0 +1,89 @@
|
||||
<!DOCTYPE html>
|
||||
<html xmlns:MadCap="http://www.madcapsoftware.com/Schemas/MadCap.xsd" lang="en-us" xml:lang="en-us" data-mc-search-type="Stem" data-mc-help-system-file-name="Default.xml" data-mc-path-to-help-system="../../../" data-mc-toc-path="EContent Integration with Polaris |[%=System.LinkedTitle%]" data-mc-target-type="WebHelp2" data-mc-runtime-file-type="Topic" data-mc-preload-images="false" data-mc-in-preview-mode="false">
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<head>
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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|
||||
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
|
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<meta http-equiv="Content-Type" content="text/html; charset=utf-8" /><title>Importing RBdigital Bibliographic Records</title>
|
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<h1>Importing RBdigital Bibliographic Records</h1>
|
||||
<p>To enable the import processing that integrates RBdigital eContent with Polaris, the vendor account, and import profile(s) must be set up correctly in Polaris. Your Polaris Site Manager can assist your library with this setup.</p>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />The RBdigital integration does not create item records within Polaris; therefore no item template is necessary.</p>
|
||||
<h2>RBdigital Import Profile</h2>
|
||||
<p style="font-weight: normal;">The <b>Integrated eContent bibs (without items)</b> import profile is used to import RBdigital titles. It is listed when you filter the import profiles by <b>Creator </b>><b> PolarisExec</b>.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/PolarisExecImportProf_550x304.png" style="width: 550;height: 304;" alt="" />
|
||||
</p>
|
||||
<p style="font-weight: normal;">All options set on the Bibliographic Records and Authority Records tabs are the same as those set in the Integrated ebook Bibs import profile, except the Item Records tab, which has no item-creation options selected because no item records will be built. In addition, the record set names defined on the Record Sets tab of the Integrated eContent bibs (without items) import profile begin with eContent instead of EBook.</p>
|
||||
<p class="indent">
|
||||
<img src="../../../Resources/Images/RecSetTab_450x365.png" style="width: 450;height: 365;" alt="" />
|
||||
</p>
|
||||
<h2>RBdigital Import Process</h2>
|
||||
<p> When your library has implemented integrated eContent with RBdigital, the following processes occur:</p>
|
||||
<ul>
|
||||
<li>The Polaris API consumer service overnight process runs and retrieves the data from RBdigital since it last ran.</li>
|
||||
<li>The Polaris API consumer service then submits an automatic import job for processing.</li>
|
||||
<li>The bibliographic records are imported automatically using the import profile selected in the Vendor Account workform. The Integrated eContent bibs (without items) import profile is selected by default.</li>
|
||||
<li>The automatic import job appears in the Import Jobs Queue, and the import report provides details regarding the automatic import.</li>
|
||||
<li>New bibliographic records are saved in the Polaris database.</li>
|
||||
<li>A Resource Entity is created for each 856 tag that contains RBdigital vendor account data. The vendor contract ID is in subfield x of the 856 tag. The Resource Entity appears on the Resources view of the Bibliographic Record workform. </li>
|
||||
<li>The import synchronization occurs once daily during an overnight process.</li>
|
||||
<li>Auto-suggest and facets are updated the following day - PAC auto-suggest and search results facets for these newly imported eContent records are updated after the overnight jobs.</li>
|
||||
</ul>
|
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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|
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||||
<h1><a name="XREF_81769_Convert_a_resource"></a>Converting a Resource Entity to an 856 Tag</h1>
|
||||
<p>To convert a resource entity to a traditional 856 tag.</p>
|
||||
<ol>
|
||||
<li value="1">Open the Bibliographic Record workform for the integrated eContent.</li>
|
||||
<li value="2">Go to the Resources view.</li>
|
||||
<li value="3">Select <b>Revert to MARC tag</b>.</li>
|
||||
</ol>
|
||||
<p class="indent2">The integrated eContent tag is changed to an 856 tag in the bibliographic record, and item records linked to the reverted resource entity are unlinked and deleted. If the eContent item is not currently checked in, the following message appears: <b>You cannot convert this resource entity because copies of the book are currently checked out.</b></p>
|
||||
<h2>Exporting Bibliographic Records with Resource Entities</h2>
|
||||
<p>When you export bibliographic records for integrated eContent from the staff-client or by using SimplyReports and Export Express, the resource entities revert to regular MARC tags in the bibliographic records. Resource entities are also converted to regular 856 MARC tags if another library copies an integrated eContent bibliographic record from your library’s catalog using a Z39.50 search.</p>
|
||||
<h2>Resource Entities Transactions </h2>
|
||||
<p>Transactions are recorded when resource entities are created, modified, reverted, or deleted. The resource entity creator/date, and the resource entity modifier/date are displayed in the Resources view of the Bibliographic Record workform.</p>
|
||||
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|
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|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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<h1>Copying a Bibliographic Record with a Resource Entity</h1>
|
||||
<p>When you select <b>File</b> > <b>New</b> > <b>Copy</b> from the Bibliographic Record workform, the resource entity is not copied to the new record. Instead, the tags are converted to traditional MARC tags in the new record. The resource entity can be created for the new record in another step. </p>
|
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<h1>Deleting a Bibliographic Record with a Resource Entity</h1>
|
||||
<p>Before a bibliographic record that has a resource entity can be deleted, all eContent item records must be deleted. </p>
|
||||
<p>To delete a bibliographic record with a resource entity:</p>
|
||||
<ol>
|
||||
<li value="1">Search for the bibliographic record for the eContent title.</li>
|
||||
<p>You can limit by <b>Vendor Account</b> in the Find Tool.</p>
|
||||
<p>
|
||||
<img alt="FTbibslimitvendres.gif" style="margin-bottom: 0.000pt;border-left-style: solid;border-left-width: 0px;border-left-color: #081e3f;border-right-style: solid;border-right-width: 0px;border-right-color: #081e3f;border-top-style: solid;border-top-width: 0px;border-top-color: #081e3f;border-bottom-style: solid;border-bottom-width: 0px;border-bottom-color: #081e3f;width: 600;height: 368;" id="image1" src="FTVendorAcct_600x368.png" /> </p>
|
||||
<li value="2">Right-click the eContent title listed in the Find Tool results list, and select <b>Links</b> > <b>Item Records</b>.</li>
|
||||
<p>If more than one item record is linked to the eContent bib, a list box appears. If a single item record is linked to the eContent bib, the Item Record workform opens.</p>
|
||||
<li value="3">Delete the linked item record.</li>
|
||||
<li value="4">Right-click the bibliographic record, and select <b>Delete </b>from the menu. </li>
|
||||
<p>When the bibliographic record is deleted, the resource entities remain in the bibliographic record. This allows the resource entity to be restored automatically if the bibliographic record is ever undeleted. </p>
|
||||
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|
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<h1>Deleting a Resource Entity</h1>
|
||||
<p>To delete a resource entity from the Resource view of the Bibliographic Record workform:</p>
|
||||
<ol>
|
||||
<li value="1">Open the Bibliographic Record workform for the integrated eContent.</li>
|
||||
<li value="2">Go to the Resources view.</li>
|
||||
<li value="3">Select <b>Delete</b>.</li>
|
||||
<p>The following message appears: <b>This action completely removes the resource entity and the 856 tag from the record, and it removes any linked eContent item records. It cannot be restored.</b> </p>
|
||||
<li value="4">Select <b>OK</b> to remove the resource entity.</li>
|
||||
<p>Any eContent items linked to the resource entity are also deleted except if the item circulation status is other than <b>In</b> or the <b>Retain deleted item records profile</b> is set to <b>Yes. </b>If any linked eContent item records have a circulation status other than <b>In</b>, the following message appears: <b>You cannot delete this resource entity because copies of the book are currently checked out</b>. If the <b>Retain deleted item records </b>profile is set to <b>Yes</b>, the item is marked for deletion and later purged following the same purge process as other types of item records.</p>
|
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<h1><a name="XREF_33287_Resource_Entities"></a>Resource Entities</h1>
|
||||
<p><a name="kanchor4221"></a><a name="IX_described_35"></a><a name="kanchor4222"></a><a name="IX_resource_entity_view"></a><a name="kanchor4223"></a><a name="IX_described_34"></a>A resource entity on a bibliographic record is a group of fields that collectively identifies the eContent vendor, the library’s account with the vendor, and the specific electronic resource in the vendor’s repository. For eContent provided by an integrated vendor, resource entities are used to integrate eContent with Polaris circulation. They can also be used to restrict access to eContent for either integrated or non-integrated vendors. See <a href="../EContentNON/Non-Integrated_EContent_in_Polaris.htm#XREF_27666_Non_Integrated">Non-Integrated EContent in Polaris</a>.</p>
|
||||
<p>When an integrated eContent vendor’s bibliographic records are imported in Polaris, a resource entity is automatically created for each 856 tag containing data that identifies the vendor account and links to the electronic resource in the vendor’s repository. The 856 tag for the integrated eContent vendor must have a first indicator (access method) of 4 (HTTP) and a second indicator of 0 (resource) in order to create the resource entity. Other 856 tags with a second indicator of 2 (related resource) may be present, but are not required to create the resource entity. </p>
|
||||
<p>If a bibliographic record has a resource entity associated with it, the Resources view of the Bibliographic workform displays the resource entity information. </p>
|
||||
<p class="indent2">
|
||||
<img alt="resentAxis.gif" style="margin-bottom: 0.000pt;width: 600;height: 388;" id="image0" src="../../../Resources/Images/BibResourcEntity_600x388.png" /> </p>
|
||||
<p>The Resource Entity view of the Bibliographic Records workform displays the following information: </p>
|
||||
<ul type="disc">
|
||||
<li>The vendor’s name</li>
|
||||
<li><b>Vendor Account Name</b> - Identifies the account associated with the vendor.</li>
|
||||
<li><b>Active (Yes/No)</b> - Vendor account’s status</li>
|
||||
<li><b>Resource Group</b> - (optional) This is the name of the Resource Group, which is derived from the Vendor Account. The Resource Group cannot be modified from this view; you must change it in the Vendor Account.</li>
|
||||
<li><b>Imported MARC data</b> - The 856 tag for the electronic resource, which includes the object identifier and the vendor’s contract ID (if available).</li>
|
||||
<li><b>Object Identifier</b> - The eContent vendor’s unique ID that identifies the electronic resource in the vendor’s repository.</li>
|
||||
<li><b>URL</b> - The URL to the eContent in the vendor’s repository.</li>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>Currently, the link text and public note do not display in Mobile PAC for an integrated eContent vendor.</p>
|
||||
<li><b>Link Text</b> - You can change the link text. The link text and public note appear in the PAC in the tooltip associated with the vendor logo. If the link text is not defined for the resource entity, a default text string identifies the eContent vendor.<b> </b></li>
|
||||
<li><b>Cover Image URL </b>- The link to the cover image.</li>
|
||||
<li><b>Public Note</b> - You can enter a public note that appears in the tooltip next to the vendor logo. The public note displays on a separate line in the tooltip, prefixed with the label<b> Note:</b>.</li>
|
||||
<li><b>Non-Public Note </b>- You can enter a non-public note for staff members.</li>
|
||||
<li><b>Creator</b> - <b>PolarisExec </b>indicates the resource entity was created automatically.</li>
|
||||
<li><b>Creation Date</b> - The date and time when the resource entity was created automatically.</li>
|
||||
</ul>
|
||||
<p>A submenu in the right portion of the Resources view includes the following options:</p>
|
||||
<ul type="disc">
|
||||
<li><b>Linked Item Record</b> - Links to electronic (eContent) items associated with this resource entity. The eContent checkbox is checked on the Item Record workform.</li>
|
||||
<li><b>Open Vendor Account</b> - Links to the Vendor Account workform for the resource entity (option available only if user has <b>Vendor Account: Access</b> permission)</li>
|
||||
<li><b>Revert to MARC tag </b>- Changes the resource entity to an 856 tag. See <span class="FM_Hyperlink">Convert a resource entity to an 856 tag</span></li>
|
||||
<li><b>Delete Resource Entity</b> - Deletes the resource entity from the bibliographic record.</li>
|
||||
<p class="NoteShade"><b>Note:<br /></b>A single bibliographic record cannot contain resource entities for both integrated and non-integrated eContent.</p>
|
||||
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|
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<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../Default.htm#PolarisStaffHelp/EContent Integration/Implementing_EContent_Integration.htm">Open topic with navigation</a>
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<h1><a name="XREF_15642_Implementing"></a>Integration with Polaris and eContent Vendors</h1>
|
||||
<p>Libraries can implement integration between Polaris and the following eContent vendor applications: </p>
|
||||
<ul>
|
||||
<li>cloudLibrary from Bibliotheca </li>
|
||||
<li>Axis 360 from Baker & Taylor </li>
|
||||
<li> OverDrive from Rakuten OverDrive</li>
|
||||
<li> RBdigital from Recorded Books. </li>
|
||||
</ul>
|
||||
<p>After a library subscribes to one of these eContent applications and configures Polaris to enable the integration, patrons can search for, place holds on, and check out a vendor's eContent directly from the PAC. </p>
|
||||
<p>For eContent integration where item records are created as part of the import process, the associated circulation processing and tracking for integrated eContent occurs in Polaris. For RBdigital integration where no item records are created in Polaris, checkouts from the PAC are logged, but not checkouts from the RBdigital application. Although Polaris logs statistics, the eContent vendor is the source of the most accurate and timely circulation data.</p>
|
||||
<p><a name="kanchor1429"></a><a name="IX_authentication"></a><a name="kanchor1430"></a><a name="IX_eContent_vendors"></a>The eContent products cloudLibrary and Axis 360 use Polaris API (PAPI) authentication, defined in Patron initiated circulation rules. For these vendors, Polaris requires an SSL certificate for PAPI server security. OverDrive and RBdigital use SIP authentication, defined in Polaris SIP authentication rules. Since authentication takes place via SIP and not PAPI, SSL is not required. </p>
|
||||
<p class="NoteShade"><b>Note:</b> Your library can choose to configure Axis 360 to use SIP authentication instead of PAPI.</p>
|
||||
<p>When an integrated eContent vendor’s bibliographic records are imported in Polaris, a resource entity is automatically created for each 856 tag. A resource entity is a group of fields that collectively identifies the eContent vendor, the library’s account with the vendor, and the specific electronic resource in the vendor’s repository. </p>
|
||||
<p><a name="kanchor1431"></a><a name="IX_required_licenses"></a><a name="kanchor1432"></a><a name="IX_eContent_integration"></a><a name="kanchor1433"></a><a name="IX_required_components"></a>The following components are required for implementing eContent integration with Polaris:</p>
|
||||
<ul>
|
||||
<li>Subscription to the eContent service - The library contracts with the eContent vendor for a subscription to the eContent service.</li>
|
||||
<li>Polaris Integrated eContent license - The library obtains a single integrated eContent license that covers Polaris PowerPAC, Polaris Mobile PAC, and Polaris PowerPAC Children’s Edition.</li>
|
||||
<li>Polaris API (PAPI) license - (Only required for cloudLibrary) Only one Polaris API license is required for each Polaris installation, regardless of the number of vendor contracts. If the library already has a license for the Polaris API, no additional API fee is required. </li>
|
||||
<li>Automatic import item template - The library sets up the item template that is used to create item records if the vendor integration creates item records. The template is selected in the Vendor Account record if the import process creates item records. The name must begin with<span> </span><b>Ebook automatic import </b>(case does not matter, and <b>e-book</b> is also accepted). This template is used for any eContent items, including audio ebooks.</li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Tip:<br /></b>The integrated vendor record is visible in Polaris Administration only if the library has a license for that vendor.</p>
|
||||
<ul>
|
||||
<li>Vendor Account - The library staff, with the assistance of their Polaris site manager, sets up the integrated vendor account record under the vendor record in Polaris Administration. The vendor account is used to create resource entities for the eContent bibliographic records and eContent item records in Polaris (if item records are created). If the library is using resource groups, the vendor account is also linked to the resource group. </li>
|
||||
<li>Integrated EContent Import Profiles - Polaris provides a read-only <b>Integrated ebook Bibs </b>import profile that can be renamed and modified. For RBdigital, the import profile is named <b>Integrated eContent bibs (without items)</b>. Your library may want to set up multiple import profiles for different tasks. Your Polaris Site Manager can assist you with creating import profiles. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Important:<br /></b>For OverDrive and cloudLibrary, newly-purchased eContent records are imported automatically using the import profile selected in the Vendor Account workform. Newly-purchased RBdigital titles are automatically imported as part of the overnight sync processes. Your library can copy and rename the <b>Integrated ebook Bibs</b> profile, but the renamed profile must be selected in the Vendor Account workform. </p>
|
||||
<p>Your library may also implement the following optional Polaris records and settings:</p>
|
||||
<ul>
|
||||
<li>Polaris Digital Branch - If multiple libraries in your system use the same vendor account (contract), Polaris recommends that you set up a digital branch to represent the account. You can set up multiple digital branches, one per multi-library vendor contract, if necessary. Or, you can set up a single digital branch and associate multiple eContent vendors’ materials with this branch. During import processing, the item records are created with the digital branch as the assigned branch. In the PAC, materials associated with the digital branch are available according to the branch’s resource group membership. If only one library is involved in the contract, a digital branch is not needed. All the eContent item records are assigned to that library. </li>
|
||||
<li>Resource Groups - The library can set up resource groups for library organizations that allow their patrons to access the eContent. </li>
|
||||
<li>Patron Services Administration - The library can set Patron Services parameters and profiles to manage patron initiated circulation of eContent from the PAC (PowerPAC and Mobile PAC):</li>
|
||||
</ul>
|
||||
<blockquote>
|
||||
<ul>
|
||||
<li><b>Patron initiated circulation: Transaction branch</b> profile - You can change the transaction branch setting from Patron’s branch (the default) to Item’s branch in the Patron Services profile to track eContent circulation transactions from the PAC separately from check outs and holds for physical items. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="EContentPAC/Setting_up_a_digital-branch.htm">Set the loaning branch for eContent circulations</a>.</MadCap:conditionalText></li>
|
||||
<li><b>Check-out: Require format selection when checking out integrated eContent</b> parameter - When this parameter is set to <b>Yes</b> for the library organization the patron is connected to in the PAC, the patron must select the format when checking out eContent titles. <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden">See <a href="EContentPAC/Setting_up_a_digital-branch.htm">Require format for integrated eContent check outs in PAC</a>.</MadCap:conditionalText></li>
|
||||
</ul>
|
||||
</blockquote>
|
||||
<ul>
|
||||
<li>PAC Administration - The library can set the<b> Item availability: Suppress for integrated econtent titles</b> PAC profile to suppress detailed item availability information for integrated eContent. See <MadCap:conditionalText data-mc-conditions="Primary.Online,Primary.Hidden"> <a href="../Public_Access_Admin/PDOresults/suppressPACavail.htm">Suppress EContent Availability Display in PAC</a></MadCap:conditionalText>.</li>
|
||||
<li>OverDrive Advantage Vendor Information - If your library has OverDrive Advantage, you can control access to the Advantage eContent using a setting in the vendor record. See <a href="EContentOverDr/Create_an_OverDrive_integrated_vendor_account.htm#XREF_72698_Create_an">Create an OverDrive integrated vendor account</a>.</li>
|
||||
<li>Preferred Vendor Accounts Policy Table - This policy table is used for libraries using the cloudLibrary eContent service that also use Bibliotheca's cloudLink groups to share resources. </li>
|
||||
</ul>
|
||||
<p class="NoteShade"><b>Note:</b>
|
||||
<br />By default, integrated eContent titles are not included in patron notices. Polaris administrators can change this setting on the Reminder tab of the Notification options dialog box. See <a href="../Patron_Services_Admin/PDPnotices/Set_up_e-mail_reminder_notices.htm" class="MCXref xref" data-mc-conditions="Primary.Online,Primary.Hidden"><span style="color: Blue;" class="mcFormatColor">Setting Up E-mail Reminder Notices</span></a>.</p>
|
||||
<p>See also:</p>
|
||||
<ul>
|
||||
<li><a href="EContentPAC/Setting_up_a_digital-branch.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Setting Up a Digital Branch for Integrated EContent</span></a>
|
||||
</li>
|
||||
<li><a href="EContentResEnt/Resource_Entities.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Resource Entities</span></a>
|
||||
</li>
|
||||
<li><a href="EContentAxis360/Axis_360_EContent_Integration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Axis 360 EContent Integration</span></a>
|
||||
</li>
|
||||
<li><a href="EContentOverDr/OverDrive_EContent_Integration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">OverDrive EContent Integration</span></a>
|
||||
</li>
|
||||
<li><a href="EContentCloudLib/3M_EContent_Integration.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">cloudLibrary eContent Integration</span></a>
|
||||
</li>
|
||||
<li><a href="EContentRecBooks/RecordedBooksEContent-934.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">RBdigital EContent Integration</span></a>
|
||||
</li>
|
||||
<li><a href="EContentAppStaff/EContent_in_the_Polaris_Staff_Client.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">EContent in the Polaris Staff Client</span></a>
|
||||
</li>
|
||||
<li><a href="EContentConsServ/Polaris_API_Consumer_Service.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Polaris API Consumer Services</span></a>
|
||||
</li>
|
||||
<li><a href="EContentAppSusVen/Suspend_and_Reactivate_an_Integrated_Vendor_Account.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Suspending and Reactivating an Integrated Vendor Account</span></a>
|
||||
</li>
|
||||
<li><a href="EContentNON/Non-Integrated_EContent_in_Polaris.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Non-Integrated EContent in Polaris</span></a>
|
||||
</li>
|
||||
<li data-mc-conditions="Primary.Hidden,Primary.Online"><a href="EContentPAC/Managing_EContent_in_the_PAC.htm" class="MCXref xref"><span style="color: Blue;" class="mcFormatColor">Managing Integrated EContent in the PAC</span></a>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
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|
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<div id="copyright"><a href="../../FrontMatter/LegalNotices.htm">© 2024 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">7.6</span></div>
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