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<h1><a name="XREF_44737_Bulk_create"></a>Bulk-Creating Resource Entities</h1>
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<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>
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<p>To use the Bibliographic Bulk Change dialog box to bulk-create resource entities from existing 856 (or other) tags:</p>
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<ol>
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<li value="1">Open the bibliographic record set containing the records for which you want to create resource entities.</li>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="2">Select <b>Tools, Bulk Change</b>.</li>
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</ol>
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<p class="indent2">The Bibliographic Bulk Change dialog box appears with the non-MARC tabbed page displayed.</p>
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<ol data-mc-continue="true">
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<li value="3">Select the <b>Create resource entities </b>checkbox, and select the vendor account in the <b>Vendor account</b> box.</li>
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</ol>
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<p class="indent2">
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<img alt="bulkresent.gif" style="margin-bottom: 0.000pt;width: 312;height: 356;" id="image5" src="../../../Resources/Images/BulkChgBibsResEnt_312x356.png" /> </p>
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<ol data-mc-continue="true">
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<li value="4">Click <b>OK</b>.</li>
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</ol>
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<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>
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<h2>Bibliographic Bulk Change Report</h2>
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<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>
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<ul type="disc">
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<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>
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<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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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</span></div>
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<h1><a name="XREF_21368_Create_a_non"></a>Creating a Non-Integrated eContent Vendor Account</h1>
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<p>To create a non-integrated eContent vendor account:</p>
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<ol>
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<li value="1">Select the <b>Vendor </b>node in the Administration Explorer.</li>
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<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>
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</ol>
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<p class="indent2">The Vendor Account workform for the non-integrated eContent vendor opens.</p>
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<p class="indent2">
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<img alt="vendorNon.gif" style="margin-bottom: 0.000pt;width: 600;height: 448;" id="image2" src="../../../Resources/Images/Non-IntegrVendAcct_600x448.png" /> </p>
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<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>
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<ol data-mc-continue="true">
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<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>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<li value="4">To limit patron access, select the resource group from the <b>Resource group</b> drop-down list box. </li>
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</ol>
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<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>
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<ol data-mc-continue="true">
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<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>
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<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>
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<li value="7">In the Vendor account settings, enter the following information:</li>
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</ol>
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<p class="NoteShade"><b>Note: <br /></b>If you are creating a vendor account for OverDrive, some recommended account settings are pre-filled.</p>
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<blockquote>
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<ul type="disc">
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<li><b>Vendor account identifier value -</b> (required) Identifies the vendor’s account.</li>
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<li><b>Vendor account identifier tag number - </b>(required) Identifies the bib tag where the vendor account ID is located.</li>
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<li><b>Vendor account identifier subfield - </b>(required) Identifies the bib tag subfield where the vendor account identifier is found.</li>
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<li><b>Vendor object identifier tag number</b> - (required) Identifies the tag where the eContent object identifier is found.</li>
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<li><b>Vendor object identifier subfield </b>- (required) Identifies the tag subfield where the eContent object identifier is found. </li>
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<li><b>Vendor object identifier start value </b>- Specifies where the string that identifies the eContent object starts.</li>
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<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>
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</ul>
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</blockquote>
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<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>
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<blockquote>
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<ul type="disc">
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<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>
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<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>
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<li><b>Vendor account URL subfield </b>(required) <b>- </b>Identifies the subfield where the URL is located.</li>
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<li><b>Vendor account link text subfield</b> (required) <b>- </b>Identifies the subfield where the link text is located. </li>
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<li><b>Vendor account public note subfield </b>- Identifies the subfield for the public note.</li>
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<li><b>Vendor account nonpublic note subfield </b>- Identifies the non-public note subfield.</li>
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</ul>
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</blockquote>
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<ol start="8">
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<li value="8">Save the Vendor Account workform for the non-integrated vendor account.</li>
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</ol>
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<h2><a name="TOC_Resources_Entities_for"></a><a name="kanchor2558"></a><a name="IX_non_integrated_ebook_bibs"></a><a name="XREF_37768_Resources_Entities"></a>Resources Entities for Non-Integrated EContent Vendors</h2>
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<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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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
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<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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|
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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>
|
||||
</ol>
|
||||
</div>
|
||||
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|
||||
<div id="footer">
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<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 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">8.0</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 " 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>Non-Integrated EContent in Polaris</title>
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|
||||
<body>
|
||||
<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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|
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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>
|
||||
</div>
|
||||
</div>
|
||||
<div id="footer">
|
||||
<div id="copyright"><a href="../../../FrontMatter/LegalNotices.htm">© 2025 Innovative (Part of Clarivate)</a><![CDATA[
|
||||
]]></div>
|
||||
<div>Polaris Version <span class="mc-variable III_Variables.VersionNumber variable">8.0</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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|
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Reference in New Issue
Block a user