93 lines
8.1 KiB
HTML
93 lines
8.1 KiB
HTML
<!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">
|
|
<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>Setting Up the Preferred Vendor Accounts Policy Table</title>
|
|
<!-- Global site tag (gtag.js) - Google Analytics -->
|
|
<link href="../../../Skins/Default/Stylesheets/Slideshow.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/TextEffects.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Topic.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Styles.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Tablet.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<link href="../../../Skins/Default/Stylesheets/Components/Mobile.css" rel="stylesheet" type="text/css" data-mc-generated="True" />
|
|
<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>
|
|
<script src="../../../Resources/Scripts/require.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/require.config.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/foundation.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/plugins.min.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script src="../../../Resources/Scripts/MadCapAll.js" type="text/javascript" defer="defer">
|
|
</script>
|
|
<script async="" src="https://www.googletagmanager.com/gtag/js?id=G-CFH4DBPHLD">
|
|
</script>
|
|
<script>/* <![CDATA[ */
|
|
window.dataLayer = window.dataLayer || [];
|
|
function gtag(){dataLayer.push(arguments);}
|
|
gtag('js', new Date());
|
|
|
|
gtag('config', 'G-CFH4DBPHLD');
|
|
/* ]]> */</script>
|
|
</head>
|
|
<body>
|
|
<p class="MCWebHelpFramesetLink MCWebHelpFramesetLinkTop"><a href="../../../Default.htm#PolarisStaffHelp/EContent Integration/EContentCloudLib/SetUpPrefVendAcctCloudLink.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>
|
|
</div>
|
|
</div>
|
|
<div class="content">
|
|
<div role="main" id="mc-main-content">
|
|
<h1><a name="kanchor2797"></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>
|
|
</div>
|
|
</div>
|
|
<table style="border-spacing: 3px 3px;border-left-width: 0;border-right-width: 0;border-top-style: solid;border-top-width: 1pt;border-top-color: #000000;border-bottom-style: solid;border-bottom-width: 1pt;border-bottom-color: #000000;margin-left: 0;margin-right: auto;width: 100%;">
|
|
<col style="width: 50%;" />
|
|
<col style="width: 50%;" />
|
|
<tbody>
|
|
<tr>
|
|
<td><span class="mc-variable III_Variables.Prod_Polaris variable">Polaris</span> Version <span class="mc-variable III_Variables.VersionNumber variable">7.2</span></td>
|
|
<td colspan="2" style="text-align: right;"> <a href="../../../FrontMatter/LegalNotices.htm"><span class="mc-variable III_Variables.Copyright_Date variable">© 2022</span> <span class="mc-variable III_Variables.CoName_Long variable">Innovative (Part of Clarivate)</span></a></td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
<table style="width: 100%;">
|
|
<col />
|
|
<tbody>
|
|
<tr>
|
|
<td colspan="3" style="text-align: center;"> <a href="mailto:doccust@iii.com?subject=Documentation Feedback for Polaris Staff Client Online Help" title="Send feedback to Innovative" alt="Send documentation feedback"><span style="color: #000000;">Send documentation feedback to </span><span class="mc-variable III_Variables.CoName_Short variable">Innovative Interfaces®</span></a></td>
|
|
</tr>
|
|
</tbody>
|
|
</table>
|
|
</body>
|
|
</html> |