Setting Up the eContent Item Templates for cloudLibrary

The Ebook automatic import 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.

To set up the item template to associate with the vendor account:

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

The Item Template workform opens.

  1. Type Ebook automatic import or E-book automatic import in the Name box. Case does not matter, and other words can follow this string, but the name must begin with Ebook automatic import.
  1. Select the branch that owns the template in the Template owner box.
  2. In the Assigned box, select the branch for the eContent items that will be created using this template. If a resource group is selected in the Vendor Account, the Assigned branch selected in the item template must belong to the resource group.
  3. In the Circulation status box, select In.

Note:
The Fine code and Renewal limit fields are required to save the item template, but they are ignored in eContent item circulation processing.

  1. Select the Fine code and Renewal limit.
  2. Select File > Save to save the template.