Non-Integrated EContent in Polaris

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.

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.

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.

The fields in the Vendor Account workform contain the following information for a non-integrated vendor:

• The vendor account ID, and the MARC tag/subfield where the account ID is found.
• 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.
• The tag where the URL and link text are found, and the subfields for the URL and the text.
• The subfields where the vendor’s public note and non-public note are found.

To implement eContent processing for a non-integrated eContent vendor, the library and Innovative Interfaces do the following:

• Polaris provides the non-integrated eContent vendor records. The Vendor option is available under Administration > Explorer > Vendor.

 

The available Vendor records are displayed under the expanded Vendors node.

 

• 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 File > New > Resource Group from the Polaris Shortcut Bar. Select the branches that belong to this resource group. Manage patron access to eContent using resource groups.
• The library sets up a non-integrated vendor account under the OverDrive (non-integrated) or Generic (non-integrated) vendor record. Non-integrated vendor accounts are used to limit access to eContent for a vendor that does not integrate with Polaris Circulation. See Create a non-integrated eContent vendor account.
• The library imports the eContent from the non-integrated eContent vendor using an import profile with the non-integrated vendor’s account selected.
• 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 Bulk-Creating Resource Entities. Resource entities can also be created for single records from the Bibliographic Record workform. See Creating a Resource Entity from the Bibliographic Record Workform.