Creating an OverDrive Integrated Vendor Account

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.

To create an integrated vendor account for OverDrive.

Note:
Vendor account permissions are not organization-specific, and users in the Admin group are granted these permissions: Vendor Account: Access, Create, Modify, Delete.

Tip:
You cannot create a new Vendor Account by selecting File > New from the Polaris Shortcut Bar.

1. Select Administration > Explorer > System > Vendor.

2. Expand the Vendors list, and select the integrated OverDrive vendor.

The Vendor information appears in the right tab.

 

The Integrated circulation vendor read-only box is checked.

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:

• Show availability and hold counts for shared copies only - 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.
• Show availability and holds counts for a specific Advantage account - 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.

3. Right-click the Overdrive, Inc. (integrated) Vendor node, and select New.

 

The Vendor Account workform opens with OverDrive Inc. (integrated) in the Vendor name box.

 

4. View the system-supplied fields and enter information in the editable fields:

Note:
Required fields have bold labels.

• Vendor name - OverDrive Inc. (integrated) System-supplied; read-only
• Integrated circulation vendor - This checkbox is automatically checked.
• Vendor account name - (required) The library supplies a unique name to identify the account.
• Active - 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.
• Vendor account description (optional) - The library can add a description for the vendor account.
• Resource group (optional) - The library can select a resource group to limit access to the eContent by branch. See Manage patron access to eContent using resource groups.
• Icon URL (optional) - The library can specify a URL location for the icon that represents the eContent vendor.
• OverDrive library ID - The ID identifying the library’s account with OverDrive.
• Vendor account access ID - The library’s access ID for the eContent vendor account.
• Vendor account access key - The library’s access key for the eContent vendor account.
• Vendor account base path - The URL path to the library’s resources at eContent vendor.
• Vendor account server name - The vendor account server name.
• Vendor account use SSL - The library selects Yes or No to indicate whether Secure Socket Layer is used.
• Vendor account import profile ID - Identifies the import profile set up to enable the automatic import and integration. The PolarisExec Integrated ebook Bibs import profile is selected by default.
• Vendor account item template ID - The library creates the item template used during the API-driven processes. The item template name must begin with Ebook automatic import or E-book automatic import.

Tips
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.

• Library OAuth URL - The URL is used to grant the Polaris ILS an access token to access the OverDrive API.
• Patron OAuth URL - The URL is used to grant the Polaris ILS an access token for patron circulations.
• Patron API URL - The URL used to perform circulation functions.
• Library web-site ID - The web site ID used by OverDrive to identify the library’s collection for circulation purposes.
• Default URL link text - Identifies the URL link text and is also used as hover text for the vendor icon.
• ILS name - Identifies the ILS.
• OverDrive Advantage Account ID - This field is required only for OverDrive Advantage accounts.

5. Save the Vendor Account workform.
6. Click the Test Connection button to test the API settings in the vendor account and ensure that a connection is made to the vendor’s service (OverDrive API).

If the test is successful, a message confirms that the connection was made. If a connection problem is encountered, a message appears.

7. Ask your Polaris representative to activate the vendor account.

This starts the API consumer service. To check the status of the service, see Check the status of the Polaris API consumer service.

Important:
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 Temporarily Unavailable button. Polaris Hosted customers should contact Polaris Customer Support to perform an IIS reset.