Encore 4.4 with OverDrive Integration Barb Jarvis, Cook Memorial Public Library District Steve Heser, Milwaukee County Federated Library System The good: Loved 3M integration Overdrive is quite popular The bad: Didnt know we needed to give
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Presentation Transcript
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Encore 4.4 with OverDrive Integration Barb Jarvis, Cook Memorial Public Library District
Steve Heser, Milwaukee County Federated Library System<br>
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The good:
Loved 3M integration
Overdrive is quite popular
The bad:
Didn’t know we needed to give OverDrive a list of all our patron record numbers and associated barcode numbers
Took about a week for everything to settle in
Checkouts are not as smooth as 3M (formats)
Hold counts are wrong? OverDrive Integration WILIUG Fall, 2014<br>
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Add an 037 MARC field with vendor record identifier in subfield a and the standardized vendor name in subfield b.
Working with Overdrive, use the Innovative Patron API for authentication and do a ‘card merge’
Upgrade to Encore 4.4
Flick the switch to start checking out OverDrive titles through Encore OverDrive Integration What you need to do WILIUG Fall, 2014<br>
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WILIUG Fall, 2014 Needed to add MARC tag 037 to bib records
What we started with:
Desired ending:
What we snagged: OverDrive Integration<br>
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WILIUG Fall, 2014 #1 Delete any existing MARC 037 OverDrive Integration<br>
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WILIUG Fall, 2014 #2 Copy existing MARC 856 to [new] 037 OverDrive Integration<br>
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WILIUG Fall, 2014 #3 Replace all LHS junk (URL) with |a
|uhttp://www.mymediamall.net/ContentDetails.htm?ID= OverDrive Integration<br>
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WILIUG Fall, 2014 #4 Delete RHS for eAudiobook (replace with nothing)
|zAn OverDrive eAudiobook accessible through MyMediaMall.net via a home computer or compatible device. Click here to see more details. OverDrive Integration<br>
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WILIUG Fall, 2014 #5 Delete RHS for eBook (replace with nothing)
|zAn OverDrive eBook accessible through MyMediaMall.net via a home computer or compatible device. Click here to see more details. OverDrive Integration<br>
Innovative requires that you contact OverDrive to enable the Patron API for your connection and complete a process that they call a ‘card merge’
Card merge
Innovative requires that your OverDrive account uses Patron API for authentication.
Those libraries using SIP2 will need to convert their authentication to use Patron API with OverDrive
Libraries will also need to convert the primary key for the patron OverDrive record to use patron record number rather than patron barcode
OverDrive required a csv file with patron record numbers and accompanying barcodes (scary!) to make the change OverDrive Integration<br>
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Encore Upgrade to version 4.4
Requirements
Library must be on Encore 4.2 or Encore ES (4.3)
Your library must be running Millennium 2011 1.3 or a later release or Sierra 1.2_3 or a later release.
Requires a backup within the last 24 hours.
If you are moving from Encore 4.2 to 4.4, you need to determine what Patron Page functions to offer your Encore users. OverDrive Integration<br>
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Other Enhancements
ChiliFresh Ratings and Reviews Integration
Custom Header
Custom Facets
Customizable Messages
Improved EDS merging
Additional EBSCO EDS Advanced Search Options
EBSCO EDS Facet Sorting
Call Number Browse
Syndetics Image Cascading
Full MARC Record View OverDrive Integration<br>
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Prep stage – Encore server downloads files and sets up new software in a staging area.
Both CMPLD and MCFLS couldn’t complete the prep phase without intervention from Innovative
New directories had to be created causing problems with prep phase completing
Commit phase—Encore moves the files from staging to live
Approximately 15 minutes of downtime, possibly shorter. OverDrive Integration<br>
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The aftermath
Everything went smoothly for the catalog – YAY!
I had to spend a few hours working on our custom javascript and Novelist Select-BOO! OverDrive Integration<br>
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Flicking the switch and going live
Live demo time
Feedback from staff and public
Help documentation OverDrive Integration<br>
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Jason Boland, Innovative trainer WILIUG 2011 WILIUG Fall, 2014<br>
