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Encore 4.4 with OverDrive Integration

Encore 4.4 with OverDrive Integration. Barb Jarvis, Cook Memorial Public Library District Steve Heser , Milwaukee County Federated Library System. OverDrive Integration. The good: Loved 3M integration Overdrive is quite popular The bad:

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Encore 4.4 with OverDrive Integration

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  1. Encore 4.4with OverDrive Integration Barb Jarvis, Cook Memorial Public Library District Steve Heser, Milwaukee County Federated Library System

  2. OverDrive Integration • 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? WILIUG Fall, 2014

  3. OverDrive IntegrationWhat you need to do • 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 WILIUG Fall, 2014

  4. OverDrive Integration Needed to add MARC tag 037 to bib records What we started with: Desired ending: What we snagged: WILIUG Fall, 2014

  5. OverDrive Integration #1 Delete any existing MARC 037 WILIUG Fall, 2014

  6. OverDrive Integration #2 Copy existing MARC 856 to [new] 037 WILIUG Fall, 2014

  7. OverDrive Integration #3 Replace all LHS junk (URL) with |a |uhttp://www.mymediamall.net/ContentDetails.htm?ID= WILIUG Fall, 2014

  8. OverDrive Integration #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. WILIUG Fall, 2014

  9. OverDrive Integration #5 Delete RHS for eBook(replace with nothing) |zAnOverDrive eBook accessible through MyMediaMall.net via a home computer or compatible device. Click here to see more details. WILIUG Fall, 2014

  10. OverDrive Integration #6 Add |bOverdrive WILIUG Fall, 2014

  11. OverDrive Integration Voila! WILIUG Fall, 2014

  12. OverDrive Integration • 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 • OverDriverequired a csv file with patron record numbers and accompanying barcodes (scary!) to make the change

  13. OverDrive Integration • 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.

  14. OverDrive Integration • Other Enhancements • ChiliFreshRatings 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 • SyndeticsImage Cascading • Full MARC Record View

  15. OverDrive Integration • 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.

  16. OverDrive Integration • 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!

  17. OverDrive Integration • Flicking the switch and going live • Live demo time • Feedback from staff and public • Help documentation

  18. Jason Boland, Innovative trainer WILIUG Fall, 2014 WILIUG 2011

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