Encore 4 4 with Over Drive Integration Barb

Encore 4. 4 with Over. Drive Integration Barb Jarvis, Cook Memorial Public Library District Steve Heser, Milwaukee County Federated Library System

Over. Drive Integration � The good: � The bad: ◦ Loved 3 M integration ◦ Overdrive is quite popular ◦ Didn’t know we needed to give Over. Drive 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 3 M (formats) ◦ Hold counts are wrong? WILIUG Fall, 2014

Over. Drive Integration What 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 Over. Drive titles through Encore WILIUG Fall, 2014

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

Over. Drive Integration #1 Delete any existing MARC 037 WILIUG Fall, 2014

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

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

Over. Drive Integration #4 Delete RHS for e. Audiobook (replace with nothing) |z. An Over. Drive e. Audiobook accessible through My. Media. Mall. net via a home computer or compatible device. Click here to see more details. WILIUG Fall, 2014

Over. Drive Integration #5 Delete RHS for e. Book (replace with nothing) |z. An Over. Drive e. Book accessible through My. Media. Mall. net via a home computer or compatible device. Click here to see more details. WILIUG Fall, 2014

Over. Drive Integration #6 Add |b. Overdrive WILIUG Fall, 2014

Over. Drive Integration Voila! WILIUG Fall, 2014

Over. Drive Integration � � Innovative requires that you contact Over. Drive to enable the Patron API for your connection and complete a process that they call a ‘card merge’ Card merge ◦ Innovative requires that your Over. Drive account uses Patron API for authentication. ◦ Those libraries using SIP 2 will need to convert their authentication to use Patron API with Over. Drive ◦ Libraries will also need to convert the primary key for the patron Over. Drive record to use patron record number rather than patron barcode ◦ Over. Drive required a csv file with patron record numbers and accompanying barcodes (scary!) to make the change

Over. Drive 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.

Over. Drive Integration � Other Enhancements ◦ Chili. Fresh 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

Over. Drive 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.

Over. Drive 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!

Over. Drive Integration � Flicking � Live the switch and going live demo time � Feedback � Help from staff and public documentation

Jason Boland, Innovative trainer WILIUG Fall, 2014 WILIUG 2011