Overdrive Integration Overview

mega-meta, housekeeping

Wes Osborn

The benefits of the integration include:

  • Automatic Overdrive record creation
  • Ability to see “real-time” availability information within the PAC
  • Ability to CKO and Hold Overdrive material within the PAC
  • Basic circulation reporting information is available using Polaris’ reporting system
  • How do ebooks CKOs and holds impact total CKO and hold limits?

There are also situations where the time or checkout meter on a copy runs out and the title languishes for weeks or even years until demand triggers purchasing of additional copies again. What does it look like in Polaris when the meter is used up? Do the copies get deleted from the system?

When copies of a title expire, the item records are deleted from Polaris. The bib record is left untouched. You can leave it as is, and the title will show as “All copies expired” rather than “Place Hold” or “Check Out” in the PAC.

If you later re-purchase the title, items will be created on the original bib record if it’s still in your system, or the bib will be automatically imported and items added to it. If you purchase additional copies of a title that you currently own copies of, the appropriate number of items will be added to the bib. Any added items are put in an item record set named “E-added copies_[vendor account name]_ID=xxx.”

When does circulation information synchronize with Overdrive?

Polaris should synchronize with Overdrive every 15 minutes for circulation information. However the process to synchronize the patron information is also the same process that is used by the record importing process. If the record importing process is under a heavy load, there could be a longer delay in syncing the circulation information.

What happens when a copy is checked out by a non-CLC library in the ebook consortium?

The item in the Polaris system will have its status changed to Unavailable while the copy is checked out to a non-CLC patron.

When will the new titles appear in the catalog?

An overnight process will add new titles and new copies to the catalog. The new bibs added will be short bibs with just basic information. There is a process where the bibs will be overlaid with a full OCLC bibs on a regular basis.

What material types are assigned to the Overdrive items?

How does the integration impact Overdrive users that don’t use the Polaris PAC to browse/borrow books?

When does the patron account get updated with Overdrive CKO information?

If the CKO happens through the PAC, then their account will be immediately updated. Otherwise an overnight Polaris process will automatically update the patron account to include anything that they checked out directly from the Overdrive site.

How can patrons update what they have checked out in Overdrive?

Wes Osborn
Kelly Hock

Overdrive holds are completely separate from Polaris holds. Patrons can see their holds in the PAC due to a call that Polaris makes to Overdrive’s API when the page loads. The Polaris client and Leap cannot see the holds. Overdrive and Polaris hold limits are also separate and do not affect each other.

Check outs
-If a patron checks out an Overdrive title through Overdrive’s app, it uses only Overdrive’s check out limits and does not take into account Polaris’ check out limits unless the patron has been blocked in SIP because of them. If the patron is at or over the total items out limit in Polaris, they will be blocked when they attempt to log in to Overdrive.

-If a patron checks out an Overdrive title through the PAC, then both Overdrive’s and Polaris’ check out limits are taken into account.

-Once an Overdrive title has been checked out and is on the patron’s account in Polaris, it will count towards the patron’s total Polaris items out and the appropriate material type check out limit. If a library would like to keep those limits separate, they should use Material Type Groups (in SA under Parameters->Patron Services->Material Type Groups. For example, if patrons should be allowed 20 physical items and 5 digital items, they should be set up with a total items out limit of 25, a physical material type group with a limit of 20, and a digital material type group with a limit of 5