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- Open a web browser and enter the URL to your Circulation Manager's Admin interface: for example, https://simplye.libraryname-state.org/admin
- In the top menu bar, click System Configuration to enter into the Configuration Manager portion of the Admin interface.
- Click the Collections item from the left menu.
- Click Create a new collection
- Select the Overdrive item from the Protocol drop down field.
- Fill in the configuration form:
- Under Name, enter a descriptive phrase for the collection: for example, XYZ Consortium Overdrive
- Skip the Parent field if it is displayed
Note: If this is the first Overdrive collection you have created in the Circulation Manager, the Parent field is not present. - Under Library ID, enter the corresponding ID from your credentials email provided by Overdrive
Note: If Overdrive's library ID starts with a zero, you'll probably have better results if you omit the zero. - Under Website ID, enter the corresponding ID from your credentials email provided by Overdrive
- Under Client Key, enter the key provided by Overdrive
- Under Client Secret, enter string provided by Overdrive
- Select the appropriate library record from the Add Library drop down list
- In the library sub-form which displays, in the ILS Name field, enter the Library ILS name string provided by Overdrive
- Also in the library sub-form, in the Default Loan Period field, enter the length of the library's ebook loans
- When you have finished the library sub-form, click the Add Library button to enable titles from this collection to be displayed in the library's SimplyE browse feeds
- When you have reviewed the form and are ready, click the Submit button to create the Overdrive collection. If the Circulation Manager management scripts are all running, an ingest process for existing title metadata from Overdrive will begin within the hour.
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When your library is part of a consortium that has a primary, overarching collection, but your library has a separate Overdrive Advantage collection, you need to configure the Advantage collection and associate it with the primary collection.
The script bin/informational/overdrive-advantage-list will query Overdrive to learn about all Overdrive Advantage collections associated with a primary Overdrive collection. In particular, it will list the names and library IDs of all libraries with an Overdrive Advantage collection associated with a primary collection. This is a useful script to run when setting up Overdrive Advantage accounts, because it can save some back-and-forth emailing with Overdrive.
To configure the Advantage collection:
- Login to the Circulation Manager Admin interface
- Click the System Configuration top menu item
- Click the Collections item on the left sidebar
- Click the Create a new collection item
- Select Overdrive from the Protocol dropdown list
- In this case, we need to link the new collection to a parent collection; select the appropriate parent collection from the Parent dropdown list
Notice that selecting the parent collection removes several of the configuration options. This child collection will use the corresponding values from the parent collection. - Under Library ID, enter the corresponding ID from your credentials email provided by Overdrive (or obtained through the bin/informational/overdrive-advantage-list script)
- Select the desired library record from the Add Library drop down list
- In the library sub-form which displays, in the ILS Name field, enter the Library ILS name string provided by Overdrive
- Also in the library sub-form, in the Default Loan Period field, enter the length of the library's ebook loans
- When you have finished the library sub-form, click the Add Library button to enable titles from this collection to be displayed in the library's SimplyE browse feeds
- When you have reviewed the form and are ready, click the Submit button to create the Overdrive collection. If the Circulation Manager management scripts are all running, an ingest process for existing title metadata from Overdrive will begin within the hour.
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