Configure consortia collection sites

Libraries that belong to a consortium can customize their Vega Discover user interface. Consortium administrators must set up individual libraries in Vega before the libraries can perform customization tasks. For information on customization, see the following topics:

The ability to configure consortia collection sites is available to libraries that are set up as consortia during Vega implementation.

For information on setting session timeouts, see Set the session timeout period.

Collection site configuration overrides consortia-level configuration for that site.

Ingesting bibliographic records directly from a vendor

If you want to ingest bibliographic records directly from a vendor into your Vega collection site, first make sure that the vendor format mappings exist for the vendor you want to configure. If they’re blank, you need to configure them in the third-party connection settings before you proceed. For more information on vendor format mapping, see Configure material type settings.

Once the vendor format mapping is configured, you can enable the option called Use API to provide records directly to Vega and save your configuration. Vega schedules an ingest of records from the configured vendor to begin in 10 minutes, and checks for new, updated, and deleted materials from the vendor every 24 hours. For more information, see Configure third-party connections.

Consortia member libraries that purchase econtent independently

If your consortia member library purchases econtent subscriptions independently of the consortia, you can configure your econtent subscriptions in your collection site for all vendors except Hoopla. For information on how to configure Hoopla econtent purchased independently, see Configure econtent for consortia collection sites.

Before you begin

Before you can configure econtent for consortia collection sites, you must configure econtent mapping. For more information, see Configure econtent mapping.

  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults.
  3. Select Site Configuration.
    The Sites page is displayed.

  4. Select Add New Site.

  5. On the Add New Site window, in the Site Name box, enter a name for the site.

  6. From the Site Type list, select Collection Site.

  7. In the Domain Name box, enter the domain name of the site.
    You must use lowercase letters (a–z). You cannot exceed 20 characters.

  8. Select Add New Site.

You can create multiple consortia collection sites at once by uploading a completed template with the required data. If any errors are found in the file, no sites are created, and an error log that identifies the invalid date fields is provided.

  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults.
  3. Select Site Configuration.
    The Sites page is displayed.
  4. Select Download CSV template.
    The template is downloaded to your computer.
    You can create up to 500 collection sites from one CSV file. Use multiple files if you need to create more.
  5. Open the template and populate the available fields.
    6. Column name Accepted values Notes
    Site Name (required) free text  
    Domain Name (required) lowercase English alphabetical characters Duplicate domain names aren't permitted.
    Site Type (required) Collection or Kiosk Collection is only available for Consortia/Premium Discover.
    Add Translation comma-separated list of locales in format <2 character language>-<2 character country (for example, en-US, en-CA, fr-FR, es-ES) If left blank, the en-US configuration and the global header are created. Trailing or spaced commas are accepted; the values not separated by commas cause an error.
    Library Name Override free text  
    Privacy Policy Link free text  
    Privacy Policy URL valid URL formats  
    Header Link 1-7 Text free text Applies to all 7 header link text fields
    Header Link 1-7 URL valid URL formats Applies to all 7 header link URL fields
    Fixed Header true, false, yes, no, or blank  
    Preferred Locations comma-separated list of location codes Trailing or spaced commas are accepted. Values not separated by commas cause an error.
    Limit to Preferred true, false, yes, no, or blank  
    Collection Limits comma-separated list of collection codes Trailing or spaced commas are accepted. Values not separated by commas cause an error.
    Shelf Location Limits comma-separated list of shelf location codes Trailing or spaced commas are accepted. Values not separated by commas cause an error.
  6. Select Bulk Add Sites.
    A pop-up window is displayed.
  7. Navigate to the file, and select Open.
    A confirmation message is displayed.
  8. Select OK.
  1. On the Sites page, from the Actions column, select Options The Options icon. for the collection site you want to edit.
  2. Select Edit.
  3. Configure one or more of the following:
    • Library Logo: This is the image on the left side of the header. Select UPLOAD LOGO, and then select either a .jpg or .png file. The file can be no more than 2 MB. If the image is larger than 240 pixels wide by 64 pixels tall, it is resized proportionally to fit in this space.
      Required for English translation; optional for additional languages.
    • Library Name: This is the text immediately after the logo. Enter the text to display. If the text is too long to fit in this space, an ellipsis (…) appears to patrons to indicate the text is truncated.
      Required for English translation; optional for additional languages.
    • Link to Library Privacy Policy: Enter the text to display and the URL.
      If you configure a custom privacy policy link, the two default policy statements don’t appear.
    • Custom Link:
      1. On the Link 1 tab, enter the text to display and the URL.
        The URL must start with http:// or https://.
      1. On the Link 2 tab, add a second link if desired.
      1. If you want to add additional links, select Add New.
        You can add a maximum of seven links.
  4. Test your changes:
    1. Select Preview.
    2. In the browser window that opens, review the test page and then close the window.
  5. Make changes as needed.
  6. Select Save.
  • Drag and drop the link tabs into the order you want.
  1. On the Sites page, from the Actions column, select Options The Options icon. for the collection site you want to edit.
  2. Select Edit.
  3. Select Resources.
  4. Select from the following:
    • Hoopla
    • OverDrive
  5. Select Configure.
  6. Do one of the following:

    7. To configure Do this
    Hoopla

    Enter the following information:

    • Library ID
    • Username
    • Password
    OverDrive

    Enter the following information:

    • ILS name
    • Library ID
    • Website ID
    • (Optional) Advantage account ID
    • From the Authentication Method list, select one of the following:
      • Patron ID
      • Patron Barcode

  7. Select Save.
  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults.
  3. Select Site Configuration.
  4. In the Search box, enter either the name of the site you want to find or the first part of the site URL. (This is the value that was entered during the creation of the site domain name.)
  • Select the column that you want to sort by.
  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults.
  3. Select Site Configuration.
  4. From the Actions column, select Options The Options icon. for the site you want to edit.
  5. Select Edit.
  6. Select from the following:
    • Hoopla
    • OverDrive
  7. Select Configure.
  8. Make the changes.
  9. Select Save.
  1. In the upper-right corner, select Settings Settings icon..
  2. From the Settings menu, select Library defaults.
  3. Select Site Configuration.
  4. From the Actions column, select Options The Options icon. for the site you want to delete.
  5. Select Remove.
    A confirmation window opens.
  6. Select Remove.