Setting up eResource Central
eResource Central is the SirsiDynix solution for providing ebooks and other eresources to libraries. eResource Central is designed to integrate seamlessly with Portfolio, giving your patrons the ability to access all of your library's resources through a unified search experience. Patrons can check out, download, or access available eresources directly from Portfolio.
In addition, Portfolio lets patrons manage eresources in the following ways (some features depend on the vendor):
- Places and manage holds on eresources
- Check out, download, or access eresources directly from the list of search results
- View their digital checkouts in My Account
- Return their digital checkouts before the due date
- Enable automatic renewal for their digital checkouts
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For libraries using OverDrive, when patrons place a hold on an OverDrive item, Portfolio prompts them for an email address that is used to log in to their OverDrive account. When possible, Portfolio populates the field with the email address from the patron's record in the ILS. For SirsiDynix Symphony libraries, you may need to add the EMAIL entry ID to the Full Display group in the appropriate User Address wizard (typically User Address 1). For more information, see "Entry ID Policy Helper" in the SirsiDynix Symphony WorkFlows help. |
You create and edit your eResource Central collections through BLUEcloud Central. Based on those collections, eResource Central creates its own search sources, search targets, and fields for Portfolio and then associates them with the Portfolio profiles that you choose. You cannot edit eResource Central search sources in Portfolio, but you can choose which search targets and fields to expose for each profile.
For more information about eResource Central availability, contact your SirsiDynix representative.
For more information about going live with your eResource Central content, see the eResource Central Go Live FAQ.