Aspen uses API connections for the following vendors:
Axis360
cloudLibrary
hoopla
OverDrive
Once credentials are in place for eContent, library staff no longer need to manually load these records into the ILS.
By default, Aspen suppresses eContent records from your ILS in favor of eContent via the API connections.
With this direct API connection, users will be able to manage their checkouts and holds, and return and renew items (if that functionality is available), all from within the user account.
During implementation, we will reach out to Baker & Taylor for these credentials and set this up on your behalf.
To add Axis360, turn the module on in Aspen Administration > System Administration > Modules.
Once enabled, a new menu, Axis 360, will appear in Aspen Administration.
In Axis 360 > Settings you will need:
User Interface URL
Username (ByWater Aspen Team Has)
Library Prefix (ByWater Aspen Team can reach out to Axis360 to get)
In Axis 360 > Scopes, you can create a new scope and apply it to certain libraries and/or locations.
You'll also want to go to Aspen Administration > Primary Configuration > Library Systems > Axis360 (toward the bottom) and make sure the correct scope is selected from the dropdown.
User Experience
Once loaded, titles will show and group with other physical and econtent you have loaded. From the grouped work display users can check out from Axis 360.
Checked out titles will show in My Account > Checked Out Titles with the rest of the user's physical and electronic items.
IncloudLibrary>Scopes, you can create a new scope and apply it to certain libraries and/or locations.
You'll also want to go toAspen Administration>Primary Configuration>Library Systems> cloudLibrary(toward the bottom) and make sure the correct scope is selected from the dropdown.
The cloudLibrary API will only share OWNED titles from your library/libraries and will not share titles that may be available as sharing/pay per use collections that are shown on the cloudLibrary site.
User Experience
Once loaded, titles will show and group with other physical and econtent you have loaded. From the grouped work display users can check out from cloudLibrary.
My Account
When cloudLibrary is enabled users will see a cloudLibrary tab in their Checkouts and Holds.
Because cloudLibrary only shares owned titles, titles not owned by the library checked out via the shared/pay per use collection, will show by default as Unknown cloudLibrary Title and the management of those will take place on the cloudLibrary website.
This messaging is translatable in Aspen Administration > Languages & Translations > Translations > search for unknown cloud to find. Here are a couple sample messages that libraries have updated for a better user experience.
During implementation, we will reach out to Hoopla for credentials and set this up on your behalf.
To add Hoopla, turn the module on inAspen Administration > System Administration > Modules.
Once enabled, a new menu, Hoopla, will appear in Aspen Administration.
InHoopla>Settingsyou will need:
Library Id (Reach out to Hoopla for this)
(AspenSupport vendor will provide)
API Password (AspenSupport vendor will provide)
Scopes
InHoopla>Scopes, you can create a new scope and apply it to certain libraries and/or locations.
Exclude Records With Copies from other eContent Vendors
Exclude Records With Copies from other eContent Vendors (OverDrive, cloudLibrary, Axis 360, etc.) you have a few options to choose from:
No show all titles
Hide Hoopla title if other copies are available
Hide Hoopla title if other copies are owned - A library may consider to hide Hoopla titles and only show other options for Hoopla cost savings, especially for "classics" or other titles that are readily available in many other formats.
Exclude Collections and Set Up Cost Per Checkout Per Collection
There is also the ability to restrict showing a Hoopla title by cost and/or by Hoopla collection. If the price is greater than then amount set, the record will not show in Aspen.
Exclude by Ratings, Genres, and other Areas
To prevent certain types of records from showing up in your Aspen catalog, you can exclude by rating, exclude abridged records, exclude parental advisory records, exclude records with profanity, and you can exclude by genre (one genre per line).
Note: This does not make changes to your Hoopla collection available via Hoopla's site or app, just the results that will display in Aspen.
You'll also want to go toAspen Administration>Primary Configuration>Library Systems>Hoopla(toward the bottom) and make sure the correct scope is selected from the dropdown.
See How Hoopla Records Are Cataloged
To see the data that Aspen is receiving from Hoopla, you can click into a Hoopla record in Aspen, then open the Staff View to see the Hoopla Extract Information. You will see the various data points that correspond to the scope such as:
[abridged]
[profanity]
[genres]
[price]
[kind]
Note: Changes to scopes will take an overnight index to appear.
User Experience
Once loaded, titles will show and group with other physical and econtent you have loaded. From the grouped work display users can check out from Hoopla.
Checked out titles will show inMy Account>Checked Out Titleswith the rest of the user's physical and electronic items.
Hoopla BINGEPASS
Collections that are marked BINGEPASS via the Hoopla API will be pulled into Aspen automatically as a seperate BINGEPASS format.
Currently, Aspen will show the available Bingepass Collections that users have access to.
Users will be taken out to the Hoopla site to check out the Bingepass and then have access to all the titles within that collection.
Hoopla Flex
Currently, you can load Hoopla Flex titles as a Side Load.
Once side loaded, users will be able to narrow down by Hoopla Flex titles. The eContent Collection facet will include any econtent collections that are loaded into Aspen via the API and via side load.
When the titles are added, Aspen will search for like titles, authors, and expressions of the work to group with.
Because the titles are side loaded, the user will manage the Hoopla Flex checkout via Hoopla's site. Hoopla titles coming in via the API can all be directly managed within Aspen.
During implementation, you'll need to fill out OverDrive's Developer Application to submit to OverDrive in order to get your API credentials. Even if you already have an API connection with OverDrive, they will need this form to allow your account access to your new discovery layer. Keep in mind that OverDrive can sometimes take 7-14 business days or longer to reply with your new credentials.
Note: If you do not currently have your existing Client Secret on record, you will need to request them to reset this for you as well. Having your secret reset will impact any other vendors you're using with the OverDrive API (ex: your existing OPAC/ILS, library apps like Communico, etc). OverDrive confirms with you that this will be the case prior to making any changes so there is an opportunity to coordinate with other vendors before the changes are applied. If you have questions about this, please ask your OverDrive support representative.
To add OverDrive, turn the module on inAspen Administration > System Administration > Modules.
Once enabled, a new OverDrive menu will appear in Aspen Administration.
In OverDrive >Settingsyou will need:
Your OverDrive URL
Patron API URL - http://patron.api.overdrive.com
Client Key
Client Secret
Account ID
Website ID
Products Key
When your API application is approved, OverDrive will send you the above credentials.
1. Enter the OverDrive URL, Patron API URL, Client Key, Client Secret, Account ID, and Website ID and Save.
2. Make sure the boxes are checked for Enable updated checkout fulfillment interface and Show Libby promo in checkout fulfillment interface.
3. In OverDrive > API Information, click Library Account Information to expand and find the Products Key in [collectionToken]. Copy and paste this into OverDrive > Settings > Products Key.
4. Next, go toOverDrive>Scopes. If you're setting up for a single library system, edit the existing scope and apply the settings to your library/locations. If you have multiple libraries with their own accounts, you can create new scopes and apply them to certain libraries and/or locations. If you need help with this, please reach out to Aspen support.
Note: for the setting "is a PIN Required to log into OverDrive website?" confirm what is asked for on your current OverDrive digital website. If the site only asks for the library card number, make sure this setting is unchecked.
5. If you have OverDrive Advantage, go to OverDrive > API Information to find your Advantage credentials. There may be multiple Advantage accounts listed, and they are not in alphabetical order, so using CTRL+F to search for your library can be helpful. Find your library, then copy and paste the exact library name (as shown) into OverDrive > Scopes > Overdrive Advantage Name, and copy and paste in the Overdrive Advantage Products Key.
6. Go toAspen Administration>Primary Configuration>Library Systems>OverDrive(toward the bottom) and make sure the correct scope is selected from the dropdown menu.
User Experience
Once loaded, titles will show and group with other physical and econtent you have loaded. From the grouped work display users can check out from OverDrive.
Checked out titles will show inMy Account>Checked Out Titleswith the rest of the user's physical and electronic items.
OverDrive titles on hold will show in My Account > Holds with the rest of the user's physical and electronic items.
Users will also have the option to Preview OverDrive titles - both from ebooks and eaudiobooks.