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Note

If it has been more than a year since you last connected with us in a live meeting, either in person or online, we highly recommend that you schedule a training session with one of our Outreach Librarians. We will do an in depth review of your account to ensure that you are maximizing your Third Iron services and that all of your products are fully implemented to your satisfaction.

  •  Step 1: Configure holdings exports to Third Iron

Ensure your holdings are automated or being routinely sent to Third Iron. If you are a new customer, this was almost certainly taken care of right when you got started, but if you have had Third Iron services for a while, it's worth revisiting to see if you are still manually providing holdings when your system now supports automation! Check this list of tutorials here arranged by holdings system to confirm everything is setup correctly for you. We recommend updating holdings on a monthly basis.

  •  Step 2: Discovery platform integration

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