KBART Automation FAQs (Sage Journals)

TABLE OF CONTENTS

• What is KBART Automation?
• Which Sage products are included in KBART Automation on Sage Journals?
• Why does Sage have two KBART Automation tokens?
• Which DSPs does Sage have KBART Automation for?
• How do I implement KBART Automation?
• Who do I contact if I have an issue?
• What if our library doesn't use KBART Automation?
• What if KBART automation isn't available for my DSP?
• What happens when entitlements change with KBART automation?
• What happens to our KBART Automation if our library switches DSP?
• What if I need to make a change to my KBART automation?
• Are Open Access titles included? 
• How frequently will the feed update? 
• Can you explain the different terminology used by publishers and DSPs?
• How do I permanently delete my institution ID (token) from my Sage Journals admin account?

What is KBART Automation?

KBART Automation is the automated process whereby your library holdings are updated in your Discovery Service. Once set up with Sage, the updates would occur weekly.

Which Sage products are included in KBART Automation on Sage Journals?

KBART Automation is possible with all products and collections on Sage Journals except Gold Open Access journals.

Why does Sage have two KBART Automation tokens?

The token from the Sage Journals admin area will automate the discovery of all our journals products in Sage Journals apart from Gold Open Access journals. We have a second token available for Secure Center.

Which DSPs does Sage have KBART Automation for?

Sage currently has integrations with Ex Libris Alma and OCLC WorldCat. We do not currently have plans to integrate with Ex Libris SFX or EBSCO.

How do I implement KBART Automation?

You can implement KBART Automation for Sage Journals using a token specific to your institution in our Sage Journals admin area. For step-by-step instructions, please see How do I implement KBART Automation? (Sage Journals).

Who do I contact if I have an issue?

Please contact [email protected]

What if our library doesn't use KBART Automation?

If your library doesn't use KBART Automation, please continue to use the standard configuration processes your DSP requires.

What if KBART automation isn't available for my DSP?

If Sage doesn't have KBART Automation compatibility with your DSP, please continue to use the standard configuration processes your DSP requires.

What happens when entitlements change with KBART automation?

If you have KBART Automation activated with OCLC WorldCat or Ex Libris Alma and your Sage entitlements change, they will update automatically in your discovery system on a weekly basis. If you do not have KBART Automation set up with either of these services, please update your collections following your DSP's standard process.

What happens to our KBART Automation if our library switches DSP?

You should revoke your KBART Automation in Sage Journals using the instructions below labelled 'How do I permanently delete my institution ID (token) from my Sage Journals admin account?'. If you move to a DSP compatible with Sage (OCLC WorldCat or Ex Libris Alma) you will be able to set it up again.

What if I need to make a change to my KBART automation?

You can make changes to your KBART Automation implementation in the admin area on Sage Journals.

Are Open Access titles included? 

At present, Gold Open Access journals are not included in KBART Automation files. However, Sage offers a separate collection for Gold Open Access Journals. You can activate this collection on Discovery Service Providers’ knowledge bases, regardless of your entitlements.

How frequently will the feed update? 

Following the one-time KBART automation setup, holdings data for your institution will be automatically transferred to your discovery service knowledge base via API on a weekly basis. 

Can you explain the different terminology used by publishers and DSPs?

There is no consistency in what different publishers and discovery service providers name the unique key, which is required to enable integration. Examples of terminology commonly used include:

• Institution ID
• Key
  
• Token ID
• API key
• API token
• Institution token ID

Examples of unique keys generated by our platforms include:

• Secure Center: 12eed3d4-bfe5-67a8-91f2-34bf5678c912
• Sage Journals: PGURLO5SMUC0BQIYN02OQ0MECW8NTO

How do I permanently delete my institution ID (token) from my Sage Journals admin account?

1. Log in to Sage Journals. The page can also be found by navigating to "Holdings automation" under the "Institutional profile" section of the profile page menu:
     
2. Under "Active tokens", select “Revoke” alongside the token you wish to delete, and then again in the dialogue box:

For further guidance, please view the attached video.