TABLE OF CONTENTS

• Overview

• Before You Begin

• Secure Center KBART Automation Step-by-Step Instructions
• Contact Information

Overview

This guide provides step-by-step instructions for activating and retrieving the token(s) required to set up KBART Automation for Sage products with your Discovery Service Provider (DSP). This implementation works with OCLC WorldCat and Ex Libris Alma.

For more information, please see KBART Automation FAQs (Sage Learning Resources).

Before You Begin

Please determine if you need tokens from both our admin systems: Sage Journals and Secure Center. The token from the Sage Journals system will enable the implementation with journals except some Gold Open Access journals. The token for Secure Center will enable the implementation with Sage's Learning Resources, including Sage Research Methods (except Sage Research Methods Foundations and Podcasts), CQ Press Books, Sage Business*, Sage Skills*, Sage Video*, and Sage Reference & Books*. Please see How do I implement KBART Automation? (Sage Journals) to establish the connection with Sage Journals. 

*These products were formerly known as Sage Knowledge.

Please note, KBART Automation is not set up with Sage Research Methods Foundations, Sage Research Methods Podcasts, CQ Researcher, Sage Data, Sage Campus, other CQ Press products (outside of CQ Press Books), and Catalyst.

Secure Center KBART Automation Step-by-Step Instructions

Library account administrators can turn the service on by generating their institution’s token in Secure Center and linking it within Ex Libris Alma or OCLC WorldCat. Please follow the instructions below to do so:

1. Log in to Secure Center.
2. Navigate to your "Account Detail" section: 
3. Click on "Electronic Holdings Automation" in the right-hand side bar: 
4. Click on "Generate Token": 
5. Select “OCLC WorldCat Discovery”, before clicking on "Add new": 
6. Click on "Copy" to get the institution ID copied to your clipboard: 
7. Register the token in Ex Libris Alma or OCLC WorldCat Discovery Service system, depending on which system you use. Please find instructions on how to do this here: 
   • Ex Libris Alma instructions
   • OCLC WorldCat instructions

Collection IDs

While Sage Research Methods Foundations is supported by automation not every content item will be listed in your systems. If you'd like to ensure usage-driving discoverability for this product, please activate this collection manually. Sage Research Methods Podcasts must also be activated separately. 

OCLC WorldCat

SAGE.foundations

SAGE.srmpodcasts

Ex Libris Alma 

Sage Research Methods Foundations Collection ID: 615280000000000938

Sage Research Methods Podcasts Collection ID: 613850000000000803

For further guidance, please see the attached video below. 

For more information, please see KBART Automation FAQs (Sage Learning Resources).

Contact Information

If you have any further queries about KBART Automation, please contact onlinesupport@sagepub.co.uk