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 (Secure Center).

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 Gold Open Access journals. The token for Secure Center will enable the implementation with Sage's Learning Resources, including Sage Research Methods, CQ Researcher and 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 Data, Sage Campus, CQ Press products (outside of CQ Researcher and 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

For further guidance, please see the attached video below. 

For more information, please see KBART Automation FAQs (Secure Center).

Contact Information

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