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    Using the Taylor & Francis AutoLoader for SFX

    This feature will be available as part to the SFX September 2023 release.

    The Taylor & Francis AutoLoader in SFX allows institutions to update their holdings within the Taylor & Francis and books offerings in a single automated process. Once enabled, the process automatically downloads a KBART formatted holdings file from the Taylor & Francis platform to your SFX environment, uploads the file, and updates your holdings in the Taylor & Francis Book collection. For this purpose, we added the following dedicated target to the SFX KnowledgeBase that reflect all books available from Taylor & Francis:


    The process uses an institutional token to identify which holdings file belongs to your institution.

    The automation for Taylor & Francis is currently available only for books, not journals.

    Obtaining the Institutional Token

    The Taylor & Francis Librarian dashboard allows you to generate an institutional token that SFX can use to retrieve the institutional KBART holdings report through the KBART automation API.

    More information from T&F on creating the institutional token can be found at:

    Enabling the AutoLoader Process on SFX

    After you obtain the institutional token (also called CRN number), you can enable the AutoLoader process on SFX.

    To enable the AutoLoader process on SFX:
    1. Activate the following collections including their full text services (getFulltxt) in the SFX KBManager:


    2. In the Edit Target Service window of the collection, open the Autoload tab. Select the Active option and add your CRN number, as well as your email address to receive notifications. You can use the top right link to schedule the process with the task manager. The recommended schedule is weekly, on Saturday, as this aligns with Taylor & Francis processes to retrieve your holdings file the next day (Sunday).


    The holdings files always contain all your holdings. The process activates and localizes newly added items and deactivates items that no longer appear on the holdings list. The same process is also available for Elsevier, Springer, Wiley and Ovid.

    For more information, refer to the Target Services section in the SFX General User's Guide.

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