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    Upload Electronic Holdings from Ovid

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    You can automatically update your Ovid electronic portfolios using an integration profile, which saves you from having to manually upload them. The Ovid integration profile uses the KBART format to retrieve institution-specific portfolios. The profile identifies the subscription and purchase values in the KBART notes field for monographs in order to manage the Ovid subscription and Ovid purchase electronic collections separately. See the Prerequisite Tasks for Creating the Ovid Integration Profile section and the Creating the Ovid Integration Profile section for information regarding prerequisites and creating the Ovid integration profile.
    For more information on uploading electronic holdings from Ovid, watch the Upload Electronic Holdings from Ovid video (2:27 mins).

    When uploading holdings using the Elsevier Upload Electronic Holdings integration profile, multiple Excel lines of the same ISSN and with different coverages are concatenated and uploaded as one portfolio with multiple coverages, provided Ex Libris Support has configured an internal parameter correctly. 

    Prerequisite Tasks for Creating the Ovid Integration Profile

    Before you can begin automatically importing Ovid portfolios:

    Obtaining Your Ovid Account Information

    In order to create an Ovid integration profile in Alma, contact Ovid Customer Support (support@ovid.com) and have them set up and provide you with the following account information:
    • User name
    • Password
    • Ovid group name
    After you have obtained these log-in parameters from Ovid, test them using the following URL format:
    https://Charlotte.ovid.com:8443/OrionAPI/rest/Reporting/KBARTHoldings/<Ovid group name>?UserName=<user name>&Password=<password>
    For example, if the user name is testuser@gmail.com, the password is testpassword, and the Ovid group name is testOvidgroup, the URL would be as follows.
    https://Charlotte.ovid.com:8443/OrionAPI/rest/Reporting/KBARTHoldings/testOvidgroup?UserName=testuser@gmail.com&Password=testpassword
    When you execute this URL, you should receive a tab-delimited KBART file. If the URL does not process successfully, contact Ovid Customer Support for assistance.

    Activating the Ovid Electronic Collections from the Alma Community Zone

    The Community Zone provides the following Ovid electronic collections:
    • Books@Ovid Subscription Complete
    • Books@Ovid Purchase Complete
    • Journals@Ovid Complete
    Search Alma to locate these electronic collections in the Community Zone and activate them prior to running the Ovid integration profile.
    Note that only the electronic collection and its service need to be activated (select the Activate this electronic collection service and Make service available Full Text Service options). There is no need to activate any portfolios (select the Manual activation - activate electronic collection and manually select portfolios Activation Type option). The activation of the portfolios is done by the upload electronic holdings integration process.

    Creating the Ovid Integration Profile

    After you have successfully obtained your Ovid account information and activated the Ovid electronic collections from the Community Zone, you are ready to create your Ovid integration profile in Alma.
    To create your Ovid integration profile:
    1. On the Integration Profile List page (Configuration Menu > General > External Systems > Integration Profiles), select Add Integration Profile.
    2. For Integration Type, select the Upload Electronic Holdings option. The page dynamically updates.
      Upload Electronic Holdings Type of Integration Profile
    3. For Vendor, select OVID.
      When you run the Upload Electronic Holdings integration profile, the job report naming convention reflects the vendor option that you select for this parameter.
      Upload_Electronic_Holdings_Job_Report_Naming_Convention_04_TC.png
      Upload_Electronic_Holdings_Job_Report_Naming_Convention2_04_TC.png
    4. Select Next. Step 2 of the wizard appears.
      Ovid_Integration_Profile_Upload_Electronic_Holdings_Section_04.png
      Upload Electronic Holdings Section
    5. Complete the Upload Electronic Holdings configuration section using the information in the table below.
      Upload Electronic Holdings Section
      Parameter Description

      Active

      Select Active to make this an active profile. The default setting is Inactive.

      User name

      Password

      Ovid group

      Enter the user name, password, and Ovid group account information that you received from Ovid.

      File format

      Select the KBART file format.

      Group

      New for June!

      Use this parameter to select one or more groups from the list of multi-campus options in the drop-down list. This parameter is optional, so you may also choose to leave it blank.

      The Group parameter appears when you have the multi_campus_inventory_management customer parameter set to true.

      With the multi_campus_inventory_management customer parameter set to true, you can have multiple Ovid integration profiles. When you have obtained multiple Ovid group identifications from Ovid, you may want to create multiple integration profiles using that identification information.

      Note that when you have more than one active Ovid integration profile with one or more multi-campus selections made for the Group parameter, any additional active Ovid integration profiles must have one or more multi-campus selections made. In this situation, the Group parameter may no longer be left blank.

      When the Ovid integration profile job is run and multi-campus group information was configured, the multi-campus group information appears in the job report.

      Schedule

      Select the scheduling option that you prefer to have the integration profile job run automatically.
      New for June!   When you have the multi_campus_inventory_management customer parameter set to true, and multiple Ovid integration profiles, the first scheduling option that you select and save applies to all the subsequent, active Ovid integration profiles that you create.  Note that when the scheduled job begins to run, all of the Ovid integration profiles that are set to Active are handled together by the job run. Any Ovid integration profiles set to Inactive are not handled as part of the scheduled job run.
    6. Save the profile using one of the following options:
      • Select Save. The integration profile is scheduled and appears in the list of scheduled jobs (see Viewing All Scheduled Jobs).
      • Select Save and Run Now. This saves your profile settings and immediately queues the upload to run. The Save and Run Now button also appears on the Actions tab when you edit the profile.  Note that when you edit your saved profile, the button appears as Run Now, and you can choose to manually run the upload job.
      New for June!   When you press Save and Run Now in a specific Ovid integration profile, all of the Ovid integration profiles that are set to Active are run as part of the job request. Any Ovid integration profiles set to Inactive are not run as part of selecting Save and Run Now. Selecting Save and Run Now from an Inactive integration profile does not run the job for that integration profile or any other Ovid integration profiles set to Inactive, but will run only for the Active profiles.
      This behavior of Save and Run Now is different from other integration profiles where selecting Save and Run Now runs the job request for integration profiles set to Inactive. This is a known issue. In order to have an Ovid integration profile run, it needs to be set to Active.

    Preserving Previous Ovid Acquisition Details

    If prior to the use of Upload Electronic Holdings from Ovid you managed Ovid titles in a different collection(s) and you want to preserve the acquisition details associated with those titles (such as PO lines and licenses), you can use the Move electronic portfolio information job to move PO lines and licenses to the Books@Ovid Subscription Complete, Books@Ovid Purchase Complete, and Journals@Ovid Complete collections.
    To do this, use the following steps:
    1. Create a set of the content type electronic collections that includes the previous collections in which you managed the Ovid titles.
    2. Open the Run a Job - Select Job to Run page (Admin > Manage Jobs and Sets > Run a Job), and search for the Move electronic portfolio information job.
    3. Select the Move electronic portfolio information job and select Next.
    4. Select the set that you created above and select Next.
    5. For the Target electronic collection, select the collection Books@Ovid Subscription Complete, Books@Ovid Purchase Complete, or Journals@Ovid Complete.
    6. Select the Move PO lines and Move licenses options and complete the required information as needed.
    7. Select Next and review/confirm the job summary information.
    8. Select Submit.
    .