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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 collections in the Community Zone and activate them prior to running the Ovid integration profile.

    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.
      External Systems and Actions Section
    5. Enter the user name, password, and Ovid group account information that you received from Ovid.
    6. Select Active.
    7. Select a scheduling option.
    8. 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.