Upload Electronic Books Holdings from Preselect

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You can update Preselect electronic holdings by automatically retrieving the institution-specific holdings using an integration profile.

Before running a Preselect integration profile job, you need to activate certain electronic collections. For more information, see Activating the Preselect Electronic Collections from the Alma Community Zone.

Creating the Preselect Integration Profile

To configure the Preselect integration profile for uploading electronic holdings:

Obtain a Client ID from Preselect. To obtain your Preselect Client ID, please email info@content-select.com.
Confirm that the Preselect electronic collection for which you are updating holdings is an active collection in Alma. For more information, see Activating the Preselect Electronic Collection from the Alma Community Zone.
On the Integration Profile List page (Configuration Menu > General > External Systems > Integration Profiles) select Add Integration Profile to open the External System wizard for configuring an integration profile.
For the Integration Type parameter, select Upload Electronic Holdings.
For the Provider parameter, select Preselect.
Add a description (optional) and select Next.

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.
Institution token ID (Client ID)	Enter the institution token ID that you obtained from Preselect.
File format	Select the KBART file format.
Group	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 Preselect integration profiles. When you have obtained multiple Preselect token IDs from Preselect you may want to create multiple integration profiles using that identification information. Note that when you have more than one active Preselect integration profile with one or more multi-campus selections made for the Group parameter, any additional active Preselect 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 Preselect integration profile job is run and multi-campus group information is 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. When you have the multi_campus_inventory_management customer parameter set to true, and multiple Preselect integration profiles, the first scheduling option that you select and save applies to all the subsequent, active Preselect integration profiles that you create. Note that when the scheduled job begins to run, all of the Preselect integration profiles that are set to Active are handled together by the job run. Any Preselect integration profiles set to Inactive are not handled as part of the scheduled job run.

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.

When you press Save in a specific Preselect integration profile, all of the Preselect integration profiles that are set to Active are run as part of the job request. Any Preselect integration profiles set to Inactive are not run as part of selecting Save. Selecting Save from an Inactive integration profile does not run the job for that integration profile or any other Preselect integration profiles set to Inactive, but runs only for the Active profiles.

This behavior of Save 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. To have a Preselect integration profile run, it needs to be set to Active.

Activating the Preselect Electronic Collections from the Alma Community Zone

The Community Zone provides the following Preselect electronic collection:

PreSelect All eJournals : Collection ID = 615400000000000569
Content-Select Global Alltitles: Collection ID= 614910000000000005

Search Alma to locate this electronic collection in the Community Zone and activate it before running the Preselect integration profile.

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.

Preserving Previous Preselect Acquisition Details

If prior to the use of Upload Electronic Holdings from Preselect you managed Preselect 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 collection.

To do this, use the following steps:

Create a set of the content type electronic collections that includes the previous collections in which you managed the Preselect titles.
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.
Select the Move electronic portfolio information job and select Next.
Select the set that you created above and select Next.
For the Target electronic collection, select the relevant Preselect collection.
Select the Move PO lines and Move licenses options and complete the required information as needed.
Select Next and review/confirm the job summary information.
Select Submit.