Upload Electronic Books Holdings from Sage
Creating the Sage Integration Profile
- Obtain an institution token ID from Sage, see Obtaining token ID from Sage.
- Confirm that the Sage electronic collection for which you are updating holdings is an active collection in Alma. For more information, see Activating the Sage 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.
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For the Integration Type parameter, select Upload Electronic Holdings.
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For the Provider parameter, select Sage.
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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 Select Active to make this an active profile. The default setting is Inactive.
Institution token ID Enter the institution token ID that you obtained from Sage. 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 Sage integration profiles. When you have obtained multiple Sage token IDs from Sage you may want to create multiple integration profiles using that identification information.
Note that when you have more than one active Sage integration profile with one or more multi-campus selections made for the Group parameter, any additional active Sage 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 Sage 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 Sage integration profiles, the first scheduling option that you select and save applies to all the subsequent, active Sage integration profiles that you create. Note that when the scheduled job begins to run, all of the Sage integration profiles that are set to Active are handled together by the job run. Any Sage integration profiles set to Inactive are not handled as part of the scheduled job run.
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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.
Activating the Sage Electronic Collections from the Alma Community Zone
- Sage Books: Collection ID = 614920000000005760
- Sage Complete: Collection ID= 61111092947545000
Search Alma to locate this electronic collection in the Community Zone and activate it before running the Sage integration profile.
Obtaining Token ID from Sage
To obtain your ID please log in to your Secure Center account and follow the instructions we’ve provided in our FAQ Knowledgebase. If you don’t have a Secure Center account and/or credentials please reach out to your Sage Account Support representative or libsupport@sagepub.com. If you have specific KBART questions, please reach out to tech support at onlinesupport@sagepub.co.uk. URL for the “FAQ Knowledgebase”: https://sagepub.libanswers.com/product/faq/400407.
Preserving Previous Sage Acquisition Details
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Create a set of the content type electronic collections that includes the previous collections in which you managed the Sage titles.
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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.
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Select the Move electronic portfolio information job and select Next.
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Select the set that you created above and select Next.
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For the Target electronic collection, select the relevant Sage collection.
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Select the Move PO lines and Move licenses options and complete the required information as needed.
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Select Next and review/confirm the job summary information.
- Select Submit.