Upload Electronic Holdings from Sage

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

The Sage auto-holdings integration currently covers 96% of all Sage content. See Included Content for more details.

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

Creating the Sage Integration Profile

To configure the Sage integration profile for uploading electronic holdings:

Obtain an institution token ID(s) from Sage, see Obtaining token ID from Sage.
Confirm the Sage electronic collection(s) for which you are updating holdings are active 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.
For the Integration Type parameter, select Upload Electronic Holdings.
For the Provider parameter, select Sage.
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.
Enable Books Integration Books Institution Token ID	Depending on your subscriptions with Sage, select the books and/or journals integrations checkboxes. Each of those requires a separate token. If you obtained a token for the Books integration, mark ‘Enable Books Integration’ and enter the token in the ‘Books Institution Token ID’ field.
Enable Journals Integration Journals Institution Token ID	Depending on your subscriptions with Sage, select the books and/or journals integrations checkboxes. Each of those requires a separate token. If you obtained a token for the Journals integration, mark ‘Enable Journals Integration’ and enter the token in the ‘Journals Institution Token ID ’ field.
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. 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. 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.

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 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 select to manually run the upload job.

When you press Save in a specific Sage integration profile, all of the Sage integration profiles that are set to Active are run as part of the job request. Any Sage 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 Sage integration profiles set to Inactive, but will run 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. In order to have a Sage integration profile run, it needs to be set to Active.

Activating the Sage Electronic Collections from the Alma Community Zone

The Community Zone provides the following Sage electronic collections:

Sage Monographs - AutoHoldings: Collection ID = 614920000000005760 (For the books integration)
Sage Journals - AutoHoldings: Collection ID= 614920000000005987 (For the journals integration)

Search Alma to locate those electronic collections in the Community Zone and activate them prior to running the Sage 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.

Included Content

The Sage Auto-Holdings Integration currently covers 96% of all Sage content, including Free Access content. However, certain collections, such as Open Access Journals and some monograph collections, are not yet included in the integration. These still require manual maintenance. Detailed information is provided below:

Sage Journals Auto-Holdings Collection

The Sage Journals - AutoHoldings Collection includes the entire Sage serial content, except for Open Access (OA) journals. All OA journals are available in the following Alma Community Zone collection:

Sage Journals GOLD Open Access. Collection ID: 613890000000000127

Sage Monographs Auto-Holdings Collection

The Sage Monographs - AutoHoldings collection includes Books, Reference, Navigator, Business Cases, Cases, Videos, Skills, Foundations, Podcasts, Tools Directory, Chart, Expert Insights, Project Planners, Cases, How To Guides, Datasets, and so forth.

This collection combines content from the following Alma Community Zone collections:

Sage Knowledge (CZ ID: 613790000000000598)
Sage Research Methods (CZ ID: 613230000000000028)

Excluded Content:

Sage Campus
Catalyst
CQ Press (except for CQPress Books)
CQ Researcher
Sage Data
SAGE Research Methods Foundations

To access content not included in the Sage Monographs Auto-Holdings Collection, please refer to the respective Alma Community Zone collections for these products.

For a complete list of Sage Community Zone collections NOT included in AutoHoldings integration, click here.

Obtaining Token ID from Sage

To obtain your token ID, please follow the instructions provided in How do I implement KBART Automation?

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.

Preserving Previous Sage Acquisition Details

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