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    Upload Electronic Holdings from Wiley

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    To make it easier to localize each institution's information in Alma (activate and load local coverage), Wiley provides an automated process for downloading customer holding files in KBART.
    Wiley journals and books offerings can be downloaded and localized in a single automated process. Once enabled, the process automatically downloads a KBART formatted holdings file from the Wiley platform, uploads the file, and updates your holdings in the Wiley collections. For this purpose, the following dedicated collections exist in the Community Zone that reflect all books and journals available from Wiley:
    • Wiley Online Library - AutoHoldings Books
    • Wiley Online Library - AutoHoldings Journals

    When uploading holdings using the Wiley 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. 

    All holdings, including local coverage, will be overwritten by the coverage in vendor's file.

    The Wiley institutional KBART reports are generated at 2am PT every Saturday. 

    For additional information, see the Institutional Administrative Guide on Wiley home site. 

    Creating the Wiley Integration Profile

    To configure automatic uploading of electronic holdings for Wiley:
    1. Obtain an institution token from Wiley. For information regarding how to obtain an API key from Wiley, see Obtaining the Wiley Institutional Token.
    2. Confirm that the Wiley collections for which you are updating holdings are active collections in Alma. See Activating the Wiley Electronic Collections from the Alma Community Zone for more information.
    3. 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.
    4. In the Integration type field, select Upload Electronic Holdings. The other fields on the page change to reflect your selection.
    5. In the Vendor field, select Wiley.
    6. Add a description (optional) and select Next. The second page of the wizard appears.
      integration_profile_upload_elsevier_step_2_ux.png
    7. 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 Enter the institution token ID that you received from Wiley.
      File format Select the KBART file format.
      Group
      Appears when the multi_campus_inventory_management customer parameter is set to true

      Select one or more groups from the list of multi-campus options. When the Wiley integration profile job is run, the multi-campus group information appears in the job report. (This parameter is optional, so you may also leave it blank.)

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

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

      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 Wiley integration profiles, the first scheduling option that you select and save applies to all the subsequent, active Wiley integration profiles that you create. Note that when the scheduled job begins to run, all of the Wiley integration profiles that are set to Active are handled together by the job run. Any Wiley integration profiles set to Inactive are not handled as part of the scheduled job run.
    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. 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 and Run Now in a specific Wiley integration profile, all of Wiley integration profiles that are set to Active are run as part of the job request. Any Wiley integration profiles set to Inactive are not run. Selecting Save and Run Now from an Inactive integration profile does not run the job for that integration profile or for any other Wiley integration profiles set to Inactive, but will run only for the Active profiles.

        After setting up the integration profile, clicking Save and Run Now will result in a failed job since the holdings files are not available from Wiley until after the following Saturday.
    To view the results of the job:
    1. Return to the list of integration profiles (Configuration Menu > General > External Systems > Integration Profiles) and select Job History in the row actions list for the desired profile.  
    2. In the job history, select View in the row actions list for the desired job. The report appears:
      Wiley upload report.png
      A message error "Electronic collection for update does not exist ..." appears if you activated only one of the Wiley Electronic Collections from the Alma Community Zone. You can either ignore this error message or activate the remaining Wiley collections and run the job again. 
    3. To view the Excel spreadsheet with all the uploaded records, select the "Serial actions report" and "Monograph actions report" links in the report. 

    Obtaining the Wiley Institutional Token 

    The Wiley Online Library admin dashboard allows you to generate access tokens that Alma can use to retrieve the institutional KBART holdings report.

    To obtain the institutional token:
    1. Log on to your Wiley Institutional Admin account.
    2. Select the Automated Title Lists tab from the sidebar menu. If you are administering multiple institutions, select the institution for which you want to generate the access tokens from the dropdown list.
      automated_title_lists.png
    3. To generate an access token, select “Ex Libris Alma” from the Provider dropdown list and click Generate Token.
      • If there is already an active access token for a service provider, the service provider is not listed in the dropdown list.
      • More information can be found in Wiley’s full guide.

      The access token that is generated for the selected service provider is listed in the Active tokens section.

      active_token.png

    4. In the Active tokens section, click Copy across from the service provider to copy the access token to your clipboard. 

    Activating the Wiley Electronic Collections from the Alma Community Zone

    The Community Zone provides the following Wiley electronic collections:
    • Wiley Online Library - AutoHoldings Books
    • Wiley Online Library - AutoHoldings Journals
    Prior to running the Wiley integration profile, search Alma to locate these electronic collections in the Community Zone and activate them.
    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.