Intota: Automated Holdings for Springer Nature

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Auto-holdings management saves you time and effort by automating the exchange of ebook and ejournal holdings (subscribed titles) with provider Springer Nature. Based on the NISO RP-26-2019 standard for KBART automation, the process ensures timely and accurate holdings updates without staff mediation.

Highlights

Updates occur weekly, generally in the Saturday/Sunday timeframe.
The updates impact databases Springer Online Journals Complete (SOJ) and Springer Books (SBO), so you must subscribe to the database to receive updates.
Each weekend Ex Libris calls a Springer Nature API endpoint and retrieves a KBART-formatted file to upload on your behalf.
You must obtain a token and grant permission to Springer Nature to provide your holdings to Ex Libris: https://support.springernature.com/en/support/solutions/articles/6000232613-set-up-and-troubleshoot-kbart-automation.

Configuring Automated Holdings Management for Subscribed Titles

The databases Springer Online Journals Complete (SOJ) and Springer Books (SBO) support auto-management of ebook and ejournal subscriptions across Springer Nature databases. When auto-management is enabled, title statuses are updated to either Subscribed or Not Tracked in the Springer Nature database.

Intota libraries should continue to use the individual Springer Nature databases to record e-resource management data (such as payments, renewals, contacts, notes, and so forth).

When a title's status is set to Subscribed, it inherits the Display In settings from the Springer Nature database and appears in the following discovery services: E-Journal Portal, 360 Link, and/or Summon.

To enable auto-holdings management for subscribed titles in supported Springer Nature databases:

Search for the one or both of the databases Springer Online Journals Complete (SOJ) and Springer Books (SBO) and edit the About section.
Change the Status field to a value other than Not Tracked, and then specify the following fields:
- Title Coverage – Select the ONLY SELECTED titles option to enable the system to manage only the titles to which you have access.
- Automate Holdings – Select the Automatic option.
- Token – Enter your 16-character Springer Nature token.
Edit the relevant Discovery section Display In values.

Automated holdings updates are processed in the same manner as standard Intota services and Summon discovery updates. For 360 Link, the EJP, and 360 MARC Updates: once your holdings are processed in the daily cache refresh, updated holdings will be available to your end users. Once the Summon Index has received your updated holdings, they will be available to your end users. Frequency of the Summon Index updating process is described in this article.

Tips

After the auto-holdings management has been enabled, turn off the Display In discovery settings for any other individual Springer Nature databases (such as Springer Images (2WA), Springer Materials (KDP), and so forth) to prevent duplicate holdings in discovery.
To disable auto-holdings management, remove the Token value and save the change.

Considerations for Intota Clients

Even though discovery will now be managed using the Springer Nature database, the subscription databases that you license from Springer Nature should still be used to record e-resource management data (such as payments, renewals, contacts, notes, and so forth).

Updated titles display a status of Subscribed, but custom statuses (such as Purchased or License Negotiation) cannot be applied while using Automated Holdings Management.