Via KBART Automation ("Automatic holdings", "Automated title list updates", "Automatic collection loading", "AutoLoading") we can automatically update your holdings in several library systems:
After setting up the integration, no more actions are needed on your part. This replaces the manual workflow.
If an issue occurs, the following guides may help you solve it. Contact customer support if you need assistance.
- KBART Automation set-up help
- If no holdings appear in your library system
- If some holdings are missing in your library system
KBART Automation set-up help
Get your institution’s token
Go to the Content page of the Librarian Portal. If you administer several organisations, make sure the correct one is selected in the toggle at the top of the page. The token is listed under the heading "Automated title list updates / automatic collection loading”.
Use the guides from your system provider
- How to set up the integration with Alma (on exlibrisgroup.com).
- How to set up the integration with SFX (on exlibrisgroup.com).
- How to set up the integration with 360 Core (on exlibrisgroup.com)
- How to set up the integration with Intota (on exlibrisgroup.com)
- How to set up the integration with WorldShare (on oclc.org).
- How to set up the integration with TDNet Discover (on tdnethelp.zendesk.com)
- How to set up the integration with Ovid Discovery (on tools.ovid.com)
- How to set up the integration with Soutron (on support.soutron.net)
If no holdings appear in your library system
Check the organisation
If you administer more than one organisation, make sure that the correct organisation is selected in the header of the Content page of the Librarian Portal.
Check the token
Make sure that the token is entered in your library system exactly as on the Content page of the Librarian Portal. We recommend that you copy and paste the token rather than type it in manually.
Alma institution token issue
If your institution token contains characters other than 0-9 and a-z, contact customer support and ask for a new Ex Libris KBART Automation institution token to be generated. Please follow the other troubleshooting steps before you ask for the new institution token as most issues are not caused by this Alma bug.
If some holdings are missing in your library system
Check the holdings lists
Go to the Content page of the Librarian Portal and download the files called "Licensed Journals" and/or "Licensed eBooks". The content of these files is exactly what is used for the KBART Automation. Look in the files for the missing content.
- If the content exists in the files, but not in your library system, then contact Ex Libris, OCLC, TDNet, Ovid, or Soutron depending on which is your discovery service provider.
- If the content does not exist in the files, contact our customer service team or your licensing manager.