Taylor & Francis-OCLC collection loading through KBART Automation for managing WorldCat holdings

OCLC will connect to Taylor & Francis and automatically update our e-book holdings on a weekly basis using KBART Automation.

1. Get token from Taylor & Francis

Sign into https://uri.idm.oclc.org/login?url=https://www.taylorfrancis.com/.

Navigate to Institutional Settings and generate a Customer Reference Number (CRN). (Note, this is not our account number.)

URI's token is [see "Alma APIs and integrations" spreadsheet in GoogleDrive].

2. Configure in OCLC

Log into WorldShare Collection Manager here: https://riu.share.worldcat.org/wms/

To enable WorldCat holdings maintenance (available only to libraries with an OCLC Cataloging and Metadata Subscription), under Metadata => Collection Manager, go to Institution Settings => WorldCat Holdings. Set Maintain Holdings to Yes.

Note: Maintain Holdings was set to Yes on 12/2018 and does not need to be repeated with subsequent KBART Automation vendors activations.

Note: If you click on the name of a selected Collection, and go to the Holdings and MARC Records section, you can disable Maintain WorldCat Holdings for a particular collection.

Under Metadata => Collection Manager, uncheck "My Selected Collections" and search Provider and/or by Collection for these collections:

Taylor & Francis All eBooks [informaworld.tandfebooks]

Contact OCLC Support with the following message:

Please load my Taylor & Francis eBook titles.

My Taylor & Francis CRN is CRN96960.

My OCLC symbol is RIU.

2. Check if the load was successful

Log into WorldShare Collection Manager here: https://riu.share.worldcat.org/wms/

Under Metadata => Collection Manager, go to Scope: Activity History and look at the history for Elsevier or Search for Collection

Taylor & Francis All eBooks [informaworld.tandfebooks]

You will see in the "Updated" column when the collection was last updated and in the "Selections" column how many titles are selected.

Detailed instructions here: https://help.oclc.org/Metadata_Services/WorldShare_Collection_Manager/Choose_your_Collection_Manager_workflow/Use_Collection_Manager_for_content_from_a_specific_provider/Providers_and_contacts_for_automatic_collection_loading/Taylor_and_Francis

NOTE: As of 10/19/2020, Taylor & Francis KBART Automation is fully functional for setting e-book holdings in OCLC. ajr