Hi Kate/Jonathan.

Thanks Jonathan for replying!

Additional information from the manual about importing KBART files using
the Electronic Resource Management (ERM) module
https://koha-community.org/manual/latest/en/html/erm.html#import-a-new-local-title-record-from-a-kbart-file

David


On Mon, 17 Mar 2025 at 23:22, Field, Jonathan <
jonathan.fi...@ptfs-europe.com> wrote:

> Hi Kate,
> So, this is importing via KBART files rather than MARC files?
> Koha supports importing via KBART. When you do so there is an option to
> create bibliographic records for the catalogue or not.
> If you do then it will display them in the print catalogue. Koha doesn't
> have a native discovery service though. It integrates with all the big
> providers, EDS, Summon, Primo, TDNet etc. In the case of EBSCO EDS there is
> a real-time API integration with that so that any titles or packages you
> add/remove in Koha ERM automatically activate (or deactivate) in EDS. That
> eliminates the need for KBART files.
>
> As you are in the UK (and so are we!) please feel free to reach out to me
> (or us) directly and we can talk it through. Maybe easier that way? Email
> me or supp...@ptfs-europe.com
> Thanks
> Jonathan
>
> On Sat, 15 Mar 2025 at 23:32, Kate Phillips <kate.phill...@cambridge.org>
> wrote:
>
>> Thank you ever so much David, for getting back to me with such a detailed
>> reply – this is very much appreciated ☺
>>
>> The first stage of my query is really to find out how the customer would
>> be able to activate our Open Access collection using KOHA? With other LMS
>> providers, they link to our KBART lists, which can be found on our KBART
>> page on Core:
>>
>> KBART title lists<
>> https://www.cambridge.org/core/services/librarians/kbart>
>>
>> And it would specifically be these collections: Cambridge Open Access
>> Books and Elements<
>> https://www.cambridge.org/core/services/aop-cambridge-core/kbart/metafile/92D1CE83ECFF43864D745AFDD47F440C/Cambridge%20Open%20Access%20Books%20and%20Elements>
>> and Cambridge Journals: All Gold Open Access Journals<
>> https://www.cambridge.org/core/services/aop-file-manager/file/67a1006e4ad3f682f1357c7d>
>> that they are most interested in activating via KOHA.  Do you import our
>> collections for users to activate in the way that other LMS providers do?
>> Our customer is wanting to know how they can activate the 2 collections on
>> KOHA but I am unsure how our collections appear with you or how you have
>> gotten the metadata for these so if anyone is able to advise further on
>> this it would be a huge help.  I think, usually, if a customer activates
>> one of our collections on their LMS, it then automatically sends them the
>> MARC records for that collection (as we also send these to the providers
>> separately) so I did further wonder if this is how it works on KOHA, or
>> what the process would be.  It would be very useful to find out how it all
>> works and to be in touch more closely to see if we can help with any of
>> this.  Is there a contact that deals with the publisher side of things who
>> I could talk to possibly?
>>
>> Thank you ever so much again for all of your help with this,
>> Kate
>>
>> Kate Phillips
>> Senior Discovery Liaison Executive
>> Cambridge University Press
>> kate.phill...@cambridge.org
>> Shaftesbury Road, Cambridge CB2 8EA
>> cambridge.org/universitypress<https://www.cambridge.org/universitypress>
>> | Facebook<https://www.facebook.com/CambridgeUP> | Twitter<
>> https://twitter.com/CambridgeUP> | LinkedIn<
>> https://www.linkedin.com/showcase/cambridgeuniversitypress/> | Instagram<
>> https://www.instagram.com/cambridgeuniversitypress/> | YouTube<
>> https://www.youtube.com/@CambridgeUP>
>>
>> From: David Nind <da...@davidnind.com>
>> Sent: 11 March 2025 23:56
>> To: Kate Phillips <kate.phill...@cambridge.org>
>> Cc: koha@lists.katipo.co.nz
>> Subject: Re: [Koha] Contact from Cambridge University Press
>>
>> External: This email originated from a source outside Cambridge
>> University Press & Assessment. Do not click on links or open attachments
>> unless you recognise the sender and you know the content is safe.
>>
>> Hi Kate.
>>
>> Thanks for your query!
>>
>> I thought I'd try and clarify what you are asking, and then hopefully
>> others on the list and from the Koha Community can provide some input as
>> well.
>>
>> As I understand your query:
>> - There is a library you know that uses Koha for their library management
>> system (yeah! the Koha Community is always happy to hear about libraries
>> using Koha!)
>> - Cambridge University Press publishes open access journals, books, and
>> other materials; and maintains high quality MARC records
>> - You would like to help libraries using Koha (and probably other
>> systems) to get your MARC records into their library management system, so
>> they are discoverable in their system
>>
>> Some ideas on how this could happen:
>> - The library using Koha could import your MARC records (either in MARC
>> or MARCXML format): this is a standard cataloguing process in Koha
>> (Cataloging > Import)
>> - You could make your records available in a number of ways:
>>   . Available as a download somewhere (there are many options, depending
>> on how they are made available and what is included, such as just new
>> records, updated records, or all the records)
>>   . If you provide and maintain a Z39.50/SRU service (like the Library of
>> Congress, other National, and many individual libraries do), and the
>> library could import using the import directly from your Z39.50/SRU service
>>   . Some other way...
>>
>> For the Koha side (very simply), it has MARC frameworks that set out the
>> MARC21 (or UNIMARC) tags and subfields to use for records and individual
>> items. Things like authorised values can be used to control lookup fields,
>> and item types and other fields that can be used to display and categorise
>> records. There is also support for authority records for better searching.
>> Maybe looking at one of the demo catalogs for the OPAC would help
>> https://koha-community.org/demo/<https://koha-community.org/demo/> In
>> addition, many libraries use a discovery layer as well (such as Aspen or
>> VuFind) to bring together records from their own catalogue, electronic
>> resources, and other databases.
>>
>> Koha is free and open source software - libraries have the choice of
>> installing and supporting Koha themselves, or using one of the many support
>> providers around the world (including those in the UK). It is developed by
>> a world-wide community of libraries, support companies, and individuals
>> around the world. (There is not one vendor to go to, which could be
>> confusing for organisations not used to this model 8-).)
>>
>> Importing records in MARC or MARCXML format is a standard feature in
>> Koha, so this is probably the easiest way for them to get your records into
>> their system.
>>
>> My initial suggestion is that the library you are in contact with should
>> talk to their support provider, if they have one.
>>
>> Or the answer could be something else!
>>
>> David Nind
>> New Zealand
>>
>> On Wed, 12 Mar 2025 at 09:44, Kate Phillips <kate.phill...@cambridge.org
>> <mailto:kate.phill...@cambridge.org>> wrote:
>> Hello,
>>
>> I have received an email from a mutual customer asking how to activate
>> our open access material in KOHA but I have not dealt with this before and
>> would really like to talk to someone about how our collections are
>> presented in your system and whether there is anything that I can do to
>> help facilitate the ingestion of our metadata.  We have a cataloguing
>> librarian who enhances our MARC records to a very high standard and we
>> could also send these to you if someone is able to tell me how we would go
>> about doing this.
>>
>> I would be very grateful if someone could get back to me about this asap.
>>
>> Many thanks,
>> Kate
>>
>> Kate Phillips
>> Senior Discovery Liaison Executive
>> Cambridge University Press
>> kate.phill...@cambridge.org<mailto:kate.phill...@cambridge.org>
>> Shaftesbury Road, Cambridge CB2 8EA
>> cambridge.org/universitypress<http://cambridge.org/universitypress><
>> https://www.cambridge.org/universitypress<
>> https://www.cambridge.org/universitypress>> | Facebook<
>> https://www.facebook.com/CambridgeUP<https://www.facebook.com/CambridgeUP>>
>> | Twitter<https://twitter.com/CambridgeUP<https://twitter.com/CambridgeUP>>
>> | LinkedIn<https://www.linkedin.com/showcase/cambridgeuniversitypress/<
>> https://www.linkedin.com/showcase/cambridgeuniversitypress/>> |
>> Instagram<https://www.instagram.com/cambridgeuniversitypress/<
>> https://www.instagram.com/cambridgeuniversitypress/>> | YouTube<
>> https://www.youtube.com/@CambridgeUP<https://www.youtube.com/@CambridgeUP
>> >>
>>
>>
>> Cambridge University Press & Assessment is the publishing and assessment
>> department of the University of Cambridge. The corporate title of the
>> University is The Chancellor, Masters, and Scholars of the University of
>> Cambridge. Our principal office is at Shaftesbury Road, Cambridge, CB2 8EA,
>> United Kingdom, with registered VAT number GB 823 8476 09. We are a
>> not-for-profit organisation and an exempt charity under the Charities Act
>> 2011.
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>>
>> Cambridge University Press & Assessment is the publishing and assessment
>> department of the University of Cambridge. The corporate title of the
>> University is The Chancellor, Masters, and Scholars of the University of
>> Cambridge. Our principal office is at Shaftesbury Road, Cambridge, CB2 8EA,
>> United Kingdom, with registered VAT number GB 823 8476 09. We are a
>> not-for-profit organisation and an exempt charity under the Charities Act
>> 2011.
>>
>> Disclaimer
>> This email is intended solely for the recipient and may contain
>> confidential information. If you have received this email in error, please
>> let us know and then delete the original email and any attachments. Do not
>> use, copy or disclose the contents of this email or any attachment. Any
>> views or opinions in this email are solely those of the author and do not
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>
>
> --
>
> *Jonathan Field*
>
> Managing Director
>
> PTFS Europe
>
> [image: Phone icon] M: +44 7919 372002 | T: +44 1483 378728 ext. 1000
>
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