Fields: Importing packages from the EBSCO Knowledge Base

The EBSCO Kb page is where you can search the EBSCO Knowledge Base by package name, title, or vendor name. From the list of search results, you can view additional details about each matching package or title. From here, you can choose to import package details into the Resources module.

Provider

Specifies the organization that BLUEcloud eRM should associate with the resource that is created for this package. If an organization already exists in BLUEcloud eRM with the same name as the vendor associated with the package, BLUEcloud eRM displays the name of the matching organization. If BLUEcloud eRM did not find any matching organization, then you can select one of the following options to specify a Provider instead:

  • Import—creates a new organization in BLUEcloud eRM using the name of the vendor associated with the package.

  • Alias—creates an alias for an existing organization using the name of the vendor associated with the package.

  • Override—lets you specify an existing organization to use and ignores any of the vendor information from EBSCO Knowledge Base.

  • Parent or Child—creates a new organization in BLUEcloud eRM and associates the new organization with an existing organization as a parent or child relationship (depending on your selection).

Package Titles

Specifies which title information should be imported. A note displays how many titles within the package your library has associated with its EBSCO account. You can select the following options:

  • Selected titles only—creates a new resource for each selected title within the package—that is to say, for each title that is part of your library's holdings.

  • No titles—creates a new resource for the package, but does not import any title information.

  • All titles—creates a new resource for each title within the package, including any titles that are not selected.

Workflow Options

Specifies whether a new workflow should be started for only the package, or for the package and each title the package contains. For more information about resource workflows, see Controlling a resource's workflow.

Format

Specifies the Format that should be associated with the resources that BLUEcloud eRM creates while importing this package and its titles. You can configure the Resource Formats that are available in your system on the Resources module Admin page (for more information, see Resource Formats).

Acquisition Type

Specifies the Acquisition Type that should be associated with the resources that BLUEcloud eRM creates while importing this package and its titles. You can configure the Acquisition Types that are available in your system on the Resources module Admin page (for more information, see Acquisition Types).

Package Resource Type

Specifies the Resource Type that should be associated with the resource that BLUEcloud eRM creates for this package. This setting does not affect the Resource Type associated with the package's titles because BLUEcloud eRM automatically imports the Resource Type for any resource that it creates from a package's titles. You can configure the Resource Types that are available in your system on the Resources module Admin page (for more information, see Resource Types).

Notes

Specifies any additional notes that you want to include for the resources imported.