Linking Packages to a Subscription

Subscriptions can be optionally linked to journal packages and details of individual journals can be added to the subscription (the details of a journal within a subscription is called an “Issue Entitlement”)

Once a subscription has been created, to add journal (issue entitlement) details, the subscription must be linked to one or more packages (a Package is a collection of journals or other resources as sold by content providers).

You can add Packages to a subscription from the Package display, or from a Subscription display.

Linking a Package from the Subscription display

To add a package to a subscription, go to the subscription (click ‘Subscriptions’ in the Manage menu and find the subscription you wish to work with). Either click the subscription name, or if there are no packages linked to the subscription yet you can click directly on the ‘Link Package’ option provided

Link Package option on the current subscriptions screen

Once you are in the Subscription, you will need to go to the ‘Link Package’ tab. If you have clicked the ‘Link Package’ option from the Current Subscription page you will get taken directly to this tab, otherwise simply click the tab when you are viewing the subscription.

Link Package screen in a Subscription

From here you can search across all the Packages in KB+ and add one or more to your Subscription. A single Subscription can be linked to multiple Packages but how you wish to organise this is a local decision. For example, you may wish to record all JSTOR packages under a single subscription, or you may wish to record them as a Subscription per package. Both these approaches are supported in KB+.

When linking a Package you have the option to:

  • ‘Link (no Entitlements)’
    • This will link the Package to the subscription but not add any individual journal titles (issue entitlements) to the Subscription
  • ‘Link (with Entitlements)’
    • This will link the Package to the subscription and create an Issue Entitlement for each journal title in the package

If you have access to most or all of the journals in a package (e.g. a JSTOR package) you will want to choose ‘with Entitlements’. If you only have access to the minority of journals in a package (e.g. you have access to one or two journals from a publishers list) you will want to choose ‘no Entitlements’. Once you have linked a Package to a subscription you can then manage the Issue Entitlements (which allows you to add or remove entitlements which ever option you choose when you link the package as described here).

Linking a Package from the Package display

You can also link a Package to a Subscription from a Package display screen. This is simply an alternative way of linking a package, and you do not need to use both methods described here, but whichever one suits you best. In both cases the Subscription must already exist before you can link a Package to it.

First search for the package you wish to add – do this by clicking on the ‘Manage’ menu and selecting ‘All Packages’. This will get you to the Package search screen where you can search for the package you wish to link to the subscription:

Package Search

Once you have located the package you wish to use, click on the Package Name to view it and you will see the full Package display. From here you can view the details of the journals in the package, and also link the package to your subscription using the “Add package to institutional subscription” option:

Link a Package to a Subscription from Package display

When linking a Package you have the option to check the ‘Create Entitlements in Subscription’ box. If left unchecked this is the same as the ‘Link (no Entitlements)’ option, and if you check this box this is the same as the ‘Link (with Entitlements)’ option:

  • ‘Link (no Entitlements)’
    • This will link the Package to the subscription but not add any individual journal titles (issue entitlements) to the Subscription
  • ‘Link (with Entitlements)’
    • This will link the Package to the subscription and create an Issue Entitlement for each journal title in the package

Once you have linked a Package to a subscription you can then manage the Issue Entitlements.

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