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Background
In order to use the "Search External Resources" function in the Alma Metadata Editor in the Network Zone, the integration external search profile must be setup set up in BOTH the Network Zone and the Institution Zone, and each profile must be identical, and use the same credentials. , which then makes the profile available to each institution. The NZ configuration is documented here for reference. Optionally, each institution can set up local credentials for using the Search External Resources function for importing records to their Institution Zone via Search External Resources.
Policy Statement
Best practice recommendations
When setting up an external search profile for your IZ, it is recommended to ask OCLC to generate a set of credentials that your institution only uses for the external search profile (in other words, it is not recommended to re-use an existing staff member's Connexion authorization). You can manage OCLC authorizations used for cataloging using the OCLC Access & Authorizations form.
Network Zone Setup (for Reference only; No Action Required):
Optional Procedures in Alma for Configuring External Search import for Institution Zone
In Alma, go to Resource Management > Resource Configuration > Configuration Menu > External Search Resources. Click "Add Resource". In the search box, type WorldCat, and click Search. You'll see several resources with WorldCat in the name; select WorldCat (OCLC).
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Select the Merge Method "Overlay All Fields but LocalConnexion import" and enter credentials provided by Sarina Sinick (Unlicensed) at the Chancellor's Office (the OCLC Connexion Credentials (the credentials consist of a nine-digit OCLC authorization and password, and use this syntax: username authorization/password. Click Save.
Troubleshooting Tips
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Choose whether to import into the Network Zone or the Institution Zone
To choose whether to use the Network Zone external search profile (which will enable importing to the Network Zone as well overlaying existing Network Zone records) or use your locally set up profile and import only to the IZ:
Go to Alma > Resource Management Search External Resources
Select File > Options:
To import to the NZ, change Placement of New Bibliographic Records to Network Zone
To import to the IZ, change Placement of New Bibliographic REcords to Institution Zone.
Troubleshooting Tips
- If you first open the Search External Resources screen from the Alma menu and get an error, you might try opening opening the Metadata Editor first (Alma > Resource Management > Cataloging > Open Metadata Editor). Then open Search External Resources by going to Tools > Search External Resources
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
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Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date