Page Comparison

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Roles Needed

• Cataloging Administrator

Metadata Editor: Copy the Merge method from the NZ to your IZ

Open the Metadata Editor (Alma > Resource Management > Cataloging > Open Metadata Editor).  Go to File > Options, and change the Placement of new rules to Local and click Save.

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In the left panel of the Metadata editor, locate the Rules menu and click on Merge Rules.

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Click Shared.  Locate the merge rule and click on it.  A menu will appear.  Select Duplicate.  This will make a copy of the Network Zone rule to your local Institution Zone.

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Provide a name and description for the rule (we suggest the Name and Description to be Connexion import for IZ).  Ensure the rule is shared and enabled, and click Save.  Now the merge rule will be available for you to select in your Resource Management Configuration.

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Alma Resource Management Configuration

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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 /overlay only in 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 Local

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