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Merge rule: If you merge a record imported through Search External Resources and an existing record, Alma treats the external resource record as the primary record. Therefore a merge rule for records imported from OCLC Connexion and records imported through an import profile will not work for Search External Resources. For a discussion of these scenarios, please see this Exlibris documentation.
For an example of a merge rule for Search External Resources please see the rule, "Replace all fields except local data and match keys".
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Roles Needed
- Cataloging Administrator
Metadata Editor: Copy the Merge method from the NZ to your IZ
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Alma
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Resource Management
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In the left panel of the Metadata editor, locate the Rules menu and click on Merge Rules.
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.
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.
Alma Resource Management Configuration
In Alma, go to Resource Management > Resource Configuration > Configuration Menu > External Search Resources. Click "Add Resource". In the Name box, type WorldCat, and click Find Resources. You'll see several resources with WorldCat in the name; you're going to use WorldCat (OCLC). On the far right of the WorldCat (OCLC) result, click Actions > Select Resource.
Select the Merge Method and enter OCLC Connexion Credentials (the 
Enter OCLC Connexion Credentials. The credentials consist of a nine-digit OCLC authorization and password, and use this syntax: authorization/password. Click Save.
Choose whether to import into the Network Zone or the Institution Zone When Cataloging
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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