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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.
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Configuration
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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 Enter OCLC Connexion Credentials (the Credentials. The credentials consist of a nine-digit OCLC authorization and password, and use this syntax: authorization/password. Click Save.
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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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