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NOTE:  THESE PROCEDURES ARE IN DRAFT STATUS AND ARE SUBJECT TO CHANGE PRIOR TO GO-LIVE.

Background

In order for records to be exported from Connexion into the Network Zone (NZ), there must be an Integration Profile set up in the Network Zone instance.  Each institution then must add a Gateway Export in Connexion using the NZ credentials to enable export and overlay of records in the Network Zone.  

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Normalization rule: CSU Remove 029,936,938,948,984 NZ (This normalization rules removes Marc fields: 029, 936, 938, 948 and 984 from the NZ record.)

Match method: Unique OCLC identifier match method

Merge rule: CSU Bib Overlay NZ. For a comparison of this merge rule and the ones used by the Orbis Cascade Alliance (OCA) please see this google doc.

Management tags: Regarding Synchronize with External Catalog (i.e. adding holdings to OCLC) it is unknown how this function would work because the Connexion integration profile is set up at the NZ level and applies CSU-wide. From Alma documentation it seems like publishing holdings to OCLC should be established at the institution level. At the institution level there is a configuration in Alma to synchronize holdings with OCLC.

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• Host Name: alma.exlibrisgroup.com
• Port: 5500
• Timeout: 90 Retries: 3 Delay:0
• Remember to click Send Local System Logon Id and Password before inputting:
• Logon ID: 01CALS_NETWORK
• Password: Contact CO (Sarina Sinick)
• Click Ok
• Name your Gateway Export something like "Alma NZ" to differentiate it

If exporting from Connexion to Alma is slow, try these suggestions from Exlibris:
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Connexion_export_to_Alma_is_slow

• Click to select the gateway export you just created and apply

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The following settings are already established in the Connexion integration profile in the NZ and are for reference only. Each institution does NOT need to configure an Alma Integration Profile for Connexion in order to use Connexion to export and overlay records into the Network Zone.  Each institution ONLY needs to set credentials in Connexion as explained above.

Please note that the Import Profiles Task Force continues to investigate the optimal settings for this import profile and these settings listed below are subject to modification.

Target Format: MARC21 Bibliographic

Normalization: CSU Remove 029,936,938,948,984 NZ

Validation:  Check the data using MarcXML Bib Import

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• Serial Match Method:  Unique OCLC Identifier
• Non-Serial Match Method:  Unique OCLC Identifier
• Merge Method:  CSU Bib Overlay NZ
• Do not override/merge a record with a lower brief version (unchecked)
• Do not override merge record with an older version (Disabled)

Management Tags:

• Synchronize with External Catalog (i.e. adding holdings to OCLC): It is unknown how this function would work because the Connexion integration profile is set up at the NZ level and applies CSU-wide. From Alma documentation it seems like publishing holdings to OCLC should be established at the institution level. At the institution level there is a configuration in Alma to synchronize holdings with OCLC.

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• : Publish Bibliographic records. 

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Optional Alma Configuration: Institution Zone Instances (to enable export from Connexion directly into your Institution Zone - action optional by each institution)

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• Select File > Options > Set Placement of New Bibliographic Records to Network Local Zone

In Administration > General Configuration > Configuration Menu > External Systems

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Normalization: CSU Remove 029,936,938,948,984 IZ

Validation:  Check the data using MarcXML Bib Import

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• • • Serial Match Method:  Unique OCLC Identifier
    • Non-Serial Match Method:  Unique OCLC Identifier
    • Merge Method:  (You may need to create a new merge rule for merging in the IZ. A merge rule written for the NZ (Example: CSU Bib Overlay NZ) will not protect local fields when merging in the IZ.)
    • Do not override/merge a record with a lower brief version (unchecked)
    • Do not override merge record with an older version (Disabled)

Management Tags:

• • • Synchronize with External Catalog: Publish Bibliographic Records

• Create password (whatever you want)

• Click Save

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