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Optionally, an institution may choose to configure an OCLC Connexion Integration Profile in Alma that will enable the export of records from Connexion directly to their Institution Zone (IZ).

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Best practice recommendations

Connexion must be configured to exclude the Normalization rule: CSU Remove 029, 048936, and 938 from export.

Best practices for match, merge, normalization, and management tags forthcoming.

Procedures

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

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.

Procedures

See also: Ex Libris Documentation (general instructions, does not include required Network Zone configuration)

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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

• With the gateway export selected, click Field Export OptionsClick Record Characteristics...
• in the Bibliographic Records field, add the following fields: 029, 048, and 938

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• and ensure the Record Standard is MARC 21 and the Character Set is UTF-8 Unicode.

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• Close Connexion and reopen

Alma Configuration:  Network Zone Instance (no action required by individual institutions)

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   For reference, we are documenting the settings currently used in the NZ instance below.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:  Blank (none) 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:  Connexion import 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: Publish Bibliographic Recordsrecords. 

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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)

In Metadata Editor (Alma > Resource Management > Cataloging > Open Metadata Editor)

• 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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Target Format: MARC21 Bibliographic

Normalization: Blank (none) 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:  Connexion import  (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

Optional Connexion Configuration for Exporting to the Institution Zone (action optional by each institution's Connexion user)

If you have set up Connexion export directly into your Institution Zone export in Alma, you will need to create an additional Gateway Export for exporting to your institution zone with the password you have set in your IZ Connexion Integration Profile.

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• Click to select the gateway export you just created and click Apply

• With the gateway export selected, click Field Export Options

  Click Record Characteristics...

• in the Bibliographic Records field, add the following fields: 029, 048, and 938

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• and ensure the Record Standard is MARC 21 and the Character Set is UTF-8 Unicode.
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• Close Connexion and reopen

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