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Background
In order for records to be exported from Connexion into the Network Zone, there must be an Integration Profile set up in the Network Zone instance. Each institution must also have a Connexion Integration Profile that has identical settings to the profile in the Network Zone, including a matching Authorization password. This will mean that all institutions across the CSU will be using the same match and merge methods, normalization, and management tags, and each institution must set up their Connexion Integration Profile in an identical way.
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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
- Click Apply
- Close Connexion and reopen
Alma Configuration
In Metadata Editor (Alma > Resource Management > Cataloging > Open Metadata Editor)
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- Select Integration Profiles
- Create a new profile
Make sure “Use network zone” box is checked
Add integration profile
- Create Code / Name for integration (can be whatever you want, but code should be unique)
Click Next
Edit Match and merge methods following the values shown below
Input password provided by CO (Sarina Sinick)
Click Save
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
| 9/29/2016 - Luiz, Lauren, and Marcus at Northridge discovered that OCLC Connexion Integration Profiles in the NZ and each CSU IZ needs to be identical, necessitating the need for CSU-wide policies on components of the Connexion Integration Profile (merge, match, normalization, and management tags). Emailed Import Profiles / Normalization Task Force with links from Luiz for Orbis' merge and NZ normalization policies. | Import Profiles / Normalization Task Force will develop policies for standardizing all components of the Connexion Integration Profile. | |
Create a Policy Statement for recommended NZ match method |
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Create a Policy Statement for recommended NZ merge method |
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Create a Policy Statement for recommended NZ normalization |
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Create a Policy Statement for recommended management tags (e.g., publish bibs to OCLC) |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date