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Select the Merge Method "Overlay All Fields but Local" and enter credentials provided by Sarina Sinick (Unlicensed) at the Chancellor's Office (the credentials consist of a nine-digit OCLC authorization and password, and use this syntax:  username/password.  Click Save.

Note:  Ensure


Troubleshooting Tips

  • Ensure that in the Metadata Editor, you have set the placement of New Records setting (File > Options) to be the Network Zone.
  • If you first open the Search External Resources screen from the Alma menu and get an error, you might try opening opening the Metadata Editor first (Alma > Resource Management > Cataloging > Open Metadata Editor).  Then open Search External Resources by going to Tools > Search External Resources

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date