...
In order to use the "Search External Resources" function in the Alma Metadata Editor in the Network Zone, the external search profile must be set up in the Network Zone, which then makes the profile available to each institution. The NZ configuration is documented here for reference. Optionally, each institution can set up local credentials for using the Search External Resources function for importing records to their Institution Zone via Search External Resources.
Policy Statement
Policies related to Normalization and Merge Methods will be discussed here.This policy applies to the setup required for importing records via Alma's Search External Resources. This policy also outlines the settings for merge rules and normalization rules used when importing through Search External Resources.
Merge rule: Current merge rule is Connexion import (aka Example - Connexion import). For a comparison of this merge rule and the ones used by the Orbis Cascade Alliance (OCA) please see this google doc.
Normalization rule: CSU Remove 029,048,938 NZ (This normalization rules removes Marc fields: 029,048 and 938 from the NZ record.)
Best practice recommendations
...
| Section | Point Person | Expected Completion Date | Last action taken | Next action required | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
Articulate the need for the policy (background) and add procedure documentation |
| 10/6/2016 - Added procedures regarding setting up an IZ Search External Resources Configuration, as well as documentation related to the NZ configuration. | Norm Rules / Import Profiles Task Force to add documentation regarding recommended normalization and merge methods. | |||||||
Create a Policy Statement | Marcus Jun |
| added brief policy statement on Search External Resources and settings for merge and normalization rule. | Update normalization rule (Marc 048 should be 948) then update policy document | ||||||
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