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Best practices for match, merge, normalization, and management tags:


Image Added

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

Match method: Unique OCLC identifier match method

Merge rule: Current merge rule is "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 029,938,948 NZ (This normalization rules removes Marc fields: 029, 938 and 948 from the NZ record.)

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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