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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." For a comparison of this merge rule and the ones used by the Orbis Cascade Alliance (OCA) please see this google docIf you merge a record imported through Search External Resources and an existing record, Alma treats the external resource record as the primary record. Therefore a merge rule written for records imported from Connexion and records imported through an import profile will not work for Search External Resources. For a discussion of these scenarios, please see this Exlibris documentation.
For an example of a merge rule for Search External Resources please see the rule, "Replace all fields except local data and match keys". This merge rule is also save and shared as CSU Search External Resources merge rule.
Normalization rule: CSU Remove 029,938,948 (This normalization rules removes Marc fields: 029, 938 and 948 from the NZ record.)
Best practice recommendations
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Roles Needed
- Cataloging Administrator
Metadata Editor: Copy the
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Merge method from the NZ to your IZ
Open the Metadata Editor (Alma > Resource Management > Cataloging > Open Metadata Editor). Go to File > Options, and change the Placement of new rules to Local and click Save.
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Click Shared. Locate the Connexion import Merge merge rule and click on it. A menu will appear. Select Duplicate. This will make a copy of the Network Zone rule to your local Institution Zone.
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In Alma, go to Resource Management > Resource Configuration > Configuration Menu > External Search Resources. Click "Add Resource". In the Name box, type WorldCat, and click Find Resources. You'll see several resources with WorldCat in the name; you're going to use WorldCat (OCLC). On the far right of the WorldCat (OCLC) result, click Actions > Select Resource.
Select the Merge Method "Connexion import" and enter OCLC Connexion Credentials (the credentials consist of a nine-digit OCLC authorization and password, and use this syntax: authorization/password. Click Save.
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