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Document status

DRAFT

Area coveredCataloging, 3rd Party Integrations
Lead Author

Lauren Magnuson (Unlicensed)

Co-authors

Luiz Mendes

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.


Policy Statement

This policy applies to the setup required for importing records into the Network Zone via a Connexion Integration Profile.  This policy also outlines the system-wide settings for match, merge, normalization, and management tag settings used when importing and overlaying records in Connexion.


Best practice recommendations

Procedures in Alma

Ex Libris Documentation (general instructions, does not include required Network Zone configuration)

Permissions Needed:  

  • For Alma initial configuration, General Systems Administrator

  • To overlay NZ records from Connexion, operators must have the Cataloger role


OCLC Connexion Configuration

Create an OCLC Gateway Export in Connexion (Tools > Options > Export > Create … > OCLC Gateway Export)


  • 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)


  • Select File > Options > Set Placement of New Bibliographic Records to Network Zone

In Administration > General Configuration > Configuration Menu > External Systems

  • 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)

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

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