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In order for records to be exported from Connexion into the Network Zone (NZ), there must be an Integration Profile set up in the Network Zone instance. Each institution then must add a Gateway Export in Connexion using the NZ credentials to enable export and overlay of records in the Network Zone.
This will mean that all institutions across the CSU will be using the same match and merge methods, normalization, and management tags, which are set in the NZ Instance of Alma. This page will document the settings used in the NZ instanced of Alma.
Optionally, an institution may choose to configure an OCLC Connexion Integration Profile in Alma that will enable the export of records from Connexion directly to their Institution Zone (IZ).
This policy applies to the setup required for importing records into the Network Zone via Connexion. This policy also outlines the system-wide settings for match, merge, normalization, and management tag settings used when importing and overlaying records from Connexion into the Alma Network Zone.
Normalization rule: CSU Remove 029,936,938,948,984 NZ (This normalization rules removes Marc fields: 029, 936, 938, 948 and 984 from the NZ record.)
Match method: Unique OCLC identifier match method
Merge rule: CSU Bib Overlay NZ.
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.
See also: Ex Libris Documentation (general instructions, does not include required Network Zone configuration)
For Alma configuration, General Systems Administrator
Create an OCLC Gateway Export in Connexion (Tools > Options > Export > Create … > OCLC Gateway Export)
If exporting from Connexion to Alma is slow, try these suggestions from Exlibris:
https://knowledge.exlibrisgroup.com/Alma/Knowledge_Articles/Connexion_export_to_Alma_is_slow
The following settings are already established in the Connexion integration profile in the NZ and are for reference only. Each institution does NOT need to configure an Alma Integration Profile for Connexion in order to use Connexion to export and overlay records into the Network Zone. Each institution ONLY needs to set credentials in Connexion as explained above.
Target Format: MARC21 Bibliographic
Normalization: CSU Remove 029,936,938,948,984 NZ
Validation: Check the data using MarcXML Bib Import
Merge:
Management Tags:
In Metadata Editor (Alma > Resource Management > Cataloging > Open Metadata Editor)
In Administration > General Configuration > Configuration Menu > External Systems
Make sure “Use network zone” box is unchecked
Add integration profile
Click Next
Edit Match and merge methods. We suggest using the same match and merge methods as the NZ:
Target Format: MARC21 Bibliographic
Normalization: CSU Remove 029,936,938,948,984 IZ
Validation: Check the data using MarcXML Bib Import
Merge:
Management Tags:
Create password (whatever you want)
Click Save
If you have set up Connexion export directly into your Institution Zone, you will need to create an additional Gateway Export for exporting to your institution zone with the password you have set in your IZ Connexion Integration Profile.
Create an OCLC Gateway Export in Connexion (Tools > Options > Export > Create … > OCLC Gateway Export)
Click Record Characteristics... and ensure the Record Standard is MARC 21 and the Character Set is UTF-8 Unicode.
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) and document procedures in Alma and Connexion |
| 9/29/2016 - Luiz, Lauren, and Marcus at Northridge discovered that OCLC Connexion Integration Profiles are set in the NZ, necessitating the need for CSU-wide policies on components of the Connexion Integration Profile (merge, match, normalization, and management tags). Emailed Import Profiles / Normalization Task Force with links from Luiz for Orbis' merge and NZ normalization policies. | Import Profiles / Normalization Task Force will develop policies for standardizing all components of the Connexion Integration Profile, including recommended merge, match, normalization, and management tags. | |
Create a Policy Statement for recommended NZ match method | Marcus Jun |
| added match method: unique oclc identifier | |
Create a Policy Statement for recommended NZ merge method | Marcus Jun |
| added info on the current merge rule, CSU Bib Overlay NZ and a link to document describing this rule | |
Create a Policy Statement for recommended NZ normalization | Marcus Jun |
| added info on normalization rule to delete Marc fields: 029,936,938,948,984 | |
Create a Policy Statement for recommended management tags (e.g., publish bibs to OCLC) | Marcus Jun |
| added info on not suppressing records from publishing | |
Where applicable, identify and write up procedures in Alma | person's name |
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