Background
In order to use the "Search External Resources" function in the Alma Metadata Editor in the Network Zone, the integration profile must be setup in BOTH the Network Zone and the Institution Zone, and each profile must be identical, and use the same credentials.
Policy Statement
Best practice recommendations
Procedures in Alma
In Alma, go to Resource Management > Resource Configuration > Configuration Menu > External Search Resources. Click "Add Resource". In the search box, type WorldCat, and click Search. You'll see several resources with WorldCat in the name; select WorldCat (OCLC).
Select the Merge Method "Overlay All Fields but Local" and enter credentials provided by Sarina Sinick (Unlicensed) at the Chancellor's Office. Click Save.
Note: Ensure that in the Metadata Editor, you have set the placement of New Records setting (File > Options) to be the Network Zone.
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) |
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Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date