Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Document status

DRAFT

Area coveredCataloging, 3rd Party Integrations
Lead Author

Luiz Mendes

Co-authors

Lauren Magnuson (Unlicensed), Micah Jeffries, Marcus Jun, Moon Kim, Elizabeth Rallos, Jeremy Hobbs

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)

  • Click Next

  • Edit Match and merge methods following the values shown below

  • Input password provided by CO (Sarina Sinick)

  • Click Save



Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

Lauren Magnuson (Unlicensed)

 

9/29/2016 - Luiz, Lauren, and Marcus at Northridge discovered that OCLC Connexion Integration Profiles in the NZ and each CSU IZ needs to be identical, 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.


Create a Policy Statement for recommended NZ match method

 



Create a Policy Statement for recommended NZ merge method


 



Create a Policy Statement for recommended NZ normalization

 



Create a Policy Statement for recommended management tags (e.g., publish bibs to OCLC)

 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  • Type your task here, using "@" to assign to a user and "//" to select a due date
  • No labels