Ex Libris documentation: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/090Integrations_with_External_Systems/030Resource_Management/110Publishing_to_OCLC
Open a DataSync collection with OCLC. If the library participated in the Minitex DataSync Project during the summer of 2018, please check with OCLC if you need to open a new DataSync collection. You may be able to use the same collection ID.
If your institution catalogs under multiple OCLC symbols, open a support ticket with OCLC and ask for a Group Symbol. You will need to list all OCLC symbols in the email. Let OCLC know that you will be mapping holdings information to the 995.
Ask OCLC for your username and password to the OCLC FTP server.
Coordinate with OCLC when to send a set of sample records.
Log into your WorldShare account, click on the Metadata tab -> Collection Manager -> Create a Collection
Collection type, choose Data Sync Collection, select Sync Data Type.
Property Screen accordion
Enter a Collection Name
Group, choose yes if you requested a group symbol, no if cataloging under one OCLC symbol.
Third-Party/Consortia Name enter PALS
Original Data Format will be MARC
Use Record Status for Processing choose Yes
Description enter: Please set up a collection to bypass OCN matching, allow for record deletion.
Bypassing OCN matching ensures that no new records are created with minimal differences between your Alma bib record and the OCLC record. Creating original bibliographic records needs to happen in Connexion.
Initial Estimate for Record Count, enter the approximate size of your physical collection.
Provider: Ex Libris
System Name: Alma
Version: Use current month (releases change every month)
OCLC Number Locations: 035$a
Local System Number Locations: 001
Limit Added Records to WorldCat Staging: No
Use Language of Cataloging (040$b): Yes
Do not enter anything in “Excluded Information for Control/Fixed and Variable Fields.”
Enable MARC Record Delivery: No
Add S/FTP Connection
Enter a name, for example; Library symbol OCLC Publishing
The server address will be filex-m1.oclc.org.
Port is 22
Select the “is full path” button
Select “Ftp Server Secured”
Enter Username and Password provided to you by OCLC
Click Test FTP to make sure the FTP connection works
Configuration -> Resources -> Record Export -> Map Holdings fields into Bib record OCLC
Enter targetCode = 995
HoldingTag = 852
HoldingSubfield = b
bibTag = 995
bibSubfield = a
Configuration -> Resources -> Record Export -> Institution OCLC symbol
Add Row (if you are a multi-campus institution with separate OCLC symbols, enter every OCLC symbol)
Library code from 852 $b
Symbol = OCLC code
Leave the Location Code blank
Click Add Row
Resources menu -> Publishing -> Publishing Profile
Choose Edit from the Action menu associated with “Publish bibliographic record (DataSync) to OCLC” for bib records.
Enter your OCLC institution symbol.
Enter your DataSync number in Collection ID.
At this time, please leave the Publishing Parameters status inactive. Once OCLC approves the data sync project change the status to active and choose publishing mode as Baseline. The baseline job will mark all records currently in Alma. After the Baseline job runs, Alma will automatically switch the publishing mode to Incremental.
Scheduling at this time needs to be Not Scheduled.
Enter an email address for notification when the job completes.
FTP configuration, from the drop-down, select the FTP integration configured earlier.
Leave sub-directory blank
Save the set of bibliographic records.
Run the job “Bib OCLC Republish Set of Titles.”
The set of records will publish out to the OCLC server.
Create a set of records that have currently have a management tag = don’t publish. Any records with a management tag ‘don’t publish’ will publish to OCLC as deleted (LDR 5.1 d).
Advanced search physical titles search
Permanent physical location equals choose all location, except for Borrowing Requests PLUS
Tag Sync External Catalog = Don’t Publish
Save the set
Admin -> Run a job -> Synchronize Bib records with external catalog
Choose Publish Bibliographic records
Run the job. The job will flip records from Don’t Publish to Publish.
Once OCLC approved the data sync project, change the schedule to once a day at 5 AM or once a week on Saturday. (The Baseline job will run the next time the schedule indicates). The Baseline job will mark all records as “present” in Alma. After the Baseline job runs, Alma will automatically switch the publishing mode to incremental.
Resources menu -> Publishing -> Publishing Profile
Choose Edit from the Action menu associated with “Publish bibliographic record (DataSync) to OCLC” or from “Publish your Local Holdings Records (LHRs) to OCLC.”
Select Publishing Mode to Baseline and the Status to Active.
Anytime a holding or a bibliographic record is added to Alma, the publishing profile pushes the record to OCLC according to the schedule in the publishing profile.
If you kept your holdings up-to-date with OCLC, it might not be necessary to run the Republish Set of Titles jobs. Please seek the advice of your OCLC Data Sync Specialist.
Set Management Tag tab of the import profile.