Resource Management Resources

OCLC and Importing Bibliographic Record

Setting up Connexion for Alma: Step-by-step instructions to set up the OCLC Connexion Client to export bibliographic records from OCLC to Alma. Video
Importing Bibliographic Records from Connexion to Alma, learn how to use MARC field 949 to create inventory in Alma. Using an import profile to import bibliographic records from OCLC Connexion Client to Alma.
Batch list of OCLC numbers for input to Connexion using a text (.txt) file as an input to update holdings in WorldCat. OCLC Connexion users only.
Updated CatExpress Record Manager Import: on April 30, 2024, OCLC will discontinue CatExpress cataloging via the Connexion Browser switch to Record Manager before May 2024.

Importing Bibliographic Records

Import profile selections to consider when creating an import profile to import bibliographic records.

Order record overlay based on POL uses an import profile to match the incoming bibliographic record by the POL number (order number).

Creating a POL overlay import profile to match the incoming bibliographic record on the POL number (order number).
Bibliographic record overlay based on OCLC number in a brief bibliographic created in the Institution Zone. Share the full bibliographic record with the Network Zone.
Copy Cataloging using the Network Zone bibliographic records for basic cataloging.
Cataloging using Search Resources makes the most of the Alma functionality of searching external resources, such as WorldCat, to import bibliographic records to Alma’s Institution Zone.
Resolving Multi-Matches from Import Profile Learn how to resolve multi-matches resulting from an import profile.
Combining two records in the Network Zone that have the same OCLC number.
Importing Alma local fields to the Network Zone with the March 2020 release, it is now possible to import Alma local fields to the Network Zone.
Alma Local Fields – Spreadsheet with detailed local field description

Workflows and Configurations

Call Number Mapping: learn how to automatically map call numbers from the bibliographic record to the holding record.
Adding Item Notes with a set of records using the Change Physical Items job to add, update, or delete item record notes.
Ex Libris basic getting started with Alma cataloging videos.

Metadata Editor Overview, five videos (25 minutes) – Please note that per MnPALS policy, all bibliographic edits must be made in OCLC, except for adding local fields.
Physical, Electronic, and Digital Inventory Terminology, four videos (19 minutes)
Creating Sets, Running, and Monitoring Jobs, six videos (32 minutes)

Adding default library for multi-camps; Define which items to retrieve based on preferred library. Applicable to multi-library or multi-campus institution

Sets and Jobs

Creating Sets is first step to updating and batch changes in Alma. Learn the basics of set creation.
Batch updates and jobs in Resource Management This document describes resource management-related jobs and their functions. Also highlights the basics of running a job.
Exporting Bibliographic Records
Creating an item Analytics report includes instructions on how to move an Analytics report to Alma to create a set.

Publishing to OCLC

Publishing to OCLC Alma can publish bibliographic, holding, and electronic records to OCLC.

Scan and Toss

Scan’N’Toss is an API developed at the PALS office to assist in the item withdrawal process. The API creates an item set and a text file with OCLC numbers for the Connexion Client to delete WorldCat holdings.

Normalization Rules

Batch Changing Holding Records using a Normalization Rule to change indicators and delete or add subfields in a holding record.
Update bibliographic records with local MARC fields and use normalization rules to add local MARC fields to Network Zone-linked MARC records.
Coping Rules from the NZ to the IZ instructions on copying normalization, merge, brief, or indication rules for use in the Institution Zone.

Indication Rules

Indication rule to help find specific MARC fields and metadata in a set of records.

Spine-O-Matic

Spine-O-Matic label printing spine label printing in Alma requires a third-party program. The documentation demonstrates how to download and set up the label printing program.
Spine-O-Matic Cloud App available from within the Alma homepage.

Loading Electronic Records

Loading Films on Demand records to Alma to enable discovery in Primo.
Loading Electronic Records Learn everything you need to know about loading electronic records to Alma. Load electronic type of bibliographic records to create portfolios in Alma. Includes a short instructional video and PowerPoint with notes.

Link to Instructional Video to add links to already existing bibliographic records. Please note display/faceting in Primo works best when loading a print bibliographic record and a separate bibliographic record for the electronic version of the title—accompanying ppt .

Harvesting Repository Records to Alma Primo

Harvesting Bepress Repository records to Alma/Primo VE for discovery.

Creating a Collection for Display in Primo

Highlight a part of your collection in Primo.

Using Electronic Government Documents from the Network Zone

Creating Scope and Search Profile for Primo instructions on creating a scope, search profile, and facet for using eGovernment Documents from the Network Zone.

General Clean-Up/Database Maintenance

List of clean-up suggestions and records to check.

Related Articles
General resource management clean-up tasks
Periodic searches in Alma, once or twice a year, to find discrepancies and general clean-up tasks. 1. Ensuring that fully cataloged records are shared with the Network Zone. Advanced Physical titles search -> Is Linked = No PLUS AND OCLC Control ...
Copy Cataloging using Search Resources
Search and import bibliographic records from search resources (OCLC) using Alma. Searching Resources and Importing From the Alma Homepage -> Resources -> Cataloging -> Search Resources The search page uses your library’s Search Cataloging Profile = ...
Resolving Multi-Matches from an Import Profile
Occasionally, during import, an incoming record encounters two matches in Alma. At that point, Alma does not know which record to overlay. The import profile will show the status of Manual Handling Required. The import process does not fail but will ...
Limiting Scope to Specific Library using Physical Item or Physical holdings search
With the April 2022 release, it is possible to define a search to a specific library by default. The functionality is especially useful for institutions with several libraries or multiple campuses. Please note the definition is only possible for the ...
Creating an eGovernment Document Scope
The PALS office loads electronic government documents to the Network Zone. To retrieve the records in Primo, create a local resource type and electronic government documents scope. The electronic government documents bibliographic records include ...

Resource Management Resources

Resource Management Resources

OCLC and Importing Bibliographic Record

Importing Bibliographic Records

Workflows and Configurations

Sets and Jobs

Publishing to OCLC

Scan and Toss

Normalization Rules

Indication Rules

Spine-O-Matic

Loading Electronic Records

Harvesting Repository Records to Alma Primo

Creating a Collection for Display in Primo

Using Electronic Government Documents from the Network Zone

General Clean-Up/Database Maintenance

Related Articles

General resource management clean-up tasks

Copy Cataloging using Search Resources

Resolving Multi-Matches from an Import Profile

Limiting Scope to Specific Library using Physical Item or Physical holdings search

Creating an eGovernment Document Scope