Listing all Resource Management documentation

Listing all Resource Management documentation

OCLC and Importing Bibliographic Records

  1. Setting up Connexion Client to Import to Alma: Step-by-step instructions to set up the OCLC Connexion Client to export bibliographic records from OCLC to Alma. Video
  1. Importing Bibliographic records from Connexion: 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.
  1. 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.
  1. 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

  • 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.

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.

Sets and Jobs

  • Creating Sets is first step to updating and batch changes in Alma. Learn the basics of set creation.

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

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.

Loading Electronic Records

  • 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

Creating a Collection for Display in Primo

Using Electronic Government Documents from the Network Zone

General Clean-Up/Database Maintenance


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