Set-Up OCLC Connexion to Import Bibliographic Records to Alma

Set-Up OCLC Connexion to Import Bibliographic Records to Alma

Instructions for setting up OCLC Connexion to import bibliographic records to Alma.


1. File Management

To make file management easier on your computer, create a destination folder to move the file from Connexion to your computer. For example, choose the desktop and create a folder, and name it Connexion Files.  The file will be used later to import bibliographic records to Alma.

2. Set-Up Connexion

Open the Connexion Client.
From the Tools menu, choose Options, selecting the Export tab.
Choose the Create button.
Next, choose the File radio button and click OK.
Navigate to the folder created on your desktop and click Open.
The folder opens, enter a name for the export file (anything that makes sense to you). Now click Open in the File name field.
Choose OK from the Export Destination Name pop-up window.
In the Export Options box, choose Apply.
The Connexion Client is now ready for exporting records to the destination folder to be used as an import file to Alma.

3. Cataloging

To add inventory while cataloging in Connexion.
While the bibliographic record is open in Connexion, add MARC tag 949. The 949 creates a holding and item record in Alma upon import.
Subfield values in MARC field 949
$b = barcode
$d = Library code (three letter code in all caps)
$e = Location code (all caps)

In Connexion, Validate, update holdings, and export the bibliographic record. The export function saves the record to the previously designated folder on the desktop.
Either export each bibliographic record individually to the folder or use the Process Batch functionality in Connexion to export the bibliographic records to the destination folder.

4. Importing

Use the Connexion Book Import Profile (or other import profile) in Alma to import the bibliographic records.

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