Note:
Spun off from the Work inventory document created by the Internal Training Group (ITG)
Introduction
This document outlines 4 methods for pulling OCLC data into Alma from within a campus Institution Zone (IZ) and the various options that each of them provides for editing/interacting with Network Zone (NZ) data. It is intended to be used in conjunction with the policies and best practices outlined here: Bibliographic Record Management in the SILS Network Zone and is not intended to prescribe one method for all catalogers at all campuses to use. Campuses should review the “best for” and “not recommended for” sections along with testing various workflows locally in order to determine which methods work best for them in different scenarios. RMFG can provide additional guidance and feedback throughout the remainder of Phase 4 as needed.
Gateway export from within OCLC
Best for: manual copy cataloging with minimal/no local field edits
Not recommended for: batch, records that require normalization during import, records that require a lot local fields
Configuration/Credentials needed:
In Connexion:
To overlay NZ-linked records or export to the NZ you need to set up an NZ gateway export:
Logon Id and password can be provided by CDL/SCP
To overlay IZ-only records or export into IZ you need to set up an IZ gateway export: