TEST LOAD - NZ OCLC credentials for records

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Recommendation

Reasoning

Background

When working in Alma NZ (eg. within an IZ environment & NZ record/scope), searching/importing within MD Editor and importing records from OCLC Connexion/Record Manager to Alma requires OCLC credentials shared for entire UC System. The OCLC credential needs to be configured in two places: 1) used in Open MDE: Configuration/Resources/Search Configuration/External search resources/OCLC; 2) for record exported from OCLC: Configuration/General/External systems/Integration profile/Connexion

ExL documentation:

OCLC Credentials Configuration:

• Configuring search (3.1. Configuring External Search Resources) (ExL Knowledge Center)

• Importing Records from OCLC Connexion/Record Manager (ExL Knowledge Center)

• Network Zone question: 3rd-party integrations (BC message, note that ExL mentions ‘Worldcat (with Consortia credentials)’ [emphasis added])

Others:

• External System Search when Using a Network Zone (ExL Knowledge Center)

• External System Search (ExL Knowledge Center)

• Searching Resources (ExL Knowledge Center)

Questions to consider

• For test load, could UC continue using same testing credentials as Vanguard?

• For go-live, one unique consortium OCLC account for import records from WorldCat into Alma via Alma’s MD Editor and/or OCLC Connnexion Integration Profile, or separate account for each (i.e. two accounts)?

• Since ExL recommended “Worldcat (with Consortia credentials”, which normalization, validation, and match methods to select/standardized when configuring External search resources for OCLC?

• Since only one integration profile should be configured for OCLC Connnexion Integration Profile, which normalization, validation, and match methods to select/standardized?

Related Decision Page:

(Test load) Bib Record Management

Action Log