1 central publish to external catalog from the alma network zone

1

Central Publish to External Catalog from the Alma Network Zone

2

Copyright Statement

All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd.

TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners.

DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose.

Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage.

© Ex Libris Ltd., 2014

3

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

4

PrerequisitesThis presentation assumes that you have viewed or attended these training sessions:

• Introduction to Alma• Alma Concepts• Intro to Shared NZ topology

5

User RolesTo work with the Publishing Profiles, you must have one of the following roles in the Network Zone:

• General System Administrator

• Repository Administrator

• Cataloguing Administrator

6

ObjectivesBy the end of this training session, you will be able to:

• Understand the Publishing to OCLC and LA process

• Configure the OCLC and LA publishing profiles in the Network Zone

• Run publishing the LA and OCLC publishing processes

7

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

8

The Publishing Profile

• synchronize bibliographic records with embedded holdings information, or holdings information only, with OCLC WorldCat.• synchronize bibliographic records with

embedded holdings information with Libraries Australia.

9

The Publishing Profile

• The details for the Publishing Process for either OCLC or LA are defined in the Publishing Profile.• Each Export has it’s own profile record.• The profile defines the DEFAULT

Institution symbol, the ftp definitions and the scheduling of the publishing process.

10

The Publishing Profile• From the Main Menu Resource Management

Resource Configuration Configuration Menu• Choose Publishing Profile from under the Record

Export Submenu

11

The Publishing Profile• Publish bibliographic records to OCLC

12

The Publishing Profile• Publish holdings to OCLC

13

The Publishing Profile• Publish holdings to Library of Australia

14

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

15

• Allows the mapping of fields from the holdings record into the bib for publish.

• Define the holdings marc field for mapping and the bib marc field it should be mapped to.

Mapping of Holdings Information

16

Mapping of Holdings Information

17

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

18

• Ability to define a different symbol for specific libraries.

• Only necessary if a different symbol from the default institution symbol is required.

The Institutional Symbol

19

The Institutional Symbol

Resource configuration Institution OCLC symbol/Institution NUC symbol

20

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

21

Exclude of Processing Types

• Resource configuration Exclude Process Types from Publishing

22

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

23

The Publishing Mechanism

• IZ vs NZ

Inventory

Institutional Zone

Network Zone

24

The Publishing Mechanism

• Run on a regular basis from the Schedule.• Can be seen from the Export Profile Run

History under the Actions button.

• Or from Administration Menu Monitor Jobs.

25

The Publishing Mechanism

• From the Actions Button, it is possible to view the report of the Publish Process.

26

The Resulting LA Published File

27

AgendaIntroduction

The Publishing Profile

Mapping of Holdings Information

The Institutional Symbol

Exclude of Processing Types

The Publishing Mechanism

Summary and additional resources

28

Summary

In this session, you learned how to: • Understand the Publishing to

OCLC and LA process• Configure publishing profiles in

the Network Zone• Run publishing processes

29

Additional ResourcesAlma Integrations with External SystemsAlma Resource Management Guide

Available in PDF format via the Ex Libris Documentation Center and as online Help within Alma