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Note: Incomplete. Workflow pending testing in Sandbox after Go-live

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What to share:  catalogued works that have full records, eg., records from circulation/stacks locations. All physical item record types must include at least one of the following unique IDs:

  • OCoLC 035$a

  • ISBN 020$a / ISSN 022$a

  • Legacy Sirsi 035$a (from the 24 Ontario college libraries)

Audio Visual or DVD records must also include records at least one of the following, if available:

  • 024 Other Standard Identifier

  • 028 Publisher/Distributor

What not to share:  equipment records, brief records, records for faculty copies on reserve, student works, archival documents and other local works not intended for sharing.

Info

This workflow is dependent saving and distributing the following NZ configurations:

  1. Multi Step Match Configuration completed in the NZ and distributed;

  2. Config > Resources > (General) > Other Settings. Change parameter non_serial_match_profile to com.exlibris.repository.mms.match.MultiStepMatch; change parameter serial_match_profile to com.exlibris.repository.mms.match.MultiStepMatch. Distribute to IZ.

  3. Ensure ignore_cz_records parameter is set to ‘true.’

  4. Central_record_management parameter set to DEFAULT_INSTITUTION

Resource Management Configuration: go to Alma Configuration > Resource Management to enable multiple match parameters.  The match parameter that takes precedence must be listed first. (Dependency: MetCat to confirm match routine for Resource Management Configuration)

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Review linking job results:  for each linking job, go to: Monitor Jobs > select your job > Report to see how many records linked.  The job report will show how many records were linked and how many records could not be linked due to multi-match possibilities – these records will require manual handling.

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Link a set of records to the Network Zone – manual job – OcoLC and ISBN match – Draft Workflow

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