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This workflow is dependent on the following NZ configurations:
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What to link and 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/matchpoints:
OCoLC 035$a
ISBN 020$a / ISSN 022$a
The following search can help you determine how many IZ records are currently unlinked for any given location:
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The following search can help you determine how many IZ records are currently unlinked for any given resource type:
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Consider creating logical sets for location(s) if you wish to monitor unlinked titles on an ongoing basis.
What not to link and share:
Equipment records, brief records, records for faculty copies on reserve, student works, archival documents and other local works not intended for sharing.
How to
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Create and save a logical based on location(s) you wish to link and share with NZ (e.g., circulation, stacks). The purpose of saved logical sets is to provide a tool that will allow you monitor the amount of remaining unlinked titles for each location on an ongoing basis.
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link and share:
Use Alma Analytics to create and save itemized sets for linking by location
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OCLS has prepared an two Analytics report reports that will allow libraries to create a file of unlinked bibliographic MMSIDs MMS Ids that may be used to create an itemized set sets for linking. The report Report criteria retrieves: unlinked bibliographic records that contain an OCLC 035a OR an ISBN/ISSN and will prompt prompts for the IZ location or resource type. Libraries may decide which approach might be easier to work with. (Other Future report criteria could include 024/028 as relevant for visual resources, but its their use for matching requires further discussion.) To retrieve
Step 1: Retrieve and copy
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the OCLS report for use in your IZ
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Analytics > Design Analytics > Catalog > Shared Folders > 01OCLS_Network > OCLS Reports > LSM Team > TEST - for Colleges > IZ/NZ Linking Set by Location (OCLS) OR IZ/NZ Linking Set (with location prompt, hide unnecessary columnsby Resource Type (OCLS)
Copy the selected report(s) to your shared IZ Analytics folder
To run the report, go to
3. Save an Excel list for each itemized set. Note: The upper limit for records saved to an Excel spreadsheet is 100,000. Libraries may find it useful to rely on the remainder of the logical set to confirm if unlinked records remain.
Step 2: Run the Analytics report
Analytics > Design Analytics > Catalog >select the report IZ/NZ Linking Set by Location (OCLS) OR IZ/NZ Linking Set by Resource Type (OCLS) from the IZ folder in which you copied the report
Select Open
Select the location(s) or resource type(s), then OK. The report will run and produce a list of MMS Ids for the selected location(s).
To export the list of MMS Ids in Excel format, scroll to the bottom of the list of MMS Ids, select Export > Data > Excel > Save. Open your Excel file to confirm that your downloaded file contains the column header MMS Id. Re-save your file.
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Step 3: Create an itemized set for linking
Go to: Alma > Admin > Manage Sets > Add a Set > Itemized
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Create a set name, set content type and under ‘add contents from file to set,’ select ‘From File,’ attach file, then Save
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To check set members, go to Admin > Manage jobs and sets > Manage Sets. From the row actions list … select Members to survey your list of records for linking.
Create sets for all locations/resource types likely to contain unique IDs/matchpoints for linking.
Run the manual job “Link a set of records to the Network Zone” on the relevant itemized sets:
Step 1:
Go to: Go to Admin > Manage jobs and sets > Run a job
Select “Link a set of records to the Network Zone” job
Click Next
Select the itemized set you want to link to the NZ
Select the Multi Step Match Method for both the serial and non-serial match methods
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Click Next
Review the job and click Submit if correct, back or cancel if there is a mistake
Click Confirm when the Confirmation Message pop-up appears
The job will run and link the IZ bib record to the NZ bib record
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Review linking job results:
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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. Download the file to obtain MMSIDs for records requiring manual handling.
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6. Alternate linking options: to the Multi Step Match Parameter would be to run the manual linking job twice – once using the “Unique OCLC Identifier Match Method”and again using the ISSN Match Method (exact subfield match) /ISBN Match Method (exact subfield match). A separate set of options may be useful for visual resource records that contain distribution or publisher information etc., in 024/028.
Unique OCLC Identifier Match Method:
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2. ISBN number – select ‘Contribute IZ records’
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Run the above workflow for each itemized set you create.