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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:
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The following search can help you determine how many IZ records are currently unlinked :
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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.
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Use Alma Analytics to create and save itemized sets for linking by location:
OCLS has prepared
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two Analytics
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reports that will allow libraries to create a file of MMS Ids that may be used to create itemized sets for linking.
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Report criteria retrieves: unlinked bibliographic records that contain an OCLC 035a OR an ISBN/ISSN and prompts for IZ location or resource type. Libraries may decide which approach might be easier to work with. (Future report criteria could include 024/028 for visual resources, but their use for matching requires further discussion.)
Step 1: retrieve Retrieve and copy the OCLS report for use in your IZ
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
Step 2: run 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 > give a filename (you may need to Save. Open your Excel file to confirm that your downloaded file contains the column header MMS Id. Re-save your file twice).
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Step 3: create Create an itemized set for linking
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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.
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