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The document describes both the WorldCat Collection Manager that is used to create the daily files of new and updated WorldCat records for the Alliance, and the Alma NZ import profiles that are used to load the updated records into the NZ.

Overview

The Alliance has a collection defined in WorldCat Collection Manager that includes all WorldCat bib records that have title-level holdings attached by one or more Alliance libraries. WorldCat Collection Manager uses this collection to create daily files of new and updated WorldCat bib records which are made available to the Alliance for loading into the Alma Network Zone.

"New" records are defined as any WorldCat record that has a title-level holdings attached by the first Alliance library, i.e., it previously did not have title-level holdings attached by any Alliance library. "Updated" records have had a changed made that meets the criteria we, the Alliance, have defined in WorldCat Collection Manger as a change of interest. 

Note:  WorldCat Collection Manager also creates a file of "Delete" records which are records which have had the last Alliance library title-level holding removed. We have chosen not to load these delete-status records as there is too great a chance that records, such as child records in a bound-with relationship, would be inappropriately deleted from Alma. Instead of using this file from OCLC, we have requested a batch tool from Ex Libris that will be able to create a set of NZ bib records which have not attachments, i.e., no attached inventory, POLs, requests, work orders, etc. AND are not a child record in a bound-with relationship (i.e., are pointed to be a 774 field in an NZ bib record). Ex Libris is currently developing this tool which they expect to be ready prior to the end of 2016, at which time we will being regularly removing unused NZ bib records.

Collection Properties & Settings


Collection name: Orbis Cascade Alliance Master WorldCat File
Collection size: 9,616,285 as of 8/1/2016
OCLC symbol: OCACL
Collection ID: customer.132981.6
Created:         5/14/2013
Collection Type: Ongoing delivery
Use Proxy: Disable for this collection
Selection Criteria: Any WorldCat master record with title-level holdings attached for one or more of the following OCLC symbols:

CCD, CCV, CEO, CHK, CWU, EI1, EI1SP, EOS, ESR, GFC, HTM, MHD, MRY, NTD, NTE, NTESP, OHS, OIT, OLC, OLE, OLL, OLP, ONA, ONS, OPU, OQH, OQP, OR1, ORC, ORE, ORU, ORUSP, ORZ, OUP, OWP, OWS, OWT, OXF, OXG, SOS, UOL, UPP, W9L, WAU, WE2, WEA, WEV, WOS, WS2, WS2SP, WS7, WS7SP, WSE, WSL, XFF, XOE, ZXQ, 

Maintain WorldCat holdings for OCACL = No
Proxy-based URL prefix = None
Enable MARC Records Delivery = Yes
Customize MARC record options:
1.  Add 049 $a MAIN
2.  Delete fields: 029, 936, 938, 984
When we would like to receive updated records = Any change to the WorldCat master record
Standard for delivered records: MARC 21 with UTF-8 Unicode
Delivery Frequency = Daily

Alma NZ Import Profiles


The "OCLC New Bibs" and "OCLC Updated Bibs" profiles are used to automatically pick-up and load the daily files for new and updated WorldCat bib records. Except for the file name on the OCLC ftp server, the profiles are set up identically, as shown in the following screenshots.














































































Software: Alma

Current phase: NA Written by: Bob Thomas

Approved by: NA
Last updated: 11/23/2016
Staff Contact: Cassie Schmitt Nature of last update: updated screenshots

Document History: Updated screenshots by Milly Williams; Created by Bob Thomas and added to Alliance website 08/01/2016