[Wactclc-alma] Overlaying records in Alma with records from WorldCat, from within MD Editor

[Guidry, Wade]

Thanks, CB.

You do need to configure a couple of things in Alma to use the WorldCat search / import from MD Editor. But it isn't much, and I can set it up for anyone. I just need to know your Connexion cataloging username / password

Normalization rules are always a challenge :) It's not rocket science, but since it's not something anyone does with a lot of regularity, it's always a relearning process. Usually I start by finding a rule similar to what I'm trying to do.

For anyone that has an opportunity or use-case for a norm rule, and has trouble getting it set up, you can always post to this list for help and direction.




Wade Guidry
WACTCLC
Library Consortium Services Manager
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
http://www.wactclc.org<http://www.wactclc.org/>
509.760.4474

Pronouns: he/him/his


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Subject: Re: [Wactclc-alma] Overlaying records in Alma with records from WorldCat, from within MD Editor

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Sorry to miss the call yesterday. Not sure how I missed my calendar reminder.



I regularly use the feature to search WorldCat from within the MD Editor, though I won't call myself an expert. I'll try to remember to join y'all on tomorrow's call. I don't recall configuring anything for the process to work, so it must have been set up during implementation.



Where I'm weak is in normalization rules, among some other rules in the MD Editor.



Cara Beth Stevenson

Grays Harbor College

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A follow-up to this morning's call...

I did refresh my knowledge of searching for WorldCat records from within MD Editor, and loading them into Alma, either as new records, or to overlay existing records.

This might be a good workflow for various use-cases where you want to refresh one or two records in Alma, or where you want to overlay a brief record (perhaps initiated from a purchase request or a POL) with a more complete record, without having to go through an import profile.

I'll bring this scenario to the Thursday morning call, for those interested, as a dry run. Then I can bring it up again in a Tuesday call.

Bringing in WorldCat records directly from within MD Editor is something that we configured and trained on initially during implementation, but I'm not sure how much that workflow caught on at that time, as that wasn't a workflow with any connection to how cataloging was done in Voyager or other ILSes.


Wade Guidry
Library Consortium Services Manager, WACTCLC
wadeg at bigbend.edu<mailto:wadeg at bigbend.edu>
(509) 760-4474
http://www.wactclc.org



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