Emory University Libraries Alma Documentation

Collaborative repository of Emory University Libraries documentation with a focus on Ex Libris's Alma.

Documentation that is general enough to apply to any EUL library will be named by activity, e.g. Suppress a Bib Record; documentation that represents a library's specific, local practice will be preceded by the short name of the library, e.g. Woodruff - Gift Book Collections.

Force Import a Print Serial Bib that Dupes a CKB Record

This workflow will import an OCLC record to Alma that would otherwise get kicked out because it matches the 035 of an existing CKB record.

To start, you need to set up a local export folder in Connexion. (Each time you want to use this workflow, you'll need to change your Export setting to default to this folder. Likewise, after you're done with the workflow, you'll need to change your Export setting back to Gateway Export to switch back to using the "normal" Connexion/Alma export method.)
You'll export OCLC bibs to this local .dat folder.
Then you'll import this .dat file of your exported bib(s) into Alma using the "UNIV Print Serial CKB Dupe" import profile.

Set up an export folder in Connexion

Tools
Options

Set up an export folder in Connexion

Set up an export folder in Connexion

Export tab
Create

Set up an export folder in Connexion

New Export Destination = File

Choose File
Click OK

New Export Destination = File

Navigate to where you want your folder and name it

This will create a folder named OCLC on my Desktop.

Connexion will add a .dat to the end of your file name when you create the Export Destination.

When done, click Open

Navigate to where you want your folder and name it

Connexion will name the export destination for you

Click OK

Connexion will name the export destination for you

Set this new export destination as your default export method

Make sure this new export destination is highlighted
Click Apply
Click Close

Set this new export destination as your default export method

Export bibs into this folder as you normally would

After you're done exporting bibs, reset your Connexion export destination to Gateway Export

Tools
Options
Export tab
Make sure Gateway Export is highlighted
Apply
Ok

After you're done exporting bibs, reset your Connexion export destination to Gateway Export

Import your .dat file in Alma

Alma menu --> Import

*Note that you need to have the user role of Catalog Manager to import files.

Import your .dat file in Alma

Find the "UNIV Print Serial CKB Dupe" profile

Actions --> Run Import

Actions --> Run Import

Click the folder icon next to File and navigate to your .dat file

Click the folder icon next to File and navigate to your .dat file

Select your .dat folder and Open

Select your .dat folder and Open

Click Add

Click Add

Click Submit

Click Submit

Your job is now at the top of the list

Click Refresh after a few seconds to see if it has finished running.

Your job is now at the top of the list

After the job has run, Actions --> Report

After the job has run, Actions --> Report

Expand the "Bibliographic Records Imported" section

Expand the "Bibliographic Records Imported" section

Total records imported

Actions --> Preview Records

Total records imported

Edit your record and/or add inventory as necessary

Edit your record and/or add inventory as necessary

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