Question

How to control when records are published from Alma to OCLC? For example, how to exclude brief bib records loaded via the acquisitions processes? Alternatively, how to "force" bib records to be published when an Update Inventory import profile improves the records?

Answer

It is possible to control when the Management Tag > Export to WorldCat is added to the bibliographic record. Ensure it is added only at the final stage of cataloging.

For example:

1. In the Import Profiles (Repository, New Order) check the Set Management Tags tab, and select the preferred "Synchronize with OCLC" option. 

2. When setting up the "OCLC Client / OCLC Connexion" Integration Profile, or the New Order API, select the preferred "Synchronize with External Catalog?" option. 

3. When cataloging in the Metadata Editor or External Search Resources - configure the process "MmsTagSyncExternal" in the Normalization Rule (e.g. for: Marc21 Bib normalize on save, also referred to as: "Marc21 Bib validation on save"). 

Read here how to force a Set of titles to be published (or unpublished).

The default value is: "Publish Bibliographic Record" in the following scenarios:

• MD Editor (new bibliographic record and copy cataloging)
• Quick cataloging (new item, new portfolio, and Fulfillment citation)
• Order a bibliographic record from the Community Zone
• Simple view - copy to catalog / link

Additional Information

Find more information in the Online Help:

"Publishing to OCLC", the section - When Records are Exported.

"Importing Records from OCLC Connexion". 

"Configuring Cataloging", and, "Configuring External Search Resources".

• Article last edited: 15-OCT-2025