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    Publishing Bibliographic Records to Primo When Working with a Network Zone

    Translatable

    Publishing Records to a Shared Primo Instance

    You can publish records from the Network Zone and from all member institutions directly from the Network Zone using the Network Publishing Job job. The records published include:
    • All records that are managed in the Network Zone.
    • All Network Zone records that are linked to local records. These records are enriched with local data from members (such as course information (CNO), local fields, availability, electronic availability, and so forth). Course information is included when an item is associated with a citation in a reading list associated with an active course.
    • All local records in member institutions that are marked for publication by the Mark records to be published by Network Zone job, see Republishing Specific Records from the Network Zone below.
    • When a Network Zone record is attached to only one Institution Zone record and the Institution Zone record is suppressed, the Network Zone record is nevertheless not suppressed.
    • If an Institution Zone record is linked to the Community Zone, it will not be published by this job. For the record to be published by this job, it must be linked to the Network Zone, and from the Network Zone to the Community Zone.
    • Alma returns the MMS ID of the institution’s record in the MARC 001 field. In addition, Alma returns the associated MMS ID from the Community Zone and/or Network Zone in a MARC 035 field (when they exist). See Exporting Metadata.
    For general information on publishing to Primo, see Exporting Alma Records to Primo.
    To publish bibliographic records from the Network Zone:
    1. Open the Publishing Profiles page (Resources > Publishing > Publishing Profiles).
      Publishing_Profiles_Page_Network_NewUI_04.png
      Publishing Profiles Page
      The implementation version of this job allows you to run a separate job for a test environment.
    2. In the row that contains the Publish bibliographic records from Network Zone to Primo profile, select Edit from the row actions list. The Publishing Profile Details page appears.
      Publishing_Profile_Details_Page_08_TC.png
      Publishing Profile Details Page
    3. Configure the following fields as described in the table below:
      Field Description
      Profile Details section:
      Profile name and description Update these fields as required.
      Publishing Parameters section:

      Also publish via members

      See the Publishing Records to Member Institutions' Individual Primo Instances below.

      Status Select Active.
      Scheduling Select one of the scheduling options that are preconfigured by Ex Libris staff.
      If you select Not scheduled, the export job will run only when you manually run it (select Actions > Run for the profile from the Publishing Profiles page).
      Email notifications Opens the Email Notifications for Scheduled Jobs page, which allows you to specify which users and email addresses will receive email notifications when the publishing profile has completed. You will have the option to choose whether to send the notifications for successful jobs and/or jobs that contain errors.
      Submission Format section:
      FTP configuration By default, the publishing process places the exported files in a directory that Primo uses to harvests the files. This field specifies a predefined profile that contains the FTP information. If the transfer fails, the system includes a link to the published files in the publishing report.
      The directory must be configured in advance because Alma cannot create it.
      From the drop-down list, select the name of the S/FTP connection that you previously defined.
      Sub-directory The subdirectory in which the exported files are placed.
      For example, if you specified Alma in the Sub-directory field during S/FTP connection configuration and you enter Primo in this field, the data is exported to the Alma/Primo directory.
      Content Options section:

      Related records information enrichment

      Select this option to specify whether related record information is to be included with the bibliographic records.

      Headings enrichment See Publishing Headings Enrichment to Primo.
      This option appears only when your Network Zone is configured by Ex Libris with the Primo publishing classification enrichment customer parameter set to true.
      Heading enrichment – enrich with “See Also” fields See Publishing Headings Enrichment to Primo.
      This option appears only when your Network Zone is configured by Ex Libris with the Primo publishing classification enrichment customer parameter set to true.
      Classification enrichment Select this option to specify that when a bibliographic record is published to Primo and it is linked to a classification authority record, the published record is enriched with the preferred/non-preferred classification data located in the 153 and 7XX fields of the authority record. The preferred/non-preferred classification data is placed in the 084 field of the bibliographic record published to Primo. See Working with the Regensburger Verbundklassification (RVK) Authority Record Classification for more information.
      This option appears only when your Network Zone is configured by Ex Libris to allow classification enrichment in Primo publishing.
      Physical Inventory Enrichment section:
      Quick Add area Map holdings tags/subfields from the holdings record to tags/subfields in the published bibliographic record. After you enter the above mapping data, select Add to add the new mapping to the list.
      Full Option section:
      Run full publishing for entire network If this option is selected, the system publishes all records, replacing previously published data. If this option is not selected, the system publishes records that have changed since the last time they were published. This includes bibliographic records that were added, updated, deleted, and linked to inventory records that changed.
      Members section:
      Active Which members are actively receiving incremental updates.
      Run Full Publishing Whether full publishing should run for the specified member at the local level. To use this option, the Run full publishing for entire network check box must not be selected in the Full Option section. For more information on this setting, see Run full publishing for entire network above.
      After the job executes, Alma clears the Run Full Publishing column so that shared records and incremental updates for all members are included the next time the job runs as scheduled.
    4. Select Save.
      The modified publishing profile appears activated on the Publishing Profiles page. In addition, a job Network Publishing Job appears in the list of scheduled jobs (see Viewing Scheduled Jobs). Data that meets the defined criteria is exported to the specified FTP location when the profile is run (either manually or according to the selected schedule).
      Alma tests the FTP connection before running the profile. If the FTP connection fails, the profile is not run, and there is no resulting loss of data. If the FTP connection fails while the export job is running, the data that was in the process of being exported is kept and included in a subsequent successful export job report.

    Republishing Specific Records from the Network Zone

    The Network Zone can republish records independently from the central publishing process (Publishing Records from the Network Zone). The Network Zone republishes a selected set of records from the Network Zone or any records specifically marked by the member institutions.
    Only the relevant publishing jobs appear in each institution.
    • Network Zone -
      • Network Zone Republish Set of Titles - Publish selected records to Primo.
      • Network Zone Republish Set of Titles (impl) - Enables you to run the above job as a separate job for a test environment.
    • Member institution -
      • Mark records to be published by Network Zone - Mark a set of records for the Network Zone to publish using the Network Publishing Job.
      • Mark records to be published by Network Zone (impl) - Enables you to run the above job as a separate job for a test environment.
    To republish a set of records from the Network Zone:
    Run the required job as described in Running Manual Jobs on Defined Sets.
    To mark records in a member institution for the Network Zone to publish:
    Run the required job as described in Running Manual Jobs on Defined Sets.

    Publishing Records to Member Institutions' Individual Primo Instances

    In cases where each member institution publishes to its own individual Primo instance, both the Publish bibliographic records to Primo and the Publish bibliographic records from Network Zone to Primo profiles must be run. This ensures that all bibliographic record data that is relevant to the member institution, including data that is stored in the Network Zone, is published to the member institution's Primo.
    The Publish bibliographic records from Network Zone to Primo profile gathers all bibliographic records that are relevant for the member institution. This includes:
    • Network Zone bibliographic records used by the Institution Zone
    • Network Zone bibliographic records associated with electronic resources in the Network Zone that are active and available for the member institution
    • The member institution's local bibliographic records that exist only in the Institution Zone and are not linked to the Network Zone
    This job enriches the relevant bibliographic records with related record, headings, and physical item information based on the options selected in the Publish bibliographic records from Network Zone to Primo profile. 
    The Publish bibliographic records to Primo profil then publishes the information gathered by the Publish bibliographic records from Network Zone to Primo profile to the member institution's Primo.
    Contact Ex Libris Support to enable the relevant options in both publishing profiles.
    To publish to individual Primo instances:
    1. Ensure that the Also publish via members check box is selected in the Publish bibliographic records from Network Zone to Primo profile.
    2. Ensure that you properly define the data enrichment sections in the Publish bibliographic records from Network Zone to Primo profile (see above). Note that all data enrichment parameters are taken from this section and not from the data enrichment sections in the Publish bibliographic records to Primo profile.
    3. Define the other parameters of the Publish bibliographic records from Network Zone to Primo profile as required. Note the caveats in the Publishing Records to a Shared Primo Instance above.
    4. In the relevant member institution's Publish bibliographic records to Primo profile, select the Also publish network data check box. See Publishing to Primo for information on setting the other parameters in the Publish bibliographic records to Primo profile.

    Both profiles are run as configured. For information on monitoring the publishing jobs, see Viewing Running Jobs, Primo Publishing Job Report, and Viewing Network Publishing Jobs Report.

    Centrally Managed Electronic Resources and Publishing in a Network Zone

    When electronic resources are managed in the Network Zone, the central office manages the electronic resources for the members. When the Network Zone activates an electronic resource, it is active for all members unless the Network Zone specifically determines to which member(s) the electronic resource is active for using group settings (see Configuring Distributed Access to Electronic Resources from the Network Zone).

    If the Network Zone deactivates an electronic resource, that resource is inactive for all members.

    For a portfolio that should no longer be active in the Network Zone but should be active in one or more member's institution zone, the portfolio needs to be deleted if it cannot be reactivated.

    For central publishing in the Network Zone, the following options are available for record linking:

    • A member record can be linked to the Network Zone record that is linked to a Community Zone record.
    • A member record can be linked to a Community Zone record and the Network Zone record must also be linked to that Community Zone record. Note that a member record cannot be linked directly to the Community Zone without a Network Zone record being linked to the Community Zone.
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