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Before you can move a record between Connexion Client and Alma, first you will need to configure Connexion by following these steps:

1) Download the attached “Z3950Z3950.mbk” mbkto your local folder “CC:\Program Files (x86)\OCLC\Connexion\Program\Macros”.Macros

2) Launch Connexion Client.  Open the “Tools” menu and select “Options”

3) Go to the “General” tab and select “Startup Options”.  Check the “Run a macro” option, and in the drop-down menu below it, select “Z3950!UTF8”. (Note: After setting this option, every time you launch Connexion, you will briefly see a record open and immediately close.  This is needed in order to initialize the Z39.50 record encoding.)

4) Open the "File" menu and select "Import Records...".  Then click the "Record Characteristics..." button and set both "Character Set" options to "UTF-8 Unicode".  Then click the "Cancel" button.
(Yes, that's right, you have to click Cancel, and the setting may not actually hold, but this still triggers something within Connexion that allows records to be imported with the correct encoding...)

5) Restart the Connexion Client.

6) Go to the “Z39.50” tab and configure it as shown:

7) Go to the “Export” tab.  Under the “Destination” section click “Create”.  Check “OCLC Gateway Export” and click OK.

8) Configure the dialog that appears as shown below.  (Contact Tom Ventimiglia to securely obtain the password.).  

9) Click OK.  You will then be prompted to give the “Export Destination”.  Enter “Princeton Alma”.  Click OK again.  If you want to edit these settings later, you can do so by selecting “Princeton Alma”Alma in the Export dialog, and clicking “Edit”.

10) Back in the Export dialog, select “Record Characteristics”.  Make sure both “Character Set” options are set to “UTF-8 Unicode”.

11) Also in the Export dialog, make sure “Allow export of workforms” is checked.

12) Click “Apply” then “Close”.

See also

Ex Libris Knowledge Center > Importing Records from OCLC Connexion / Record Manager

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