Configuring OCLC Connexion Browser for Export to Alma

OCLC Connexion is a service available to all OCLC member libraries that have a cataloging subscription, which includes all I-Share member libraries. Connexion is available via both a web browser and a desktop-based client, and is one of several options for transferring records from WorldCat to Alma. Instructions for exporting are covered separately.

Note: OCLC has announced that support for Connexion Browser will end April 30, 2024. Libraries are encouraged to adopt either the Connexion Client or Record Manager before that time.

The following instructions cover the settings needed to export bibliographic records from WorldCat to the CARLI Network Zone using the Connexion web browser method. For many libraries, this will be a one-time setup process per account authorization. If you will be using Connexion Browser to export to a different Alma repository--such as your institution zone or one of the premium sandboxes--you will use different values for the Host Name, ID, and Password, and you will need to change settings back in order to export to the Network Zone.

1. Connect to Connexion Browser at the OCLC Services Login page, then select Connexion under Metadata Services.
2. Enter your cataloging credentials (e.g., an account that looks like 100-###-###), then click Logon.
   
3. Click General.
4. Click Admin.
5. Click Export Options.
   
6. Enter settings as documented below to configure export to the CARLI Network Zone. 
   

   Settings to configure Connexion Browser for export to the CARLI Network Zone

   Setting	Value
   Flagged Bibliographic Record Export Format	MARC
   Export Destination	Export to a TCP/IP Connection
   Export File Name	not needed for TCP/IP export
   Export File Type	Individual
   Fields to Delete on Export	institution preference
   Validate Exported Records: Bibliographic Record	Full
   Validate Exported Records: Authority Record	None
   Mark for Export and Save Record	Off
   TCP/IP Connection Options: Host Name:	i-share-network.alma.exlibrisgroup.com
   TCP/IP Connection Options: Port Number	5500
   TCP/IP Host Settings: Permanent Connection	unchecked
   TCP/IP Host Settings: Notify Host before Disconnect	checked
   TCP/IP Timeouts and Retries: Timeout	90
   TCP/IP Timeouts and Retries: Retries	3
   TCP/IP Timeouts and Retries: Delay	0
   TCP/IP Local System User Information: Send Logon ID	checked
   TCP/IP Local System User Information: Logon ID	01CARLI_NETWORK
   TCP/IP Local System User Information: Password
   TCP/IP Local System User Information: Send User ID	unchecked
   TCP/IP Local System User Information: User ID	blank

7. Click Save My Default to retain these preferences. If making temporary changes, select Save for Session.