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Date of next review: 12/6/2023

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  1. Open the options menu in OCLC Connexion in Tools -> Options.

  2. In the Export tab, click the Create button.

  3. Select OCLC Gateway Export and click Ok.

  4. Setup the following screen according to this screenshot and click ok. For password login information, contact lib-mads-department@duke.edu


    Image Added


  5. On the next screen, either accept the provided name, or give it one of your own. I use ‘Alma Production’ so it’s easily identifiable.

Required Export Settings

OCLC Record Exports in UTF-8 

Background on policy: OCLC record export settings must be set to export data in UTF-8 Unicode. Aleph anticipates all incoming data to contain Unicode or Unicode-compliant character encoding, so when it encounters non-Unicode values, the characters become corrupted.

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2. Set the Record Standard to MARC 21, and the Character Set to UTF-8 Unicode:


Export Settings Required for Copy Catalogers – delete MARC 856 from Export (optional for Original Catalogers)

Background on policy: Because by policy, we use separate records for electronic resources and print/physical resources, we do not want to import URLs often included on "multiple version records.  These are often referred to as "Mulvered" records. In addition, many electronic resource records in Connexion have URLs linking to other libraries' subscribed electronic resources which causes confusion for our patrons. 

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