Guides @ UF: OCLC to UF Digital Collections: Workflow Documentation

For any questions regarding this guide or workflow, please contact Andrea Stich.

Workflow Documentation

Below is available documentation and examples created by the Metadata Unit at Resource Description Services. It provides information regarding our internal metadata workflow for adding records to UFDC, which also involves working with Alma records and OCLC records.

OCLC Documentation

Choosing the best OCLC record to ingest
General information on how to identify and choose OCLC records
Creating electronic records in OCLC
How to derive an electronic record from a print record in OCLC
Permalinks in OCLC
Adding 856 fields to OCLC records individually and through a batch process
OCLC Macros and Text Strings
How to setup 856 macro and text strings in OCLC software
OCLC export to Alma
Exporting records from OCLC directly to Alma
OCLC export to UFDC
Exporting a .dat file of records from OCLC to import to UFDC

Alma Documentation

Creating individual electronic portfolios
Adding electronic portfolios to Alma records that will be displayed in Primo
Creating batch electronic portfolios
Adding a batch of electronic portfolios to Alma records that will be displayed in Primo
Link a Batch of Records to the Network Zone
Linking Alma Network Zone records to Institution Zone records

UFDC Documentation

UFDC Field Reminders and Quality Control
This document reflects the fields we need to update in UFDC after OCLC record ingest using a .dat file