• 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
• OCLC Macros and Text Strings

  How to setup 856 macro and text strings in OCLC software
• Permalinks in OCLC

  Adding 856 fields to OCLC records individually and through a batch process
• 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

• 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 Field Reminders and Quality Control