The Search Resources functionality in the MD Editor allows cataloger to import bib records from a list of configured external resources. Searching external resources searches for bib records from external resources outside of the SUNY consortia.
It is important if to configure External Resources to match how they are being imported and merging to the Network Zone (NZ) if they are being used to import records to the NZ. If Search Resources is being used to import record to both zones, external resources should be configured to match how records are imported to the NZ.
The Search Resources functionality in the MD Editor also allows catalogers the ability to search internal resources from the MD Editor. Search profiles need to be configured to allow catalogers the ability to search the Institution, Network, or Community Zone for bib records.
Below are some of the possible search resources that can be configured to be searched in the MD Editor:
Steps to Configure External Search Resources:
Steps to Configure Internal Search Resources:
To be able to configure External Search Resources you need one of the following roles:
It is important if to configure External Resources to match how they are being imported to the Network Zone (NZ) if they are being used to import records to the NZ. If Search Resources is being used to import record to both zones, external resources should be configured to match how records are imported to the NZ.
The SUNY Normalization Rule that should be copied to the Institution Zone (IZ) is called: SUNY OCLC Import Normalization Rule. The "SUNY Overlay All But Local Fields" merge rule should be used as well. The following FAQ provides the steps to copy the normalization rule and create a normalization process. Note that the norm rule will have the name of the Normalization Process name when it was created: https://slcny.libanswers.com/faq/280352
To Configure Search External Resources:
To Edit An Existing Search External Resource To Add SUNY Normalization and Merge Rules:
Searching Internal Resources in the MD Editor requires a record to be open in the MD Editor. The zone that is available for searching depend on what zones have been configured in the Search Profile(s).
Tabs with results will display for each zone that is configured in a search profile. Below is an example of a search profile that contains the Institution and Network Zone:
Search Internal Resources Workflow:
"Merge Records and Combine Inventory" Workflow:
Share With Network Workflow For IZ Records Matching on NZ Records: