You can also use OCLC Connexion to send records directly in to Koha. For

You can also use OCLC cataloging services like

more information on that please review the

`WorldShare Record Manager <https://www.oclc.org/en/worldshare-record-manager.html>`_ and

:ref:`OCLC Connexion Gateway <oclc-connexion-gateway-label>` setup appendix.

`Connexion <https://www.oclc.org/en/connexion.html>`_ to send records directly in to Koha.

For more information, see :ref:`OCLC Cataloging Services<oclc-cataloging-services-label>`.

~~~~~~~~~~~~~~~~~~~~

^^^^^^^^^^^^^^^^^^^^

.. _oclc-connexion-gateway-label:

.. _oclc-cataloging-services-label:

OCLC Connexion Gateway

OCLC Cataloging Services

--------------------------------------------

------------------------

Koha can be set to work with the OCLC Connexion Gateway. This allows

Koha can be set to work with the OCLC cataloging services such as

libraries which subscribe to the paid OCLC cataloging services 

to use OCLC Connexion Client desktop software as their 

cataloging tool and simply send

those records to Koha with a single click. The following instructions

will help you set up the OCLC Connexion Gateway, if you have a system

administrator you will want to consult with them on this process.

.. _setting-up-oclc-service-on-koha-label:

- `WorldShare Record Manager <https://www.oclc.org/en/worldshare-record-manager.html>`_

- `Connexion <https://www.oclc.org/en/connexion.html>`_

Setting up OCLC service on Koha

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

First, you'll need to create a file somewhere on your system with

configuration information.  You could put this anywhere that is visible

to the account that will be running the service.

The file contains 11 lines. The first 6 will be about your Koha system:

::

    host: The IP address of your Koha server

    port: The port you want to use for the Connexion service. This port must be different from your SIP port, or any other service

    koha: The full URL of your staff client

    log: The location (full file specification) of your log for the service

    user: The default Koha username to use for importing

    password: The password that goes with that username

The remaining lines describe how to do the staging:

::

    match: The name of the matching rule from your system to use

    overlay_action: "replace", "create_new", or "ignore"-- what to do if there is a match

    nomatch_action: "create_new" or "ignore"-- what to do if there is no match

    item_action: "always_add","add_only_for_matches","add_only_for_new", or "ignore" -- what to do with embedded 952 item data

    import_mode: "direct" or "stage"

A sample file would look like this:

::

This allows librarians to use the WorldShare Record Manager web interface or the OCLC Connexion Client desktop software

as their cataloging tool and send those records to Koha with a single click.

    host: 1.2.3.4

.. _setting-up-oclc-service-on-koha-label:

    port: 8000

    log: /home/koha/koha-dev/var/log/connexion.log

    koha: http://kohastaff.myuniversity.edu

    user: koha_generic_staff

    password: password

    match: 001

    overlay_action: replace

    nomatch_action: create_new

    item_action: ignore

    import_mode: direct

When choosing an 'import\_mode' if you use "direct" then the staged

record will be immediately imported into Koha, and should be searchable

after your indexes catch up.  If you choose "stage", then the record

will be placed in a staged batch for you to later go the :ref:`Manage Staged

MARC Records <staged-marc-record-management-label>` tool to finish the import.

If you import multiple records, they'll be in the same batch, until that

batch is imported, then a new batch will be created.

In "direct" mode, each record will be in its' own batch.

To start the service, run the script:

::

    /location/of/connexion/import/daemon/connexion_import_daemon.pl -d -c /location/of/config/file.cnf

.. _setting-up-your-oclc-desktop-client-label:

Setting up your OCLC Connexion Client desktop software

Setting up the OCLC Connexion Daemon

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

First, you will need to set up the :ref:`OCLC Connexion Daemon <cron-connexion-import-daemon-label>` on your server.

If you have a system administrator you will want to consult with them on this process.

1. Find the script on your server and view its documentation.

   .. code-block:: shell

        /usr/share/koha/bin/connexion_import_daemon.pl --help

2. Create a configuration file. You could put this anywhere that is visible to the account that will be running the

   service, e.g., ``/etc/koha/sites/my_instance/oclc_connexion.conf``. The output of the help command provides the

   details about what this file should contain. Here is an example:

   ::

       host: 0.0.0.0

       port: 5500

       log: /var/log/koha/my_instance/oclc_connexion.log

       koha: https://staff.mylibrary.example.com

       user: koha_staff_user_name

       password: koha_staff_user_password

       connexion_user: oclc_connexion_user_name

       connexion_password: oclc_connexion_user_password

       import_mode: direct

3. Since the configuration file contains passwords, make sure that it's only readable by the user running the script,

   and nobody else.

   .. code-block:: shell

         chmod 400 /etc/koha/sites/my_instance/oclc_connexion.conf

4. Run the script.

   - You can do this manually to test it out:

     .. code-block:: shell

         /usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf

   - Or you can set up a ``systemd`` unit to keep the script running even when it crashes or the server reboots:

     1. Create a file at ``/etc/systemd/system/koha-oclc-connexion.service``:

        .. code-block::

            [Unit]

            Description=Koha OCLC Connexion Daemon

            After=network.target

            [Service]

            Type=exec

            ExecStart=/usr/share/koha/bin/connexion_import_daemon.pl --config /etc/koha/sites/my_instance/oclc_connexion.conf

            Restart=always

            [Install]

            WantedBy=multi-user.target

     2. Enable and start the service:

        .. code-block:: shell

            systemctl enable koha-oclc-connexion

            systemctl start koha-oclc-connexion

     3. Check the status of the service:

        .. code-block:: shell

            systemctl status koha-oclc-connexion

WorldShare Record Manager

~~~~~~~~~~~~~~~~~~~~~~~~~

.. _setting-up-worldshare-record-manager-label:

Setting up

^^^^^^^^^^

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Select "User Preferences" in the sidebar.

       **Note**

       Since these are *User* Preferences, they must be configured for each user who will be using the service.

   |worldshare_user_preferences.png|

5. Go to "Exporting – Bibliographic Records".

   The official documentation from OCLC for all settings under this heading is found at

   https://help.oclc.org/Metadata_Services/WorldShare_Record_Manager/Record_Manager_user_preferences/Exporting_Bibliographic_records#Set_preferences_for_TCP.2FIP_export .

6. Go to the "General" tab.

   |worldshare_user_preferences_export_biblio_format_utf8.png|

   1. Set the "Format" to "MARC 21 with UTF-8 Unicode", since Koha always uses UTF-8.

   2. Click "Save".

7. Go to the "TCP/IP" tab.

   |worldshare_user_preferences_export_biblio_tcp_ip.png|

   1. Enter the host name or IP address at which the OCLC connexion daemon service

      (configured :ref:`above <setting-up-oclc-service-on-koha-label>`) can be reached.

   2. Set the Authentication to "Login ID" and enter the ``connexion_user`` and ``connexion_password`` from the

      configuration file (created :ref:`above <setting-up-oclc-service-on-koha-label>`).

   3. Optionally set the connection delay, connection attempts, and other settings.

   4. Click "Save".

Using

^^^^^

.. _sending-record-from-worldshare-to-koha-label:

Sending a single record from the WorldShare Record Manager to Koha

''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Search for a record.

   |worldshare_search.png|

5. Click on the title of a record to open it.

6. Click on the "Record" dropdown menu, then "Send to", then "Local System (via TCP/IP)"

   |worldshare_record_menu_export.png|

7. After a while, depending on your "connection delay" settings, you should see the record in Koha.

   - If you used ``import_mode: direct`` in your configuration file, the record will be available in the catalog.

   - If you used ``import_mode: staged`` in your configuration file, the record will be

     :ref:`staged for import <stage-marc-records-for-import-label>`.

Sending multiple records from the WorldShare Record Manager to Koha

'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''

1. Log in to your WorldShare account.

2. Go to the "Metadata" tab.

3. Select "Record Manager" in the sidebar.

4. Search for a record.

   |worldshare_search.png|

5. Click on the title of a record to open it.

6. Click on the "Record" dropdown menu, then "Send to", then "Export List ...".

   Select a list to which to add the record.

7. Repeat from step 4 as needed.

8. Click on "Export Lists" in the sidebar.

9. Click on the name of a list to open it.

10. Click on the "Export" dropdown menu, then "Send to local system (via TCP/OP)".

   |worldshare_export_list.png|

11. After a while, depending on your "connection delay" settings, you should see the record in Koha.

   - If you used ``import_mode: direct`` in your configuration file, the record will be available in the catalog.

   - If you used ``import_mode: staged`` in your configuration file, the record will be

     :ref:`staged for import <stage-marc-records-for-import-label>`.

OCLC Connexion Client desktop software

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

.. _setting-up-the-oclc-desktop-client-label:

Setting up

^^^^^^^^^^

.. _using-the-oclc-connexion-gateway-label:

.. _using-the-oclc-connexion-desktop-software-label:

Using the OCLC Connexion Gateway

Using

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

^^^^^

^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

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^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

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