Cataloging: How To Set Up Connexion Client (Alma)

Purpose: Basic settings required for effective Connexion Client connectivity for cataloging and downloading records to URSUS. For detailed documentation refer to Setup Worksheet for OCLC Connexion Client.

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Set Up Automatic Log On

1. Open Connexion Client Application on your desktop
2. Select Tools>Options>Authorizations
3. Enter in your authorization and password
4. Check Default
5. Click Apply

Set Up Fonts

1. Select Tools>Options>Fonts
2. Select “Arial” (Important! For records to display correctly.)
3. Change Records Display Size if you want to
4. Click Apply

Set Up Export

1. Select Tools>Options>Export
2. Click Create
3. Select OCLC Gateway Export
4. Under Host Name, enter “maine.alma.exlibrisgroup.com”, under Port, enter “5500”
5. Under Local System Authorization, check Send Local System Login Id and Password
6. The login is: 01MAINE_INST and the password is: <REDACTED>
7. Click OK
8. Click the Record Characteristics button
9. Change MARC-8 to UTF-8 for both Bibliographic and Authority Records
10. Click OK
11. Click Apply

Tips:

Make sure that the following box is UNCHECKED:
Tools > Options > Batch > Perform Local Actions in Batch > Bibliographic Record Export

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Contact: um.library.technical.services@maine.edu