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In import profiles, ensure that allow bibliographic record deletion is unchecked and that the do not override/merge record with an older version is disabled.
Linking IZ records to the NZ
When linking Institution Zone records to the Network Zone, it is important not to create duplicates in the NZ.
In Metadata Editor, please refrain from using Share with Network as this function may created duplicate records in the NZ. (From testing, it seems like Share with Network will contribute the IZ record to the NZ without considering any matching records in the NZ.)
Also, when running the manual job, Link a Set of Records to the Network Zone, please be sure to use the Unique OCLC Identifier Match Method. Also, leave the box, Contribute IZ records, unchecked.
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
---|---|---|---|---|
Articulate the need for the policy (background) |
| |||
Create a Policy Statement | Marcus Jun |
| added recommendation to use unique OCLC identifer | |
Identify and create best practice recommendations |
| |||
Where applicable, identify and write up procedures in Alma | Marcus Jun |
| added screenshot of Alma |
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date