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Normalization rule: CSU Remove 029,048938,938 948 NZ (This normalization rules removes Marc fields: 029, 048 938 and 938 948 from the NZ record.)
Management tags: Do not suppress records from publish/delivery. The decision on whether or not to synchronize holdings with OCLC Worldcat is pending. A question was posed to Exlibris basecamp about how holdings will be synchronized: at the CSU level or by individual campuses.
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Normalization: CSU Remove 029, 048938, 938948
Validation: Check the data using MarcXML Bib Import
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Normalization: CSU Remove 029, 048938, 938948
Validation: Check the data using MarcXML Bib Import
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| Section | Point Person | Expected Completion Date | Last action taken | Next action required | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
Articulate the need for the policy (background) and document procedures in Alma and Connexion |
| 9/29/2016 - Luiz, Lauren, and Marcus at Northridge discovered that OCLC Connexion Integration Profiles are set in the NZ, necessitating the need for CSU-wide policies on components of the Connexion Integration Profile (merge, match, normalization, and management tags). Emailed Import Profiles / Normalization Task Force with links from Luiz for Orbis' merge and NZ normalization policies. | Import Profiles / Normalization Task Force will develop policies for standardizing all components of the Connexion Integration Profile, including recommended merge, match, normalization, and management tags. | |||||||
Create a Policy Statement for recommended NZ match method | Marcus Jun |
| added match method: unique oclc identifier | |||||||
Create a Policy Statement for recommended NZ merge method | Marcus Jun |
| added info on the current merge rule, Connexion import and a link to document comparing this rule and Orbis' | testing current merge rule and Orbis' | ||||||
| Create a Policy Statement for recommended NZ normalization | Marcus Jun |
| added info on normalization rule to delete Marc fields: 029,048,938update NZ Connexion integration profile with revised normalization rule (Marc 048 should be 948), then will update this policy page938,948 | |||||||
| Create a Policy Statement for recommended management tags (e.g., publish bibs to OCLC) | Marcus Jun |
| added info on not suppressing records from publishing | waiting to hear back from Exlibris on how holdings are synchronized with OCLC Worldcat | ||||||
Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
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