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Background
Libraries need to make collection development and acquisitions decisions based on the most accurate and current data – a necessity even more important in the CSU's shared environment. Alma’s consortial functionalities provide real-time look into the acquisitions activities of CSU libraries and the increased transparency across the system will assist in future collection development decisions. Bibliographic records are shared through the Network Zone (NZ) and Community Zone (CZ), and the inventory of individual campuses are visible to sister campuses within the consortium at the NZ level. A policy outlining the preferred method of linking order records to bibliographic records is necessary to avoid duplication of records and support the on-going maintenance of shared records. The benefits and the impact of creating order records based on the CZ, NZ, and Institution Zone (IZ) have been considered.
Policy Statement
When ordering materials for campus libraries that are to be made visible in the NZ, acquisitions staff at CSU libraries should create orders linking to bibliographic records in the NZ, thereby sharing updated library inventory with the consortium. Materials that are not expected to be shared in the NZ (e.g., laptops, other in-house equipment) need not be ordered using the NZ.
Best practice recommendations
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| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
| : consulted with task force on the need for policy; working draft submitted | : final policy will be partially dependent on the recommendations of the ER Task Force on managing e-resources | |
Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date