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Background

The ULMS Acquisitions Task Force, part of the Technical Services Working Group, has made a recommendation that the CSU libraries use the Alma Network Zone for ordering materials that are expected to be shared in the NZ. This includes the creation and addition of brief bibliographic records to the NZ when a matching full bib is not already there and is unavailable from another source or is mandated due to automated workflows (such as use of vendor EOD's/EOCR's - imported vendor order data.)  To ensure the accuracy of the shared data and reduce unwanted duplication, it is advisable to follow standardized, best practices regarding consistent minimum data in all brief NZ bibliographic records.

Policy Statement

At the point of ordering or within the process of loading vendor EOCR/EOD records, new in-process brief bibliographic records for materials that are to be shared in the CSU Network Zone shall be created in or imported to the CSU Alma Network Zone.  Whenever possible, these brief bibliographic records should contain the following:

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Note: Materials ordered that are planned to remain only in the campus Institution Zone (IZ) do not need to use or link to NZ bibliographic records.

Best practice recommendations

Procedures in Alma

DRAFT:  

In Alma, purchasing workflow begins with a bibliographic record.
If no bibliographic record is found searching the IZ, NZ, CZ or other external sources, a brief record must be created.

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Material must be received on the POL before being cataloged. (We need to look at this one more to see if we agree that no cataloging til received.)

Action log