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Alma supports 10 levels (often referred to as “Encoding Levels”) of brief bibliographic records. This policy , adapted largely from the Orbis Cascade Alliance, articulates recommended Brief Record Level Configuration Rules for records in the IZ, and the required Brief Level Rule (minimum Encoding Level) for records in the NZ.
Policy Statement
NZ records will have a minimum Brief Record Encoding Level of 06. (See Bib Level 06 mapping below.).
Policy Statement
The rule "CSU Brief Level Rule" is written to implement the following hierarchical logic based on value in the Leader byte 17 "Encoding Level" and applies to records imported to the NZ:
Mapping Information
The NZ Brief Record Level Rule is mapped as follows from the Leader byte 17 "Encoding Level" of the MARC record:**
Alma Brief Level | Leader byte 17 | Description |
10 | (blank) | Full level |
09 | I / L | Full level input by OCLC participants (uppercase “i”) / Full level input added from a batch process (future: use ‘M’ instead) |
08 | 1 | Full level, material not examined |
07 | 4 | Core level |
06 | K / M | Less-than-full added from a batch process |
05 | 2 / 7 | Less-than-full level, material not examined / Minimal level (OCLC Bib Formats: OCLC participants cataloging online at Minimal level, use ‘K’) |
04 | 8 | Pre-publication level |
03 | 3 | Abbreviated level |
02 | 5 | Partial (preliminary) level (and other codes, e.g., u & z, as encountered and appropriate) |
01 | J | Deleted record |
**Supplied Orbis' mapping here as a placeholder; final version to be determined by TSWG?
Best practice recommendations
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Note: institutions have the ability to create import profiles that utilize "CSU NZ Brief Level RulesRule." Otherwise, import profiles that load records into an institution's IZ (i.e., have "Use Network Zone = No") will use the local default IZ Brief Level Rule set as the default within that institution's IZ configuration.
NZ vs. IZ Brief Level settings:
- If a library loads records to the IZ, it will assign a level based on the institution's brief rule.
- If a library links an IZ bib to an NZ bib, the NZ bib view will use the brief rule level per NZ settings, and the IZ bib view will maintain its brief level per IZ rules.
- If a library shares an IZ only bib with NZ, the NZ brief level rules were applied to the NZ record, but the IZ brief level was retained.
- If a library uses the Copy to Catalog from the NZ, the IZ brief level is retained and the NZ brief level is retained.
- If you search in Alma Sets in the IZ and NZ, you can successfully search for the records by the corresponding brief level.
*This is my library's practice; do others agree?
Procedures in Alma
1) Set the Institution’s default Brief Level Rule
- Select the NZ Brief Level, or
2) Create Institution’s Brief Level Rule
- And set it as the Institution default
3) Run the Identifying Brief Level Rule job
- And check that records updated appropriately
Also see:
Documentation (Ex Libris)
"Working with Brief Record Levels" article (see Setting the Brief Level Rule Default in the Knowledge CenterMetadata Configuration)
Action log
| Section | Point Person | Expected Completion Date | Last action taken |
|---|
Articulate the need for the policy (background) | Acquisitions Task Force |
| Need to set brief record level configuration in the NZ. | Sent to Technical Services Working Group |
Create a Policy Statement |
| Drafted policy and input draft |
| . | ||
Identify and create best practice recommendations |
|
Where applicable, identify and write up procedures in Alma
Revised | Cataloging Task Force Import Profiles Task Force |
| Revised policy. Included reference to CSU Brief Level Rule created for the NZ. |
Tasks to be completed
- TSWG discuss and set minimum brief level; Luiz Mendes ??? Create custom Brief Level rule in NZ Revised Luiz Mendes
- Created "CSU Brief Level Rule" in NZ (Marcus Jun, Import Profiles Task Force)