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Normalization & Validation
Match Profile
Set Management Tags
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| Section | Point Person | Expected Completion Date | Last action taken | Next action required | ||
|---|---|---|---|---|---|---|
Articulate the need for the policy (background) | CSU Implementation Team and TS Working Group Leads |
| 10/12/2016 – In preparation for final migration, WorldShare Collection Manager needs to be set up for creation of daily file of new and updated records. | Collection property and settings to be updated (in document and WorldShare Collection Manager); Import Profiles & Norm Rules Task Force to review Alma NZ Import Profiles | ||
Finalize Policy Statement | Import Profiles & Norm Rules Task Force |
| 12/09/16 updated settings based on import profiles task force recommendations. Settings updated: normalization & validation, match profile, set management tags, inventory information. Added screenshots of each tab (Marcus Jun (Unlicensed)) | |||
Test procedure | CSU Implementation Team | TBD | Where applicable, identify and write up procedures in Alma | TBD | ||
| Revised | Import Profiles Task Force |
| Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records" |