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Background
Management When importing records into the NZ, management tags can be used to suppress bibliographic records from display in Primo and to synchronize holdings with OCLC.
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The task force recommends that campuses not NZ import profiles not suppress NZ bibliographic records from Primo. The Orbis Cascade Alliance has found that suppressing at the bibliographic level may have negative consequences on collection analysis and statistics and may cause confusing displays in Primo. https://www.orbiscascade.org/suppression-of-records-for-physical-inventory/
In an import profile established at the network zone level, it is unclear how holdings would be synchronized by Alma. It is unclear if holdings would be set at the CSU NZ level or at the individual campus level.
Exlibris documentation on managing records in a network zone Network Zone states that “publishing “publishing to OCLC is processed at the local institution level since this process is used to expose institutions' physical holdings. Each institution in a collaborative network determines how bibliographic and holdings records are published.”https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia
The task force recommends that OCLC holdings be updated through an automatic job established in each campus’ instance of Alma. For a description of setting up this job please see Exlibris documentation. http://knowledge.exlibrisgroup.com/Alma/Product_Documentation/Alma_Online_Help_(English)/Integrations_with_External_Systems/030Resource_Management/110Publishing_to_OCLC#Publishing_Print_Holdings_to_OCLC
Best practice recommendations
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Synchronize with OCLC should be Don’t publishPublish Bibliographic records.
Procedures in Alma
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Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) |
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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