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Document status

APPROVED reviewed 

Area coveredcataloging
Prepared byCataloging Task Force
Adapted fromOrbis Cascade Alliance Collaborative Technical Services Team


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When creating new bound-with records, CSU libraries must follow the method described in Bound-withs: Creating a Host Bibliographic Record. This is the onlymethod that will ensure linking information is stored in the IZ and protected from overlay. Host bibliographic records, including those created during migration, should be suppressed in order to avoid confusing displays in Primo.

Alternate methods

Other methods for creating bound-with records may be suggested in Ex Libris documentation. These suggested methods will not work in our shared network environment, as linking 77X fields added to  NZ records will be deleted when an overlay is triggered by an update to the OCLC master record in WorldCat.

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Host bibliographic records in the IZ should be suppressed. This helps prevent confusing displays in Primo.  Follow this procedure for Host Bibliographic record suppression.

Procedures in Alma

Bound-withs: Creating a Host Bibliographic Record

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SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

Cataloging TFTask Force

 

9/15/16 - Policy needed to establish the method required for creating bound-withs in a shared environment (NZ)


Discussion with TS Working Group.


Finalize Policy Statement

Cataloging TFTask Force

 



Policy revised

Cataloging TFTask Force


 



Where applicable, identify and write up procedures in Alma

Cataloging TFTask Force