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The recommendation is to use "com.exlibris.repository.mms.match.uniqueOCLC" because OCLC will be the primary cataloging utility for the CSU and these records will have an OCLC number. The match method is set at each campus' instance of Alma.
For vendor records, the task force recommends that campuses ask vendors to provide OCLC numbers in the 035 field. If vendors are unable to provide oclc numbers, records may be matched on 035 (other system identifier). For a detailed discussion of using vendor record numbers as a match method, please see the documentation from the Orbis Cascade Alliance and search for “YBP workflows”.
Regarding the match actions functionality, the task force recommends that campuses do not allow import profiles to delete bibliographic records.
The Orbis alliance has found that using the option: do not override/merge record with an older version caused problems with creating purchase order lines and updating and creating portfolios. Therefore the task force recommends that campuses not use this function either.
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In import profiles, ensure that allow bibliographic record deletion is unchecked and that the do not override/merge record with an older version is disabled.
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Linking IZ records to the NZ
When linking Institution Zone records to the Network Zone, it is important not to create duplicates in the NZ.
In Metadata Editor, please be careful when using Share with Network as this function has inconsistent resutls.
Some campuses have used this option to share their IZ record and link it to an existing NZ record while other campuses have noticed that this function creates duplicates in the NZ.
Also, when running the manual job, Link a Set of Records to the Network Zone, please be sure to use the Unique OCLC Identifier Match Method. Also, leave the box, Contribute IZ records, unchecked.
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 | Marcus Jun |
| added recommendation to use unique OCLC identifer | |
Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma | Marcus Jun |
| added screenshot of Alma |
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date