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The ULMS Acquisitions Task Force, part of the Technical Services Working Group, has made a recommendation is recommending that the CSU libraries use the Alma Network Zone for ordering materials that are expected to be shared in the NZ. This includes the creation and addition of brief bibliographic records to the NZ when a matching full bib is not already there and is unavailable from another source or is mandated due to automated workflows (such as use of vendor EOD's/EOCR's - imported vendor order data.) To ensure the accuracy of the shared data and reduce unwanted duplication, it is advisable to follow standardized, best practices regarding consistent minimum data in all brief NZ bibliographic records.
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At the point of ordering or within the process of loading vendor EOCR/EOD records, new in-process brief bibliographic records for materials that are to be shared in the CSU Network Zone shall be created in or shared with the CSU Alma Network Zone. Whenever possible, these brief bibliographic records should contain, at minimum, the following:
- Title
- ISBN/ISSN
- Author
- Edition
- Publication date of the item
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Best practice recommendations
*Please avoid duplication of records in the NZ
- - Before creating a brief bibliographic record that will be shared to the NZ, search for your item in the IZ, NZ, CZ, and external source (OCLC/Wordcat). Please note: Alma is senstive sensitive to the type of search performed.
*Please enter as much bibliographic data as possible when creating the brief record.
*At the point of overlaying the brief bibliographic record, use the MARC 035 OCLC# as the match point.
- - Per ExLibris, insert the OCLC record number (found in the full record) into the brief record before overlaying the record.
- - See Overlaying Bibliographic Records in Alma
Procedures in Alma
DRAFT:
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[Next is an Orbis recommendation that has yet to be determined and may need assistance of the cataloging task force:]
Material For physical items, material must be in-hand to be received on the POL before being cataloged. (We need to look at this one more to see if we agree that no cataloging til received.)
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