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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 must 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


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

  •  Type your task here, using "@" to assign to a user and "//" to select a due date