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Document status

Status
DRAFT
colourGreen
titleAPPROVED
 ; 
Status
colourGreen
titleREVIEWED
  

Area coveredacquisitions, cataloging, electronic resources management
Lead AuthorPrepared byTechnical Services Working Group Leads (adopted
Adapted fromOrbis Cascade Alliance Collaborative Technical Services Team


Background

This policy sets out the overarching principles regarding working in the Network Zone that CSU libraries must understand. When specific policies are not yet in place, libraries should act in line with these principles.

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  • The Network Zone (NZ) in Alma is the shared bibliographic environment for the AllianceCSU libraries. The goal is to have bibliographic records, brief or full, reside in the NZ with inventory attached.
    • This provides a foundation for collaborative work, both in terms of developing collections and cataloging. All bibliographic records should reside in the NZ (see other specific policies for the few exceptions).

  • It is important to avoid adding duplicate records (records with the same OCLC number in 035$$a) to the NZ.
    • Always search the NZ first before “Sharing with Network”” in Alma or exporting from Connexion Client.
    • Avoid adding duplicates when doing batch imports such as vendor EOD or WorldCat Cataloging Partners records.

  • It is important not to change the OCLC number in an existing NZ record. 
    • If a different OCLC record is needed, move your Alma inventory to the desired record, rather than change/overlay the record in the NZ. (You may need to export the OCLC record you want if it is not already in the NZ.)

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SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

TS Leads

 

9/15/2016 - Policy needed to establish general principles governing the work in Alma and the Network Zone.


To be distributed to TS Working Group for discussion.


Finalize Policy Statement

TS Leads

 

Identify and create best practice recommendations


 

Where applicable, identify and write up procedures in Alma