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Background
There are several methods is only one method for creating new records for bound-withs in Alma . Only one method that will work under the OCLC master record approach adopted for by CSU libraries. For procedures, see “Bound
Policy Statement
When creating new bound-with records, CSU libraries must follow the method described in Bound-withs: Create Creating a Host Bibliographic Record. ”
Policy Statement
CSU libraries must use the standard method below to This is the onlymethod that will ensure linking information is stored in the IZ and protected from overlay.
Standard method
A brief ‘host bibliographic record’ is created in the IZ, with a holdings record and 774 fields for the constituent parts of the bound-with. Separate bibliographic records exist in the NZ for each constituent title, but without holdings records.
245 00 |a Host bibliographic record for boundwith item barcode 30600001524124
774 1_ |t The budget in brief. |w 99155412530101671
774 1_ |t The federal budget in brief. |w 99162676790101671
With the standard method, the record with linking fields is stored in the IZ, so it is protected from overlay.
Alternate methods
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This method is included in an Ex Libris presentation, but CSU libraries should not follow it. One of the constituent records serves as a host record. Holdings are attached to this bib, and the other records become related records. Linking fields (773) are then added to the related records, pointing back to the host record.
Neither of these approaches will work in our shared network environment. While the 77X fields are not local fields, their use in these cases are local. The linking 77X fields stored in NZ 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: Create Creating a Host Bibliographic Record
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next 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 |
| Identify and create best practice recommendations | ||
Policy revised | Cataloging Task Force |
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Where applicable, identify and write up procedures in Alma | Cataloging Task Force |
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