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Page Properties


Document status

Status
colourGreen
titleDRAFTAPPROVED

Area coveredcataloging
Prepared byTechnical Services Working Group Leads
Co-authors

Systems-TS Import Profiles and Normalization Rules Task Force

CSU ULMS implementation Team

Adapted fromOrbis Cascade Alliance Collaborative Technical Services Team


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  • "New" records are defined as any WorldCat record that has a title-level holdings attached by the first CSU library, i.e., it previously did not have title-level holdings attached by any CSU library.
  • "Updated" records have had a change made that meets the criteria we, CSU Libraries, have defined in WorldCat Collection Manger as a change of interest. (To be determined)

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Collection Property & Settings

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Alma Network Zone Import Profiles

[To be reviewed by the Import Profiles & Norm Rules Task Force]

The "OCLC New Bibs" and "OCLC Updated Bibs" profiles are used to automatically pick-up and load the daily files for new and updated WorldCat bib records. Except for the file name on the OCLC ftp server, the profiles are set up identically, as shown in the following screenshots.

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Profile Details



Normalization & Validation

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Match Profile

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Set Management Tags

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Inventory Information

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

CSU Implementation Team and TS Working Group Leads

 

10/12/2016 – In preparation for final migration, WorldShare Collection Manager needs to be set up for creation of daily file of new and updated records.   


Collection property and settings to be updated (in document and WorldShare Collection Manager);


Import Profiles & Norm Rules Task Force to review Alma NZ Import Profiles


Finalize Policy Statement

Import Profiles & Norm Rules Task Force

11 Nov  

Test procedure

CSU Implementation Team

TBD

Where applicable, identify and write up procedures in Alma

TBD12/09/16 updated settings based on import profiles task force recommendations. Settings updated: normalization & validation, match profile, set management tags, inventory information. Added screenshots of each tab (Marcus Jun (Unlicensed))


RevisedImport Profiles Task Force

 

Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records"