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Digital bookplates | Best practices for adding digital bookplates in bibliographic records. | |
Electronic Resource Management (ERM) | Best practices, policies and procedures for Electronic Resource Management | |
Fixing Broken Bound-with Links in Migrated Records | Instructions for fixing broken bound-with links in migrated records using normalization rules and create sets functionality in Alma. | |
Guidelines for Editing WorldCat Master Records | Provides clarification as to what can be edited in OCLC master records by member institutions. | |
How to Link Records to NZ that Multi-matched with NZ-CZ Records | Document outlines brief steps describing the process for each institution to analyze their multi-match report after final data load and assess if re-importing records process is required. | |
Identification of Resource Types from MARC Bibliographic Records | Document provides relevant MARC values to identify resource types. The list of resource types were selected as the “facets” to represent resource types in Primo. | |
Import Profiles for Loading Brief Order Records and WCP into NZ | Procedures and settings for importing MARC records provided by vendors into the NZ. This document will specifically discuss using YBP/Gobi but the considerations and setup will apply to other vendors. It also describes the match settings to use when importing MARC records with or without OCLC numbers. | |
Local Fields in Alma & Primo | Provides best practices for adding local fields in Alma. Provides a list of local fields in Alma and Primo and decisions about the display of local data. To be used in conjunction with the policy Local Fields. | |
Marcive Gov Docs: Documents without Shelves | Recommendations for a consortium subscription and management of Documents without Shelves centrally in Alma. | |
Numeric Character References (Best Practices) | Provides best practices for dealing with numeric character references in records using non-Latin scripts. | |
Local Field for Course Reserves (Restricted) | Recommends use of default-system local field (999) to encode course reserves restricted resources (personal copies). | |
Overlaying Bibliographic Records in Alma (Procedures) | Detailed procedures for overlaying records in Alma Network Zone. To be used in conjunction with the Policy: Overlaying Bibliographic Records in Alma. | |
Publishing to OCLC | Procedures for setting up a Data Sync Collection (WorldShare Collection Manager) and configuring Alma in support of "publishing to OCLC" functionality. | |
Suppression or Display of MARC Fields in OCLC Records in Primo | Identify MARC fields in OCLC master record that should be suppressed from display in Primo (e.g., foreign language subject headings, FAST headings, local notes input by Library of Congress, etc.) | |
Suppression of Records | Brief procedures for suppressing records in Alma. | |