Policies | Description | Status |
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Bound-Withswiths | Mandates CSU libraries use the standard method for bound-withs to ensure linking information is stored in the Institution Zone and immune from overlay. Host bibliographic records in the Institution Zone should be suppressed. | Draft | |
Language of Cataloging | Requires the use of English as the 'Language of Cataloging' in MARC records. CSU libraries should not use OCLC records with a 'Language of Cataloging' other than English for acquisitions or cataloging. | Draft | |
Deleting Network Zone Records without Inventory from an IZ | Ensures operators working in an Institution Zone do not delete Network Zone records that appear to be without inventory, but in fact may be linked to bound-with titles in a local Institution Zone. | Draft | |
Local Fields | Defines use of "local bibliographic extensions" to protect local data. To be used in conjunction with the procedures Local Fields in Alma & Primo. | |
Numeric Character References | Governs the use of Numeric Character References in MARC cataloging records in OCLC (and hence Alma). All settings for Alma should be UTF-8 Unicode. | Draft | |
Retaining and Deleting MARC Fields in OCLC Records | Catalogers must retain all MARC fields in OCLC records when exporting from Connexion with the exception of the 029 field, which must be deleted. | Draft | |
Suppression of Records for Physical Inventory | Mandates that CSU libraries should suppress records at the holdings level only, not at the bibliographic level. | DraftPolicy provides two methods for suppression of records (at the bibliographic and at the holdings level).
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Withdrawals | Policy governing the withdrawal of physical items in Alma. CSU libraries are required to follow the procedures as outlined in this policy. | |
Best Practices, Procedures & Workflows |
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Local Fields | 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. | DraftBound-withs: Creating a Host Bibliographic Record | Procedures for creating a host bibliographic record for bound-withs. To be used in conjunction with the Policy: Bound-withs. | |
Cataloging E-Book Packages and Single Titles | General outline of procedures for cataloging e-book packages (collections) and single e-book titles (portfolios). Procedures apply to both e-book and e-media packages and single titles. | |
Create a Set of All Bound-withs to Identify Broken Links | Procedures to help libraries determine whether any of migrated boundwith records failed to link. If, after completing the steps in this procedure, libraries identify boundwith records with broken links, follow procedures for Fixing Broken Bound-with Links in Migrated Records. | Draftwith Records | Creating a set of all bound-with records in Alma is a necessary first step for two potential clean-up processes: 1) when cleaning up bibliographic records that don’t have inventory attached, bound-with constituent records should be excluded, and 2) determining whether any migrated bound-with records failed to link. | |
Deleting MARC Fields in OCLC Records | Brief procedures for deleting 029 field(s) from OCLC records. | |
Deleting Network Zone Records without Inventory from an IZ (Best Practices) | Best practices recommendations to ensure operators working in an Institution Zone do not delete Network Zone records that appear to be without inventory. | |
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. | |
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. | |
Guidelines for Editing WorldCat Master Records | These brief guidelines provide clarification as to what can be edited in OCLC master records by member institutions. | |
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. | Draft | Overlay | |
Numeric Character References (Best Practices) | Provides best practices for dealing with numeric character references in records using non-Latin scripts. | |
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. | Draft |
Loading WCP Records into Network Zone, including Shelf Ready | Instructions for setup with YBP and WorldCat Cataloging Partner (WCP), and for creating Alma Import Profiles to load WCP records into the Network Zone. | In-progress |
Suppression |
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 from Display 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.) | In-progress | |
Suppression of Records | Brief procedures for suppressing records in Alma. | |