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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
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Collection Property & Settings
Collection name: CSU Master WorldCat File
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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.
Profile Details
Normalization & Validation
Match Profile
Set Management Tags
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| Section | Point Person | Expected Completion Date | Last action taken | Next 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 |
| 12/09/16 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)) | Test procedure | CSU Implementation Team | TBD | Where applicable, identify and write up procedures in Alma | |
| Revised | Import Profiles Task Force |
| Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records" |