Bibliographic Record Policies | Description | Status |
---|---|---|
Requires use of OCLC as the common bibliographic utility to ensure that the records of CSU libraries can be merged and maintained with greater ease in a shared environment. | Draft | |
Requires cataloging at the WorldCat level. Due to the technical architecture of the Alma NZ, changes must be entered into the WorldCat bibliographic record or they will be lost when the Alma record is overlaid. | Draft | |
Policy sets outs principles regarding working in the Network Zone that CSU libraries must follow (NZ as the shared bibliographic environment, avoid adding duplicate records, and types of records to be excluded from NZ). | Draft | |
The purpose of a floor standard for bibliographic records is to specify minimum standards for completeness, providing CSU libraries expectations on quality and reducing the need for editing and re-editing of records. | Draft | |
Mandates the use of separate bibliographic records for each format of a single title (print vs. electronic). Libraries are not required to convert migrated records using single-record approach. | Draft | |
Provider-Neutral Record and Database-Level Records | Recommends the use of Provider-Neutral records for electronic resources to eliminate proliferation of records describing essentially the same content. This reduces user confusion and leads to better discoverability. | Draft |
Overlaying Bibliographic Records in Alma | Policy and methods for replacing (overlaying) individual bibliographic records in Alma with records exported from OCLC Connexion client or brought into the Network Zone (NZ) from daily OCLC loads. | Draft |
Overlaying Brief Bibliographic Records in the Network Zone | Policy ensures CSU libraries do not introduce duplicate records to the Network Zone. | Draft |
Outlines the overarching principles regarding working in the Network Zone that CSU libraries must understand. | Draft | |
Operational Policies | ||
Bound-Withs | There are two methods for creating bound-withs in Alma: the standard method and an alternate method. CSU libraries must use the standard method 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 |
In-Process Brief Bibs & Minimum Acquisitions Data | Defines minimum acquisitions data elements for order records and mandates that in-process brief bibliographic records for orders be created or imported to the Network Zone. | Draft |
Best Practices, Procedures & Workflows | ||
Alma Daily OCLC Bib Record Updates & OCLC WorldShare Collection Manager | Describes WorldCat Collection Manager that is used to create the daily files of new and updated WorldCat records for CSU libraries, and the Alma NZ import profiles to be used to load the updated records into the NZ. | Draft |
CSU Migration of Local Bibliographic Data to Alma Local Extensions | Identifies local fields to be used as local extensions, mapping of local fields for migration of local bibliographic data to ensure data is protected, and procedure for marking local fields for migration. | Approved February 2016 |
Digital bookplates | Best practices for adding digital bookplates in bibliographic records. | Approved November 2015 |
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