Bibliographic Record Policies | Description | Status |
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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 | |
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 |
Provider-Neutral Records & Use of Database-Level Records | Recommends the use of Provider-Neutral records for electronic resources to eliminate proliferation of records describing essentially the same content. | Draft |
Outlines the overarching principles regarding working in the Network Zone that CSU libraries must understand. | Draft | |
Operational Policies | ||
Bound-withs | 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 |
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 |
In-Process Brief Bibliographic Records & 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 |
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 | |
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 |
Ordering Using the Network Zone | Recommends using NZ records for ordering materials that will ultimately be shared in the NZ. | 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. | 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 |
Bound-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. | Draft |
Create a Set of All Bound-with Records to Identify Broken Links | Procedures to help libraries determine whether any of migrated bound-with records failed to link. If, after completing the steps in this procedure, libraries identify bound-with records with broken links, follow procedures for Fixing Broken Bound-with Links in Migrated Records. | 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 |
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. | Draft |
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