...
Match method: Unique OCLC identifier match method
Merge rule: Current merge rule is "Connexion import"CSU Bib Overlay NZ. For a comparison of this merge rule and the ones used by the Orbis Cascade Alliance (OCA) please see this google doc.
...
- Serial Match Method: Unique OCLC Identifier
- Non-Serial Match Method: Unique OCLC Identifier
- Merge Method: Connexion import CSU Bib Overlay NZ
- Do not override/merge a record with a lower brief version (unchecked)
- Do not override merge record with an older version (Disabled)
...
- Synchronize with External Catalog (i.e. adding holdings to OCLC): It is unknown how this function would work because the Connexion integration profile is set up at the NZ level and applies CSU-wide. From Alma documentation it seems like publishing holdings to OCLC should be established at the institution level. At the institution level there is a configuration in Alma to synchronize holdings with OCLC.
Optional Alma Configuration: Institution Zone Instances (to enable export from Connexion directly into your Institution Zone - action optional by each institution)
...
- Serial Match Method: Unique OCLC Identifier
- Non-Serial Match Method: Unique OCLC Identifier
- Merge Method: Connexion import CSU Bib Overlay NZ
- Do not override/merge a record with a lower brief version (unchecked)
- Do not override merge record with an older version (Disabled)
...
Section | Point Person | Expected Completion Date | Last action taken | Next action required | ||||||
---|---|---|---|---|---|---|---|---|---|---|
Articulate the need for the policy (background) and document procedures in Alma and Connexion |
| 9/29/2016 - Luiz, Lauren, and Marcus at Northridge discovered that OCLC Connexion Integration Profiles are set in the NZ, necessitating the need for CSU-wide policies on components of the Connexion Integration Profile (merge, match, normalization, and management tags). Emailed Import Profiles / Normalization Task Force with links from Luiz for Orbis' merge and NZ normalization policies. | Import Profiles / Normalization Task Force will develop policies for standardizing all components of the Connexion Integration Profile, including recommended merge, match, normalization, and management tags. | |||||||
Create a Policy Statement for recommended NZ match method | Marcus Jun |
| added match method: unique oclc identifier | |||||||
Create a Policy Statement for recommended NZ merge method | Marcus Jun |
| added info on the current merge rule, Connexion import CSU Bib Overlay NZ and a link to document comparing describing this rule and Orbis' | testing current merge rule and Orbis'|||||||
Create a Policy Statement for recommended NZ normalization | Marcus Jun |
| added info on normalization rule to delete Marc fields: 029,938,948 | |||||||
Create a Policy Statement for recommended management tags (e.g., publish bibs to OCLC) | Marcus Jun |
| added info on not suppressing records from publishingwaiting to hear back from Exlibris on how holdings are synchronized with OCLC Worldcat | |||||||
Where applicable, identify and write up procedures in Alma |
|
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date