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Background
The Alma August 2016 release list of resolved issues indicates that any operator with the Cataloger Extended role may delete an NZ bibliographic record that has no inventory or orders attached to it. (The resolved issues were cases opened by other consortia). After some brief preliminary testing in the Sandboxes by multiple parties and institutions, it was found that one can delete bibs without inventory from the Network Zone, including those bibs that are linked to bound-with titles in a local IZ.
This policy is to ensure 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 IZ.
Policy Statement
Operators should NOT utilize the feature (i.e., to delete a Network Zone record without inventory while logged in to the Institution Zone) at this time and continue to report NZ deletes to the identified NZ administrator. [To be determined.]
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It is our understanding that Ex Libris is to complete development of a batch tool that will allow libraries to delete bibliographic records without inventory and will avoid compromising NZ bibliographic records that are in a bound-with relationship. The batch tool will ensure that child records in a bound-with relationship will be treated as if they have inventory attached and will therefore not be included in the set of “unused” NZ bib records eligible for deletion.
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) | Cataloging Task Force |
| Policy drafted to ensure NZ records without inventory are not deleted from an IZ. | To be discussed with TS Working Group. |
Finalize Policy Statement | Cataloging Task Force |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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