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There are several methods for creating new records for bound-withs in Alma. Only one method will work under the OCLC master record approach adopted by CSU libraries. For procedures, see “BoundBound-withs: Create Creating a Host Bibliographic Record.”
Policy Statement
CSU libraries must use the standard method below when creating new records for a bound-with to ensure linking information is stored in the IZ and protected from overlay. Host bibliographic records, including those created during migration, should be suppressed.
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This method may be suggested by Ex Libris, but CSU libraries should not follow it. Linking fields (774) are added to one of the constituent bib records, making it serve as the host record. Holdings are attached to this bib, and the other bibs become related records.
This method is included in an Ex Libris presentation, but CSU libraries should not follow it. One of the constituent records serves as a host record. Holdings are attached to this bib, and the other records become related records. Linking fields (773) are then added to the related records, pointing back to the host record.
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Host bibliographic records in the IZ should be suppressed. This helps prevent confusing displays in Primo.
Procedures in Alma
Bound-withs: Create Creating a Host Bibliographic Record
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 TF |
| 9/15/16 - Policy needed to establish the method required for creating bound-withs in a shared environment (NZ) | Discussion with TS Working Group. |
Finalize Policy Statement | Cataloging TF |
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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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