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Procedures outline detailed steps for overlaying bibliographic records in Alma. To be used in conjunction with the policy “Overlaying Bibliographic Records in Alma.”
Procedures
Searching
Catalogers must search for a title in both the IZ and the NZ tabs. The goal is to determine whether there is a bib record in one, in the other, or in both zones.
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It is also important to relink all inventory and delete any extraneous IZ bib records BEFORE you export from OCLC, especially if the two separate unlinked bibs have the same OCLC number. Alma will create duplicate records if it sees identical OCLC numbers in any zone, even if you have your OCLC export set to the NZ only.
Diagram (created by Mallory DeBartolo)
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 |
| Identified need to adopt procedures to complement policy on the same topic. | To be discussed with TS Working Group. |
Finalize procedures | Cataloging Task Force |
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