Policies
Technical Services Policies, Best Practices & Procedures (November 2015 - July 2017)
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| Suppression of Records for Physical Inventory | Policy provides two methods for suppression of records (at the bibliographic and at the holdings level). | APPROVED |
| Withdrawals | Policy governing the withdrawal of physical items in Alma. CSU libraries are required to follow the procedures as outlined in this policy. | APPROVED |
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| MARC Holdings Records | Best practices for encoding holdings records for monographs and serials. | APPROVED | ||||||
| Holdings Records for Accession/Shelving Control Numbers | Procedures for configuring physical locations to set up call number type as shelving control numbers and applying a normalization rule to update existing holdings records to conform to the encoding of shelving control numbers according to MARC Holdings Records best practices. | APPROVED | ||||||
| Recommendations for mapping and displaying specific notes in their own separate labels (fields) in Primo. |
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| Suppression of Records | Brief procedures for suppressing records in Alma. | APPROVED | ||||||
| Title for Boundwith Host Records | Replaces current title “Host bibliographic records for boundwith item barcode ****” with “Multiple titles bound as a single volume with the barcode ****. | APPROVED |
Guide
| Resource Management Training Guide (Draft) | With this guide, the Unified Library Management System (ULMS) Resource Management Functional Committee seeks to outline competencies for resource management staff working in Alma and related systems. Resource management in Alma covers a range of processes and overlaps with other functional areas. This guide aims to organize these processes, best practices, and policies in an outline to which resource management staff can refer when addressing institutional training needs. The guide will be a living document and may be updated based on the consortium’s needs. |