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Background
The document describes both the WorldCat Collection Manager that is used to create the daily files of new and updated WorldCat records for CSU Libraries, and the Alma Network Zone (NZ) import profiles that are used to load the updated records into the NZ.
Overview
CSU has a collection defined in WorldCat Collection Manager that includes all WorldCat bibliographic records that have title-level holdings attached by one or more CSU libraries. WorldCat Collection Manager uses this collection to create daily files of new and updated WorldCat bib records which are made available to CSU for loading into the Alma Network Zone.
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Note: WorldCat Collection Manager also creates a file of "Delete" records which are records which have had the last CSU library title-level holding removed. We have chosen not to load these delete-status records as there is too great a chance that records, such as child records in a bound-with relationship, would be inappropriately deleted from Alma. Ex Libris is currently developing a batch tool requested by Orbis that will be able to create a set of NZ bib records which have no attached inventory, POLs, requests, work orders, etc. AND are not a child record in a bound-with relationship (i.e., are pointed to be a 774 field in an NZ bib record). Ex Libris expects this tool to be ready prior to the end of 2016.
Collection Property & Settings
Collection name: CSU Master WorldCat File
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Delivery Frequency = Daily
Alma Network Zone Import Profiles
The "OCLC New Bibs" and "OCLC Updated Bibs" profiles are used to automatically pick-up and load the daily files for new and updated WorldCat bib records. Except for the file name on the OCLC ftp server, the profiles are set up identically, as shown in the following screenshots.
Profile Details
Normalization & Validation
Match Profile
Set Management Tags
Inventory Information
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) | CSU Implementation Team and TS Working Group Leads |
| 10/12/2016 – In preparation for final migration, WorldShare Collection Manager needs to be set up for creation of daily file of new and updated records. | Collection property and settings to be updated (in document and WorldShare Collection Manager); Import Profiles & Norm Rules Task Force to review Alma NZ Import Profiles |
Finalize Policy Statement | Import Profiles & Norm Rules Task Force |
| 12/09/16 updated settings based on import profiles task force recommendations. Settings updated: normalization & validation, match profile, set management tags, inventory information. Added screenshots of each tab (Marcus Jun (Unlicensed)) | |
| Revised | Import Profiles Task Force |
| Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records" | |
| Revised | Resource Management FUnctional Committee | Updated page with current UI screenshots. |