Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Page Properties


Document status

Status
colourGreen
titleAPPROVED
  ;
Status
colourGreen
titleREVIEWED
   

Area coveredacquisitions, cataloging, electronic resources management
Prepared byTechnical Services Working Group Leads
Adapted fromOrbis Cascade Alliance Bibliographic Mandates Review Group


Background

Traditional national practice has been to catalog every manifestation of a title on its own bibliographic record (“separate records”). Exceptions have been made for electronic resources, first for serials and then for monographs: an electronic version is added to the same bibliographic record for a print resource (“single record”). At the current time, separate records are the dominant approach, but single records are accepted as a variant practice. A limited use of single records may need to remain for the long term due to established national practice: for example, print and microform records for the U.S. Newspaper Project.

Policy Statement

  • CSU libraries must use separate bibliographic records for each format of a single title
  • Members are not required to convert migrated single records. Specific conversion projects may be undertaken to solve problems in Primo
  • Limited single records may need to remain due to established national practice: for example, print and microform records for the U.S. Newspaper Project

...

Another reason to use separate records is that Primo allows users to refine their searches using faceting by format, which is dependent on the coding in the bibliographic record. For Primo faceting to work accurately and comprehensively, resources must be on bibliographic records that specifically describe their formats. Primo icons also serve as guides to selection of materials and they rely on coding in the bibliographic record in order to correctly correspond to the resource.

Action log


Section
Point Person

Expected Completion Date

Last action taken
Next action required

Articulate the need for the policy (background)

TS Leads

 

Policy needed to establish general principles governing the work in Alma and the Network Zone.


To be distributed to TS Working Group for discussion.


Finalize Policy Statement

TS Leads

 




...