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Background
Document describes policy and methods for replacing (that is, overlaying) individual bibliographic records in Alma with records exported from OCLC Connexion client or brought into the Network Zone (NZ) from daily OCLC loads. This policy does not apply to batchloads. The objective is to avoid unintended overlays and duplicates in the CSU shared environment. See also Overlaying Bibliographic Records in Alma (Procedures) for more details.
Policy Statement
The NZ contains fully cataloged bibliographic records representing the holdings of all CSU libraries. The NZ may also contain less than full records such as brief records with orders attached.
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- Ensure that the correct OCLC number is in the Alma record;
- Share with Network (if not already in NZ);
- Then Alma is prepared to accept the record, via Connexion export or daily OCLC loads.
Procedures in Alma
See Overlaying Bibliographic Records in Alma (Procedures) for more details.
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) | TS Leads |
| TS Leads identified need for policy and procedures for overlaying bibliographic records in Alma. Policy and procedures adopted from Orbis. | To be discussed with TS Working Group. |
Identify and write up procedures in Alma | TS Leads |
| Procedures drafted. | Discussed with TS Working Group. |
Finalize policy statement | TS Leads |
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