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Background

The Alma August 2016 release list of resolved issues indicates that any operator with the Cataloger Extended role may delete an NZ bibliographic record that has no inventory or orders attached to it. (The resolved issues were cases opened by other consortia). Preliminary testing in the Sandboxes found that bibs without inventory can be deleted from the Network Zone by these operators, including those bibs that are linked to bound-with titles in a local IZ.

This policy is to ensure operators working in an Institution Zone do not delete Network Zone records that appear to be without inventory, as those records might be linked to bound-with titles in another local IZ.

Policy Statement

Operators should NOT utilize the feature (i.e., to delete a Network Zone record without inventory while logged in to the Institution Zone) at this time and continue to report NZ deletes to the identified NZ administrator. [To be determined.]

It is our understanding that Ex Libris is to complete development of a batch tool that will allow libraries to delete bibliographic records without inventory and  will avoid compromising NZ bibliographic records that are in a bound-with relationship. The batch tool will ensure that child records in a bound-with relationship will be treated as if they have inventory attached and will therefore not be included in the set of “unused” NZ bib records eligible for deletion. Once this tool is available, this policy will be revisited for applicability.

Best Practices in Alma

Deleting Network Zone Records without Inventory from an IZ (Best Practices)

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