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Document status

DRAFT

Area coveredacq, cataloging
Lead AuthorCarole Correa-Morris (Unlicensed)
Co-authors

Moon Kim (Unlicensed), Tyler Rogers, Wendy Vermeer, Del Williams, Kim Valenzuela

Background

Campuses will need the capability to add batches of brief records from vendors to the CSU Network Zone.  In order to increase consistency of records, optimize the potential for collaborative collection development, and reduce unwanted duplication, a policy is being recommended regarding the development and use of Alma Import Profiles for loading these records into the NZ.  This process will enable the inclusion of minimum acquisitions data for brief records entered at the time of order.


Policy Statement

When loading brief records from vendors into the CSU Network Zone, campus libraries should utilize Alma import profiles that are configured to standardize the inclusion of recommended "minimum acquisitions data" as well as other data recommended for shared NZ records going forward.


Best practice recommendations

Procedures in Alma

See Orbis Alliance document here.

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

 



Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

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