Alma Daily OCLC Bib Record Updates & OCLC WorldShare Collection Manager

Document status	APPROVED
Area covered	cataloging
Prepared by	Technical Services Working Group Leads
Co-authors	Systems-TS Import Profiles and Normalization Rules Task Force CSU ULMS implementation Team
Adapted from	Orbis Cascade Alliance Collaborative Technical Services Team

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.

"New" records are defined as any WorldCat record that has a title-level holdings attached by the first CSU library, i.e., it previously did not have title-level holdings attached by any CSU library.
"Updated" records have had a change made that meets the criteria we, CSU Libraries, have defined in WorldCat Collection Manger as a change of interest. (To be determined)

Collection Property & Settings

Collection name: CSU Master WorldCat File

Collection size: 6,323,399 as of 3/3/2016

OCLC symbol: CAC

Collection ID: customer.5629.4.calstate

Created: 3/3/2016

Collection Type: Ongoing delivery

Use Proxy: Disable for this collection

Selection Criteria: Any WorldCat master record with title-level holdings attached for one or more of the following OCLC symbols:

CBA, CCH, CDH, CFI, CFS, CLA, CLO, CNO, CS1, CSA, CSB, CTU,

CHU, CSJ, CSO,CSH, CDS, CPO, CPS, CVM, MB@, CSF, MFL, U$C

Maintain WorldCat holdings for CSU = No

Proxy-based URL prefix = None

Enable MARC Records Delivery = Yes

Customize MARC record options: Delete fields: 029, 936, 938, 984

When we would like to receive updated records = Any change to the WorldCat master record

Standard for delivered records: MARC 21 with UTF-8 Unicode

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

Section

Point Person

Expected Completion Date

Last action taken

Next action required

Articulate the need for the policy (background)

CSU Implementation Team and TS Working Group Leads

Oct 14, 2016

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

Dec 9, 2016

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

Jun 6, 2017

Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records"