Each workflow diagram is accompanied by a narrative that describes each step and refers to Ex Libris documentation where appropriate. Initially they are meant to be used in conjunction with each other but the need for the narrative may decrease as you become more familiar with Alma.
The workflows below are living documents. Revisions will continue as processes are solidified and policy decisions are made. If you have feedback about the workflows or suggestions to improve them contact Mallory DeBartolo.
| File Name | Date revised |
|---|---|
| 8/10/16 | |
| 8/10/16 |
Points of Consideration for the Technical Service Working Group
The TSWG needs to make policy recommendations and clarifications in the following areas to allow for increased granularity in forthcoming workflows:
- Network Zone cataloging for new Physical Items
- Are we cataloging in OCLC prior to importing a bib into Alma?
- What types of records can go into the NZ? Can brief bibs go in the NZ? Do we suggest using brief bibs or having an acq staff member obtain a bib from OCLC or link to appropriate NZ record (even though they are not "technically" catalogers)?
- Vendor provided bibs – can those go into the NZ? If some can’t and some can how will we record and update this information?
- Match rules – what parameters are used to compare and match imported records? Establish rules for NZ and recommendations for IZ?
- E-Resources policies
- Recommendation of when to link to the CZ for collections and eBooks – what is a “good enough” record? How will this list be maintained and distributed pre and post-migration?
- Will best practices include what to include in records to better organize electronic collections and portfolios? Or will this be left up to each institution? Is this practice necessary in Alma?
