| Policies | Description | Status |
|---|---|---|
| Bound-withs | Mandates CSU libraries use the standard method for bound-withs to ensure linking information is stored in the Institution Zone and immune from overlay. Host bibliographic records in the Institution Zone should be suppressed. | APPROVED |
| Language of Cataloging | Requires the use of English as the 'Language of Cataloging' in MARC records. CSU libraries should not use OCLC records with a 'Language of Cataloging' other than English for acquisitions or cataloging. | APPROVED |
| Deleting Network Zone Records without Inventory from an IZ | Ensures operators working in an Institution Zone do not delete Network Zone records that appear to be without inventory, but in fact may be linked to bound-with titles in a local Institution Zone. | APPROVED |
| Local Fields | Defines use of "local bibliographic extensions" to protect local data. To be used in conjunction with the Local Fields in Alma & Primo (Procedures). | APPROVED |
| Numeric Character References | Governs the use of Numeric Character References in MARC cataloging records in OCLC (and hence Alma). All settings for Alma should be UTF-8 Unicode. | APPROVED |
| Retaining and Deleting MARC Fields in OCLC Records | Catalogers must retain all MARC fields in OCLC records when exporting from Connexion with the exception of the 029 field, which must be deleted. | APPROVED |
| Suppression of Records for Physical Inventory | Mandates that CSU libraries should suppress records at the holdings level only, not at the bibliographic level. | APPROVED |
| Best Practices, Procedures & Workflows | ||
| Bound-withs: Creating a Host Bibliographic Record | Procedures for creating a host bibliographic record for bound-withs. To be used in conjunction with the Policy: Bound-withs. | APPROVED |
| Create a Set of All Bound-with Records | Creating a set of all bound-with records in Alma is a necessary first step for two potential clean-up processes: 1) when cleaning up bibliographic records that don’t have inventory attached, bound-with constituent records should be excluded, and 2) determining whether any migrated bound-with records failed to link. | APPROVED |
| Deleting MARC Fields in OCLC Records | Brief procedures for deleting 029 field(s) from OCLC records. | APPROVED |
| Fixing Broken Bound-with Links in Migrated Records | Instructions for fixing broken bound-with links in migrated records using normalization rules and create sets functionality in Alma. | APPROVED |
| Guidelines for Editing WorldCat Master Records | These brief guidelines provide clarification as to what can be edited in OCLC master records by member institutions. | APPROVED |
| Local Fields | Provides best practices for adding local fields in Alma. Provides a list of local fields in Alma and Primo and decisions about the display of local data. | APPROVED |
| Overlaying Bibliographic Records in Alma (Procedures) | Detailed procedures for overlaying records in Alma Network Zone. To be used in conjunction with the Policy: Overlaying Bibliographic Records in Alma. | APPROVED |
| Loading WCP Records into Network Zone, including Shelf Ready | Instructions for setup with YBP and WorldCat Cataloging Partner (WCP), and for creating Alma Import Profiles to load WCP records into the Network Zone. | IN PROGRESS |
| Suppression of MARC Fields in OCLC Records from Display in Primo | Identify MARC fields in OCLC master record that should be suppressed from display in Primo (e.g., foreign language subject headings, FAST headings, local notes input by Library of Congress, etc.) | APPROVED |
| Suppression of Records | Brief procedures for suppressing records in Alma. | APPROVED |
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