Background
Bibliographic records provided by vendors may contain order data to create PO lines and inventory info to populate the holdings and item records. Import profiles include specifications for loading WorldCat Cataloging Partners (WCP), including shelf-ready, bibliographic records.
Policy Statement
This document describes the procedures and settings for importing Marc records provided by vendors into the Network Zone. This document will specifically discuss using YBP/Gobi but the considerations and setup will apply to other vendors. It also describes the match settings to use when importing Marc records with or without OCLC numbers.
Best practice recommendations
The import process is as follows:
Brief bibliographic record is added to the NZ and a PO line is created. [New Order import profile]
Full bib record overlays the brief bib. [Repository import profile]
For shelf-ready materials, item/holdings record is updated. [Update Inventory import profile]
Procedures in Alma
Google doc (June 2017)
(may be easier to navigate by headings than the PDF version)
PDF version (June 2017)
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) |
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Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date