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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 best practice 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, and can be integrated to utilize various vendor services and workflows.
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. One of the most efficient ways to accomplish this is to utilize the recommended processes shown at Import Profiles for Loading Brief Order Records and WCP into NZ.
Identify specific practices that can be applied across the CSU to all Alma instances. Why are these practices preferred over others? If the reader needs to make decisions provide guidelines for how a user can effectively evaluate options?
Import Profiles for Loading Brief Order Records and WCP into NZ
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) | @ACQ TF |
| 9/15/16 - Met with the working group. Discussed that this is a policy being considered by the leads group? | Mallory will draft the need for the policy and send to the leads on 9/26/16. After review it will be sent to the working group listserv for approval/additions by 10/10/16. |
Identify and create best practice recommendations | @ACQ TF |
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Where applicable, identify and write up procedures in Alma | @ACQ TF, Import Profiles Taskforce, Marcus Jun |
| Procedures posted at Import Profiles for Loading Brief Order Records and WCP into NZ |