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Document describes policy and methods for replacing (that is, overlaying) individual bibliographic records in Alma with records exported from OCLC Connexion client or brought into the Network Zone (NZ) from daily OCLC loads. This policy does not apply to batchloads. The objective is to avoid unintended overlays and duplicates in the CSU shared environment. See also Overlaying Bibliographic Records in Alma (Procedures) for more details.
The NZ contains fully cataloged bibliographic records representing the holdings of all CSU libraries. The NZ may also contain less than full records such as brief records with orders attached.
It is CSU policy that newly cataloged titles go in the NZ in order to facilitate cooperative collection development and collaborative technical services. Brief records for new orders also go in the NZ.
The following steps must be done even if the cataloger is allowing the daily OCLC loads to bring the bib record into the NZ, rather than exporting from Connexion:
Key points to remember (in this order!):
See Overlaying Bibliographic Records in Alma (Procedures) for more details.
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) | TS Leads |
| TS Leads identified need for policy and procedures for overlaying bibliographic records in Alma. Policy and procedures adopted from Orbis. | To be discussed with TS Working Group. |
Identify and write up procedures in Alma | TS Leads |
| Procedures drafted. | Discussed with TS Working Group. |
Finalize policy statement | TS Leads |
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