Import Profiles for Loading Brief Order Records and WCP into NZ

Owned by Marcus Jun (Unlicensed)
Last updated: Jul 03, 2019 by Luiz Mendes
1 min read
Document status

APPROVED; REVIEWED  

Area coveredCataloging, Acquisitions, Systems
Lead AuthorMarcus Jun (Unlicensed)
Co-authorsMicah Jeffries (Unlicensed), Moon Kim (Unlicensed), Liz Rallos, Jeremy Hobbs

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:

  1. Brief bibliographic record is added to the NZ and a PO line is created. [New Order import profile]

  2. Full bib record overlays the brief bib. [Repository import profile]

  3. For shelf-ready materials, item/holdings record is updated. [Update Inventory import profile]

Procedures in Alma

Google doc (June 2017)

PDF version (June 2017)

Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

Marcus Jun (Unlicensed)

 





Create a Policy Statement

Marcus Jun (Unlicensed)

 



Identify and create best practice recommendations

Marcus Jun (Unlicensed)


 



Where applicable, identify and write up procedures in Alma

Marcus Jun (Unlicensed)