Bound-Withs

Document status	APPROVED Dec 9, 2016; reviewed May 13, 2019
Area covered	cataloging
Prepared by	Cataloging Task Force
Adapted from	Orbis Cascade Alliance Collaborative Technical Services Team

Background

There is only one method for creating new records for bound-withs in Alma that will work under the OCLC master record approach adopted by CSU libraries.

Policy Statement

When creating new bound-with records, CSU libraries must follow the method described in Bound-withs: Creating a Host Bibliographic Record. This is the only method that will ensure linking information is stored in the IZ and protected from overlay. Host bibliographic records, including those created during migration, should be suppressed in order to avoid confusing displays in Primo.

Alternate methods

Other methods for creating bound-with records may be suggested in Ex Libris documentation. These suggested methods will not work in our shared network environment, as linking 77X fields added to NZ records will be deleted when an overlay is triggered by an update to the OCLC master record in WorldCat.

Suppression

Host bibliographic records in the IZ should be suppressed. This helps prevent confusing displays in Primo. Follow this procedure for Host Bibliographic record suppression.

Procedures in Alma

Bound-withs: Creating a Host Bibliographic Record

Action log

Section	Point Person	Expected Completion Date	Last action taken	Next action required

Section	Point Person	Expected Completion Date	Last action taken	Next action required
Articulate the need for the policy (background)	Cataloging Task Force	Oct 14, 2016	9/15/16 - Policy needed to establish the method required for creating bound-withs in a shared environment (NZ)	Discussion with TS Working Group.
Finalize Policy Statement	Cataloging Task Force	Nov 11, 2016
Policy revised	Cataloging Task Force	Jan 30, 2017
Where applicable, identify and write up procedures in Alma	Cataloging Task Force	Nov 11, 2016