Bibliographic Utility
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Document status | APPROVEDÂ Dec 9, 2016; REVIEWED May 16, 2019Â |
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Area covered | cataloging |
Prepared by | Technical Services Working Group Leads |
Adapted from | Orbis Cascade Alliance Bibliographic Mandates Review Group |
Updated | Jan 5, 2017Â |
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Background
The presence of OCLC WorldCat record numbers in bibliographic records makes it possible to match records in Alma when materials are owned by multiple CSU libraries. The OCLC record number provides a match point that simplifies record loading, record maintenance, and other technical operations. Requiring use of a common bibliographic utility ensures that the records of CSU libraries can be merged and maintained with greater ease in a shared environment. If multiple bibliographic utilities were allowed, individual institutions might lower their cataloging costs. However, such an environment would significantly increase the complexity and cost of operating a shared system.
Policy Statement
Libraries must use OCLC as their primary bibliographic utility
Libraries must use the OCLC record number as their primary match point when importing records into Alma, except in cases where a policy has been established to use a different match point
The following types of bibliographic records are not required to contain OCLC numbers nor to have holdings set in WorldCat:
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records created for ordering purposes
personal-copy course reserves
titles borrowed on ILL from outside the CSU consortium
inventory control of equipment
records representing titles in a knowledge base (e.g., Alma CZ records)
government document sets from current gov docs mgt (was: CRDP, MARCIVE; OCLC CM in 2025)
host bibliographic records for bound-withs
suppressed bibliographic records
record sets provided by vendors other than OCLC, including leased book sets
Action log
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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 | Oct 14, 2016Â | Policy needed to regulated the use of OCLC as the standard bibliographic utility. Â | To be discussed with the TS Working Group. Â |
Finalize Draft Policy Statement | TS Leads | Nov 11, 2016Â | Â | Â |
Updated | TS Leads | Jan 5, 2017Â | Minor correction. | Â |
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