Deleting Network Zone Records Without Inventory from an IZ
Document status | APPROVED Dec 9, 2016 ; REVIEWED May 13, 2019 |
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Area covered | cataloging, |
Prepared by | Cataloging Task Force |
Adapted from | Orbis Cascade Alliance Technical Services Working Group |
Background
The Alma August 2016 release list of resolved issues indicates that any operator with the Cataloger Extended role may delete an NZ bibliographic record that has no inventory or orders attached to it. (The resolved issues were cases opened by other consortia). Preliminary testing in the Sandboxes found that bibs without inventory can be deleted from the Network Zone by these operators, including those bibs that are linked to bound-with titles in a local IZ.
This policy is to ensure operators working in an Institution Zone do not delete Network Zone records that appear to be without inventory, as those records might be linked to bound-with titles in another local IZ.
Policy Statement
Operators should NOT utilize the feature (i.e., to delete a Network Zone record without inventory while logged in to the Institution Zone) at this time and continue to report NZ deletes to the identified NZ administrator. [To be determined.]
It is our understanding that Ex Libris is to complete development of a batch tool that will allow libraries to delete bibliographic records without inventory and will avoid compromising NZ bibliographic records that are in a bound-with relationship. The batch tool will ensure that child records in a bound-with relationship will be treated as if they have inventory attached and will therefore not be included in the set of “unused” NZ bib records eligible for deletion. Once this tool is available, this policy will be revisited for applicability.
Best Practices in Alma
Deleting Network Zone Records without Inventory from an IZ (Best Practices)
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
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Articulate the need for the policy (background) | Cataloging Task Force | Oct 14, 2016 | Policy drafted to ensure NZ records without inventory are not deleted from an IZ.
| To be discussed with TS Working Group.
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Finalize Policy Statement | Cataloging Task Force | Nov 11, 2016 |
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Identify and create best practice recommendations | Cataloging Task Force | Feb 7, 2017 | Best practices moved to a separate document. |
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