Deleting Network Zone Records Without Inventory from an IZ

 

 

Document status

APPROVED Dec 9, 2016 ; REVIEWED  May 13, 2019  

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

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 

Policy drafted to ensure NZ records without inventory are not deleted from an IZ.

 

To be discussed with TS Working Group.

 

Finalize Policy Statement

Cataloging Task Force

Nov 11, 2016 

 

 

Identify and create best practice recommendations

Cataloging Task Force

Feb 7, 2017 
 

Best practices moved to a separate document.