Import Profiles / Norm Rules (Joint Tech Services / Systems Task Force)
- Lauren Magnuson (Unlicensed)
- Micah Jeffries (Unlicensed)
- Moon Kim (Unlicensed)
- Marcus Jun (Unlicensed)
Owned by Lauren Magnuson (Unlicensed)
Project Owner:
Overall Status
IN PROGRESSÂ
Meeting Notes
Project Links
Tentative 2017 Goals and Objectives
Major Milestones
| Stage | Complete By | Status |
|---|---|---|
| Import Profiles/Normalization Rules Task Force Formed | Â | COMPLETE |
| Draft Potential Scope and Policies | Â | COMPLETE |
| List of Policies for Submission to COLD | COMPLETE | |
| Policy Drafts to Working Group for Comments, Feedback, and Suggestions | COMPLETE | |
| Final Policy Drafts | COMPLETE | |
| Pre-2017 Go-Live Proposals for Goals and Objectives | COMPLETE | |
| Continued Testing of Import Profiles | Â | IN PROGRESS |
| Go-Live Readiness Check | Â | IN PROGRESS |
Project Team
| Role | Name |
|---|---|
| Sponsor | |
| Project Lead | Micah Jeffries (Unlicensed) |
| Team Members | Elizabeth Rallos, San Marcos (erallos@csusm.edu) Jeremy Hobbs, San Luis Obispo (jthobbs@calpoly.edu) |
| Vendor Contacts | |
| Informed / Other Stakeholders | Technical Services and Systems |
Why are we doing this?
To develop consortial guidelines on how records are imported and normalized in the Network Zone.
Goals
Establish policies on treatment of NZ records to prevent duplicates and protect crucial information, such as Marc 035 tag in a consortial environment.
- Determine if import profiles may delete NZ records.
- Develop normalization and merge rules that can be applied CSU-wide in import profiles.
- Designate a match method and management tags that apply CSU-wide using the NZ import profile.
- Determine how CSU libraries’ holdings will be represented in OCLC Worldcat.
- Develop system-wide naming conventions for shared import profiles/normalization rules.
2017 Objectives
- Review and finalize task force policies
- match methods
- merge methods
- management tags
- network zone normalization
- match methods
- Develop guidelines and procedures on importing vendor records without OCLC numbers
- match methods to use when records lack OCLC numbers
- how to manually handle or automatically merge matched records
- match methods to use when records lack OCLC numbers
Status Reports
Related Activities
1. List of preliminary topics being considered
2. Working/discussion document of draft policies
3. Draft of task force policies to be added to Confluence
Orbis Cascade Alliance (OCA) Technical Services documentation