Alma Brief Record Level Configuration

Owned by Carole Correa-Morris (Unlicensed)
Last updated: Jul 04, 2019 by Luiz Mendes
2 min read
Document status

APPROVED  ; REVIEWED  

Area coveredacquisitions, cataloging
Lead Author

Wendy Vermeer (Unlicensed)

Co-authors

Carole Correa-Morris (Unlicensed), @Del Williams, @Kim Valenzuela,@Moon Kim, @Tyler Rogers

Background

Alma supports 10 levels (often referred to as “Encoding Levels”) of brief bibliographic records. This policy articulates recommended Brief Record Level Configuration Rules for records.

Policy Statement

The rule "CSU Brief Level Rule" is written to implement the following hierarchical logic based on value in the Leader byte 17 "Encoding Level" and applies to records imported to the NZ:

Mapping Information

The NZ Brief Record Level Rule is mapped as follows from the Leader byte 17 "Encoding Level" of the MARC record:

Alma Brief Level

Leader byte 17

Description

10

(blank)

Full level

09

I / L

Full level input by OCLC participants (uppercase “i”) / Full level input added from a batch process (future: use ‘M’ instead)

08

1

Full level, material not examined

07

4

Core level

06

K / M

Less-than-full added from a batch process

05

2 / 7

Less-than-full level, material not examined / Minimal level (OCLC Bib Formats: OCLC participants cataloging online at Minimal level, use ‘K’)

04

8

Pre-publication level

03

3

Abbreviated level

02

5

Partial (preliminary) level (and other codes, e.g., u & z, as encountered and appropriate)

01

J

Deleted record


Note: institutions have the ability to create import profiles that utilize "CSU Brief Level Rule." Otherwise, import profiles that load records into an institution's IZ (i.e., have "Use Network Zone = No") will use the local IZ Brief Level Rule.

Documentation (Ex Libris)

"Working with Brief Record Levels" (see Setting the Brief Level Rule Default in the Metadata Configuration)

Action log


SectionPoint Person

Expected Completion Date

Last action taken

Articulate the need for the policy (background)

Acquisitions Task Force

 

Need to set brief record level configuration in the NZ.

Sent to Technical Services Working Group

Create a Policy Statement

Wendy Vermeer (Unlicensed)

 

Drafted policy and input draft.

Identify and create best practice recommendations

Wendy Vermeer (Unlicensed)


 



Revised Luiz Mendes

Created "CSU Brief Level Rule" in NZ (Marcus Jun, Import Profiles Task Force)

Cataloging Task Force Import Profiles Task Force

 

Revised policy. Added reference to CSU Brief Level Rule created for the NZ.