Using Import Profiles to Load Vendor Brief Bib & Order Records into NZ
- Carole Correa-Morris (Unlicensed)
- Jessica Hartwigsen
- Rae Ann Stahl (Unlicensed)
- brandon dudley (Unlicensed)
Background
Campuses will need the capability to add batches of brief records from vendors to the CSU Network Zone. In order to increase consistency of records, optimize the potential for collaborative collection development, and reduce unwanted duplication, a best practice is being recommended regarding the development and use of Alma Import Profiles for loading these records into the NZ. This process will enable the inclusion of minimum acquisitions data for brief records entered at the time of order, and can be integrated to utilize various vendor services and workflows.
Best practice recommendations
When loading brief records from vendors into the CSU Network Zone, campus libraries should utilize Alma import profiles that are configured to standardize the inclusion of recommended "minimum acquisitions data" as well as other data recommended for shared NZ records going forward. One of the most efficient ways to accomplish this is to utilize the recommended processes shown at Import Profiles for Loading Brief Order Records and WCP into NZ.
Procedures in Alma
Import Profiles for Loading Brief Order Records and WCP into NZ
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Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) | @ACQ TF |
| ||
Identify and create best practice recommendations | @ACQ TF |
| ||
Where applicable, identify and write up procedures in Alma | @ACQ TF, Import Profiles Taskforce, Marcus Jun |
| Procedures posted at Import Profiles for Loading Brief Order Records and WCP into NZ |
Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date