Alma Daily OCLC Bib Record Updates & OCLC WorldShare Collection Manager
Background
The document describes both the WorldCat Collection Manager that is used to create the daily files of new and updated WorldCat records for CSU Libraries, and the Alma Network Zone (NZ) import profiles that are used to load the updated records into the NZ.
Overview
CSU has a collection defined in WorldCat Collection Manager that includes all WorldCat bibliographic records that have title-level holdings attached by one or more CSU libraries. WorldCat Collection Manager uses this collection to create daily files of new and updated WorldCat bib records which are made available to CSU for loading into the Alma Network Zone.
- "New" records are defined as any WorldCat record that has a title-level holdings attached by the first CSU library, i.e., it previously did not have title-level holdings attached by any CSU library.
- "Updated" records have had a change made that meets the criteria we, CSU Libraries, have defined in WorldCat Collection Manger as a change of interest. (To be determined)
Collection Property & Settings
Collection name: CSU Master WorldCat File
Collection size: 6,323,399 as of 3/3/2016
OCLC symbol: CAC
Collection ID: customer.5629.4.calstate
Created: 3/3/2016
Collection Type: Ongoing delivery
Use Proxy: Disable for this collection
Selection Criteria: Any WorldCat master record with title-level holdings attached for one or more of the following OCLC symbols:
CBA, CCH, CDH, CFI, CFS, CLA, CLO, CNO, CS1, CSA, CSB, CTU,
CHU, CSJ, CSO,CSH, CDS, CPO, CPS, CVM, MB@, CSF, MFL, U$C
Maintain WorldCat holdings for CSU = No
Proxy-based URL prefix = None
Enable MARC Records Delivery = Yes
Customize MARC record options: Delete fields: 029, 936, 938, 984
When we would like to receive updated records = Any change to the WorldCat master record
Standard for delivered records: MARC 21 with UTF-8 Unicode
Delivery Frequency = Daily
Alma Network Zone Import Profiles
The "OCLC New Bibs" and "OCLC Updated Bibs" profiles are used to automatically pick-up and load the daily files for new and updated WorldCat bib records. Except for the file name on the OCLC ftp server, the profiles are set up identically, as shown in the following screenshots.
Profile Details
Normalization & Validation
Match Profile
Set Management Tags
Inventory Information
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) | CSU Implementation Team and TS Working Group Leads |
| 10/12/2016 – In preparation for final migration, WorldShare Collection Manager needs to be set up for creation of daily file of new and updated records. | Collection property and settings to be updated (in document and WorldShare Collection Manager); Import Profiles & Norm Rules Task Force to review Alma NZ Import Profiles |
Finalize Policy Statement | Import Profiles & Norm Rules Task Force |
| 12/09/16 updated settings based on import profiles task force recommendations. Settings updated: normalization & validation, match profile, set management tags, inventory information. Added screenshots of each tab (Marcus Jun (Unlicensed)) | |
| Revised | Import Profiles Task Force |
| Revised Match Profile (image) to indicate checked box for "Disregard matches for bibliographic CZ records" |