Background
Bibliographic records provided by vendors may contain order data to create PO lines and inventory info to populate the holdings and item records.
Policy Statement
This document describes the procedures and settings for importing vendor records into the Network Zone. This document will specifically discuss using YBP/Gobi but the considerations and setup will apply to other vendors.
Best practice recommendations
The import process is as follows:
Brief record is added to the NZ and a PO line is created. [New Order import profile]
Full record overlays the brief record. [Repository import profile]
For shelf ready materials, item/holdings record is updated. [Update Inventory import profile]
Procedures in Alma
Link to google doc (comments are enabled): https://docs.google.com/document/d/1OOUMi0_3KwbBFzJRph959SzPMQfEFkeUobaWoWq1izc/edit?usp=sharing
Final draft will be uploaded to ulms wiki as a Word document and PDF.
Action log
| Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) |
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Create a Policy Statement |
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Identify and create best practice recommendations |
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Where applicable, identify and write up procedures in Alma |
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Tasks to be completed
- Type your task here, using "@" to assign to a user and "//" to select a due date