Project Owner:
Overall Status
IN PROGRESS
Meeting Notes
Project Links
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
Major Milestones
| Stage | Complete By | Status |
|---|---|---|
| Import Profiles/Normalization Rules Task Force Formed | COMPLETE | |
| Draft Potential Scope and Policies |
| COMPLETE |
| List of Policies for Submission to COLD | COMPLETE | |
| Policy Drafts to Working Group for Comments, Feedback, and Suggestions | NOT STARTED | |
| Final Policy Drafts | NOT STARTED | |
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 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 info such as Marc 035 tag in a consortial environment. Decide 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.