Management Tags
- Lauren Magnuson (Unlicensed)
- Christina Hennessey
- Micah Jeffries (Unlicensed)
Document status | APPROVED |
|---|---|
Area covered | Cataloging, Import Profiles |
Lead Author | Jeremy Hobbs |
Co-authors | @Micah Jeffries (Unlicensed), @Marcus Jun (Unlicensed), @Moon Kim (Unlicensed), Elizabeth Rallos |
Background
When importing records into the NZ, management tags can be used to suppress bibliographic records from display in Primo and to synchronize holdings with OCLC.
Policy Statement
The task force recommends that NZ import profiles not suppress NZ bibliographic records from Primo. The Orbis Cascade Alliance has found that suppressing at the bibliographic level may have negative consequences on collection analysis and statistics.
Exlibris documentation on managing records in a Network Zone states that “publishing to OCLC is processed at the local institution level since this process is used to expose institutions' physical holdings. Each institution in a collaborative network determines how bibliographic and holdings records are published.”
The task force recommends that OCLC holdings be updated through an automatic job established in each campus’ instance of Alma.
Best practice recommendations
Suppress record/s from publish/delivery should be unchecked.
Synchronize with OCLC should be Publish Bibliographic records.
Procedures in Alma
Action log
Section | Point Person | Expected Completion Date | Last action taken | Next action required |
|---|---|---|---|---|
Articulate the need for the policy (background) | Oct 14, 2016 |
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Create a Policy Statement | Nov 11, 2016 |
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Identify and create best practice recommendations | Nov 11, 2016 |
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Where applicable, identify and write up procedures in Alma | Nov 11, 2016 |
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