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Document status

DRAFT

Area coveredacquisitions, cataloging
Lead AuthorMoon Kim (Unlicensed)
Co-authors

Carole Correa-Morris (Unlicensed), Tyler Rogers, Kim Valenzuela, Del Williams, Wendy Vermeer

Background

Libraries need to make collection development and acquisitions decisions based on the most current and accurate data – a necessity even more important in the CSU's shared environment. Alma’s consortial functionalities provide real-time look into the acquisitions activities of CSU libraries and the increased transparency across the system will assist in future collection development decisions. A policy is required to avoid the creation of duplicate records and support the on-going maintenance of shared records. The benefits and the impact of creating order records based on the CZ, NZ, and IZ have been considered.

Policy Statement

When ordering materials for individual campus collections that are to be made visible in the Alma Network Zone (NZ), acquisitions staff at CSU libraries should create order records based on the bibliographic records in the NZ.  Materials that are not expected to be shared in the Alma NZ (such as laptops and other in-house equipment or local-only special collections) need not be ordered in the Network Zone. 

Best practice recommendations

As stated, in the interest of system-wide collaboration, it is best for materials to be linked to the Network Zone at point of order when possible.  Prior to ordering and obtaining any bibliographic records from external sources, the NZ should be consulted for matching bibliographic records.  If a match is found, the local PO Line should be added to that bibliographic record. In the event that no existing match is found in the NZ, and in order to maintain a consistent and accurate NZ catalog, brief bibliographic records may be created and added to the NZ in accordance with the policy "In-Process Brief Bib Records with Minimum Acquisitions Data".

Procedures in Alma

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Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for the policy (background)

@Moon Kim

 

10/12/16: consulted with task force on the need for policy; working draft submitted




Create a Policy Statement

 



Identify and create best practice recommendations


 



Where applicable, identify and write up procedures in Alma


 




Tasks to be completed

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