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Status

Status
colourYellow
titleIn Progress

Description

CDL Acquisitions will occasionally need to create orders prior to full bibliographic or electronic collections/portfolios are available. In order to allow CDL Acquisitions work to go forward, they need needs the ability to create brief bibs in the network zone in order to create orders for consortial resources to account for various scenarios.

Decision summary

CDL Acquisitions will create a brief bibliographic record for ordering when an appropriate full bibliographic record or NZ inventory is not available.

Owning group

CDLNZ-PT

Approver

CDLNZ-PT, Resource Management OST

Consulted

Resource Management OST

Informed

Acquisitions OST, E-Resources OST

Decision-making process

CDLNZ-PT will test and then consult with provide sample record for Resource Management to get their feedbackreview and approve.

Target decision date

Date decided

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Excluding a few exceptions, Resource Management requires all NZ bibliographic records to include OCLC numbers. It is common practice at the institutional zone level to create brief bib records for use in ordering. However, they are not shared with the network zone per policy. Because CDL Acquisitions works exclusively in the network zone, any brief bib records they create for orders must be in the network zone. Requiring CDL Acquisitions to wait for full bibliographic records or network zone inventory could , in some cases, significantly frequently delay creating orders in Alma. The lack of timely order records would impact CDL Shared Collections' financial reports to campuses.

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Recommendation

When necessarilynecessary, CDL Acquisitions will create a brief suppressed bibliographic record for ordering when an appropriate full bibliographic record or NZ inventory is not available.. Possible scenarios include:

  • Proscribed by CDL workflow

  • E-Inventory in the CZ is insufficient or unavailable at the time of order

  • E-Inventory requires review or augmentation

  • No inventory is purchased, for example Aeon

Process

When creating a brief order bib, CDL Acquisitions will use the “CDL - ACQ Database brief record” template. Which a brief record template prefaced by ACQ., which will include a 035 field of “This#record#is#not#for#cataloging” and 590 fields with “This record is for CDL Acquisitions use only with no OCLC# and suppressed. NO IZ editing.” and “Use this record for both NZ and IZ POLs” . The all-caps will be replaced with relevant information and a norm rule will be created that would remove any leftover fields.

Each record will be suppressed from discovery and set to “Don’t Publish” to Worldcat.

include screenshot of sample template

Impact

Stakeholder group

Impact

Resource Management

The network zone will include some brief bibliographic records that don’t do not have OCLC numbers. These will be viewable in Alma but not Primo VE.

CDL Shared Collections staff

Allowing the creation of brief bib records will all support CDL Acquisitions to create in creating order records prior to specific title/inventory information becoming available.

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