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Background
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.
Decision
When necessarilyThe lack of timely order records would impact CDL Shared Collections' financial reports to campuses.
Recommendation
When necessary, CDL Acquisitions will create a brief suppressed bibliographic record for ordering.
Ordering off Network Zone Inventory will likely occur when an appropriate full bibliographic record or NZ inventory is not available.:
A matching collection already exists in the Community Zone
There is a 1:1 relationship between the electronic collection and order
There is an easy grouping of e-inventory with an order
Possible scenarios for ordering off a brief bib include:
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
Order includes many different collections, particularly when lumped into one payment by the vendor or by the recharge process.
Other misc scenarios as proscribed by CDL workflow
Process
When creating a brief order bib, CDL Acquisitions will use the “CDL - ACQ Database brief record” template. Which will include a 035 field of “This#record#is#not#for#cataloging” and 590 fields with a brief record template prefaced by CDL ACQ. The 035 field will be left blank. 590 fields would include:
“This record is for CDL Acquisitions use only with no OCLC# and suppressed. NO IZ editing. Do NOT use for cataloging.”
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“Use this record for both NZ and IZ POLs” .
Any all-caps fields will be replaced with relevant information. After all required information has been entered, a norm rule will be run that would remove any unedited all-caps fields. Each record will be suppressed from discovery and set to “Don’t Publish” to Worldcat.
Template:
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Example Record:
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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 order records prior to specific title/inventory information becoming availableworkflows when creating order records. |
Related Decision
Local bibliographic data (5XX-9XX) - RM-CMOS has set aside MARC fields 927-929 for CDL Acquisitions' use.
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|
CDLNZ-PT | 01/31/2023 | CDLNZ Review draft decision page and send to Resource Management OST for review. | |
Resource Management | 02/09/2023 | Provide feedback to CDLNZ | |
CDLNZ-PT | 02/1421/2023 | Incorporate feedback and finalize decision. | |
Resource Management | 02/28/2023 | Request feedback on updated page. | |
CDLNZ-PT | 0203/1401/2023 | Inform Acq and e-Resource OST | |
CDLNZ-PT | 6/21/2023 | Added related RM-CMOS decision page. |