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Page Properties

Status

Status
colourYellowGreen
titleIn ProgressDecided

Description

CDL Acquisitions 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 appropriate.

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 provide sample record for Resource Management to review and approve.

Target decision date

Date decided

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 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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Stakeholder group

Impact

Resource Management

The network zone will include some brief bibliographic records that 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 support CDL Acquisitions workflows 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

02/21/2023

Incorporate feedback and finalize decision.

Resource Management

02/28/2023

Request feedback on updated page.

CDLNZ-PT

03/01/2023

Inform Acq and e-Resource OST

CDLNZ-PT

6/21/2023

Added related RM-CMOS decision page.