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It is recommended by the AEFG that all new ordering should the order workflow for new orders from within Alma should generally start with a search in the NZ for existing records, both print and online content (exceptions may include GOBI workflows or other order workflows that start in the IZ, such as vendor-supplied records with reconciliation in the NZ later in the process - see (Go-Live) Vendor bib records/overlay rules and Import Profiles - AEFG w/ RMFG (MVP 003) ). In the first few months after Go-Live, however, the usability/functionality of bibliographic records and electronic inventory in the NZ may be in flux, so IZs are advised to monitor the content to make sure it meets their ordering and bibliographic needs.
Electronic inventory workflows aim to incorporate linking to inventory records in the Community Zone. Electronic resource records available in the NZ are presumed to be based on an existing NZ record or a quality bibliographic record imported from OCLC, the CZ, or another source. Workflows for local electronic resources should establish electronic inventory as early in the lifecycle as possible, using either NZ or CZ-level electronic collections. When it makes sense for the content type, e-inventory may be linked to a quality bibliographic record from the NZ or ultimately imported to the NZ. There may be cases to work through in more detail, for example ebooks coming in through various purchasing streams.
For package purchases, it is recommended to use an existing NZ record, and if none exists to use the appropriate e-collection from the CZ. The individual portfolio records for the package will be of CZ quality.
Examples:
single book, journal or database purchases--use a good quality bibliographic record (which is or will be in the NZ), link to the appropriate CZ portfolio on your POL
for package purchases--use the best available e-collection, and accept the quality of portfolio records the CZ provides
Specific vendor/purchase order record settings are determined by local practices, but IZs should be aware that there may be changes to these local practices based on consortium-level decisions regarding statistics-gathering, collection-building, etc. that are determined by a UC-wide governance structure.
Campuses are recommended to reserve new fourth and fifth reporting codes in the PO Line until full discussion takes place with relevant stakeholders. Note that Already-Alma campuses are seeing these new reporting codes in their current Alma instances. Analytics functionality for these fields will be released in June by Ex Libris.
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Action/Point Person | Expected Completion Date | Notes | Status |
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Testing in Alma Analytics |
| Done | |
| Done | ||
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| Done | |
Additional conversation to assess what remaining for the decision page. | May 26, 2021 | Noting this page would incorporate more “procedural” direction vs. 001. Collaborating as needed for selecting resource records, support for inventory management (i.e., including via import profiles). | Done |
AEFG Final Review/Approval | June 2, 2021 | Revisions to recommendations. May need PPC feedback on a couple of areas before finalizing for distribution. | Done |
PPC Approval | June 4, 2021Pending | Recommendation: revise first bullet point to indicate that there are other workflows that do not start in the NZ. | Done |
Distribution | June 7, 2021 | Pending | |
Follow-up for Reporting Codes Testing in Analytics | After Go-Live | Already-Alma campuses may test Analytics for reporting code fields in June. Full testing dependent on CDL Shared Acquisitions Infrastructure and readiness for Analytics build. | Pending |