Brief Order Records for CDL Acquisitions

See Best Practices for Decision Pages and Tags for groups

Legend: NOT STARTED IN PROGRESS STALLED DECIDED

Status	IN 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 the ability to create brief bibs in the network zone.
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
Consulted	Resource Management OST
Informed	Acquisitions OST, E-Resources OST
Decision-making process	CDLNZ-PT will test and then consult with Resource Management to get their feedback.
Target decision date	14 Feb 2023
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. 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 delay creating orders in Alma.

Decision

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

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 “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”

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

Impact

Stakeholder group	Impact
Resource Management	The network zone will include some brief bibliographic records that don’t 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 CDL Acquisitions to create order records prior to specific title/inventory information becoming available.

Action Log

Action/Point Person	Expected Completion Date	Notes
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	02/14/2023	Incorporate feedback and finalize decision.
CDLNZ-PT	02/14/2023	Inform Acq and e-Resource OST