Brief Order Records for CDL Acquisitions

See Best Practices for Decision Pages and Tags for groups

Legend: NOT STARTED IN PROGRESS STALLED 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.

Recommendation

When necessary, CDL Acquisitions will create a brief suppressed bibliographic record for ordering. 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 a brief record template prefaced by CDL 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.”

• “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:

Example Record:

Impact

Action Log