Roles
For basic functionality
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(Dependency: consortium policy that libraries must search NZ first)
o Exceptions – do not share the following to NZ: e.g., personal course reserve copies, equipment, ILL titles, suppressed records, etc. (Dependency: MetCat to determine if there are vendor record sets that the library is not allowed to share)
o Outcome: Records found/edited must meet CLO Minimum Bibliographic Standards, e.g., OCLC/ISBN – Met & Cat(Dependency: MetCat to release standards as approved to ISC)
Use case: for purchases resources not purchased through a vendor that supplies order/catalogue records; donations.
Search ‘all titles’ for records in NZ: confirm that your IZ does not own the title.
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If bibliographic record found in NZ:
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Edit NZ record only if needed. Edited record must meet CLO minimum standards.
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Attach local inventory.
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(For MetCat discussion: when or if it is appropriate use an external search/OCLC or other vendor record to update an NZ record.)
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If bibliographic record not found in NZ – do an external search via MDE, search other agencies and CZ
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Export the updated record from cataloguing agency, e.g., OCLC Connexion
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External search via Alma MDE: – (Library of Congress and British Library already configured in MDE) (Dependency: OCLC configured, but dependent upon subscription)
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What agencies to add to external search? e.g., University of Toronto. See list of agencies here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/040Resource_Management/080Configuring_Resource_Management/020Configuring_Search#External_Search_Resources
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Alma’s External Search Resources and instructions for Configuring Search Profiles. Notable libraries on this list that do not require authentication include: University of Toronto; Lakehead University; Laval University Library; Monash University Library (Australia); OhioLink; Queen’s University (Ont.); Yale University Library.
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CZ search: copy to NZ/IZ, then edit to match item in hand
Match and overlay brief records – match criteria to be set up in NZ? What matchpoints? OCoLC, ISBN?
§ CZ search: copy to NZ/IZ, then edit to match item in hand
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Applicable processes to edit records:
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Normalization – pushed out from NZ to support standards
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Validation
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If bibliographic record not found via External Search or CZ search:
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Catalogue with appropriate OCLS template pushed out from NZ via MDE
Add local inventory / portfolios
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