Roles

For basic functionality:

• Cataloger

• Cataloger extended

• Physical Inventory Operator

• Physical Inventory Operator Extended

Administrative:

• Catalog administrator

• Catalog manager

• Resource Management – Glossary

For a complete list of user roles, Managing User Roles in the Ex Libris Knowledge Center.

Cataloguing Only Workflow (no acquisitions data present)

(DependencyExceptions: consortium policy that libraries must search NZ first)Exceptions: do not share the following to NZ:  Items that are for local use only and generally not appropriate to share across all Page 1+ libraries, e.g., personal course reserve copies, equipment records, ILL titles, suppressed records, etc. (Dependency: MetCat to determine if there are vendor record sets that the library is not allowed to share)

Outcome: Records found/edited must meet CLO Minimum Bibliographic Standards, e.g., OCLC/ISBN – (Dependency: MetCat to release standards as approved to ISC)

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1. Search ‘all titles’ for records in NZ:  confirm that your IZ does not own the title.

Tip: View this Metadata Editor Overview to learn how to access the Metadata Editor and to get acquainted with its components.

1. If bibliographic record found in NZ:

   • Edit NZ record only if needed.  Edited record must meet CLO minimum standards. 

   • Attach local inventory. 

   • Tip: Ex Libris Physical Resources Overview provides background concepts and links to online help. View Physical Resources in Alma (4 min.) to learn more.

(For MetCat discussion:  when or if it is appropriate use an external search/OCLC or other vendor record to update an NZ record.)

1. If bibliographic record not found in NZ – options:

   • Export the updated record from cataloguing agency, e.g., OCLC Connexion, BookWhere

   • External search via Alma MDE: – (Library of Congress and British Library already configured in MDE)

     • (Dependency: OCLC configured, but dependent upon subscription) What agencies to add to external search?  See 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.

   • CZ search: copy to NZ/IZ, then edit to match item in hand

2. Import, match and overlay any brief records – (Dependency: MetCat to specify match criteria to be set up in NZ?  What matchpoints?  OCoLC, ISBN?) (Dependency: OCLS to push out basic import profile to clean external records upon import??) Tip: View Import Bibliographic Records in Batch (5 min.)

3. Edit imported record as needed:

   • Normalization – pushed out from NZ to support standards

   • Validation

4. If bibliographic record not found via External Search or CZ search:

   • Catalogue with appropriate OCLS template pushed out from NZ via MDE

5. Add local inventory / portfolios

   • Holding record creation & maintenance

   • Physical inventory creation & maintenance

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Adapted from CARLI – to be tested by a Page 1+ library)

(Dependency: consortium policy for sharing records)

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