Eventually we would like to ask the Metadata and Cataloguing Subcommittee to make a recommendation on minimum bibliographic standards in the form of a Briefing Note. This backgrounder will serve as a source of information, guide exploration and discovery for the committee in that work and provide context for the decision.
Background
It will be very important to establish minimum bibliographic standards for the CLSP. So much of the work done by the Bibliographic Standards Working Group has laid an excellent foundation for our new Alma/Primo environment, but the Metadata and Cataloguing Subcommittee may find that they need to reassess some past practices. Now that we are in a shared system it will be very important that everyone adhere to a set of minimum standards. At some point we want CLO to re-endorse the minimum standards.
Minimum Bibliographic Standards
What are minimum bibliographic standards?
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nimum_Standard_Feb2019FinalVersion1Minimum_Standard_Feb2019FinalVersion1
Implementation and Migration Discussions to Date
Item material types: Item Material Types are system defined based on MARC tags in the LDR, 007/008 of the bibliographic record. As discussed in Example 1 above, If bibliographic records linked to the Network Zone (NZ) from member libraries do not meet a minimum set of MARC rules, resource type mapping as well as faceting/filtering in Primo VE may not perform as expected. Visit Mapping to the Display, Facets, and Search Sections in the Primo VE Record for more context. If all libraries can apply a common minimum bibliographic standard, then we should see system wide consistency of application through the Primo View It and Get It tabs.
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Alma Tools and Resources
Searching in Alma - Understanding how to search in Alma is key to gathering sets of records for editing and ordering purposes - and it’s also key to understanding the impact of cataloguing decisions on search outcomes. The persistent search box is located at the top of every page. Search options available to each user depends upon user roles. Also see Repository Search Resultsto learn how to save and reuse queries.
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Normalization Rules - “Normalization rules are used to change or update bibliographic metadata at various stages.” Normalization rules can also be applied to import profiles; imports from external search resources, edits via the "Enhance the record" menu in the Metadata Editor.” These rules can be applied through the MD editor to individual records or groups of records using the MarcDroolNormalization. Normalization rules can be applied to records at the IZ and the NZ. The Ex Libris Knowledge Center page on normalization rules contains information, video on applying normalization rules, including syntax, conditions, record elements and a list of actions. Normalization Rule Examples can also be found in the Ex Libris Developer’s Network.
Merge rules - Merge rules provide instructions on how two records are to be merged when importing records, handling records that already exist or copy cataloguing using an external resource. This page provides information on basic merge rules, creating merge rules, examples and syntax.
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Authority Records - Alma is equipped to handle multiple subject authorities, but only one type of name authority can be used (global or local). Local authority definitions can be added. This page does not consider the application of decolonized authority records.
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Ex Libris Resources:
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Next Steps?
In test Alma/Primo environment, test records that have met current BSWG minimum edit (test display; faceting/filtering, etc.)
Review suitability of existing requirements for new environment – what needs to change or be redefined? For example, will you need to redefine your policy on the use of unique identifiers? For examples from other consortia, see ORBIS CASCADE’s Policy: Use of OCLC and Record Identifiers and Policy: Importing Records to the Network Zone Without Consistent OCLC Numbers
Do minimum standards need to be adapted to new environment prior to clean-up? Or can certain minimum clean-up efforts be accomplished regardless?
Are there any new NZ requirements? For example, consortia such as Orbis Cascade and SUNY have agreed on Alma Network Zone policies. For more information, see: ORBIS CASCADE ALLIANCE, Policy: Alma Network Zone, as well as SUNY’s, MSP 28, Policy: Working in Alma and the Network Zone and MSP-3, Policy: Alma Network Zone (NZ)
Cataloguing policies adopted by other library systems to support Network Zone cataloguing:
Other Best Practices:
OLAC Catalogers Network: Best Practices for Cataloging Streaming Media