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Policy Justification: This policy is to ensure operators working in an Institution Zone do not delete Network Zone records that appear bare, but in fact may be linked to bound-with titles in a local IZ.


The Alma August release list of resolved issues indicates that any operator with the Cataloger Extended role may delete an NZ bibliographic record that has no inventory or orders attached to it. (The resolved issues were cases opened by other consortia, not by the Alliance.) 

After some brief preliminary testing in the Sandboxes by multiple parties and institutions it was found that one can delete bare bibs from the Network Zone, including those bibs that are linked to bound-with titles in a local IZ.

We are therefore recommending that operators NOT utilize this feature at this time and continue to report NZ deletes to Karen Highum for several reasons:

1. A bibliographic record may appear as bare in the NZ but is there because it linked to a bound-with record in an Alliance IZ. It appears that deleting the bibliographic record in the NZ will also delete the bibliographic record for the bound-with record in the local IZ.

2. A bibliographic record may appear as bare in the NZ but is there because there is inventory on the CZ version of the record.

3. Bibliographic records that appear as bare in the NZ may still have holdings attached in OCLC. If the OCLC record is updated (but the OCLC holdings aren”t removed), then the record will come back down into the NZ again.

More testing needs to be done, and procedures developed, before we can devolve deletion of NZ bibs to individual institutions.

Note: Operators who open an NZ bibliographic record in the MD Editor in order to a copy an NZ record to the IZ (File -> Copy to catalog) should exercise caution when clicking on ‘Copy to catalog’, as the ‘Delete Record’ command is directly above ‘Copy to catalog’. Please ensure you do not select ‘Delete record’ by mistake.

Relatedly, in the next year, we expect Ex Libris to complete development of a batch tool that will allows us to delete bare bibliographic records without compromising NZ bibliographic records that are in a bound-with relationship. That batch tool will ensure that child records in a boundwith relationship will be treated as if they have inventory attached and will therefore not be included in the set of “unused” NZ bib records eligible for deletion. (Work occurring through the Network Zone Center of Excellence Initiative)



Software: Alma 

Current phase: Phase 5: Approved Written by: Technical Services Working Group
Approved by: Technical Services Working Group on 8/5/2016 Last updated: 8/5/2016
Staff Contact: Cassie Schmitt Nature of last update: new policy

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