Policy: Network Zone Record Deletion – Import Profiles

Justification

This policy is to ensure incoming institutions can match to Network Zone records and is critical to preserve bibliographic records in the Network Zone.

Policy

Until now, Network Zone bibliographic record deletion has been restricted to those staff members who have access to the Alliance’s Network Zone Alma account. With the June 2014 release of Alma, Ex Libris has added the ability to delete Network Zone bibs by institutional members during the Import Profile and Load Portfolios processes, for records that are marked for deletion in the incoming file, when there are no other Alma institutions in the consortium with holdings represented on the record.

In order to ensure that incoming institutions can match to Network Zone records, it is critical to preserve bibliographic records in the NZ which represent holdings from Cohort 3 and 4 institutions.

When creating import profiles: do not select the “Allow bibliographic record deletion” option (Match Profile tab under “Match Actions”).

When loading portfolios to an electronic collection: in the Electronic Service Editor’s Load Portfolios interface, do not select “Delete bibliographic record(s)” or “Suppress bibliographic record(s)” as options under the “Delete portfolios” option. Simply select “Do nothing”.

Please check your existing import profiles to ensure that this option has not been selected.

This policy will be revisited as soon as Cohort 4 has migrated to Alma and has relinked to NZ bibs.

Background

Software: Alma

Current phase: Phase 5: Approved

Written by: Collaborative Technical Services Team

Approved by: Collaborative Technical Services Team on 6/10/2014

Last updated: 6/10/2014

Nature of last update: minor update