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The Technical Services Working Group reviews and maintains policies on this page. Any requests for revisions or exceptions should be submitted in writing to TSWG for review.

Bibliographic Record Policies

The Alliance Council first adopted bibliographic record mandates in November 2011, to facilitate the implementation of a shared library system. The policies below have been revised for the Alma/Primo environment. They are designed to meet national standards and best practices while facilitating work in a shared system. The policies are intended for use in the Alma Network Zone (NZ) and Primo; they do not apply to metadata in systems that do not interact with Alma or Primo. The policies are meant to be used with approved and published operational policies.

The policies are presented starting with the most broad (foundational) and moving logically through to those with a more narrow scope:

Alma Operational Policies

The Alma Operational policies serve to protect Alma's database integrity and consistency.

Network Zone:

Best Practices

Procedures, Workflows, & FAQs

 Normalization Rules

See Normalization Rules Standing Group page including the Policies and Best Practices and the Document tabs.

NZ Account Configuration & Procedures

Institutional Workflows

Technical Services Training Outlines

Problems and Questions

Network Zone Problems & Questions Form - Use this form to report problems with Network Zone records or processes.

For deletions and incorrectly merged bibliographic records contact Karen Highum (UW)

For questions regarding technical services policies, contact TSWG Chair Linda Crook (LCC) or Alliance Program Manager Jesse Holden.


Historical Documentation

The SILS Docs site (password protected) provides the most detailed information about institutional practice and workflow. 

Last updated: 12/28/2017