FAQs

Linking IZ bib records that were not linked to the NZ during migration is a possible clean-up project that can be done while working from home.

1. Focus on linking IZ bib records to the NZ that already have OCLC #s
2. Only physical bib records should be linked to the NZ
3. Only link IZ bib records that should be shared with the NZ
   • The following are examples of records that should not reside in the NZ:
     • Personal-copy course reserves
     • Titles borrowed via ILL
     • Inventory control of equipment
     • Host bibliographic records for bound-withs
     • Suppressed bibliographic records
     • Vendor record sets that the library is not allowed to share

Things to consider prior to linking IZ records to the NZ:

• Review the IZ only bib record:
  • Create local fields you want to retain (Edit>Add Local Extension)
• Perform an All Title search by OCLC # to be able to view matching NZ records prior to using "Share with Network"
  • Compare the IZ only record to the OCLC master record In OCLC or Alma if it is in Alma
  • Update and export the OCLC master record in OCLC prior to using "Share with Network" if the IZ only bib record is more detailed than the OCLC master record

1. Identify IZ bib records with OCLC #s that are not linked to the NZ
2. Create a set
3. Review the records to determine which IZ bib record needs to be linked to the NZ 
4. Link the IZ bib record to the NZ using "Share with Network"

Click to view the "Share with Network Workflow Recording" to see the workflow in action!

Identify IZ bib records with OCLC #s that are not linked to the NZ

1. Perform an advanced repository search for:
   1. Physical Titles > Titles: Is Linked > Equal No   
   2. AND Other System Number > Contains Keywords >  (OCoLC)
2. Click Search
3. Use the Facets on the left for Resource types to create small sets for physical records and skip resources types of electronic (or you can add a search criteria for a physical resource type)
4. Click on a physical resource type to get a list of records or that resource type that is not linked to the NZ

Create a Set:

1. Click Save Query
2. The Set Details screen opens
   1. Set Name*: [mandatory - name the set]
   2. Description:  [optional]
   3. Private: [change to No so others can view the set]
   4. Status: [keep Active]
3. Click Save                           

Review the records to determine which IZ bib records need to linked to the NZ:

1. Go to Admin>Manage Jobs and Sets> Manage Sets
2. Click Results from the ellipses of the set 
3. Review the records in the set in a group or one by one to determine if they should be linked to the NZ

NOTE: As bib records are linked from a logical set they will be removed from the set as they no longer meet the criteria. 

Link the IZ bib record to the NZ using "Share with Network":

1. Click Edit Record for the IZ bibliographic record that will be “shared” with the NZ from a repository search
2. Make sure that there is an OCLC# in MARC field 035 before proceeding
   1. To add MARC field 035 with the OCLC#:
   2. Click Editing Actions>Add Field
   3. Type in 035 _ _ $$a (OCoLC)###########
   4. Click Save 
3. Click Record Actions>Share with Network
4. The IZ bibliographic record will be added to the NZ if no matching bibliographic record exists in the NZ 
   1. If the following message pops-up to step 5 otherwise the workflow is complete
      
5. Click Yes
   1. DO NOT click No. No will add the bib record to the NZ and it may create a duplicate OCLC record in the NZ.
6. Click View to make sure it is the correct NZ record
   
7. Click Back to Results after verifying it is the correct bib record
    
8. Click Link
9. Click Save>Save and Release Record (Ctrl+Alt+R)
   • It will Save and Release the NZ bibliographic record