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nimum_Standard_Feb2019FinalVersion1Minimum_Standard_Feb2019FinalVersion1
Implementation and Migration Discussions
Item material types: Upon migration, both the Generic Migration Form and Sirsi Migration Form > Item Material tab standardize material types. If all libraries can accept the material type defaults, then we should see system wide consistency of application through the Primo View It and Get It tabs.
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Protected Local Fields in IZs and the NZ: Libraries that wish to maintain local information in their IZ record can do so through the use of local tags. It has been approved that “Individual colleges will use 950-999 fields to hold data that is local to the institution and should not be ‘overwritten’ by data in Network Zone records. All colleges will use the 900-949 fields to hold data that is common across the network and should not be overwritten my Community Zone records.” (See Briefing Note -2 - Protected Local Fields in IZs and the NZ)
During migration, if a 900-949 tag has $9 LOCAL subfield, it is removed and the tag is kept in the NZ.” For additional context, visit the Ex Libris Knowledge Base, Local Extensions (MARC) at: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia#Local_Extensions_(MARC) section of https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia.
Note: that adding local extensions to records maintained in the NZ may require some configuration of the MD (metadata editor). Additional information is available here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/100Managing_Multiple_Institutions_Using_a_Network_Zone/03_Managing_Records_in_Consortia/010Network-Managed_Records_in_a_Network_Zone#Adding_Local_Extensions_to_Bibliographic_Records_in_the_Network_Zone
Alma Tools and Resources
Searching in Alma - Understanding how to search in Alma is key to gathering sets of records for editing purposes. The persistent search box is located at the top of every page. Search options available to each user depends upon user roles. Visit Searching in Alma for more information. See Repository Search Results to learn how to save and reuse queries.
Metadata Editor : - The Metadata Editor (MD Editor) enables you to view and edit bibliographic, holdings and authority data. Visit Navigating the New Metadata Editorfor complete instructions and video. The MD Editor runs in an ‘always on’ mode. Staff with the appropriate roles may access the MD Editor from Resources > Cataloging > Open Metadata Editor, or by simply clicking ‘Edit Record’ for a specific titles in their search results. Users have options to use the basic editor or the ‘Open Form Editor’ by clicking (Ctrl+F) from a given field/subfield.
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Ex Libris Resources: |
Local location, item and policy decisions:
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policy decisions
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Item material types: Upon migration, both the Generic Migration Form and Sirsi Migration Form > Item Material tab standardize material types. If all libraries can accept the material type defaults, then we should see system wide consistency of application through the Primo View It and Get It tabs. Default item material types are assigned at the library level when an ‘item’ is added to a ‘holdings’ record. Further information is available here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/015_Managing_Physical_Resources#Adding_a_Physical_Item_to_an_Existing_Title Location and item policies are handled at the local level.
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Note: If libraries wish to make future changes to their item material codes they can re-configure the table for Physical Item Type Descriptions. Information is available here: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Physical_Resource_Management/070_Configuring_Resource_Management/100_Configuring_Physical_Item_Material_Type_Descriptions
Excerpt: Migration Form, Item Material Tab
Protected Local Fields in IZs and the NZ: Libraries that wish to maintain local information in their IZ record can do so through the use of local tags. It has been approved that “Individual colleges will use 950-999 fields to hold data that is local to the institution and should not be ‘overwritten’ by data in Network Zone records. All colleges will use the 900-949 fields to hold data that is common across the network and should not be overwritten my Community Zone records.” (See Briefing Note -2 - Protected Local Fields in IZs and the NZ)
During migration, if a 900-949 tag has $9 LOCAL subfield, it is removed and the tag is kept in the NZ.” For additional context, visit the Ex Libris Knowledge Base, Local Extensions (MARC) at: https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia#Local_Extensions_(MARC) section of https://knowledge.exlibrisgroup.com/Alma/Implementation_and_Migration/Migration_Guides_and_Tutorials/010Alma_Migration_Considerations_for_Consortia.
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Example: Orbis Cascade Alliance Resource https://www.orbiscascade.org/programs/scts/technical-services/documentation/local-fields/ |
Authority Files:
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. See https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/Metadata_Management/060Working_with_Authority_Records#Adding_a_Local_Authority_Definition for more information.
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