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Recommendations
If a campus wants to load local authority data for reference only:
Post-migration, load the authority file into the campus IZ. The authority records will not be able to be used in NZ-linked bib records but they will be findable within the IZ.
If a campus wants to load local authority data for use in NZ-linked bib records:
Post-migration, load the file into the NZ and add a 910 field into each authority record indicating which campus the records belong to.
Local copies of LCNAF records (with or without local edits/changes) should, to the extent possible, not be added to the NZ.
If a campus has a mix of uses or is unsure of whether they will need their data in the NZ:
Post-migration, load the authority file into the campus IZ. The authority records can be examined individually or in sets and copied to a local NZ authority record as needed.
Note that there is no way to link IZ authority records to the NZ ?? (unlike with bibliographic records) so they would have to be copied or re-loaded into the NZ?.
Local copies of LCNAF (with or without local edits/changes) records should, to the extent possible, not be added to the NZ.
Background
ExLibris documentation:
From Basecamp: local authorities managed in an IZ can only be used in bib records that are not linked to the NZ. If local authorities are needed for any bib records linked to the NZ those authorities must also live in the NZ.
...
UCLA has SARs and other authorities to test
Combination of truly local and copies of NAF records with local additions
UCSD has local non-series authorities to test
...
What information is in them that we want to port over?
Series information and treatment (across different units within the same institution)
Fully local records: names, subjects
Other local additions to NAF records (cross-references, notes for catalogers, etc.)
What do campuses want to use local authorities for (i.e. anything that would wind up in an NZ bib or just for local reference?)
Series treatment and other information (used at check-in and other areas, notes on “series-like phrases”)
Local authority management/creation
Can non-series authorities be added to the NAF?
Maybe? UCLA FTVA records might be candidates for matching against the NAF but unclear about available resources
Should they live in an IZ or in the NZ?
...
Authorities in an IZ can only be used in bibs that are not linked to an NZ record
If authorities will mainly be used for reference or for deferred cleanup, putting them in an IZ will keep them from showing up in NZ bibs.
Do local decisions about certain LCSH terms have any bearing on this (Illegal Aliens, for example)?
...
Is CDL in charge of setting them up for the NZ?
No
What permissions/roles are needed in Alma?
NZ admin access is needed to manage NZ authorities.
RMFG members can ask for NZ admin access after migration.
Action Log
Action/Point Person | Expected Completion Date | Notes | Status |
|---|---|---|---|
Subgroup formed to review page and fill in gaps, Hermine and Liz to draft recommendation | 8/20/20 | Finished | |
FG vote | 9/1/20 | Finished | |
PPC approval | 9/4/20 | Finished |