Ending Preferred Term Correction Jobs (PTC) in the UC NZ

See Best Practices for Decision Pages and Tags for groups

Legend: not started IN PROGRESS STALLED decided

Status	DECIDED
Description
Decision summary
Owning group	RM-CMOS
Approver	N/A
Consulted	Campuses
Informed
Decision-making process
Priority
Target decision date	Jun 23, 2022
Date decided	Jun 23, 2022

Recommendation

Disable all Preferred Term Correction at the NZ level.

Impact

Stakeholder group	Impact

Stakeholder group	Impact
RM-CMOS	Alma would stop automatically “correcting” headings

Reasoning

WorldCat Updates handles most of what this job would do and is more accurate since the Alma authority file often lags behind the LCNAF and OCLC Fast (among others). RM has seen headings that were correct during import flipped to an incorrect heading because of PTC

Background

During Phase 4, RMFG identified the PTC jobs as problematic since they tend to change headings unnecessarily. The group was interested in whether the reports generated by the job had any value and so implemented PTC “mediation” for LC vocabularies. Those reports have not proven especially helpful for identifying possible authority work and the current RM-CMOS group has identified additional vocabularies that are impacted by PTC in a negative way.

Options Considered

	Option 1	Option 2

Option 1

Option 2

Add FAST to PTC mediation

Stop PTC completely

Pros

Allows PTC to run on vocabularies we aren’t as worried about

Keeps records more in line with OCLC

No need to check PTC reports

In line with practices at other consortia

Cons

Still flips headings incorrectly for those vocabularies

No longer generate reports

Questions to consider

Is WorldCat Updates sufficient for preferred term updates?

Action Log

Action/Point Person	Expected Completion Date	Notes	Status

Action/Point Person	Expected Completion Date	Notes	Status
RM reps gather campus feedback	Jun 23, 2022		Completed