(Test load) Configuration form Harmonization -- Resource Management

Legend: status:not started status:IN PROGRESS status:STALLED status:decided

Recommendation

Reasoning

“Course restricted field” Ex Libris recommended standardizing this across the consortium but 2 Vanguard campuses already had conflicting data coming over in different fields. The group will assess any impacts on staff workflows and Primo for go-live

Brief level:

Working copy lock timeout:

9XX fields:

Background

https://knowledge.exlibrisgroup.com/@api/deki/files/76661/Alma_Configuration_Form_Guide.pdf?revision=10

CARLI guide: https://www.carli.illinois.edu/sites/files/i-share/documentation/CARLI_Alma_Config_form_Guide_Final.pdf

Dependencies

Any areas mandated or recommended by ExLibris

Questions to consider

ExLibris Recommends to leave as default:

• Cataloging level available (should be FALSE)

• Subfield separator ($$)

• Match profiles (ExLibris has a recommended profile but this will be set in the NZ and filter down so campuses can leave whatever default comes through their pre-populated form)

Areas for standardization

• Brief level (recommend 3)

• Retrieve from NZ (True)

• Authority names (ExL suggestion=LCNAMES)

• Working copy lock timeout (recommend 1 hour)

• System date format (MM/DD/YYYY)

  • there are only 2 options: MM/DD/YYYY and DD/MM/YYYY; the latter causes problems for Acquisitions

• Course reserved field (agreed to use 969 already)

Areas that can stay fully local

• Call number parsing

• Authority usage (must select “local” if using any local authorities)

• Barcodes

• Metadata registry (only MARC21 is required, choose “Yes” and “Yes”)

• Call number type

• Use holdings form

• Local field names

  • this is not the same as the standardization of the content of those fields, that decision is recorded here: (Test load) Local bibliographic data (5XX-9XX)

  • 590: Label: Local public note (590)

  • 690: Label: Local subject--Topic (690)

  • 691: Label: Local subject--Geographic (691)

  • 908: Label: Shared NZ processing note (908)

  • 956: Label: Local URL (956)

  • 970: Label: Local personal name (970)

  • 973: Label: Local collection name (973)

Action Log