Legend: NOT STARTED IN PROGRESS STALLED DECIDED
Recommendations
Background
ExLibris documentation:
From Basecamp: local authorities managed in an IZ can only be used in records that are not linked to the NZ. If local authorities are needed for any records linked to the NZ those authorities must also live in the NZ.
Alma allows multiple subject authorities to be used but only one name authority, regardless of whether they are managed in NZ or IZ. The result is that any local name authorities have to be added to the “regular” name authority file (ex. LCNAMES) and will show up in Alma authority search results with “(Local)” in parentheses but will appear in bibs as though they are regular NAF records
Outside sources:
Harvard Wiki - Known Issues in Alma Authority Control - https://wiki.harvard.edu/confluence/display/LibraryStaffDoc/Alma+Known+Issues#AlmaKnownIssues-AuthorityControl
Orbis Cascade - Authority Control Group - https://www.orbiscascade.org/authority-control-group/
From Phase 3:
“Local authority record conversion is not part of the migration scope of Alma. If you have locally created or modified authority records to load into your local institution, use the standard Alma loader tools post-migration. In a consortial setup, they likely reside in the Network Zone for sharing across members. Contact your local Ex Libris project team for consultation if this is relevant for your institution. ”So Ex Libris says local authority records go last - do we disagree for any reason?
Questions to consider
What local authorities files do campuses have?
UCLA has SARs and other authorities to test
UCSD has local non-series authorities to test
UCB has some local non-series authorities, unsure if they will be able to test them but definitely open to it
What information is in them that we want to port over?
Series treatment
Fully local records: names, subjects
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 (used at check-in and other areas)
Local authority management/creation
Can non-series authorities be added to the NAF?
Should they live in an IZ or in the NZ?
See above, authorities that are needed for NZ-linked bibs should live in the NZ
Authorities in an IZ can only be used in bibs that are not linked to an NZ record
Do local decisions about certain LCSH terms have any bearing on this (Illegal Aliens, for example)?
What do we want to test during the Vanguard stage?
How do local authorities interact with global ones
What happens if a record has a mix of global and local authorities?
Are links between local ARs and other types of records maintained?
Who (campuses or SILS groups) needs to talk to Ex Libris and when?
UCLA and RMFG chair have both posted to Basecamp
For go-live local authorities can be enabled “at any time”
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
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