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titleDRAFT

Area coveredcataloging
Prepared byCataloging Task Force
Adapted fromOrbis Cascade Alliance Technical Services Working Group

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  • Most local fields in Alma are designed to mimic a specific non-local MARC 21 field. The local and non-local field equivalencies are shown in the table of Local Fields in Alma & Primo (below). It is essential that local fields that are designed to mimic regular MARC 21 fields must be formatted in the same way as those MARC 21 fields, including indicators and use of subfields, as the Primo normalization rules that control display and searchability are designed based on the assumption that the local fields will be formatted the same as the relevant non-local field.

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  • How NOT to Add Local Fields. Using the Metadata Editor Edit > Add Field (F8) command and then add the "$$9local" subfield in the ME does NOT work. The field will be a normal field in the NZ and will be lost when the NZ bib record is overlaid. Similarly, adding the "$9 local" subfield in OCLC Connexion before downloading the bib record into Alma will also NOT work, and the new field will again be lost when the NZ bib record is overlaid.


Reserved Fields

  • Network Reserved Fields. Fields 976-979 and 982-988 are reserved for future use as Network-wide notes. Any use of these local note fields will be added to this table after the use is approved by the Technical Services Working Group Leads.

  • Institution Reserved Fields. Fields 958, 962-969, and 972  are reserved for local institution-defined internal notes. Any CSU library is free to define any of these fields for local use. These local internal note fields do not publish to Primo.

  • OCLC Reserved Fields. Fields 950, 951, 956, 987, 989-999 are reserved for OCLC use per information contained in OCLC's Bibliographic Formats and Standards and are not to be used for Network or local use in Alma or Primo. Note, however, that field 999 is being used as the default “Network-defined CR_RESTRICTED field for course reserve records” to restrict access to “personal copies” on reserves.

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Table 1 – Local Fields in Alma & Primo (Overview)


Local field

Definition

Format as if

Published to Primo?

Primo Index(es)

Displays to all Primo users or local only?

Clickable link in Primo?

09X

Local call number






59X

Local notes index






590-597

Local institution-defined public notes

500

Yes

keyword

Local only

No

598

Local standard number


Yes

keyword

Local only

No

599

Local institution-defined public note

500

Yes

keyword

Local only

No

69X

Local subjects index






690

Local–Topical Term

650

Yes

keyword, subject

All

Yes

691

Local–Geographic Name

651

Yes

keyword, subject

All

Yes

693

Local uncontrolled index term

653

Yes

keyword, subject

All

Yes

694

Local Form/Genre

655

Yes

keyword, subject

All

Yes

696

Local Subject Added Entry–Personal Name

600

Yes

keyword, subject

All

Yes

697

Local Subject Added Entry–Corporate Name

610

Yes

keyword, subject

All

Yes

698

Local Subject Added Entry–Meeting Name

611

Yes

keyword, subject

All

Yes

699

Local Subject Added Entry–Uniform Title

630

Yes

keyword, subject

All

Yes

9XX

Network-defined local fields






952

Local Added Entry–Personal Name

700

Yes

keyword, name

All

Yes

953

Local Added Entry–Corporate Name

710

Yes

keyword, name

All

Yes

954

Local Added Entry–Meeting Name

711

Yes

keyword, name

All

Yes

955

Local Added Entry–Uniform Title

730

Yes

keyword, title

All

Yes

957

Bookplate ID [Sacramento]


Yes

keyword

None

No

958

Local institution-defined






959

Local Added Entry–Varying Form of Title

246

Yes

keyword, title

All

No

960

Local Added Entry–Uncontrolled Related/Analytical Title

740

Yes

keyword, title

All

No

961

Local Series Added Entry–Uniform Title

830

Yes

keyword, title

All

Yes

962-969

Local institution-defined internal note






970

YBP Table of Contents






971

Local Added Entry—Personal Name [San Marcos]

700

Yes

keyword, name

All

Yes

972, 974

Local-institution defined internal notes






973

Local--Collection Title

793

Yes

keyword, title


Local only

Yes

976-998

Network-defined internal notes


No




980-981

Network-defined internal notes: Order Information (e.g., YBP/PromptCat)


No




999

Network-defined CR_RESTRICTED field for course reserve records


No





Table 2 – Local Fields in Primo (Details)


Local field

Definition

Added to which field(s) in PNX record

.

& Norm Rules

[To be determined by Discovery Group]


Norm rule notes


09X

Local call number



59X

Local notes index



590-597

Local institution-defined public notes

Display


598

Local standard number

Display


599

Local institution-defined public note

Display


69X

Local subjects index



690

Local–Topical Term

Display- Subject


691

Local–Geographic Name

Display - Subject


693

Local uncontrolled index term

Display - Subject


694

Local Form/Genre

Display - Genre

695

Added Class Number

Display


696

Local Subject Added Entry–Personal Name

Display - Subject


697

Local Subject Added Entry–Corporate Name

Display - Subject


698

Local Subject Added Entry–Meeting Name

Display - Subject


699

Local Subject Added Entry–Uniform Title

Display - Subject


9XX

Network-defined local fields



952

Local Added Entry–Personal Name

Display


953

Local Added Entry–Corporate Name

Display


954

Local Added Entry–Meeting Name

Display


955

Local Added Entry–Uniform Title

Display


957

Local Hierarchical Place Name

Display


958

Local Added Entry–Local Journal Titles

Display


959

Local Added Entry–Varying Form of Title

Display


960

Local Added Entry–Uncontrolled Related/Analytical Title

Display


961

Local Series Added Entry–Uniform Title

Display


971

Local Added Entry—Personal Name [San Marcos]

Display


973

Collection Title

Display - Collection Title


Action log


SectionPoint Person

Expected Completion Date

Last action takenNext action required

Articulate the need for best practices (background)

Cataloging Task Force

 

 Based on TS Open Forum discussion between Discovery Group and TS Group, best practices adopted for “local fields” in Alma, including procedures for adding local fields in Alma.

Document outlines local data in Alma and Primo, and documents decisions for the display of local data.


Revised document to Table 1. To be sent to the Discovery Working Group and TS Working Group.



Finalize Best Practices

Cataloging Task Force