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Dear Colleagues,</div>
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I'm posting this on behalf of my colleague Alan Leopold. Feel free to contact him off-list.</div>
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The Newberry Library is in the process of migrating to Alma/Primo VE as part of the Consortium of Academic and Research Libraries in Illinois (CARLI). We have had a chance to see how our data operates in our catalog in advance of the final data load and cut
over to going live in June next year. I agree with the problems that both Matthew and Angela bring up.
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The Alma consortium environment and its use of a "master record" places at risk the catalog records of individual participating libraries which have rare materials or special author, subject, format or genre collections. This is only the case if multiple libraries
in the consortium own the same edition and use the same OCLC record.<br>
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Any institutional copy-specific information (e.g. provenance) can be preserved at the institutional level, but only if it can be clearly identified by appropriate standard MARC coding (e.g. MARC tags and subfield $5). Over the years at the Newberry, and elsewhere,
our records do not always use the proper coding for copy-specific information and will be overlaid.
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Any other descriptive, access, or coded information that is bibliographically accurate for all copies of a particular edition and that is added by an institution according to standard cataloging rules and practices will be deleted by the overlay of the master
record from the union catalog. We routinely have developed specifications for special projects and other cataloging that enhance records with more edition specific information for our users. These descriptive and access enhancements, which are not copy-specific,
will not be retained.</div>
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Since we are still in a testing phase of the project we hope that our ongoing discussions will result in a solution that preserves all of our bibliographic and holdings data.</div>
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On the issue of bound-withs and analytics we have not yet arrived at a workflow for both new cataloging and retrospective linking work for thousands of records already in our catalog. At this stage the display in Alma and in Primo VE does not look friendly
to staff or users. <br>
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One last item, if authority records for names and subject terms from a variety of thesauri (FAST, LCSH, AAT, RBMS lists,
<span>LCTGM</span>, <span><span>GSAFD</span></span>, etc.) are especially useful in your work, you might ask how you can continue with all of them. Some may be supported as link data, others not.<br>
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If anyone who is in a consortium setting is interested, I can send off list some examples of how our bibliographic records have been changed by the overlay of the master record.</div>
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<p style="margin-top:0px; margin-bottom:0px; margin:0px"><strong><span style="font-family:"Calibri",sans-serif,serif,EmojiFont; line-height:normal; font-size:14pt">Alan Leopold</span></strong><span style="line-height:normal; font-size:14pt"> </span><span style="font-size:10.0pt"><br>
</span></p>
<p style="margin-top:0px; margin-bottom:0px; margin:0px"><span style="font-size:10.0pt"><em><span style="font-family:"Calibri",sans-serif,serif,EmojiFont; font-size:14pt; line-height:normal">Director of Collection Services</span></em></span><span style="line-height:normal; font-size:14pt"> </span><span style="font-size:10.0pt"></span></p>
<p style="margin-top:0px; margin-bottom:0px; margin:0px"><span style="font-size:14pt; line-height:normal">leopolda@newberry.org</span><span style="font-size:10.0pt"><br>
</span></p>
<p style="margin-top:0px; margin-bottom:0px; margin:0px"><span style="font-size:10.0pt"></span><span style="line-height:normal; font-size:14pt">Newberry Library</span><span style="font-size:10.0pt"><br>
</span><span style="line-height:normal; font-size:14pt"><span tabindex="0">60 W. Walton Street, Chicago, IL 60610</span></span><span style="font-size:10.0pt"><br>
<a href="http://www.newberry.org/" target="_blank" rel="noopener noreferrer"><span style="font-size:14pt; line-height:normal">www.newberry.org</span></a></span><span style="line-height:normal; font-size:14pt"> </span></p>
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<b>Jessica Grzegorski</b></div>
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<i>Principal Cataloging Librarian</i></div>
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Newberry Library</div>
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60 W. Walton Street, Chicago, IL 60610</div>
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<a href="https://www.newberry.org/" title="https://www.newberry.org/">www.newberry.org</a><br>
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<div id="divRplyFwdMsg" dir="ltr"><font style="font-size:11pt" face="Calibri, sans-serif" color="#000000"><b>From:</b> DCRM-L <dcrm-l-bounces@lib.byu.edu> on behalf of Julie Moore <julie.renee.moore@gmail.com><br>
<b>Sent:</b> Wednesday, September 18, 2019 12:46 PM<br>
<b>To:</b> DCRM Users' Group <dcrm-l@lib.byu.edu><br>
<b>Subject:</b> Re: [DCRM-L] Alma</font>
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<div class="x_gmail_default" style="font-size:large">Dear Richard, </div>
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<div class="x_gmail_default" style="font-size:large">All I can say is Good Luck! </div>
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<div class="x_gmail_default" style="font-size:large">We moved from III's Sierra to Alma, with our go-live date more than 2 years ago, and I cannot see the light at the end of the tunnel on the clean up that we still need to do. </div>
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<div class="x_gmail_default" style="font-size:large">Are you part of a larger consortium? We are, and that complicated things. At least for us, we ended up using the OCLC master record. In doing so, we lost most of our locally-enhanced/value added notes, descriptions,
subject headings, and etc. ... anything that we added locally (that we could not identify and mark as local) was lost. That represents a huge amount of time and effort over the decades of cataloging at our library. </div>
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<div class="x_gmail_default" style="font-size:large">Bound-withs are a nightmare in Alma ... so just brace yourself for that car wreck! They are possible ... but they behave very differently in Alma than they did in Sierra. They require many steps to set them
up ... and it is very clunky. We are still fixing those. </div>
<div class="x_gmail_default" style="font-size:large"><br>
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<div class="x_gmail_default" style="font-size:large">I have also been sorely disappointed in Alma's authority control. They talked a good game when they sold it to us, and it sounded amazing ... and that was the main reason that gave Alma major points for me
(compared to their competitors) ... but the authority control does not work like they claimed it would. </div>
<div class="x_gmail_default" style="font-size:large"><br>
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<div class="x_gmail_default" style="font-size:large">Julie Moore</div>
<div class="x_gmail_default" style="font-size:large">Fresno State</div>
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<div dir="ltr" class="x_gmail_attr">On Wed, Sep 18, 2019 at 8:28 AM Matthew Bright <<a href="mailto:me@matthewbright.net">me@matthewbright.net</a>> wrote:<br>
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<div dir="ltr">In a consortial environment with multiple libraries sharing a "Network Zone" bibliographic record there are some complications for rare materials. The shared record can be merged or overlaid by any institution (and some consortia automatically
update these when the OCLC record is updated). Any copy-specific fields that are added as "local fields" (or "local extensions" as Alma calls them now for some reason) are retained when this happens, but only some MARC fields can be local fields. For example,
590 is allowed to be a local field, but 655 is not (a 69X would have to be used) and 700 is not (a 9XX would have to be used). Alma doesn't care about $5 designations, it just ignores this data.
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<div>Also potentially problematic is that Primo VE cannot display local fields of other institutions (though Primo non-VE can). This means that any copy-specific notes and headings added as local fields (which protects the metadata from accidental edit or deletion
by other institutions) are not visible to users at those other institutions. Copy-specific holdings notes can be displayed in Primo VE for all institutions--I believe they are, or can be configured to be, keyword searchable--but this would not accommodate
name and genre headings, etc.</div>
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<div>We have decided to allow copy-specific information to be included in non-local fields in shared bibliographic records in order to make this information visible and searchable to all, but it limits the flexibility of record updates and overlays that are
allowed.</div>
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Matthew Bright<br>
Metadata Coordinator<br>
American University Library</div>
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<div dir="ltr" class="x_gmail_attr">On Wed, Sep 18, 2019 at 11:11 AM Jones, Angela <<a href="mailto:arjones@mail.smu.edu" target="_blank">arjones@mail.smu.edu</a>> wrote:<br>
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<p class="x_MsoNormal">Hi everyone,<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">SMU migrated from Voyager to Alma in the summer of 2017. Off the top of my head, here are my two cents about issues that specifically relate to cataloging rare or special collections materials.
<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">First, bound-withs work very differently in Alma than in Voyager. I find the Alma workflow to catalog bound-withs to be more cumbersome, although the record displays and discoverability in both Alma and in Primo seems to work fine.
<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">The second issue concerns local notes. When we migrated, we went from an environment where all the campus libraries shared Voyager, but didn’t share bib records. Our bibs all migrated as separate bibs, but going forward in Alma we have
had to share new records. We all had been accustomed to using 590 fields in our specific records for local notes, but in a shared record environment that can get sort of messy. We have looked at using other MARC fields in the holdings record to put in copy
specific notes such as donor notes, provenance, etc. But my understanding is that such notes aren’t necessarily searchable in Primo. I would love to find out that I am wrong about that, however!<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">As I said, that is my two cents. Others may have different perspectives.
<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">Angela <u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal">Angela Jones<u></u><u></u></p>
<p class="x_MsoNormal">Head of Technical Services<u></u><u></u></p>
<p class="x_MsoNormal">Underwood Law Library, Dedman School of Law<u></u><u></u></p>
<p class="x_MsoNormal">Southern Methodist University<u></u><u></u></p>
<p class="x_MsoNormal">P.O. Box 750354<u></u><u></u></p>
<p class="x_MsoNormal">Dallas, TX 75275-0354<u></u><u></u></p>
<p class="x_MsoNormal">214-768-1827<u></u><u></u></p>
<p class="x_MsoNormal"><a href="mailto:arjones@smu.edu" target="_blank"><span style="color:windowtext">arjones@smu.edu</span></a><u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
<p class="x_MsoNormal"><b>From:</b> DCRM-L <<a href="mailto:dcrm-l-bounces@lib.byu.edu" target="_blank">dcrm-l-bounces@lib.byu.edu</a>>
<b>On Behalf Of </b>Tedford, Beth<br>
<b>Sent:</b> Wednesday, September 18, 2019 9:54 AM<br>
<b>To:</b> DCRM Users' Group <<a href="mailto:dcrm-l@lib.byu.edu" target="_blank">dcrm-l@lib.byu.edu</a>><br>
<b>Subject:</b> Re: [DCRM-L] Alma<u></u><u></u></p>
<p class="x_MsoNormal"><u></u> <u></u></p>
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<p class="x_MsoNormal"><span style="font-size:12pt; font-family:Georgia,serif">I would as well. We will be migrating from Voyager to ALMA next year and would love to hear of others experiences. Thanks.<u></u><u></u></span></p>
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<p class="x_MsoNormal">On Wed, Sep 18, 2019 at 10:36 AM Carpenter, Jane <<a href="mailto:jfcarpenter@library.ucla.edu" target="_blank">jfcarpenter@library.ucla.edu</a>> wrote:<u></u><u></u></p>
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<p class="x_MsoNormal">I’d also be interested in hearing responses to Richard’s query—
<u></u><u></u></p>
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<p class="x_MsoNormal">Thanks—<u></u><u></u></p>
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<p class="x_MsoNormal">Jane Carpenter<u></u><u></u></p>
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<p class="x_MsoNormal">Special Collections Cataloger <u></u><u></u></p>
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<p class="x_MsoNormal">UCLA Library Special Collections <u></u><u></u></p>
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<p class="x_MsoNormal"><a href="mailto:jfcarpenter@library.ucla.edu" target="_blank">jfcarpenter@library.ucla.edu</a><u></u><u></u></p>
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<p class="x_MsoNormal"> <u></u><u></u></p>
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<p class="x_MsoNormal"><u></u> <u></u></p>
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<p class="x_MsoNormal" style="margin-bottom:12pt"><u></u> <u></u></p>
<div id="x_gmail-m_-3264612341394671535gmail-m_-4649789998264032787gmail-m_-7091887853188631198AppleMailSignature">
<p class="x_MsoNormal">Sent from my iPhone<u></u><u></u></p>
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On Sep 18, 2019, at 7:22 AM, Noble, Richard <<a href="mailto:richard_noble@brown.edu" target="_blank">richard_noble@brown.edu</a>> wrote:<u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:12pt; font-family:Georgia,serif">Could those of you who have experience with Alma in the context of rare materials cataloging please advise me of what to look for in a presentation by representatives from ExLibris?
Advice off the top of your head would be fine, and could be privately communicated if you think that advisable. We are currently a III Sierra user. <u></u><u></u></span></p>
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<p class="x_MsoNormal"><span style="font-size:12pt; font-family:Georgia,serif"><u></u> <u></u></span></p>
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<p class="x_MsoNormal"><span style="font-size:12pt; font-family:Georgia,serif">Many thanks -<u></u><u></u></span></p>
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<p class="x_MsoNormal"><span style="font-size:12pt; font-family:Georgia,serif"><u></u> <u></u></span></p>
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<p class="x_MsoNormal"><span style="font-family:"Courier New"">RICHARD NOBLE :: RARE MATERIALS CATALOGUER :: JOHN HAY LIBRARY</span>
<u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-family:"Courier New"">BROWN UNIVERSITY :: PROVIDENCE, R.I. 02912 :: 401-863-1187</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-family:"Courier New""><</span><a href="mailto:RICHARD_NOBLE@BROWN.EDU" target="_blank"><span style="font-family:"Courier New"">Richard_Noble@Br</span></a><span style="font-family:"Courier New""><a href="http://own.edu" target="_blank">own.edu</a>></span><u></u><u></u></p>
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-- <u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Beth Tedford, MLIS</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Special Collections & Archives Assistant</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Rare books cataloger</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Z. Smith Reynolds Library</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Wake Forest University</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">PO Box 7777</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Winston-Salem, NC 27109<br>
336-758-4657</span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif"><a href="mailto:tedforme@wfu.edu" target="_blank">tedforme@wfu.edu</a></span><u></u><u></u></p>
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<p class="x_MsoNormal"><span style="font-size:10pt; font-family:Georgia,serif">Defender of Wonders</span><u></u><u></u></p>
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-- <br>
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<div dir="ltr">Julie Renee Moore<br>
Special Collections Catalog Librarian<br>
Fresno State<br>
<a href="mailto:julie.renee.moore@gmail.com" target="_blank">julie.renee.moore@gmail.com</a><br>
559-278-5813<br>
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<h1 style="margin:0px"><font size="2"><span style="font-weight:normal">“Those who bring sunshine to the lives of others cannot keep it from themselves.”</span></font></h1>
<font size="2">... James Matthew Barrie</font><br>
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