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Alma Resource Management

Working with the Metadata Editor in the Institution and Network Zones. Includes indication and normalization rules.

Local Notes (Extensions)

Local notes are referred to as local extensions in the MD Editor. Local notes are the ONLY MARC fields that should be added and/or edited in the MD Editor. Local notes are the only MARC fields retained and protected from being overlayed when the OCLC master bib record is updated in the Network Zone (NZ).

The house icon next to the MARC field identifies it as a local field:

  • "Add Local Extension" adds an invisible $$9local to the field to indicate that it is a local field
  • $$9local displays as a "house" icon next to the Local MARC field in the MD Editor

 

SUNY Designated Local Fields & Policy:

Adding Local Extensions (Local Notes)

All local notes specific to an institution must be added in the Metadata editor using approved local fields. The local fields documentation developed by the MSP designates specific MARC fields to be used for local notes: https://slcny.libguides.com/ld.php?content_id=49705411

To add local notes (extensions) in the MD Editor:

  1. Open the bib record in the MD Editor
  2. Click Editing Actions>Add Local Extension (Ctrl+L)
  3. Type in the local MARC field and a house Icon will appear next to the local field
  4. Type in the local note  
  5. Click on the Save icon (Ctrl+S) or Save>Save and Release Record (Ctrl+Alt+R)

Editing Local Extension (Local Notes)

To edit a local MARC field in the MD Editor:

  1. Open the bib record in the MD Editor
  2. Click into the local field and make the necessary changes
  3. Click Save>Save and Release Record (Ctrl+Alt+R)

Deleting Local Extensions (Local Notes)

To delete local notes (extensions) in the MD Editor:

  1. Open the bib record in the MD Editor
  2. Click into the local field to be deleted
  3. Click Editing Actions>Remove Field (Ctrl+F6)
  4. Click Save>Save and Release Record (Ctrl+Alt+R)

Searching Local Extension (Local Notes)

To search for local notes using a repository search:

  • Perform a repository All Titles/Physical Titles:Local Notes: [search term, such as gift]

All Titles Local Notes Repository Search

Physical Titles Local Notes Repository Search