This page links to documents related to the following Resource Management workflows and processes:
- Bibliographic record creation & maintenance, including record imports
- Holdings record creation & maintenance
- Item record creation & maintenance for physical resources
Documentation on this site will continue to change as we gain experience in Alma and UC Library Search, and as new features, processes, and policies are introduced. If you notice anything that needs to be updated or fixed, please let us know using the feedback form.
Contents
- Information sources
- Problem reporting
- Requesting and updating Alma roles
- Training
- UCB RM documentation
APriCoT functional area lead
Resource Management functional area lead: Adam Baron (adam.baron@berkeley.edu)
Information sources
UC Berkeley general resources
UC Berkeley Resource Management Group
The Resource Management Group (RMG) is responsible for developing and maintaining policies, procedures, and workflows for cataloging in Alma, ensuring alignment systemwide and locally.
- RMG running agenda and meeting notes (UC Berkeley only)
UC-wide general resources
Presentations
UC-wide Resource Management: Cataloging and Metadata Operations Subteam
Problem reporting
- Alma/UC Library Search problem reporting pathways for library staff
- BadCat (or email csdhelp@berkeley.edu)
- Incorrect book cover images in UC Library Search/Primo VE (UC Berkeley only)
- Incorrect deduping in UC Library Search
- Report a problem: SILS documentation site
Requesting and updating Alma roles
Required Alma roles
To perform basic Resource Management functions, the following Alma roles are required:
- Cataloger
- Tasks: Perform activities for bibliographic and holdings records, create and manage sets, and manage normalization rules.
- Required training: UC Berkeley RM training. Modules 1-5
- Physical Inventory Operator or Physical Inventory Operator Limited
- Tasks: Create and manage physical inventory for the scoped library or libraries. For Physical Inventory Operator, move inventory from one bibliographic record to another.
- Required training: UC Berkeley RM training. Module 5
Optional Alma roles
Additional Alma roles that are commonly assigned include:
- Physical Inventory Operator Extended
- Tasks: Delete physical inventory.
- Required training: Deleting (withdrawing) item records in Alma
- Receiving Operator Limited
- Tasks: View Purchase Order Line (POL), work with items in Acquisitions Technical Services work order.
- Documentation: Acquisitions Technical Services work order in Collection Services
Additional Alma roles that are not commonly assigned include:
- Cataloger Extended
- Tasks: Delete bibliographic records, update shared templates, and merge bibliographic records and combine inventory.
- For marking bibliographic records for deletion, see Marking records for deletion.
- For other requests, submit a BadCat ticket or email csdhelp@berkeley.edu.
For information on requesting or updating Alma roles in production or the sandbox, see Requesting and updating Alma roles.
Training
UCB RM documentation
Alma Analytics
Alma bibliographic, item, and holdings records
- Alma sets and best practices
- Creating host bibliographic records for bound-withs in Alma
- Dealing with not received or missing serial issues during binding
- Deleting (withdrawing) item records in Alma [Training]
- Importing records using Search External Resources [Training]
- Items - editing, required fields info
- Item record basic info for tech processing and cataloging staff
- Item record - Internal Note 1 field format guidelines
- Local fields and extensions for UC Berkeley
- MARC Organization Codes for UC Berkeley
- Marking records for deletion [Training]
- Millennium-to-Alma field mapping
- Monographs: additional copies added at shelving locations
- Predicted serial item cleanup (deleting unneeded not received items)
- Related records: background on unlinked related records
- Relinking POLs, holdings, and items
- See also Acquisitions Technical Services work order in Collection Services
- See also Cataloging procedures
- See also Withdrawals
Cataloging procedures
- Cataloging equipment and electronic devices
- Cataloging for Graphic Arts Loan Collection (GALC)
- Procedure for multivolume monograph (MVM) cataloging in Alma
- Sending materials to Metadata Services
- See also Barcode placement in Collection Services
- See also Cataloging gift materials in Metadata Services
- See also Cataloging monographic series in Metadata Services
- See also Cataloging requested items in Metadata Services
- See also Genre/Form term usage
Cataloging statistics
- Local fields and extensions for UC Berkeley. 955 Cataloging statistics
- Cataloging statistics in Alma
- See also Bancroft cataloger statistics key
- See also Cataloging statistics in Metadata Services
FAQ
OCLC
- Configuring OCLC Gateway for exporting OCLC to Alma NZ & sandbox
- OCLC Connexion Client export errors
- OCLC holdings maintenance
- See also Importing records using Search External Resources
Unit procedures
Bancroft Library
Collection Services
- Acquisitions Technical Services work order in Collection Services
- Barcode placement in Collection Services
Metadata Services
- Cataloging gift materials in Metadata Services
- Cataloging monographic series in Metadata Services
- Cataloging requested items in Metadata Services
- Cataloging statistics in Metadata Services
- See also Sending materials to Metadata Services
Withdrawals
By abaron on 06-13-2024