I-Share Resource Management Training Session 1: Alma Inventory Models and Searching

CARLI’s I-Share Resource Management Training series focuses on how libraries may manage collections and metadata in Alma effectively, with an emphasis on Alma’s functionalities for management of physical and electronic resources. This series will cover many topics that involve cataloging as well as the interaction of metadata with other library system functions, such as acquisitions, circulation, and discovery. Each session will highlight different processes and workflows for completing resource management tasks in both institutional and consortial perspectives.

Series content is aimed at those who are responsible for day-to-day work with MARC metadata and inventory data in an I-Share institution. Staff that are responsible for functions in acquisitions, fulfillment, discovery, or reporting may find the information useful as well. Primary emphasis will be on taking advantage of Alma functionality to complete tasks within resource management workflows. Limited discussion on broader cataloging practice and theory may be addressed as time allows.

Each 90-minute session will consist of 55-70 minutes of presentation, with periodic spaces for questions and exploration. Attendees will be encouraged to have examples ready for hands-on practice. 

Registration will be capped at 15 attendees per session, and sessions may be selected a la carte. Each session will be recorded and made available, and it is not necessary to register to receive access to the recording. Register here.

Session 1: Alma Inventory Models and Searching

This session will cover the basics of working with Alma Resource Management. Topics include the Alma repository zones and inventory models, and how zones and inventory relate to searching and selecting records for inventory. Basic procedures for adding inventory using the metadata editor and using purchase order lines will be described.

• Alma Zones: institution zone, network zone, community zone
• Alma inventory models: titles, physical inventory (holdings and items), electronic inventory (collections and portfolios)
• Searching by zone and inventory
• Search results (new UI) and record functions
• Adding inventory via metadata editor
• Adding inventory via purchase orders