I-Share Resource Management Training Session 3: Adding New Bibliographic Records

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 3: Adding New Bibliographic Records

This session focuses on methods for adding new bibliographic records to Alma. Procedures will include immediate import options for OCLC services, Connexion and Record Manager, as well as Z39.50 import from WorldCat, and general information about bulk loading records through import profiles. Consortial policies and best practices for the network zone record requirements will be discussed along with appropriate uses for creating records directly in Alma.

• Consortial Cataloging Policies and Best Practices
• Direct Export from OCLC Services, Connexion, Record Manager
• Direct Import via Metadata Editor/Z39.50
• Evaluating record sources for import
• Batch loading via import profiles: WorldCat Updates, vendor data, acquisitions EOD, Excel
• Merge profiles
• Creating local records: templates, record requirements, record limitations
• Record relationships and bound-withs
• Deleting bibliographic records