I-Share Resource Management Training Session 6: Resource Management and Analytics

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 6: Resource Management and Analytics

Alma includes several tools that enable the analysis of a library’s collection. Such reports may be used to summarize the depth of collections or to help identify issues in metadata.

The focus of this session will be on the retrieval of repository data through analyses and searches, on identifying the relationships between catalog data reporting data, and on identifying the scenarios and practices for using Alma reporting tools.

• Analytics Roles and Responsibilities
• Analytics subject areas and lifecycles
• Alma Advanced Search and export options
• Indication Rules
• Deleted Repository
• Duplicate Title Analysis
• Overlap and Collection Analysis