Resource Management

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

APriCoT functional area lead

Resource Management functional area lead: Adam Baron (adam.baron@berkeley.edu)


Information sources

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.

UC-wide general resources

Presentations

UC-wide Resource Management: Cataloging and Metadata Operations Subteam

Problem reporting

Requesting and updating Alma roles

Required Alma roles

To perform basic Resource Management functions, the following Alma roles are required:

  • Cataloger
  • 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:

Additional Alma roles that are not commonly assigned include:

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

Cataloging procedures

Cataloging statistics

FAQ

OCLC

Unit procedures

Bancroft Library

Collection Services

Metadata Services

Withdrawals

By abaron on 10-23-2024

Pages

This Collection Services Division policy identifies which components of newly acquired resources are considered to be essential to retain, describe, and preserve. This policy also applies to the preservation of circulating collections, as well as any changes that may be made to a catalog record.

By abaron on

Common genre/form terms in use by the Bancroft Library.

By rbrandt on

This document provides guidance for units to submit lists of items to be withdrawn in batch by Metadata Services.

By abaron on

This document covers coding best practices for fields and subfields in holdings records.

By jcripe on

The host bibliographic tool takes a list of Alma MMS IDs for host bibliographic records  and runs a job which returns a list of the MMS IDs recorded in the MARC 774 $w from each host bibliographic record. For each 774 $w, the following bibliographic fields will be included in the output:

By gosselar on

This procedure outlines the process for importing a new WorldCat record or merging an existing WorldCat record in the Network Zone (NZ) when the OCLC number is used in a Community Zone (CZ) record.

By abaron on

Provides information on the form created by Library IT which allows the user to prepend notes to internal note fields in batch to items in Alma item sets.

By gosselar on

Item records in Alma provide the basis for a wide range of operations in technical and public services, such as checking things in/out, placing requests, billing, labeling, binding, tracking of in-process materials, and compiling statistics. Every item record in Alma must be attached to a holdings record, which is attached to the bibliographic (bib) record.

By jcripe on

This documents the policies for recording in the various fields on the Notes tab in an item record.

By jcripe on

Item templates in Alma enable staff who have a need to create many item records with similar characteristics to prefill specific fields in those records with desired values, making the item creation process more efficient and accurate.

By jcripe on