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 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 information on when to report bibliographic records to be merged, see Resource Management FAQ. Reporting duplicate bib records to be merged in Alma.
- 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, holdings, and item records
- Creating host bibliographic records for bound-withs in Alma
- Millennium-to-Alma field mapping
- Monographs: additional copies added at shelving locations
- Related records: background on unlinked related records
- Relinking POLs, holdings, and items
- See also Cataloging procedures
- See also Withdrawals
Bibliographic records
- Common MARC bibliographic fields and subfields for monographs [Training]
- Importing records using Search External Resources [Training]
- Local bibliographic fields and extensions for UC Berkeley
- MARC field indexing in Alma bibliographic and holdings records
- MARC Organization Codes for UC Berkeley
- Marking records for deletion [Training]
- See also Creating host bibliographic records for bound-withs in Alma
Holdings records
- Call number formatting guidelines for Alma
- Holdings record field coding
- Holdings records best practices
- Holdings records best practices using classic UI
- Local holdings fields for UC Berkeley
- Recording textual holdings of multipart and serial titles [Training]
- See also Bind processing using the Items to Bind report and holdings 911 field [Training]
- See also MARC field indexing in Alma bibliographic and holdings records
- See also Marking records for deletion [Training]
- See also Relinking POLs, holdings, and items
- See also Using exported spreadsheets to create data to put in the 911 field [Training]
Item records
- Deleting (withdrawing) item records in Alma [Training]
- Item material type and item policy
- Item material type and MARC bibliographic coding
- Item material type definitions
- Item record basic info for tech processing and cataloging staff
- Item record note field format guidelines
- Item templates in Alma [Training]
- Items - adding, editing, and field coding
- Predicted serial item cleanup (deleting unneeded not received items)
- See also Acquisitions Technical Services work order in Collection Services
- See also Dealing with not received or missing serial issues during binding
- See also Relinking POLs, holdings, and items
Binding
- Bind processing using the Items to Bind report and holdings 911 field [Training]
- Dealing with not received or missing serial issues during binding
- Local holdings fields for UC Berkeley. 911 Serial binding information
- Using exported spreadsheets to create data to put in the 911 field [Training]
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
- Cataloging statistics in Alma
- Local bibliographic fields and extensions for UC Berkeley. 955 Cataloging statistics
- 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
Physical processing
Unit procedures
Bancroft Library
- Bancroft cataloger statistics key
- Genre/form term usage
- MARC template for archival collection records
- Oral history cataloging for transcripts with electronic versions
Collection Services
- Acquisitions Technical Services work order in Collection Services
- Barcode placement in Collection Services
- Essential components of circulating items
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
- Processing maintenance materials in Metadata Services
- See also Sending materials to Metadata Services
Northern Regional Library Facility (NRLF)
- NRLF deposit prep guidelines
- NRLF Deposit Prep work order
- Recycling new UCB/NRLF deposits rejected due to RLF duplication
- UCB JACS workflow
Withdrawals
By abaron on 05-31-2025