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

Northern Regional Library Facility (NRLF)

Withdrawals

By abaron on 04-03-2025

Pages

This procedure presents the steps for marking Alma bibliographic and holdings records for deletion. To delete an item record, see Deleting (Withdrawing) Item Records in Alma.

By jcripe on

Lists of Bibliographic, Holdings, and Item record fields from Millennium and where they moved to Alma during SILS migration

By jloesberg on

This procedure outlines the process for checking whether a newly received item arriving at a shelving location from a source other than Acquisitions/Metadata Services can be added to an existing fully cataloged record or if it needs to be referred to your local Tech Lead or Cataloging Unit for records work before adding to the collection. This documentation is NOT to be used for replacements for lost copies (forthcoming).

By jcripe on

This document describes best practices and guidelines for libraries to prepare materials for deposit at NRLF.

By tconverse on

To track materials pulled from library shelves for deposit to NRLF, and to convey their temporary unavailability to users in UC Library Search.

By tconverse on

List of common OCLC Connexion client export errors, based on documents from CARLI.

By jcripe on

This document concerns OCLC holdings maintenance for physical resources. Maintaining accurate institutional holdings in OCLC is important for Library staff and for our users both locally and worldwide, and it is vital for interlibrary services.

By jcripe on

One-stop document containing all the links related to onboarding a new Library hire with Alma and UC Library Search.

By gosselar on

Scope

This procedure outlines the process for cataloging electronic versions of oral history transcripts produced the by the Oral History Center. This is a suggested workflow. There may be other expediencies that work better for individual catalogers.

By rbrandt on

There are times when we have predicted Item records for serial issues that have not been received and need to be deleted.

By jcripe on