Resource Management

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)

• SILS Service Documentation Hub
• UC Libraries SILS wiki
• UC SILS Community Slack

Presentations

• SILS patron data privacy & data security guidelines

• UC-wide Resource Management Operations Subteam information

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

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.