Collection maintenance

This document provides guidance for units to submit lists of items to be withdrawn in batch by Metadata Services.

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

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.

This procedure outlines how to process maintenance materials in Metadata Services, focusing on how the materials enter and leave the department.

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

This procedure outlines the process for sending physical materials to Metadata Services for cataloging or record maintenance, including scanning items into the Acquisitions Technical Services work order.

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.

This document explains the proper way to create a new item in Alma, lists the tabs and fields available within an item record, and describes how they're used at Berkeley.

How to close serials holdings records

Explains the history of related record practices and how they may have become unlinked over the course of OPAC migrations. Also covers previous attempts to mitigate the unlinked related records problem.