Collection maintenance

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.

This document describes the process for withdrawing properly linked related records in Alma, that is, two or more records that describe the resource(s) in one physical volume and that are linked via a host bibliographic record.

The document also addresses the process of withdrawing multiple records that describe the resource(s) in one physical volume but that are not linked through a host bibliographic record, such as records for unlinked analytics.

Items that are missing are declared lost and withdrawn after multiple searches. Sometimes these items are later recovered (either returned or found in the stacks). This document describes steps to take if a selector determines that the recovered copy should be reinstated.

This procedure is to be used by staff for manual withdrawal of Items only if the items are NOT missing or billed/lost and are NOT on Related records (aka Host Bibs).