Procedure

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.

MARC template used by the Bancroft Library for creating archival collection-level records in OCLC Connexion.

Interim procedures for creating Host Bibliographic Records that continue the status quo of records that were created on migration to Alma in 2021, and are not meant to represent any final decisions regarding Berkeley’s treatment of Host Bibliographic Records. The procedures are meant to provide guidance for catalogers to create records that can be updated in batch, along with the migrated records, as any changes are implemented in their treatment.

How to create a work order to send something for serials cataloging

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.

This procedure outlines the process for cataloging monographic series in Metadata Services after the migration to Alma.

This procedure outlines the process for circulation staff to create minimal records in Alma for 3D objects, including equipment and electronic devices, so they can be loaned out to users. This procedure applies to such objects as laptops, power banks, chargers, mice, and frisbees.

This procedure outlines the process for importing a new WorldCat record or merging an existing WorldCat record in the Network Zone (NZ) when the OCLC number is used in a Community Zone (CZ) record.

This procedure outlines the process for cataloging items that are in the Acquisitions Technical Services work order for MAIN Acquisitions Department and have been requested by a patron or library employee.