LibGuides: ALMA/Primo Training: Resource Management

Resource Management Learning Objectives

Millennium equivalent

Cataloging

Serials

Ability to open and edit a Bibliographic record
Ability to attach holdings/item records to a recently imported OCLC record
Ability to check in a new journal issue
Ability to Suppress internal records from public display

Metadata Editor Basics (Cataloging)

ALMA 302 MD Editor, pt. 2

Basic page layout and functionality	Editing a record and more

Workflow Documentation

Resource Management contains the following workflows/sections:

Using the Repository Search
Learn how to search the repository which is made up of: Institution Zone (IZ), Community Zone (CZ) and Network Zone (NZ).
Metadata Management
Covers working with the Metadata Editor, which is where you view/add/edit Bib. records/holding records/local authority records.
Inventory
Learn how to manage these collections: Electronic, Digital, Physical.
Learn how to enter info. for : holdings, items, activated e-resources and digital objects.
Managing Profiles for Record Import
Configuration

Print Serials Documentation & Workflows

Receiving Print Materials

Serials Tasks:

I. Check-in new issues:

a. Path: Acquisitions-- Receiving & Invoicing-- Receive (must be in the proper receiving dept.!!!)

b. Select the "continuous" tab - find the correct title from the list-- action-- receive

c. receiving screen: fill out new vol./issue info. and save

A chart explaining the difference between Ad hoc serials and predictions

Simple Practice Tasks

Test Your Knowledge!

1. Open and edit a Bib record

PATH: Repository search-select your title-click edit, in the MD Editor click edit- make changes in the body of the record or add/remove a field

2. Attach holdings/item record to recently imported OCLC record

PATH: Repository search-select your title-click edit-Tools-MARC BIB-Add holding-Populate fields-File-Save record (leave bib open)- Click Create Item-populate fields.

3. Check-in a new issue of a journal

PATH: Acquisitions--Receiving & invoicing--Receive

Log into ALMA here

Need a log in? Contact Mark Braden: mbraden@calstatela.edu

* Los Angeles Campus only