Resource Management

This page links to documents related to the following Resource Management workflows and processes:

  • Bibliographic record creation & maintenance, including record imports
  • Holdings record creation & maintenance
  • Item record creation & maintenance for physical resources

Documentation on this site will continue to change as we gain experience in Alma and UC Library Search, and as new features, processes, and policies are introduced. If you notice anything that needs to be updated or fixed, please let us know using the feedback form.

 

Contents

 

APriCoT functional area lead

Resource Management functional area lead: Adam Baron (adam.baron@berkeley.edu)


Information sources

UC Berkeley general resources
UC Berkeley Resource Management Group

The Resource Management Group (RMG) is responsible for developing and maintaining policies, procedures, and workflows for cataloging in Alma, ensuring alignment systemwide and locally.

UC-wide general resources

Presentations

UC-wide Resource Management: Cataloging and Metadata Operations Subteam

 

Problem reporting

 

Requesting and updating Alma roles

Required Alma roles

To perform basic Resource Management functions, the following Alma roles are required:

  • Cataloger
  • 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
Optional Alma roles

Additional Alma roles that are commonly assigned include:

Additional Alma roles that are not commonly assigned include:

For information on requesting or updating Alma roles in production or the sandbox, see Requesting and updating Alma roles.

 

Training

 

UCB RM documentation

Alma Analytics

 

Alma bibliographic, item, and holdings records

 

Cataloging procedures

 

Cataloging statistics

 

FAQ

 

OCLC

 

Unit procedures

Bancroft Library

Collection Services

Metadata Services

 

Withdrawals

By jcripe on 05-08-2024

Pages

This procedure outlines the process for checking whether a newly received item arriving at a shelving location from a source other than Acquisitions/Metadata Services can be added to an existing fully cataloged record or if it needs to be referred to your local Tech Lead or Cataloging Unit for records work before adding to the collection. This documentation is NOT to be used for replacements for lost copies (forthcoming).

By jcripe on

To track materials pulled from library shelves for deposit to NRLF, and to convey their temporary unavailability to users in UC Library Search.

By mmarrow on

List of common OCLC Connexion client export errors, based on documents from CARLI.

By jcripe on

This document concerns OCLC holdings maintenance for physical resources. Maintaining accurate institutional holdings in OCLC is important for Library staff and for our users both locally and worldwide, and it is vital for interlibrary services.

By jcripe on

One-stop document containing all the links related to onboarding a new Library hire with Alma and UC Library Search.

By gosselar on

There are times when we have predicted Item records for serial issues that have not been received and need to be deleted.

By jcripe on

A multi‐volume monograph (MVM) is a monograph complete, or intended to be complete, in a finite number of separate parts. The separate parts may or may not be numbered; volumes may be issued over time or all at once.

By jcripe on

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.

By jcripe on

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.

By jcripe on

These instructions cover relinking item records, as well as holdings records and the item records linked to those holdings records. The instructions don't cover all the possible variations in relinking, but they lay out one way to do the work.

By jcripe on