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Resources you need
Search Results: A Dissected View
Main takeaway
Depending on which type of records you intend to edit - bib, holdings, or item - conduct your search by the corresponding search type if when feasible. The search results will display action buttons and hyperlinks that take you from the results view to the editing interface in fewer steps.
Targeted Record Type | Search Type | Number of Steps |
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bib | All titles / Physical titles Physical items | 1 2 |
holdings | All titles / Physical titles Physical items | 2 3 |
item | All titles / Physical titles Physical items | 2 1 |
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Practice
1. Open a bib record to edit
Do an All titles search by keywords (e.g., "Princeton University Press") or ISBN or any search criteria you like. Find a title you are interested in from the results list. There are no fewer than 4 routes you can take to bring its bib record into the Metadata Editor. How many can you figure out?
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A. The most direct route: Press the action button on the far right of the listing. The bib will open in the MDE. B. If you do not intend to edit the record immediately: 1) Select the checkbox of the record(s) of interest and 2) press located in the summary line of the search results at the top. The bib(s) will be waiting for you in the MDE when you open the editor later on. This method allows you to bring more than one record into the MDE. C. Alternatively, Push to MDE is also listed among the action items under the ellipsis. D. If you'd like to see a read-only version of the record first: 1) Click on the hyperlinked title and statement of responsibility and 2) In the Record View, click either the Push to MDE or the Edit button. |
2. Open a holdings record to edit
Do a Physical titles search by keywords or ISBN or any search criteria you like. Find a title you are interested in from the results list. There are no fewer than 3 routes you can take to bring its holdings records into the Metadata Editor. How many can you figure out?
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The most direct shortest route: In the holdings list, under the column Location, click on the hyperlinked location code of the particular holdings record you intend to edit. This brings you to the Record View of the holdings. Click either the Push to MDE or the Edit button. To see a list of all holdings first: Click on the action button Holdings or the hyperlinked text Holdings underneath the list.
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3. Open an item record to edit (Physical titles search)
From the previous Physical titles search results, how many steps does it take to bring an item record into the Physical Item Editor?
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Tip |
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List of Holdings and List of Items look rather similar when you are new to Alma. Both are presented in tables with many columns, although the holdings list starts with the ID of holdings records, and the item list starts with barcode. Make a habit of checking the heading beneath the Persistent search bar to know which list you are viewing. |
4. Open an item record to edit (Physical items search)
Do a Physical items search by keywords or ISBN or Barcode or any search criteria you like. Find an item you are interested in from the results list. How many steps does it take to bring one of its item records into an item record into the Physical Item Editor?
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One step. In the search results, click either on the hyperlinked Barcode in the displayed field or the action button Edit Item to open the item in the Physical Item Editor. |
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