Let's put all pieces together and create a record in Alma for real!
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Share at least one question, comment, or observation via this form (Closed 07/08/2021. Please share your questions from the FAQ page). Your colleagues in the Alma implementation team will use your questions for two important purposes -
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Resources you need
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Platform
The Metadata Editor
For Training module 3: Cataloging, Part 2
Preparation
Click the menu option New, do you see the default templates for a new bib and a new holdings record listed? If not, click on the Gear icon, Templates display configuration, and customize Don't worry if the templates for holdings appear to be greyed out. They will become actionable when you work on a bib that has been saved to Princeton's repository. |
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What are the top field tags from LDR to 040? Write them down on the worksheet.
Record header
Observe the record header (the light blue bar). Does the record have an ID? What are the first two digits of the ID? What badges are displayed?
Input book information
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Open Leader and 008 in the Form Editor, edit as needed based on the information below -
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A binocular icon appears to the left of the field tag 100. Hover your mouse over it and find out what it means.
Save record
Save the record to Princeton's repository.
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We have not done our usual due diligence of checking for duplicates. On top of that all of us are now saving the same title into Princeton's repository. Alma has a built-in function for detecting duplicates and raising alerts, although its findings are not always reliable.
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Select the menu option View Related Data > View in Search and observe. Click the hyperlinked title and open the read-only version of the record if you like.
From there how do you return to the MDE at one mouse click (or with keyboard shortcut)?
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If you do not repeat Expand from Template - how else would you duplicate the field(s) you have just inserted? [hint: copy the field]
After you have copied the field(s), select both the original and the copy, and delete.
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Select the menu option Search & Browse > Search Resources to import a master record from WorldCat.
Verify that WorldCat is selected in the Search Cataloging Profile drop-down menu -
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For the sake of streamlining this exercise we have overlaid Mark Twain's novel with a random WorldCat master record. If you are abhorred by the crude sabotage even for a mock record in the test database, no worry.
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Second, you can whitewash - I mean, reverse - the action!
Select View Related Data > View Versions
The MDE enters split mode, displaying a list of Versions in the right pane.
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Click on Restore, and you have your Adventures of Tom Sawyer back. You may continue onto the next step.
For Training module 4: Cataloging, part 3
Add inventory
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The book will be shelved in Dixon at the Firestone Library. How do you edit the 852 field?
Select the menu option View Related Data > View Inventory (Ctrl+i). Does the Inventory list shows 1 or 0 holdings record - in other words is the holdings record you are working on reflected?
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Back with the holdings record in the MDE, select Add Inventory > Add Item (Alt+i)
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(1) Alma offers multiple ways of adding an item. Creating bib → holdings → item is one of them. (2) You can add an item without saving the new holdings record first. While you have the unsaved holdings open in the Main Pane, selecting Add Item will save the holdings record to Princeton's repository first before opening a new blank item record in the Physical Item Editor |
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Copy ID: type 1 - This number will show in Physical items search results if you have customized to display the field.
Alma may recognize that the Barcode value is not valid, but you may save the item record.
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Click the bib and holdings records and release them from the MDE by the menu option Save > Save and Release Record (Ctrl+Alt+R)
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