Cataloging & Inventory Management Training Modules
- 1 1: Introduction
- 2 2: Cataloging, Part 1
- 3 3: Cataloging, Part 2
- 4 4: Cataloging, part 3
- 5 5: Cataloging, part 4 (for original catalogers)
- 6 6: Workflows
- 7 7: Transfers (ReCAP and other locations)
- 8 8: Withdrawals
- 9 9: Summary
- 10 10: Cataloging for Branch Staff, ADAPT, etc.
- 11 11: Cataloging Refresher for Selectors - *** POSTPONED ***
- 12 12: Cataloging for Non-Roman Scripts (optional)
- 13 13: Advanced Searching (optional)
- 14 14: Cataloging in OCLC Connexion Client
- 15 15: OCLC Data Sync - Common Validation Errors
- 16 Post-training feedback
- 17 Exercises to practice in Alma sandbox
1: Introduction
350pxDates: June 21-25, 2021
Trainers: Self-guided [Slides]
Goals:
Familiarize yourself with the following topics in preparation for real-time training. At the minimum, learn where you can find information/answer for what should you encounter a question.
Searching Alma (open-house video and documentation)
Introduction to the Metadata Editor (pre-training video and documentation)
Bring Repository Search Results Into Editors (documentation and exercise)
Edit Fields (pre-training video and documentation)
2: Cataloging, Part 1
Date: Monday, June 28, 2021, 10 am
Trainers: Don Thornbury, Minjie Chen
Goals:
Alma indexes (documentation and practice)
Searching by barcode, ISBN, title, inventory number, Voyager item ID (practice)
Navigating search results with sort, facet (documentation)
Getting record into MDE [BIB] from title or item search (practice)
Download the Worksheet as Word or PDF
Word: PDF:
Recording | Presentation Slides |
|---|---|
 |
0-33:30 Presentation
33:30-36:40 Demo
36:40-42:40 Hands-on exercise; Q & A
3: Cataloging, Part 2
Date: Tuesday, June 29, 2021, 10 am
Trainers: Sarah Hamerman
Goals:
View, edit fields in MDE (documentation and practice)
Responding to errors
Expanding records from a template
Finishing a record (Saving; save & release function)
Recording | Presentation Slides |
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4: Cataloging, part 3
Date: Tuesday, June 29, 2021 2 pm
Trainer: Jennifer Baxmeyer
Goals:
Retrieving and editing holdings (including "Enhance from Bibliographic" to get call number)
Open inventory records from editors or repository search results
Changing locations (Library/Collection replacing Voyager location)
Editing items (documentation)
Recording | Presentation Slides |
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5: Cataloging, part 4 (for original catalogers)
Date: Wednesday, June 30, 2021, 10 am
Trainers: Lia Contursi, Yang Wang
Goals: