Resource Management Training 3: Adding New Bibliographic Records

In this session, presenter Ted Schwitzner focuses on methods for adding new bibliographic records to Alma. Procedures will include immediate import options for OCLC services, Connexion and Record Manager, as well as Z39.50 import from WorldCat, and general information about bulk loading records through import profiles. Consortial policies and best practices for the network zone record requirements will be discussed along with appropriate uses for creating records directly in Alma.

• Consortial Cataloging Policies and Best Practices
• Direct Export from OCLC Services, Connexion, Record Manager
• Direct Import via Metadata Editor/Z39.50
• Evaluating record sources for import
• Batch loading via import profiles: WorldCat Updates, vendor data, acquisitions EOD, Excel
• Merge profiles
• Creating local records: templates, record requirements, record limitations
• Record relationships and bound-withs
• Deleting bibliographic records

Note: The session was disrupted from 0:31:09 to 0:33:35 by a software outage.