Resource Management Training 8: Batch Processes and Record Maintenance

Nobody’s perfect, nor are the metadata in any library catalog. Finding and fixing inaccuracies along with upgrading records for changing rules and practices is as much a part of a cataloger’s job as the addition of new resources. While it may be easy to make changes to individual records, working with data in bulk requires some planning and coordination.

In this session, presenter Ted Schwitzner will cover the tools and techniques available for working with metadata in bulk in Alma. Options for creating record sets will be described, and practices for working with metadata at both the institution and network levels will be outlined. Additionally, several common maintenance projects will be described.

• Creating and using record sets: text file, Excel, Analytics, search results
• Filtering with indication rules
• Normalization rules and zones
• Bibliographic record maintenance projects: coordinating local and global efforts
• Holdings record maintenance projects
• Item record maintenance projects
• Electronic resource duplication and overlap reports