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Alma Resource Management

Working with the Metadata Editor in the Institution and Network Zones. Includes indication and normalization rules.

Adding Holdings Records

Holdings records are automatically created when a Physical/Print One Time or Continuous POLs is created in Alma. However, holdings records will need to be created manually in the MD Editor for:

  • Standing Orders
  • Additional holdings for an existing title
  • Campuses who are not currently using acquisitions in Alma

Adding Holdings Records for Books

  1. Open the bib record in the MD Editor
  2. Click New>Marc21 Holdings
  3. Click the Books (Default) Template
  4. The holdings template will open on the right-side of the split screen editor
  5. Click in MARC 852
  6. Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
    • Edit the first indicator for to use the appropriate shelving Scheme
    • Select $$b (sublocation)
    • Select $$c (shelving location)
  7. Hit the Esc button to close the form editor
  8. Click Save
  9. Items can now be added to the Holding record from the MD Editor
  10. Release the holdings record once items have been successfully added

Adding Holdings Records for Serials

  1. Open the bib record in the MD Editor
  2. Click New>Marc21 Holdings
  3. Click the Continuing Resources Serials Holdings Template
  4. The holdings template will on the right-side of the split screen editor
  5. Click in the LDR
  6. Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
  7. The Form Editor Opens and populates the following positions
    • Record status (5) - n (new)
    • Type of Record (6) - y (serial item holdings)
    • Undefined character positions (7) - # - Undefined
    • Undefined character positions (8) - # - Undefined
    • Character coding scheme (9) - # MARC-8
    • Encoding level (17) - u - Unknown
    • Item information in record (18) - i - Item information
    • Undefined character positions (19) - # - Undefined
    • Length of the length-of-field portion (20) - 4
    • Length of the starting-character-position portion (21) - 5
    • Length of the implementation-defined portion (22) - 0
    • Undefined (23) - 0 - Undefined
  8. Click in MARC 852
  9. Open the Form Editor by clicking Editing Actions>Open Form Editor (Ctrl+F)
    • Edit the first indicator for to use the appropriate shelving Schema
    • Select $$b (sublocation)
    • Select $$c (shelving location)
  10. Hit the Esc key to close the form editor
  11. Click into the MARC Holdings 852
  12. Click Editing Actions>Expand from Template and choose appropriate Serials Template
  13. Click Ok
    • MARC 853 and 590 will be created based on the template
  14. Edit MARC 853 and/or 590 if necessary
  15. Click Save
  16. Items can now be added to the Holding record from the MD Editor
  17. Release the holdings record once items have been successfully added

Adding More Than One Holdings Record Per Location Workflow