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Alma Resource Management

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

Notes and Assign to Another Cataloger

Bib records can be assigned to another cataloger for enhancements or corrections that need to be made to a bib record. Often, notes are added to records that are being assigned to another cataloger to provide direction and context for what needs to be done with the bib record. Notes can also be added to notes without using the "Assign Record to Another Cataloger." Notes can be used by a cataloger to track changes that need to be or have been made. 

Assign to Another Cataloger

To assign a bib record to another cataloger:

  1. Open the bib record in the MD Editor
  2. Go to Record Actions
  3. Click on Assign Record to Another Cataloger
  4. The Assign Record to Another Cataloger screen opens
    1. Assign To: [Select the cataloger from the drop-down menu]
    2. Note: [Optional: Add Note]
    3. Send as email: [Optional: Check the box to send an email to the cataloger the record is being assigned to]
      • Note: if an email is not sent, the cataloger will see a record in their records list the next time they open the MD Editor
  5. Click Assign To

NOTE: Once a record is assigned to a user it is locked by the assigned users name


To view a bib record that has been assigned to you:

  1. Open the MD Editor
  2. The assigned record will appear in the records list with  "Assigned" underneath it in blue
  3. Click on the record to open it in the MD Editor
    • Notes can be viewed once the record is opened in the MD Editor

Release Assignment

An assigned record can be released by the person who assigned the record (once it has been released) or by the person the record was assigned to. To release the assignment:

  1. Open the bib record in the MD Editor
  2. Go to Record Actions
  3. Click Release Assignment
  4. The Release Assignment window opens
    1. Note: [Optional]
  5. Click Ok

Adding Notes

To attach notes to a bib record for internal use:

  1. Open the bib record in the MD Editor
  2. Got to Record Actions
  3. Click Add Note
  4. The Add Note window opens
    • Note: [Type in the note]
  5. Click Ok
  6. Click the "X" to close the Notes display on the right-side of the split screen editor


Notes can also be added by:

  1. Open the bib record in the MD Editor
  2. Got to View Related Data
  3. Click View Notes
  4. Click the Add Note button
  5. The Add Note window opens
    • Note: [Type in the note]
  6. Click Ok
  7. Click the "X" to close the Notes display on the right-side of the split screen editor

Deleting Notes

To Delete an internal note attached to a bib record:

  1. Open the bib record in the MD Editor
  2. Go to View Related Data
  3. Click on View Notes
  4. Click the Delete button next to the note being deleted
    • The note is deleted

Viewing Notes

To view internal notes related to a bib record:

  1. Open the bib record in the MD Editor
  2. Got to View Related Data
  3. Click View Notes
    • The notes will display on the right-hand side of the split screen editor