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Alma Resource Management

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

The Placement of Bib Records, Templates, & Rules

In SUNY, the placement of bib records, templates, and rules can be configured to be created in the IZ (Local) or the NZ (Network). It is very important to make sure the "Placement options" are configured to the correct Zone prior to creating a brief bib record, template, or rules. 

  • Brief bib records created in the MD Editor for ordering should be configured to Network (NZ)
  • Brief bib records created for equipment should be configured to Local (IZ)
  • Templates and Rules that use NZ records should be configured to Network (NZ)
  • Templates and Rules use on IZ only records should be configured to Local (IZ)


Note: Brief bib records that are created for personal copy course reserves are not configured in the MD Editor. Brief bib records created for course reserves should be configured to the IZ  and use the following workflow: https://slcny.libanswers.com/faq/267365

Placement Options

To view "Placement options" to ensure bib records, templates, or rules are configure to the correct zone:

  1. Open the Metadata editor
  2. Click New>Placement Options


To Change the "Placement options"

  1. Open the Metadata editor
  2. Click New>Placement Options
  3. The "Placement Options" screen opens
    1. Click on the radio button next to the zone (Local or Network) for the "Placement of new records and templates" OR
    2. Click on the radio button next to the zone (Local or Network) for the "Placement of new rules"
  4. Click Save
  5. Begin creating the brief bib record, template, or rule