1 Orientation and concepts: Alma concepts

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3 Agenda Introduction Data structures Workflow concepts Summary and additional resources

4 Prerequisites This presentation assumes that you have viewed or attended these training sessions: Introduction to Alma

5 Objectives By the end of this training session, you will be able to: Describe the Alma approach to: Catalogs, inventories, & users Workflow lifecycles

6 Agenda Introduction Data structures Workflow concepts Summary and additional resources

7 Slightly simplified Institution Zone Data Services Global Authorities Shared repository of standard authority files Community Catalog Shared records managed by ExL Currently e-resources Central KnowledgeBase Shared administrative information for e-resources Local Inventory Can link to the Institution, Network, or Community Catalog Defines what resources (across all catalogs) are managed by your library Institution Catalog Descriptive records managed by your institution

8 Institution Zone Community Zone Collaboration Community Zone Global Authorities Community Catalog Central KnowledgeBase Inventory Institution Catalog Academic Search Premier CollapseThe Trial Collapse

9 Alma Inventory Institution Inventory IZ/NZ/CZ (MMS) Intellectual Entity MMS record Middle Level Item Intellectual Entity – pointer to the bib record Middle Level – groups items Physical: Holdings Electronic: Service Digital: Representation Item – inventory level for fulfillment and usage Physical: Item Electronic: Portfolio Digital: File

10 Physical Inventory (Monograph Example) Inventory MMS IE War & Peace MARC Record War & Peace Holding Main Stacks Item Copy 1 Holding Offsite Storage Item Copy 2 Item Copy 3

11 Physical Inventory (Serial Example) Inventory MMS IE TriQuarterly MARC Record TriQuarterly Holding Periodicals Item no.4 (1965) Item no.5 (1965) Item No.6 (1966)

12 Electronic inventory Package groups titles on a common platform Packages or titles can be used to anchor workflows: Purchase Activate Evaluate Renew Package and title list copied from CKB when activated Full package for aggregators Specific titles for selective Inventory MMS IE MMS Record Service Portfolio Pkg. Service Package

13 Electronic Inventory Example Inventory MMS IE Adult Learning MARC Record Adult Learning Service (SAGE full text) Portfolio Pkg. Service (Full text) Package (SAGE Complete) Service (ASP full text) Portfolio Pkg. Service (Full text) Package (Academic Search Premier)

14 Digital Inventory Example Inventory MMS IE Age-related loss of limb coordination MARC Record Age-related loss of limb coordination Representation Preservation master File p1.tif Representation Presentation derivative File p2.tif File p71.tif File full.pdf […]

15 Publishing to discovery For initial loads, a whole inventory can be published This may include records from the Institution Zone and Community Zone For ongoing synchronization, changed records will be published Inventory Institution Zone Community Zone Primo

16 Core Block User data structure One core segment Repeatable additional segments Core Address Core Phone Core Note Core Match ID Core Stat Cat

17 Ownership & Updates Core Address Phone Match ID Banner Manual Phone

18 Agenda Introduction Data structures Workflow concepts Summary and additional resources

19 Smart Fulfillment – From Request to Loan Inventories Local Collection Remote Collection A Discovery Interface U-Resolver Available-closed stack Pickup from shelf Route to pickup location Loan to patron Notify patron Hold shelf Unavailable- (p) resource Recall Identify on return Loan to patron Notify patron Hold shelf

20 Charting a workflow path: Invoicing Upon receipt Via EDI Receiving workflow Review Validation/ Alerts Manual Automatic Approval Reject From PO/ manually From PO/ manually Payment

21 Current reading lists workflow Create list Search the catalog Select a fulfillment method Move items to reserves Pick from shelf Update policies Move items Digitize Scan chapters/articles Deposit files & create records Purchase items Place purchase request with Acquisitions Order resource Ship to course reserves Add new items Add new items to reserves list Publish list

22 Distributing Tasks in Alma Digitize Approve request Digitize item Reading list arrives Choose how to fulfill each request Paging Alma creates paging requests Items are routed to next task Selection & Ordering Approve purchase Upon receipt, Alma routes to reserves area Move request Route items to reserves area Alma updates items’ policies

23 Agenda Introduction Data structures Workflow concepts Summary and additional resources

24 Summary In this module, we discussed: Data model concepts Catalogs Inventory User data Workflow concepts