1 Day-to-Day Cataloging Activities in a Network Zone

2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

4 Prerequisites This presentation assumes that you have viewed the Alma functional sessions, in particular, the Resource Management content

5 User Roles Catalog Manager or Operator may add and edit local extensions to bibliographic records share bibliographic records in the Institution Zone with the Network Zone perform routine cataloging activities such as updating and saving bibliographic records in the Network Zone

6 Objectives By the end of this training session, you will be able to: Update bibliographic records in need of correction or to add local extensions Link/share bib records found in the Institution Zone (IZ) with bib records found also in the Network Zone (NZ) Copy records from NZ to IZ Add a bibliographic record when none exists Run the linking job Share records found initially only in the IZ with the NZ

7 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

8 Perform a Search

9 Viewing the Record

10 Editing the Record

11 Saving the Record

12 Updated Record in Repository

13 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

14 Copying Records

15 Copying Records

16 Copying Records

17 Copied Record

18 Copied Record

19 Share Record with Network

20 Share Record with Network

21 Record Shared with Network

22 Record Shared with Network Network Zone Member Institution

23 Contributing Records

24 Contributing Records

25 Contributed Records Network Zone Member Institution

26 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

27 Copy Cataloging In Network, records may be Edited Linked Copied Shared Out of Network, import records directly into Alma from an external database for copy cataloging

28 Copy Cataloging - Workflows Two options available depending on preferred workflow 1.Import directly and save to NZ, copy to IZ and add inventory, link to Network record 2.Import and save to IZ and add inventory before sharing with Network Note: saving to the Network uses normalization rules created in NZ; saving to the Institution uses normalization rules created in IZ

29 Copy Cataloging – Import to NZ

30 Copy Cataloging – Import to IZ

31 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

32 Sets and Linking Creating a set of bib records that are not linked to the Network Zone These records may include local extensions Institution Zone where the records exist Network Zone where some/all of the records exist

33 Create the Set

34 Run the Linking Job

35 Run the Linking Job

36 Review the Report

37 Review the Set

38 Agenda Introduction Edit records Copy/share records Copy cataloging Sets and linking Summary and resources

39 Summary In this session, you learned how to: Update bibliographic records in need of correction or to add local extensions Save bibliographic records after updating is complete Add a bibliographic record when none exists in either the Institution or the Network Copy a record from Network to Institution Link/share records manually or by creating a set and running a job

40 Additional Resources Alma Resource Management Guide Available in PDF format via the Ex Libris Documentation Center and as Online Help within Alma Working with Collaborative Networks in Alma Available in PDF format via the Ex Libris Documentation Center and as Online Help within Alma