Alma - Res Mgmt & Serials - ILS Training & Documentation - Research Guides at Vanderbilt University

Key Tasks and Functions for Resource Management & Print Serials

Import new records into Alma (individual and batch).	Overlay/merge brief records with full records.	Search external resources (e.g., OCLC)
Import records for copy-cataloging.	Batch update bibs and items.	Print spine labels.
Suppress (shadow) records from public display.	Creating & receiving print serial predictions	Claiming & binding print serials

Resources - Cataloging and managing inventory, as well as importing and publishing inventory information.

Trainers/Champions:

Jake Schaub, Music Library
Zora Breeding, Metadata Services
Christy Ryan, Law Library
Will Stringfellow, GIMS

Helpful Online Resources

MARC 21 Format for Bibliographic Records
MARC for bibliographic record fields.
MARC 21 Format for Holdings Data
MARC for holding record fields.
ExLibris Knowledge Center Product Documentation for Resource Management
ExLibris Knowledge Center Product Documentation for Receiving Physical Materials
ExLibris Knowledge Center Product Documentation-Setting Up Prediction Patterns

Training Documentation

Trainer Script-Authorities
Training script for the Alma ILS Resource Management training team session on authority records
Trainer Script-Basic Alma Navigation
Training Script for Alma ILS Resource Management training team session on Basic Alma Navigation
Trainer Script-Basic Bib Editing & Importing, Holding & Item Record Creation
Training script for the Alma ILS Resource Management training team session on basic bib editing and importing, holding and item record creation
Training Handout-Authorities
Handout provided to attendees of the Alma ILS Resource Management training team session on working with Authority Records
Training Handout-Basic Alma Navigation
Handout provided to attendees of the Alma ILS Resource Management training team session on Basic Alma Navigation
Training Handout-Basic Bib Editing & Importing, Holding & Item Record Creation
Handout provided to attendees of the Alma ILS Resource Management training team session on Basic Bib Record Importing and Editing
Training Handout-Batch Updating Items
Handout provided to attendees of the Alma ILS Resource Management training team session on updating item records in batch using a job
Training Handout-Binding Periodical Issues in Alma
Handout provided to attendees of the Alma ILS Serials training team session on binding issues in Alma
Training Handout-Creating and Receiving Predictions (853 fields)
Handout provided to attendees of the Alma ILS Serials training team session on creating predictions for periodical issues.
Training Handout-Creating and Receiving Predictions for Supplements (854 fields)
Handout created for those who create and receive predictions for print supplement continuations.
Training Handout-Creating and Using Serial Prediction Templates
Handout provided to attendees of the Alma ILS Serials training team session on creating and using serial prediction templates.
Withdrawal and Transfer Procedures - Aug 2018

ILS Training & Documentation: Alma - Res Mgmt & Serials

Key Tasks and Functions for Resource Management & Print Serials

Helpful Online Resources

Training Documentation