Cataloging and Physical Resource Management

Last updated: March 16, 2026

Training

Technical Services Q&A Webinar Series

Ex Libris Customer Education Webinars

OCLC AskQC Office Hours

OLAC Catalogers Network Publications and Training Materials

Acquisitions

Implementing Acquisitions in Alma Series (March 2023 - May 2023)

Cataloging

I-Share Resource Management Training Series

Cataloging Ethics Steering Committee

Cataloging Maintenance Center Multi-Week Moodle Courses

Online with the CMC Webinars

Technical Services Committee Connexion Client Training Q&A Series (October 2022 - February 2023)

Technical Services Committee, Getting Started with WorldShare Record Manager, Recording from April 18, 2024:

Ex Libris Documentation

The Ex Libris Knowledge Center divides resource management documentation into areas focused on work at the descriptive metadata level (e.g., MARC records, Dublin Core, etc.) and then the types of inventory (electronic, physical). Key documents are highlighted here.

Navigating the Metadata Editor -- Information on terminology and functionality for the Alma's primary cataloging interface.

Working with Items -- Information about adding new item records, editing existing item records through the Alma Physical Item Editor, and managing lists of records.

Network Zone

Zones in Alma

Brief Record Levels

I-Share Common Definitions for Local Extensions

Merging Network Zone Records

Information on CARLI e-books in the Network Zone

Cataloging Privileges and Shared Record Cataloging Levels

Linking Records to the Network Zone (draft, 9/21/2022)

Searching

Call Number Searching in Alma

Resource Management How-Tos and Workflows for Day-to-Day

Cataloging Frequently Asked Questions

Roles and Workflows

Roles for Cataloging and Physical Inventory Management

Workflows for Importing Bibliographic Records to Alma

Post-Migration Workflow to Restore Special Collection Bibliographic Records

Exporting Bibliographic Records from Alma to Other Systems

Alma Cataloging and Inventory Processes

Using OCLC Cataloging Services with I-Share

Bound-With Practices 

How-To: Record Locks and Releasing Records

How-To: Release all records at one time

How-To: Using Local Extensions for Copy-Specific Bibliographic Data

Serials Receiving Processes

Working with MARC21 Templates for Bibliographic Records

Using Import Profiles

Sources for Bibliographic Records

How-To: Adding the Kanopy BASE Collection

How-To: Import Profile for OverDrive (standalone)

How-To: Normalization Rule for Importing Electronic Portfolios

Record Maintenance Processes

How-To: Changing Holding/Item Records Permanent Location

How-To: Relink Holdings to a New Bibliographic Record

How-To: Withdrawing Inventory and Deleting Records

How-To: Prevent an Access Point from Linking to an Authority Record

Item Maintenance: Technical - Migration Process Status

Item Maintenance: Item Barcode Has Trailing Space Character

Item Maintenance: Item Barcode Duplicated on Multiple Items

Moving item records between holdings

Technical Services Work-from-Home Projects courtesy of the CARLI Technical Services Committee

Normalization Rules (via SUNY OLIS)

Authority Records

Authority Control in Alma

Alma Authority Control FAQ, Ex Libris Knowledge Center