Related product I-Share

Technical Services, Cataloging and Acquisitions

Technical Services Q&A Webinar Series

Cataloging and Resource Management in the IZs and the NZ To-Do's and future work:

Alma Metadata Editor

Ex Libris Metadata Editor Rollout Plan. The new metadata editor will become the default editor with the June 2021 release (June 6, 2021). The classic metadata editor will continue to be available.
Navigating the New MD Editor Page
Navigating the Classic MD Editor Page

Network Zone

Zones in Alma
I-Share Network Zone Cataloging Recommendations
Brief Record Levels
I-Share Common Definitions for Local Extensions
Merging Network Zone Records
Information on FY-21 CARLI e-books in the Network Zone
Cataloging Privileges and Shared Record Cataloging Levels
Linking Records to the Network Zone (draft, 9/21/2022)


Call Number Searching in Alma

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

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

OCLC WorldCat Cataloging Processes

Importing Bibliographic Records from WorldCat to Alma
Automatic Holdings Updates Via OCLC Data Sync Collections
Defining Electronic Title Sets for OCLC Data Sync

Alma Cataloging and Inventory Processes

Bound-With Practices 
How-To: Record Locks and Releasing Records
How-To: Using Local Extensions for Copy-Specific Bibliographic Data
Serials Receiving Processes
Working with MARC21 Templates for Bibliographic Records

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
Item Maintenance: Technical - Migration Process Status
Item Maintenance: Item Barcode Has Trailing Space Character
Moving item records between holdings
Technical Services Work-from-Home Projects courtesy of the CARLI Technical Services Committee

Acquisitions How-Tos and Workflows for Day-to-Day

Roles for Acquisitions
PO Line Templates in Alma Acquisitions
Import Profile for Embedded Order Data
Working with Invoices
One Time Ordering Steps (Monographs)
Creating Orders for Services and Memberships
Deleting Acquisitions Data

Authority Records

Authority Control in Alma (In Progress)
Alma Authority Control FAQ, Ex Libris Knowledge Center

Videos and Webinars

Technical Services Q&A Webinar Series

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

Cataloging Government Documents in I-Share Brainstorming Session
September 9, 2020
Session Video
Slides and Session Chat