Training Events

Tue, Mar 25, 2025 / 9:30am to 11:00am

CARLI’s I-Share Resource Management Training series focuses on how libraries may manage collections and metadata in Alma effectively, with an emphasis on Alma’s functionalities for management of physical and electronic resources. This series will cover many topics that involve cataloging as well as the interaction of metadata with other library system functions, such as acquisitions, circulation, and discovery. Each session will highlight different processes and workflows for completing resource management tasks in both institutional and consortial perspectives.

Series content is aimed at those who are responsible for day-to-day work with MARC metadata and inventory data in an I-Share institution. Staff that are responsible for functions in acquisitions, fulfillment, discovery, or reporting may find the information useful as well. Primary emphasis will be on taking advantage of Alma functionality to complete tasks within resource management workflows. Limited discussion on broader cataloging practice and theory may be addressed as time allows.

Each 90-minute session will consist of 55-70 minutes of presentation, with periodic spaces for questions and exploration. Attendees will be encouraged to have examples ready for hands-on practice. 

Registration will be capped at 15 attendees per session, and sessions may be selected a la carte. Each session will be recorded and made available, and it is not necessary to register to receive access to the recording. Register here.

Session 6: Resource Management and Analytics

Alma includes several tools that enable the analysis of a library’s collection. Such reports may be used to summarize the depth of collections or to help identify issues in metadata.

The focus of this session will be on the retrieval of repository data through analyses and searches, on identifying the relationships between catalog data reporting data, and on identifying the scenarios and practices for using Alma reporting tools.

  • Analytics Roles and Responsibilities
  • Analytics subject areas and lifecycles
  • Alma Advanced Search and export options
  • Indication Rules
  • Deleted Repository
  • Duplicate Title Analysis
  • Overlap and Collection Analysis
Tue, Apr 1, 2025 / 9:30am to 11:00am

CARLI’s I-Share Resource Management Training series focuses on how libraries may manage collections and metadata in Alma effectively, with an emphasis on Alma’s functionalities for management of physical and electronic resources. This series will cover many topics that involve cataloging as well as the interaction of metadata with other library system functions, such as acquisitions, circulation, and discovery. Each session will highlight different processes and workflows for completing resource management tasks in both institutional and consortial perspectives.

Series content is aimed at those who are responsible for day-to-day work with MARC metadata and inventory data in an I-Share institution. Staff that are responsible for functions in acquisitions, fulfillment, discovery, or reporting may find the information useful as well. Primary emphasis will be on taking advantage of Alma functionality to complete tasks within resource management workflows. Limited discussion on broader cataloging practice and theory may be addressed as time allows.

Each 90-minute session will consist of 55-70 minutes of presentation, with periodic spaces for questions and exploration. Attendees will be encouraged to have examples ready for hands-on practice. 

Registration will be capped at 15 attendees per session, and sessions may be selected a la carte. Each session will be recorded and made available, and it is not necessary to register to receive access to the recording. Register here.

Session 7: Authority Control

Authority control is a process for organizing information through standardization of terminology, so that patrons may find resources effectively and unambiguously. Authority control is also a frequent and ongoing aspect of resource management, as accepted terms may change over time, and inaccuracies may be discovered.

This session will focus on the tools and techniques for performing authority control in CARLI’s networked environment. Practices that catalogers may implement locally on network records will be covered, including the use of different vocabularies and reparative cataloging.

  • Community Zone authorities and vocabularies
  • Network Zone authorities and vocabularies
  • Searching authority records and headings
  • Linking bibliographic access points to authorized headings
  • Alma scheduled jobs: Link BIB Headings, Preferred Term Correction
  • Authority Control Task List
  • Reparative authorities practices 
Tue, Apr 8, 2025 / 9:30am to 11:00am

CARLI’s I-Share Resource Management Training series focuses on how libraries may manage collections and metadata in Alma effectively, with an emphasis on Alma’s functionalities for management of physical and electronic resources. This series will cover many topics that involve cataloging as well as the interaction of metadata with other library system functions, such as acquisitions, circulation, and discovery. Each session will highlight different processes and workflows for completing resource management tasks in both institutional and consortial perspectives.

Series content is aimed at those who are responsible for day-to-day work with MARC metadata and inventory data in an I-Share institution. Staff that are responsible for functions in acquisitions, fulfillment, discovery, or reporting may find the information useful as well. Primary emphasis will be on taking advantage of Alma functionality to complete tasks within resource management workflows. Limited discussion on broader cataloging practice and theory may be addressed as time allows.

Each 90-minute session will consist of 55-70 minutes of presentation, with periodic spaces for questions and exploration. Attendees will be encouraged to have examples ready for hands-on practice. 

Registration will be capped at 15 attendees per session, and sessions may be selected a la carte. Each session will be recorded and made available, and it is not necessary to register to receive access to the recording. Register here.

Session 8: Batch Processes and Record Maintenance

Nobody’s perfect, nor are the metadata in any library catalog. Finding and fixing inaccuracies along with upgrading records for changing rules and practices is as much a part of a cataloger’s job as the addition of new resources. While it may be easy to make changes to individual records, working with data in bulk requires some planning and coordination.

This session will cover the tools and techniques available for working with metadata in bulk in Alma. Options for creating record sets will be described, and practices for working with metadata at both the institution and network levels will be outlined. Additionally, several common maintenance projects will be described.

  • Creating and using record sets: text file, Excel, Analytics, search results
  • Indication rules
  • Normalization rules and zones
  • Bibliographic record maintenance projects: coordinating local and global efforts
  • Holdings record maintenance projects
  • Item record maintenance projects
  • Electronic resource duplication and overlap reports
Wed, May 21, 2025 / 10:00am to 1:30pm

Weds. May 21, 2025

More details to come.

Pages