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Resources - Metadata

This section contains information on policies, workflows, how-to's, and configuration settings for metadata in the WRLC Alma environment.

Alma
Metadata

Resources - Electronic

This section contains information on policies, workflows, how-to's, and configuration settings for electronic resources in the WRLC Alma environment. Information about shared WRLC electronic collections can also be found here.

Alma
Electronic Resources

Sandboxes

This section contains information about the Alma and Primo sandboxes available to consortial staff,

Sandbox
Alma
Primo VE

Analytics

This sections contains information on Alma Analytics.

Alma
Analytics

Configuration

This section contains information on both Network Zone and Institution Zone configuration settings in the WRLC Alma environment.

Alma
Configuration

NZ Analytics

Analytics

Alma
Network Zone
Analytics

Resources - Metadata Configuration

Resources - Metadata

Configuration
Metadata
Alma

Resources - Metadata Policies

Resources - Metadata

Policies
Metadata
Alma
Network Zone

Resources - Metadata Workflows and How-To's

Resources - Metadata

Workflows
Metadata
Alma

Resources -Electronic Policies

Resources - Electronic

Alma
Electronic Resources
Policies

Resources - Electronic Workflows and How-To's

Resources - Electronic

Alma
Electronic Resources
Workflows

Resources - Electronic Configuration

Resources - Electronic

Electronic Resources
Configuration
Alma

Formatting Copy-Specific Metadata

Resources - Metadata Resources - Metadata Policies

Adding Copy-Specific Metadata in Alma Copy-specific information can be included in the following fields. Some of these fields may need to be configured for display and/or search in some instances of Primo VE.  Copy-specific metadata in holdings records: 541...

Policies
Metadata
Alma
Network Zone
Bibliographic records
Holdings records

Metadata in the WRLC Training Sessions 2022

Resources - Metadata Resources - Metadata Workflows and How-...

Session 1 | What you need to know (WRLC Overview) Presented by Jackie Saavedra, WRLC, on October 18, 2022 Session 2 | Meet Alma (Introduction to the Alma ILS) Presented by Jen Froetschel, GW, on October 25, 2022 Session 3 | Using the Metadata Editor P...

Training
Alma
Metadata
Workflows

Making Changes to WRLC Network Zone Bibliographic Records

Resources - Metadata Resources - Metadata Policies

Last revised: September 30, 2022 Please direct any questions or comments about this document to the WRLC Metadata Committee: metadata@list.wrlc.org When in doubt: ask.  Any questions about editing or changing Network Zone (NZ) bib. records can be posted to t...

Policies
Metadata
Alma
Network Zone
Bibliographic records

Principles for Working in WRLC’s Alma Network Zone

Resources - Metadata Resources - Metadata Policies

Last revised: March 29, 2019 Please direct any questions or comments about these principles to the WRLC Metadata Committee: metadata@list.wrlc.org Do no harm. Please see the WRLC Network Zone Bibliographic Record Policies, the Making Changes to WRLC Netw...

Policies
Metadata
Alma
Network Zone
Bibliographic records

Recommendations for Print Periodicals in the Washington Research Library Consortium

Resources - Metadata Resources - Metadata Policies

The following are recommendations for print periodicals written by the Serial Holdings Subgroup and approved by the Metadata Committee in fiscal year 2023.  The purpose of these recommendations is to standardize serial holding and item records in the WRLC Alm...

Policies
Alma
Metadata
Item records
Holdings records
Primo VE
Configuration

Authority Control

Resources - Metadata Resources - Metadata Configuration

The WRLC Network Zone runs two different jobs in Alma for authority control: the Link BIB Headings job, and the Preferred Term Correction job. The former links authority headings to an authority record, and the latter changes the heading from the non-preferred...

Metadata
Alma
Network Zone
Configuration
Authority control

Duplicate NZ Records report

Resources - Metadata

On the 2nd of every month, the WRLC Alma Network Zone creates an Analytics report listing all Network Zone bibliographic records that have duplicate OCLC numbers. The WRLC Network Zone uses the OCLC number as our primary match point; all NZ records must hav...

Alma
Metadata
Analytics
Bibliographic records

NZ Local Parameters

Analytics NZ Analytics

Below is a list of all Local Parameters configured in Analytics for Network Zone records. Parameter Field Local Parameter 1 300 Local Parameter 2 592   Keep in mind that you may see more Local Parameters in NZ Analytics than what is...

Alma
Network Zone
Analytics

Metadata Editor Warnings (MARC21 Bib Extensions)

Resources - Metadata Resources - Metadata Configuration

When a record is opened in Alma’s Metadata Editor, Alma checks the record for a variety of characteristics such as missing information, invalid information, duplicate records, and so forth. If an issue is found, it is presented as a warning at the bottom of th...

Alma
Metadata
Configuration
Bibliographic records

How to create new bibliographic records in the Metadata Editor

Resources - Metadata Resources - Metadata Workflows and How-...

1. Open the Metadata Editor. 2. Choose Records on the top left-hand corner, then choose New > Placement Options. 3. Choose the location of new records (whether IZ-only or liked to the NZ). Then click Save; this setting will be saved until you change the se...

Alma
Metadata
Bibliographic records
Workflows

Item Record Description Policies and Templates

Resources - Metadata Resources - Metadata Policies

Item record descriptions for print periodicals should follow the guidelines below. Every effort should be made to adhere to these guidelines for newly cataloged items. Legacy records should be corrected only as time and resources allow. For a full list of W...

Policies
Metadata
Alma
Item records

NZ Analytics Accounts

Analytics NZ Analytics

Accounts with the Design Analytics role in the Network Zone are coordinated by the Alma/Primo Advisory Committee. All accounts are individual accounts; no generic or group accounts for Alma Analytics in the NZ will be created for library staff. To request an ...

Alma
Network Zone
Analytics

Fields That can be Deleted in the WRLC Network Zone Without Consultation

Resources - Metadata Resources - Metadata Policies

Updated March 22, 2024 Please direct any questions or comments about this document to the WRLC Metadata Committee: metadata@list.wrlc.org When in doubt: ask.  Any questions about deleting fields in Network Zone (NZ) bib. records can be posted to the message ...

Policies
Metadata
Alma
Network Zone
Bibliographic records

WRLC Network Zone Bibliographic Record Policies

Resources - Metadata Resources - Metadata Policies

Please direct any questions or comments about these policies to the WRLC Metadata Committee:  metadata@list.wrlc.org BACKGROUND The WRLC Metadata Committee was tasked to provide policies regarding a shared catalog in Alma integrated library system. Below s...

Policies
Metadata
Alma
Network Zone
Bibliographic records

Alma/Primo Sandboxes

Sandboxes

Alma/Primo Sandboxes WRLC has three premium Alma/Primo sandboxes, with data and configurations from the following IZs: American: https://wrlc-amu-psb.alma.exlibrisgroup.com  - [ Primo ] District of Columbia: https://wrlc-doc-psb.alma.exlibrisgroup.com  - ...

Alma
Primo VE
Sandbox