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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

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

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

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

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

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

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

Secondary Resource Types

Discovery - Primo VE Discovery - Primo VE Configuration

In August of 2022, Ex Libris introduced a new feature for Primo VE - secondary resource types. This feature allows records to have at least two resource types. The main resource type will continue to appear in the record view in Primo. The secondary resource t...

Metadata
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

CDI Best Practices and Recommendations

Resources - Electronic Resources -Electronic Policies

CDI Defined Central Discovery Index (CDI) is a database of citations gathered from a wide array of sources such as journal articles, e-books, legal documents and more. They are harvested from thousands of primary and secondary commercial publishers and aggreg...

Electronic Resources
Policies
CDI

Shared Electronic Collections

Resources - Electronic

Below is a list of current shared electronic collections that are kept and managed in the WRLC Network Zone. The table is updated as new collections are added. You can find links to the original Google Sheet (as well as Google Sheets for previous years) on the...

Network Zone
Electronic Resources

Merge Rules

Resources - Metadata Resources - Metadata Configuration

It is WRLC policy to use one of three specific merge rules when merging records; these rules were written so as to preserve local WRLC notes in the bib record. The decision to use specific WRLC merge rules was made by the WRLC Metadata Committee in July of 201...

Match Profile in the Metadata Editor

Resources - Metadata Resources - Metadata Configuration

Match methods in Alma are primarily used in import profiles to determine whether an incoming record is considered a duplicate of an existing record.  Match methods are also used in the Metadata Editor, specifically when linking records from the Institution Zo...

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

WRLC Instances

Admin

Below is a comprehensive list of all instances (Alma, Primo VE, and Sandboxes) in the WRLC Network Zone. Alma Institution Alma URL American University https://wrlc-amu.alma.exlibrisgroup.com/ American University Washington College of Law h...

How to merge bibliographic records

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

Alma provides the ability to merge two bibliographic records in the Metadata Editor. This is helpful when catalogers identify duplicate records. For more information on duplicate records in the WRLC Network Zone, see the WRLC policy on Bibliographic Utilities...

How to relink holdings records

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

There are two different ways to relink a holdings record; either through an Alma search or in the Metadata Editor. Alma Search Search for the record either using a Physical Titles or Physical Holdings search in Alma Choose View to view the holdings record...

How to link and unlink bibliographic records from the NZ

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

Linking bibliographic records to the NZ Open the bibliographic record in the Metadata Editor. If the record only exists in your Institution Zone, a house icon will appear under the title of the item. Choose Record Actions > Share with Network If there are...