Emory University Libraries Alma Documentation

Collaborative repository of Emory University Libraries documentation with a focus on Ex Libris's Alma.

Documentation that is general enough to apply to any EUL library will be named by activity, e.g. Suppress a Bib Record; documentation that represents a library's specific, local practice will be preceded by the short name of the library, e.g. Woodruff - Gift Book Collections.

Create Bib and Holdings Templates

How Alma handles defaults for cataloging.

Go to the metadata editor

Go to the metadata editor

There are 3 categories in the metadata editor Templates, Records, Rules (Indication, Merge and Normalize)

There are 3 categories in the metadata editor Templates, Records, Rules (Indication, Merge and Normalize)

You can set defaults for bib and holding via templates

You can set defaults for bib and holding via templates

Bibs

Bibs

You can duplicate an existing template

You can duplicate an existing template

Or start from a new record

Or start from a new record

Once you've made your changes you can save your current record as template saving your defaults

Once you've made your changes you can save your current record as template saving your defaults

When you open the template you'll see your defaults

When you open the template you'll see your defaults

Holdings are much the same

Holdings are much the same

A nice feature (the drop down functions)

A nice feature (the drop down functions)

Again your template will contain your defaults

Again your template will contain your defaults

Note: You can also set your call number type for the holding in the location info

Note: You can also set your call number type for the holding in the location info

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