1 Resource Management: Resource Management Fundamentals

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Resource Management:

Resource Management Fundamentals

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Copyright Statement

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AgendaIntroduction

MMS model

Inventory model

Publishing & discovery

Summary and additional resources

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Prerequisites

This presentation assumes that you have viewed or attended these training sessions:

• Orientation and Concepts

• Navigating and Searching in Alma

Note: Resource Management Fundamentals is a joint prerequisite for all Resource Management and Acquisitions sessions

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Objectives

By the end of this training session, you will be able to:

• Explain the distinction between Institution Zone, Community Zone, and inventory

• Outline the inventory model for each resource format

• Search for titles, items, portfolios, and electronic collections

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AgendaIntroduction

MMS model

Inventory model



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Metadata management environment

Institution ZoneCommunity ZoneGlobal Authorities

Shared repository of standard authority files

Community Catalog

Shared records managed by ExL

Currently e-resources

CentralKnowledgeBase

Shared administrative information for e-resources

Local Inventory

Can link to the Institution, Network, or Community Catalog

Defines what resources (across all catalogs) are managed by your library

Institution Catalog

Descriptive records managed by your institution

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Institution Zone

Metadata management environment

Community Zone

Global Authorities

Community Catalog


Inventory

Institution Catalog

Academic Search PremierAcademic Search Premier

Collapse The Trial

The Trial

Collapse

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Agenda

Introduction

MMS model

Inventory model



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Alma Inventory

Institution Inventory

IZ/NZ/CZ (MMS)

Intellectual Entity

MMS record

Middle Level

Item

Intellectual Entity – pointer to bib record

Middle Level – groups items

Physical: HoldingsElectronic: ServiceDigital: Representation

Item – inventory level for fulfillment and usage

Physical: ItemElectronic: PortfolioDigital: File

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Inven

tory

MM

S

Physical Inventory

IE

MARC Record

Holding

Item

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Physical Inventory (Monograph Example)

Inve

nto

ryM

MS

IEWar & Peace

MARC RecordWar & Peace

HoldingMain Stacks

ItemCopy 1

HoldingOffsite Storage

ItemCopy 2

ItemCopy 3

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Physical Inventory (Serial Example)

Inve

nto

ryM

MS

IETriQuarterly

MARC RecordTriQuarterly

HoldingPeriodicals

Itemno.4 (1965)

Itemno.5 (1965)

Itemno.6 (1966)

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Electronic Inventory

• Package groups of titles on a common platform

• Packages or titles used to anchor workflows:

• Purchase

• Activate

• Evaluate

• Renew

• Package and title list copied from/linked to CKB when activated

• Full package for aggregators

• Specific titles for selective

Inve

nto

ryM

MS

IE

MMS Record

Service

Portfolio

Electronic Collection

Service


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Groups resources, generally byplatform/provider. Two types:package and database.

Package

Electronic Collection that contains portfolios; usually activated from Community Zone

Database

Electronic Collection with no portfolios (e.g., abstracting & indexing database)

Electronic Inventory (Collections)

Inve

nto

ryM

MS

DatabaseWeb of Science

MARC RecordWeb of Science

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Electronic Inventory (Multiple packages)

Inve

nto

ryM

MS

IEAdult Learning

MARC RecordAdult Learning

Service(SAGE full text)

Portfolio2002 - 2013

Electronic Collection Service

(Full text)


(SAGE Complete)

Service(ASP full text)


Electronic Collection Service

(Full text)


(Academic Search Premier)

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Electronic Inventory Simplified

Inve

nto

ryM

MS MARC Record

Adult Learning



(SAGE Complete)



(Academic Search Premier)

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Inven

tory

MM

S

Digital Inventory

IE

MARC Record

Representation

File

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Digital Inventory Example

Inve

nto

ryM

MS

IEAge-related loss of limb coordination

MARC RecordAge-related loss of limb coordination

RepresentationPreservation master

Filep1.tif

RepresentationPresentation derivative

Filep2.tif

Filep71.tif

Filefull.pdf

[…]

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Agenda

Introduction

MMS model

Inventory model



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Inst

itu

tio

n Z

on

eC

om

mu

nit

y Z

on

e

Community Zone

Publishing To Discovery

• For initial loads, a whole inventory is published

• Includes records from the Institution Zone and Community Zone

• For ongoing synchronization, only changed records are published

PrimoPrimo

Inventory(P, E, & D)

Institution Zone

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Publishing To Discovery Example

Inst

itu

tio

n

Zo

ne

Co

mm

un

ity

Zo

ne

Community Catalog


Inventory

Academic Search Premier

Academic Search Premier

PrimoPrimo

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Get It (physical)

View It (electronic)

Link Resolver View Of Inventory

Holdings Item summary

Item list

Portfolios

Package names

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Agenda

Introduction

MMS model

Inventory model



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Summary

In this module, you learned to:

• explain the model for catalogs andinventory

• apply the modelfor searches in Alma

• understand publishing and inventory view in Primo discovery layer

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Additional Resources

Alma Resource Management Guide

Alma-Primo Integration Guide

Accessible in Alma’s Online Help & in the Ex Libris Documentation Center

Documents

1 Resource Management: Resource Management Fundamentals