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Resource Management:
Resource Management Fundamentals
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Copyright Statement
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DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose.
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© Ex Libris Ltd., 2014
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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
Publishing & discovery
Summary and additional resources
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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
CentralKnowledgeBase
Inventory
Institution Catalog
Academic Search PremierAcademic Search Premier
Collapse The Trial
The Trial
Collapse
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Agenda
Introduction
MMS model
Inventory model
Publishing & discovery
Summary and additional resources
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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
Electronic Collection
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Electronic Collection
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)
Electronic Collection
(SAGE Complete)
Service(ASP full text)
Portfolio1997 - 2011
Electronic Collection Service
(Full text)
Electronic Collection
(Academic Search Premier)
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Electronic Inventory Simplified
Inve
nto
ryM
MS MARC Record
Adult Learning
Portfolio2002 - 2013
Electronic Collection
(SAGE Complete)
Portfolio1997 - 2011
Electronic Collection
(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
Publishing & discovery
Summary and additional resources
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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
CentralKnowledgeBase
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
Publishing & discovery
Summary and additional resources
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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
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