Alma Resource Management

One of the following roles is required to work with holdings records:

• Cataloger
• Catalog Manager
• Catalog Administrator

Holdings records:

• Are used for physical resources and must be linked to a bib record
• Provide a link between the bib record and the item record(s)
• Tell users where a physical item is located in the library and what holdings you have
• Have the following required fields:
  • LDR
  • 008
  • 005
  • 852
• Contain the following information:
  • Location
  • Items held
  • Publication pattern (where applicable)
  • Notes
• Can be created and edited:
  • In the MD Editor
  • Using an import profile job
  • Running the "Change Holdings Information" job

MARC 852 indicators are used to tell the holdings record what call number schema should be used. If the following indicators are not currently mapped in Alma to populate $$h and $$i based on the first and second indicators, edit them in Configuration>Resources>General>Call Number Mapping.

Every time a holdings record is saved in the MD Editor, a new version of that holding record is created.

Managing holdings records versions:

1. Open the holdings record in the MD Editor
2. Click View Related Data>View Versions
   • The versions will display on the right-side of the split screen editor if they exist
3. Click View
4. Click Restore if you would like to restore one of the versions
5. Click the “X” in the upper right corner of the right-side of the split screen editor to close

• Working with Holdings Records
• Holdings Records
• Managing Physical Resources