Alma Resource Management

Roles required to work with item records:

• Physical Inventory Operator
• Physical Inventory Operator Extended (must be combined with Physical Inventory Operator)

Item records are linked to holdings records. They are created:

• Automatically for:
  • Print or Physical One Time orders
    • Holdings and item records are created when a POL is created
• Upon Receiving for:
  • Print or Physical Subscription orders
    • Holdings records are only created when a POL is created
    • Items records are created when they are received (Acquisitions>Receiving and Invoicing>Receive)
• Manually for:
  • Standing orders
    • They do not create holdings or item records. Holdings and item records are created in the MD Editor
  • Existing items in the collection that are not in Alma 

Item records contain:

• Barcodes
• Material Type
• Associated POL (if it exists)
• Item Policy (not required in Alma, unless the item policy exception has not created at the TOU level)
• Receiving Date
• Item Description (Enum/Chron for serials)
• Permanent Location (location in the holdings record)
• Temporary Location (creates a temporary holdings record when used)
• and other information as required

• Physical Items
• Managing Physical Resources