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Alma Resource Management

Working with the Metadata Editor in the Institution and Network Zones. Includes indication and normalization rules.

Deleting Holdings Records

A holdings record cannot be deleted if there is at least one item record associated with it. Holdings records are usually deleted after the associated item records have been deleted.

There might be cases where holdings records without associated item records were migrated and they need to be deleted. Holdings without associated items can be deleted:

  • In the MD Editor or
  • From a list of holdings when multiple holdings records are present

Deleting Holdings Records in the MD Editor

  1. Make sure there are no item records attached to the holdings record
    • If a holdings record has items associated with it, it cannot be deleted in the MD Editor and should use "withdrawing the last item record(s)" workflow
  2. Open the Holdings record in the MD Editor
  3. Click Record Actions>Delete Record
  4. Click "Yes" when the confirmation message appears stating; "You are about to this Holdings. Are you sure?"

Deleting Multiple Holdings Records from the List of Holdings

When a bib record has multiple holdings record there is the option to delete the holdings records from the List of Holdings.

  1. Make sure the Holdings record does not have any items associated with it
  2. Perform a repository search for the title
  3. Click Holdings from the ellipses of the record
  4. Click in the check box(es) for the Holdings being deleted
  5. Click Delete Holdings
  6. Click "Confirm" when the Confirmation message appears asking; "You are about to delete holdings. Only empty holdings will be deleted. Are you sure you want to perform this action?"

Deleting Holdings Records with Items Records

How do I manually delete a holdings record in Alma?

Topics

Answer

Deleting Holdings Records:

  1. Delete attached item records, if they exist. Item records attached to a holdings record MUST be deleted before a holdings record can be deleted:
    • Perform a repository search
    • Click Items from the ellipses
    • Withdraw Items:
      • For one item: Click Withdraw from the ellipses of the item record to be deleted. Click Confirm when the confirmation message appears
      • For more than one item: Click in the boxes next to the items to be deleted. Click Withdraw items. Click Confirm when the confirmation message appears 
        withdraw items
    • When all items are deleted from a holdings record the "Last item(s) of Holdings record deleted or moved" action box appears
      • Click on the radio button for "Delete Bibliographic record (unless other holdings are present)" and click Go
      • A message will appear above the title saying the item has been successfully deleted
      • Click Back (or < arrow)
  2. If the Holdings Record has no items:
    • Perform a repository search
    • Click Holdings
    • Click in the box next to the holdings without inventory
    • Click Delete Holdings
      delete holdings
    • Click Confirm when the confirmation message appears

 

Deleting a Holdings Records in the MD Editor:

  1. Perform a repository search
  2. Click Holdings
  3. Click Edit from the ellipses of the holdings record without inventory
  4. Click Record Actions>Delete Record
  5. Click Yes when the confirmation message appears
  6. Click Close when the information message appears