Alma Resource Management

The Left Pane of the MD Editor is comprised of three modules. Each module tab has corresponding formats (record and rule types) and editing options. The MD Editor Modules are:

• Records (Default)
  
   
• Templates
  
   
• Rules
  

What displays in the left pane records list is determined by what tab is selected:

• Records:
  • Bib and holdings records that have been pushed to the MDE or opened in the MD Editor by selecting "Edit Record" from a repository search
  • The Left Pane records list will be empty if no records have been previously opened or pushed to the MD Editor
• Templates:
  • Existing templates will display in the records list based on the record type selected
• Rules:
  • Existing rules will display in the records list based on the rule type selected

The Left Pane Menu Actions are:

• Filter List
• Search List
• Refresh List
• Release Displayed Records in the List
• Editor Split Mode (split screen editor

Filter List

"Filter List" allows users to filter by: Record Scope - ( Zones where the record resides) Institution Community Network Sort By Group by Scope Sorts the records by Zones Entry Time - Asc (ascending) Entry Time - Des (descending) A-Z Z-A

Search List

"Search List" allows users to search for a record in the list. This is useful when there are a lot of records in the records list.

Search list allows users to search for a record in the list. To Search the List: Type in the Search List text box Records that meet the search criteria will display Click X to clear the results

Refresh List

"Refresh List" will Refresh the list of records Click on the "Refresh List" icon to refresh the list

Release Displayed Records in the List
 

"Release displayed records in the list" will release all records displaying in the MD Editor for the record type. This includes records that were opened in the MD Editor from a repository search or records that were pushed to the MD Editor. "Release displayed records in the list" will only release records from the record format being currently viewed.

Editor Split Mode

"Editor split mode" is also know as the split screen editor. A record must be open in the MD Editor for the "Editor Split Mode" icon to be active (blue). The "Editor split mode" can be:

1. Opened
2. Closed 

To open the split screen editor:

With a record open in the MD Editor, click the "Editor Split Mode" icon to open split screen

To close the split screen editor either:

There are three ways to close a split screen in the MDE: Save and Release the Record Release the Record Click the "X" in the upper right-hand corner Note: Closing a record using the "X" does not release or save the record

The editing pane of the MD Editor is where the work takes place. Bib and holdings records open in the editing pane of the MD Editor.  The MD Editor drop-down menu and tool bar allows the user to perform tasks related to cataloging.

Bib records that display in the MD Editor have a new looks and feel:

• The Header
  • Header indications
  • Information - when the record was last edited
  • Click on the Header to toggle between bib records when the split screen editor is open
• Record Actions allowed on the record open in the right-hand side of the split screen editor
• Field and subfield new color scheme
• Each field has the following available actions:
  • Open Form Editor
  • Field Information - comes from the Library of Congress (LOC)
• Expand/collapse errors 

The main menu in the editing pane if the MD Editor will display functionality based on the records that are open in the editing pane. The follow menu options are available for:

• No record open in the editing pane of the MD Editor
• MARC21 Bib record is open in the editing pane of the MD Editor
• MARC21 Holdings record is open in the editing pane of the MD Editor
   

The Main Menu will display in the MD Editor with the following Main Menu actions available when it is opened without a record:

The Main Menu will display with the following Menu Actions when a MARC21 bib record is opened in the MD Editor:

The Main menu will display with the following Menu Actions when a MARC21 holdings record is opened in the MD Editor:

Main Menu Actions For a Holdings Record - Only Current Functionality is Included!