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Alma Resource Management

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

Releasing Records vs. Save and Release Record

Bib and holdings records that are opened in the MD Editor need to be released once the cataloger is done viewing and/or editing the records so that they're not locked for use by other catalogers either at the campus or other campuses. 

Every time a bib or holdings record is saved in the MD Editor a new version is created, therefore:

  • "Release Record" should be used when no changes have been made to the bib or holding record
  • "Save and Release Record" should be used when:
    • Local notes are added or removed from a bib record
    • Holdings records have been modified

Releasing Records

Records can be released from the:

  • MD Editor: Go to Record Actions>Release Records (Alt+Shft+R) 
  • Records list:
    • Releasing records from the records list will release ALL records.
    • Click on the "Release displayed records in List" icon

Save and Release Records

If you've made changes in the bib record in the MD Editor, use "Save and Release Record, which will save the changes to the bib record and create a new version.

Save and release records by:

  • Going to Save>Save and Release Records (Ctrl+Alt+R) 

Closing Records

Closing a record using the "X" in the upper right-hand corner of the record will close the record from displaying in the editing pane of the MD Editor, but it does not release the record from the MD Editor. The record will remain in the records list until it has been released. Records in the records list will be unlocked after 1 hour of inactivity.

If you are finished working with a bib or holdings record it is better to:

  • "Save and Release the Record" if changes have been made record or
  • "Release Record" if no changes have been made to the record

To close a record that is open in the Main Pane of the MD Editor when you plan to return to at a later time:

  • Click the "X" in the upper right-hand corner of the header of the title that is open in the editing pane of the MD Editor

Close a Record in the Main Pane of the New MD Editor