Alma New Metadata Editor Alma Metadata Editor demo

Overview • Rollout dates and where to find help and guidance • Demonstrate processes:

Dates to remember • 6 th September 2020 – New MDE available to turn

Help and guidance • New MDE introductory guide • All resource management guides on

Menu – New – creating new records in the MDE using templates • Bibliographic

Menu – Record actions – Actions performed on the record as a whole •

Menu – Editing actions – Actions that change a part of a record •

Menu – Add inventory – Bibliographic record Portfolio – no matter the kind of

Menu – View related data (bibliographic record)– view information about or related to the

Menu – View related data (holdings record) – view information about or related to

One last note Let us know if you have any ideas for cataloguing session

Contact knowledge@nes. scot. nhs. uk esther. mclaughlin@nhs. scot

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Alma – New Metadata Editor Alma Metadata Editor demo 9 th December 2020

Overview • Rollout dates and where to find help and guidance • Demonstrate processes: • • • Turn on the new MDE Opening records in the MDE Navigating the menu Cataloguing a book using template Adding holdings and items • Questions

Dates to remember • 6 th September 2020 – New MDE available to turn on • March 2021 – New MDE is default – user can still switch back to the original MDE • June 2021 – Exclusive use of New MDE – original MDE no longer available

Help and guidance • New MDE introductory guide • All resource management guides on the training page will be updated to reflect the new MDE • Peer support contacts in the cataloguing group • Ex Libris guidance

Moving to the new MDE

Push records to MDE

Menu - Save

Menu – New – creating new records in the MDE using templates • Bibliographic • Holdings

Menu – Record actions – Actions performed on the record as a whole • Release record • Add note • Suppress • Delete

Menu – Editing actions – Actions that change a part of a record • Add field • Remove field • Field information

Menu – Add inventory – Bibliographic record Portfolio – no matter the kind of record Add inventory – Holdings record Only option = Item

Menu – View related data (bibliographic record)– view information about or related to the record • View inventory • View notes

Menu – View related data (holdings record) – view information about or related to the record • Edit bibliographic record

Configuring templates

Open the template

View field information

Authority headings

Add holdings

Add items

Questions?

One last note Let us know if you have any ideas for cataloguing session in the Spring – knowledge@nes. scot. nhs. uk Still available on the training page: • Feb 2020 – Marc and RDA training handout and additional information • May 2019 – Cataloguing training recording and slides, covers topics – converting records to RDA, dealing with subscription e-resources, creating records from scratch

Contact knowledge@nes. scot. nhs. uk esther. mclaughlin@nhs. scot