1 Resource Management: Resource Management Fundamentals

2 Copyright Statement All of the information and material inclusive of text, images, logos, product names is either the property of, or used with permission by Ex Libris Ltd. The information may not be distributed, modified, displayed, reproduced – in whole or in part – without the prior written permission of Ex Libris Ltd. TRADEMARKS Ex Libris, the Ex Libris logo, Aleph, Alma, SFX, SFXIT, MetaLib, DigiTool, Verde, Primo, Voyager, MetaSearch, MetaIndex and other Ex Libris products and services referenced herein are trademarks of Ex Libris, and may be registered in certain jurisdictions. All other product names, company names, marks and logos referenced may be trademarks of their respective owners. DISCLAIMER The information contained in this document is compiled from various sources and provided on an "AS IS" basis for general information purposes only without any representations, conditions or warranties whether express or implied, including any implied warranties of satisfactory quality, completeness, accuracy or fitness for a particular purpose. Ex Libris, its subsidiaries and related corporations ("Ex Libris Group") disclaim any and all liability for all use of this information, including losses, damages, claims or expenses any person may incur as a result of the use of this information, even if advised of the possibility of such loss or damage. © Ex Libris Ltd., 2014

3 Agenda Introduction MMS model Inventory model Publishing & discovery Summary and additional resources

4 Prerequisites This presentation assumes that you have viewed or attended these training sessions: Orientation and Concepts Navigating and Searching in Alma Note: Resource Management Fundamentals is a joint prerequisite for all Resource Management and Acquisitions sessions

5 Objectives By the end of this training session, you will be able to: Explain the distinction between Institution Zone, Community Zone, and inventory Outline the inventory model for each resource format Search for titles, items, portfolios, and electronic collections

6 Agenda Introduction MMS model Inventory model Publishing & discovery Summary and additional resources

7 Metadata management environment Institution Zone Community Zone Global Authorities Shared repository of standard authority files Community Catalog Shared records managed by ExL Currently e-resources Central KnowledgeBase Shared administrative information for e-resources Local Inventory Can link to the Institution, Network, or Community Catalog Defines what resources (across all catalogs) are managed by your library Institution Catalog Descriptive records managed by your institution

8 Institution Zone Metadata management environment Community Zone Global Authorities Community Catalog Central KnowledgeBase Inventory Institution Catalog Academic Search Premier CollapseThe Trial Collapse

9 Agenda Introduction MMS model Inventory model Publishing & discovery Summary and additional resources

10 Alma Inventory Institution Inventory IZ/NZ/CZ (MMS) Intellectual Entity MMS record Middle Level Item Intellectual Entity – pointer to bib record Middle Level – groups items Physical: Holdings Electronic: Service Digital: Representation Item – inventory level for fulfillment and usage Physical: Item Electronic: Portfolio Digital: File

11 Inventory MMS Physical Inventory IE MARC Record Holding Item

12 Physical Inventory (Monograph Example) Inventory MMS IE War & Peace MARC Record War & Peace Holding Main Stacks Item Copy 1 Holding Offsite Storage Item Copy 2 Item Copy 3

13 Physical Inventory (Serial Example) Inventory MMS IE TriQuarterly MARC Record TriQuarterly Holding Periodicals Item no.4 (1965) Item no.5 (1965) Item no.6 (1966)

14 Electronic Inventory Package groups of titles on a common platform Packages or titles used to anchor workflows: Purchase Activate Evaluate Renew Package and title list copied from/linked to CKB when activated Full package for aggregators Specific titles for selective Inventory MMS IE MMS Record Service Portfolio Electronic Collection Service Electronic Collection

15 Electronic Collection Groups resources, generally by platform/provider. Two types: package and database. Package Electronic Collection that contains portfolios; usually activated from Community Zone Database Electronic Collection with no portfolios (e.g., abstracting & indexing database) Electronic Inventory (Collections) Inventory MMS Database Web of Science MARC Record Web of Science

16 Electronic Inventory (Multiple packages) Inventory MMS IE Adult Learning MARC Record Adult Learning Service (SAGE full text) Portfolio Electronic Collection Service (Full text) Electronic Collection (SAGE Complete) Service (ASP full text) Portfolio Electronic Collection Service (Full text) Electronic Collection (Academic Search Premier)

17 Electronic Inventory Simplified Inventory MMS MARC Record Adult Learning Portfolio Electronic Collection (SAGE Complete) Portfolio Electronic Collection (Academic Search Premier)

18 Inventory MMS Digital Inventory IE MARC Record Representation File

19 Digital Inventory Example Inventory MMS IE Age-related loss of limb coordination MARC Record Age-related loss of limb coordination Representation Preservation master File p1.tif Representation Presentation derivative File p2.tif File p71.tif File full.pdf […]

20 Agenda Introduction MMS model Inventory model Publishing & discovery Summary and additional resources

21 Institution Zone Community Zone Publishing To Discovery For initial loads, a whole inventory is published Includes records from the Institution Zone and Community Zone For ongoing synchronization, only changed records are published Primo Inventory (P, E, & D) Institution Zone

22 Publishing To Discovery Example Institution Zone Community Zone Community Catalog Central KnowledgeBase Inventory Academic Search Premier Primo

23 Get It (physical) View It (electronic) Link Resolver View Of Inventory HoldingsItem summary Item list Portfolios Package names

24 Agenda Introduction MMS model Inventory model Publishing & discovery Summary and additional resources

25 Summary In this module, you learned to: explain the model for catalogs and inventory apply the model for searches in Alma understand publishing and inventory view in Primo discovery layer

26 Additional Resources Alma Resource Management Guide Alma-Primo Integration Guide Accessible in Alma’s Online Help & in the Ex Libris Documentation Center