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Table of Contents

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A very big note: Alma login permissions are not granular. The new authorizations added to your login allow for other functionality, but we trust you will only perform actions for which you have received training.

Parameters of the Workaround

  • Batch heading correction operates by leveraging Alma's overnight linking and preferred term correction jobs to make changes to bib records. The procedure is straightforward, but care must be taken to ensure that it is executed correctly. 
  • The workaround does not work on field changes. Norm rules are necessary for field changes; submit an Alma Support ticket for these jobs.

Workspace for Batch Heading Correction

Workspace maintained by ITS: https://wiki.harvard.edu/confluence/x/LNrkDQ

Finding Headings

First, determine which headings you want to update, then use Browse Bibliographic Headings to find them:

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Once you have your search results, find the heading you'll be updating to determine how many bibs bib records you'll be changing.

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  1. Number to the left of the heading: number of records in Alma linked to that form of heading
  2. View button: click to view bibliographic record(s) and authority record (if there is one)

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  1. Open the Metadata Editor and click on File
  2. Choose New and then Library of Congress name authority records
  3. A new authority record will open; note the 667 field: $$a THIS IS A TEMPORARY AUTHORITY RECORD FOR HEADING CORRECTION. THIS WILL BE DELETED.
  4. 4XX: enter the incorrect form of the heading, the one currently on the bibs in Alma. Use copy and paste, as described in 5a below.
  5. 1XX: enter the new form of the name that you are updating bib headings to. 
    1. Copy and paste the heading to ensure accuracy, particularly when changing headings that contain diacritics. Some tips:

      • Do copy and paste from OCLC, Alma’s Community Zone, or LC, but take great care not to
        • Do not retain the double dagger subfield delimeter (ǂ). This must be changed to $$.
        • Do not copy and paste headings from:
          • the Alma Browse Bibliographic Headings list, because they won’t contain subfields
          • the Internet, as we don't know their reliability for correct use of diacritics
  6. Do not add end punctuation. The bib headings will end up without lack final punctuation but that is fine, as Alma is removing much of it anyway during control. 

  7. You may use zero spaces or one space between $$subfield and text content
  8. Click on Save and Release Record

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To check your work, search the heading as described in Finding headings above. Remember that the search is not persistent, so you will need to enter the parameters again, the same way you did the first time. You should see all related headings indexed under the authorized form of the name.

An LTS A job will run a job periodically to delete the “workaround” authority records. The job and timing of it are under development at this time.

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In the MARC view of the record, you will see an 035 field with the “CKB” prefix, which is present if we have an activated e-resource (portfolio) for that resource. (TRAINER: show screen shot from participant handout).

*** this may change per future ExL update

*** Needs discussion about whether Harvard wants to improve CZ bib records. This does matter because these get exported to Primo and affect linking/browse/faceting there as well.

Visible Linkages

In Alma, you can see which authority record your headings are associated with by clicking View and then Authority ([16 digit MMSID]) rather than on Bibliographic Records as we did above.