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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 tag changes or on indicators. Norm rules are necessary for these functions; 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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  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
        • Do not retain the double dagger subfield delimeterdelimiter (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 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 (or, click Save on the temporary authority and it will stay in the left pane as a reminder. It can be deleted when the records have been updated).


Check Your Work

You will want to check the headings in Alma to ensure that the headings updated correctly. In most cases the bib headings will be updated by the following morning. In some cases, it will be 2-3 days depending on the length of other nightly batch jobs.

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  • If none of the records updated, remember, this indexing job can take several days.
  • Otherwise, you will want to investigate why the record(s) didn't update with your batch job.
  • First ensure that the job has actually run and isn't simply delayed; read more about Monitoring and Troubleshooting , Troubleshooting, and Checking Results of Jobs
  • If the cause is input error, you can find the workaround authority record you created using the search type Authority in the persistent search bar to search, and run the job again.

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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) .

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.


See also

Version with screen shots: Batch heading correction_Tuesday.docx