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Using Alma's Brief Level Rules to Facilitate Rapid Cataloging

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Session Information

Streamlining copy cataloging workflows is crucial to getting materials to users promptly and preserving cataloger time for high-value work. Alma's brief level rules allow the institution to create customized rankings from 1-10 for bibliographic records depending on the presence or absence of specified metadata. NYU's central technical services office has implemented brief-level rules that assign a ranking according to NYU's minimum requirements to every bibliographic record for new books, scores, and audiovisual recordings. These rankings help non-cataloger staff across NYU and its consortium partners quickly evaluate new items to determine which can go directly to the shelf and which need attention from a cataloger. In this session, we will look at how Alma's brief-level rules work, how NYU customized its brief-level rules, and how NYU has used its rules to simplify workflows around post-receiving processing and cataloging.

Alma
Intermediate
Audience members will understand the basic concepts behind Alma's brief-level rules for bibliographic records.
Audience members will see how brief-level rules can be used to streamline technical services workflows for physical materials.
Jun 18, 2025 11:45 AM - 12:30 PM(America/New_York)
Venue : International 2
20250618T1145 20250618T1230 America/New_York Using Alma's Brief Level Rules to Facilitate Rapid Cataloging

Streamlining copy cataloging workflows is crucial to getting materials to users promptly and preserving cataloger time for high-value work. Alma's brief level rules allow the institution to create customized rankings from 1-10 for bibliographic records depending on the presence or absence of specified metadata. NYU's central technical services office has implemented brief-level rules that assign a ranking according to NYU's minimum requirements to every bibliographic record for new books, scores, and audiovisual recordings. These rankings help non-cataloger staff across NYU and its consortium partners quickly evaluate new items to determine which can go directly to the shelf and which need attention from a cataloger. In this session, we will look at how Alma's brief-level rules work, how NYU customized its brief-level rules, and how NYU has used its rules to simplify workflows around post-receiving processing and cataloging.

International 2 Ex Libris Knowledge Days and ELUNA Conference 2025 eluna-conf-planning@exlibrisusers.org
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Session speakers, moderators & attendees
Head of Resource Management
,
NYU Libraries
 Arianna Schlegel
Systems Librarian
,
Vassar College
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