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Practical Automation for Acquisitions: Leveraging Alma and MarcEdit to Reduce Manual Workflows

Session Information

In many libraries, managing acquisitions efficiently often includes overcoming challenges that arise from budget, staffing, or technology constraints. This presentation demonstrates how integrating Alma and MarcEdit can make bulk order creation and receiving workflows more efficient. By using MarcEdit, libraries can generate new bibliographic records with Embedded Order Data (EOD) or modify existing records, leveraging Alma's import profiles to automate processes. This workflow reduces manual data entry, expands expenditure tracking to the title-level, and minimizes reliance on costly or unavailable vendor-supplied EOD services. This session offers a scalable strategy for optimizing acquisitions workflows, especially for libraries with large-scale acquisitions, providing attendees with practical, actionable methods to increase efficiency and reduce staff workload through integration and automation.

Alma
Intermediate, Advanced/Expert
Understand how to integrate MarcEdit and Alma to streamline acquisitions workflows: attendees will learn the step-by-step process for creating/editing inventory records with Embedded Order Data and using Alma import profiles for bulk order/inventory creation and updates.
Jun 20, 2025 09:00 AM - 09:45 AM(America/New_York)
Venue : International 7
20250620T0900 20250620T0945 America/New_York Practical Automation for Acquisitions: Leveraging Alma and MarcEdit to Reduce Manual Workflows

In many libraries, managing acquisitions efficiently often includes overcoming challenges that arise from budget, staffing, or technology constraints. This presentation demonstrates how integrating Alma and MarcEdit can make bulk order creation and receiving workflows more efficient. By using MarcEdit, libraries can generate new bibliographic records with Embedded Order Data (EOD) or modify existing records, leveraging Alma's import profiles to automate processes. This workflow reduces manual data entry, expands expenditure tracking to the title-level, and minimizes reliance on costly or unavailable vendor-supplied EOD services. This session offers a scalable strategy for optimizing acquisitions workflows, especially for libraries with large-scale acquisitions, providing attendees with practical, actionable methods to increase efficiency and reduce staff workload through integration and automation.

International 7 Ex Libris Knowledge Days and ELUNA Conference 2025 eluna-conf-planning@exlibrisusers.org
322 visits

Session Participants

User Online
Session speakers, moderators & attendees
Discovery Systems Specialist
,
Florida Virtual Campus (FLVC)
Technical Services Librarian
,
Hillsdale College
 Beth Thompson
Department Head Content Organization and Management eResources and Technology
,
Western Carolina University
 Joy Urbina
Head of Discovery Services
,
University Of Texas At El Paso
One Time Acquisitions Supervisor
,
New York University
HEAD, SYSTEMS
,
University of The West Indies
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1750421859Fenton.ELUNA.pptx
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