StaffGuide: Cataloging and Acquisitions

Alma Cataloging Statistcs

 

These changes became effective on July 1, 2024. Following these procedures will allow Alma to automatically count cataloging activity. No further action is required by the cataloger. Make certain you double-check your work if you want credit for it!

Field 955

Going forward, we will use this field to generate all cataloging and recataloging statistics. It will consist of three components:

$$a - Initials of cataloger

  • Enter the three initials of the person who cataloged the title. In cases where one cataloger has extensively reviewed the work of another, enter the initials of the cataloger in the first $$a, and then include a second $$a with the reviewer's initials immediately following.

$$b - Cataloging date

  • Enter the calendar year and month the title was cataloged in YYYYMM format.

$$c - Type of cataloging

  • Enter a single letter code for the type of cataloging.
    • c = copy
    • o = original
    • r = recataloging (substantive edits to the record, not minor corrections such as typos)
    • x = complex copy (substantive edits or addition of descriptive fields; substantive edits or addition of subject fields; and/or call number assignment or reclassification)

Guidelines for 955

  • For cataloging statistics, a title should be counted once. That is, a bib record should have only one 955 field with $$c code c, o, or x.
  • In the case of recataloging, enter a separate 955 field with $$c code r each time a title is recataloged. A record may have multiple 955 fields within the same year.

Examples

955  $$a dek $$b 202407 $$c o

955  $$a kdc $$a jdr $$b 202502 $$c x

955  $$a rmc $$b 202411 $$c r

Batch record loads

  • For record loads, we will use $$c code of b, along with the normal $$a and $$b values. For example:
    • 955  $$a dek $$b 202408 $$c b

 

Methods for Entering 955 Fields

The simplest way to enter a 955 is to copy one from an existing record or saved document, paste it into the Alma MD editor, and update it as needed. For accuracy reasons, keying the 955 is not recommended.

You can use a personalized norm rule to insert a 955. The following are the instructions.

  1. In the Alma MD Editor, navigate to the "Rules" tab on the left and select the "Normalization" sub-tab.
  2. Then under the "Shared" folder, find "jdr-Copy Of 955 initial date type."
  3. Right click, choose "Duplicate," and give your norm rule a name and description.
  4. For "Access Level" choose "Private," then click "Save."
  5. Under the "Private" folder, find your new rule.
  6. Right click, choose "Edit," and then change the following parts of the rule:
  • addField "956.{-,-}.a.initials"
  • addSubField "956.b.yyyymm". Replace what is in bold with the current year and month. You will need to edit this when either change.
  • addSubField "956.c.c o r x". Leave the rule as is and edit the bib record value each time, or change the rule to a default value that applies most of the time.
  1. Save your rule. It is now ready to apply.
  2. While cataloging or recataloging (Records tab selected, bib record on the screen), activate Editor Split Mode.
  3. Then select the "Rules" tab and highlight your personalized rule. It will display.
  4. Click "Preview," and then "Apply Changes."
  5. Finally, edit the 955 as needed in your updated record and save it.

You can use a personalized template to insert a 955. The following are the instructions.

  1. In the Alma MD Editor, navigate to the "Templates" tab on the left and select "MARC21 Bib" sub-tab.
  2. Then under the "Shared" folder, find "955 Field."
  3. Right click, choose "Duplicate," and give your template a name and description.
  4. For "Access Level" choose "Private," then click "Save."
  5. Under the "Private" folder, find your new template.
  6. Right click, choose "Edit," and then change the following parts of the template:
  • $$a initials
  • $$b YYYYMM. Replace what is in bold with the current year and month. You will need to edit this when either change.
  • $$c c o r x. Leave the template as and edit the bib record value each time, or change the template to a default value that applies most of the time.
  1. Save your template. It is now ready to apply.
  2. While cataloging or recataloging (bib record on the screen), choose "Editing Actions" and "Expand from Template."
  3. Find your personalized template in the list.
  4. For "Applying Method" choose "Add All," and then click OK."
  5. Finally, edit the 955 as needed in your updated record and save it.