Technical Services Standing Committee

Training Subcommittee Documents & Recordings 

Documents, Recordings and infographics offered by the TSSC Training subcommittee for common questions or specific workflows for cataloging, tech services

 Please feel free to print or save for future reference.

Graphics and Other Training Documents

Alma - General

Relinking Holdings and Items

• Print Graphic: Relinking Documents Training Document

A brief overview of how to relink resources in Alma. December 2022

Batch Updating Item Records in Alma

• Document: Batch updating using Excel

A quick guide explaining how to use Excel and the cloud app "Item updater by Excel" to update item records in Alma.

SpineOMatic Instructions

• SpineOMatic PDF

Instructions on how to install and use SpineOMatic

Alma - Metadata Editor

MDE Shortcuts

• Print Graphic: Metadata Editor Shortcuts

July 2022

Adding Local Notes

• Print Graphic: Adding Local Notes Fields

Visual Aid for adding local notes fields in Alma January 2023

OCLC

Import Tips 

• Print Graphic: OCLC Import Tips

Problems loading records from OCLC? Here is what you should do. September 2022

Cataloging

Foreign Months Chart

• Foreign Months Excel Sheet

Foreign month abbreviations for cataloging use complete with diacritics. Excel worksheet allows for ease of copy and paste.

Cataloging Series, Sets, and Serials

• Document: Series, Sets, and Serials

A quick guide explaining the differences between the three and how to proceed.

Tracking Cataloging Activities in Alma

• Document: Cataloging Activities Statistics Field in Alma

The Cataloging Activities Statistics Task Force (CASTF) prepared this document on how best to track cataloging activities statistics in Alma.

Training Session Recordings

Recordings of all training sessions brought to you by the Training Subcommittee 

Cataloging Training Solutions

• RECORDING: Turning Challenges into Opportunities: Leveraging Collaborative Cataloging to Train New Librarians

Panel discussion of an effective strategy employed by Pasco-Hernando State College Library to train new librarians. Presented by Ingrid Purrenhage, Cassandra Baker, Mary Beth Isaacson, Cynthia Mogel, Janet Schalk, and Eridan Thompson.

Document: PowerPoint to accompany presentation

Map Cataloging

Music Cataloging

Document: PowerPoint slides from presentation

Document: PowerPoint slides from presentation

MarcEdit & Alma Integration

Document: PowerPoint slides from presentation.

Document: PowerPoint slides from presentation.

Bilingual Spanish/English Subject Headings Training

Creating Thumbnail Templates for Streaming Video