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    7. Alma's Classic Repository Search

    Alma's Classic Repository Search

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    1. Repository Search Results
      1. Saving and Reusing Search Queries
        1. Performing a Search Using a Saved Query
      2. Sorting Search Results
      3. Filtering Search Results
      4. Customizing the Search Results
      5. Counts of Search Results
      6. Filtering Electronic Portfolios by ISBN, ISSN, or Title
      7. Thumbnails in Search Results
      8. Institution, Community, and Network Tabs
        1. Search Result Icons
      9. Viewing Inventory/Other Details
      10. Performing Actions on the Repository Search Results Page
      11. Example Repository Search Results
      12. The Resource Type Field
      13. Material Types in Search Results
      14. Search Results with Restricted Access
      15. Linked Data in Repository Search Results
      16. Ghost (Deleted) Records in the Repository Search Results
    Translatable

    Repository Search Results

    Search results appear in a record list, displayed according to the type of resource chosen for your search. You can configure the fields and actions that appear for each result; for more information see Record Lists.

    Saving and Reusing Search Queries

    For many search results, you can save searches for later use. Saving a query is another name for creating a logical set. A logical set is dynamic, recalculated each time it is accessed—in other words, the search is rerun and the results are the set. When you save a query (set), you are saving a set of search criteria that can be reused. Each time you run a query, the results may be different if the records have changed since the previous run. In contrast, an itemized set is a fixed collection of items that may have been entered by hand, uploaded from a file, or the result of a previous search (but no longer associated with the query terms). Note that you can turn logical sets into itemized sets.
    For more information about sets, see Managing Search Queries and Sets.
    To save a query:
    1. After performing a search, select Save Query on the search results.
      The Set Details page appears.
      set_details_physical_titles_logical.png
      Set Details Page
    2. Follow the procedure in Creating Logical Sets.

    Performing a Search Using a Saved Query

    To run a saved query; on the Manage Sets page (Administration > Manage Jobs and Sets > Manage Sets), locate the saved query (logical set) and select Results in the row actions list. See Managing Search Queries and Sets.
    Your most recent searches (saved or unsaved) can be run by selecting one from the drop-down list that appears when you select in the search text field. To rerun a recent simple or advanced repository search (including the search type, field, and search string), select the text box and select a previous search from the drop-down list that appears; the search runs immediately. This feature is not available for non-repository searches (PO lines, funds, and so forth), but you may be able to select a previous search string using your browser history.

    Sorting Search Results

    By default, search results are sorted according to an internal ranking mechanism that is based on Apache Solr; for more information, see http://www.solrtutorial.com/solr-search-relevancy.html. Ranking factors include:
    • Term Frequency - The higher the term frequency in the document, the higher the document score.
    • Inverse Document Frequency - The rarer a term is across all documents in the index, the higher its contribution to the score.
    • Coordination Factor - The more query terms found in a document, the higher its score.
    • Field Length - The more words a field contains, the lower its score. This factor penalizes documents with longer field values.
    For some search types, you can change the sort using the Sort by and Secondary Sort by drop-down lists, using the following options (where Asc=ascending and Desc=descending):
    • Rank
    • Title – Asc 
    • Title – Desc 
    • Creator – Asc 
    • Creator – Desc
    • Publication Date – Asc 
    • Publication Date – Desc 
    • Uniform Title – Asc
    • Uniform Title – Desc
    • Series – Asc
    • Series – Desc
    These options are available for search types:
    • All titles
    • Physical titles
    • Physical items
    • Electronic titles
    • Electronic collections (Sort by only)
    • Electronic portfolios (Sort by only for titles)
    • Digital titles
    • Collections (Sort by only)
    For information about terminology used on the repository search results list, see the “Managed by Department” Changed to “In Process” video (2:58 mins).
    The sort order for holdings displayed within a single search result is configured by the sort_library_by_relevance customer parameter (see sort_library_by_relevance).

    Filtering Search Results

    You can filter search results using the facets in the left pane of the search results. The available facets depend on the type of search and the items in the search results.
    Search Result Facets
    Search Type Facets Provided
    All titles Material type
    Language (determined by the contents in the 008 field positions 35-37 and one or more 041 $a entries)
    Publication year
    Resource Type
    Physical titles Item Material type
    Language (determined by the contents in the 008 field positions 35-37 and one or more 041 $a entries)
    Publication year
    Resource Type
    Electronic titles Material type
    Language (determined by the contents in the 008 field positions 35-37 and one or more 041 $a entries)
    Resource Type
    Digital titles Language (determined by the contents in the 008 field positions 35-37 and one or more 041 $a entries)
    Publication year
    Collection
    Usage Type
    Digital files Entity type
    File MIME type
    File size bytes
    File extension
    Resource Type
    Physical items Item material type
    Library
    Process type
    Resource Type
    Physical Holdings 

    The Library Scope -  Use to limit the scope of the search to specific libraries. The library scope is available for physical items, holdings search and physical titles search. This reduces the need to define the library in the Advanced search or to use facets for every search.

    • To select a scope, click the banner to open the list of libraries, select the desired libraries and select Apply. The selections apply to all future Physical Items, Holdings and Titles searches, until you modify your selection.
    • To reset the selection, select Clear. When you select a different scope, the facets selected from the previous scope are reset, since they are only relevant to the previous scope. 

    When you select Save Query to create a set from the search results limited to specific libraries, the set is saved and will not change, even if you change the libraries selection in the future. 

     

    The library scope is a persistent filter that applies to all physical searches (items, holdings and titles).

    Library
    Location
    Call Number Type
    Electronic portfolio Type
    Interface
    Electronic collection type
    Service
    Electronic material type
    Availability (Electronic Portfolio)

    Available For (For institutions configured for distributed access to electronic resources and for Network Zone member institutions)

    Library - displays portfolios with (For details, see Library set on electronic resource):
    • Library set for the portfolio
    • Library inherited from the collection
    Collection Library
    Electronic collection Type
    Interface
    Electronic collection type
    Availability (Electronic Collection)

    This facet represents the collection's service availability, such that electronic collections without a service are not considered in the facet count. 

    CDI Search Activation 

    (Available only when using the Fully Flexible CDI activation model)

    CDI Search Active For

    (Shows all campuses via Active for Search, for Electronic Collections but not for Group Settings)

    Library 
    Authorities

    Heading Usage - determined by the contents as follows:

    • UNIMARC Authorities Heading Usage:

    Names (if LDR pos. 9 equals "a", "b", or "e")

    Subjects (if LDR pos. 9 equals "c", "d", or "j")

    • MARC21 Authorities Heading Usage:

    Names (if 008 pos. 14 equals "a")

    Subjects (if 008 pos. 15 equals "a")

    Series (if 008 pos. 16 equals "a")

    Call Number/Classifications (if field 084 exists)

    Vocabulary - According to the Authority record's registryId in the "Vocabulary" database table; in Alma Configuration > Resources > Metadata Configuration > Authority Vocabularies > Code (see Configuring Controlled Vocabulary Registry).
     
    For Electronic Collection Type facets, the results are affected by the following considerations:
    • Community Zone records are updated with the correct electronic collection type such as Journal, Book, and so forth.
    • Locally migrated electronic collections are migrated with the type Journal in all cases (regardless of what type they are).
    • New local electronic collections have no electronic collection type.

    Customizing the Search Results

    After a search has been conducted in Alma, users can customize what is visible in the search results.

    After searching in Alma, select the gear icon (Customize "Gear" Icon) to customize the search results for the type of search  performed.

    For example, if you didn't want to include the "Fulfillment Note" in the search results, it can be removed using the customization icon.

    To customize the search results record fields:
    1. After searching in Alma, select the gear icon (Customize "Gear" Icon).
      The Customize view drop-down option menu is displayed.
      Customize View - Search Results Record Fields
      Customize View Drop Menu
    2. Select (Selected Checkbox) the record field(s) you want to remove from appearing in the search results, for example, Fulfillment Note.
    3. Select Save.
      All the selected record fields are displayed in the search results (if they exist).
      Customize Records Display in Search Results - example shown of Fulfillment Note appearing in the results
      Customize Records Display in Search Results

    Counts of Search Results

    Facets include a count in parentheses next to the facet label.
    search_facets_2.png
    Facet Count in Parentheses
    The numbers in parentheses are directly related to the total count provided with your search results.
    search_results_number_exact.png
    Total Count in Search Results
    Exact count is provided only in the total number of results. In all other counts, the count is approximate. To provide reasonable response time with a large number of search results, Alma provides an approximate count for the search results and facet counts. It is assumed that an exact count is not necessary, since with a number of results this high, you are not planning on browsing through all of the results. If necessary, you can determine the exact number of results by saving the results to a set and itemizing (see Converting Logical Sets to Itemized Sets). The number of items displayed for the itemized set (when creating the set, viewing the set creation job report, and viewing the itemized set) is exact. Note that in some cases, the count given may be indicated as approximate, as in the screenshot below, but in other cases it may be not indicated directly as such, but it is approximate in both cases. 
    search_results_number_approximate.png
    Approximate Total Count
    Select the facet to narrow the search results. You may select more than one facet when multiple facets are available (see below). To clear your selection of facets that you previously selected, select deselect_facet_icon.png beside the facet. Select Clear all to clear all your facet selections.
    search_results_with_active_facets.png
    Multiple Facets

    Filtering Electronic Portfolios by ISBN, ISSN, or Title

    When viewing results on the Portfolio List page, you can search within the list for a specific ISBN, ISSN, or Title.

    Portfolio_List_ISBN_ISSN_Title_Filter_04.png

    ISBN, ISSN, or Title Filter

    Thumbnails in Search Results

    Alma attempts to display a thumbnail image for titles (either for digital titles only, or for all title types - see Customizing the Thumbnail Display). If the title has a digital file, a thumbnail of that file appears. If the title has no digital inventory, Alma attempts to acquire a thumbnail image of the cover using the title’s ISSN/ISBN/LCCN. If no thumbnail is available, a generic image of the material type (book, video, music, and so forth) appears.

    Institution, Community, and Network Tabs

    The results from your institution appear in the Institution tab. The Community tab includes results for records in the Community Zone; these are records that are available to all Alma institutions (see Introduction to Resource Management).
    If your institution is a member of a collaborative network working with a Network Zone, the Network tab is also available. The Network tab includes results from your Network Zone. For more information regarding the Network tab, see Repository Search in Collaborative Network. You can ask Ex Libris to enable a feature that allows you to display results from your Network Zone in the Institution tab; see Combining Institution and Network Zone Search Results.

    Search Result Icons

    The following icons may appear beside a search result, depending on the tab you are viewing. Linked records are updated when their target records (in the Community Zone or in the Network Zone) are updated.
    Search Result Icons
    Tab Icon Record Condition Select to Open the Item In
    Institution Record does not appear NOT defined in the institution N/A
    Restricted by an inventory management group N/A
    No icon Unlinked, non-electronic resource N/A
    suppressed_icon_ux.png

    Record is suppressed, or digital representation is inactive. 

    When a record is suppressed, only the Library staff can see it. The record does not appears in the Primo search results, and students cannot see and cannot request it. For details, see Suppressing Alma Records from Primo. 

    N/A
    Peer_Reviewed_Icon_02.png Peer Reviewed
    When performing an All titles, Electronic titles, Electronic portfolios, Electronic collection, Physical titles, Physical items, Digital titles, Digital files, or Collections search, this icon appears for MARC 21 bibliographic records that contain the following:
    500 __ $a Refereed/Peer-reviewed
    N/A
    Open_Access_Icon_02.png Open access
    When performing an All titles, Electronic titles, Electronic portfolios, or Electronic collection search, this icon appears for MARC 21 bibliographic records that contain the following:
    506 0_ $f Unrestricted online access $2 star
    N/A
    icon_institution_inactive_uxp.png

    Unlinked, deactivated electronic resource. 

    This icon appears only in Electronic searches (Electronic Titles/ Electronic Portfolio/ Electronic Collection). It is not applicable in All Titles search and does not appear in this search type. 

    N/A
    icon_institution_active_uxp.png

    Unlinked, activated electronic resource.

    • This icon only appears in Electronic searches (Electronic Titles/ Electronic Portfolio/ Electronic Collection). It is not applicable in All Titles search and does not appear in this search type. 
    • This icon also appears for electronic collection bibliographic records when a URL is configured for the electronic collection and the record is not suppressed (even if there is no available service or active portfolios for the electronic collection).
    N/A
    IZ_or_NZ_linked_to_CZ_ux.png Linked to a Community Zone record. Community tab
    institution icon grey.png

    Linked to a Community Zone record, but electronic title, collection, or portfolios are inactive.

    This icon only appears in Electronic searches (Electronic Titles/ Electronic Portfolio/ Electronic Collection). It is not applicable in All Titles search and does not appear in this search type. 

    Community tab
    IZ_or_CZ_linked_to_NZ_ux.png Linked to a Network Zone record Network tab
    Community Record does not appear NOT defined in the Community Zone N/A
    Peer_Reviewed_Icon_02.png Peer Reviewed
    When performing an All titles, Electronic titles, Electronic portfolios, Electronic collection, Physical titles, Physical items, Digital titles, Digital files, or Collections search, this icon appears for MARC 21 bibliographic records that contain the following:
    500 __ $a Refereed/Peer-reviewed
    N/A
    Open_Access_Icon_02.png Open access
    When performing an All titles, Electronic titles, Electronic portfolios, or Electronic collection search, this icon appears for MARC 21 bibliographic records that contain the following:
    506 0_ $f Unrestricted online access $2 star
    N/A
    No icon Linked to a record in the Network Zone
    AND
    Restricted by an inventory management group
    N/A
    IZ_or_CZ_linked_to_NZ_ux.png Linked to a record in the Network Zone
    AND
    NOT linked to a record in the institution
    AND
    NOT restricted by an inventory management group
    Note: This icon also appears if an institution record is linked to the above Network Zone record.
    Network tab
    NZ_orCZ_linked_from_IZ_or_NZ_ux.png Linked to a record in the institution
    The icon is black icon_institution_inactive_uxp.png if the collection is active but the portfolios in the collection are not.
    For electronic collections of type 'Database', this icon always appears black icon_institution_inactive_uxp.png in the Community tab, since a database does not have portfolios. The correct indication for electronic collections of type 'Database' is in the Institution tab. 
    Institution tab
    Linked to a record in the Network Zone
    AND
    Linked to a record in the institution
    See notes above. 
    Whichever link was added last.
    Network Record does not appear NOT defined in the Network Zone N/A
    Peer_Reviewed_Icon_02.png Peer Reviewed
    When performing an All titles, Electronic titles, Electronic portfolios, Electronic collection, Physical titles, Physical items, Digital titles, Digital files, or Collections search, this icon appears for MARC 21 bibliographic records that contain the following:
    500 __ $a Refereed/Peer-reviewed
    N/A
    Open_Access_Icon_02.png Open access
    When performing an All titles, Electronic titles, Electronic portfolios, or Electronic collection search, this icon appears for MARC 21 bibliographic records that contain the following:
    506 0_ $f Unrestricted online access $2 star
    N/A
    No icon NOT linked to a Community Zone record
    AND
    NOT linked to a record in the institution
    N/A
    IZ_or_NZ_linked_to_CZ_ux.png Linked to a Community Zone record
    AND
    NOT linked to a record in the institution (note that black indicates an inactive electronic title, collection, or portfolio)
    Community tab
    NZ_orCZ_linked_from_IZ_or_NZ_ux.png Linked to a record in the institution
    The icon is black icon_institution_inactive_uxp.png if the collection is active but the portfolios in the collection are not.
    Institution tab

    Viewing Inventory/Other Details

    For title search results, the inventory tabs (Physical, Electronic, and/or Digital), Available For information (see Search Results with Restricted Access), and the Other Details tab appear below each result (see Search Results Tabs for more information). The number of holdings/portfolios/representations appear in parentheses in the name of the tab. Select a tab to expand or collapse more information about the result. See Record Lists for more options.
    search_results_01_with_electronic_expanded_and_highlighted.png
    Search Results

    Additionally, in the Physical Title search results, you can navigate to related items for the specific title and see them as physical items search results. This allows the Inventory Operator would like to check possible availability in holdings and items in its hierarchy, and also in related holdings or items:
    Related records and inventory.png

    Note that when a specific item or volume or issue are being referenced in the related record (the 77X field contains a $g with specific item information, or even when $g is unspecified), only the relevant holding or item record is shown when using these new navigation links.

    Search Results Tabs
    Tab Description

    Physical

    Displays title holdings and item information with links to the List of Holdings page and to the List of Items page.
    A green dot appears in the tab header if there are holdings and, at least, one of the holdings has an item in place. A grey dot appears if there are holdings but none of them has an item in place. The number that appears next to the Physical tab header, identifies the number of holdings records in that tab. Note that the number displayed is a combination of both real holdings, and "virtual" holdings, which represent an aggregation of items in a temporary location.
    The Physical tab contains the following columns of information: Library, Location, Call Number, Accession Number, Item Availability, and Related Record. The data that appears in the Item Availability column is determined in the following manner:
    • A green dot appears in the Item Availability column when, at least, one item has availability that is determined by a value in any of the following fields or, at least, one item is in place (Status = Item in place):
      • Holdings Record – 866 $a or $z or 867 $a or $z or 868 $a or $z
      • Item Editor – Chronology I and/or Enumeration A
    In the absence of these conditions, a gray dot appears for Item Availability.
    • Fields are evaluated for an existing value in the order specified below, and the text next to the item availability indicator comes from the following:
      • Holdings record's 866 $a or 867 $a or 868 $a 
      • The text that exists in the relevant subfield appears.
    $z is only displayed in the Discovery tool.
    • Chronology I and/or Enumeration A
      Based on the information in these fields, from: <field value> until: <field value> appears.
      Item_Availability_for_Chronology_Enumeration_02.png
      Item Availability for Chronology/Enumeration
    • Status = Item in place (for, at least, one item)
      Based on the item's status, <x value> of <y value> Available appears.
      Status_Equals_Item_in_Place_02.png
      Status = Item in Place
    Electronic Displays title electronic inventory, including the collection name, service type, availability, and a link (View) to the portfolio in the Electronic Portfolio Editor. Select Portfolio List to open the Portfolio List page (see Working with the Portfolio List).
    A green dot appears in the tab header if there is inventory and at least one of the resources is active. A grey dot appears if there is inventory but none of the resources is active.
    Digital Displays title digital inventory. For each digital representations, this tab displays the label, usage type, repository, number of files, and (if configured for long term digital loans) digital loan availability; and provides a link to view the representation.
    Select All Representations to open the Digital Resource Editor page for all the representations.
    Collections Displays title digital collections, including the collection name and a link for each collection to the Collection Resource Editor.
    Other Details Displays:
    • Related Records – A clickable number of related records. Note: Alma displays up to 1000 records. For example, if a title has 1200 related records, only 1000 appear when clicking the number 1200.
    • Publishing information for physical inventory – The PID (publishing ID)
    • Publishing information for digital inventory – The PID (publishing ID)
    • Completed Requests - Number of times this item has been requested
    • Licenses – Name (see Managing Electronic Resources for more information)
    • Courses – Number of linked courses
    • PDA – Name (see Managing Electronic Resources for more information)
    • Reminders – Number of reminders
    • Number of loans – (for titles) Number of times this item has been loaned
    • Last Loan Date
    • Number of in house use – (for titles) Number of times item has been scanned in without it being in process or on loan
    • Year-to-date loans – (for titles) Completed Loans. This only concerns loans for the current year.
    • Last in house use date – (for titles) Last date 
    • Link resolver usage - (for titles - last 12 months) Counter that tells you how many times patrons were shown the portfolio's service and how many times they actually clicked on it using the link resolver.
      • The usage data presented in the Other details tab is taken from Alma analytics.
      • For Network Zone institutions, the Held by page displays the usage for each institution.
      • Link resolver usage data may be impacted by bots, Google crawling activities, and other elements that can imitate human searches.
      • Users can opt to disable the Link Resolver Usage counter from displaying in search results and the overlap analysis tool by setting the customer parameter: "allow_link_resolver_usage_indications" to false. For more information, see Link Resolver Usage .
    Select the number, name, or ID to access more details.
    For portfolios, displays the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Additional Orders - Number of additional orders
    • Licenses - Number of licenses. See Associating a License to a Portfolio and Managing Licenses and Amendments for related information.
    • Courses - Number of linked courses (No Course)
    Select the links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).

    Performing Actions on the Repository Search Results Page

    See the table below for a description of the actions that you can take while using the repository search results.
    The actions that appear depend upon the search type and the roles of the user. Not all actions appear for all users.
    Search Results List Actions
    Search Type Action Description
      Remove Remove an item from an itemized set.
    This action is available only when managing an itemized set; see Viewing and Removing Members of Itemized Sets.
    All Titles The results for an All Titles search include physical, electronic, and digital titles, and the actions for each record vary according to the record type. See the following titles-related sections in this table for the descriptions of the remaining actions.
    Add Holdings Select to add new holdings. The MD Editor opens and you can add a new holdings record related to the bibliographic record from which you selected this option. The attached bibliographic record does not open, so there is no additional step to release the bibliographic record when you finish creating the new holdings record.
    Add to Collection

    Add the title to a collection. This action appears only if you have collections configured. For more information refer to Managing Collections.

    This option only appears in the All Titles search results for customers without Administration roles.

    Release Assignment Release the bibliographic record if it is assigned to another staff user. If you want to remove all bibliographic record assignments for a particular staff user, see MD Editor Menu and Toolbar Options. This action appears only if you have the role Catalog Manager.
    Add to Reading List When reading lists are assigned to you, use this option to add titles to those assigned reading lists. See Managing Reading Lists for more information.
    Display in Discovery Use this option to open the title in Primo’s Full Display page.
    This option is only presented when Primo VE is installed.
    Display Services Page Use this option to open the title in Primo's Services page.
    This option is only presented when Summon over Alma is installed.
    Push to MDE Use this option to push the record to Metadata Editor to reference and work with it there. See Pushing Records to Metadata Editor.
    Physical Titles Holdings View holdings information. Opens the MARC simple Record View page (single record) or the List of Holdings page (multiple records). For more information, see Viewing Metadata Read-Only in the Simple Record View Page and Working with the List of Holdings. Also see the parameter display_specific_related_items in Configuring Other Settings.
    Items View items information. Opens one of the following pages:
    • Physical Item Editor (single item)
      For more information, see Updating Item-Level Information.
    • List of Items (multiple items)
      For more information, see Working with the List of Items.
      This operation is available only if the specific search result actually has items.
    • Toggle Missing Status
      Toggles the item status between "Item in place" and "Item not in place". The process type also toggles to "Missing" when the status is "Item not in place". This option appears if there is no process type or if the process type is Missing, for roles with relevant privilege and scope.
      You can search for items by process type 'missing', create sets in Alma, and generate reports in Analytics. The “Missing” process type can also be used to prevent requesting.
    Edit Record Edit the bibliographic record. Opens the MD Editor (see Working with Records).
    Search results include records that may be locked due to another staff member editing the record. Locked records appear in the search results without any indication of being locked. A message that the record is locked appears only when you open the record in the MD Editor. Select Edit Record from the search results to open the record in the MD Editor.
    Locked By Notation
    This notation indicates that there is an open draft for the record and that someone other than you is working on it. This record cannot be edited until the operator that has it locked does a Release or Save and Release in the MD Editor or the setting for the working_copy_lock_timeout parameter has expired. The default setting for working_copy_lock_timeout is one hour. See working_copy_lock_timeout for more information.
    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Request Initiate a fulfillment request on the title. Opens the Create Request page (see Creating a Request).
    From the Create Request page, you can select a Physical titles request such as Move temporarily or Patron digitization request from the Request Type drop-down list.
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Publishing Information View publishing information. Opens the Publishing Information page with the following information (available explicitly for General System, Repository, and Catalog Administrators, and Deposit Managers):
    • PID
    • Last publication date
    • Last publication value
    • RTA link
    • Job history
    Select the relevant profile in the Publishing Profile field.
    Learn about debugging publishing information in the Debugging Publishing Information video (1:52 mins).
    Linked Data View linked data. See Using Linked Data from the Repository Search Results below for more information.
    Add Reminder Create and edit reminders for the bibliographic record by entering the following pieces of information:
    • Date for the reminder to occur
    • Type of reminder
    • Status of the reminder
    • Text describing the reminder
    For more information, see Working with Reminders.
    More Info View more information. Opens the More Info dialog box with the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Requests/Work Orders - Number of requests/work orders (or No Requests/Work Orders). This value does not include expired booking requests, and indicates only the number of requests/work orders linked to the title; it does not indicate anything about the request’s place in the queue.
    • Courses - Number of linked courses (No Course)
      Select the numeric links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).
    Electronic Titles (Institution tab) Portfolio List View the list of portfolios associated with this title. Opens the Portfolios List page. For more information see Working with the Portfolio List.

    View It

    View the electronic service associated with this title. This opens the Alma Link Resolver Electronic Services page.

    To view more than a maximum of 25 entries, enable the enable_view_it_show_all_results customer parameter to show all entries. With this parameter enabled, the View It feature provides a Show All link to display all the resources.

    For more information regarding the Alma Link Resolver Electronic Services page, see Link Resolver for Institutions Using Distributed Electronic Resources.
    To enable direct linking to electronic services via Alma Link Resolver Electronic Services, see Configuring Direct Linking.
    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    When you place orders for electronic resources (from bibliographic-/title-level search results) that contain multiple URLs (856 $u fields), Alma creates a portfolio for each URL.
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Document Delivery Initiate a resource request for this title. Opens the Create Request page (see Creating a Request).
    Publishing Information View publishing information for this title. Opens the Publishing Information page that provides the following information (available explicitly for General System, Repository, and Catalog Administrators):
    • PID
    • Last publication date
    • Last publication value
    • RTA link
    • Job history
    Select the relevant profile in the Publishing Profile field.
    Learn about debugging publishing information in the Debugging Publishing Information video (1:52 mins).
    Linked Data View linked data. See Using Linked Data from the Repository Search Results below for more information.
    Add Reminder Create and edit reminders for the bibliographic record by entering the following pieces of information:
    • Date for the reminder to occur
    • Type of reminder
    • Status of the reminder
    • Text describing the reminder
    For more information, see Working with Reminders.
    More Info View more information for this title. Opens the More Info dialog box with the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Requests/Work Orders - Number of requests/work orders (or No Requests/Work Orders). This value does not include expired booking requests, and indicates only the number of requests/work orders linked to the title; it does not indicate anything about the request’s place in the queue.
    • Licenses - Number of licenses (or No Licenses)
      See Associating a License at the Portfolio Level and Managing Licenses and Amendments for related information.
    • Courses - Number of linked courses (No Course)
      Select the links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).
    Electronic Titles (Community tab) Electronic Collection List View the list of portfolios associated with this title. Opens the Portfolios List page. For more information see Working with the Portfolio List.
    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    When you place orders for electronic resources (from bibliographic-/title-level search results) that contain multiple URLs (856 $u fields), Alma creates a portfolio for each URL.
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action only appears if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Edit Record Edit the bibliographic record. Opens the MD Editor (see Working with Records).
    Search results include records that may be locked due to another staff member editing the record. Locked records appear in the search results without any indication of being locked. A message that the record is locked appears only when you open the record in the MD Editor. Select Edit Record from the search results to open the record in the MD Editor.
    Locked By Notation
    This notation indicates that there is an open draft for the record and that someone other than you is working on it. This record cannot be edited until the operator that has it locked does a Release or Save and Release in the MD Editor or the setting for the working_copy_lock_timeout parameter has expired. The default setting for working_copy_lock_timeout is one hour. See working_copy_lock_timeout for more information.
    Digital Titles View It View the digital object. Opens the Alma Link Resolver Services page from which you can view the object (if you have permission/access to the object).
    For more information regarding the Alma Link Resolver Services page, see Using the Alma Link Resolver Electronic Services Page.
    Representations Edit the digital representation. Opens the Digital Resource Editor. For more information, see Managing Digital Resources.
    Export Export the title. A note appears at the top of the Repository Search page (above the Search Criteria options) providing the location of the exported digital title.
    Add Representation Add representation. Opens the Representation Details page. For more information, see Managing Digital Resources.
    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Publishing Information View publishing information for this title. Opens the Publishing Information page that provides the following information (Available explicitly for General System, Repository, and Catalog Administrators, and Deposit Managers):
    • PID
    • Last publication date
    • Last publication value
    • RTA link
    • Job history
    Select the relevant profile in the Publishing Profile field.
    Learn about debugging publishing information in the Debugging Publishing Information video (1:52 mins).
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Linked Data View linked data. See Using Linked Data from the Repository Search Results below for more information.
    Add Reminder Create and edit reminders for the bibliographic record by entering the following pieces of information:
    • Date for the reminder to occur
    • Type of reminder
    • Status of the reminder
    • Text describing the reminder
    For more information, see Working with Reminders.
    More Info View more information for this title. Opens the More Info dialog box with the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Requests/Work Orders - Number of requests/work orders (or No Requests/Work Orders). This value does not include expired booking requests, and indicates only the number of requests/work orders linked to the title; it does not indicate anything about the request’s place in the queue.
      For more information on the request queue/priority, see The Request Queue.
    • Courses - Number of linked courses (No Course)
      Select the links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).
    Digital Files View It View the digital object. Opens the Alma Link Resolver Services page from which you can view the object (if you have permission/access to the object).
    For more information regarding the Alma Link Resolver Services page, see Using the Alma Link Resolver Electronic Services Page.
    Deliver (New Digital Viewer only) Displays the file in the New Digital Viewer. Only available when the New Digital Viewer is configured. For more information , see Configuring Viewer Services.
    Representations Edit the digital representation. Opens the Digital Resource Editor. For more information, see Managing Digital Resources.
    Download Download the digital file.
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Physical Items Edit Edit the item. Opens the Physical Item Editor page (see Updating Item-Level Information).
    Holdings View holdings information. Opens the MARC simple Record View page (single record) or the List of Holdings page (multiple records). For more information, see Viewing Metadata Read-Only in the Simple Record View Page and Working with the List of Holdings.
    Items View item information. Opens one of the following pages:
    • Physical Item Editor (single item)
      For more information, see Updating Item-Level Information.
    • List of Items (multiple items)
      For more information, see Working with the List of Items.
    Request Initiates a fulfillment request (see Creating a Request).
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Work Order Initiate a work order for the item, such as to request binding or process a withdrawal (see Creating a Request).
    More Info View more information about the item. Opens the More Info dialog box with the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Requests/Work Orders - Number of requests/work orders (or No Requests/Work Orders). This value does not include expired booking requests, and indicates only the number of requests/work orders linked to the item; it does not indicate anything about the request’s place in the queue.
      When selecting this value, requests bound to the item, as well as requests that the item can fulfill, appear.
    • Number of Loans
    • Last Loan Date
    • Number of In-House Uses
    • Last In-House Use Date
    • Storage Location ID
    • Year to Date Loans (indicates the number of loans submitted during the current calendar year)
    • Courses - Number of linked courses (No Course)
      Select the links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).
    Copy Item to Host Library

    Select in the below cases:

    • To copy items from purchasing library to host library, if joint use of purchasing inventory in Consortia was defined in the system, where one member of Consortia purchases items for another.
    • To transfer items from one institution to another, when the bibliographic record is an Network Zone record. 

    This option appear only when the below takes place (for details, see Joint User of Inventory in Consortia):

    • The item is attached to an Network Zone bibliographic record, AND
    • The item is assigned to a remote location, i.e., a physical location that is marked as a 'host location'.
    Physical Holdings  View View the record in the sliding pane that opens on top of the current page. 
    Edit Edit the record in the Metadata Editor.
    Push to MDE Pushes the selected record the the Metadata Editor in order to work with it later. 
    Relink Move the holdings record from one bibliographic record to another bibliographic record. 
    View Items Open the list of items for the record in the sliding pane that opens on top of the current page. 
    Associate a PO Line Associates a PO line to the record. 
    Add New Holdings Opens a new holdings record for the bibliographic record of the seleted holdings record.
    Delete Deletes the record.
    Create and Filter Set Enables users to create and edit details of a logical set. For more information, see Editing Logical Set Details.
    Electronic Portfolio (Institution tab) Edit Edit the portfolio. Opens the Electronic Portfolio Editor page. For more information, see Editing a Portfolio Using the Electronic Portfolio Editor.
    View View the portfolio. Opens the Electronic Portfolio Editor page in view mode.
    Activate / Deactivate Activate or deactivate the portfolio. The resource’s icon changes when the activation status changes. For example, when an unlinked portfolio is activated, the icon appears in color (). When the portfolio is deactivated, the icon appears gray ().
    Order / Additional Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Link to Community Initiate the process to link a local portfolio to a Community Zone portfolio. This option is available only if a local portfolio was created as a standalone portfolio and not as part of an electronic collection.
    You may, for example, use this option when you have created a local portfolio during the acquisition process and later want to link the portfolio to an electronic collection in the Community Zone.
    When you select Link to Community, the Link Standalone Portfolio to Community Zone Collection wizard opens, in which you 1) select a matching Community Zone portfolio, 2) select a local electronic collection with which to associate the standalone portfolio, and 3) select to use the descriptive metadata from the Community Zone bibliographic record or retain the Institution Zone descriptive metadata.
    If you choose to retain the Institution Zone descriptive metadata, the portfolio’s descriptive metadata will not be synchronized with updates from the Community Zone.
    After the local portfolio is linked to a Community Zone portfolio, the Link to Community search results action no longer appears and the icon changes from the Institution Zone icon to the Community Zone icon (see Search Result Icons).
    For related information, see Linking a Local Electronic Collection to the Community Zone and Linking a Local Portfolio that is part of a Community Zone-Linked Collection to the Community Zone.
    Create E-Activation Task Create an electronic activation task and displays a confirmation message when successful.
    Test Access Test access to the portfolio and display the results on the Alma Link Resolver Electronic Services page (see Using the Alma Link Resolver Electronic Services Page).
    Delete Delete a local portfolio or a portfolio that is linked to the Community Zone.
    Report to Ex Libris Send a portfolio update, add, remove, or coverage request to Ex Libris. Opens the Report to Ex Libris page. The contact information provided on the Report to Ex Libris page is defined by an administrator; see Configuring CRM Contacts.
    For information on using this option in the Institution tab, see the “Send to Ex Libris” for Local Collections video (3:03 mins).
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action only appears if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Electronic Portfolio (Community tab) Activate Initiate the process to add and activate portfolios from the Community Zone for a library.

    Linking Information

    Select this action to view the base linking information for the portfolio that is available in the Community Zone.

    This action can be selected for activated portfolios and non-activated portfolios.

    In the pop-up that appears when this action is selected, there is also the option to choose to activate the portfolio.

    When present in the Community Zone, static URL and dynamic URL information appears in the pop-up display.

    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Report to Ex Libris Send a portfolio update, add, remove, or coverage request to Ex Libris. Opens the Report to Ex Libris page. The contact information provided on the Report to Ex Libris page is defined by an administrator; see Configuring CRM Contacts.
    Resource Sharing Request Initiate a resource sharing borrowing request on the title. Opens the Resource Sharing Borrowing Request page (see Adding a Resource Sharing Borrowing Task from a Search). This action appears only if you have one of the roles Fulfillment Services Operator or Fulfillment Services Manager in the scope of the resource sharing library.
    Collection Edit Record Edit the bibliographic record (title record) for the collection. Opens the MD Editor.
    Collection Manage the collection.
    Collection_Action_NewUI_04.png
    Collection Action
    Opens the Collections Resource Editor page where you can view summary information for the collection, look up the history related to this collection, view titles in the collection, and add sub-collections to the collection.
    Collection_Action_Opens_Collection_Resource_Editor_NewUI_04.png
    Collection Action Opens Collection Resource Editor
    Title List Displays the list of titles in the collection.
    Title_List_Action_NewUI_02.png
    Title List Action
    Displays_List_of_Titles_in_the_Collection_NewUI_04.png
    Displays List of Titles in the Collection
    View Collection Resource View all related services and components of the collection without the ability to change or add data.
    Electronic Collection (Institution tab) Edit Edit the electronic collection. Opens the Electronic Collection Editor.
    Activate/Deactivate for Search in CDI

    A collection can be activated or deactivated for search in CDI if the following three conditions are met:

    • The operator has the CDI Inventory Operator role
    • The Alma institution is configured as 'Fully Flexible'
    • The collection is marked as 'Available for CDI search activation'
    Remove CDI-only full text activation When the operator has the CDI Inventory Operator role and CDI is configured as Fully Flexible, this option removes the Active for full text in CDI only status from the collection and allows Primo users to access the collection's full text. Once the status has been removed, you cannot add it back.

    During CDI enablement, the Active for full text in CDI only status was applied to collections if the following was true prior to enablement:

    • The collection was active in Primo Central.

    • The collection has the Link in record linking type.

    • The collection was not active in Alma.

    For more details, see CDI FAQs.

    Delete Delete the electronic collection.
    A confirmation dialog box presents the option to delete the electronic collection (along with deleting associated electronic collection services, portfolios, and e-activation tasks, and unlinking PO lines) and a drop-down list of options (delete, suppress, or do nothing) for handling bibliographic records without inventory when deleting the electronic collection.
    Electronic_Collection_Delete_Confirmation_02_TC.png
    Electronic Collection Delete Confirmation
    After you select Confirm, a background job runs, deleting the e-collection and its associated components.
    While the job is running, the action buttons for the record are not available. The job ID appears at the top of the page. To monitor the job and view the job report, see Delete Electronic Collection Job Report.
    If the job runs for a long time and the actions are still disabled, you can request Ex Libris Support to restore the action buttons.
    If the e-collection is empty, the deletion is handled online—that is, without running a job.
    View View the electronic collection. Opens the Electronic Collection Editor page in view mode.
    Portfolio List (number) View the portfolio list. Opens the Portfolios List page. For more information see Working with the Portfolio List.
    Order / Additional Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Link to Community Initiate the process to link a local electronic collection to an electronic collection in the Community Zone. Linking local electronic collections to the Community Zone provides the benefit of Community Zone updates to the electronic collections that you link to the Community Zone. See Linking a Local Electronic Collection to the Community Zone for more information.
    Create E-Activation Task Create an electronic activation task and displays a confirmation message when successful.
    Publishing Information View publishing information about the electronic collection. Open the Publishing Information page with the following information (Available explicitly for General System, Repository, and Catalog Administrators, and Deposit Managers):
    • PID
    • Last publication date
    • Last publication value
    • RTA link
    • Job history
    Select the relevant profile in the Publishing Profile field.
    Learn about debugging publishing information in the Debugging Publishing Information video (1:52 mins).
    Edit Service Edit the electronic service. Opens the Electronic Service Editor. See Modifying an Electronic Service.
    Report to Ex Libris Send a portfolio update, add, remove, or coverage request to Ex Libris. Opens the Report to Ex Libris page. The contact information provided on the Report to Ex Libris page is defined by an administrator; see Configuring CRM Contacts.
    More Info View more information about the electronic collection. Opens the More Info dialog box with the following information:
    • Title
    • Related Records - Number of related records (or No Related Records)
    • Additional Orders - Number of additional orders
    • Licenses - Number of licenses
      Refer to Associating a License to a Portfolio and Managing Licenses and Amendments for related information.
    • Courses - Number of linked courses (No Course)
      Select the links to access additional details.
    For information on displaying the courses associated with a title, see the View Courses Linked to a Title video (2:43 mins).
    Electronic Collection (Community tab) Portfolio List (number) View the portfolio list. Opens the Portfolios List page. For more information see Working with the Portfolio List.
    Activate/Deactivate for Search in CDI

    A collection can be activated or deactivated for search in CDI if the following three conditions are met:

    • The operator has the CDI Inventory Operator role
    • The Alma institution is configured as 'Fully Flexible'
    • The collection is marked as 'Available for CDI search activation'
    Descriptive Record View a simple view of the electronic collection. Opens the Community Zone level bibliographic record available for the electronic collection in the MARC Record Simple View page. See Viewing Metadata Read-Only in the Simple Record View Page and Working with Electronic Collection Bibliographic Records and URLs Added to the Community Zone for more information.
    Activate Activate the electronic collection. Opens the Activation Wizard (refer to Activating an Electronic Collection Using the Activation Wizard). Where applicable, the collection can also be activated for CDI in the wizard (only when the CDI model is Fully Flexible).
    Order Initiate a purchase order. Opens the PO Line Owner and Type page (see Creating PO Lines).
    Report to Ex Libris Send a portfolio update, add, remove, or coverage request to Ex Libris. Opens the Report to Ex Libris page. The contact information provided on the Report to Ex Libris page is defined by an administrator; see Configuring CRM Contacts.
    Authorities (Institution tab)   As available, the Seen from information is provided in the search results. This information is pulled from the 4XX fields.
    See also As available, the See also information is provided in the search results with links to this information. This information is pulled from the 5XX fields.

    Search Bibliographic Records Matching This Value

    When you select the Search Bibliographic Records Matching This Value link, Alma searches for bibliographic records that use the authority record from which you selected this link.

    Note that the search results depend on your linking strategy. If your linking strategy is based on ID, the ID is searched. Otherwise, a textual string is used for the search. The values that appear in the search results are based on a Solr search and not on the fact that these records are linked to a relevant authority record.

    Edit Edit local authority information.
    Authorities (Community tab)   As available, the Seen from information is provided in the search results. This information is pulled from the 4XX fields.
    See also As available, the See also information is provided in the search results with links to this information. This information is pulled from the 5XX fields.

    Search Bibliographic Records Matching This Value

    When you select the Search Bibliographic Records Matching This Value link, Alma searches for bibliographic records that use the authority record from which you selected this link.

    Note that the search results depend on your linking strategy. If your linking strategy is based on ID, the ID is searched. Otherwise, a textual string is used for the search. The values that appear in the search results are based on a Solr search and not on the fact that these records are linked to a relevant authority record.

    In addition, the Export button that appears at the top of the page for all search types provides the option to export search results to an Excel file. The columns of information in the Excel file vary depending on the search type that you have used.
    Excel files for all search types except Collections and Authorities have an MMS ID column.
    For more information, see Export to Excel.

    Example Repository Search Results

    Since the repository search facility in Alma provides the flexibility to conduct a variety of searches, the search results include information related to physical, electronic, and digital resources. As a result, the content of the search results vary and are specific to the type of search you are conducting. For example, the Titles (All, Physical, Electronic, and Digital) search results include bibliographic information (Note: For repeatable bibliographic fields, only one occurrence of the fields is displayed); and the inventory (such as Items, Portfolios, and Files) search results include details from imported data or data that you have entered using the Physical Item Editor (see Updating Item-Level Information) or the Electronic Portfolio Editor (see Editing a Portfolio Using the Electronic Portfolio Editor).
    In general, the repository search results include:
    • Material type - See Material Types in Search Results for more information regarding bibliographic material types. See Search Indexes for a list of the MARC tags associated with all the displayed fields.
    • Process type - When loan text is displayed, it is a checkable link that displays the On Loan Item page with loan information.
    • Resource type - See The Resource Type Field for more information.
    • Content type
    • Media type
    • Carrier type
    • Creator
    • Publication place
    • Publication date
    • Publisher
    • Subject
    • Library - For portfolios, one of the two parameters "Library" or "Electronic Collection Library" is displayed (for details, see Library set on electronic resource):
      • The "Library" parameter displays the portfolio-level parameter (if defined).
      • The "Electronic Collection Library" parameter displays the portfolio's electronic-collection-level value (if defined).
    • Location
    • Copy
    • Barcode
    • Item policy
    • Orders - The Orders link shows the number of orders placed for the title, item, portfolio, or collection. Select the number/link to view the PO lines related to the entry. This link connects you to the PO lines using the PO line ID.
    • Identifying numbers:
      • Alma record number (the first number in 035a, the Other System Number)
      • ISSN, ISBN
      • Call number
      • Item ID (Physical Items)
      • Holdings ID (Physical Items)
      • (Electronic) Collection ID (Electronic Collection and/or Electronic Portfolios)
      • Portfolio ID (Electronic Portfolios)
      • Service ID (Electronic Portfolios)
      • File ID (Digital Files)
      • Representation ID (Digital Files)
      • Collection ID (Collection)
      • MMS ID (Authorities)
    • Dates - Dates are formatted on the display according to your date configuration settings and are included as separate columns of information when you export search results to Excel. Dates can be:
      • Creation Date
      • Modification Date
    • Availability - Provides a link for accessing additional record details.
    • Availability of related records - The Availability of Related Records appears in the search results when a bibliographic record is found and contains a 773 field with linking information to another bibliographic record with items. See the example below where the search results of an electronic item shows related records of two physical items.
      Related_Records_Search_Results_04.png
      Related Records Search Results
      You can configure the appearance of the location and library in the Availability line. For more information, see Customizing How Library and Location Appear.
      For information about enhanced visibility of related records, see the Enhanced Visibility For Related Record Inventory video (1:42 mins).
    • Service
    • Icons - See Search Result Icons
    The illustrations below highlight the following search result examples. For non-bibliographic/authority related searches, see the page referred to at the end of Performing a Simple Search.
    All titles search results (Institution tab):
    Repository Search.png
    Repository Search Page with the Results of All Titles Search
    Physical titles search results:
    Physical_Titles_Search_02.png
    Repository Search Results for a Physical Titles Search
    Electronic titles search results (Institution tab):
    search_results_01_electronic_titles.png
    Repository Search Page with Results of an Electronic Titles Search
    Digital titles search results (Institution tab):
    search_results_01_digital_titles.png
    Repository Search Page with Results of a Digital Titles Search
    Digital files search results (Institution tab):
    search_results_example_digital_files_IZ.png
    Digital Files Search Results List
    Physical items search results:
    Physical_Items_Search_02.png
    Repository Search Page with Results of a Physical Items Search
    Electronic portfolio search results (Institution tab):
    search_results_example_electronic_portfolios_IZ.png
    Electronic Portfolio Search Results
    Collection search results (Institution tab):
    search_results_example_collections_IZ.png
    Collection Results (partial)
    Electronic collection search results (Institution tab):
    search_results_example_electronic_collections_IZ.png
    Electronic Collection Search Results – Institution Tab
    Electronic collection search results (Community tab):
    search_results_example_electronic_collections_CZ.png
    Electronic Collection Search Results – Community Tab
    Authorities search results (Institution tab):
    search_results_example_authorities_IZ.png
    Authorities Search Results on the Institution Tab
    Authorities search results (Community tab):
    search_results_example_authorities_CZ.png
    Authorities Search Results on the Community Tab

    The Resource Type Field

    The Resource Type field is constructed based on existing bibliographic fields such as the LDR and 008 or dc:type or dcterms:type fields, in the case of Dublin Core. The Resource Type field supplements (but does not replace) the Material Type field.
    The Resource Type field is searchable, available as a facet, and is extracted to Analytics. It is much more detailed than the Material Type field. As a result, it is a useful means of constructing detailed reports.
    For details regarding the Resource Type field and the criteria for its creation, see the following tables:
    • Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC
    • Rules Used to Create the Resource Type Field – CNMARC
    • Rules Used to Create the Resource Type Field – Dublin Core
    The order of these tables is specific to how the rules are processed from beginning to end for creating the Resource Type field. As soon as a condition is met, the table is no longer consulted. As a result, if a bibliographic record meets conditions of more than one resource type, the first one appearing in the table is used.
    After a record is saved or indexed, the Resource Type field information appears in the search results.
    search_results_with_resource_type_highlighted.png
    Resource Type Field
    Resource Type is also available as a facet and an option in the advanced search.
    Rules Used to Create the Resource Type Field – MARC 21/KORMARC and UNIMARC
    Resource Type MARC 21 / KORMARC UNIMARC
    The following notation is used in this table:
    • != means not equal - For example, "008 pos. 25 != e" means 008 position 25 will be anything except e
    • , (comma) means or - For example, "008 pos. 23 != a,b,c,o,f " means 008 position 23 does not equal a or b or c or o or f
    • Physical = printed books, printed serials, music-CDs, CD-roms, DVDs, and so forth (except microforms)
    • Electronic = online (ebooks, e-serials, and so forth)
    Book – Physical LDR pos. 06 = a AND LDR pos. 7 = m AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = a AND LDR pos. 7 = m
    Book – Electronic LDR pos. 06 = a AND LDR pos. 7 = m AND 008 pos. 23 = o,q,s LDR pos. 6 = l AND LDR pos. 7 = m
    Other material – Electronic LDR pos. 06 = m LDR pos. 6 = l

    Map – Microfilm

    LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = a AND 008 pos. 25 != e

     

    Map – Microfiche

    LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = b AND 008 pos. 25 != e

     
    Map – Physical LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 != a,b,c,o,f,q,s AND 008 pos. 25 != e LDR pos. 6 = e, f AND LDR pos. 7 = m

    Map – Microopaque

    LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = c AND 008 pos. 25 != e

     
    Microforms LDR pos. 06 = !e AND 008 pos. 23 = a,b,c LDR pos. 6 = a AND 106 $a = t
    Mixed Materials LDR pos. 06 = p AND LDR pos. 7 = c  
    Braille Book – Physical LDR pos. 06 = a AND LDR pos. 7 = m AND 008 pos. 23 = f LDR pos. 6 = a, b AND LDR pos. 7 = m AND 106 $a/0 = f
    Braille Serial – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 23 = f LDR pos. 6 = a, b AND LDR pos. 7 = s AND 106 $a/0 = f
    Braille Map – Physical LDR pos. 06 = e AND LDR pos. 7 = m AND 008 pos. 29 = f LDR pos. 6 = e, f AND LDR pos. 7 = m AND 106 $a/0 = f
    Braille Music – Physical LDR pos. 06 = c AND LDR pos. 7 = m AND 008 pos. 23 = f LDR pos. 6 = c, d AND LDR pos. 7 = m AND 106 $a/0 = f
    Atlas – Physical LDR pos. 06 = e AND LDR pos. 7 = m AND 008 pos. 29 != a,b,c,o,f,q,s AND 008 pos. 25 = e LDR pos. 6 = e, f AND 121 $a/8 = c
    Atlas – Electronic LDR pos. 06 = e AND LDR pos. 7 = m AND 008 pos. 29 = o,s,q AND 008 pos. 25 = e LDR pos. 6 = e, f AND 121 $a/8 = c AND 106 $a/0 = s
    Atlas – Microfilm LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = a AND 008 pos. 25 = e  
    Atlas – Microfiche LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = b AND 008 pos. 25 = e  
    Atlas – Microopaque LDR pos. 06 = e AND LDR pos. 7 = m,s AND 008 pos. 29 = c AND 008 pos. 25 = e  
    Map – Electronic LDR pos. 06 = e AND LDR pos. 7 = m AND 008 pos. 29 = o,s,q AND 008 pos. 25 != e (LDR pos. 6 l AND 120 $a/0 = a,b) OR (LDR pos. 6 = e, f AND 106 $a/0 = s)
    Newspaper – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 = n AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = a AND LDR pos. 7 = s and 110 $a/0 = c
    Newspaper (Ceased publication) – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 = n AND 008 pos. 23 != a,b,c,f,o,q,s  
    Newspaper – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 = n AND 008 pos. 23 = o,q,s LDR pos. 6 = l AND LDR pos. 7 = s and 110 $a/0 = c
    Newspaper (Ceased publication) – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 = n AND 008 pos. 23 = o,q,s  
    Journal – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 = p AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = a AND LDR pos. 7 = s
    Journal (Ceased publication) – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 = p AND 008 pos. 23 != a,b,c,o,f,q,s  
    Journal – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 = p AND 008 pos. 23 = o,q,s LDR pos. 6 = l AND LDR pos. 7 = s
    Journal (Ceased publication) – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 = p AND 008 pos. 23 = o,q,s  
    Other Serial – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 != n,p AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = a AND LDR pos. 7 = s and 110 $a/0 = b, e
    Other Serial (Ceased publication) – Physical LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 != n,p AND 008 pos. 23 != a,b,c,o,f,q,s  
    Other Serial – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 != d AND 008 pos. 21 != n,p AND 008 pos. 23 = o,q,s LDR pos. 6 = l AND LDR pos. 7 = s and 110 $a/0 = b, e
    Other Serial (Ceased publication) – Electronic LDR pos. 06 = a AND LDR pos. 7 = i,s AND 008 pos. 06 = d AND 008 pos. 21 != n,p AND 008 pos. 23 = o,q,s  
    Serial component part – Physical LDR pos. 06 = a AND LDR pos. 7 = b AND 008 pos. 23 != a,b,c,o,f,q,s  
    Serial component part – Electronic LDR pos. 06 = a AND LDR pos. 7 = b AND 008 pos. 23 = o,f,q,s  
    Manuscripts – Physical Music and text manuscripts:
    LDR pos. 06 = d,t AND LDR pos. 7 = m AND 008 pos. 23 != a,b,c,o,f,q,s
    Cartographical manuscripts:
    LDR pos. 06 = f AND LDR pos. 7 = m AND 008 pos. 29 != a,b,c,o,f,q,s
    Music and text manuscripts:
    LDR pos. 6 = b
    Manuscripts – Electronic Music and text manuscripts:
    LDR pos. 06 = d,t AND LDR pos. 7 = m AND 008 pos. 23 = o,s,q
    Cartographical manuscripts:
    LDR pos. 06 = f AND LDR pos. 7 = m AND 008 pos. 29 = o,s,q
    Music and text manuscripts:
    LDR pos. 6 = b AND LDR pos. 7 = m and 106 $a/0 = s
    Notated music – Physical LDR pos. 06 = c AND LDR pos. 7 = m AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = c
    Notated music – Electronic LDR pos. 06 = c AND LDR pos. 7 = m AND 008 pos. 23 = o,q,s LDR pos. 6 = c and 106 $a/0 = s
    Audio musical – Physical LDR pos. 06 = j AND LDR pos. 7 = m AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = j
    Audio musical – Electronic LDR pos. 06 = j AND LDR pos. 7 = m AND 008 pos. 23 = o,q,s LDR pos. 6 = j and 106 $a/0 = s
    Audio nonmusical – Physical LDR pos. 06 = i AND LDR pos. 7 = m AND 008 pos. 23 != a,b,c,o,f,q,s LDR pos. 6 = i
    Audio nonmusical – Electronic LDR pos. 06 = i AND LDR pos. 7 = m AND 008 pos. 23 = o,q,s LDR pos. 6 = i and 106 $a/0 = s
    Projected medium – Physical LDR pos. 06 = g AND LDR pos. 7 = m AND 008 pos. 33 = d,f,i,m,p,s,t,v AND 008 pos. 29 != a,b,c,o,f,q,s LDR pos. 6 = g
    Projected medium – Electronic LDR pos. 06 = g AND LDR pos. 7 = m AND 008 pos. 33 = d,f,i,m,p,s,t,v AND 008 pos. 29 = o,s,q LDR pos. 6 = g and 106 $a/0 = s
    2D non-projectable graphic – Physical LDR pos. 06 = k AND LDR pos. 7 = m AND 008 pos. 33 = a,c,i,k,l,n,o AND 008 pos. 29 != a,b,c,o,f,q,s LDR pos. 6 = k
    2D non-projectable graphic – Electronic LDR pos. 06 = k AND LDR pos. 7 = m AND 008 pos. 33 = a,c,i,k,l,n,o AND 008 pos. 29 = o,q,s LDR pos. 6 = k AND 106 $a/0 = s
    Kit – Physical LDR pos. 06 = o AND 008 pos. 33 = b AND 008 pos. 29 != a,b,c,o,f,q,s LDR pos. 6 = m
    3D artifact – Physical LDR pos. 06 = r AND 008 pos. 33 = r,w AND 008 pos. 29 != o,q,s LDR pos. 6 = r
    Collection LDR pos. 06 = a AND LDR pos. 7 = c  
    Music – Component Part LDR pos. 06 = c,d,j AND LDR pos. 7 = a  
    Map – Component Part LDR pos. 06 = e AND LDR pos. 7 = a  

    Manuscript – Component Part

    Cartographical manuscripts:
    LDR pos. 06 = f AND LDR pos. 7 = a
     
    Projected media – Component Part LDR pos. 06 = g AND LDR pos. 7 =a  
    Audio nonmusical – Component Part LDR pos. 06 = i AND LDR pos. 7 = a  
    2D non-projectable graphic – Component Part LDR pos. 06 = k AND LDR pos. 7 = a  
    Kit – Component Part LDR pos. 06 = o AND LDR pos. 7 = a  
    Monographic component part – Physical LDR pos. 06 = a AND LDR pos. 7 = a AND 008 pos. 23 != a,b,c,o,f,q,s  
    Monographic component part – Electronic LDR pos. 06 = a AND LDR pos. 7 = a AND 008 pos. 23 = o,q,s  
    Analytic (Component Part)   LDR pos. 7 = a
    Undefined Everything that is not in the defined categories. This category could work as a checklist to find mistakes in the control fields. Everything that is not in the defined categories. This category could work as a checklist to find mistakes in the control fields.
    Rules Used to Create the Resource Type Field – CNMARC
    Resource Type CNMARC
    The following notation is used in this table:
    • != means not equal - For example, "008 pos. 25 != e" means 008 position 25 will be anything except e
    • , (comma) means or - For example, "008 pos. 23 != a,b,c,o,f " means 008 position 23 does not equal a or b or c or o or f
    • Physical = printed books, printed serials, music-CDs, CD-roms, DVDs, and so forth (except microforms)
    • Electronic = online (ebooks, e-serials, and so forth)
    Microforms has 130
    Rare – Physical LDR pos. 09 = r,#
    2D non-projectable graphic – Electronic LDR pos. 06 = k AND LDR pos. 7 = m AND has 135
    2D non-projectable graphic – Physical LDR pos. 06 = k AND LDR pos. 7 = m
    Atlas – Electronic LDR pos. 06 = e AND LDR pos. 7 = m AND 124$b = a AND has 135
    Atlas – Physical LDR pos. 06 = e AND LDR pos. 7 = m AND 124$b = a AND 106$a = r
    Map – Electronic LDR pos. 06 = e AND LDR pos. 7 = m AND has 135
    Map – Physical LDR pos. 06 = e AND LDR pos. 7 = m AND 106$a = d,r
    Audio musical – Electronic LDR pos. 06 = j AND LDR pos. 7 = m AND has 135
    Audio musical – Physical LDR pos. 06 = j AND LDR pos. 7 = m AND has 125
    Audio nonmusical – Electronic LDR pos. 06 = i AND LDR pos. 7 = m AND has 135
    Audio nonmusical – Physical LDR pos. 06 = i AND LDR pos. 7 = m AND has 125
    Manuscripts – Electronic Music and text manuscripts:
    LDR pos. 06 = b,d AND LDR pos. 7 = m AND has 135
    Manuscripts – Physical Music and text manuscripts:
    LDR pos. 06 = b,d AND LDR pos. 7 = m AND 106$a = h
    Book – Electronic LDR pos. 06 = a AND LDR pos. 7 = m AND has 135
    Book – Physical LDR pos. 06 = a AND LDR pos. 7 = m AND 106$a = d,g,j,r
    Manuscripts – Electronic Cartographical manuscripts:
    LDR pos. 06 = f AND LDR pos. 7 = m AND has 135
    Manuscripts – Physical Cartographical manuscripts:
    LDR pos. 06 = f AND LDR pos. 7 = m
    Notated music – Electronic LDR pos. 06 = c AND LDR pos. 7 = m AND 125 pos. 0 = a,b,c,d,e,g,m,u,x,z AND has 135
    Notated music – Physical LDR pos. 06 = c AND LDR pos. 7 = m AND 125 pos. 0 = a,b,c,d,e,g,m,u,x,z
    Projected medium – Electronic LDR pos. 06 = g AND LDR pos. 7 = m AND has 135
    Projected medium – Physical LDR pos. 06 = g AND LDR pos. 7 = m
    Rare – Physical LDR pos. 06 = v AND LDR pos. 7 = m
    Rubbing – Physical LDR pos. 06 = u AND LDR pos. 7 = m
    Journal – Electronic LDR pos. 06 = a AND LDR pos. 7 = s AND 110 pos. 0 = a AND has 135
    Journal – Physical LDR pos. 06 = a AND LDR pos. 7 = s AND 110 pos. 0 = a
    Newspaper – Electronic LDR pos. 06 = a AND LDR pos. 7 = s AND 110 pos. 0 = c AND has 135
    Newspaper – Physical LDR pos. 06 = a AND LDR pos. 7 = s AND 106$a = e
    Other Serial – Electronic LDR pos. 06 = a AND LDR pos. 7 = s AND 110 pos. 0 = z AND has 135
    Other Serial – Physical LDR pos. 06 = a AND LDR pos. 7 = s AND 110 pos. 0 = z AND 106$a = d,r
    3D artifact – Physical LDR pos. 06 = r
    Other material – Electronic LDR pos. 06 = l
    Collection LDR pos. 06 = a AND LDR pos. 7 = c
    Analytic (Component Part) LDR pos. 7 = a
    Undefined Everything that is not in the defined categories. This category could work as a checklist to find mistakes in the control fields.
    Rules Used to Create the Resource Type Field – Dublin Core

    Resource Type

     

    Dublin Core
    Book Digital Text
    Computer file – Digital
    This is the default resource type when dc:type or dcterms:type exist but don't match the mapping.
    Dataset / Software
    Journal Digital  
    Map Digital  
    Mixed Material – Digital Event / InteractiveResource / Interactive Resource / Service
    Music – Digital Sound
    Visual Material – Digital Image / MovingImage / Moving Image / StillImage / Still Image
    3D Artifact – Digital PhysicalObject / Physical Object
    If no dc:type or dcterms:type exist in the record, no resource type or facet appears.

    Material Types in Search Results

    The following bibliographic material types are identified in Alma’s search results: 
    • Books
    • Journals
    • Computer files
    • Maps
    • Music Records
    • Visual materials
    • Mixed materials
    Bibliographic material types are identified using the MARC 21 format for bibliographic data (described in the Scope of the Bibliographic Format table and the Fields that Identify the Bibliographic Material Type table, both below).
    Scope of the Bibliographic Format
    Scope of the Bibliographic Format

    MARC 21 Format for Bibliographic Data is a carrier for bibliographic information about printed and manuscript textual materials, computer files, maps, music, journals, visual materials, and mixed materials. Bibliographic data commonly includes titles, names, subjects, notes, publication data, and information about the physical description of an item.

    The Alma Bibliographic Formats described below are built according to the official Bibliographic Formats in MARC as described at: https://www.loc.gov/marc/bibliograph...e/bdintro.html

    The bibliographic format contains data elements for the following types of material:

    • Books (BK) - used for printed, electronic, manuscript, and microform textual material that is monographic in nature.
    • Journals (CR) - used for printed, electronic, manuscript, and microform textual material that is issued in parts with a recurring pattern of publication (e.g., periodicals, newspapers, yearbooks). (NOTE: Prior to 2002, Journals (CR) were referred to as Serials (SE)).
    • Computer files (CF) - used for computer software, numeric data, computer-oriented multimedia, online systems or services. Other classes of electronic resources are coded for their most significant aspect. Material may be monographic or serial in nature.
    • Maps (MP) - used for all types of printed, electronic, manuscript, and microform cartographic materials, including atlases, sheet maps, and globes. Material may be monographic or serial in nature.
    • Music Records (MU) - used for printed, electronic, manuscript, and microform music, as well as musical sound recordings, and non-musical sound recordings. Material may be monographic or serial in nature.
    • Visual materials (VM) - used for projected media, non-projected media, two-dimensional graphics, three-dimensional artifacts or naturally occurring objects, and kits. Material may be monographic or serial in nature.
    • Mixed materials (MX) - used primarily for archival and manuscript collections of a mixture of forms of material. Material may be monographic or serial in nature. (NOTE: Prior to 1994, Mixed materials (MX) were referred to as Archival and manuscript material (AM)).
    These material types are identified from the bibliographic fields highlighted in Fields that Identify the Bibliographic Material Type table below.
    Fields that Identify the Bibliographic Material Type
    LDR Position 6 LDR Position 7 Alma Bibliographic Material Alma Material Type Term
    a a c d m BK Book
    t   BK Book
    a b i s CR Journal
    c d i j   MU Music
    e f   MP Map
    g k r o   VM Visual Material
    m   CF Computer File
    p   MX Mixed material
    <Default>   BK Book

    Search Results with Restricted Access

    Search results for electronic resources may include details about access restrictions by groups of libraries, campuses, and/or institutions. When restrictions are enabled, an Available For label/row appears in the search results followed by a list of groups that have access. Hover your mouse over the list to see the complete list.
    The search result facets include which groups are associated with the campus or library.
    search_results_with_available_for_highlighted.png
    Available For in Search Results
    For information on restricting availability for electronic resources, see Configuring Distributed Access to Electronic Resources.

    Linked Data in Repository Search Results

    You can view linked data in repository search results for the following types of searches:
    • All titles
    • Physical titles
    • Electronic titles
    • Digital titles
    For more information about linked data, see https://developers.exlibrisgroup.com/alma/integrations/linked_data.
    To access linked data:
    1. Complete a titles search for the resource for which you want to access the linked data elements.
    2. Select the action Linked Data. A list of linked data appears.
      search_results_with_linked_data_highlighted (1).png
      Linked Data List Page
      The list displays the following information:
      • Vocabulary field
        According to context. The default context is https://open-na.hosted.exlibrisgroup.com/alma/contexts/bib. If there is an active Linked Data integration profile (see Linked Data) with a path to a context, this context is used.
        A Linked Data integration profile does not have to be defined to access linked data in the search results. However, a Linked Data integration profile is required to expose linked data in JSON-LD format (see Linked Data for more information).
      • Linked data URI
      • Label
        For ISBN, ISSN, and OCLC, the field content appears. For creator and subject, the value of the heading appears.
    3. Select a link to access the linked data.
    For more information, see the Linked Data Services video (1:50 min.).
    Also see Using Linked Data While Working with Bibliographic Records for information regarding linked data in the MD Editor.

    Ghost (Deleted) Records in the Repository Search Results

    Ghost records are records that appear to exist but do not; they are leftover information about deleted records. On the rare occasion that a ghost record appears in search results, Alma proactively identifies and eliminates the record automatically.
    A ghost record appears with the message Indexing issue was identified with record and will be fixed for next search.
    ghost_record_ux.png
    Ghost Record Message
    The next time that you search, the message and the ghost record are gone. Since the record is actually a deleted record, it does not appear in Analytics reporting.
    View article in the Exlibris Knowledge Center
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