You can configure the options available when searching and the available resources to search.
To configure what search indexes appear in the simple/advanced search, you must have one of the following roles:
- Catalog Administrator
- General System Administrator
You can configure which indexes are available to select for a simple or advanced search (see Searching in Alma). You can configure whether an index is available for a simple search, advanced search, or both.
Local Index Configured
To customize the labels (display text) of the search indexes for local fields, see Configuring Search Index Labels.
Each locally customized MARC tag is indexed as a separate searchable field and all of its subfields are indexed and searchable when it is selected as a search option.
You configure which search indexes appear on the Search Indexes mapping table (Configuration Menu > Resources > Search Configuration > Search Indexes). For more information about mapping tables, see Mapping Tables.
Search Indexes Mapping Table Page
To have Alma display/hide a search index in the simple search, enter true/false in the Simple Search column.
To have Alma display/hide a search index in the advanced search, enter true/false in the Adv. Search column.
There is no option to reorder the search indexes in the drop-down list. Instead, you can search for specific indexes in the drop-down list by entering part or all of the index label.
The Index Codes to Search Index Labels Mapping table below maps the index codes in the Search Indexes mapping table to the index labels in Alma. For a list of the fields/subfields that are indexed for search, see Available Search Indexes.
The Object TPS is a type of "virtual layer" that enables the connection between the bibliographic record and the portfolio, the portfolio and the service, and the portfolio and the e-collection (and vice versa for each of these).
The table below maps the Object Type column in the Search Indexes mapping table to the search index types in Alma.
Object Type to Search Index Types Mapping
If an index, such as accession number, is enabled, it appears as an option when performing an advanced search.
Accession Number Index Code Enabled
Accession Number as a Search Option
If an index is disabled, it does not appear as an option when performing an advanced search.
In addition, when the Accession Number is disabled, it is not searched when performing a simple search.
To configure search index labels, you must have one of the following roles:
- Catalog Administrator
- General System Administrator
You can edit the display names of the index labels of local fields used in simple and advanced searches.
You configure index labels from the Customize Search Labels code table (Configuration Menu > Resources > Search Configuration > Customize Indexes Labels). For more information on code tables, see Code Tables.
Customize Search Labels Code Table Page (Search Index Labels)
You can edit the index label details on this page. Reordering the items on this page has no effect; users can search for specific indexes in the drop-down list by entering part or all of the index label.
You can add external resources you want to search and their characteristics (normalization process, merge method, and credentials, as needed). You configure external resources on the Search External Resource Setup page (Configuration Menu > Resources > Search Configuration > External Search Resources). For information on external search, see Searching External Resources.
Search External Resource Setup Page
To add an external resource to be searched:
- On the Search External Resource Setup page, select Add External Resource.
- Enter one or more search criteria to be used in locating a resource.
For a list of possible external resources, see External Search Resources.
- Name – Enter the name or part of the name of the resource.
For example, enter KERIS in the Name parameter to locate the following resources:
- KERIS (Korea Education and Research Information Service) – MARC 21 record format
- KERIS (KORMARC) – KORMARC record format
- Name search type – Select the way in which you want the search word or string to be matched against the resource names, Contains, Exact, or Starts with.
- Resource type – Select a type of resource to locate such as e-journal or e-book.
- Publisher – Enter the name of a specific publisher from which you want to locate a resource.
- Name – Enter the name or part of the name of the resource.
Select Find Resources to display the resources (from this list) that meet your criteria.A list of resources that meet the criteria opens on a new page. If the search returns no results, edit your criteria and try again.Search External Resource Setup Results - KERIS Example
Locate the resource that you want to make available to your institution and select Select Resource from the row actions list.It is possible to have multiple connections to the same resource if the credentials to the resource are different for each connection.For cases like KERIS, if you want to import KERIS records that are stored in both the KORMARC and the MARC 21 record format, you need to repeat these configuration steps for both formats.
Under Institution Details, modify, enter, or select the following:
- Resource name – Modify the resource name to the name by which the institution refers to the resource.
- Normalization process – Select the appropriate normalization rules file to be used from a list of previously defined files. Normalization processes can be added from the Resource Management Configuration page, in the General section. For more information, see Working with Normalization Processes.
Merge method – Select from one of the following merge methods predefined by Ex Libris:
Alternatively, if you defined merge rules in the MD Editor (see Working with Merge Rules for the way in which these rules work), you can select these rules from the Merge method drop-down list. The descriptions that were entered for the rules are displayed as the merge method names.If you select a merge rule from the drop-down list, confirm that it is designed to work with search external resources. There may also be merge rules in the list that were designed for use in an import profile.
- Replace 245 and 035 OCLC if exist – Replaces all MARC fields in the Alma record with fields from the external records, except for fields 001, 245, and 035 (whose “a” subfields contain OCoLC or where the first indicator is 9 and the second indicator is #). Any 001, 245, or 035 fields in the Alma record are left in place, and any 245 or 035 fields in the external record are added to them.
- Overlay all fields but local – Replaces 035 fields in the Alma record with those from the external record unless the first indicator is 9 and the second indicator is #. In addition, replaces all other MARC fields in the Alma record with fields from the external records, except for fields 001 and 9XX.
- Keep only old value – Keeps all MARC field values in the Alma records.
- Conditional subject headings – Replaces all MARC fields in the Alma record with fields from the external records, except for fields 001, 035, 9XX, 65X, and 7XX. Any 001, 035, 9XX, 65X, or 7XX fields in the Alma record are left in place, and any 6xX or 7XX fields in the external record are added to them.
- Credentials – The <username>/<password> (using this syntax, with no spaces) to be used for the external resource.
- Select Save. The resource is added to the list of available external resources.
To configure external search profiles, you must have one of the following roles:
- Catalog Administrator
- General System Administrator
After you configure external search resources, you create a search profile that defines the order in which the external resources are searched and the search conditions. The search profiles appear in the Search cataloging profile drop-down list (see below) when searching external resources. The search profile can be configured to identify multiple external resources to be searched and define the order in which these external resources are searched. For information on external search, see Searching External Resources.
In a Network Zone, the settings that control the placement of new records and templates (Local or Network) in the MD Editor (File > Options) also determine which external search profiles are available to the individual user when the Institution Zone and the Network Zone have configured different external search profiles. Since each user can define the placement of new records in the MD Editor, it is possible that individual users in the same member institution with different settings for the placement of new records may access and use different external search profiles. See Options for more information.
To create a search profile for external resources:
- On the External Search Profile List page (Configuration Menu > Resources > Search Configuration > External Search Profile), select Add External Search Profile. The first page of the External Search Profile Details wizard appears.
- Enter a name and description (required) for the search profile you are defining and select Next. The second page of the wizard appears.
- Under Internal Resources Pool, select Community Catalog and select Add to Selection if you want Alma to search internally before performing a search of external resources.
- Under External Resources Pool, select the external resource you want to add to the profile and select Add to Selection.
- Use the Move Up and Move Down arrows to set the search order for the resources. To delete a selected resource, select Remove from the row actions list.
- Select Save. The profile is added to the list of external search profiles. It can now be selected from the Search cataloging profile drop-down list (Resource Management > Cataloging > Search External Resources).
External Search Resources
The following is a list of external search resources that are available in Alma.
- Abertswyth University Library Catalogue
- ALMACALCNX – requires credentials to access
- American Museum of Natural History Library
- AMICUS – requires credentials to access
- Auburn University
- ArticleFirst (OCLC) – requires credentials to access
- Australian National Bibliographic Database (Test) – requires credentials to access
- Bangor University Library
- Bavarian Library Network – requires credentials to access
- BDZ (BDS) – requires credentials to access
- BDZ DVD/BLURAY MARC 21 Cataloguing Service (BDS) – requires credentials to access
- BDZ Music Data MARC 21 Cataloguing Service (BDS) – requires credentials to access
- BGR - Bibliotheksverbund Graubünde
- Bibliography on Swiss History – BSG
- Biblioteca Nacional de Espana
- Bibliotheksverbund Bayern (BVB) for Berlin libraries
- Bibliothèque Nationale Suisse
- Bibliothèque On-line du Réseau de l'Académie Louvain
- BICOCCA (Università Milano Bicocca)
- BN-OPALE PLUS (BNF) – requires credentials to access
- Bond University
- British Library Integrated Catalogue
- British Library Integrated Catalogue (MARC) – requires credentials to access
- British Library Legal Deposit Shared Database – requires credentials to access
- British National Bibliography (BNB) – requires credentials to access
- CALIS (we_cat ) – requires credentials to access
- CAPITA (BDSAllM21) – requires credentials to access
- CAPITA (BLConM21) – requires credentials to access
- CAPITA (LCAllM21) – requires credentials to access
- CAPITA (NLMAllM21) – requires credentials to access
- CAPITA (UnionM21) – requires credentials to access
- Cardiff Metropolitan University
- CARM Centre (CAVAL)
- Catalog of U.S. Government Publications (CGP Z39.50) – requires credentials to access
- Catálogo Bibliografico Trentino [CBT]
- Catálogo Colectivo del Patrimonio Bibliográfico (CCPB)
- Catálogo de la Biblioteca de la UCM
- Catálogo de la Biblioteca de la Universidad de Alcalá de Henares
- Catálogo Italiano dei Periodici ACNP
- Catalogue Collectif Suisse des Affiches CCSA
- Catalogue SUDOC PRO
- Charles University Praga
- City University of Hong Kong
- Clark Art Institute
- CLICNET Catalog
- Copyright Agency – requires credentials to access
- Cornell University Library
- CSIC (Alma)
- Curtin University Library
- DanBib – requires credentials to access
- DBC (The Danish Bibliographic Centre)
- Edinburgh University Library
- FENNICA - The National Bibliography of Finland
- Gabriel Dumont Institute Library
- German National Library – MARC 21 – requires credentials to access (new version released in December 2018)
- Global Books in Print (Bowker) – requires credentials to access
- Griffith University Library
- GVK (Gemeinsamer Verbundkatalog)
- Harvard University – requires credentials to access
- Hebrew University
- Hellenic Academic Libraries
- Helveticat – Swiss National Library
- Hessische Bibliothekssystem (HeBIS)
- HOLLIS Catalog – Harvard
- Hong Kong Polytechnic University Catalogue – requires credentials to access
- Hong Kong University of Science and Technology Library Catalog – requires credentials to access
- HSG - IDS St. Gallen
- IMF/World Bank
- Indiana University
- James Bennett Online
- Katalog des Bibliotheksverbunds IDS Basel Bern
- KERIS (KORMARC) – requires credentials to access
- Lakehead University
- Laval University Library
- LIBIS network
- Libraries Australia – requires credentials to access
- Libraries Australia Modified – requires credentials to access
- Library and Archives Canada – requires credentials to access
- Library and Research Council EUREKA – requires credentials to access
- Library of Congress (United States Library of Congress (LOC))
- LIBRIS - Swedish Union Catalogue
- Lirias – requires credentials to access
- London School of Economics
- KERIS (Korea Education and Research Information Service) – Requires idPass authentication
- Monash University Library Catalogue
- Monash University of Malaysia
- Monash University South Africa
- Museum of Modern Art Library - Arcade – nyarc
- National Art Library Victoria and Albert Museum - REMOVED - due to migration to OCLC WorldCat
- National Library of Australia
- National Library of China Z3950 (UNIMARC) – requires credentials to access
- National Library of China Z3950 (USMARC) – requires credentials to access
- National Library of Israel
- National Library of Korea (National Shared Cataloging)
- National Library of Malaysia
- National Library of Scotland
- National Library of Wales
- National Taiwan University Library
- National University of Singapore Library
- Netzwerk von Bibliotheken und Informationsstellen in der Schweiz (NEBIS)
- NLM LocatorPlus (z39 gateway - OPAC)
- Northern Alberta Institute of Technology
- Northwestern University
- NUKAT – Requires idPass authentication
- OCLC WorldCat (through Libraries Australia) – requires credentials to access
- Ohio Link
- Okanagan College Library Catalogue (BKOC)
- Online Dakota Information Network (ODIN)
- Open Vlacc (Vlaamse Centrale Catalogus) – requires credentials to access
- Oxford University (Oxford University)
- Princeton University
- ProQuest OASIS
- Purdue University Catalogue – requires credentials to access
- Queen’s University (Ont.) library
- Queensland University of Technology
- Réseau des bibliothèques Alexandria – requires credentials to access
- Reseau des bibliotheques de Suisse occidentale (RERO)
- RLUK Research Libraries UK – requires credentials to access
- Russian State Library
- Saskatchewan Legislative Library
- SBT - Sistema bibliotecario ticinese - canton and universitie
- SBN (UNIMARC)
- Scuola Normale Superiore
- Scuola Normale Superiore UNIMARC
- SGBN - St. Galler Bibliotheksnetz
- Shanghai Library – requires credentials to access
- Smithsonian Libraries
- South Dakota Library Network (SDLN)
- State Library of Victoria
- SUDOC (Brief Records USMARC)
- SUNCAT (MARC) – requires credentials to access
- SWB Katalog (Sudwestdeutscher Bibliotheksverbund)
- Swinburne Library – Swinburne University of Technology
- Swiss National Library (NB) – requires credentials to access (idPass authentication).
- Te Puna Search – requires credentials to access
- Technion Israel Institute of Technology (Alma) – requires credentials to access
- Tel Aviv University
- Temasek Polytechnic Library and Information Resources Department (Z3950)
- The English Short Title Catalogue (ESTC)
- The Getty Research Institute
- The Metropolitan Museum
- The National and Copenhagen University Library
- The New York Botanical Garden
- The Open University UK
- Trinity College Dublin
- ULI – Israel Union List (MALMAD Israel Center for Digital Information Services)
- ULS (Israel Union List of Serials)
- UNILINC Network Zone
- United States National Agricultural Library
- Universidad Autonoma Madrid – requires credentials to access
- Universidad de Chile (Alma)
- Università degli Studi di Bergamo
- Universidad Politecnica de Madrid – requires credentials to access
- Università di Bergamo (Alma)
- Università di Camerino
- Università di Genova
- Università di Padova
- Università di Pisa (UNIMARC)
- Universita di Roma Tre
- Università di Sassari
- Università di Siena (UNIMARC)
- Università di Udine
- Università di Verona
- Université de Liège
- Universiteit Gent
- University Library of Bozen/Bolzano – requires credentials to access
- University of Aberdeen
- University of British Columbia – requires credentials to access
- University of California-Los Angeles (UCLA)
- University of Canberra
- University of Houston
- University of Malaya Library
- University of Melbourne Library
- University of Minnesota
- University of Ottawa Library
- University of Oxford (ADVANCE)
- University of Pittsburgh (Pa.)
- University of Regina Library (Alma)
- University of Rochester
- University of South Wales
- University of Sydney
- University of the Arts London – Library Catalogue
- University of Toronto
- University of Victoria (B.C.)
- University of Wales Trinity Saint David
- University of Windsor
- University of Wisconsin – Madison
- UNSW (z3950)
- Waseda University Library
- Weizmann Institute
- WorldCat (OCLC) – requires credentials to access
- Yale University Library
- Zeitschriftendatenbank (ZDB)
To configure the repository search, you must have the following role:
- Catalog Administrator
You can customize the repository search to determine how search results appear for a Repository Search.
You can define the default search tab (Network, Institution, or Community) for staff searches. The default applies to searches from the Advanced Search page or the persistent search box. The selected tab is retained when you perform a search from the Repository Search results page. You can configure the default tab for authority searches.
Due to a redesign of the search utility, configuration for searches other than authority searches is not available in the new UI. This feature will be replaced with a new, more flexible, feature in an upcoming release.
To customize the selected tab for different search results:
On the Repository Search configuration page (Configuration Menu > Resources > Search Configuration > Repository Search), select the default tab (Institution, Community, or Network) in the Default Search Tab section, and select Save.
Repository Search Page
The Network option is available only for institutions within a collaborative network that have a Network Zone.
See also Customizing the Thumbnail Display.
Alma attempts to display a thumbnail image for each title. If the title has a digital file, a thumbnail of that file appears. If the title has only physical items, Alma attempts to acquire a thumbnail image of the cover using the title’s ISSN or ISBN. If no thumbnail is available, a generic image of the material type (book, video, music, and so forth) appears.
You can configure whether you want Alma to display thumbnails in the repository search results for digital resources only, or for all types of resources.
To configure the thumbnail display:
- Open the Repository Search Configuration page (Configuration Menu > Resources > Search Configuration > Repository Search).
- Select one of the following options:
- Show for all objects – Thumbnails appear for all types of resources.
- Show digital only – Thumbnails appear only for digital resources.
- Select Save.
Configuring the Display of Additional Staff Search Fields
Using the Additional Fields for Search Results mapping table, you can customize the way in which the five additional 9XX fields for staff search appear in All titles search results.
In the Network Zone, you can centrally create, distribute, and manage the display of the additional five 9XX fields for staff search. Use the procedure below for configuring the Additional Staff Search Fields and see Centrally Managing Additional Staff Search Fields in a Network Zone for more information specific to the Network Zone.
To customize the display of the additional staff search fields:
- Open the Additional Fields for Search Results mapping table (Configuration > Resources > Search Configuration > Additional Staff Search Fields).
Additional Fields for Search Results Mapping Table
- Using the ellipsis button, select Customize for the row that you want to edit. The Field Label and Field Tag column options become available for editing.
- From the drop-down list, select the field whose search results display you want to customize, and customize the label for this field.
Customizing a Search FieldThe label appears in the search results with the contents of the additional field and, like other search result fields, can be configured to appear or not appear in the search results view.Search Results with Additional Search FieldConfigure Search Results ViewThere is a known issue that the field label does not appear in the bold font in the search results.
- Use the row slider to enable the field that you have customized.
- Select Save.