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  5. Alma Roadmap Highlights: 2024 - 2025
  6. Metadata Management

Metadata Management

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  1. Metadata Management
    1. Overview
    2. Roadmap
    3. 2024 H2
      1. Titles Staff Search – Enhanced UX General Availability
      2. Support Preferred Term Correction Flipping Headings that Change Tag Number
    4. 2025 H1
      1.  NERS Request  #8998: Special Characters Dialog Box in Metadata Editor
      2.  NERS Request  #8819: Open Authority Headings Menu Action in Metadata Editor
      3. Support Respecting MARC Subfields When Linking Bibliographic Headings - General Availability
      4. Partial Linking of Name/Title Headings - Early Access
      5. AI Metadata Assistant - Phase I: MARC 21 Records
    5. 2025 H2
      1.  Configure a Text Search Index for a Specific MARC Field
      2. AI Metadata Assistant - Phase II
      3. Enhanced Partial Linking of Subdivisions in Subject Headings - Early Access

Return to Alma Roadmap Highlights Overview

Metadata Management.png

Metadata Management

Overview

Alma’s Metadata Management provides support for many different types of metadata schemes, workflows for authority control, bulk import, automated exports and more.

For information on our Linked Open Data roadmap, see: Linked Open Data

Roadmap

2024 H2   2025 H1     2025 H2  
  • Titles Staff Search – Enhanced UX General Availability
  • Support Preferred Term Correction Flipping Headings that Change Tag Number
  • Special Characters Dialog Box in Metadata Editor
  • Open Authority Headings Menu Action in Metadata Editor
  • Support Respecting MARC Subfields When Linking Bibliographic Headings - General Availability
  • Partial Linking of Name/Title Headings - Early Access
  • AI Metadata Assistant - Phase I: MARC 21 Records

 

  • Configure a Text Search Index for a Specific MARC Field

  • AI Metadata Assistant - Phase II
  • Enhanced Partial Linking of Subdivisions in Subject Headings - Early Access 
     

2024 H2

Titles Staff Search – Enhanced UX General Availability

     Search and lists.png
Repository Search
   Enhanced UX

What’s New Highlights Impact
The Titles Staff Searches will be updated and redesigned for better usability, performance, productivity, and overall user experience.
  • A new “side by side” presentation will reflect general information regarding the title and its inventory.
  • A new table view for easy scanning of the search results.
  • Actionable sections within the right panel will enable users to edit specific information associated with the titles' inventory without leaving the search results.
 Simpler workflows due to new user interface, introducing efficient navigation:
• Reduction in required clicks for common actions
• MARC simple view upfront
• New Item section
• Actionable inventory information
Will be available for opt-in by all users.
 

The new titles search split view, including details on the bibliographic record, creator and inventory, and the ability to perform actions directly from search

The new titles search split view, including details on the bibliographic record, creator and inventory, and the ability to perform actions directly from search

The new titles search table view
The new titles search table view
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clipboard_e4c42bcbea8e2fa88440629798b728696.pngSupport Preferred Term Correction Flipping Headings that Change Tag Number

What’s New Highlights Impact
Linking and preferred term correction will handle cases where the bib heading is linked to an authority via a cross-reference, but the preferred and non-preferred terms are in different fields (e.g. preferred term is in authority field 130, and cross-reference in authority is in 410).

  • PTC will correct the heading to the preferred term when the preferred and non-preferred terms are in different fields

  • PTC will update the field number of the bib heading in the bibliographic record to match the linked authority record's preferred term

  • The library will be able to review these changes in the Authority Control Task List

Better automated authority updates, keeping the library's catalog up to date, and reducing the need for manual corrections.

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2025 H1

NERS2.png NERS Request  #8998: Special Characters Dialog Box in Metadata Editor

What’s New Highlights Impact
When working in the MD Editor catalogers will be able to open a dialog box and select a special character to enter into the record.

  • Metadata Editor will have a dialog box containing special characters, where the operator can select the special character.

  • Selecting the special character will insert it where the cursor indicator was when the dialog box was opened.

  • The dialog box will be opened using a menu option or a keyboard shortcut.

 Cataloging records with special characters will be more convenient and efficient.

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NERS2.png NERS Request  #8819: Open Authority Headings Menu Action in Metadata Editor

What’s New Highlights Impact
When working in the MD Editor catalogers will be able to open the authority headings lookup using a menu action (in addition to the F3 keyboard shortcut).

  • Metadata Editor will have a menu action in the  "Editing Actions" menu that will open the authority headings lookup, similar to the F3 keyboard shortcut.

  • Catalogers will be able to select whether to use the keyboard or menu for linking bib headings to authority records.

 Catalogers will be able to efficiently work on a wider selection of devices, including ones (such as tablets) that don't have function keys.

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Support Respecting MARC Subfields When Linking Bibliographic Headings - General Availability

What’s New Highlights Impact
Libraries will be able to select whether to force subfields to be taken into account when linking to bibliographic headings. Bibliographic record fields will only link to authority headings if the matching content is in the same subfields. The linking will accurately reflect not only matching content, but also matching cataloged subfields.

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Partial Linking of Name/Title Headings - Early Access

What’s New Highlights Impact
Alma will control the name portion of the name/title combination so that changes to the authorized form in the name authority record will be reflected in the bib heading.

  • When a name/title bib heading does not match an authority record, but there is a matching name authority, the heading will be partially linked to it.

  • When the authorized form of a name changes, the change will be reflected in partially-linked name/title headings.

 Automated name authority updates for headings that include both name and title.

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AI Metadata Assistant - Phase I: MARC 21 Records

What’s New Highlights Impact
Alma will allow libraries to combine innovative AI solutions along with expert cataloging knowledge to easily and efficiently create and enrich bibliographic data.

  • Creating MARC 21 English records for books using information such as the book title and/or images of the book (e.g. back cover, title page, colophon).

  • Enriching existing MARC 21 English records for books.

  • Giving catalogers an AI assistant that can suggest relevant metadata they can use, such as subjects, summary notes, etc.

 Reduce the time and effort a cataloger spends on creating or enriching each bibliographic record.

clipboard_e3c41ad153804ce97eb57df7f9b793ad1.png

Enriching a brief record using the AI Metadata Assistant

clipboard_edfe21c01fbcd507bd413a3c27353474a.png|

Creating a new record using the AI Metadata Assistant

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2025 H2

clipboard_e4c42bcbea8e2fa88440629798b728696.png Configure a Text Search Index for a Specific MARC Field

What’s New Highlights Impact
Administrators will be able to enable a text search in specific MARC fields in their institution's staff search.
  • Enable searching text strings in MARC fields that are important for the library.
  • Perform an accurate search of a specific field.
 Enhance the library's ability to search and manage its metadata.

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AI Metadata Assistant - Phase II

What’s New Highlights Impact
Alma will allow libraries to combine innovative AI solutions along with expert cataloging knowledge to easily and efficiently create and enrich more varied bibliographic data.

  • Work with our global community to responsibly widen the AI Metadata Assistant capabilities

  • Support generating metadata for more varied resources than phase I (which will support MARC 21 metadata for English books).

Reduce the time and effort a cataloger spends on creating or enriching bibliographic records.

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clipboard_e4c42bcbea8e2fa88440629798b728696.png Enhanced Partial Linking of Subdivisions in Subject Headings - Early Access

What’s New Highlights Impact
Alma will control partial subdivisions matches, when there is an authority record that matches some of the subdivisions but not all.

  • When a subject heading does not match an authority record, but there is an authority record that matches the first subdivisions, the heading will be partially linked to it.

  • When the authorized preferred term changes, the change will be reflected in partially-linked subject headings.

 Automated subject authority updates including subdivisions for headings that don't have a complete match.

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