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(WHS Archives) Conservation -- Archives Treatment Reports in Alma

Instructions for entering conservation treatment reports in Alma for WHS Archival Records

Step ONE: Log-in to ALMA via http://www.library.wisc.edu/staff/tech-serv/tech-services/

  • Click “ALMA Staff Login” in left hand column
  • Log-in with Net ID and password


Step TWO: MARC Bib Record Search

  • Search under call number, collection title, or other in search box to the right of the Alma menu
    • Or in the Alma menu select “Repository Search” and do a keyword search
    • Or in “Repository Search” select “Advanced search” to narrow down fields to search
  • Find record that matches collection to be updated
  • To open Bib record for edits select “Edit” under title; this opens the Metadata Editor


Step THREE: and Enter fields

  • To add treatment record, highlight line [usually after last 583, but before and 6XX fields] and Ctrl + L or “Editing Actions” select “Add Local Extensions” to enter new local field
  • Enter 583 and “$$a” will appear in the fourth column
  • Enter “Conservation Treatment Record C20XX-YYY”
  • On same line “Add new subfield”: F9 or “Editing Actions" select “Add Subfield” and $$ will appear
  • In $$k subfield enter initials
  • Click “save” at icon or Ctrl + S Send edit for update authorization, under “FILE” click “Assign Record to Another Cataloger” and from list choose Alison Bridger (Archives Cataloger). This will then allow you to also send a brief message with update reminding Alison it is for a conservation lab treatment record.


Step FOUR: Archives Cataloger review [no longer necessary if treatment record entered as a local field]

  • Archives Cataloger receives record for review from Conservation Lab
  • Update record in OCLC with 583 conservation note
  • Save and release record in Alma Ctrl + Alt + R


-- Created by Heather Sonntag and Alison Bridger (2015 December); edited 20221221 aeb



KeywordsWHS Archives Conservation Treatment   Doc ID59134
OwnerAlison B.GroupUWLSS
Created2015-12-22 11:30:54Updated2023-10-25 10:57:47
SitesUW Libraries Shared Systems
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