sunnier skies in the ex libris cloud: predictive checkin in alma siôn romaine eluna may 8, 2015
TRANSCRIPT
Sunnier skies in the Ex Libris Cloud: Predictive checkin in Alma
Siôn RomaineELUNA May 8, 2015
Presentation Outline
> How it works> How to set it up (with a template)> How to create/customize prediction patterns> Clouds and drizzle.> Questions? Answers?
How it works
> Subscription interval field from POL+
> 853 field from holdings record+
> Next predicted item’s information box from holdings record
=> Predicted items
Three parts for one result
Set up
POL> Step 1: Verify the POL subscription interval field
and last received item
Holdings Record MD Editor> Step 2: Select (or create) the correct prediction
pattern> Step 3: Start the pattern with the next predicted
item’s information box
Holdings Record MD Editor or Repository List of Items> Step 4: Add the predicted items
Step 1: Verify subscription interval
> Verify Subscription interval field> (Optionally) verify Claiming grace period> Note latest issue received
In Purchase Order Line:
Step 2: Select prediction pattern
> Edit Expand from Template > Pick pattern (optionally, duplicate template to create
new pattern)> Modify 853 as needed> Pattern may overwrite existing 853
In Holdings Record MD Editor:
Step 3: Complete Predicted Item’s Info
> Tools MARC 21 Holdings Next predicted item’s infoor:
> Add enumeration/chronology for first issue> Optionally, add calendar change $$x, regularity
pattern $$y> Add issue date
Issue date = Expected receipt date, less value in Subscription interval field
Example: • Quarterly publication, subscription interval = 90• January 2015 issue expected on February 1, 2015• Issue date = 2014-11-02 (Feb 1, 2015 – 90 days = Nov. 2,
2014)
In Holdings Record MD Editor:
Step 4: Add predicted items
> Tools MARC 21 Holdings Open predicted items> Review Expected Arrival Date> Save to add item records; Discard to cancel
or
In Holdings Record MD Editor:
In Repository List of Items
> Open predicted items> Review Expected Arrival Date> Save to add item records; Discard to cancel
Demo
> Using a template to add a pattern & add predicted items– Journal of sport behavior– Quarterly publication
Creating/customizing prediction patterns
> $$a-h: Enumeration fields v. no. pt. (or year month day)
> $$i-m: Chronology fields year month season day
> $$u: Parts per higher level # of issues in a volume
> $$v: Numbering continuity does numbering continue or restart?
> $$w: Frequency code w = weekly
> $$x: Calendar change when does volume increment?
> $$y: Specific pattern info allows refinement of regular patterns
Captions/Prediction pattern subfields:
Creating/customizing prediction patterns
> Journal of school leadership– Bimonthly, with Jan and March 2015 already received– $$a v. $$b no. $$i (year) $$j (month) – $$u 6 6 issues per volume
– $$v r Issue numbering restarts with each new volume
– $$w b Bimonthly
– $$x 01 Volume increments in January
Example:
Demo
> Modify pattern & add predicted items– Journal of School Leadership– Bimonthly, calendar change in January
Clouds and drizzle
> Display of predicted items in Discovery– Unwieldy for weekly or daily publications– Status is same for all ACQ items
Clouds and drizzle
> Must create predicted items, then edit/delete
Clouds and drizzle
> Data in item chronology fields – can’t regenerate
> Can’t delete default templates> Requires understanding MARC21
Resources
> MARC 21 Holdings – 85X subfields– http://www.loc.gov/marc/holdings/hd853855.html
> MARC 21 Holdings – Code patterns for $$y– http://www.loc.gov/marc/chrono_patterns.html
> Alma OLH– http://customercenter.exlibrisgroup.com/
DocumentationCenter/Ex%20Libris%20Documentation/Alma/OLH/index.html#page/Resource%2520Management%2FALM_res_inventory.5.54.html
Questions?Answers?