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Ability to create a set of holdings records in Alma

Currently in Alma you can conduct a repository search to create a set of physical titles (bibliographic records) or physical items (item records). Although you can do an Advanced Search of certain data fields in holdings records, there is no functionality to create a set of holdings records.

(You can create a set of titles or items and run the manual jobs: change physical items or change holdings information. Unfortunately, the set of physical titles include all holdings records linked to the bibliographic records (including holdings records you may not want to change). And you don't always have search criteria for physical items that will collocate all the holdings records you would like.)

Use case: With a set of holdings records, you can run an indication rule (filtering by the Marc holdings data: leader, 008, 852...) and/or use a norm rule to make batch changes to the set of holdings record.

151 votes
Marcus Jun shared this idea  ·   ·  Admin →

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  • AdminLili Daie (Product Manager, Ex Libris) commented  · 

    Dear all,
    We would like to update that physical holdings sets management is supported in the August release, including both logical and itemized sets.
    We are currently working on the ability to run jobs that impact physical inventory (items/holdings) also on physical holdings sets, which we hope to have ready in a coming release.

  • Tina Habash commented  · 

    I'm glad we will be able to create sets of holdings records. Will the ability to create indication rules for holdings records be part of this? Right now, I believe it's limited to bibliographic records.

  • Sarah Butash commented  · 

    Has the release been identified for this functionality? We have a large project that would be so much easier to complete with holdings sets and indication rules functionality. Very much looking forward to this functionality!

  • Marcus Jun commented  · 

    I asked about the status of this feature through Salesforce (case 00732675, unpublished). Exlibris support said it is on the Alma product roadmap but additional info was not available. They say enhancements are handled internally by Exlibris developers and no updates are made available to Support.

  • Denyse Rodgers commented  · 

    We really need this and are sorry that it is not included on the roadmap any more.

  • Tebols Casados commented  · 

    Being able to create an indication rule to search for a set of holdings records would be great. I was trying to find all holdings with 852 first indicator 8 and subfield c but I currently can't do it.

    So as you can see I would use this function.

  • JMC commented  · 

    I would use this feature frequently. Excellent idea.

  • Kathie Retszeigle commented  · 

    PLEASE!!! I totally agree w/the others. This is BASIC functionality that we have had available not only in Voyager but in other, older ILSs. It is crazy that Alma doesn't let us do this.

  • Danette Seiler commented  · 

    This is such a basic function and it was available to us in Voyager. I wish Ex Libris would look at the things that Voyager did right, and learn from them. So many times, we have our hands tied now by things that Alma will not allow us to do.

  • Steve Silver commented  · 

    I am out of votes, but support this idea.

  • Jane Daniels commented  · 

    I am out of votes but support this idea wholeheartedly.

  • Diana Brooking commented  · 

    We really need this functionality. An automated process ExLibris created in order to supply and update textual holdings statements based on our 853/863 fields was faulty in the beginning and corrupted millions of our 008s and LDRs in holdings records. We now have no way to create a set of the corrupted holdings, no way to search on the 008 or LDR values, no way to repair *just* the corrupted records without trashing later, valid records.

    You can't maintain a database where you don't have access to all the data. If data exists, it should be exposed to searching and manipulation. We are missing a basic tool by not being able to create sets of holdings records.

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