Collaborative Collections Retention Item Designators
Collaborative collecting agreements are becoming increasingly critical for libraries in managing collections and access across institutions. Formal agreements require libraries to commit to hold specific items. Currently, there is no way to mark this in records unless in free text notes, and no system checks in place for items to prevent accidental weeding of items that libraries have committed to retain. This idea outlines system functionality to ensure that libraries can safely manage committed collections.
• Two new fields in Alma Items: a Committed to Retain check box and a Retention note free text field (minimum of 200 characters)
• A system check that does not allow withdraw (delete) of items in batch, via api, or via the user interface for items with the Committed to Retain toggle set to yes, but instead presents an error noting that the item is Committed to Retain.
• Ability to update these fields manually through the user interface, update in batch via inventory batch job, and update via the item API
• Addition of the Committed to Retain value and Retention note to analytics to allow for collection analysis

The ability to mark items as Committed to Retain was developed as part of the August 2022 release.
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Steve McDonald commented
This idea has already been implemented as described in the original proposal. The idea should probably have been marked Completed and closed. I think we need a new idea exchange proposal to request a _specific_ change to the current behavior.
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David Schuster commented
In Theory you could add the MARC coding based on the retention note using Normalization rules?? Or pulling data from the MARC coding to build a set to set the retention note?
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Brian Gregg commented
I concur with Caroline Brown regarding being able to add multiple conditions for retention as well as adding an expiry date in the code table. The expiry date could then be automatically lifted from an item based upon the expiry date set for the condition and if there is no expiry date set for the condition, it should be assumed to be indefinite.
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Caroline L. Brown commented
As noted in recent ALMA-L communications ("Multiple Conditions for Retention Information in Item Records") an institution may have multiple commitment partnerships or other reasons to commit to retain. Having the option to select multiple reasons, as well as an expiry date would be very beneficial to this function.
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Steve McDonald commented
Michael Cohen is correct about 583 fields, and I strongly support the use of 583 fields to record retention commitments. In addition to the benefits of following a MARC standard, it is is also useful to be able to export the 583 fields in publishing profiles.
However, the ability to block deletion of items committed for retention would be an extremely useful enhancement. We have had far too many retention titles withdrawn because people weren't paying attention to commitments. I hope that the new item information can be set in batch in the Change Physical Items job, allowing us to run the job on sets based on 583 fields. Even better would be if deletion blocks could be based directly on the 583 field (though that would be complicated because 583 is used for more than just retention commitments).
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Jeanne Little commented
This is very exciting! To have the ability to set the item as a do not delete will make our job much easier! Thank you!
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Michael Cohen (UW-Madison) commented
The suggestion of an Item-level field that could be toggled on for committed titles -- and produce error reports from batch jobs – is a good one. But the statement that currently there is no way to mark records for commitments is misleading. There is no standardized way at the Item level, but commitments at the Holdings level are already well established using MARC field 583. We should avoid adding extra data in Items that already applies from Holdings.
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Jane Daniels commented
I'm out of votes as well but want to add my support for this idea.
Jane Daniels
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Amie Pifer commented
Central MIchigan University Libraries is part of the Mi-SPI Michigan statewide print initiative. Yes, we are absolutely interested in this. I am, however, out of votes! This would be very helpful in managing items in the collection.
Great idea!
Amie -
Meredith Mooi commented
Flag Items not to be deleted
We have a number of resources that need to be retained in our collection. Unfortunately these are sometimes accidentally deleted because there is no system alert not to. It would be great if we could somehow flag these items in Alma so that staff are alerted not to delete the items e.g. during weeding/withdrawal processes. Ideally Alma would prevent these items from being deleted, unless by a staff user with higher privileges.