Ability to find bib records with attached PO lines but no inventory
Problem:
It is not possible to easily find IZ bibliographic records that have associated PO lines but no inventory. The All Titles Advanced Search has an option to search for “Has inventory | equals | no”, but those results include bibliographic records that have related holdings records (bound withs), as well as bibliographic records that have holdings records but no item records. We want the ability to easily find bibliographic records that have only a PO line associated with them.
Use Case:
The ability to find bibs with only PO lines attached is necessary in order to keep the database tidy. Examples include:
bibliographic records that migrated with PO lines or order records attached but no inventory.
bibliographic records where inventory was relinked but the PO line left behind.
Potential solutions:
The NZ has a job (Identify records that are not used in the Network) that provides operators with several options for defining which records are considered “unused”, including those with no inventory and not part of a boundwith relation. One potential solution to the problem is to have a similar job in the IZ that would allow us to find bib records with PO lines but also exclude holdings records with no items.
Another potential solution to this problem is to have a new search index (and corresponding indexed field) in Alma that would allow an advanced search for bibliographic records with attached order records but no holdings/inventory records.
Lesley Lowery
shared this idea
Dear community,
The described use case involves "maintaining database integrity." This is not something done daily but rather periodically to ensure data accuracy.
For this purpose, utilizing analytics reports is the recommended approach.
Following is an example for an analytics report that identifies bib records with PO lines but without inventory:
- Report #1: Identifying bib records with PO lines. See attachment.
- Report #2: Use the output of report #1 for checking if this bib records do not have inventory. See attachment.
The outcome from report #2 can be used as a basis for set creation.
I hope this suggestion meets your needs.
Thanks,
Tamar Fuches
Alma product team
