Create a Set of Inventory from a Title Set
It would be very useful to be able to take a set of titles, and convert it into a set of inventory attached to those titles. Specifically, I would like to create a Portfolio set from a set of Electronic Titles. I have regular need to move groups of portfolios from one local e-collection to another. I have only a list of ISBNs to start with, which I use to create an itemized Electronic Titles set. However, moving portfolios requires a Portfolio set, which can only be created with Portfolio IDs. It is very cumbersome to arrive at the appropriate list of Portfolio IDs when starting with ISBNs: create the title set; use a publishing profile to publish the title set with inventory enrichment to include the portfolio ID number (export job options do not export the portfolio ID); extract the Portfolio IDs from the published file; upload those Portfolio IDs into an itemized portfolio set.
By extension, it should be possible to also create a set of Physical Items from a Physical Titles set, and a set of Digital Files from a set of Digital Titles, as creating itemized set for these invetory types are similaryly limited by what identifiers are accepted.
Oscar Raab
shared this idea
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Jacqueline Carrell
commented
Just trying to do this today - go from a set of electronic titles to portfolios. One possible way to address this is to add a repository search facet "is in x set." If I could run a search of electronic portfolios where the title is member of x set, I could pull them all up.
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Fay Dowding
commented
I was just trying to work out how to create a list of physical inventory from a physical titles set. It would be really useful for some of the data work we need to do. It is so frustrating not being able to export a list of records from a title set and have the holdings information included as this would be really useful as well. Having the two things so separate is really frustraing.
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Lisa Hatt
commented
I stole a vote back from one of my other ideas so I could put three votes on this.
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Sally Smith
commented
We have had the same issue as this several times, both for electronic inventory and for print inventory.
Use case for portfolios is exactly as described above - moving groups of portfolios from an eba collection to a different local collection.
Our use case for print inventory was to create a set of Items in order to add notes at Item level from a Title set. We could only do this via a long-winded method of running a normalization rule to add a local field to the titles and then create an Item set using the local field as the query.
We would also like to create a set of inventory from a set using MMSIDs as well as ISBNs which seems as though it should more straight forward as they are unique and should easily map to the portfolios or items.