203 results found

1. Subdivided LCSH headings should be flipped by Preferred Term Correction

   Preferred Term Correction is not flipping all LCSH headings when the authority record changes. If there is an authority record that has a subdivision, it is only flipped by PTC if the heading in the bib has no additional subdivisions. This means there is a significant gap in the PTC process that requires manual attention and handling, which is unsustainable. The PTC process needs to be more thorough.

   For example, this LCSH:

   $a Germany $x Politics and government $y 19th century

   was updated by LC to be:

   $a Germany $x Politics and government $y 1789-1900

   When the authority record changed, bib headings that had the original $a $x $y (only) were flipped by PTC to have the new $y. But any headings that had additional subdivisions were not flipped.

   For example, this bib heading was flipped to the new form:
   BEFORE: $a Germany $x Politics and government $y 19th century
   AFTER: $a Germany $x Politics and government $y 1789-1900

   But this bib heading was NOT flipped:
   $a Germany $x Politics and government $y 19th century $v Congresses.

   More example of headings that were not flipped but should have been flipped:
   651 0 $a Germany $x Politics and government $y 19th century $v Caricatures and cartoons.
   651 0 $a Germany $x Politics and government $y 19th century $v Congresses.
   651 0 $a Germany $x Politics and government $y 19th century $v Exhibitions.
   651 0 $a Germany $x Politics and government $y 19th century $x In literature.
   651 0 $a Germany $x Politics and government $y 19th century $v Periodicals.
   651 0 $a Germany $x Politics and government $y 19th century $v Poetry.

   Impact of Problem: The fact that PTC does not flip these headings means that staff have to manually correct hundreds or thousands of headings. The PTC process is lacking and is not performing its function of managing authority control automatically.

   Preferred Term Correction is not flipping all LCSH headings when the authority record changes. If there is an authority record that has a subdivision, it is only flipped by PTC if the heading in the bib has no additional subdivisions. This means there is a significant gap in the PTC process that requires manual attention and handling, which is unsustainable. The PTC process needs to be more thorough.

   For example, this LCSH:

   $a Germany $x Politics and government $y 19th century

   was updated by LC to be:

   $a Germany $x Politics and government $y 1789-1900

   When the authority record changed,… more

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2. Metadata editor: Enable moving up and down within a field using arrow keys

   It would be nice to be able to move up and down within a field using arrow keys in MDE. For example, when a lengthy 505 or 520 MARC field has many lines, the cataloger must now move to the desired line using either mouse or left/right arrow keys, since pressing up/down arrow causes the pointer to move to the previous/next field.

   My suggestion is that the pointer should be able to move within the field using up/down arrows and move only to the previous/next field when the pointer is on the first/last line of the field.

   Using up/down arrow keys when moving within a field would streamline cataloger’s work and help making the MDE more user-friendly.

   It would be nice to be able to move up and down within a field using arrow keys in MDE. For example, when a lengthy 505 or 520 MARC field has many lines, the cataloger must now move to the desired line using either mouse or left/right arrow keys, since pressing up/down arrow causes the pointer to move to the previous/next field.

   My suggestion is that the pointer should be able to move within the field using up/down arrows and move only to the previous/next field when the pointer is on the first/last line of the field.

   Using up/down arrow… more

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3. Re-sequence MARC fields by each tag when running a normalization rule

   Currently, after running a normalization rule on a set of bib records, the bib records display the 5XX fields out of order, e.g. 500, 546, 506 etc. This occurs even after running the CnmarcBibReSequenceTask as fields between 500 and 899 are not sorted, or sorted only by hundreds (this was the information given to us by a member of staff when we reported the issue on the ExLibris Customer Portal).

   Having all fields in the correct order would ease any future cataloguing needed on these records, or when staff members view the record for work purposes.

   I've attached an example screenshot.

   Currently, after running a normalization rule on a set of bib records, the bib records display the 5XX fields out of order, e.g. 500, 546, 506 etc. This occurs even after running the CnmarcBibReSequenceTask as fields between 500 and 899 are not sorted, or sorted only by hundreds (this was the information given to us by a member of staff when we reported the issue on the ExLibris Customer Portal).

   Having all fields in the correct order would ease any future cataloguing needed on these records, or when staff members view the record for work purposes.

   I've attached an example… more

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4. Suggestions for Normalization Rules (NR) functions

   Hello,

   Please see the attached file.
   We would appreciate it if the suggested Normalization Rules functions would be developed in Alma.

   Thanks

   • 

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5. Decouple the bib-level material type of Music into Scores and Sound Recordings

   The bibliographic material type of Music inexplicably combines scores (Leader/06 c or d) and sound recordings (Leader/06 i or j) into a single facet. This makes no sense and makes standard statistics reporting extremely difficult as scores are usually reported with books (they are, after all, pieces of paper bound between covers) whereas sound recordings are usually reported with other media. Scores should be separated out as its own bib-level material type.

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   Under Review  ·  AdminYoel Kortick (Senior Librarian, Ex Libris) responded

   Thank you for this ideas exchange request.
   For the purpose of clarification:
   Alma uses (among others) two levels of faceting the bibliographic records: Material type and Resource type.

   Regarding the Material Type: There are seven different distinct bibliographic material types in Alma, and this corresponds to the seven different distinct bibliographic material types used by the MARC standard. These MARC standards are explained at https://www.loc.gov/marc/bibliographic/bdintro.html under section “Scope of the Bibliographic Format”. Ex Libris will leave these distinct seven formats, and not add or subtract from them. This is because there are seven distinct formats in the MARC standard. For this reason we will not add another format or change the name of an existing format. Each bibliographic record has one bibliographic material type. The Material Type is considered “Music” if the LDR pos. 6 is one of the following: c d i j. This is explained in the Ex Libris Knowledge center at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/Searching_in_Alma#Material_Types_in_Search_Results under section “Fields that Identify the Bibliographic Material Type”. If there is a desired change in how the Material Type “Music” is determined please state exactly what is desired to be changed and we will gladly investigate and consider this change.

   The Resource Type is much more specific than the Material Type, and uses a combination of fields to determine what the resource type is. Each bibliographic record has one resource type. The criteria for determining the resource type is explained in the Ex Libris Knowledge center at https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/Searching_in_Alma#The_Resource_Type_Field under section “Rules Used to Create the Resource Type Field”. There are currently nine different resource types related to music and audio resources: Braille Music – Physical, Notated music – Physical, Notated music – Electronic, Audio musical – Physical, Audio musical – Electronic, Audio nonmusical – Physical, Audio nonmusical – Electronic, Music – Component Part, and Audio nonmusical – Component Part. If there is a desired change in how the Resource Types related to audio and music are determined please state exactly what is desired to be changed and we will gladly investigate and consider this change.

   Thank you for this ideas exchange request.
   For the purpose of clarification:
   Alma uses (among others) two levels of faceting the bibliographic records: Material type and Resource type.

   Regarding the Material Type: There are seven different distinct bibliographic material types in Alma, and this corresponds to the seven different distinct bibliographic material types used by the MARC standard. These MARC standards are explained at https://www.loc.gov/marc/bibliographic/bdintro.html under section “Scope of the Bibliographic Format”. Ex Libris will leave these distinct seven formats, and not add or subtract from them. This is because there are seven distinct formats in the MARC standard. For this reason we will not add another format or change the name of an existing format. Each bibliographic record has one bibliographic material type. The Material Type is considered “Music” if the LDR pos. 6 is one of the following: c d i j. This is explained in the Ex… more

6. It would be helpful if there were an option to "print MARC record" within the MD editor and from the Repository Search.

   We sometimes have need of a hard copy of the MARC record for tracking certain workflows. One such example is for making notes about title changes and tracking them across several records. It would be nice if there was a "print full record" option, both in the MD editor and in the repository hit list. Right now, we need to either do print screens or do a screen capture and print from that. Thank you!

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   Under Review  ·  AdminLili Daie (Product Manager, Ex Libris) responded

   Dear all,

   Since this idea was posted, the "Print Bib records" cloud app was developed, and support for it was added in the MDE. It is now possible to print one or more records from the MDE, in multiple formats, as described here: https://developers.exlibrisgroup.com/blog/how-to-install-and-use-the-print-bib-records-cloud-app/

   Does this answer the need raised in this idea? If not, could you provide more details on what it is you're missing in the app?

   Thanks!

7. controlled vocabulary list upload

   Hi,

   Instead of create term by term when working with controlled vocabulary, enable the option of upload an excel file or any csv file that will do that.

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8. Allow cataloguers to choose which names are linked to authority files

   Allow cataloguers to choose which names are linked to authority files

   This is important because the all on or off automatic linking creates links for unqualified names and catalogers want the option to verify and thus link names in the way it is done in connexion.

   This when the authority data is updated - every record attached to it is improved and unqualified or non-established names do not get affected.

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9. Job or tool for extraction of related bibliographic records

   We would like the ability to get a hold of or extract the related bibliographic records in bulk based on a set of (other) bib-records.

   Alma already now automatically displays related records in "other details". We understand that the links are built based on bibliographic data in the MARC linking fields: 773, 774, 777, 786, 800, 810, 811, and 830 (subfield w,x,z).

   An example of a related record is a title within a monographic series. In this case, the bib record for the single monograph has a 830 $w with the MMS-ID/system number of the superordinate bib record.

   We would like exactly this function but not only for one title but for a set of bib records.

   Use cases are:

   • Moving a part of our library to a different location or even library. We make the selection for the move based on items with a certain call number or location, but have trouble getting a hold of holdings which might belong to related bib-records but don’t have a permanent call number or a specific location.

   • When migrating from Aleph to Alma, a lot of sub- and superordinate bib records were not anchored in our Institution Zone, because they didn’t have inventory. However, they’re related to bib-records on superordinate (series) or subordinate (journal articles) level, which do have inventory. Now we need to find those related records in order to anchor them into our IZ.

   We imagine, the easiest way would be to create a job, which exports all related bib-records based on a set of bib-records. Also an analytics-column, which displays all related MMS-IDs would work. The export should include the type of link (MARC field 773, 800, etc.) and all the other subfields of those MARC fields, so that we can sort the export list accordingly.

   Since cataloguing hierarchical bib records is widely practiced all over the world and especially so in the German speaking regions, and since they’re part of the RDA cataloguing regulations, we are convinced, that this could be useful for many libraries.

   We would like the ability to get a hold of or extract the related bibliographic records in bulk based on a set of (other) bib-records.

   Alma already now automatically displays related records in "other details". We understand that the links are built based on bibliographic data in the MARC linking fields: 773, 774, 777, 786, 800, 810, 811, and 830 (subfield w,x,z).

   An example of a related record is a title within a monographic series. In this case, the bib record for the single monograph has a 830 $w with the MMS-ID/system number of the superordinate bib record.

   We would… more

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10. Incorporation of All Indigenous Syllabics from the Canadian Aboriginal Syllabics Unicode Block

    I have a case open with Ex Libris (# 00517082) regarding this. Not all Indigenous syllabics render in Alma, and thus, do not render in Primo either. As an important aspect of Canadian Libraries' commitments to Truth and Reconciliation, and as it is UN's International Year of Indigenous Languages, it would be excellent if Ex Libris could prioritize resolving this issue so that we can allow Indigenous users full discoverability of resources in their own languages.

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11. Allow renaming of normalization, indication, and merge rules

    Please allow renaming of normalization, indication, and merge rules. Right now you can only duplicate the rule and change the name of the copied rule.

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12. Add a linking job for mass linking of NZ records to IZ

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and digital) inventory, similar to current import profiles. The inventory operations for electronic inventory should include an option to specify the desired action if the record and a portfolio exist already in the IZ, out of the following choices:

    • Add new portfolio.
    • Update portfolio information (the URL).
    • Don't do anything.

    Use case:
    The NZ loads monthly updates from e-book vendors where the IZs have purchased different packages. The workflows for group inventory aren't applicable here because the NZ doesn't possess the necessary information for determining who has rights to which portfolio. OAI is no option because this currently creates duplicate portfolios each time a record gets updated in the NZ. The workarounds currently in place involve sending files back and forth which is error prone and not very efficient.

    Currently the only way to use records from NZ in an IZ is to search them in the NZ and perform an action like "order" or "link" on every single record one by one. There are, however, situations where an IZ wants to use a bulk of records. For this purpose we need a possibility to link records in bulk and create inventory for the linked records.

    We imagine a linking job that takes as an input a logical or itemized set of records saved from a search in the NZ. The linking job can create physical and electronic (and… more

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13. Browsing Dewey in MD Editor

    We noticed that in Metadata editor the browsing in the 676 - Dewey field isn't available: we would like add the feature to scroll the lists from other records, as happens for the 6xx fields (subjects) and 7xx (authors).

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14. Add ORCID ID to CZ Authorities vocabularies search

    Field 0247 $$a XXXX-XXXX-XXXX-XXXX $$2 orcid used in authority records and is currently not searchable in CZ authority vocabularies.
    Using a unique identifier when searching for name authority records will improve the precision of authority search results. It would also save the time and effort currently invested in establishing the correlation between a name and its authority record.

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15. Identify headings linked to authority records in Simple Record View

    I frequently consult the Simple Record View page of bibliographic records when working on the Authority Control Task List. This view, however, does not indicate which headings are linked to authority records and which are not. The only place in Alma to confirm this is through the Metadata Editor.

    This proposal recommends adding a marker (such as the binoculars icon found in the Metadata Editor) to those fields in the Simple Record View with headings linked to authority records. This would save a step in the Task List review process, not to mention being helpful to any Alma user looking over a record in Simple View format.

    I frequently consult the Simple Record View page of bibliographic records when working on the Authority Control Task List. This view, however, does not indicate which headings are linked to authority records and which are not. The only place in Alma to confirm this is through the Metadata Editor.

    This proposal recommends adding a marker (such as the binoculars icon found in the Metadata Editor) to those fields in the Simple Record View with headings linked to authority records. This would save a step in the Task List review process, not to mention being helpful to any Alma user looking… more

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16. Automatic dismissal of corrected authorities from the Authority Control Task List.

    Automatic dismissal of corrected authorities from the Authority Control Task List.
    Improve the Authority Control Task List linking functionality so that when an authority is upgraded/corrected in the metadata editor, it is automatically dismissed from the Task List. Items are added to the Task List before an institution has had a chance to upgrade the catalogue record. Many of these authorities will routinely be upgraded at the cataloguing stage. The need to then manually remove substandard authorities from the Task List which no longer exist in the bibliographic records adds a huge burden of extra work, especially for large institutions. Could the system regularly check the Authority Control Task List by MMS ID and remove items no longer linked to a bibliographic record?

    Automatic dismissal of corrected authorities from the Authority Control Task List.
    Improve the Authority Control Task List linking functionality so that when an authority is upgraded/corrected in the metadata editor, it is automatically dismissed from the Task List. Items are added to the Task List before an institution has had a chance to upgrade the catalogue record. Many of these authorities will routinely be upgraded at the cataloguing stage. The need to then manually remove substandard authorities from the Task List which no longer exist in the bibliographic records adds a huge burden of extra work, especially for large institutions.… more

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17. Reminders : extend the Add reminder functionality to other roles (only Cataloger now)

    Reminders functionality could be more effective if extended to other roles than only cataloger role. At least Electronic and Physical inventory operators should be able to add a reminder on a Bib record in a repository search result.
    The managing of reminders from Cataloging menu can be limited to catalogers.

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18. Prompt message if you have not saved a record before releasing

    Currently if you edit a record and then go to release it before you have saved, you do not get any kind of prompt asking if you want to release it without saving.

    There is also no prompt message if you try to save a record that has blocks to let you know that the action was not done.

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19. Management tags for new bibs - allow default to be changed to 'Don't publish' to WorldCat.

    The default when creating a new marc21 bib is for the management tag 'Force export to WorldCat' to be set to 'Publish bib'. This applies even when the Library isn't a member of OCLC. I'd like the default behaviour to be configurable so that 'Don't publish' can be set as default by those libraries who choose not to do so. In our case this would then mirror our existing stock, which was migrated from our previous LMS/ILS with the tag set to 'Don't publish'. In turn if a Library chose to join OCLC at a later date all items would have the same management tag rather than having a mixture of the two.

    The default when creating a new marc21 bib is for the management tag 'Force export to WorldCat' to be set to 'Publish bib'. This applies even when the Library isn't a member of OCLC. I'd like the default behaviour to be configurable so that 'Don't publish' can be set as default by those libraries who choose not to do so. In our case this would then mirror our existing stock, which was migrated from our previous LMS/ILS with the tag set to 'Don't publish'. In turn if a Library chose to join OCLC at a later date all items would… more

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20. search filters and better results display in the "search external resources" function

    When we are searching WorldCat for a record to match a newly-ordered title, we often find duplicate records. The current search results display makes it difficult and time-consuming to choose the best record.

    The external resources search would be much improved if we could limit search results by the language of cataloging (040 |b) and format. This would save us having to wade through multiple vendor records that aren't even in our local language of cataloging, and multiple records for resources in a format other than the one we are looking for.

    It would save us a lot of time if the search results display showed the source of cataloging (040 |a |c) and the number of holdings in OCLC. These both help us choose the record we want to use. It is inconvenient to have to view each record to see its source, and as far as I can tell, there is no way in Alma to see the number of holdings on any WorldCat record.

    Thanks for considering.

    When we are searching WorldCat for a record to match a newly-ordered title, we often find duplicate records. The current search results display makes it difficult and time-consuming to choose the best record.

    The external resources search would be much improved if we could limit search results by the language of cataloging (040 |b) and format. This would save us having to wade through multiple vendor records that aren't even in our local language of cataloging, and multiple records for resources in a format other than the one we are looking for.

    It would save us a lot of time… more

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