Bulk updating of citations across reading lists
Situation
One of our tasks in checking reading lists is ensuring that the version of each title is the latest edition. Acquisitions staff will check book citations on a reading list and, if there is a newer edition available, purchase and replace the citation on the list with this new version.
Problem
When a specific title is used on multiple lists, Acquisitions staff are having to manually identify all citations using this title, add the newer edition to the reading list, and remove the older edition from the reading list.
Staff are also having to manually transfer any specific reading/public/resource notes across from one citation to another.
Request
We would like functionality that would allow us to “find and replace”, or “find and merge” all citations populated by a specific repository bibliographic record, and allow us to replace, merge, or overlay the citation details with the bibliographic information from the newer edition while retain citation specific information such as public notes or chapter information.
User story
Checking a reading list, Library staff find a citation for the following title:
Molecular biology of the cell
Bruce Alberts
5th ed
9780815341062
This book is included on 24 reading lists. This includes book citations and chapter citations. Some of the citations include public notes for students.
On checking suppliers, staff identify that there is now a sixth edition available, purchase copies of this title, and import a bibliographic record for this into Alma. The library now has a record for the following title:
Molecular biology of the cell
Bruce Alberts
6th ed
9780815344643
Library staff want a way to search for all the citations that are populated with the 5th ed (9780815341062) and to automatically replace these citations with the records and holdings for the 6th ed (9780815344643) without losing the citation information that is specific to that reading list.
Andrew Butterworth
shared this idea
We are closing this idea as the functionality requested in the original idea can be done using the new edition replacement feature requested via NERS. See the April 2023 release notes for more information: https://knowledge.exlibrisgroup.com/Leganto/Release_Notes/2023/Leganto_2023_Release_Notes?mon=202304BASE
There is also a video showing the feature: https://youtu.be/yo-U31sxhzo?si=29LoGLH803yqgALY
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Clara Lunndal
commented
This would be a great update to have available. In our workflow we have to check with the academic staff to make sure which edition they will be using, so it would be best to make the function so that one can first identify all the lists where the title is present. Then choose which lists to make the update in, and an option to keep or not keep the public note on the citation.
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Reading Lists LSE commented
Wouldn't updating the reading lists with a newer edition without the prior consent of the teaching academic potentially interfere with the teaching delivery?
e.g. if the academic has said "please read chapters 8, 9, and 11" in a note on the list for the fifth edition, how would a member of library staff know that those chapter numbers from the sixth edition are covering the same content?
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Roslind Penny
commented
This would be an efficiency which we had with our previous RL provider and is one of the losses which has impact. As stated by others we can have multiple occurrences even on one list of a core reading
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Marian Rixham
commented
We have lots of books on multiple lists and this would be really helpful. A find old and replace with new edition would be great.
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Leda Channer
commented
This would be a very useful update and save us a lot of time.
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Dean Brown
commented
We also face a similar issue with this. Even when there isn't specific information on citations, it still takes a really long time to manually update each citation to a new edition. This is a really important update that should be considered.