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  1. 91 votes
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    6 comments  ·  Alma » Analytics  ·  Admin →
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    mcorby supported this idea  · 
  2. 133 votes
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  3. 135 votes
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    Dear all,

    I would like to update you on our plans to support creation of multiple items.

    We are looking into adding 2 workflows, to support different needs in libraries:


    1. Creating multiple items for a specific holdings record, using item templates.

    The "Add item from template" functionality coming in May release will allow automatically filling in the fields of a new item from a template. We are looking into a future enhancement using this feature, to also allow librarians to specify a number of items to add - so that multiple items will be created pre-populated from the template.

    This will be an easy, quick way to add multiple copies of a book, etc.


    2. Creating multiple items from Excel using a CloudApp

    This will work similarly to the existing "Item updater by Excel" CloudApp, allowing the librarian to upload an Excel with item information, but instead of specifying…

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    mcorby commented  · 

    Using an import profile is one option, but in my opinion, it involves quite a few more steps, some of the steps being fairly complicated.

    1. create a set
    2. export the set (possibly edit records in MarcEdit)
    3. create import profile(s)
    4. Set up merge rule if needed
    5. re-import bibs

    When using an import profile, you would need to create an import profile for each nuance of the item records needed. You would need a different import profile for different formats, for items requiring different material types or different item policies; for items requiring different internal notes and or external notes.

    Yes you can copy import profiles and then edit as needed, but import profiles involve quite a few steps to set up and/or edit. With your scenario, we would need to set up a merge rule as well. You would also need to keep a careful eye on the holdings records to make sure nothing is inadvertently edited or duplicated there. "If" the import profile was potentially a one-time use only import profile, you would have to remember to delete the import profile so as not to clutter the list.

    Using a job would most likely require the cataloger to be fairly detailed in how they create the set, most likely using multiple search criteria when creating the set. When using jobs on a set of bib records, a successful job is based on the successful creation of the set.

    If Ex Libris decides not move forward with the job route, I will investigate your option more closely.

    Thanks.

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    mcorby commented  · 

    Here is a common scenario for us. I do an advanced search in Alma for Physical titles in the main location, has items equals no, permanent call number type equals Other scheme, permanent call number equals In process. We have 898 titles/holdings that migrated from Voyager that do NOT have item records. I would make a set for these titles.

    What I would find useful is a job that would create the ITEM records for this set. The job could be very similar to the "Change Physical items information" job, the difference being that the new job would be creating items rather than changing items.

    When creating item records in batch, the barcode field is the one problem field in my opinion. Option 1 is to leave the barcode field blank. Not a huge problem, but if you want to turn around and add the newly created items to a Work Order, you need a barcode of some type. Option 2 is to have a barcode field in the form, and use a phrase in the barcode field to help collocate the newly created items, something like: TempBarcode. Option 3 is to have some kind of barcode generation automatically put in a barcode of some type into the field. This barcode could have a phrase such as Tempbarcode001 for the first title, Tempbarcode002 for the second title, Tempbarcode003 for the third title, etc.

    Another thought. If we're running a job to create item records, could there be an option in the form to put the newly created item into a Work Order? This would save a step if we want to put the newly created items into an existing Work Order.

    On occasion, we need the option to create multiple items for one title/holdings record. Yes, you can use the duplicate item function, but if you're creating 10-100 items for one title, this takes a while. Luckily, this doesn't happen often. Being able to create one item record for an existing title/holdings is much, much more common.

    Using a template would be great when I'm creating a bib and holdings in Alma and then need to create an item record. The template needs to be customizable at the user/cataloger level. If I am creating CDs, I need a template for CDs. If my fellow cataloger is creating books, they need a template for books, and another cataloger might need a template for maps.

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    mcorby commented  · 

    I think this would be a great addition to the jobs list. We could create sets for specific records based on location and resource type. If the job used the Update Item paramaters, we could apply the same item policy, material type, notes, etc. to each newly created item record in the set. The barcode could be left blank, use a phrase to indicate the item was generated, or something else.

    mcorby supported this idea  · 
  4. 753 votes
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  5. 311 votes
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  6. 221 votes
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    mcorby commented  · 

    Adding a column for the Author/1xx field would be a significant improvement to the Browse Shelf Listing in Alma. Shelf listing is accomplished my cuttering against the 1xx field, or 245 field if there is no 1xx field. With the current shelflisting display, it is extremely difficult to identify the 1xx field.

  7. 267 votes
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  8. 10 votes
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  9. 78 votes
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  10. 52 votes
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    Planned  ·  5 comments  ·  Alma » Analytics  ·  Admin →
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    mcorby supported this idea  · 
  11. 30 votes
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